RINA & SAMUEL M FRANKEL FAMILY FOUNDATION (EIN 311502121) - 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

1997

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

RINA & SAMUEL M FRANKEL FAMILY FOUNDATION, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $17K in total revenue in fiscal year 2022. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $48K exceeded revenue, resulting in a 185% 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16,706

Other Revenue $0

TOTAL REVENUE $16,706

Expense Breakdown

Grants Paid $47,346

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,346

Other Expenses $210

TOTAL EXPENSES $47,556

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16,706	$44,737	-0.6%
Expenses	$47,556	$34,973	+0.4%
Net Income	$-30,850	$9,764	-4.2%

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

$831,716

Total Directors

$99,886

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR BARRY REIS	TREASURER THRU 9/20/2022	0.20	Officer	$0	$40,331	$310,108
MOZELLE JACKSON	TREASURER AS OF 9/20/2022	0.20	Officer	$0	$23,290	$255,134
MS KARI BLUMENTHAL	ASSISTANT TREASURER	0.20	Officer	$0	$24,732	$166,588
MS HEDY MILGROM	TRUSTEE/SECRETARY	0.30	Officer Director	$0	$7,466	$99,886
MS RINA FRANKEL	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
MS SHARON KOLTIN	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
MS MARILYN OIF	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
MR STEVEN FRANKEL	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
MR HARLEY I GROSS	TRUSTEE	0.10	Director	$0	$0	$0
MR MILTON S MALTZ	TRUSTEE	0.10	Director	$0	$0	$0
MR PETER RZEPKA	TRUSTEE	0.10	Director	$0	$0	$0
MR JEFFREY M KAHN	TRUSTEE	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$16,706	$47,556	$660,823	$-30,850
2022	$44,737	$34,973	$667,605	$9,764
2021	$12,431	$35,577	$793,165	$-23,146
2020	$26,925	$31,533	$657,273	$-4,608
2019	$19,852	$43,684	$800,008	$-23,832
2018	$174,163	$53,988	$902,870	$120,175

RINA & SAMUEL M FRANKEL FAMILY FOUNDATION