Isak And Rose Weinman Foundation Inc

Isak And Rose Weinman Foundation consistently grows assets with no reported officer compensation.

EIN: 136110132 · Wilmington, DE · Updated: 2026-03-28

$5.2MRevenue
$15.5MAssets
95/100Mission Score (Excellent)

Is Isak And Rose Weinman Foundation Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Isak And Rose Weinman Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Isak And Rose Weinman Foundation Inc

Isak And Rose Weinman Foundation Inc (EIN: 136110132) is a nonprofit organization based in Wilmington, DE. The organization reported total revenue of $5.2M and total assets of $15.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Isak And Rose Weinman Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

67Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Isak And Rose Weinman Foundation Inc is a mid-size nonprofit that has been operating for 67 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.4M
Total Expenses$981K
Surplus / Deficit+$377K
Total Assets$14.6M
Total Liabilities$1
Net Assets$14.6M
Operating Margin27.8%
Debt-to-Asset Ratio0.0%
Months of Reserves178.7 months

Financial Health Grade: A

In 2023, Isak And Rose Weinman Foundation Inc reported a surplus of $377K with revenue exceeding expenses, holds 178.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Isak And Rose Weinman Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+31.0%-3.2%+2.6%
2022-31.4%-2.2%+0.7%
2021-0.6%+60.7%+3.5%
2020+61.5%-19.4%+6.9%
2019-27.7%+-0.0%+0.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1959

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Isak And Rose Weinman Foundation Inc. demonstrates consistent financial health and a strong commitment to its programmatic mission. Over the past decade, the organization has shown steady growth in assets, increasing from $11,039,967 in 2011 to $14,610,677 in 2023. Its revenue streams have been robust, with the latest reported revenue at $1,358,243 in 2023, comfortably exceeding expenses of $981,225. This consistent surplus indicates sound financial management and the ability to build reserves for future activities. The foundation's spending efficiency appears high, as indicated by the absence of reported officer compensation across all available filings, suggesting that a very high proportion of expenses are directed towards programs or essential administrative functions. While a detailed breakdown of program, administrative, and fundraising expenses is not explicitly provided in the summary data, the lack of officer compensation is a strong positive indicator of resource allocation. The organization's liabilities have consistently been minimal ($1 in recent years), further underscoring its stable financial position. In terms of transparency, the consistent filing of IRS 990 forms over a decade is a positive sign. The absence of officer compensation simplifies the analysis of executive pay, indicating that the foundation operates with a lean or volunteer-based leadership structure, which is commendable for a grant-making entity. Overall, the foundation appears to be a well-managed and financially sound entity, effectively utilizing its resources.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Isak And Rose Weinman Foundation Inc 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

According to IRS 990 filings, Isak And Rose Weinman Foundation Inc 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:

$1.4MTotal Revenue
$981KTotal Expenses
$14.6MTotal Assets
$1Total Liabilities
$14.6MNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either unpaid or compensated through other means not categorized as officer compensation, which is highly efficient for a foundation 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 Isak And Rose Weinman Foundation Inc:

Frequently Asked Questions about Isak And Rose Weinman Foundation Inc

Is Isak And Rose Weinman Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Isak And Rose Weinman Foundation Inc (EIN: 136110132) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.

How does Isak And Rose Weinman Foundation Inc spend its money?

Isak And Rose Weinman Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Isak And Rose Weinman Foundation Inc tax-deductible?

Isak And Rose Weinman Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136110132). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Isak And Rose Weinman Foundation Inc. a good charity?

Based on the provided financial data, the Isak And Rose Weinman Foundation Inc. appears to be a very good charity. It consistently maintains healthy assets, operates with a surplus, and most notably, reports 0% officer compensation, suggesting a highly efficient use of funds towards its mission.

How has the foundation's asset base changed over time?

The foundation's assets have shown consistent growth, increasing from $11,039,967 in 2011 to $14,610,677 in 2023, demonstrating strong financial stewardship and investment performance.

What is the trend in the foundation's revenue and expenses?

The foundation consistently generates more revenue than expenses. For example, in 2023, revenue was $1,358,243 against expenses of $981,225, indicating a healthy operating surplus in most years.

Does the foundation have significant liabilities?

No, the foundation consistently reports minimal liabilities, often just $1 in recent years, indicating a very strong balance sheet and low financial risk.

Filing History

IRS 990 filing history for Isak And Rose Weinman Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Isak And Rose Weinman Foundation Inc's revenue has grown by 78.3%, moving from $762K to $1.4M. Total assets increased by 32.3% over the same period, from $11.0M to $14.6M. Total functional expenses rose by 58.7%, from $618K to $981K. In its most recent filing year (2023), Isak And Rose Weinman Foundation Inc reported a surplus of $377K, with revenue exceeding expenses. The organization holds $1 in liabilities against $14.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $14.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.4M $981K $14.6M $1 View 990
2022 $1.0M $1.0M $14.2M $1 View 990
2021 $1.5M $1.0M $14.1M $1 View 990
2020 $1.5M $645K $13.7M $1
2019 $942K $800K $12.8M $1 View 990
2015 $1.3M $800K $12.8M $1 View 990
2014 $936K $537K $12.3M $1 View 990
2013 $1.1M $529K $11.9M $0 View 990
2012 $861K $568K $11.3M $0 View 990
2011 $762K $618K $11.0M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Isak And Rose Weinman Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Isak And Rose Weinman Foundation Inc 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.

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