ROBERT U AND ROBERTA GOLDMAN FAMILY FOUNDATION (EIN 203921714) - 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

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

ROBERT U AND ROBERTA GOLDMAN FAMILY FOUNDATION, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $491K in total revenue in fiscal year 2024. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 61% operating margin.

Mission

THE FOUNDATION IS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, AND MAINTAIN THE BROAD CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS PURPOSE OR FUNCTION AS AUTHORIZED BY THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO AND THE BY-LAWS OF THE FOUNDATION.

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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 $150,125

Program Service Revenue $0

Investment Income $340,561

Other Revenue $0

TOTAL REVENUE $490,686

Expense Breakdown

Grants Paid $180,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,000

Other Expenses $11,512

TOTAL EXPENSES $191,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$490,686	$177,349	+1.8%
Expenses	$191,512	$289,416	-0.3%
Net Income	$299,174	$-112,067	-3.7%

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

$1,291,246

Total Directors

$558,732

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID S ROSEN	TREASURER	0.3	Officer Director	$0	$106,440	$558,732
MAURY FERTIG	SECRETARY	0.3	Officer Director	$0	$0	$0
ROBERT U GOLDMAN	PRESIDENT	0.3	Officer Director	$0	$0	$0
ROBERTA GOLDMAN	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
LOU HARRISON	DIRECTOR	0.3	Director	$0	$0	$0
CLAIRE PEACEMAN	ASSISTANT SECRETARY	0.3	Officer	$0	$14,928	$84,259
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$56,475	$365,057
PETER CHISWICK	ASSISTANT TREASURER	0.3	Officer	$0	$45,504	$283,198

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	$490,686	$191,512	$2,608,505	$299,174
2024	$177,349	$289,416	$2,448,797	$-112,067
2023	$294,997	$113,961	$2,287,344	$181,036
2022	$361,986	$84,104	$1,971,387	$277,882
2021	$242,157	$208,037	$2,036,983	$34,120
2020	$125,274	$181,419	$1,714,219	$-56,145
2019	$278,823	$89,839	$1,736,608	$188,984
2018	$242,286	$68,224	$1,556,903	$174,062

ROBERT U AND ROBERTA GOLDMAN FAMILY FOUNDATION