Robert & Gail Edelstein Foundation Inc

Robert & Gail Edelstein Foundation shows consistent asset growth and zero executive compensation over a decade.

EIN: 133948948 · Palm Bch Gdns, FL · NTEE: T22Z · Updated: 2026-03-28

$764KRevenue
$3.2MAssets
85/100Mission Score (Excellent)
T22Z
Robert & Gail Edelstein Foundation Inc Financial Summary
MetricValue
Total Revenue$764K
Total Expenses$641K
Program Spending85%
Net Assets$2.9M
Transparency Score85/100

Search Intent Cockpit

Robert & Gail Edelstein Foundation Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals

Robert & Gail Edelstein Foundation Inc 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 Robert & Gail Edelstein Foundation Inc in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $724K and expenses of $641K.

Revenue and Expenses

Robert & Gail Edelstein Foundation Inc reported $724K in revenue and $641K in expenses, a surplus of $83K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

85/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.

Is Robert & Gail Edelstein 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 →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
85%Program Expense
$0Grants Paid
10Stored Filing Years

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

Robert & Gail Edelstein Foundation Inc Expense Deployment
Program services$545K (85%)

Across stored filings, Robert & Gail Edelstein Foundation Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Robert & Gail Edelstein Foundation Inc Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 1 red flag identified
Mission spend85% to programsExcellent
Financial durabilityGrade A10 stored filing years
Peer contextCompare with Cornelia Warren Community Assn IncFlorida and Philanthropy context

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Robert & Gail Edelstein Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Robert & Gail Edelstein Foundation Inc

Robert & Gail Edelstein Foundation Inc (EIN: 133948948) is a nonprofit organization based in Palm Bch Gdns, FL, classified under NTEE code T22Z. The organization reported total revenue of $764K and total assets of $3.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert & Gail Edelstein Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

28Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Robert & Gail Edelstein Foundation Inc is a small nonprofit that has been operating for 28 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 21.2%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$724K
Total Expenses$641K
Surplus / Deficit+$83K
Total Assets$2.9M
Total Liabilities$1
Net Assets$2.9M
Operating Margin11.5%
Debt-to-Asset Ratio0.0%
Months of Reserves54.5 months

Financial Health Grade: A

In 2024, Robert & Gail Edelstein Foundation Inc reported a surplus of $83K with revenue exceeding expenses, holds 54.5 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 (2012–2024), Robert & Gail Edelstein Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 21.2%.

YearRevenue ChangeExpense ChangeAsset Change
2024+34.3%+70.2%+7.8%
2023+3.9%+7.6%+8.1%
2022-25.2%+31.0%+11.3%
2021+22.1%+54.9%+43.2%
2020+89.7%+17.9%+13.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1998

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

AI Transparency Report

The Robert & Gail Edelstein Foundation Inc demonstrates consistent financial growth and a strong asset base, with assets increasing from $981,027 in 2012 to $3,221,217 currently. The organization consistently reports zero officer compensation, which is a positive indicator for donor confidence as it suggests resources are not being diverted to executive salaries. However, without detailed expense breakdowns beyond total expenses, it's challenging to fully assess spending efficiency, particularly the allocation between program services, administrative costs, and fundraising. The foundation's revenue has shown significant fluctuations but a general upward trend over the past decade, with the latest reported revenue at $763,676. Expenses have also increased in line with revenue growth, from $98,990 in 2012 to $640,795 in 2024. The organization consistently maintains minimal liabilities, indicating sound financial management and low financial risk. To further enhance transparency, the foundation could provide more granular detail on its program activities and how its expenses directly contribute to its mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Robert & Gail Edelstein 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: 85%
  • fundraising: 5%

According to IRS 990 filings, Robert & Gail Edelstein Foundation 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 (2024)

From the most recent IRS 990 filing on record:

$724KTotal Revenue
$641KTotal Expenses
$2.9MTotal Assets
$1Total Liabilities
$2.9MNet Assets
  • The organization reported a surplus of $83K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no executive salaries are paid, which is highly favorable for resource allocation directly to the mission.

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 Robert & Gail Edelstein Foundation Inc's IRS 990 filings:

  • Lack of detailed expense breakdown beyond total expenses in provided data, making it difficult to fully assess program efficiency.

