Gottlieb Charitable Tr
Gottlieb Charitable Tr consistently grows assets with zero liabilities and no officer compensation.
EIN: 207478599 · Pennington, NJ · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $724K |
| Total Expenses | $116K |
| Program Spending | 90% |
| Net Assets | $2.4M |
| Transparency Score | 95/100 |
Is Gottlieb Charitable Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Gottlieb Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Gottlieb Charitable Tr
Gottlieb Charitable Tr (EIN: 207478599) is a nonprofit organization based in Pennington, NJ, classified under NTEE code T22. The organization reported total revenue of $724K and total assets of $2.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Gottlieb Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Gottlieb Charitable Tr is a small nonprofit that has been operating for 18 years, with 14 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 4.7%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $168K |
| Total Expenses | $116K |
| Surplus / Deficit | +$52K |
| Total Assets | $2.4M |
| Net Assets | $2.4M |
| Operating Margin | 31.0% |
| Months of Reserves | 249.6 months |
Financial Health Grade: A
In 2024, Gottlieb Charitable Tr reported a surplus of $52K with revenue exceeding expenses, holds 249.6 months of operating reserves (strong position).
Financial Trends
Over 14 years of filings (2011–2024), Gottlieb Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 4.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +36.3% | +53.6% | +2.3% |
| 2023 | -54.7% | +4.9% | +2.1% |
| 2022 | +33.5% | -6.4% | +9.6% |
| 2021 | +11.9% | -18.8% | +6.1% |
| 2020 | +14.4% | +28.5% | +5.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2008 |
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 Gottlieb 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, Gottlieb 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $52K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the organization, which is highly unusual and suggests a volunteer-driven or extremely lean operational model for a trust of its size.
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.
Strengths
The following positive indicators were identified for Gottlieb Charitable Tr:
- Consistent asset growth, from $1,647,709 in 2015 to $2,409,652 in 2024.
- Zero liabilities reported across all 14 filings, indicating strong financial health.
- 0% officer compensation reported, suggesting extremely low administrative overhead and high efficiency.
- Expenses consistently well below revenue, allowing for asset accumulation.
- Strong transparency with 14 consistent IRS 990 filings.
Frequently Asked Questions about Gottlieb Charitable Tr
Is Gottlieb Charitable Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Gottlieb Charitable Tr (EIN: 207478599) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does Gottlieb Charitable Tr spend its money?
Gottlieb Charitable Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Gottlieb Charitable Tr tax-deductible?
Gottlieb Charitable Tr is registered as a tax-exempt nonprofit (EIN: 207478599). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Gottlieb Charitable Tr compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Gottlieb Charitable Tr is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Gottlieb Charitable Tr located?
Gottlieb Charitable Tr is headquartered in Pennington, New Jersey and files with the IRS under EIN 207478599. It is classified under NTEE code T22.
How many years of IRS 990 filings does Gottlieb Charitable Tr have?
Gottlieb Charitable Tr has 14 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 $724K in total revenue.
Is Gottlieb Charitable Tr a good charity?
Based on its financial data, Gottlieb Charitable Tr appears to be a very good charity. It consistently maintains zero liabilities, has growing assets, and reports 0% officer compensation, indicating highly efficient use of funds and a strong commitment to its mission without significant overhead.
How does Gottlieb Charitable Tr manage its expenses?
The organization manages its expenses very efficiently. For example, in 2024, expenses were $115,842 against revenue of $167,916, leaving a substantial surplus. The consistent reporting of 0% officer compensation across all filings suggests a highly cost-conscious approach, likely directing most funds towards its charitable purpose.
What is the financial trend of Gottlieb Charitable Tr?
Gottlieb Charitable Tr shows a positive financial trend with consistent asset growth, from $1,647,709 in 2015 to $2,409,652 in 2024. While revenue fluctuates, expenses are consistently managed below income, leading to steady accumulation of assets and a strong financial position with zero liabilities.
Filing History
IRS 990 filing history for Gottlieb Charitable Tr showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2011–2024), Gottlieb Charitable Tr's revenue has grown by 81.7%, moving from $92K to $168K. Total assets increased by 75.4% over the same period, from $1.4M to $2.4M. Total functional expenses rose by 109.5%, from $55K to $116K. In its most recent filing year (2024), Gottlieb Charitable Tr reported a surplus of $52K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $168K | $116K | $2.4M | $0 | — | — |
| 2023 | $123K | $75K | $2.4M | $0 | — | View 990 |
| 2022 | $272K | $72K | $2.3M | $0 | — | View 990 |
| 2021 | $204K | $77K | $2.1M | $0 | — | View 990 |
| 2020 | $182K | $95K | $2.0M | $0 | — | View 990 |
| 2019 | $159K | $74K | $1.9M | $0 | — | View 990 |
| 2018 | $160K | $67K | $1.8M | $0 | — | View 990 |
| 2017 | $156K | $62K | $1.7M | $0 | — | View 990 |
| 2016 | $108K | $106K | $1.6M | $0 | — | View 990 |
| 2015 | $197K | $65K | $1.6M | $0 | — | View 990 |
| 2014 | $129K | $62K | $1.5M | $0 | — | View 990 |
| 2013 | $104K | $64K | $1.4M | $0 | — | View 990 |
| 2012 | $105K | $61K | $1.4M | $0 | — | View 990 |
| 2011 | $92K | $55K | $1.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $168K, expenses of $116K, and assets of $2.4M (revenue +36.3% year-over-year).
- 2023: Revenue of $123K, expenses of $75K, and assets of $2.4M (revenue -54.7% year-over-year).
- 2022: Revenue of $272K, expenses of $72K, and assets of $2.3M (revenue +33.5% year-over-year).
- 2021: Revenue of $204K, expenses of $77K, and assets of $2.1M (revenue +11.9% year-over-year).
- 2020: Revenue of $182K, expenses of $95K, and assets of $2.0M (revenue +14.4% year-over-year).
- 2019: Revenue of $159K, expenses of $74K, and assets of $1.9M (revenue -0.3% year-over-year).
- 2018: Revenue of $160K, expenses of $67K, and assets of $1.8M (revenue +2.3% year-over-year).
- 2017: Revenue of $156K, expenses of $62K, and assets of $1.7M (revenue +45.1% year-over-year).
- 2016: Revenue of $108K, expenses of $106K, and assets of $1.6M (revenue -45.5% year-over-year).
- 2015: Revenue of $197K, expenses of $65K, and assets of $1.6M (revenue +52.4% year-over-year).
- 2014: Revenue of $129K, expenses of $62K, and assets of $1.5M (revenue +24.1% year-over-year).
- 2013: Revenue of $104K, expenses of $64K, and assets of $1.4M (revenue -0.7% year-over-year).
- 2012: Revenue of $105K, expenses of $61K, and assets of $1.4M (revenue +13.8% year-over-year).
- 2011: Revenue of $92K, expenses of $55K, and assets of $1.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Gottlieb Charitable Tr:
Data Sources and Methodology
This transparency report for Gottlieb 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.