NEUBERGER FAMILY FOUNDATION INC (EIN 271040796) - 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

2009

Legal Domicile

Principal Officer

MARC B TERRILL

Phone

4107274828

Tax Period

2023-01-01 to 2023-12-31

NEUBERGER FAMILY FOUNDATION INC, founded in 2009, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $949K, a strong 79% operating margin.

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED.

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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 $0

Program Service Revenue $0

Investment Income $1,197,441

Other Revenue $5,800

TOTAL REVENUE $1,203,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $227,253

Fundraising Expenses $0

Other Expenses $26,842

TOTAL EXPENSES $254,095

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,203,241	$876,325	+0.4%
Expenses	$254,095	$242,141	+0.0%
Net Income	$949,146	$634,184	+0.5%

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

$1,147,641

Total Directors

$887,930

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC B TERRILL	PRESIDENT & PUBLIC DIRECTOR	0.15	Officer Director	$0	$44,135	$887,930
MICHAEL I FRIEDMAN	SECRETARY/TREASURER	0.15	Officer	$0	$11,879	$259,711
YEHUDA NEUBERGER	VICE PRESIDENT & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
BRUCE SHOLK	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
GENINE MACKS FIDLER	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
LAURENCE M KATZ	PUBLIC DIRECTOR	0.15	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	$1,203,241	$254,095	$6,406,287	$949,146
2022	$876,325	$242,141	$5,244,069	$634,184
2021	$7,327,652	$117,700	$7,902,918	$7,209,952
2020	$880,939	$1,178,536	$855,807	$-297,597

NEUBERGER FAMILY FOUNDATION INC