Npt Charitable Asset Tr
Only 55% goes to programs $0 to raise $100 Strong reserves Declining revenue
Npt Charitable Asset Tr is a 501(c)(3) organization based in Jenkintown, Pennsylvania, registered in 2011, with $926,668 in FY2023 revenue. CharityIndex grades it C, and it directs about 55% of spending to programs.
165 Township Line Rd Ste 1200, Jenkintown, PA, 19046 EIN 27-7059768 Since 2011
Revenue (FY2023)
$927K
▼ 87.5% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$1.4M
Net assets
$16.4M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
★★★★
Rated on 4 of 4 criteria.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →A+Program efficiency40% of the rating55% to programs · $0 to raise $100
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. For Npt Charitable Asset Tr: 55% to programs · $0 to raise $100 earns a A+ on this criterion. See the exact thresholds →
FFinancial health25% of the rating140 mo reserves · -52% 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 Npt Charitable Asset Tr: 140 mo reserves · -52% margin earns a F on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
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. For Npt Charitable Asset Tr: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 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 Npt Charitable Asset Tr: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
The mission of the npt charitable asset trust is to provide support for health, human services, public societal benefit, culture & arts, and educational purposes in furtherance of the mission of national philanthropic trust (npt). the npt charitable asset trust is a supporting organization to npt, an independent, nationally-recognized public charity with a mission to increase philanthropy in society.
Contact & location
- Address
- 165 Township Line Rd Ste 1200, Jenkintown, PA, 19046
- City
- Jenkintown
- State
- Pennsylvania
- Subcategory
- Philanthropy & Charity Promotion
- Phone
- …
- Website
- …
Financial trends
Revenue declined from $64.0M (FY2013) to $927K (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $982KNet assets $16.4M
Operating margin
-52.1%
Spent more than it raised in the latest fiscal year.
Total assets
$17.4M
Total liabilities
$982K
Net assets
$16.4M
Salaries & benefits
$0
0% of expenses
Board members
17
16 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $926,668▼87.5% | $1,409,203▼88.2% | $16,423,344▼2.1% | $17,405,601▲1.1% | 990 |
| 2022 | $7,435,223▲6.3% | $11,991,986▲83.8% | $16,778,282▼20.2% | $17,210,516▼19.2% | 990 |
| 2021 | $6,992,677▼61.9% | $6,524,919▼53.9% | $21,033,096▲1.3% | $21,312,815▼5.4% | 990 |
| 2020 | $18,345,009▼39.4% | $14,158,471▼21.1% | $20,770,995▲33.8% | $22,535,483▲36.9% | 990 |
| 2019 | $30,273,580▲117% | $17,955,742▲23.6% | $15,519,701▲174% | $16,456,984▲179% | 990 |
| 2018 | $13,974,571▲16851% | $14,522,050▲1615% | $5,656,229▼41.1% | $5,893,559▼39.8% | 990 |
| 2017 | $82,439▼95.9% | $846,776▼83.2% | $9,597,300▼3.1% | $9,787,563▼4.2% | 990 |
| 2016 | $2,003,158▼88.0% | $5,035,371▼56.8% | $9,904,341▼5.5% | $10,217,187▼9.5% | 990 |
| 2015 | $16,629,925▲831% | $11,667,579▲586% | $10,480,373▲96.0% | $11,289,023▲105% | 990 |
| 2014 | $1,786,584▼97.2% | $1,700,182▼97.3% | $5,348,201▼1.4% | $5,500,465▼1.9% | 990 |
| 2013 | $63,952,785 | $63,661,361▲100719% | $5,426,774▲0.1% | $5,605,072▲1.5% | 990 |
| 2012 | — | $63,144 | $5,424,041 | $5,522,126 | 990 |
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.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Andrea Katz | Asst. Treasurer (thru 6/25/24) | 3 | — |
| Andrea Rush | Asst. Secretary | 3 | — |
| Ann Dugan | Trustee | 1 | — |
| Christina Hack | Treasurer (as of 11/1/23) | 3 | — |
| Connie Collingsworth | Trustee (as of 10/31/23) | 1 | — |
| David Wezdenko | Trustee | 1 | — |
| Debra Falk | Secretary | 3 | — |
| Diana Sands | Trustee | 1 | — |
| Dirk Junge | Trustee | 1 | — |
| Eileen R Heisman | Trustee, President | 3 | — |
| Ellen M Mcguinn Former | Treasurer Thru 06/23/23 | 0 | — |
| Eric Reeves | Trustee | 1 | — |
| Jeffrey Armbrister | Trustee (as of 10/31/23) | 1 | — |
| Jeremy Schwartz | Asst. Treasurer | 3 | — |
| Joram Borenstein | Trustee | 1 | — |
| Julius Green | Trustee | 1 | — |
| Kelly Williams | Trustee (thru 2/28/24) | 1 | — |
| Linda Myers | Trustee | 1 | — |
| Lindy Moreno | Trustee (as of 10/31/23) | 1 | — |
| Lisa Pattis | Trustee | 1 | — |
Grants received · $90.7M total
3 grants to Npt Charitable Asset Tr totaling $90.7M, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $43,035 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $45,326,572 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $45,326,572 |
Grants made · $696K in FY2023
9 grants totaling $696K in FY2023. All grants made by Npt Charitable Asset Tr →
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Tr | Public, societal benefit | $317,308 |
| Auction Napa Valley | Health | $122,000 |
| Napa Valley Festival Association | Human services | $85,000 |
| Nimbus Arts | Culture & arts | $70,000 |
| St Helena Hospital Foundation | Health | $34,500 |
| Bring On the Music Inc | Education | $30,000 |
| Ole Health Foundation | Health | $20,000 |
| Ecc Nepal | Education | $10,000 |
| Notes For Education Inc | Culture & arts | $7,000 |
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Frequently asked questions
- Is Npt Charitable Asset Tr a legitimate nonprofit?
- Yes. Npt Charitable Asset Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 27-7059768, based in Jenkintown, Pennsylvania. Donations are tax-deductible.
- What is Npt Charitable Asset Tr's EIN?
- Npt Charitable Asset Tr's Employer Identification Number (EIN) is 27-7059768.
- How much revenue does Npt Charitable Asset Tr report?
- Npt Charitable Asset Tr reported $926,668 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Npt Charitable Asset Tr's spending goes to programs?
- Npt Charitable Asset Tr spends about 55% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Npt Charitable Asset Tr have?
- CharityIndex grades Npt Charitable Asset Tr C, based on program efficiency and fundraising cost.
- How much does Npt Charitable Asset Tr's highest-paid employee make?
- The highest reported compensation on Npt Charitable Asset Tr's latest Form 990 is $0, paid to Andrea Katz (Asst. Treasurer (thru 6/25/24)).
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Data for Npt Charitable Asset Tr (EIN 27-7059768) 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.