THE JACOB S ZWEIG FOUNDATION INC (EIN 271252273) - 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

HARLENE S ZWEIG

Phone

9549052505

Tax Period

2024-01-01 to 2024-12-31

THE JACOB S ZWEIG FOUNDATION INC, founded in 2009, is a small nonprofit in the Human Services sector that reported $605K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE FOUNDATION'S MISSION IS TO PROVIDE NEW AND GENTLY USED SHOES, SOCKS, BACKPACKS, SCHOOL SUPPLIES AND ATHLETIC GEAR TO CHILDREN AND FAMILIES IN NEED LIVING IN SOUTH FLORIDA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $485,328

Program Service Revenue $0

Investment Income $971

Other Revenue $118,971

TOTAL REVENUE $605,270

Expense Breakdown

Grants Paid $336,431

Salaries & Benefits $169,972

Fundraising Expenses $31,068

Program Expenses $591,246

Other Expenses $111,228

TOTAL EXPENSES $635,376

Year-over-Year Comparison

	2024	2023	Change
Revenue	$605,270	$546,612	+0.1%
Expenses	$635,376	$549,032	+0.2%
Net Income	$-30,106	$-2,420	+11.4%

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

Volunteers

1550

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW FALCONE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GALISZWESKI	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA GROSS	SECRETARY	3.00	Officer Director	$0	$0	$0
ALFONSO COSTA JR	DIRECTOR	1.00	Director	$0	$0	$0
LORI REGENT	DIRECTOR	1.00	Director	$0	$0	$0
ADAM ROSSEN	DIRECTOR	1.00	Director	$0	$0	$0
HOPE SHASHA	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA WEINSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
HENRY WEISS	DIRECTOR	1.00	Director	$0	$0	$0
HARLENE S ZWEIG	PRESIDENT	15.00	Officer Director	$0	$0	$0
MURRAY J ZWEIG	TREASURER	3.00	Officer 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	$605,270	$635,376	$466,995	$-30,106
2023	$546,612	$549,032	$496,112	$-2,420
2022	$625,808	$542,548	$498,524	$83,260
2021	$607,522	$371,954	$417,863	$235,568
2020	$408,515	$372,532	$197,017	$35,983
2019	$366,790	$352,665	$151,792	$14,125
2018	$333,630	$301,750	$136,093	$31,880

THE JACOB S ZWEIG FOUNDATION INC