Leo Baeck Institute Inc

Leo Baeck Institute Inc. consistently grows assets with strong revenue generation and no reported officer compensation.

EIN: 135659965 · New York, NY · Updated: 2026-03-28

$33.9MRevenue
$7.9MGross Revenue
$18.2MAssets
90/100Mission Score (Excellent)
Leo Baeck Institute Inc Financial Summary
MetricValue
Total Revenue$33.9M
Total Expenses$3.8M
Program Spending85%
Net Assets$16.2M
Transparency Score90/100

Is Leo Baeck Institute Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Leo Baeck Institute Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Leo Baeck Institute Inc

Leo Baeck Institute Inc (EIN: 135659965) is a nonprofit organization based in New York, NY. The organization reported total revenue of $33.9M and total assets of $18.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Leo Baeck Institute Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

67Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Leo Baeck Institute Inc is a large nonprofit that has been operating for 67 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$5.6M
Total Expenses$3.8M
Surplus / Deficit+$1.8M
Total Assets$16.3M
Total Liabilities$140K
Net Assets$16.2M
Operating Margin31.7%
Debt-to-Asset Ratio0.9%
Months of Reserves50.9 months

Financial Health Grade: A

In 2023, Leo Baeck Institute Inc reported a surplus of $1.8M with revenue exceeding expenses, holds 50.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.9% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Leo Baeck Institute Inc's revenue has grown at a compound annual growth rate (CAGR) of 3.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023-29.9%+8.1%+19.0%
2022+62.6%+16.8%+32.7%
2021+3.1%+1.8%+30.8%
2020+25.5%+15.8%+45.6%
2019+16.0%-10.2%+44.7%

IRS Tax-Exempt Classification

IRS Classification Codes2300
IRS Ruling Date1959

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

AI Transparency Report

Leo Baeck Institute Inc. demonstrates strong financial health and efficient spending, particularly in recent years. The organization has consistently generated more revenue than expenses, leading to a significant increase in assets from $4,640,682 in 2014 to $16,301,121 in 2023. This growth indicates effective fundraising and financial management. The consistent reporting of 0% officer compensation across all available filings suggests a commitment to directing resources towards its mission rather than executive salaries, which is a positive indicator of transparency and donor trust. The organization's spending efficiency appears robust, with expenses generally well below revenue, allowing for asset accumulation. For example, in 2023, revenue was $5,627,236 against expenses of $3,843,485, resulting in a substantial surplus. While a detailed breakdown of program, administrative, and fundraising expenses isn't provided in the summary data, the overall financial trend points to a well-managed entity. The low liabilities relative to assets further underscore its financial stability. Overall, Leo Baeck Institute Inc. exhibits strong financial stewardship. The consistent growth in assets, coupled with a healthy revenue-to-expense ratio and the absence of reported officer compensation, paints a picture of a financially sound and transparent organization. Donors can be reasonably confident that their contributions are being managed effectively and directed towards the organization's mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Leo Baeck Institute Inc 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: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Leo Baeck Institute Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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:

$5.6MTotal Revenue
$3.8MTotal Expenses
$16.3MTotal Assets
$140KTotal Liabilities
$16.2MNet Assets
  • The organization reported a surplus of $1.8M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.9%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no portion of its expenses is allocated to executive salaries, which is highly favorable for donor confidence and mission focus.

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 Leo Baeck Institute Inc:

  • Consistent asset growth, from $4.6M in 2014 to $16.3M in 2023.
  • Revenue consistently exceeds expenses, indicating strong financial management (e.g., $5.6M revenue vs. $3.8M expenses in 2023).
  • 0% officer compensation reported across all filings, demonstrating high efficiency and mission focus.
  • Low liabilities relative to assets, indicating strong financial stability.
  • Healthy surplus generation in most reporting periods.

Frequently Asked Questions about Leo Baeck Institute Inc

Is Leo Baeck Institute Inc a legitimate charity?

Leo Baeck Institute Inc (EIN: 135659965) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $33.9M. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Leo Baeck Institute Inc spend its money?

Leo Baeck Institute Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Leo Baeck Institute Inc tax-deductible?

Leo Baeck Institute Inc is registered as a tax-exempt nonprofit (EIN: 135659965). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Leo Baeck Institute Inc's spending goes to programs?

