Henry Bertha & Edward Rothman Foundation is a 501(c)(3) organization based in Beachwood, Ohio, registered in 1962, with $76,397 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$76K
▼ 53.1% vs prior year
Expenses (FY2024)
$100K
Net assets
$529K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Henry Bertha & Edward Rothman Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Henry Bertha & Edward Rothman Foundation: 64 mo reserves · -31% margin earns a D on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Henry Bertha & Edward Rothman Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Henry Bertha & Edward Rothman Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $51K (FY2013) to $76K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-30.7%
Spent more than it raised in the latest fiscal year.
Total assets
$529K
Total liabilities
$0
Net assets
$529K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $76,397▼53.1% | $99,869▲23.4% | $529,335▼4.2% | $529,335▼4.2% | 990PF |
| 2023 | $162,832▲177% | $80,925▼0.4% | $552,807▲17.4% | $552,807▲17.4% | 990PF |
| 2022 | $58,716▼49.9% | $81,212▼17.8% | $470,900▼4.6% | $470,900▼4.9% | 990PF |
| 2021 | $117,269▲34.5% | $98,751▲15.0% | $493,396▲3.9% | $495,162▲4.3% | 990PF |
| 2020 | $87,215▲45.8% | $85,842▲29.4% | $474,878▲0.3% | $474,878▼5.0% | 990PF |
| 2019 | $59,834▲48.3% | $66,323▼4.7% | $473,505▼1.4% | $499,840▲4.1% | 990PF |
| 2018 | $40,345▼53.7% | $69,582▲55.3% | $479,994▼5.7% | $479,994▼5.7% | 990PF |
| 2017 | $87,213▲34.6% | $44,801▲23.6% | $509,231▲9.1% | $509,231▲9.1% | 990PF |
| 2016 | $64,814▼15.0% | $36,254▼32.2% | $466,819▲6.5% | $466,819▲6.5% | 990PF |
| 2015 | $76,247▲3.4% | $53,491▲17.8% | $438,259▲5.5% | $438,259▲5.5% | 990PF |
| 2014 | $73,711▲43.5% | $45,414▼27.9% | $415,503▲7.3% | $415,503▲7.3% | 990PF |
| 2013 | $51,352 | $62,963▲21.2% | $387,206▼2.9% | $387,206▼2.9% | 990PF |
| 2012 | — | $51,961▲8.0% | $398,817▲10.5% | $398,817▲10.5% | 990PF |
| 2011 | — | $48,115 | $360,993 | $360,993 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Henry Bertha & Edward Rothman Foundation (EIN 31-6030079) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.