BLAU FAMILY FOUNDATION (EIN 133386869) - 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

1987

Legal Domicile

Principal Officer

STANLEY BAUMBLATT

Phone

2128361305

Tax Period

2020-07-01 to 2021-06-30

BLAU FAMILY FOUNDATION, founded in 1987, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2020. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 50% operating margin.

Mission

SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC.

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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 $0

Program Service Revenue $0

Investment Income $42,554

Other Revenue $0

TOTAL REVENUE $42,554

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,000

Other Expenses $3,242

TOTAL EXPENSES $21,242

Year-over-Year Comparison

	2020	2019	Change
Revenue	$42,554	$18,456	+1.3%
Expenses	$21,242	$37,913	-0.4%
Net Income	$21,312	$-19,457	-2.1%

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

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

$196,923

Total Directors

$527,525

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE BLAU	PRESIDENT	0.00	Officer Director	$0	$0	$0
STANLEY BAUMBLATT	SECRETARY/TREASURER/TRUSTEE	1.00	Officer Director	$0	$26,301	$196,923
KRISTEN KROHN	TRUSTEE	0.00	Director	$0	$0	$0
LAURIE E GIRSKY	TRUSTEE	0.00	Director	$0	$0	$0
WILLIAM D SAMERS	TRUSTEE	0.00	Director	$0	$53,728	$330,602

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	$42,554	$21,242	$522,311	$21,312

BLAU FAMILY FOUNDATION