Civie and Earl Pertnoy Family Foundation Inc (EIN 141944305) - 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

2005

Legal Domicile

Principal Officer

SCOTT KAPLAN

Phone

3055764000

Tax Period

2022-07-01 to 2023-06-30

Civie and Earl Pertnoy Family Foundation Inc, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $45K in total revenue in fiscal year 2022. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 41% operating margin.

Mission

TO SUPPORT THE GREATER MIAMI JEWISH FEDERATION AND OTHER SECTION 501(C)(3) ORGANIZATIONS, PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING PROGRAMS.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $45,067

Other Revenue $0

TOTAL REVENUE $45,067

Expense Breakdown

Grants Paid $23,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,000

Other Expenses $3,751

TOTAL EXPENSES $26,751

Year-over-Year Comparison

	2022	2021	Change
Revenue	$45,067	$81,004	-0.4%
Expenses	$26,751	$67,972	-0.6%
Net Income	$18,316	$13,032	+0.4%

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

$1,102,019

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JACOB SOLOMON	BOARD MEMBER	Officer	$0	$279,869	$870,226
SCOTT KAPLAN	SECRETARY	Officer	$0	$20,694	$231,793
SANDI BLUMENSTEIN	BOARD MEMBER	Director	$0	$0	$0
STEVEN M FOLDES	BOARD MEMBER	Director	$0	$0	$0
RONALD PERTNOY	BOARD MEMBER	Director	$0	$0	$0
SIDNEY PERTNOY	BOARD MEMBER	Director	$0	$0	$0
AARON PODHURST	BOARD MEMBER	Director	$0	$0	$0
LOIS WEINGARDEN	BOARD MEMBER	Director	$0	$0	$0
GARY YARUS	BOARD MEMBER	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	No data	No data	No data
2024	No data	No data	No data	No data
2023	$45,067	$26,751	$1,137,283	$18,316
2022	$81,004	$67,972	$1,069,082	$13,032
2021	$65,674	$56,953	$1,283,270	$8,721
2020	$56,844	$36,022	$1,043,357	$20,822

Civie and Earl Pertnoy Family Foundation Inc