WAX FAMILY FUND (EIN 232506745) - 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

1987

Legal Domicile

Principal Officer

JERILYN ZIMMERMAN

Phone

6108218946

Tax Period

2024-07-01 to 2025-06-30

WAX FAMILY FUND, founded in 1987, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 58% operating margin.

Mission

TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS 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 (2024)

Revenue Breakdown

Contributions & Grants $53,794

Program Service Revenue $0

Investment Income $74,102

Other Revenue $0

TOTAL REVENUE $127,896

Expense Breakdown

Grants Paid $50,088

Salaries & Benefits $0

Fundraising Expenses $100

Program Expenses $50,088

Other Expenses $4,076

TOTAL EXPENSES $54,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,896	$58,915	+1.2%
Expenses	$54,164	$88,492	-0.4%
Net Income	$73,732	$-29,577	-3.5%

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

$225,441

Total Directors

$225,441

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI WAX	PRESIDENT	0.25	Officer Director	$0	$0	$0
EILEEN UFBERG	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
SAM BUB MD	SECRETARY	0.25	Officer Director	$0	$0	$0
JERILYN ZIMMERMAN	TREASURER/DIRECTOR	0.25	Officer Director	$0	$14,519	$225,441
SYLVIA BUB	DIRECTOR	0.25	Director	$0	$0	$0
NANCY WAX GOLDMAN	DIRECTOR	0.25	Director	$0	$0	$0
ROBERT WAX	DIRECTOR	0.25	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	$127,896	$54,164	$718,725	$73,732
2024	$58,915	$88,492	$642,464	$-29,577
2023	$62,301	$52,826	$589,076	$9,475
2022	$70,116	$51,616	$516,781	$18,500
2021	$12,006	$31,967	$579,935	$-19,961

WAX FAMILY FUND