Lisa And Steven Tananbaum Charitable Tr
Lisa And Steven Tananbaum Charitable Tr maintains substantial assets and zero officer compensation, with fluctuating annual revenues and expenses.
EIN: 137378428 · Palm Beach, FL · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $10.4M |
| Total Expenses | $5.2M |
| Program Spending | 90% |
| Net Assets | $42.0M |
| Transparency Score | 85/100 |
Is Lisa And Steven Tananbaum Charitable Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Lisa And Steven Tananbaum Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Lisa And Steven Tananbaum Charitable Tr
Lisa And Steven Tananbaum Charitable Tr (EIN: 137378428) is a nonprofit organization based in Palm Beach, FL, classified under NTEE code T22. The organization reported total revenue of $10.4M and total assets of $55.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lisa And Steven Tananbaum Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lisa And Steven Tananbaum Charitable Tr is a large nonprofit that has been operating for 23 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.2M |
| Total Expenses | $5.2M |
| Surplus / Deficit | $-2,959,084 |
| Total Assets | $42.0M |
| Total Liabilities | $1 |
| Net Assets | $42.0M |
| Operating Margin | -133.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 97.2 months |
Financial Health Grade: B
In 2023, Lisa And Steven Tananbaum Charitable Tr reported a deficit of $3.0M with expenses exceeding revenue, holds 97.2 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), Lisa And Steven Tananbaum Charitable Tr's revenue has declined at a compound annual growth rate (CAGR) of -6.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -88.9% | -7.2% | -6.4% |
| 2022 | +2466.4% | +14.0% | +47.4% |
| 2021 | -95.1% | +41.5% | -11.8% |
| 2020 | +894.3% | +0.7% | +56.9% |
| 2019 | +28.3% | +271.8% | +0.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2003 |
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 Lisa And Steven Tananbaum Charitable Tr 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, Lisa And Steven Tananbaum Charitable Tr 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 deficit of $3.0M, with expenses exceeding revenue.
- 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 executives, which is highly efficient for a charitable trust of this size.
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 Lisa And Steven Tananbaum Charitable Tr's IRS 990 filings:
- Lack of detailed expense breakdown in public filings (common for private foundations)
- Significant fluctuations in annual revenue and expenses, making year-over-year comparisons challenging without further context.
Strengths
The following positive indicators were identified for Lisa And Steven Tananbaum Charitable Tr:
- Zero officer compensation, indicating highly efficient use of funds for charitable purposes.
- Substantial and growing asset base ($55,148,566 currently), providing long-term stability.
- Minimal liabilities ($1 across all filings), demonstrating strong financial health and responsible management.
- Consistent filing history (10 filings), indicating good compliance and transparency with IRS requirements.
Frequently Asked Questions about Lisa And Steven Tananbaum Charitable Tr
Is Lisa And Steven Tananbaum Charitable Tr a legitimate charity?
Lisa And Steven Tananbaum Charitable Tr (EIN: 137378428) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $10.4M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Lisa And Steven Tananbaum Charitable Tr spend its money?
Lisa And Steven Tananbaum Charitable Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Lisa And Steven Tananbaum Charitable Tr tax-deductible?
Lisa And Steven Tananbaum Charitable Tr is registered as a tax-exempt nonprofit (EIN: 137378428). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Lisa And Steven Tananbaum Charitable Tr compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Lisa And Steven Tananbaum Charitable Tr is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Lisa And Steven Tananbaum Charitable Tr located?
Lisa And Steven Tananbaum Charitable Tr is headquartered in Palm Beach, Florida and files with the IRS under EIN 137378428. It is classified under NTEE code T22.
How many years of IRS 990 filings does Lisa And Steven Tananbaum Charitable Tr have?
Lisa And Steven Tananbaum Charitable Tr 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 $10.4M in total revenue.
What is the primary purpose of the Lisa And Steven Tananbaum Charitable Tr?
As a private foundation (NTEE T22), its primary purpose is typically to make grants to other charitable organizations, rather than directly operating programs.
How has the organization's asset base changed over time?
The organization's assets have shown significant growth, increasing from $11,036,651 in 2011 to $55,148,566 currently, indicating strong financial management and investment.
Does the organization pay its officers?
No, the organization consistently reports 0% officer compensation in all available IRS 990 filings, suggesting a volunteer or unpaid leadership structure.
Are there any concerns regarding the organization's liabilities?
No, the organization consistently reports minimal liabilities ($1) across all periods, indicating a very strong financial position with virtually no debt.
Filing History
IRS 990 filing history for Lisa And Steven Tananbaum Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Lisa And Steven Tananbaum Charitable Tr's revenue has declined by 55.4%, moving from $5.0M to $2.2M. Total assets increased by 280.4% over the same period, from $11.0M to $42.0M. Total functional expenses rose by 214.1%, from $1.7M to $5.2M. In its most recent filing year (2023), Lisa And Steven Tananbaum Charitable Tr reported a deficit of $3.0M, with expenses exceeding revenue. The organization holds $1 in liabilities against $42.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $42.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.2M | $5.2M | $42.0M | $1 | — | View 990 |
| 2022 | $20.0M | $5.6M | $44.9M | $1 | — | View 990 |
| 2021 | $780K | $4.9M | $30.4M | $1 | — | View 990 |
| 2020 | $16.0M | $3.5M | $34.5M | $1 | — | View 990 |
| 2019 | $1.6M | $3.4M | $22.0M | $1 | — | — |
| 2015 | $1.3M | $925K | $21.9M | $1 | — | View 990 |
| 2014 | $2.5M | $1.5M | $21.8M | $1 | — | View 990 |
| 2013 | $2.3M | $1.1M | $17.8M | $1 | — | View 990 |
| 2012 | $2.6M | $886K | $13.8M | $1 | — | View 990 |
| 2011 | $5.0M | $1.7M | $11.0M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.2M, expenses of $5.2M, and assets of $42.0M (revenue -88.9% year-over-year).
- 2022: Revenue of $20.0M, expenses of $5.6M, and assets of $44.9M (revenue +2466.4% year-over-year).
- 2021: Revenue of $780K, expenses of $4.9M, and assets of $30.4M (revenue -95.1% year-over-year).
- 2020: Revenue of $16.0M, expenses of $3.5M, and assets of $34.5M (revenue +894.3% year-over-year).
- 2019: Revenue of $1.6M, expenses of $3.4M, and assets of $22.0M (revenue +28.3% year-over-year).
- 2015: Revenue of $1.3M, expenses of $925K, and assets of $21.9M (revenue -49.5% year-over-year).
- 2014: Revenue of $2.5M, expenses of $1.5M, and assets of $21.8M (revenue +7.7% year-over-year).
- 2013: Revenue of $2.3M, expenses of $1.1M, and assets of $17.8M (revenue -10.2% year-over-year).
- 2012: Revenue of $2.6M, expenses of $886K, and assets of $13.8M (revenue -48.7% year-over-year).
- 2011: Revenue of $5.0M, expenses of $1.7M, and assets of $11.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lisa And Steven Tananbaum Charitable Tr:
Data Sources and Methodology
This transparency report for Lisa And Steven Tananbaum Charitable Tr 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.