FUND TO BENEFIT CHILDREN AND YOUTH INC C/O ERICA BORTZ TREASURER (EIN 232643243) - 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

1991

Legal Domicile

Principal Officer

ERICA BORTZ

Phone

6103490577

Tax Period

2023-01-01 to 2023-12-31

FUND TO BENEFIT CHILDREN AND YOUTH INC C/O ERICA BORTZ TREASURER, founded in 1991, is a small nonprofit in the Crime & Legal sector that reported $335K in total revenue in fiscal year 2023. Revenue surged 313% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 20% operating margin.

Mission

PROVIDES ABUSED, NEGLECTED, AND AT-RISK CHILDREN IN LEHIGH AND NORTHAMPTON COUNTIES WITH THE ITEMS AND SERVICES THAT TRADITIONAL COMMUNITY AND GOVERNMENT SOURCES CANNOT PROVIDE.

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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 $253,890

Program Service Revenue $0

Investment Income $11,180

Other Revenue $70,394

TOTAL REVENUE $335,464

Expense Breakdown

Grants Paid $240,093

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,523

Other Expenses $29,367

TOTAL EXPENSES $269,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$335,464	$81,267	+3.1%
Expenses	$269,460	$215,210	+0.3%
Net Income	$66,004	$-133,943	-1.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOLORES A BUTZ	BOARD	2.00	Director	$0	$0	$0
LAURA BLACK	BOARD	2.00	Director	$0	$0	$0
JUDITH ANN HARRIS ESQ	BOARD	2.00	Director	$0	$0	$0
JONATHAN EPSTEIN	BOARD	2.00	Director	$0	$0	$0
JANE R ERVIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
ERICA BORTZ	TREASURER	5.00	Officer Director	$0	$0	$0
VICKY KISTLER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNA MORFFI	BOARD	2.00	Director	$0	$0	$0
ELIZABETH SCOFIELD	BOARD	2.00	Director	$0	$0	$0
CHERYL A BLEILER	SECRETARY	2.00	Officer Director	$0	$0	$0
REV DR CHRISTINE L NELSON	BOARD	2.00	Director	$0	$0	$0
GAIL HOWELL	BOARD	2.00	Director	$0	$0	$0
SUZANNE HABIF MASON	BOARD	2.00	Director	$0	$0	$0
ALAN JENNINGS	BOARD	2.00	Director	$0	$0	$0
LAUREN MINOTTI	BOARD	2.00	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	$335,464	$269,460	$583,293	$66,004
2022	$81,267	$215,210	$517,289	$-133,943
2021	$251,662	$128,609	$651,232	$123,053
2020	$212,785	$135,851	$528,179	$76,934
2019	$166,470	$189,642	$451,245	$-23,172
2018	$259,632	$200,810	$474,417	$58,822

FUND TO BENEFIT CHILDREN AND YOUTH INC C/O ERICA BORTZ TREASURER