Susan V Bershad Charitable Fund Inc
Only null% goes to programs Strong reserves Declining revenue
Susan V Bershad Charitable Fund Inc is a 501(c)(3) organization based in Montclair, New Jersey, registered in 2011, with $207,971 in FY2023 revenue. CharityIndex grades it D.
145 Union St, Montclair, NJ, 07042 EIN 36-4662468 Since 2011
Revenue (FY2023)
$208K
▲ 158.2% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$303K
Net assets
$691K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—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 Susan V Bershad Charitable Fund Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating27 mo reserves · -45% 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 Susan V Bershad Charitable Fund Inc: 27 mo reserves · -45% margin earns a D 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 Susan V Bershad Charitable Fund Inc— 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 Susan V Bershad Charitable Fund Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 145 Union St, Montclair, NJ, 07042
- City
- Montclair
- State
- New Jersey
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $194K (FY2013) to $208K (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $691K
Operating margin
-45.5%
Spent more than it raised in the latest fiscal year.
Total assets
$691K
Total liabilities
$0
Net assets
$691K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $207,971▲158% | $302,524▲14.7% | $690,961▼12.8% | $690,961▼12.8% | 990PF |
| 2022 | $80,540▼40.0% | $263,826▼9.8% | $792,462▼18.8% | $792,462▼18.8% | 990PF |
| 2021 | $134,173▼59.0% | $292,555▲10.1% | $976,310▼14.0% | $976,310▼14.0% | 990PF |
| 2020 | $327,051▲632% | $265,629▲66.1% | $1,134,692▲5.7% | $1,134,692▲5.7% | 990PF |
| 2019 | $44,708▼77.1% | $159,957▼46.3% | $1,073,270▼9.7% | $1,073,270▼9.7% | 990PF |
| 2018 | $195,582▲83.9% | $298,094▼5.9% | $1,188,519▼7.9% | $1,188,519▼7.9% | 990PF |
| 2017 | $106,364▼10.7% | $316,772▼5.0% | $1,291,031▼14.0% | $1,291,031▼14.0% | 990PF |
| 2016 | $119,118▼4.0% | $333,328▲4.2% | $1,501,439▼12.5% | $1,501,439▼12.5% | 990PF |
| 2015 | $124,079▼10.6% | $320,011▲18.2% | $1,715,649▼10.2% | $1,715,649▼10.2% | 990PF |
| 2014 | $138,734▼28.5% | $270,746▼17.0% | $1,911,581▼6.5% | $1,911,581▼6.5% | 990PF |
| 2013 | $194,050 | $326,311▼5.3% | $2,043,593▼6.1% | $2,043,593▼6.1% | 990PF |
| 2012 | — | $344,533▲9.6% | $2,175,854▼10.6% | $2,175,854▼10.6% | 990PF |
| 2011 | — | $314,497▲53.2% | $2,433,171▼7.3% | $2,433,171▼7.3% | 990PF |
| 2010 | — | $205,349 | $2,625,172 | $2,625,172 | 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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Frequently asked questions
- Is Susan V Bershad Charitable Fund Inc a legitimate nonprofit?
- Yes. Susan V Bershad Charitable Fund Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-4662468, based in Montclair, New Jersey. Donations are tax-deductible.
- What is Susan V Bershad Charitable Fund Inc's EIN?
- Susan V Bershad Charitable Fund Inc's Employer Identification Number (EIN) is 36-4662468.
- How much revenue does Susan V Bershad Charitable Fund Inc report?
- Susan V Bershad Charitable Fund Inc reported $207,971 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Susan V Bershad Charitable Fund Inc have?
- CharityIndex grades Susan V Bershad Charitable Fund Inc D, based on financial health (reserves and operating margin).
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Data for Susan V Bershad Charitable Fund Inc (EIN 36-4662468) 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.