KALISH FAMILY FOUNDATION INC (EIN 202977057) - 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

2005

Legal Domicile

Principal Officer

SCOTT KAPLAN

Phone

3055764000

Tax Period

2019-07-01 to 2020-06-30

KALISH FAMILY FOUNDATION INC, founded in 2005, is a micro nonprofit that reported $2K in total revenue in fiscal year 2019. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $20K exceeded revenue, resulting in a 946% operating deficit.

Mission

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

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,883

Other Revenue $0

TOTAL REVENUE $1,883

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,000

Other Expenses $1,695

TOTAL EXPENSES $19,695

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,883	$183,036	-1.0%
Expenses	$19,695	$121,000	-0.8%
Net Income	$-17,812	$62,036	-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

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

$1,115,677

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
GEOFFREY O KALISH	BOARD MEMBER	Director	$0	$0	$0
MICHELE KALISH	BOARD MEMBER	Director	$0	$0	$0
NEDRA KALISH	BOARD MEMBER	Director	$0	$0	$0
RICHARD M JACOBS	BOARD MEMBER	Director	$0	$0	$0
TERRY DRUCKER	BOARD MEMBER	Director	$0	$0	$0
JACOB SOLOMON	BOARD MEMBER	Officer	$0	$269,718	$821,106
STEPHEN LANDE	SECRETARY, FORMER	Officer	$0	$9,935	$176,388
SCOTT KAPLAN	SECRETARY	Officer	$0	$12,919	$118,183

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
2020	$1,883	$19,695	No data	$-17,812

KALISH FAMILY FOUNDATION INC