ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION (EIN 161511792) - 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

2000

Legal Domicile

Principal Officer

MEREDITH DRAGON

Phone

5854610490

Tax Period

2023-07-01 to 2024-06-30

ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $91K in total revenue in fiscal year 2023. Revenue surged 132% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 17% operating margin.

Mission

GRANTS TO PROMOTE JEWISH LIFE AND SECURITY.

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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 $0

Program Service Revenue $0

Investment Income $91,171

Other Revenue $0

TOTAL REVENUE $91,171

Expense Breakdown

Grants Paid $61,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,000

Other Expenses $14,378

TOTAL EXPENSES $75,378

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,171	$39,231	+1.3%
Expenses	$75,378	$101,685	-0.3%
Net Income	$15,793	$-62,454	-1.3%

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

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

$323,665

Total Directors

$323,665

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD GOLDSTEIN	DIRECTOR	0.50	Director	$0	$0	$0
MEREDITH DRAGON	SECRETARY	0.50	Officer Director	$0	$30,887	$323,665
ILENE KOZEL	PRESIDENT	0.50	Officer Director	$0	$0	$0
BARBARA KOZEL	DIRECTOR	0.50	Director	$0	$0	$0
RON VONPERLSTEIN	DIRECTOR	0.50	Director	$0	$0	$0
JAYME FUND	DIRECTOR	0.50	Director	$0	$0	$0
BENJAMIN FUND	DIRECTOR	0.50	Director	$0	$0	$0
ARIEL STELZNER	DIRECTOR	0.50	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	$91,171	$75,378	$1,965,516	$15,793
2023	$39,231	$101,685	$1,882,837	$-62,454
2022	$63,329	$150,621	$1,844,999	$-87,292
2021	$198,711	$98,943	$2,291,273	$99,768
2020	$156,120	$425,088	$1,828,763	$-268,968
2019	$58,228	$139,707	$1,899,854	$-81,479
2018	$114,451	$109,828	$1,877,550	$4,623

ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION