Charity Search / BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION
Diseases & Disorders (G114) 990 on File

BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION

EIN: 20-7318362 · SAINT LOUIS, MO 63166-0505 · United States · FY 2023 Data
3 out of 5 50 / 100 Based on 2+ years of filings
Financial strength (30%) 92/100
Reliability (20%) 50/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2023 · Scored 9/13/2026
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CharityAI™ Score
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Financial Overview — FY 2023
$1.0M
Total Revenue
$1.1M
Total Expenses
$12.0M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 83.1%
Fundraising Efficiency N/A
Operating Reserve 135.34x
Liability-to-Asset 0.0%
Revenue Diversification 82.0%
Executive Compensation $127K
Compared with Peers
FY 2023
Compared with 881 similar organizations (United States, Diseases & Disorders, $1M–$10M in expenses), FY 2023.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
83.1% 83.0%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
135.3 mo 11.7 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 13.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
82.0% 89.5%
P10P90
Above median
Revenue growth
Year over year revenue growth
341.2% 7.9%
P10P90
Expense growth
Year over year expense growth
-3.1% 11.7%
P10P90
Surplus margin
Surplus as a share of revenue
-5.8% 1.6%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2023 $1.0M $1.1M $12.0M 83.1% —
2022 $227K $1.1M $12.1M 81.9% —
2019 $682K $983K N/A — 0
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Organization Details
EIN
20-7318362
State
MO
City
SAINT LOUIS
ZIP
63166-0505
Classification
G114
Category
Diseases & Disorders
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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