LYN STACIE GETZ FOUNDATION INC (EIN 203486477) - 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

MICHAEL I FRIEDMAN

Phone

4107274828

Tax Period

2023-01-01 to 2023-12-31

LYN STACIE GETZ FOUNDATION INC, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $75K exceeded revenue, resulting in a 70% operating deficit.

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED.

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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 $15,066

Program Service Revenue $0

Investment Income $29,264

Other Revenue $0

TOTAL REVENUE $44,330

Expense Breakdown

Grants Paid $63,116

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,116

Other Expenses $12,037

TOTAL EXPENSES $75,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,330	$90,924	-0.5%
Expenses	$75,153	$72,840	+0.0%
Net Income	$-30,823	$18,084	-2.7%

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

$380,462

Total Directors

$259,741

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL I FRIEDMAN	PRESIDENT & PUBLIC DIRECTOR	0.15	Officer Director	$0	$11,879	$259,741
LAUREN KLEIN	ASSISTANT SECRETARY	0.15	Officer	$0	$5,326	$120,721
RANDAL GETZ	VICE PRESIDENT & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
JON LEWIS	SECRETARY & PUBLIC DIRECTOR	0.15	Officer Director	$0	$0	$0
STACEY GETZ	TREASURER & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
JIM GLICK	PUBLIC DIRECTOR	0.15	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
2024	No data	No data	No data	No data
2023	$44,330	$75,153	$1,884,965	$-30,823
2022	$90,924	$72,840	$1,763,344	$18,084
2021	$139,946	$64,937	$2,116,518	$75,009
2020	$50,037	$81,622	$1,801,028	$-31,585

LYN STACIE GETZ FOUNDATION INC