TPhilanthropy, Voluntarism & GrantmakingEIN: 387161681· Ruling Year: 2016

Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr

Souderton, Pennsylvania

DHealth Score
34D

Financial Health Score

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

Poor

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org12.01×
Peer Median18.82×
💰
$6K
Total Revenue
📊
$9K
Total Expenses
🏦
$111K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+40.5%
Year-over-year change (2022 → 2023)
Net Margin
-47.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.01
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$6,26740%$9,2359%$110,9135%
2022$4,46266%$8,4721%$105,7583%
2021$13,183911%$8,5163%$109,3635%
2020$1,30483%$8,3032%$104,3657%
2019$7,835$8,123$111,808

Frequently Asked Questions

What does Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr do?

Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Pennsylvania. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr.

How much revenue does Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr generate?

Revenue data for Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr — Souderton, PA | GiveScope