CHELM FAMILY FOUNDATION (EIN 300226826) - 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

2003

Legal Domicile

Principal Officer

KARI BLUMENTHAL

Phone

2165932900

Tax Period

2024-07-01 to 2025-06-30

CHELM FAMILY FOUNDATION, founded in 2003, is a micro nonprofit in the Religion sector that reported $47K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $76K exceeded revenue, resulting in a 61% operating deficit.

Mission

FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $47,063

Other Revenue $0

TOTAL REVENUE $47,063

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,000

Other Expenses $5,547

TOTAL EXPENSES $75,547

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,063	$41,785	+0.1%
Expenses	$75,547	$80,985	-0.1%
Net Income	$-28,484	$-39,200	-0.3%

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

$946,891

Total Directors

$55,395

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOZELLE JACKSON	TREASURER	0.20	Officer	$0	$52,296	$340,473
MINDEE FREDMAN	ASST SEC'Y AS OF 12/13/2024	0.20	Officer	$0	$36,996	$215,216
KARI BLUMENTHAL	ASST TREASURER	0.20	Officer	$0	$28,885	$183,816
MATTHEW KALIFF	SECRETARY	0.20	Officer	$0	$46,648	$151,991
ANN GARSON	TTEE & ASST SEC'Y THRU 12/13/2024	0.30	Officer Director	$0	$14,421	$55,395
KERRY CHELM	TRUSTEE & PRESIDENT	0.30	Officer Director	$0	$0	$0
KEITH CHELM	TRUSTEE & VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
WILLIAM H HELLER	TRUSTEE & VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
HALLIE HURWITZ ABRAMS	TRUSTEE	0.10	Director	$0	$0	$0
AARON GROSS	TRUSTEE	0.10	Director	$0	$0	$0
JAYNA METALONIS	TRUSTEE	0.10	Director	$0	$0	$0
HALLIE BRAM KOGELSCHATZ	TRUSTEE AS OF 12/13/2024	0.10	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	$47,063	$75,547	$1,470,155	$-28,484
2024	No data	No data	No data	No data
2023	$46,662	$67,516	$1,291,411	$-20,854
2022	$49,142	$71,086	$1,242,870	$-21,944
2021	$43,316	$63,002	$1,548,767	$-19,686
2020	$48,165	$82,220	$1,228,945	$-34,055
2019	$34,176	$88,454	$1,298,029	$-54,278
2018	$39,159	$60,066	$1,333,676	$-20,907

CHELM FAMILY FOUNDATION