DONALD L SOLOMON FUND (EIN 311674444) - 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

1999

Legal Domicile

Principal Officer

JASON LEVINE

Phone

4198854461

Tax Period

2024-01-01 to 2024-12-31

DONALD L SOLOMON FUND, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $108K in total revenue in fiscal year 2024. Expenses of $102K left a modest 5% surplus.

Mission

SUPPORT JEWISH FEDERATION OF TOLEDO, ITS PURPOSES AND PROGRAMS

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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 $107,880

Other Revenue $0

TOTAL REVENUE $107,880

Expense Breakdown

Grants Paid $76,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,950

Other Expenses $25,178

TOTAL EXPENSES $102,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,880	$-44,408	-3.4%
Expenses	$102,128	$148,065	-0.3%
Net Income	$5,752	$-192,473	-1.0%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON LEVINE	TRUSTEE	1.00	Director	$0	$0	$0
JOEL BEREN	TRUSTEE	1.00	Director	$0	$0	$0
PETER SILVERMAN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA DELMAN	TRUSTEE	1.00	Director	$0	$0	$0
ZACK OTTENSTEIN	TRUSTEE	1.00	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	$107,880	$102,128	$2,173,132	$5,752
2023	$-44,408	$148,065	$1,974,668	$-192,473
2022	$-78,079	$150,081	$1,834,313	$-228,160
2021	$743,673	$118,360	$2,395,973	$625,313
2020	$53,670	$70,435	$2,266,531	$-16,765
2020	$38,063	$87,741	$2,132,719	$-49,678
2019	$100,338	$251,072	$2,324,757	$-150,734
2018	$129,723	$113,705	$2,468,763	$16,018

DONALD L SOLOMON FUND