THE JEFFREY MODELL FOUNDATION INC (EIN 133380237) - 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

1986

Legal Domicile

Phone

2128190200

Tax Period

2023-01-01 to 2023-12-31

THE JEFFREY MODELL FOUNDATION INC, founded in 1986, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.2M, a strong 23% operating margin.

Mission

The Foundation is dedicated to the early diagnosis, treatment and ultimate cure of Primary Immunodeficiency Diseases. The Foundations primary mission is supporting basic and clinical research, physician education, patient support, public awareness, advocacy and newborn screening. The Foundation generates support through contributions from the general public, industry, and government agencies. The Foundation sponsors physician symposia, conferences, educational events for physicians and patients, and awareness programs to reach the public.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,078,111

Program Service Revenue $0

Investment Income $524,338

Other Revenue $0

TOTAL REVENUE $9,602,449

Expense Breakdown

Grants Paid $2,094,727

Salaries & Benefits $1,965,685

Fundraising Expenses $259,118

Program Expenses $6,723,857

Other Expenses $3,299,877

TOTAL EXPENSES $7,360,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,602,449	$8,819,209	+0.1%
Expenses	$7,360,289	$5,875,800	+0.3%
Net Income	$2,242,160	$2,943,409	-0.2%

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

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

$406,346

Total Directors

$406,346

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK MODELL	President	40.00	Officer Director	$406,346	$0	$406,346
VANESSA TENEMBAUM	EXECUTIVE DIRECTOR	40.00		$298,371	$0	$298,371
JESSICA QUINN	SCIENTIFIC DIRECTOR	40.00		$176,948	$0	$176,948
ROGER DAVILLA	N/A	40.00		$176,371	$0	$176,371
CHRISTOPHER SIMS	CHIEF FINANCIAL OFFICER	40.00		$176,179	$0	$176,179
MICHAEL DAVIDSON	Director	2.00	Director	$0	$0	$0
WENDY LEVINE	Director	2.00	Director	$0	$0	$0
HELEN CHAITMAN ESQ	Director	2.00	Director	$0	$0	$0
JENNIFER CHAITMAN DVM	Director	2.00	Director	$0	$0	$0
BETTINA EMDEN	Director	2.00	Director	$0	$0	$0
FRANN ERIC FRANCIS	Director	2.00	Director	$0	$0	$0
ROBBIE ALAN FRANKLINESQ	Director	2.00	Director	$0	$0	$0
ALLYSON ALAN GALISHOFF	Director	2.00	Director	$0	$0	$0
LYNN MANHEIM	Director	2.00	Director	$0	$0	$0
GENE MANHEIM	Director	2.00	Director	$0	$0	$0
HASSAN AHMED	Director	2.00	Director	$0	$0	$0
FELICE AXELROD	Director	2.00	Director	$0	$0	$0
RON SNYDER	Director	2.00	Director	$0	$0	$0
FAISAL KHALID	OVERSEER	2.00	Director	$0	$0	$0
BRENDA GARY LAVIGNA	Director	2.00	Director	$0	$0	$0
LISA STEPHEN LAWRENCE	Director	2.00	Director	$0	$0	$0
DEBBI MAX LEBERSFELD	Director	2.00	Director	$0	$0	$0
DEBBE LONGO STROUT	Director	2.00	Director	$0	$0	$0
JONATHAN MECHANIC ESQ	Director	2.00	Director	$0	$0	$0
CAROL JAMES RANDEL	Director	2.00	Director	$0	$0	$0
JASON SHUMAN	Director	2.00	Director	$0	$0	$0
LISA STEPHEN SHUMAN	Director	2.00	Director	$0	$0	$0
LUCIANA MICHAEL SOLOMON	Director	2.00	Director	$0	$0	$0
SUSAN BARRY STEIN MD	Director	2.00	Director	$0	$0	$0
JODI PULICE	Director	2.00	Director	$0	$0	$0
LISA WILLIAM WEXLER	Director	2.00	Director	$0	$0	$0
GREG SMITH	Director	2.00	Director	$0	$0	$0
RYAN G SMITH	Director	2.00	Director	$0	$0	$0
TAYLOR SMITH	Director	2.00	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
2024	No data	No data	No data	No data
2023	$9,602,449	$7,360,289	$42,921,915	$2,242,160
2022	$8,819,209	$5,875,800	$38,647,183	$2,943,409
2021	$6,146,213	$5,254,820	$36,072,018	$891,393
2021	$3,320,213	$5,254,820	$33,246,018	$-1,934,607
2020	$10,094,863	$4,758,338	$34,942,139	$5,336,525
2019	$9,251,111	$6,494,579	$29,605,614	$2,756,532
2018	$7,432,855	$7,031,074	$25,321,596	$401,781

THE JEFFREY MODELL FOUNDATION INC