Samuel and Helen S Bookatz Foundation is a 501(c)(3) organization based in Rockville, Maryland, registered in 2009, with $25,000 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$25K
▲ 0.0% vs prior year
Arts & Culture median: $159K
Expenses (FY2024)
$84K
Net assets
-$743K
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 Samuel and Helen S Bookatz 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 Samuel and Helen S Bookatz Foundation: 0 mo reserves · -236% margin earns a F 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 Samuel and Helen S Bookatz 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 Samuel and Helen S Bookatz Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $145K (FY2015) to $25K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-235.6%
Spent more than it raised in the latest fiscal year.
Total assets
$12K
Total liabilities
$754K
Net assets
-$743K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $25,000 | $83,900▲9.2% | -$742,627▼8.6% | $11,589▲2270% | 990PF |
| 2023 | $25,000▲25.0% | $76,813▼3.1% | -$683,727▼8.2% | $489▼97.2% | 990PF |
| 2022 | $20,000 | $79,244▼4.9% | -$631,914▼10.3% | $17,302▲64.1% | 990PF |
| 2021 | $20,000 | $83,325▼15.7% | -$572,670▼12.4% | $10,546▼68.9% | 990PF |
| 2020 | $20,000▲100% | $98,794▲51.2% | -$509,345▼18.3% | $33,871▲342% | 990PF |
| 2019 | $10,000 | $65,345▼14.5% | -$430,551▼14.8% | $7,665▲27.5% | 990PF |
| 2018 | $10,000▼50.0% | $76,412▲7.3% | -$375,206▼21.5% | $6,010▲148% | 990PF |
| 2017 | $20,000 | $71,237▼20.3% | -$308,794▼19.9% | $2,422▼89.8% | 990PF |
| 2016 | $20,000▼86.2% | $89,417▼35.0% | -$257,556▼36.9% | $23,660▲80.9% | 990PF |
| 2015 | $145,000 | $137,625 | -$188,139 | $13,077 | 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 Samuel and Helen S Bookatz Foundation (EIN 26-3515702) 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.