OSTARA

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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

1998

Legal Domicile

Principal Officer

KARI BLUMENTHAL

Phone

2165932900

Tax Period

2024-07-01 to 2025-06-30

OSTARA, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $120K in total revenue in fiscal year 2024. Net assets of $1.6M represent 159 months of operating reserves.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $97,000

GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT 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 $119,604

Other Revenue $0

TOTAL REVENUE $119,604

Expense Breakdown

Grants Paid $97,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,000

Other Expenses $19,503

TOTAL EXPENSES $116,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,604	$113,974	+0.0%
Expenses	$116,503	$114,250	+0.0%
Net Income	$3,101	$-276	-12.2%

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

$904,065

Total Directors

$36,441

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC SHARGEL	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
MARCIA LEVINE TTEEVP	THRU & PRESIDENT AS OF 5/9/25	0.30	Officer Director	$0	$0	$0
BETH W BRANDON	TRUSTEE	0.10	Director	$0	$0	$0
RENEE CHELM	TRUSTEE	0.10	Director	$0	$0	$0
S LEE KOHRMAN	TRUSTEE THRU 5/9/25	0.10	Director	$0	$0	$0
ABIGAIL STADLIN	SECRETARY/TRUSTEE AS OF 5/9/25	0.30	Officer Director	$0	$193	$36,441
MOZELLE JACKSON	TREASURER THRU 5/9/25	0.20	Officer	$0	$52,296	$340,473
KARI BLUMENTHAL ASST TREAS	THRU & TREASURER AS OF 5/9/25	0.40	Officer	$0	$28,885	$183,816
JENNIFER SCHWARZ SEC'Y	THRU AND ASST SEC'Y AS OF 5/9/25	0.20	Officer	$0	$6,429	$128,119
MINDEE FREDMAN	ASST SECRETARY THRU 5/9/25	0.20	Officer	$0	$36,996	$215,216
MICHAEL MACCOMBIE	PRESIDENT THRU 5/9/25	0.20	Officer	$0	$0	$0
CHRISTINE S GREENWOOD	VICE PRESIDENT	0.20	Officer	$0	$0	$0
DANI R ZEIN	VICE PRESIDENT	0.20	Officer	$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	$119,604	$116,503	$1,582,428	$3,101
2024	$113,974	$114,250	$1,651,009	$-276
2023	$90,039	$130,852	$1,553,371	$-40,813
2022	$75,038	$100,873	$1,462,198	$-25,835
2021	$193,143	$108,500	$1,767,541	$84,643
2020	$56,369	$107,914	$1,338,006	$-51,545
2019	$177,142	$186,290	$1,446,777	$-9,148
2018	$45,651	$16,869	$1,401,793	$28,782