Perlman Family Foundation Inc (EIN 223482032) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

Robin Rochlin

Phone

2018203900

Tax Period

2024-07-01 to 2025-06-30

Perlman Family Foundation Inc, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $41K left a modest 4% surplus.

Mission

The Foundation Supports the Jewish Federation of Northern NJ and also makes grants to other 501(c)(3) organizations providing humanitarian social service & educational need.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $42,979

Other Revenue $0

TOTAL REVENUE $42,979

Expense Breakdown

Grants Paid $32,741

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,741

Other Expenses $8,711

TOTAL EXPENSES $41,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,979	$110,879	-0.6%
Expenses	$41,452	$77,280	-0.5%
Net Income	$1,527	$33,599	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$167,540

Total Directors

$167,540

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robin Rochlin	Secretary and Treasurer	1.0	Officer Director	$0	$11,965	$167,540
Martin Perlman	President	1.0	Officer Director	$0	$0	$0
Joann Hassan	Vice President	1.0	Officer Director	$0	$0	$0
Mark Metzger	Trustee	1.0	Director	$0	$0	$0
Daniel Rubin	Trustee	1.0	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
2025	$42,979	$41,452	$607,211	$1,527
2024	No data	No data	No data	No data
2023	$41,826	$54,879	$508,667	$-13,053
2022	$59,368	$27,898	$495,075	$31,470
2021	$-59,029	$62,446	$552,649	$-121,475
2020	$50,058	$77,039	$464,827	$-26,981
2019	$60,075	$55,597	$797,580	$4,478
2018	$66,522	$77,436	$793,122	$-10,914

Perlman Family Foundation Inc