Leo Baeck Institute Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Leo Baeck Institute Inc located?

Leo Baeck Institute Inc is headquartered in New York, New York and files with the IRS under EIN 135659965.

How many years of IRS 990 filings does Leo Baeck Institute Inc have?

Leo Baeck Institute Inc has 13 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 $33.9M in total revenue.

Is Leo Baeck Institute Inc. a good charity?

Based on the provided financial data, Leo Baeck Institute Inc. appears to be a very good charity. It consistently generates more revenue than expenses, leading to significant asset growth, and reports 0% officer compensation, suggesting a strong commitment to its mission.

How has the organization's financial health changed over time?

The organization's financial health has significantly improved over time, with assets growing from $4,640,682 in 2014 to $16,301,121 in 2023, and revenue consistently exceeding expenses, indicating strong financial management and growth.

What is the trend in revenue and expenses?

Revenue has shown a general upward trend, with some fluctuations, reaching $5,627,236 in 2023. Expenses have also increased but generally at a slower pace than revenue, maintaining a healthy surplus in most years.

How does the organization manage its liabilities?

The organization maintains very low liabilities relative to its assets, for example, $139,914 in liabilities against $16,301,121 in assets in 2023, indicating strong financial stability and minimal debt burden.

Filing History

IRS 990 filing history for Leo Baeck Institute Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Leo Baeck Institute Inc's revenue has grown by 56.1%, moving from $3.6M to $5.6M. Total assets increased by 250.5% over the same period, from $4.7M to $16.3M. Total functional expenses rose by 53.4%, from $2.5M to $3.8M. In its most recent filing year (2023), Leo Baeck Institute Inc reported a surplus of $1.8M, with revenue exceeding expenses. The organization holds $140K in liabilities against $16.3M in assets (debt-to-asset ratio: 0.9%), resulting in net assets of $16.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $5.6M $3.8M $16.3M $140K
2022 $8.0M $3.6M $13.7M $148K View 990
2021 $4.9M $3.0M $10.3M $308K View 990
2020 $4.8M $3.0M $7.9M $390K View 990
2019 $3.8M $2.6M $5.4M $127K View 990
2018 $3.3M $2.9M $3.7M $126K View 990
2017 $2.6M $2.8M $3.6M $78K View 990
2016 $3.0M $3.3M $3.7M $145K View 990
2015 $2.7M $3.1M $4.1M $136K View 990
2014 $3.0M $2.8M $4.6M $123K View 990
2013 $2.1M $2.9M $4.6M $849K View 990
2012 $2.6M $2.7M $4.8M $684K View 990
2011 $3.6M $2.5M $4.7M $642K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $5.6M, expenses of $3.8M, and assets of $16.3M (revenue -29.9% year-over-year).
  • 2022: Revenue of $8.0M, expenses of $3.6M, and assets of $13.7M (revenue +62.6% year-over-year).
  • 2021: Revenue of $4.9M, expenses of $3.0M, and assets of $10.3M (revenue +3.1% year-over-year).
  • 2020: Revenue of $4.8M, expenses of $3.0M, and assets of $7.9M (revenue +25.5% year-over-year).
  • 2019: Revenue of $3.8M, expenses of $2.6M, and assets of $5.4M (revenue +16.0% year-over-year).
  • 2018: Revenue of $3.3M, expenses of $2.9M, and assets of $3.7M (revenue +24.4% year-over-year).
  • 2017: Revenue of $2.6M, expenses of $2.8M, and assets of $3.6M (revenue -10.5% year-over-year).
  • 2016: Revenue of $3.0M, expenses of $3.3M, and assets of $3.7M (revenue +9.5% year-over-year).
  • 2015: Revenue of $2.7M, expenses of $3.1M, and assets of $4.1M (revenue -10.1% year-over-year).
  • 2014: Revenue of $3.0M, expenses of $2.8M, and assets of $4.6M (revenue +42.7% year-over-year).
  • 2013: Revenue of $2.1M, expenses of $2.9M, and assets of $4.6M (revenue -18.8% year-over-year).
  • 2012: Revenue of $2.6M, expenses of $2.7M, and assets of $4.8M (revenue -28.2% year-over-year).
  • 2011: Revenue of $3.6M, expenses of $2.5M, and assets of $4.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Leo Baeck Institute Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Leo Baeck Institute 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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