WEINSTEIN HOSPICE FOUNDATION INC (EIN 263459490) - 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

2008

Legal Domicile

Principal Officer

J SAMUEL COOLIK

Phone

4043516698

Tax Period

2022-07-01 to 2023-06-30

WEINSTEIN HOSPICE FOUNDATION INC, founded in 2008, is a micro nonprofit in the Health Care sector that reported $51K in total revenue in fiscal year 2022. The organization ran a surplus of $36K, a strong 71% operating margin.

Mission

THE FOUNDATION'S OPERATING OBJECTIVE IS TO PROVIDE SUPPORT ACTIVITIES AND TO CARRY OUT THE PURPOSES OF THE VI AND MILTON WEINSTEIN HOSPICE, INC. INCLUDING MANAGING INVESTMENTS FOR THE SUPPORTED ORGANIZATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $26,500

Program Service Revenue $0

Investment Income $24,432

Other Revenue $0

TOTAL REVENUE $50,932

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $4,902

TOTAL EXPENSES $14,902

Year-over-Year Comparison

	2022	2021	Change
Revenue	$50,932	$-177,237	-1.3%
Expenses	$14,902	$97,445	-0.8%
Net Income	$36,030	$-274,682	-1.1%

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

$1,200,190

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARLEY TABAK	CEO AND PRESIDENT	0.50	Officer	$0	$8,772	$485,506
JEFFREY GOPEN	CEO AND PRESIDENT	0.50	Officer	$0	$18,398	$384,923
NEELAM RAHATEKAR	CFO AND COO	0.50	Officer	$0	$8,902	$329,761
J SAMUEL COOLIK	CHAIRMAN	0.50	Officer Director	$0	$0	$0
IRWIN SIEGEL	TREASURER/SECRETARY	0.50	Officer Director	$0	$0	$0
MICHAEL AXELROD	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY SNOW	DIRECTOR	0.50	Director	$0	$0	$0
VALERIE M NEEDLE	DIRECTOR	0.50	Director	$0	$0	$0
JAN W WINSTON	DIRECTOR	0.50	Director	$0	$0	$0
SIDNEY FUNK MD	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$50,932	$14,902	$2,040,342	$36,030
2022	$-177,237	$97,445	$2,004,312	$-274,682
2021	$402,109	$55,241	$2,278,994	$346,868
2020	$26,339	$53,858	$1,932,126	$-27,519
2019	$366,206	$30,500	$1,959,645	$335,706
2018	$98,949	$18,995	$1,623,939	$79,954

WEINSTEIN HOSPICE FOUNDATION INC