BELLE ZELLER SCHOLARSHIP TRUST FUND

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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

1978

Legal Domicile

Phone

6463224182

Tax Period

2024-01-01 to 2024-12-31

BELLE ZELLER SCHOLARSHIP TRUST FUND, founded in 1978, is a small nonprofit that reported $156K in total revenue in fiscal year 2024. Revenue surged 158% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 75% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS AND AWARDS TO STUDENTS ATTENDING THE CITY UNIVERSITY OF NEW YORK.

Program Service Accomplishments

Program 1

Expenses: $28,860 Revenue: $0

SCHOLARSHIP AND AWARD TO STUDENTS ATTENDING CITY UNIVERSITY OF NEW YORK

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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 $117,184

Program Service Revenue $0

Investment Income $39,124

Other Revenue $0

TOTAL REVENUE $156,308

Expense Breakdown

Grants Paid $27,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,860

Other Expenses $11,060

TOTAL EXPENSES $38,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$156,308	$60,687	+1.6%
Expenses	$38,560	$74,547	-0.5%
Net Income	$117,748	$-13,860	-9.5%

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
JEWEL ESCOBAR	TRUSTEE/CHAIR	0.50	Officer Director	$0	$0	$0
IRWIN YELLOWITZ	TRUSTEE/TREASURER	0.50	Officer Director	$0	$0	$0
BRIAN SCHWARTZ	TRUSTEE/VICE CHAIR	0.50	Officer Director	$0	$0	$0
SHARON PERSINGER	TRUSTEE/SECRETARY	0.50	Officer Director	$0	$0	$0
MANFRED PHILIPP	TRUSTEE/MANAGING DIRECTOR	0.50	Officer Director	$0	$0	$0
EMILY TAI	TRUSTEE	0.50	Director	$0	$0	$0
SUSAN DIRAIMO	TRUSTEE	0.50	Director	$0	$0	$0
NORA GLICKMAN	TRUSTEE	0.50	Director	$0	$0	$0
SANDI HAN	TRUSTEE	0.50	Director	$0	$0	$0
ENID STUBIN	TRUSTEE	0.50	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
2024	$156,308	$38,560	$691,872	$117,748
2023	$60,687	$74,547	$552,051	$-13,860
2021	$144,358	$65,008	$627,140	$79,350
2018	$31,913	$24,360	$513,520	$7,553