J David And Rebecca Heller Family Foundation
EIN: 364954283 · Cleveland, OH · NTEE: X30
| Metric | Value |
|---|---|
| Total Revenue | $3.6M |
| Total Expenses | $1.7M |
| Net Assets | $4.7M |
Is J David And Rebecca Heller Family Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About J David And Rebecca Heller Family Foundation
J David And Rebecca Heller Family Foundation (EIN: 364954283) is a nonprofit organization based in Cleveland, OH, classified under NTEE code X30. The organization reported total revenue of $3.6M and total assets of $8.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of J David And Rebecca Heller Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
J David And Rebecca Heller Family Foundation is a mid-size nonprofit that has been operating for 6 years, with 4 years of IRS 990 filings on record (2020–2023).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.3M |
| Total Expenses | $1.7M |
| Surplus / Deficit | $-396,108 |
| Total Assets | $6.6M |
| Total Liabilities | $1.9M |
| Net Assets | $4.7M |
| Operating Margin | -30.1% |
| Debt-to-Asset Ratio | 28.3% |
| Months of Reserves | 46.1 months |
Financial Health Grade: B
In 2023, J David And Rebecca Heller Family Foundation reported a deficit of $396K with expenses exceeding revenue, holds 46.1 months of operating reserves (strong position), has a debt-to-asset ratio of 28.3% (moderate leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -69.1% | +6.6% | +0.3% |
| 2022 | -11.5% | -14.8% | +59.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1700 |
| IRS Ruling Date | 2020 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for J David And Rebecca Heller Family Foundation 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 J David And Rebecca Heller Family Foundation 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 $396K, with expenses exceeding revenue.
- Debt-to-asset ratio: 28.3%.
Frequently Asked Questions about J David And Rebecca Heller Family Foundation
Is J David And Rebecca Heller Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, J David And Rebecca Heller Family Foundation (EIN: 364954283) insufficient data. 0 red flags identified, 0 strengths noted.
How does J David And Rebecca Heller Family Foundation spend its money?
Detailed spending breakdown data is not yet available for J David And Rebecca Heller Family Foundation. Check back for updated IRS 990 analysis.
Are donations to J David And Rebecca Heller Family Foundation tax-deductible?
J David And Rebecca Heller Family Foundation is registered as a tax-exempt nonprofit (EIN: 364954283). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is J David And Rebecca Heller Family Foundation located?
J David And Rebecca Heller Family Foundation is headquartered in Cleveland, Ohio and files with the IRS under EIN 364954283. It is classified under NTEE code X30.
How many years of IRS 990 filings does J David And Rebecca Heller Family Foundation have?
J David And Rebecca Heller Family Foundation has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $3.6M in total revenue.
Filing History
IRS 990 filing history for J David And Rebecca Heller Family Foundation showing financial trends over 4 years of public records:
Total assets increased by 657522400% over the same period, from $1 to $6.6M. Total functional expenses rose by 198988.4%, from $859 to $1.7M. In its most recent filing year (2023), J David And Rebecca Heller Family Foundation reported a deficit of $396K, with expenses exceeding revenue. The organization holds $1.9M in liabilities against $6.6M in assets (debt-to-asset ratio: 28.3%), resulting in net assets of $4.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.3M | $1.7M | $6.6M | $1.9M | — | — |
| 2022 | $4.3M | $1.6M | $6.6M | $1.5M | — | View 990 |
| 2021 | $4.8M | $1.9M | $4.1M | $1.2M | — | View 990 |
| 2020 | $0 | $859 | $1 | $859 | — | — |
Year-by-Year Financial Summary
- 2023: Revenue of $1.3M, expenses of $1.7M, and assets of $6.6M (revenue -69.1% year-over-year).
- 2022: Revenue of $4.3M, expenses of $1.6M, and assets of $6.6M (revenue -11.5% year-over-year).
- 2021: Revenue of $4.8M, expenses of $1.9M, and assets of $4.1M.
- 2020: Revenue of $0, expenses of $859, and assets of $1.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for J David And Rebecca Heller Family Foundation:
Data Sources and Methodology
This transparency report for J David And Rebecca Heller Family Foundation 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.