THE HELENE & LOUIS GALEN FAMILY FOUNDATION (EIN 020778652) - Form 990 Financial Analysis & Trantor Score

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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

2006

Legal Domicile

Principal Officer

MARVIN SCHOTLAND

Phone

3237618700

Tax Period

2021-01-01 to 2021-06-30

THE HELENE & LOUIS GALEN FAMILY FOUNDATION, founded in 2006, is a micro nonprofit that reported $4K in total revenue in fiscal year 2021. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $272K exceeded revenue, resulting in a 6280% operating deficit.

Mission

GIVING SUPPORTS THE JEWISH COMMUNITY AND PROGRAMS THAT HAVE AN EMPHASIS ON HEALTH & MEDICAL RESEARCH, EDUCATION & CHILDREN, ARTS & CULTURE, SOCIAL SERVICES AND JEWISH CAUSES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,259

Other Revenue $0

TOTAL REVENUE $4,259

Expense Breakdown

Grants Paid $265,071

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,071

Other Expenses $6,671

TOTAL EXPENSES $271,742

Year-over-Year Comparison

	2021	2020	Change
Revenue	$4,259	$12,020	-0.6%
Expenses	$271,742	$262,314	+0.0%
Net Income	$-267,483	$-250,294	+0.1%

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

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
MARVIN SCHOTLAND	DIRECTOR/SECRETARY	2.3	Officer Director	$0	$0	$0
NANCY PETERMAN GOLDSTEIN	DIRECTOR/VICE PRESIDENT	0.1	Officer Director	$0	$0	$0
DORI PETERMAN MOSTOV	DIRECTOR	0.1	Director	$0	$0	$0
ANNETTE SHAPIRO	DIRECTOR	0.5	Officer Director	$0	$0	$0
FRANCIS MAAS	DIRECTOR	0.3	Director	$0	$0	$0
HELENE GALEN	DIRECTOR/CHAIR OF BOARD	0.1	Officer Director	$0	$0	$0
DAVID CARROLL	Treasurer/Director	2.3	Officer Director	$0	$0	$0
CHARLES MOSTOV	PRESIDENT	0.1	Officer	$0	$0	$0
ELLEN ROSEN	ASST. SECRETARY	2.3	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
2021	$4,259	$271,742	No data	$-267,483

THE HELENE & LOUIS GALEN FAMILY FOUNDATION