SYLVIA & HERB ROSEN FOUNDATION (EIN 232869370) - 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

1997

Legal Domicile

Principal Officer

JERLYN ZIMMERMAN

Phone

6108215500

Tax Period

2019-07-01 to 2020-06-30

SYLVIA & HERB ROSEN FOUNDATION, founded in 1997, is a micro nonprofit that reported $2K in total revenue in fiscal year 2019. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $634K exceeded revenue, resulting in a 31277% operating deficit.

Mission

TO SUPPORT THE PROGRAMS WHICH BENEFIT THE JEWISH FEDERATION OF THE LEHIGH VALLEY IN PENNSYLVANIA OR CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,022

Other Revenue $0

TOTAL REVENUE $2,022

Expense Breakdown

Grants Paid $634,000

Salaries & Benefits $0

Fundraising Expenses $15

Program Expenses $634,000

Other Expenses $449

TOTAL EXPENSES $634,449

Year-over-Year Comparison

	2019	2018	Change
Revenue	$2,022	$22,735	-0.9%
Expenses	$634,449	$1,491	+424.5%
Net Income	$-632,427	$21,244	-30.8%

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

$178,602

Total Directors

$178,602

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERBERT ROSEN	CHAIRMAN	0.25	Officer Director	$0	$0	$0
SYLVIA ROSEN	HONORARY VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
DANIEL SULLUM	PRESIDENT	0.25	Officer Director	$0	$0	$0
DONALD SENDEROWITZ	TREASURER	0.25	Officer Director	$0	$0	$0
JERILYN ZIMMERMAN	SECRETARY	0.25	Officer Director	$0	$11,983	$178,602
NANCY L ROSEN	HONORARY SECRETARY	0.25	Officer Director	$0	$0	$0
ARTHUR ALTMAN	DIRECTOR	0.25	Director	$0	$0	$0
DR JEFFREY 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
2020	$2,022	$634,449	$17,008	$-632,427
2019	$22,735	$1,491	$646,589	$21,244
2018	$23,477	$1,440	$604,205	$22,037

SYLVIA & HERB ROSEN FOUNDATION