MAX SCHEWITZ FOUNDATION C/O MARY BETH SCHEWITZ (EIN 204855141) - 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

2006

Legal Domicile

Principal Officer

MARY BETH SCHEWITZ

Phone

8472342206

Tax Period

2023-01-01 to 2023-12-31

MAX SCHEWITZ FOUNDATION C/O MARY BETH SCHEWITZ, founded in 2006, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $305K exceeded revenue, resulting in a 128% operating deficit.

Mission

THE MAKING OF GRANTS FOR EDUCATION, MEDICAL AND SCIENTIFIC PURPOSES.

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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 $49,706

Program Service Revenue $74,128

Investment Income $10,276

Other Revenue $0

TOTAL REVENUE $134,110

Expense Breakdown

Grants Paid $149,017

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $279,896

Other Expenses $156,316

TOTAL EXPENSES $305,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,110	$165,504	-0.2%
Expenses	$305,333	$189,838	+0.6%
Net Income	$-171,223	$-24,334	+6.0%

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

$32,633

Total Directors

$3,348

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL J GILLING	DIRECTOR	0.00	Director	$0	$0	$0
NICHOLAS MANCUSO	DIRECTOR	0.00	Director	$0	$0	$0
ALANE CHURCH	DIRECTOR	1.00	Director	$3,348	$0	$3,348
CASSIE MANCUSO CARVER	DIRECTOR	0.00	Director	$0	$0	$0
DAVID C SCHEWITZ	VICE PRESIDENT	0.00	Officer	$0	$0	$0
MARY E SCHEWITZ	PRESIDENT	0.00	Officer	$0	$0	$0
KATHY AYKROID	SECRETARY	10.00	Officer	$17,003	$0	$17,003
JEANNE COOGAN	TREASURER	5.00	Officer	$15,630	$0	$15,630

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
2023	$134,110	$305,333	No data	$-171,223
2022	$165,504	$189,838	$181,223	$-24,334
2021	$102,798	$134,554	$205,557	$-31,756
2020	$133,490	$91,407	$237,313	$42,083
2019	$199,390	$253,102	$195,230	$-53,712
2018	$266,995	$222,001	$248,942	$44,994

MAX SCHEWITZ FOUNDATION C/O MARY BETH SCHEWITZ