NORMAN AND JUDITH JO KREISS FAMILY FDN (EIN 330905706) - 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

2005

Legal Domicile

Principal Officer

DENNIS M CHODOROW

Phone

8583531822

Tax Period

2025-01-01 to 2025-12-31

NORMAN AND JUDITH JO KREISS FAMILY FDN, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $86K in total revenue in fiscal year 2025. Revenue surged 234% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 54% operating margin.

Mission

TO FUND CHARITABLE 501(3)(C)ORGANIZATIONS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $86,434

Other Revenue $0

TOTAL REVENUE $86,434

Expense Breakdown

Grants Paid $25,590

Salaries & Benefits $6,000

Fundraising Expenses $0

Program Expenses $25,590

Other Expenses $8,373

TOTAL EXPENSES $39,963

Year-over-Year Comparison

	2025	2024	Change
Revenue	$86,434	$25,866	+2.3%
Expenses	$39,963	$36,166	+0.1%
Net Income	$46,471	$-10,300	-5.5%

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

$6,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS M CHODOROW	Treasurer	4.00	Officer	$6,000	$0	$6,000
JUDITH JO KREISS	President & CEO	2.00	Director	$0	$0	$0
PATRICK N BERGT	Secretary	0.00	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	$86,434	$39,963	$644,972	$46,471
2024	$25,866	$36,166	$598,501	$-10,300
2023	$38,180	$39,450	$608,801	$-1,270
2022	$54,626	$48,552	$610,071	$6,074
2021	$67,988	$23,944	$603,997	$44,044
2020	$16,462	$29,513	$559,953	$-13,051

NORMAN AND JUDITH JO KREISS FAMILY FDN