GOLDMAN FAMILY FOUNDATION (EIN 201465976) - 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

2004

Legal Domicile

Principal Officer

JERILYN ZIMMERMAN

Phone

6108215500

Tax Period

2023-07-01 to 2024-06-30

GOLDMAN FAMILY FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $24K in total revenue in fiscal year 2023. Expenses of $132K exceeded revenue, resulting in a 456% operating deficit.

Mission

TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES IN SUPPORT OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY AND ITS MISSION.

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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 $23,737

Other Revenue $0

TOTAL REVENUE $23,737

Expense Breakdown

Grants Paid $125,660

Salaries & Benefits $0

Fundraising Expenses $15

Program Expenses $125,660

Other Expenses $6,248

TOTAL EXPENSES $131,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,737	$24,320	0.0%
Expenses	$131,908	$65,389	+1.0%
Net Income	$-108,171	$-41,069	+1.6%

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

$219,081

Total Directors

$219,081

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY WAX GOLDMAN	PRESIDENT/TREASURER	0.30	Officer Director	$0	$0	$0
STEVEN P GOLDMAN	VICE PRESIDENT/SECRETARY	0.30	Officer Director	$0	$0	$0
JERILYN A ZIMMERMAN	ASSISTANT SECRETARY	0.30	Officer Director	$0	$10,675	$219,081
ROBERTO FISCHMANN	DIRECTOR	0.30	Director	$0	$0	$0
GARY FROMER	DIRECTOR	0.30	Director	$0	$0	$0
DR MICHAEL UFBERG	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT L WAX	DIRECTOR	0.30	Director	$0	$0	$0
MIRIAM ZAGER	DIRECTOR	0.30	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	$23,737	$131,908	$1,143,714	$-108,171
2023	$24,320	$65,389	$1,111,863	$-41,069
2022	$35,354	$33,014	$1,038,523	$2,340
2021	$24,107	$56,882	$1,199,899	$-32,775
2020	$28,611	$22,920	$960,005	$5,691
2019	$33,251	$47,356	$935,906	$-14,105
2018	$36,558	$33,804	$918,535	$2,754

GOLDMAN FAMILY FOUNDATION