Isaac W Bernheim Trust
EIN: 610514702 · Pittsburgh, PA · NTEE: C110
| Metric | Value |
|---|---|
| Total Revenue | $4.5M |
| Total Expenses | $2.5M |
| Net Assets | $19.9M |
Is Isaac W Bernheim Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Isaac W Bernheim Trust
Isaac W Bernheim Trust (EIN: 610514702) is a nonprofit organization based in Pittsburgh, PA, classified under NTEE code C110. The organization reported total revenue of $4.5M and total assets of $19.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Isaac W Bernheim Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Isaac W Bernheim Trust is a mid-size nonprofit that has been operating for 3 years, with 7 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.4M |
| Total Expenses | $2.5M |
| Surplus / Deficit | $-1,115,532 |
| Total Assets | $19.9M |
| Net Assets | $19.9M |
| Operating Margin | -78.7% |
| Months of Reserves | 94.2 months |
Financial Health Grade: B
In 2023, Isaac W Bernheim Trust reported a deficit of $1.1M with expenses exceeding revenue, holds 94.2 months of operating reserves (strong position).
Financial Trends
Over 7 years of filings (2011–2023), Isaac W Bernheim Trust's revenue has grown at a compound annual growth rate (CAGR) of 2.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -26.7% | +46.6% | +6.5% |
| 2015 | +47.4% | +6.6% | +0.1% |
| 2014 | +24.2% | +4.8% | -1.9% |
| 2013 | +419.4% | -0.7% | -2.5% |
| 2012 | -16.8% | +199.6% | -6.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2023 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Isaac W Bernheim Trust has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Isaac W Bernheim Trust with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $1.1M, with expenses exceeding revenue.
Frequently Asked Questions about Isaac W Bernheim Trust
Is Isaac W Bernheim Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Isaac W Bernheim Trust (EIN: 610514702) insufficient data. 0 red flags identified, 0 strengths noted.
How does Isaac W Bernheim Trust spend its money?
Detailed spending breakdown data is not yet available for Isaac W Bernheim Trust. Check back for updated IRS 990 analysis.
Are donations to Isaac W Bernheim Trust tax-deductible?
Isaac W Bernheim Trust is registered as a tax-exempt nonprofit (EIN: 610514702). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Isaac W Bernheim Trust located?
Isaac W Bernheim Trust is headquartered in Pittsburgh, Pennsylvania and files with the IRS under EIN 610514702. It is classified under NTEE code C110.
How many years of IRS 990 filings does Isaac W Bernheim Trust have?
Isaac W Bernheim Trust has 7 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 $4.5M in total revenue.
Filing History
IRS 990 filing history for Isaac W Bernheim Trust showing financial trends over 7 years of public records:
Over 7 years of IRS 990 filings (2011–2023), Isaac W Bernheim Trust's revenue has grown by 30.5%, moving from $1.1M to $1.4M. Total assets decreased by 6% over the same period, from $21.2M to $19.9M. Total functional expenses rose by 162.4%, from $965K to $2.5M. In its most recent filing year (2023), Isaac W Bernheim Trust reported a deficit of $1.1M, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.4M | $2.5M | $19.9M | $0 | — | — |
| 2015 | $1.9M | $1.7M | $18.7M | $1 | — | View 990 |
| 2014 | $1.3M | $1.6M | $18.6M | $1 | — | View 990 |
| 2013 | $1.1M | $1.5M | $19.0M | $1 | — | View 990 |
| 2012 | $203K | $1.6M | $19.5M | $1 | — | View 990 |
| 2011 | $244K | $520K | $20.9M | $0 | — | View 990 |
| 2011 | $1.1M | $965K | $21.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.4M, expenses of $2.5M, and assets of $19.9M (revenue -26.7% year-over-year).
- 2015: Revenue of $1.9M, expenses of $1.7M, and assets of $18.7M (revenue +47.4% year-over-year).
- 2014: Revenue of $1.3M, expenses of $1.6M, and assets of $18.6M (revenue +24.2% year-over-year).
- 2013: Revenue of $1.1M, expenses of $1.5M, and assets of $19.0M (revenue +419.4% year-over-year).
- 2012: Revenue of $203K, expenses of $1.6M, and assets of $19.5M (revenue -16.8% year-over-year).
- 2011: Revenue of $244K, expenses of $520K, and assets of $20.9M (revenue -77.5% year-over-year).
- 2011: Revenue of $1.1M, expenses of $965K, and assets of $21.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Isaac W Bernheim Trust:
Data Sources and Methodology
This transparency report for Isaac W Bernheim Trust 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.