Jeffrey And Dana Berstein Family Foundation
EIN: 923916115 · Radnor, PA · NTEE: T20
| Metric | Value |
|---|---|
| Total Revenue | $3.9M |
| Total Expenses | $310K |
| Net Assets | $5.6M |
Is Jeffrey And Dana Berstein 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 Jeffrey And Dana Berstein Family Foundation
Jeffrey And Dana Berstein Family Foundation (EIN: 923916115) is a nonprofit organization based in Radnor, PA, classified under NTEE code T20. The organization reported total revenue of $3.9M and total assets of $6.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jeffrey And Dana Berstein Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jeffrey And Dana Berstein Family Foundation is a mid-size nonprofit that has been operating for 3 years.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $5.9M |
| Total Expenses | $310K |
| Surplus / Deficit | +$5.6M |
| Total Assets | $5.6M |
| Total Liabilities | $1 |
| Net Assets | $5.6M |
| Operating Margin | 94.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 217.6 months |
Financial Health Grade: A
In 2023, Jeffrey And Dana Berstein Family Foundation reported a surplus of $5.6M with revenue exceeding expenses, holds 217.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
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 Jeffrey And Dana Berstein 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 Jeffrey And Dana Berstein 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 surplus of $5.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Jeffrey And Dana Berstein Family Foundation
Is Jeffrey And Dana Berstein Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Jeffrey And Dana Berstein Family Foundation (EIN: 923916115) insufficient data. 0 red flags identified, 0 strengths noted.
How does Jeffrey And Dana Berstein Family Foundation spend its money?
Detailed spending breakdown data is not yet available for Jeffrey And Dana Berstein Family Foundation. Check back for updated IRS 990 analysis.
Are donations to Jeffrey And Dana Berstein Family Foundation tax-deductible?
Jeffrey And Dana Berstein Family Foundation is registered as a tax-exempt nonprofit (EIN: 923916115). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Jeffrey And Dana Berstein Family Foundation located?
Jeffrey And Dana Berstein Family Foundation is headquartered in Radnor, Pennsylvania and files with the IRS under EIN 923916115. It is classified under NTEE code T20.
Filing History
IRS 990 filing history for Jeffrey And Dana Berstein Family Foundation showing financial trends over 1 year of public records:
In its most recent filing year (2023), Jeffrey And Dana Berstein Family Foundation reported a surplus of $5.6M, with revenue exceeding expenses. The organization holds $1 in liabilities against $5.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $5.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $5.9M | $310K | $5.6M | $1 | — | View 990 |
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jeffrey And Dana Berstein Family Foundation:
Data Sources and Methodology
This transparency report for Jeffrey And Dana Berstein 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.