Etzchaim Charitable Tr
Etzchaim Charitable Tr consistently grows assets with low expenses and no reported officer compensation.
EIN: 137138977 · Miami Beach, FL · NTEE: T20Z · Updated: 2026-03-28
Source Check Matrix
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Identity resolved verified
Etzchaim Charitable Tr is mapped to EIN 137138977.
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11 stored filing years available.
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11 stored filing years available.
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90% program spend, health grade A
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| Metric | Value |
|---|---|
| Total Revenue | $6.6M |
| Total Expenses | $2.4M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $45 |
| Net Assets | $45.5M |
| Transparency Score | 95/100 |
Search Intent Cockpit
Etzchaim Charitable Tr Form 990, Revenue, CEO Pay, and IRS Filing Signals
Etzchaim Charitable Tr is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Etzchaim Charitable Tr in one place.
Form 990 Filing Summary
11 filing years are available, with latest revenue of $5.2M and expenses of $2.4M.
Revenue and Expenses
Etzchaim Charitable Tr reported $5.2M in revenue and $2.4M in expenses, a surplus of $2.8M.
Executive Compensation
Top officer compensation appears as $45 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
95/100 mission score, 3 red flags, and 5 strengths are shown from structured and AI review.
Is Etzchaim Charitable Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $2.2M (90%) |
Across stored filings, Etzchaim Charitable Tr shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 3 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 11 stored filing years |
| Peer context | Compare with Cornelia Warren Community Assn Inc | Florida and Philanthropy context |
Trust Check
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Etzchaim Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Etzchaim Charitable Tr
Etzchaim Charitable Tr (EIN: 137138977) is a nonprofit organization based in Miami Beach, FL, classified under NTEE code T20Z. The organization reported total revenue of $6.6M and total assets of $46.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Etzchaim Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Etzchaim Charitable Tr is a mid-size nonprofit that has been operating for 28 years, with 11 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of 4.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $5.2M |
| Total Expenses | $2.4M |
| Surplus / Deficit | +$2.8M |
| Total Assets | $45.5M |
| Total Liabilities | $1 |
| Net Assets | $45.5M |
| Operating Margin | 53.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 227.0 months |
Financial Health Grade: A
In 2023, Etzchaim Charitable Tr reported a surplus of $2.8M with revenue exceeding expenses, holds 227.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 11 years of filings (2010–2023), Etzchaim Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 4.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +40.0% | -5.0% | +6.6% |
| 2022 | -50.0% | +15.2% | +6.3% |
| 2021 | +142.7% | -1.5% | +19.4% |
| 2020 | +17.9% | +22.4% | +1.4% |
| 2019 | -48.6% | +66.7% | +16.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Etzchaim Charitable Tr with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Etzchaim Charitable Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $2.8M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers receive salaries from the organization, which is highly unusual for an organization with assets exceeding $45 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Etzchaim Charitable Tr's IRS 990 filings:
- Lack of detailed program spending breakdown in available data, making it difficult to assess specific impact.
- Unusually low reported liabilities ($1) across multiple years, which might warrant further inquiry into accounting practices.
- Consistent 0% officer compensation for an organization with significant assets and revenue, which is atypical and could imply alternative compensation structures or volunteer-only leadership.
Strengths
The following positive indicators were identified for Etzchaim Charitable Tr:
- Exceptional financial stability with consistently growing assets, reaching $45,457,746 in 2023.
- Very low liabilities, often just $1, indicating minimal debt and strong financial health.
- High spending efficiency, with expenses significantly lower than revenue in most periods, allowing for asset accumulation.
- Consistent reporting of 0% officer compensation, suggesting a strong commitment to directing funds towards the mission rather than executive salaries.
- Long history of IRS 990 filings (11 filings), indicating consistent compliance and transparency.
Frequently Asked Questions about Etzchaim Charitable Tr
Is Etzchaim Charitable Tr a legitimate charity?
Etzchaim Charitable Tr (EIN: 137138977) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 95/100. It has 11 years of IRS 990 filings on record. Total revenue: $6.6M. 3 red flags identified. 5 strengths noted. Financial health grade: A.
How does Etzchaim Charitable Tr spend its money?
Etzchaim Charitable Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Etzchaim Charitable Tr tax-deductible?
Etzchaim Charitable Tr is registered as a tax-exempt nonprofit (EIN: 137138977). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Etzchaim Charitable Tr CEO make?
