COHNREZNICK FOUNDATION INC (EIN 223706409) - 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

2000

Legal Domicile

Principal Officer

MARSHALL PHILLIPS

Phone

9732283500

Tax Period

2023-01-01 to 2023-12-31

COHNREZNICK FOUNDATION INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $277K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 34% operating margin.

Mission

TO RAISE FUNDS TO MAKE CONTRIBUTIONS TO OTHER QUALIFIED CHARITIES.

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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 $278,500

Program Service Revenue $0

Investment Income $146

Other Revenue $-1,344

TOTAL REVENUE $277,302

Expense Breakdown

Grants Paid $182,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,800

Other Expenses $1,200

TOTAL EXPENSES $184,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$277,302	$209,652	+0.3%
Expenses	$184,000	$99,621	+0.8%
Net Income	$93,302	$110,031	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH YOUNG	TREASURER/TRUSTEE	0.50	Officer Director	$0	$0	$0
LAURA WILDER	TRUSTEE	0.50	Director	$0	$0	$0
LORI ROTHE YOKOBOSKY	VICE PRESIDENT/TRUSTEE	0.50	Officer Director	$0	$0	$0
MARSHALL PHILLIPS	PRESIDENT/TRUSTEE	0.50	Officer Director	$0	$0	$0
MELISSA FERRUCCI	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL J GOOD	TRUSTEE	0.50	Director	$0	$0	$0
RISA LAVINE	TRUSTEE	0.50	Director	$0	$0	$0
SCOTT SACHS	TRUSTEE	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$277,302	$184,000	$601,991	$93,302
2022	$209,652	$99,621	$504,413	$110,031
2021	$149,728	$148,056	$394,382	$1,672
2020	$130,296	$229,404	$392,710	$-99,108
2019	$189,670	$297,723	$439,713	$-108,053
2018	$260,418	$296,675	$547,766	$-36,257

COHNREZNICK FOUNDATION INC