TPhilanthropy, Voluntarism & GrantmakingEIN: 522003023· Ruling Year: 1997

David And Lyn Berelsman Family Charitable Foundation Trust

Celebration, Florida

CHealth Score
44C

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Below Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org8.63×
Peer Median18.82×
💰
$88K
Total Revenue
📊
$279K
Total Expenses
🏦
$2.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-9.2%
Year-over-year change (2022 → 2023)
Net Margin
-217.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.63
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$87,8939%$278,795104%$2,405,9727%
2022$96,80640%$136,6064%$2,596,8762%
2021$161,10540%$142,48216%$2,636,6761%
2020$268,01929%$123,28618%$2,618,0536%
2019$207,41389%$104,38117%$2,473,3201%
2015$109,82535%$126,12514%$2,449,5271%
2014$168,354107%$110,45645%$2,465,8272%
2013$81,44644%$76,03155%$2,407,929
2013$144,22231%$170,333117%$2,402,5141%
2012$109,991$78,581$2,428,625

Frequently Asked Questions

What does David And Lyn Berelsman Family Charitable Foundation Trust do?

David And Lyn Berelsman Family Charitable Foundation Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T90Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is David And Lyn Berelsman Family Charitable Foundation Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for David And Lyn Berelsman Family Charitable Foundation Trust.

How much revenue does David And Lyn Berelsman Family Charitable Foundation Trust generate?

Revenue data for David And Lyn Berelsman Family Charitable Foundation Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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David And Lyn Berelsman Family Charitable Foundation Trust — Celebration, FL | GiveScope