Etzchaim Charitable Tr's highest-compensated officer earns $45 annually. The organization reported $6.6M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Etzchaim Charitable Tr compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Etzchaim Charitable Tr is above average for NTEE category T20Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Etzchaim Charitable Tr located?
Etzchaim Charitable Tr is headquartered in Miami Beach, Florida and files with the IRS under EIN 137138977. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does Etzchaim Charitable Tr have?
Etzchaim Charitable Tr has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $6.6M in total revenue.
What are the specific programs Etzchaim Charitable Tr funds?
The provided data does not detail specific program activities, only financial aggregates. Further investigation into their public disclosures or website would be needed to understand their programmatic focus.
How does Etzchaim Charitable Tr manage to operate with 0% officer compensation?
Operating with 0% officer compensation suggests that leadership roles are either entirely volunteer-based, compensated by an external entity, or the compensation is reported under a different category not specified as 'Officer Comp' in the provided data. This is a significant operational characteristic for an organization of this size.
What is the nature of the 'Liabilities=$1' reported in most years?
A liability of $1 is nominal and likely represents a placeholder or a minor accounting entry rather than significant financial debt. It reinforces the organization's strong financial position with virtually no outstanding obligations.
Given the large asset base, what is the organization's strategy for utilizing these assets for its charitable purpose?
The consistent growth in assets, from $9.5M in 2011 to $45.4M in 2023, indicates a strategy of accumulating and potentially investing funds. The specific deployment of these assets for charitable activities beyond general expenses is not detailed in the provided financial summary.
Filing History
IRS 990 filing history for Etzchaim Charitable Tr showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2010–2023), Etzchaim Charitable Tr's revenue has grown by 82.4%, moving from $2.9M to $5.2M. Total assets increased by 466.4% over the same period, from $8.0M to $45.5M. Total functional expenses rose by 500.8%, from $400K to $2.4M. In its most recent filing year (2023), Etzchaim Charitable Tr reported a surplus of $2.8M, with revenue exceeding expenses. The organization holds $1 in liabilities against $45.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $45.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $5.2M | $2.4M | $45.5M | $1 | — | View 990 |
| 2022 | $3.7M | $2.5M | $42.7M | $1 | — | View 990 |
| 2021 | $7.4M | $2.2M | $40.1M | $1 | — | View 990 |
| 2020 | $3.1M | $2.2M | $33.6M | $1 | — | View 990 |
| 2019 | $2.6M | $1.8M | $33.1M | $1 | — | View 990 |
| 2015 | $5.1M | $1.1M | $28.4M | $0 | — | View 990 |
| 2014 | $6.7M | $1.2M | $26.0M | $1.5M | — | View 990 |
| 2013 | $7.3M | $1.0M | $19.0M | $0 | — | View 990 |
| 2012 | $3.4M | $228K | $12.7M | $1 | — | View 990 |
| 2011 | $2.1M | $518K | $9.6M | $1 | — | View 990 |
| 2010 | $2.9M | $400K | $8.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $5.2M, expenses of $2.4M, and assets of $45.5M (revenue +40.0% year-over-year).
- 2022: Revenue of $3.7M, expenses of $2.5M, and assets of $42.7M (revenue -50.0% year-over-year).
- 2021: Revenue of $7.4M, expenses of $2.2M, and assets of $40.1M (revenue +142.7% year-over-year).
- 2020: Revenue of $3.1M, expenses of $2.2M, and assets of $33.6M (revenue +17.9% year-over-year).
- 2019: Revenue of $2.6M, expenses of $1.8M, and assets of $33.1M (revenue -48.6% year-over-year).
- 2015: Revenue of $5.1M, expenses of $1.1M, and assets of $28.4M (revenue -25.0% year-over-year).
- 2014: Revenue of $6.7M, expenses of $1.2M, and assets of $26.0M (revenue -7.1% year-over-year).
- 2013: Revenue of $7.3M, expenses of $1.0M, and assets of $19.0M (revenue +115.1% year-over-year).
- 2012: Revenue of $3.4M, expenses of $228K, and assets of $12.7M (revenue +62.6% year-over-year).
- 2011: Revenue of $2.1M, expenses of $518K, and assets of $9.6M (revenue -27.3% year-over-year).
- 2010: Revenue of $2.9M, expenses of $400K, and assets of $8.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Etzchaim Charitable Tr:
Data Sources and Methodology
This transparency report for Etzchaim Charitable Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.