David A Steinberg Family Foundation (EIN 200378796) - 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

2003

Legal Domicile

Principal Officer

TONIA WELLONS

Phone

2022634777

Tax Period

2020-04-01 to 2021-03-31

David A Steinberg Family Foundation, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $67K in total revenue in fiscal year 2020. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 28% operating margin.

Mission

The David A. Steinberg Family Foundation's Mission is to Support The GREATER WASHINGTON COMMUNITY FOUNDATION, A 501(C)(3) Organization.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $67,393

Other Revenue $0

TOTAL REVENUE $67,393

Expense Breakdown

Grants Paid $18,480

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,480

Other Expenses $30,040

TOTAL EXPENSES $48,520

Year-over-Year Comparison

	2020	2019	Change
Revenue	$67,393	$29,217	+1.3%
Expenses	$48,520	$105,260	-0.5%
Net Income	$18,873	$-76,043	-1.2%

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

Total Directors

$325,421

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tonia Wellons	CEO	1.0	Director	$0	$21,011	$325,421
David A Steinberg	President	1.0	Officer Director	$0	$0	$0
Dianne Siegel	Treasurer	1.0	Officer Director	$0	$0	$0
Joel Zychick	Secretary	1.0	Officer 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
2021	$67,393	$48,520	$2,687,245	$18,873
2021	$25,561	$15,123	$2,738,153	$10,438
2020	$29,217	$105,260	$2,732,678	$-76,043
2019	$42,549	$89,197	$3,074,963	$-46,648
2018	$101,720	$1,219,510	$2,173,718	$-1,117,790

David A Steinberg Family Foundation