FISCHMANN BERMAN FAMILY FOUNDATION (EIN 232823685) - 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

1995

Legal Domicile

Principal Officer

JERILYN ZIMMERMAN

Phone

6108215500

Tax Period

2023-07-01 to 2024-06-30

FISCHMANN BERMAN FAMILY FOUNDATION, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2023. Expenses of $48K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO CONDUCT OR SUPPORT THE ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY.

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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 $29,964

Program Service Revenue $0

Investment Income $12,773

Other Revenue $0

TOTAL REVENUE $42,737

Expense Breakdown

Grants Paid $45,336

Salaries & Benefits $0

Fundraising Expenses $100

Program Expenses $45,336

Other Expenses $2,714

TOTAL EXPENSES $48,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,737	$40,959	+0.0%
Expenses	$48,050	$49,516	0.0%
Net Income	$-5,313	$-8,557	-0.4%

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

$219,081

Total Directors

$219,081

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTO FISCHMANN	CHAIRMAN	0.25	Officer Director	$0	$0	$0
EILEEN FISCHMANN	VICE CHAIRWOMAN	0.25	Officer Director	$0	$0	$0
JERILYN ZIMMERMAN	SECRETARY/TREASURER	0.25	Officer Director	$0	$10,675	$219,081
JEFFREY BLINDER	DIRECTOR	0.25	Director	$0	$0	$0
JILL BLINDER	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	No data	No data	No data	No data
2024	$42,737	$48,050	$629,625	$-5,313
2023	$40,959	$49,516	$554,954	$-8,557
2022	$52,018	$53,947	$508,098	$-1,929
2021	$49,093	$49,330	$589,829	$-237

FISCHMANN BERMAN FAMILY FOUNDATION