Lemberg Foundation Inc

Lemberg Foundation consistently spends more than it earns in recent years, drawing down on assets.

EIN: 136082064 · New York, NY · Updated: 2026-03-28

$5.3MRevenue
$8.7MAssets
85/100Mission Score (Excellent)
Lemberg Foundation Inc Financial Summary
MetricValue
Total Revenue$5.3M
Total Expenses$4.0M
Program Spending90%
CEO/Top Officer Pay$6.2
Net Assets$8.9M
Transparency Score85/100

Is Lemberg Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

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

About Lemberg Foundation Inc

Lemberg Foundation Inc (EIN: 136082064) is a nonprofit organization based in New York, NY. The organization reported total revenue of $5.3M and total assets of $8.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lemberg Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

77Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Lemberg Foundation Inc is a mid-size nonprofit that has been operating for 77 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$3.5M
Total Expenses$4.0M
Surplus / Deficit$-537,905
Total Assets$8.9M
Total Liabilities$1
Net Assets$8.9M
Operating Margin-15.4%
Debt-to-Asset Ratio0.0%
Months of Reserves26.4 months

Financial Health Grade: B

In 2023, Lemberg Foundation Inc reported a deficit of $538K with expenses exceeding revenue, holds 26.4 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), Lemberg Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 1.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-20.1%-14.6%-5.7%
2022-44.8%+7.7%-3.6%
2021+164.7%+4.0%+56.5%
2020-14.5%+2.0%-16.3%
2019+43.8%+6.4%-29.3%

IRS Tax-Exempt Classification

IRS Classification Codes1200
IRS Ruling Date1949

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

AI Transparency Report

The Lemberg Foundation Inc. appears to be a grant-making organization, as indicated by its consistent revenue and expense patterns over the past decade. A notable trend is that in several recent years, expenses have exceeded revenue, such as in 2023 where expenses were $4,027,957 against revenue of $3,490,052, and in 2022 with expenses of $4,718,438 against revenue of $4,367,311. This suggests the organization may be drawing down on its assets or relying on prior year surpluses. The foundation consistently reports zero officer compensation, which is a positive indicator for donor confidence regarding executive pay. However, without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to fully assess spending efficiency and program focus. The consistent reporting of minimal liabilities across all filings suggests sound financial management in terms of debt.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Lemberg 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, Lemberg 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:

$3.5MTotal Revenue
$4.0MTotal Expenses
$8.9MTotal Assets
$1Total Liabilities
$8.9MNet Assets
  • The organization reported a deficit of $538K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive compensation from the organization. This is a strong positive for a foundation of its size, with assets ranging from $6.2 million to $15.2 million over the past decade.

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 Lemberg Foundation Inc's IRS 990 filings:

  • Consistent negative net income in recent years (e.g., 2023, 2022, 2020, 2019, 2015, 2014) where expenses exceeded revenue, indicating reliance on asset drawdowns.

Strengths

The following positive indicators were identified for Lemberg Foundation Inc:

  • Zero officer compensation reported across all filings, demonstrating efficient use of funds at the executive level.
  • Consistently low or zero liabilities, indicating strong financial management and minimal debt.
  • Significant asset base (over $8 million currently) provides a buffer despite recent negative net income trends.

Frequently Asked Questions about Lemberg Foundation Inc

Is Lemberg Foundation Inc a legitimate charity?

Lemberg Foundation Inc (EIN: 136082064) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $5.3M. 1 red flag identified. 3 strengths noted. Financial health grade: B.

How does Lemberg Foundation Inc spend its money?

Lemberg Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Lemberg Foundation Inc tax-deductible?

Lemberg Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136082064). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Lemberg Foundation Inc CEO make?

Lemberg Foundation Inc's highest-compensated officer earns $6.2 annually. The organization reported $5.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

Where is Lemberg Foundation Inc located?

Lemberg Foundation Inc is headquartered in New York, New York and files with the IRS under EIN 136082064.

How many years of IRS 990 filings does Lemberg Foundation Inc have?

Lemberg Foundation Inc 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 $5.3M in total revenue.

Is Lemberg Foundation Inc. financially stable given its recent expense trends?

While the foundation has significant assets (latest reported at $8,712,606), its recent trend of expenses exceeding revenue (e.g., $4,027,957 expenses vs. $3,490,052 revenue in 2023) suggests it may be drawing down on its principal or prior surpluses. This trend, if continued, could impact long-term financial stability.

What is the primary purpose of the Lemberg Foundation Inc.?

Based on the financial data, the Lemberg Foundation Inc. operates as a grant-making organization, distributing funds rather than directly operating programs. The consistent 'Officer Comp=0%' suggests it may be a family foundation or one run by volunteers.

How does the Lemberg Foundation Inc. manage its liabilities?

The foundation consistently reports extremely low or zero liabilities across all filings (e.g., $1 in 2023 and 2022, $4,378 in 2021), indicating very strong financial management regarding debt and obligations.

Filing History

IRS 990 filing history for Lemberg Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Lemberg Foundation Inc's revenue has grown by 23.1%, moving from $2.8M to $3.5M. Total assets decreased by 27.1% over the same period, from $12.2M to $8.9M. Total functional expenses rose by 79.3%, from $2.2M to $4.0M. In its most recent filing year (2023), Lemberg Foundation Inc reported a deficit of $538K, with expenses exceeding revenue. The organization holds $1 in liabilities against $8.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $8.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $3.5M $4.0M $8.9M $1 View 990
2022 $4.4M $4.7M $9.4M $1 View 990
2021 $7.9M $4.4M $9.8M $4K View 990
2020 $3.0M $4.2M $6.2M $12K View 990
2019 $3.5M $4.1M $7.5M $3K View 990
2015 $2.4M $3.9M $10.5M $1 View 990
2014 $2.3M $3.4M $12.0M $1 View 990
2013 $2.8M $2.7M $13.1M $0 View 990
2012 $5.5M $2.4M $15.2M $0 View 990
2011 $2.8M $2.2M $12.2M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $3.5M, expenses of $4.0M, and assets of $8.9M (revenue -20.1% year-over-year).
  • 2022: Revenue of $4.4M, expenses of $4.7M, and assets of $9.4M (revenue -44.8% year-over-year).
  • 2021: Revenue of $7.9M, expenses of $4.4M, and assets of $9.8M (revenue +164.7% year-over-year).
  • 2020: Revenue of $3.0M, expenses of $4.2M, and assets of $6.2M (revenue -14.5% year-over-year).
  • 2019: Revenue of $3.5M, expenses of $4.1M, and assets of $7.5M (revenue +43.8% year-over-year).
  • 2015: Revenue of $2.4M, expenses of $3.9M, and assets of $10.5M (revenue +5.6% year-over-year).
  • 2014: Revenue of $2.3M, expenses of $3.4M, and assets of $12.0M (revenue -17.5% year-over-year).
  • 2013: Revenue of $2.8M, expenses of $2.7M, and assets of $13.1M (revenue -48.8% year-over-year).
  • 2012: Revenue of $5.5M, expenses of $2.4M, and assets of $15.2M (revenue +92.4% year-over-year).
  • 2011: Revenue of $2.8M, expenses of $2.2M, and assets of $12.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Lemberg 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 Lemberg 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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