NORMA & ERNIE SIEGLER FAMILY FOUNDATION (EIN 341546349) - 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

1987

Legal Domicile

Principal Officer

KARI BLUMENTHAL

Phone

2165932900

Tax Period

2024-07-01 to 2025-06-30

NORMA & ERNIE SIEGLER FAMILY FOUNDATION, founded in 1987, is a micro nonprofit that reported $57K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 16% operating margin.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $57,318

Other Revenue $0

TOTAL REVENUE $57,318

Expense Breakdown

Grants Paid $45,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,300

Other Expenses $3,112

TOTAL EXPENSES $48,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,318	$40,717	+0.4%
Expenses	$48,412	$43,363	+0.1%
Net Income	$8,906	$-2,646	-4.4%

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

$164,560

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER B SCHWARZ TRUSTEE	SEC THRU/ASST SEC AS OF 5/28/2025	0.20	Officer Director	$0	$6,429	$128,119
DAVID SIEGLER	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
NEIL SIEGLER	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
MARC ALAN SIEGLER	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
JULES BELKIN	TRUSTEE	0.10	Director	$0	$0	$0
ENID ROSENBERG	TRUSTEE	0.10	Director	$0	$0	$0
ALBERT B RATNER	TRUSTEE	0.10	Director	$0	$0	$0
ABIGAIL STADLIN	SECRETARY AS OF 5/28/2025	0.20	Officer Director	$0	$193	$36,441
MOZELLE JACKSON	TREASURER THRU 5/28/2025	0.20	Officer	$0	$52,296	$340,473
KARI BLUMENTHAL	ASST TREAS THRU/TREAS AS OF 5/28/25	0.20	Officer	$0	$28,885	$183,816
MINDEE FREDMAN	ASST SEC THRU 5/28/2025	0.20	Officer	$0	$36,996	$215,216

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	$57,318	$48,412	$478,061	$8,906
2024	$40,717	$43,363	$447,083	$-2,646
2023	$13,492	$35,046	$447,139	$-21,554
2022	$8,241	$41,301	$445,193	$-33,060
2021	$30,604	$53,179	$529,296	$-22,575
2018	$37,853	$67,904	$544,007	$-30,051

NORMA & ERNIE SIEGLER FAMILY FOUNDATION