THE LEO H RUDNICK FAMILY TRUST INC C/O JEWISH FEDERATION OF CENTRAL MA (EIN 042775693) - 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

1982

Legal Domicile

Principal Officer

HAROLD RUDNICK

Phone

5087561543

Tax Period

2024-10-01 to 2025-09-30

THE LEO H RUDNICK FAMILY TRUST INC C/O JEWISH FEDERATION OF CENTRAL MA, founded in 1982, is a micro nonprofit that reported $85K in total revenue in fiscal year 2024. Revenue surged 178% from the prior year, signaling strong growth momentum. Expenses of $140K exceeded revenue, resulting in a 64% operating deficit.

Mission

SUPPORT JEWISH PHILANTHROPY

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $85,134

Other Revenue $0

TOTAL REVENUE $85,134

Expense Breakdown

Grants Paid $126,172

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,172

Other Expenses $13,583

TOTAL EXPENSES $139,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,134	$30,633	+1.8%
Expenses	$139,755	$12,709	+10.0%
Net Income	$-54,621	$17,924	-4.0%

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
HAROLD R RUDNICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR RICHARD RUDNICK	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT ADLER	CLERK	1.00	Officer Director	$0	$0	$0
ELLEN BEREZIN	TRUSTEE	1.00	Director	$0	$0	$0
HARRIET GOFF	TRUSTEE	1.00	Director	$0	$0	$0
ALAN PEMSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID PERSKY	TRUSTEE	1.00	Director	$0	$0	$0
JANE A RUDNICK	TRUSTEE	1.00	Director	$0	$0	$0
LISSA RUDNICK	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SLEEPER	TRUSTEE	1.00	Director	$0	$0	$0
DR GARY WOLF	TRUSTEE	1.00	Director	$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
2025	$85,134	$139,755	$926,805	$-54,621
2024	$30,633	$12,709	$963,162	$17,924
2023	$17,465	$6,660	$628,780	$10,805
2022	$12,023	$54	$617,975	$11,969
2021	$12,966	$2,150	$606,006	$10,816
2020	$13,597	$1,115	$595,190	$12,482
2019	$10,731	$54	$582,708	$10,677
2018	$17,437	$25,243	$572,031	$-7,806

THE LEO H RUDNICK FAMILY TRUST INC C/O JEWISH FEDERATION OF CENTRAL MA