ERS CHARITABLE FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

MARC SHAPSES

Phone

5169385373

Tax Period

2020-01-01 to 2020-12-31

ERS CHARITABLE FOUNDATION, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $31K in total revenue in fiscal year 2020. Revenue surged 179% from the prior year, signaling strong growth momentum. Expenses of $66K exceeded revenue, resulting in a 117% operating deficit.

Mission

THE FOUNDATION IS DEDICATED TO HELPING FIND A CURE FOR TUBEROUS SCLEROSIS COMPLEX WHILE IMPROVING THE LIVES OF FAMILIES AFFECTED BY THIS AND OTHER DISEASES.

Program Service Accomplishments

Program 1

Expenses: $62,859

FUNDS RAISED BY ERS CHARITABLE FOUNDATION PROVIDE FINANCIAL CONTRIBUTIONS TO VARIOUS CHARITIES ASSOCIATED WITH THE TREATMENT OF TUBEROUS SCLEROSIS COMPLEX AND OTHER DISEASES. GRANTS WERE GIVEN TO 3...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $26,518

Program Service Revenue $0

Investment Income $4,003

Other Revenue $0

TOTAL REVENUE $30,521

Expense Breakdown

Grants Paid $62,859

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,859

Other Expenses $3,273

TOTAL EXPENSES $66,132

Year-over-Year Comparison

	2020	2019	Change
Revenue	$30,521	$10,942	+1.8%
Expenses	$66,132	$29,560	+1.2%
Net Income	$-35,611	$-18,618	+0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID C BERG	DIRECTOR	0.00	Director	$0	$0	$0
BARRY LEVY	DIRECTOR	0.00	Director	$0	$0	$0
ANGELA PATRIKIS	DIRECTOR	0.00	Director	$0	$0	$0
MARC R SHAPSES	CHAIRMAN	1.00	Officer	$0	$0	$0
MARLA SHAPSES	TREASURER	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2020	$30,521	$66,132	$403,566	$-35,611
2019	$10,942	$29,560	$436,977	$-18,618