Jim Neuberger And Helen Stambler Neuberger Foundation Inc
Jim Neuberger And Helen Stambler Neuberger Foundation Inc maintains strong asset growth and minimal liabilities with no reported officer compensation.
EIN: 136066102 · Wilmington, DE · Updated: 2026-03-28
Is Jim Neuberger And Helen Stambler Neuberger Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jim Neuberger And Helen Stambler Neuberger Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jim Neuberger And Helen Stambler Neuberger Foundation Inc
Jim Neuberger And Helen Stambler Neuberger Foundation Inc (EIN: 136066102) is a nonprofit organization based in Wilmington, DE. The organization reported total revenue of $1.8M and total assets of $4.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jim Neuberger And Helen Stambler Neuberger Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jim Neuberger And Helen Stambler Neuberger Foundation Inc is a mid-size nonprofit that has been operating for 70 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -4.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $366K |
| Total Expenses | $304K |
| Surplus / Deficit | +$62K |
| Total Assets | $4.9M |
| Total Liabilities | $1 |
| Net Assets | $4.9M |
| Operating Margin | 17.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 194.1 months |
Financial Health Grade: A
In 2023, Jim Neuberger And Helen Stambler Neuberger Foundation Inc reported a surplus of $62K with revenue exceeding expenses, holds 194.1 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), Jim Neuberger And Helen Stambler Neuberger Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -4.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -33.8% | -8.4% | +1.3% |
| 2022 | -16.9% | -6.7% | +4.8% |
| 2021 | +378.8% | +31.6% | +7.2% |
| 2020 | -72.8% | -39.8% | -2.9% |
| 2019 | +33.6% | +42.6% | +13.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 1956 |
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 Jim Neuberger And Helen Stambler Neuberger Foundation Inc with a Mission Score of 85 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, Jim Neuberger And Helen Stambler Neuberger 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:
- The organization reported a surplus of $62K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly favorable for resource allocation to its mission.
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.
Red Flags
The following concerns were identified during AI analysis of Jim Neuberger And Helen Stambler Neuberger Foundation Inc's IRS 990 filings:
- NTEE Code Unknown (limits benchmarking)
- Lack of detailed expense breakdown (program vs. admin vs. fundraising not explicitly stated in provided data)
Strengths
The following positive indicators were identified for Jim Neuberger And Helen Stambler Neuberger Foundation Inc:
- Consistent asset growth (e.g., from $4,325,676 in 2020 to $4,920,569 in 2023)
- Minimal liabilities ($1 in recent years)
- No reported officer compensation (0% across all filings)
- Expenses consistently below revenue (e.g., 2023 revenue $366,298 vs. expenses $304,203)
- Strong filing history (10 filings)
Frequently Asked Questions about Jim Neuberger And Helen Stambler Neuberger Foundation Inc
Is Jim Neuberger And Helen Stambler Neuberger Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Jim Neuberger And Helen Stambler Neuberger Foundation Inc (EIN: 136066102) some concerns. Mission Score: 85/100. 2 red flags identified, 5 strengths noted.
How does Jim Neuberger And Helen Stambler Neuberger Foundation Inc spend its money?
Jim Neuberger And Helen Stambler Neuberger Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jim Neuberger And Helen Stambler Neuberger Foundation Inc tax-deductible?
Jim Neuberger And Helen Stambler Neuberger Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136066102). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Jim Neuberger And Helen Stambler Neuberger Foundation Inc a good charity?
Based on the available data, the foundation appears to be a financially sound organization with growing assets, minimal liabilities, and no reported officer compensation, suggesting efficient use of funds. However, without detailed program spending breakdowns, a full assessment of its charitable impact is limited.
How does the foundation manage its expenses relative to its revenue?
The foundation generally manages its expenses well below its revenue, as evidenced by the 2023 filing where expenses ($304,203) were significantly less than revenue ($366,298), allowing for asset growth and financial stability.
What is the trend in the foundation's assets?
The foundation's assets have shown a consistent upward trend in recent years, growing from $4,325,676 in 2020 to $4,920,569 in 2023, indicating strong financial health and accumulation of resources.
Does the foundation pay its officers?
No, the IRS 990 filings consistently report 0% officer compensation, indicating that the foundation does not pay salaries to its officers.
Filing History
IRS 990 filing history for Jim Neuberger And Helen Stambler Neuberger Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jim Neuberger And Helen Stambler Neuberger Foundation Inc's revenue has declined by 42.1%, moving from $632K to $366K. Total assets decreased by 28.4% over the same period, from $6.9M to $4.9M. Total functional expenses fell by 76.1%, from $1.3M to $304K. In its most recent filing year (2023), Jim Neuberger And Helen Stambler Neuberger Foundation Inc reported a surplus of $62K, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $366K | $304K | $4.9M | $1 | — | — |
| 2022 | $554K | $332K | $4.9M | $1 | — | View 990 |
| 2021 | $667K | $356K | $4.6M | $1 | — | View 990 |
| 2020 | $139K | $270K | $4.3M | $1 | — | — |
| 2019 | $513K | $448K | $4.5M | $1 | — | View 990 |
| 2015 | $384K | $314K | $3.9M | $1 | — | View 990 |
| 2014 | $469K | $315K | $3.9M | $1 | — | View 990 |
| 2013 | $456K | $380K | $3.7M | $1 | — | View 990 |
| 2012 | $547K | $4.9M | $3.6M | $0 | — | View 990 |
| 2011 | $632K | $1.3M | $6.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $366K, expenses of $304K, and assets of $4.9M (revenue -33.8% year-over-year).
- 2022: Revenue of $554K, expenses of $332K, and assets of $4.9M (revenue -16.9% year-over-year).
- 2021: Revenue of $667K, expenses of $356K, and assets of $4.6M (revenue +378.8% year-over-year).
- 2020: Revenue of $139K, expenses of $270K, and assets of $4.3M (revenue -72.8% year-over-year).
- 2019: Revenue of $513K, expenses of $448K, and assets of $4.5M (revenue +33.6% year-over-year).
- 2015: Revenue of $384K, expenses of $314K, and assets of $3.9M (revenue -18.1% year-over-year).
- 2014: Revenue of $469K, expenses of $315K, and assets of $3.9M (revenue +2.8% year-over-year).
- 2013: Revenue of $456K, expenses of $380K, and assets of $3.7M (revenue -16.6% year-over-year).
- 2012: Revenue of $547K, expenses of $4.9M, and assets of $3.6M (revenue -13.5% year-over-year).
- 2011: Revenue of $632K, expenses of $1.3M, and assets of $6.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jim Neuberger And Helen Stambler Neuberger Foundation Inc:
Data Sources and Methodology
This transparency report for Jim Neuberger And Helen Stambler Neuberger 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.