Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8
Only null% goes to programs Strong reserves Declining revenue
Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 is a 501(c)(3) organization based in Philadelphia, Pennsylvania, registered in 2013, with $566,975 in FY2024 revenue. CharityIndex grades it C+.
Glenmede Trust Co Na 1650 Mark, Philadelphia, PA, 19103 EIN 23-6859847 Since 2013
Revenue (FY2024)
$567K
▲ 26.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$526K
Net assets
$2.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating64 mo reserves · +7% margin
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 Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8: 64 mo reserves · +7% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Glenmede Trust Co Na 1650 Mark, Philadelphia, PA, 19103
- City
- Philadelphia
- State
- Pennsylvania
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $847K (FY2018) to $567K (FY2024) across 7 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.8M
Operating margin
7.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$0
Net assets
$2.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $566,975▲26.4% | $525,521▼5.0% | $2,789,158▲1.3% | $2,789,158▲1.3% | 990PF |
| 2023 | $448,383▼28.0% | $553,041▼8.3% | $2,752,051▼3.7% | $2,752,051▼3.7% | 990PF |
| 2022 | $622,353▼11.7% | $603,289▲13.5% | $2,858,566▲0.6% | $2,858,566▲0.6% | 990PF |
| 2021 | $705,137▲3.1% | $531,376▲8.9% | $2,841,533▲6.5% | $2,841,533▲6.5% | 990PF |
| 2020 | $684,039▲186% | $487,901▼7.0% | $2,667,579▲8.0% | $2,667,579▲8.0% | 990PF |
| 2019 | $238,854▼71.8% | $524,444▲2.5% | $2,470,241▼10.3% | $2,470,241▼10.3% | 990PF |
| 2018 | $847,421 | $511,705 | $2,754,438 | $2,754,438 | 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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Compare Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8
Frequently asked questions
- Is Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 a legitimate nonprofit?
- Yes. Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 23-6859847, based in Philadelphia, Pennsylvania. Donations are tax-deductible.
- What is Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8's EIN?
- Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8's Employer Identification Number (EIN) is 23-6859847.
- How much revenue does Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 report?
- Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 reported $566,975 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 have?
- CharityIndex grades Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 C+, based on financial health (reserves and operating margin).
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Data for Leo C Balzereit Charitable Remainder Unitrust 1001-02-7 8 (EIN 23-6859847) 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.