Morton & Helen Yulman Charitable Trust 14417154
Morton & Helen Yulman Charitable Trust maintains strong assets and zero executive compensation amidst fluctuating revenues.
EIN: 146015572 · Coral Gables, FL · Updated: 2026-03-28
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Morton & Helen Yulman Charitable Trust 14417154 is mapped to EIN 146015572.
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| Metric | Value |
|---|---|
| Total Revenue | $3.1M |
| Total Expenses | $1.3M |
| Program Spending | 95% |
| CEO/Top Officer Pay | $13.5 |
| Net Assets | $12.4M |
| Transparency Score | 90/100 |
Search Intent Cockpit
Morton & Helen Yulman Charitable Trust 14417154 Form 990, Revenue, CEO Pay, and IRS Filing Signals
Morton & Helen Yulman Charitable Trust 14417154 is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Morton & Helen Yulman Charitable Trust 14417154 in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $1.3M and expenses of $1.3M.
Revenue and Expenses
Morton & Helen Yulman Charitable Trust 14417154 reported $1.3M in revenue and $1.3M in expenses, a surplus of $31K.
Executive Compensation
Top officer compensation appears as $13.5 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
90/100 mission score, 0 red flags, and 4 strengths are shown from structured and AI review.
Is Morton & Helen Yulman Charitable Trust 14417154 Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $1.2M (95%) |
Across stored filings, Morton & Helen Yulman Charitable Trust 14417154 shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 95% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Cornelia Warren Community Assn Inc | Florida and category context |
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Coral Gables, FL nonprofitsFollow the Money
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Request a concise report for Morton & Helen Yulman Charitable Trust 14417154 with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
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Morton & Helen Yulman Charitable Trust 14417154 directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Morton & Helen Yulman Charitable Trust 14417154
Morton & Helen Yulman Charitable Trust 14417154 (EIN: 146015572) is a nonprofit organization based in Coral Gables, FL. The organization reported total revenue of $3.1M and total assets of $13.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Morton & Helen Yulman Charitable Trust 14417154's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Morton & Helen Yulman Charitable Trust 14417154 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 7.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.3M |
| Total Expenses | $1.3M |
| Surplus / Deficit | +$31K |
| Total Assets | $12.4M |
| Total Liabilities | $1 |
| Net Assets | $12.4M |
| Operating Margin | 2.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 117.3 months |
Financial Health Grade: A
In 2023, Morton & Helen Yulman Charitable Trust 14417154 reported a surplus of $31K with revenue exceeding expenses, holds 117.3 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), Morton & Helen Yulman Charitable Trust 14417154's revenue has grown at a compound annual growth rate (CAGR) of 7.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +175.6% | -1.1% | +0.1% |
| 2022 | -83.1% | -10.3% | -6.1% |
| 2021 | +113.3% | +8.1% | +19.6% |
| 2020 | -51.2% | +0.4% | +11.1% |
| 2019 | +352.4% | +32.7% | +1.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1230 |
| 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 Morton & Helen Yulman Charitable Trust 14417154 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, Morton & Helen Yulman Charitable Trust 14417154 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 $31K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for an organization of its asset size ($13.5 million).
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 Morton & Helen Yulman Charitable Trust 14417154:
- Zero executive compensation reported across all filings, indicating high efficiency.
- Strong and consistent asset base, with assets exceeding $13.5 million in the latest period.
- Very low liabilities, consistently reported as $1 in recent years.
- Consistent IRS 990 filing history over a decade, demonstrating regulatory compliance.
Frequently Asked Questions about Morton & Helen Yulman Charitable Trust 14417154
Is Morton & Helen Yulman Charitable Trust 14417154 a legitimate charity?
Morton & Helen Yulman Charitable Trust 14417154 (EIN: 146015572) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.1M. No red flags identified. 4 strengths noted. Financial health grade: A.
How does Morton & Helen Yulman Charitable Trust 14417154 spend its money?
Morton & Helen Yulman Charitable Trust 14417154 directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Morton & Helen Yulman Charitable Trust 14417154 tax-deductible?
