AKIBA FOUNDATION (EIN 271865925) - 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

ANDREW SCHULTZ

Phone

2142953400

Tax Period

2021-07-01 to 2022-01-31

AKIBA FOUNDATION, founded in 2009, is a small nonprofit that reported $266K in total revenue in fiscal year 2021. The organization ran a surplus of $128K, a strong 48% operating margin.

Mission

SOLE PURPOSE IS FOR THE BENEFIT OF AKIBAYAVNEH ACADEMY OF DALLAS

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $265,867

Other Revenue $0

TOTAL REVENUE $265,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,134

Other Expenses $138,202

TOTAL EXPENSES $138,202

Year-over-Year Comparison

	2021	2020	Change
Revenue	$265,867	N/A	N/A
Expenses	$138,202	$248,241	-0.4%
Net Income	$127,665	$-248,241	-1.5%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
ANDREW SCHULTZ	PRESIDENT	Officer Director	$0	$0	$0
JAYNIE SCHULTZ ROMANER	VICE PRESIDENT	Officer Director	$0	$0	$0
STEVEN P ROSENBERG	SECRETARY	Officer Director	$0	$0	$0
ANN ROSENBERG	OFFICER	Officer Director	$0	$0	$0
ELIZABETH GREIF	OFFICER	Officer Director	$0	$0	$0
DANNY GUTMAN	OFFICER	Officer Director	$0	$0	$0
RICHARD ROHAN	OFFICER	Officer Director	$0	$0	$0
JOSH HOCHSCHULER	OFFICER	Officer Director	$0	$0	$0
DEBBIE KATZ	OFFICER	Officer Director	$0	$0	$0
HELENE SCHUSSLER	OFFICER	Officer Director	$0	$0	$0
LAURA BURSTEIN	OFFICER	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
2022	$265,867	$138,202	No data	$127,665
2021	$382,196	$248,241	$5,310,833	$133,955
2020	$216,639	$251,711	$5,176,878	$-35,072
2019	$77,076	$452,756	$5,211,950	$-375,680
2018	$397,441	$244,571	$4,958,206	$152,870

AKIBA FOUNDATION