Strengths

The following positive indicators were identified for Robert & Gail Edelstein Foundation Inc:

  • Consistent asset growth, from $981,027 in 2012 to $3,221,217 currently.
  • Zero officer compensation reported across all filings, indicating efficient use of funds.
  • Minimal liabilities, consistently reported as $1 or very low amounts, suggesting strong financial management.
  • Positive net income in most years, contributing to asset accumulation.

Frequently Asked Questions about Robert & Gail Edelstein Foundation Inc

Is Robert & Gail Edelstein Foundation Inc a legitimate charity?

Robert & Gail Edelstein Foundation Inc (EIN: 133948948) 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: $764K. 1 red flag identified. 4 strengths noted. Financial health grade: A.

How does Robert & Gail Edelstein Foundation Inc spend its money?

Robert & Gail Edelstein Foundation Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Robert & Gail Edelstein Foundation Inc tax-deductible?

Robert & Gail Edelstein Foundation Inc is registered as a tax-exempt nonprofit (EIN: 133948948). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Robert & Gail Edelstein Foundation Inc's spending goes to programs?

Robert & Gail Edelstein Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Robert & Gail Edelstein Foundation Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Robert & Gail Edelstein Foundation Inc is above average for NTEE category T22Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Robert & Gail Edelstein Foundation Inc located?

Robert & Gail Edelstein Foundation Inc is headquartered in Palm Bch Gdns, Florida and files with the IRS under EIN 133948948. It is classified under NTEE code T22Z.

How many years of IRS 990 filings does Robert & Gail Edelstein Foundation Inc have?

Robert & Gail Edelstein 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 $764K in total revenue.

Is the Robert & Gail Edelstein Foundation Inc a good charity?

Based on the available data, the foundation exhibits strong financial health with growing assets and no executive compensation. Its consistent growth and minimal liabilities suggest good stewardship of funds. However, a full assessment of 'goodness' would benefit from more detailed program expense breakdowns.

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

The foundation's financial health has significantly improved, with assets growing from $981,027 in 2012 to $3,221,217 currently, and revenue increasing from $72,413 to $763,676 over the same period. Liabilities have remained consistently low.

What is the organization's approach to executive compensation?

The Robert & Gail Edelstein Foundation Inc reports 0% officer compensation in all available filings, indicating a policy of not paying salaries to its officers.

Filing History

IRS 990 filing history for Robert & Gail Edelstein Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Robert & Gail Edelstein Foundation Inc's revenue has grown by 899.9%, moving from $72K to $724K. Total assets increased by 196.7% over the same period, from $981K to $2.9M. Total functional expenses rose by 547.3%, from $99K to $641K. In its most recent filing year (2024), Robert & Gail Edelstein Foundation Inc reported a surplus of $83K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $724K $641K $2.9M $1
2023 $539K $377K $2.7M $1 View 990
2022 $519K $350K $2.5M $1 View 990
2021 $693K $267K $2.2M $1
2020 $568K $173K $1.6M $1 View 990
2016 $299K $146K $1.4M $4K View 990
2015 $316K $137K $1.3M $3K View 990
2014 $153K $106K $1.2M $1K View 990
2013 $178K $112K $1.1M $5K View 990
2012 $72K $99K $981K $987 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $724K, expenses of $641K, and assets of $2.9M (revenue +34.3% year-over-year).
  • 2023: Revenue of $539K, expenses of $377K, and assets of $2.7M (revenue +3.9% year-over-year).
  • 2022: Revenue of $519K, expenses of $350K, and assets of $2.5M (revenue -25.2% year-over-year).
  • 2021: Revenue of $693K, expenses of $267K, and assets of $2.2M (revenue +22.1% year-over-year).
  • 2020: Revenue of $568K, expenses of $173K, and assets of $1.6M (revenue +89.7% year-over-year).
  • 2016: Revenue of $299K, expenses of $146K, and assets of $1.4M (revenue -5.3% year-over-year).
  • 2015: Revenue of $316K, expenses of $137K, and assets of $1.3M (revenue +106.9% year-over-year).
  • 2014: Revenue of $153K, expenses of $106K, and assets of $1.2M (revenue -14.1% year-over-year).
  • 2013: Revenue of $178K, expenses of $112K, and assets of $1.1M (revenue +145.5% year-over-year).
  • 2012: Revenue of $72K, expenses of $99K, and assets of $981K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Robert & Gail Edelstein Foundation Inc:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Robert & Gail Edelstein 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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