TPhilanthropy, Voluntarism & GrantmakingEIN: 846584433· Ruling Year: 2020

The Max And Bella Stein Charitable Trust

Wayne, Pennsylvania

B-Health Score
50B-

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 Org13.39×
Peer Median18.82×
💰
$986K
Total Revenue
📊
$1.4M
Total Expenses
🏦
$18.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.9%
Year-over-year change (2022 → 2023)
Net Margin
-42.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.39
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$985,8838%$1,403,07728%$18,792,1292%
2022$913,60372%$1,099,55729%$19,209,3231%
2021$3,304,910283%$853,71527%$19,395,27714%
2020$863,607228%$1,175,491325%$16,944,0822%
2019$263,682$276,546$17,255,966

Frequently Asked Questions

What does The Max And Bella Stein Charitable Trust do?

The Max And Bella Stein Charitable Trust 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 The Max And Bella Stein Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, The Max And Bella Stein Charitable Trust has a score of 50/100 (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 The Max And Bella Stein Charitable Trust generate?

Revenue data for The Max And Bella Stein Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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The Max And Bella Stein Charitable Trust — Wayne, PA | GiveScope