THE FRIDSON FAMILY FOUNDATION (EIN 134082250) - 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

1999

Legal Domicile

Principal Officer

STANLEY BAUMBLATT

Phone

2128361305

Tax Period

2023-07-01 to 2024-06-30

THE FRIDSON FAMILY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $183K in total revenue in fiscal year 2023. Revenue surged 7099% from the prior year, signaling strong growth momentum. The organization ran a surplus of $157K, a strong 86% 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 (2023)

Revenue Breakdown

Contributions & Grants $170,954

Program Service Revenue $0

Investment Income $12,474

Other Revenue $0

TOTAL REVENUE $183,428

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,000

Other Expenses $230

TOTAL EXPENSES $26,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,428	$2,548	+71.0%
Expenses	$26,230	$32,200	-0.2%
Net Income	$157,198	$-29,652	-6.3%

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

$240,020

Total Directors

$630,548

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN FRIDSON	PRESIDENT/TRUSTEE	0.00	Officer Director	$0	$0	$0
STANLEY BAUMBLATT	SECRETARY/TREASURER/TRUSTEE	1.00	Officer Director	$0	$46,460	$240,020
ELAINE FRIDSON	TRUSTEE	0.00	Director	$0	$0	$0
RICHARD L KAY	TRUSTEE	0.00	Director	$0	$0	$0
WILLIAM D SAMERS	TRUSTEE	1.00	Director	$0	$69,044	$390,528

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	$183,428	$26,230	$369,987	$157,198

THE FRIDSON FAMILY FOUNDATION