THE ERIC AND TAMAR GOLDSTEIN FOUNDATION (EIN 161647207) - 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

2002

Legal Domicile

Principal Officer

WILLIAM D SAMERS

Phone

2128361755

Tax Period

2024-07-01 to 2025-06-30

THE ERIC AND TAMAR GOLDSTEIN FOUNDATION, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2024. The organization ran a surplus of $957K, a strong 49% 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 (2024)

Revenue Breakdown

Contributions & Grants $1,940,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,940,000

Expense Breakdown

Grants Paid $979,360

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $979,360

Other Expenses $3,396

TOTAL EXPENSES $982,756

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,940,000	$2,016,000	0.0%
Expenses	$982,756	$1,065,316	-0.1%
Net Income	$957,244	$950,684	+0.0%

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

$1,284,679

Total Directors

$1,022,711

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC S GOLDSTEIN	PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$73,137	$1,022,711
ALISA R DOCTOROFF	TRUSTEE	0.00	Director	$0	$0	$0
TAMAR GOLDSTEIN	TRUSTEE	0.00	Director	$0	$0	$0
LINDA MIRELS	TRUSTEE	0.00	Director	$0	$0	$0
JODI J SCHWARTZ	TRUSTEE	0.00	Director	$0	$0	$0
STANLEY BAUMBLATT	SECRETARY/TREASURER	1.00	Officer	$0	$60,331	$261,968

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	$1,940,000	$982,756	$17,304,215	$957,244
2024	$2,016,000	$1,065,316	$14,894,364	$950,684
2023	$2,182,600	$779,750	$12,796,702	$1,402,850
2022	$1,814,293	$916,450	$10,614,237	$897,843
2021	$1,928,826	$682,901	$11,006,781	$1,245,925

THE ERIC AND TAMAR GOLDSTEIN FOUNDATION