MONTEFIORE FOUNDATION

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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

1994

Legal Domicile

Principal Officer

KEN MARBLESTONE

Phone

6142043970

Tax Period

2024-07-01 to 2025-06-30

MONTEFIORE FOUNDATION, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $79K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $78K, a strong 98% operating margin.

Mission

THE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE GRANTS THAT AID AND SUPPORT THE JEWISH ELDERLY COMMUNITY IN THE CLEVELAND AREA.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

THE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE GRANTS THAT AID AND SUPPORT THE JEWISH ELDERLY COMMUNITY IN THE CLEVELAND AREA.

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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 $78,253

Other Revenue $1,233

TOTAL REVENUE $79,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,736

TOTAL EXPENSES $1,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,486	$214,277	-0.6%
Expenses	$1,736	$346,771	-1.0%
Net Income	$77,750	$-132,494	-1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN MARBLESTONE	PRESIDENT	1.00	Officer Director	$0	$0	$0
HARRY SINGER	TRUSTEE	1.00	Director	$0	$0	$0
MARC SILVERSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
JUDY WILLENSKY	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	$79,486	$1,736	$12,037,269	$77,750
2024	$214,277	$346,771	$10,964,934	$-132,494
2023	$437,613	$2,904,955	$11,119,326	$-2,467,342
2022	$1,638,245	$1,346,433	$12,660,221	$291,812
2021	$649,266	$531,765	$14,958,715	$117,501
2020	$723,034	$1,313,435	$11,476,335	$-590,401
2019	$895,709	$1,533,480	$12,333,227	$-637,771
2018	$1,520,823	$2,634,801	$12,841,546	$-1,113,978