Morton & Helen Yulman Charitable Trust 14417154 is registered as a tax-exempt nonprofit (EIN: 146015572). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Morton & Helen Yulman Charitable Trust 14417154 CEO make?
Morton & Helen Yulman Charitable Trust 14417154's highest-compensated officer earns $13.5 annually. The organization reported $3.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is Morton & Helen Yulman Charitable Trust 14417154 located?
Morton & Helen Yulman Charitable Trust 14417154 is headquartered in Coral Gables, Florida and files with the IRS under EIN 146015572.
How many years of IRS 990 filings does Morton & Helen Yulman Charitable Trust 14417154 have?
Morton & Helen Yulman Charitable Trust 14417154 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 $3.1M in total revenue.
What is the primary charitable purpose or program of the Morton & Helen Yulman Charitable Trust?
Based on the available data, the NTEE code is unknown, and the filings do not detail specific programs. However, as a charitable trust with significant assets and no officer compensation, it likely functions as a grant-making entity supporting other non-profits.
How does the trust manage its investments to generate revenue?
The revenue fluctuations (e.g., $473,107 in 2022 vs. $2,797,733 in 2021) suggest that investment income plays a significant role, but the specific investment strategies are not detailed in the provided 990 summary data.
Are there any significant liabilities or financial risks for the trust?
No, the trust consistently reports liabilities as $1 in recent years (2019-2023), indicating a very low-risk financial position with virtually no debt.
Filing History
IRS 990 filing history for Morton & Helen Yulman Charitable Trust 14417154 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Morton & Helen Yulman Charitable Trust 14417154's revenue has grown by 124.2%, moving from $582K to $1.3M. Total assets increased by 7.8% over the same period, from $11.5M to $12.4M. Total functional expenses rose by 74.6%, from $729K to $1.3M. In its most recent filing year (2023), Morton & Helen Yulman Charitable Trust 14417154 reported a surplus of $31K, with revenue exceeding expenses. The organization holds $1 in liabilities against $12.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $12.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.3M | $1.3M | $12.4M | $1 | — | View 990 |
| 2022 | $473K | $1.3M | $12.4M | $1 | — | View 990 |
| 2021 | $2.8M | $1.4M | $13.2M | $1 | — | View 990 |
| 2020 | $1.3M | $1.3M | $11.1M | $1 | — | View 990 |
| 2019 | $2.7M | $1.3M | $10.0M | $1 | — | — |
| 2015 | $594K | $997K | $9.8M | $1 | — | View 990 |
| 2014 | $682K | $1.0M | $10.4M | $1 | — | View 990 |
| 2013 | $1.0M | $726K | $11.1M | $206K | — | View 990 |
| 2012 | $474K | $841K | $11.1M | $25K | — | View 990 |
| 2011 | $582K | $729K | $11.5M | $91K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.3M, expenses of $1.3M, and assets of $12.4M (revenue +175.6% year-over-year).
- 2022: Revenue of $473K, expenses of $1.3M, and assets of $12.4M (revenue -83.1% year-over-year).
- 2021: Revenue of $2.8M, expenses of $1.4M, and assets of $13.2M (revenue +113.3% year-over-year).
- 2020: Revenue of $1.3M, expenses of $1.3M, and assets of $11.1M (revenue -51.2% year-over-year).
- 2019: Revenue of $2.7M, expenses of $1.3M, and assets of $10.0M (revenue +352.4% year-over-year).
- 2015: Revenue of $594K, expenses of $997K, and assets of $9.8M (revenue -13.0% year-over-year).
- 2014: Revenue of $682K, expenses of $1.0M, and assets of $10.4M (revenue -34.4% year-over-year).
- 2013: Revenue of $1.0M, expenses of $726K, and assets of $11.1M (revenue +119.2% year-over-year).
- 2012: Revenue of $474K, expenses of $841K, and assets of $11.1M (revenue -18.5% year-over-year).
- 2011: Revenue of $582K, expenses of $729K, and assets of $11.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Morton & Helen Yulman Charitable Trust 14417154:
Data Sources and Methodology
This transparency report for Morton & Helen Yulman Charitable Trust 14417154 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.