LISA B FISHMAN FOUNDATION INC (EIN 203967247) - 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

Lee Fishman

Phone

9738688811

Tax Period

2023-01-01 to 2023-12-31

LISA B FISHMAN FOUNDATION INC, founded in 2005, is a small nonprofit in the Medical Research sector that reported $274K in total revenue in fiscal year 2023. The organization ran a surplus of $176K, a strong 64% operating margin.

Mission

The Lisa B. Fishman Foundation was created for the purpose of raising money through donations and fundraising events to benefit lymphoma research and other cancer research.

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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 $265,723

Program Service Revenue $0

Investment Income $8,020

Other Revenue $0

TOTAL REVENUE $273,743

Expense Breakdown

Grants Paid $62,975

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,799

Other Expenses $34,824

TOTAL EXPENSES $97,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,743	$258,475	+0.1%
Expenses	$97,799	$190,807	-0.5%
Net Income	$175,944	$67,668	+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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lee Fishman	President	10	Officer Key Emp	$0	$0	$0
Debra Caplan	Vice President	1	Officer	$0	$0	$0
Wendy Fishman	Secretary	1	Officer	$0	$0	$0
John Macejka	Vice President	0	Officer	$0	$0	$0
Matthew Boardman	Vice President	1	Officer	$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	$273,743	$97,799	$299,390	$175,944
2022	$258,475	$190,807	$122,678	$67,668
2021	$247,561	$234,430	$55,010	$13,131
2020	$228,727	$214,833	$41,879	$13,894

LISA B FISHMAN FOUNDATION INC