Zelnick Belzberg Charitable Tr Ua
Zelnick Belzberg Charitable Tr Ua shows highly variable revenue and asset levels, with no reported officer compensation.
EIN: 137187853 · Darien, CT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.5M |
| Total Expenses | $1.7M |
| Program Spending | 80% |
| Net Assets | $1.4M |
| Transparency Score | 65/100 |
Is Zelnick Belzberg Charitable Tr Ua Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Zelnick Belzberg Charitable Tr Ua directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Zelnick Belzberg Charitable Tr Ua
Zelnick Belzberg Charitable Tr Ua (EIN: 137187853) is a nonprofit organization based in Darien, CT. The organization reported total revenue of $4.5M and total assets of $1.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Zelnick Belzberg Charitable Tr Ua's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Zelnick Belzberg Charitable Tr Ua is a mid-size nonprofit that has been operating for 26 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 27.8%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.8M |
| Total Expenses | $1.7M |
| Surplus / Deficit | +$1.2M |
| Total Assets | $1.4M |
| Total Liabilities | $6K |
| Net Assets | $1.4M |
| Operating Margin | 40.7% |
| Debt-to-Asset Ratio | 0.4% |
| Months of Reserves | 10.2 months |
Financial Health Grade: A
In 2024, Zelnick Belzberg Charitable Tr Ua reported a surplus of $1.2M with revenue exceeding expenses, holds 10.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.4% (very low leverage).
Financial Trends
Over 10 years of filings (2012–2024), Zelnick Belzberg Charitable Tr Ua's revenue has grown at a compound annual growth rate (CAGR) of 27.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +791.2% | +30.4% | -4.5% |
| 2023 | +13.4% | -18.2% | -38.8% |
| 2022 | -95.2% | +77.3% | -38.4% |
| 2021 | +309.4% | -9.2% | +159.4% |
| 2020 | +31.3% | -10.4% | +196.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2000 |
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 Zelnick Belzberg Charitable Tr Ua with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Zelnick Belzberg Charitable Tr Ua allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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:
- The organization reported a surplus of $1.2M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.4%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or other compensation are paid to its officers, which is a strong positive for financial stewardship.
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 Zelnick Belzberg Charitable Tr Ua's IRS 990 filings:
- Unknown NTEE code limits understanding of mission focus
- Significant year-over-year revenue and asset volatility, which could impact long-term planning if not managed effectively
Strengths
The following positive indicators were identified for Zelnick Belzberg Charitable Tr Ua:
- Consistent 0% officer compensation, indicating strong financial stewardship regarding executive pay
- Generally low liabilities across all filing periods, suggesting good debt management
- Long-term growth in assets from $82,762 in 2012 to $1,476,790 currently
Frequently Asked Questions about Zelnick Belzberg Charitable Tr Ua
Is Zelnick Belzberg Charitable Tr Ua a legitimate charity?
Zelnick Belzberg Charitable Tr Ua (EIN: 137187853) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 65/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.5M. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Zelnick Belzberg Charitable Tr Ua spend its money?
Zelnick Belzberg Charitable Tr Ua directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Zelnick Belzberg Charitable Tr Ua tax-deductible?
Zelnick Belzberg Charitable Tr Ua is registered as a tax-exempt nonprofit (EIN: 137187853). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Zelnick Belzberg Charitable Tr Ua's spending goes to programs?
Zelnick Belzberg Charitable Tr Ua directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Zelnick Belzberg Charitable Tr Ua located?
Zelnick Belzberg Charitable Tr Ua is headquartered in Darien, Connecticut and files with the IRS under EIN 137187853.
How many years of IRS 990 filings does Zelnick Belzberg Charitable Tr Ua have?
Zelnick Belzberg Charitable Tr Ua 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 $4.5M in total revenue.
What are the specific programs or grants funded by Zelnick Belzberg Charitable Tr Ua?
The provided IRS 990 data does not detail the specific programs or grants funded by the organization. Further investigation into their public filings or website would be necessary to understand their programmatic activities.
Why is there such significant fluctuation in annual revenue and assets?
The significant fluctuations in revenue (e.g., $5.8M in 2021 vs. $318K in 2023) and assets (e.g., $3.9M in 2021 vs. $1.4M in 2024) are common for private foundations, often reflecting investment performance, large infrequent donations, or significant grant distributions.
What is the NTEE code for this organization, and how does it align with its activities?
The NTEE code for Zelnick Belzberg Charitable Tr Ua is currently unknown based on the provided data. Identifying this code would help classify its primary area of charitable activity and allow for better comparison with peer organizations.
Filing History
IRS 990 filing history for Zelnick Belzberg Charitable Tr Ua showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), Zelnick Belzberg Charitable Tr Ua's revenue has grown by 1790.8%, moving from $150K to $2.8M. Total assets increased by 1621.3% over the same period, from $83K to $1.4M. Total functional expenses rose by 748.6%, from $198K to $1.7M. In its most recent filing year (2024), Zelnick Belzberg Charitable Tr Ua reported a surplus of $1.2M, with revenue exceeding expenses. The organization holds $6K in liabilities against $1.4M in assets (debt-to-asset ratio: 0.4%), resulting in net assets of $1.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $2.8M | $1.7M | $1.4M | $6K | — | View 990 |
| 2023 | $318K | $1.3M | $1.5M | $26K | — | — |
| 2022 | $281K | $1.6M | $2.4M | $4K | — | View 990 |
| 2021 | $5.8M | $889K | $4.0M | $15K | — | View 990 |
| 2020 | $1.4M | $979K | $1.5M | $27K | — | — |
| 2016 | $1.1M | $1.1M | $514K | $350 | — | View 990 |
| 2015 | $1.0M | $660K | $632K | $1 | — | View 990 |
| 2014 | $1.1M | $586K | $637K | $6K | — | View 990 |
| 2013 | $550K | $384K | $251K | $1 | — | View 990 |
| 2012 | $150K | $198K | $83K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $2.8M, expenses of $1.7M, and assets of $1.4M (revenue +791.2% year-over-year).
- 2023: Revenue of $318K, expenses of $1.3M, and assets of $1.5M (revenue +13.4% year-over-year).
- 2022: Revenue of $281K, expenses of $1.6M, and assets of $2.4M (revenue -95.2% year-over-year).
- 2021: Revenue of $5.8M, expenses of $889K, and assets of $4.0M (revenue +309.4% year-over-year).
- 2020: Revenue of $1.4M, expenses of $979K, and assets of $1.5M (revenue +31.3% year-over-year).
- 2016: Revenue of $1.1M, expenses of $1.1M, and assets of $514K (revenue +4.9% year-over-year).
- 2015: Revenue of $1.0M, expenses of $660K, and assets of $632K (revenue -3.6% year-over-year).
- 2014: Revenue of $1.1M, expenses of $586K, and assets of $637K (revenue +94.9% year-over-year).
- 2013: Revenue of $550K, expenses of $384K, and assets of $251K (revenue +266.7% year-over-year).
- 2012: Revenue of $150K, expenses of $198K, and assets of $83K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Zelnick Belzberg Charitable Tr Ua:
Data Sources and Methodology
This transparency report for Zelnick Belzberg Charitable Tr Ua 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.