WOLF FAMILY FOUNDATION (EIN 341638259) - 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

1990

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

WOLF FAMILY FOUNDATION, founded in 1990, is a micro nonprofit that reported $23K in total revenue in fiscal year 2022. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 4531% 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $23,339

Other Revenue $0

TOTAL REVENUE $23,339

Expense Breakdown

Grants Paid $1,070,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,070,200

Other Expenses $10,536

TOTAL EXPENSES $1,080,736

Year-over-Year Comparison

	2022	2021	Change
Revenue	$23,339	$976,066	-1.0%
Expenses	$1,080,736	$498,005	+1.2%
Net Income	$-1,057,397	$478,061	-3.2%

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

$996,982

Total Directors

$158,796

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY REIS	TREASURER THRU 7/15/2022	0.20	Officer	$0	$40,331	$310,108
MOZELLE JACKSON	TREASURER AS OF 7/15/2022	0.20	Officer	$0	$23,290	$255,134
KARI BLUMENTHAL	ASST TREASURER	0.20	Officer	$0	$24,732	$166,588
ANN M GARSON	TRUSTEE/SECRETARY	0.30	Officer Director	$0	$37,656	$158,796
JENNIFER SCHWARZ	ASSISTANT SECRETARY	0.20	Officer	$0	$5,402	$106,356
JOHN P WOLF	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
KEITH LIBMAN	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
JOAN SWAIN	VICE PRESIDENT	0.20	Officer	$0	$0	$0
JAMES S WOLF	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$23,339	$1,080,736	$6,670,973	$-1,057,397
2022	$976,066	$498,005	$6,358,083	$478,061
2021	$10,086	$242,018	$6,422,074	$-231,932
2020	$18,378	$274,597	$5,603,748	$-256,219
2019	$27,517	$306,293	$5,333,853	$-278,776
2018	$24,327	$336,880	$4,911,814	$-312,553

WOLF FAMILY FOUNDATION