Ross J Born and Wendy G Born Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Ross J Born and Wendy G Born Charitable Trust is a 501(c)(3) organization based in Longboat Key, Florida, registered in 1991, with $519,041 in FY2024 revenue. CharityIndex grades it C+.
1965 Gulf of Mexico Dr Unit 311, Longboat Key, FL, 34228 EIN 23-7653033 Since 1991
Revenue (FY2024)
$519K
▲ 1.7% vs prior year
Expenses (FY2024)
$382K
Net assets
$1.0M
Employees
—
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 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—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 Ross J Born and Wendy G Born Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating33 mo reserves · +26% 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 Ross J Born and Wendy G Born Charitable Trust: 33 mo reserves · +26% margin earns a A 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 Ross J Born and Wendy G Born Charitable Trust— 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 Ross J Born and Wendy G Born Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 1965 Gulf of Mexico Dr Unit 311, Longboat Key, FL, 34228
- City
- Longboat Key
- State
- Florida
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $144K (FY2013) to $519K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.0M
Operating margin
26.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.0M
Total liabilities
$0
Net assets
$1.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $519,041▲1.7% | $381,810▲9.1% | $1,049,228▲15.0% | $1,049,228▲15.0% | 990PF |
| 2023 | $510,524▲2.1% | $350,079▲33.3% | $911,997▲21.3% | $911,997▲21.3% | 990PF |
| 2022 | $500,255▲134% | $262,720▲6.3% | $751,552▲46.2% | $751,552▲46.2% | 990PF |
| 2021 | $213,812▼6.5% | $247,036▼23.3% | $514,017▼6.1% | $514,017▼6.1% | 990PF |
| 2020 | $228,706▲11.9% | $321,896▲45.8% | $547,241▲11.6% | $547,241▲11.6% | 990PF |
| 2018 | $204,397▲58.1% | $220,776▲11.4% | $490,461▼3.2% | $490,461▼3.2% | 990PF |
| 2017 | $129,285▼6.3% | $198,148▼43.1% | $506,840▼12.0% | $506,840▼12.0% | 990PF |
| 2016 | $137,989▲82.3% | $348,485▲24.0% | $575,703▼26.8% | $575,703▼26.8% | 990PF |
| 2015 | $75,713▼39.9% | $281,050▼24.0% | $786,199▼20.7% | $786,199▼20.7% | 990PF |
| 2014 | $126,016▼12.5% | $370,015▲1.9% | $991,536▼19.7% | $991,536▼19.7% | 990PF |
| 2013 | $144,067 | $363,103▼5.5% | $1,235,535▼15.1% | $1,235,535▼15.1% | 990PF |
| 2012 | — | $384,265▼9.0% | $1,454,571▼11.0% | $1,454,571▼11.0% | 990PF |
| 2011 | — | $422,455▲11.2% | $1,634,247▼12.4% | $1,634,247▼12.4% | 990PF |
| 2010 | — | $379,855 | $1,864,774 | $1,864,774 | 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.
Frequently asked questions
- Is Ross J Born and Wendy G Born Charitable Trust a legitimate nonprofit?
- Yes. Ross J Born and Wendy G Born Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 23-7653033, based in Longboat Key, Florida. Donations are tax-deductible.
- What is Ross J Born and Wendy G Born Charitable Trust's EIN?
- Ross J Born and Wendy G Born Charitable Trust's Employer Identification Number (EIN) is 23-7653033.
- How much revenue does Ross J Born and Wendy G Born Charitable Trust report?
- Ross J Born and Wendy G Born Charitable Trust reported $519,041 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Ross J Born and Wendy G Born Charitable Trust have?
- CharityIndex grades Ross J Born and Wendy G Born Charitable Trust C+, based on financial health (reserves and operating margin).
More nonprofits in Longboat Key
Explore more
Data for Ross J Born and Wendy G Born Charitable Trust (EIN 23-7653033) 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.