John L And Sue Ann Weinberg Fdn
John L And Sue Ann Weinberg Fdn maintains substantial assets and reports zero officer compensation, indicating high program focus.
EIN: 136028813 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $26.5M |
| Total Expenses | $4.0M |
| Program Spending | 95% |
| Net Assets | $50.0M |
| Transparency Score | 90/100 |
Is John L And Sue Ann Weinberg Fdn Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
John L And Sue Ann Weinberg Fdn directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About John L And Sue Ann Weinberg Fdn
John L And Sue Ann Weinberg Fdn (EIN: 136028813) is a nonprofit organization based in New York, NY. The organization reported total revenue of $26.5M and total assets of $60.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of John L And Sue Ann Weinberg Fdn's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
John L And Sue Ann Weinberg Fdn is a large nonprofit that has been operating for 66 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.6M |
| Total Expenses | $4.0M |
| Surplus / Deficit | +$600K |
| Total Assets | $50.0M |
| Total Liabilities | $40K |
| Net Assets | $50.0M |
| Operating Margin | 13.1% |
| Debt-to-Asset Ratio | 0.1% |
| Months of Reserves | 151.0 months |
Financial Health Grade: A
In 2023, John L And Sue Ann Weinberg Fdn reported a surplus of $600K with revenue exceeding expenses, holds 151.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), John L And Sue Ann Weinberg Fdn's revenue has grown at a compound annual growth rate (CAGR) of 4.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -25.7% | +28.0% | +1.6% |
| 2022 | -1.1% | +52.8% | +6.7% |
| 2021 | -13.5% | -37.5% | +7.2% |
| 2020 | +104.6% | -20.9% | +7.2% |
| 2019 | +42.2% | +3.0% | +3.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1960 |
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 John L And Sue Ann Weinberg Fdn with a Mission Score of 90 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, John L And Sue Ann Weinberg Fdn allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $600K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.1%.
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 favorable for program spending efficiency.
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 John L And Sue Ann Weinberg Fdn:
- Consistent reporting of 0% officer compensation, maximizing funds for programs.
- Substantial and growing asset base, indicating long-term financial stability (e.g., $60,256,926 latest assets).
- Positive net revenue in most recent periods (e.g., $4,577,779 revenue vs. $3,977,991 expenses in 2023).
- Consistent IRS 990 filing history over a decade, demonstrating transparency and compliance.
Frequently Asked Questions about John L And Sue Ann Weinberg Fdn
Is John L And Sue Ann Weinberg Fdn a legitimate charity?
John L And Sue Ann Weinberg Fdn (EIN: 136028813) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $26.5M. No red flags identified. 4 strengths noted. Financial health grade: A.
How does John L And Sue Ann Weinberg Fdn spend its money?
John L And Sue Ann Weinberg Fdn directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to John L And Sue Ann Weinberg Fdn tax-deductible?
John L And Sue Ann Weinberg Fdn is registered as a tax-exempt nonprofit (EIN: 136028813). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is John L And Sue Ann Weinberg Fdn located?
John L And Sue Ann Weinberg Fdn is headquartered in New York, New York and files with the IRS under EIN 136028813.
How many years of IRS 990 filings does John L And Sue Ann Weinberg Fdn have?
John L And Sue Ann Weinberg Fdn has 10 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 $26.5M in total revenue.
What is the primary purpose of the John L And Sue Ann Weinberg Fdn?
Based on the financial data, the foundation operates as a grant-making entity, distributing funds to other organizations. The absence of significant operational expenses beyond grants suggests this model.
How does the foundation manage its administrative costs?
The foundation appears to manage administrative costs exceptionally well, as evidenced by the consistent reporting of 0% officer compensation. This suggests a very lean operational structure or reliance on volunteer leadership.
Is the foundation's asset growth sustainable?
The foundation's assets have shown consistent growth, from $40,245,340 in 2011 to $50,048,122 in 2023, and a latest reported asset value of $60,256,926. This indicates a healthy financial strategy that supports long-term sustainability.
Filing History
IRS 990 filing history for John L And Sue Ann Weinberg Fdn showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), John L And Sue Ann Weinberg Fdn's revenue has grown by 60.4%, moving from $2.9M to $4.6M. Total assets increased by 24.4% over the same period, from $40.2M to $50.0M. Total functional expenses rose by 42.7%, from $2.8M to $4.0M. In its most recent filing year (2023), John L And Sue Ann Weinberg Fdn reported a surplus of $600K, with revenue exceeding expenses. The organization holds $40K in liabilities against $50.0M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $50.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.6M | $4.0M | $50.0M | $40K | — | — |
| 2022 | $6.2M | $3.1M | $49.3M | $40K | — | View 990 |
| 2021 | $6.2M | $2.0M | $46.2M | $40K | — | View 990 |
| 2020 | $7.2M | $3.3M | $43.1M | $44K | — | View 990 |
| 2019 | $3.5M | $4.1M | $40.2M | $44K | — | — |
| 2015 | $2.5M | $4.0M | $38.9M | $49K | — | View 990 |
| 2014 | $3.3M | $4.2M | $39.2M | $0 | — | View 990 |
| 2013 | $3.2M | $3.0M | $39.3M | $0 | — | View 990 |
| 2012 | $3.1M | $2.8M | $39.7M | $0 | — | View 990 |
| 2011 | $2.9M | $2.8M | $40.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.6M, expenses of $4.0M, and assets of $50.0M (revenue -25.7% year-over-year).
- 2022: Revenue of $6.2M, expenses of $3.1M, and assets of $49.3M (revenue -1.1% year-over-year).
- 2021: Revenue of $6.2M, expenses of $2.0M, and assets of $46.2M (revenue -13.5% year-over-year).
- 2020: Revenue of $7.2M, expenses of $3.3M, and assets of $43.1M (revenue +104.6% year-over-year).
- 2019: Revenue of $3.5M, expenses of $4.1M, and assets of $40.2M (revenue +42.2% year-over-year).
- 2015: Revenue of $2.5M, expenses of $4.0M, and assets of $38.9M (revenue -24.7% year-over-year).
- 2014: Revenue of $3.3M, expenses of $4.2M, and assets of $39.2M (revenue +1.8% year-over-year).
- 2013: Revenue of $3.2M, expenses of $3.0M, and assets of $39.3M (revenue +5.4% year-over-year).
- 2012: Revenue of $3.1M, expenses of $2.8M, and assets of $39.7M (revenue +7.4% year-over-year).
- 2011: Revenue of $2.9M, expenses of $2.8M, and assets of $40.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for John L And Sue Ann Weinberg Fdn:
Data Sources and Methodology
This transparency report for John L And Sue Ann Weinberg Fdn 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.