MALTZ FAMILY FOUNDATION (EIN 311566163) - 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

2021-07-01 to 2022-06-30

MALTZ FAMILY FOUNDATION, founded in 1997, is a small nonprofit that reported $240K in total revenue in fiscal year 2021. Revenue decreased 8% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 588% operating deficit.

Mission

FURTHER THE CHARITABLE, EDUC. & 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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $239,020

Other Revenue $611

TOTAL REVENUE $239,631

Expense Breakdown

Grants Paid $1,627,643

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,627,643

Other Expenses $21,731

TOTAL EXPENSES $1,649,374

Year-over-Year Comparison

	2021	2020	Change
Revenue	$239,631	$260,234	-0.1%
Expenses	$1,649,374	$26,277	+61.8%
Net Income	$-1,409,743	$233,957	-7.0%

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

$669,688

Total Directors

$506,195

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIKA RUDIN-LURIA	TRUSTEE	0.10	Director	$0	$53,193	$506,195
BARRY REIS	TREASURER	0.20	Officer	$0	$50,819	$414,199
KARI BLUMENTHAL	ASSISTANT TREASURER	0.20	Officer	$0	$23,073	$159,058
HEDY MILGROM	SECRETARY	0.20	Officer	$0	$6,560	$96,431
MILTON S MALTZ	TTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
TAMAR MALTZ	TTEE/VP	0.30	Officer Director	$0	$0	$0
DANIEL MALTZ	TTEE/VP	0.30	Officer Director	$0	$0	$0
DAVID MALTZ	TTEE/VP	0.30	Officer Director	$0	$0	$0
STEPHEN J WEINBERG	TRUSTEE	0.10	Director	$0	$0	$0
NANCY WOLF	TRUSTEE	0.10	Director	$0	$0	$0
GRANT N DINNER	TRUSTEE	0.10	Director	$0	$0	$0
RINA FRANKEL	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
2022	$239,631	$1,649,374	No data	$-1,409,743
2021	$260,234	$26,277	$1,856,385	$233,957
2020	$360,032	$329,011	$2,549,888	$31,021
2019	$382,223	$394,118	$3,545,751	$-11,895
2018	$1,347,361	$1,493,824	$7,749,367	$-146,463

MALTZ FAMILY FOUNDATION