JUDI & STEVEN B FADER FAMILY FOUNDATION INC (EIN 223920799) - 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

MARK SMOLARZ

Phone

4107274828

Tax Period

2023-01-01 to 2023-12-31

JUDI & STEVEN B FADER FAMILY FOUNDATION INC, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 3159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 47% operating margin.

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF THE ASSOCIATED.

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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 $3,325,090

Program Service Revenue $0

Investment Income $76,121

Other Revenue $0

TOTAL REVENUE $3,401,211

Expense Breakdown

Grants Paid $1,771,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,771,100

Other Expenses $19,563

TOTAL EXPENSES $1,790,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,401,211	$104,374	+31.6%
Expenses	$1,790,663	$1,317,685	+0.4%
Net Income	$1,610,548	$-1,213,311	-2.3%

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

$1,147,641

Total Directors

$1,449,242

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC B TERRILL	PRESIDENT & PUBLIC DIRECTOR	0.15	Officer Director	$0	$44,135	$887,930
MICHAEL I FRIEDMAN	TREASURER & PUBLIC DIRECTOR	0.15	Officer Director	$0	$11,879	$259,711
RUTH MILLER	PUBLIC DIRECTOR	0.15	Director	$0	$36,933	$186,508
MARILYN LOUX	PUBLIC DIRECTOR	0.15	Director	$0	$13,979	$115,093
JUDI FADER	VICE PRESIDENT & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
STEVEN B FADER	SECRETARY & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
MICHAEL FADER	DONOR DIRECTOR	0.15	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
2024	No data	No data	No data	No data
2023	$3,401,211	$1,790,663	$6,324,792	$1,610,548
2022	$104,374	$1,317,685	$4,318,476	$-1,213,311
2021	$1,765,083	$661,527	$6,564,758	$1,103,556
2020	$686,249	$940,216	$4,866,127	$-253,967

JUDI & STEVEN B FADER FAMILY FOUNDATION INC