THE JEANNETTE R AND SIDNEY L SOLOMON FOUNDATION (EIN 133852165) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

WILLIAM D SAMERS

Phone

2128361755

Tax Period

2024-07-01 to 2025-06-30

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $86,754

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,754

Other Expenses $100

TOTAL EXPENSES $86,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$86,854	$70,100	+0.2%
Net Income	N/A	$-70,100	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$261,968

Total Directors

$1,090,701

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM D SAMERS	TRUSTEE	1.00	Director	$0	$76,894	$425,033
JAMIE KAMP	TRUSTEE	1.00	Director	$0	$74,599	$263,965
STANLEY BAUMBLATT	SECRETARY/TREASURER/TRUSTEE	1.00	Officer Director	$0	$60,331	$261,968
ELISE HAHN-RUBIN	TRUSTEE	1.00	Director	$0	$29,585	$139,735
ESTHER-ANN ASCH	TRUSTEE	0.00	Director	$0	$0	$0
ANN SOLOMON	TRUSTEE	0.00	Director	$0	$0	$0
PETER JAY SOLOMON	TRUSTEE	0.00	Director	$0	$0	$0
RICHARD H SOLOMON	PRESIDENT/TRUSTEE	0.00	Officer Director	$0	$0	$0
SUSAN SOLOMON	TRUSTEE	0.00	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	No data	$86,854	$845,602	No data
2024	No data	$70,100	$901,338	No data
2023	No data	$86,854	$920,352	No data
2022	$61,614	$116,242	$941,456	$-54,628
2021	$94,936	$113,121	$1,150,297	$-18,185

THE JEANNETTE R AND SIDNEY L SOLOMON FOUNDATION