TPhilanthropy, Voluntarism & GrantmakingEIN: 137298842· Ruling Year: 2001

Bernard And Anne Spitzer Charitable Tr

New York, New York

B-Health Score
46B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org6.90×
Peer Median18.82×
💰
$29.9M
Total Revenue
📊
$58.5M
Total Expenses
🏦
$403.7M
Net Assets
📋
$207K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+157.5%
Year-over-year change (2022 → 2023)
Net Margin
-95.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.90
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$29,922,110158%$58,528,6562%$403,894,8949%
2022$11,619,20867%$57,405,4013%$445,765,69112%
2021$35,284,395101%$55,981,066$506,519,4687%
2020$17,565,68615%$55,890,8754%$543,937,6067%
2019$20,558,970134%$53,980,431359%$584,180,972997%
2014$8,789,801116%$11,770,07463%$53,266,6805%
2013$4,065,13613%$7,223,9833%$55,845,7116%
2012$4,689,61332%$7,041,404120%$59,597,1863%
2011$6,921,609$3,197,964$61,411,975

Frequently Asked Questions

What does Bernard And Anne Spitzer Charitable Tr do?

Bernard And Anne Spitzer Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bernard And Anne Spitzer Charitable Tr financially healthy?

Based on our 9-metric Financial Health Score model, Bernard And Anne Spitzer Charitable Tr has a score of 46/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Bernard And Anne Spitzer Charitable Tr generate?

Revenue data for Bernard And Anne Spitzer Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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