SYLVIA & HERB ROSEN FOUNDATION

EIN: 232869370 501(c)(3)

ALLENTOWN, PA

Total Revenue
$2,022
Total Expenses
$634,449
Total Assets
$17,008
Net Assets
$17,008
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
PA
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 RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES IN SUPPORT OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY AND ITS MISSION.

Program Service Accomplishments

Program 1
Expenses: $634,000

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%)

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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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

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
6
$178,602
Total Directors
8
$178,602
Key Employees
0
$0
Highest Compensated
0
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
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