LAWRENCE C SHERMAN FAMILY FOUNDATION

EIN: 341806781 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$50,287
Total Expenses
$433,437
Total Assets
$2,286,514
Net Assets
$1,861,214
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
OH
Principal Officer
MOZELLE JACKSON
Phone
2165932900
Tax Period
2022-07-01 to 2023-06-30

LAWRENCE C SHERMAN FAMILY FOUNDATION, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $50K in total revenue in fiscal year 2022. Revenue surged 310% from the prior year, signaling strong growth momentum. Expenses of $433K exceeded revenue, resulting in a 762% operating deficit.

Mission

TO FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").

Program Service Accomplishments

Program 1
Expenses: $425,300

GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT 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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $50,287
Other Revenue $0
TOTAL REVENUE $50,287

Expense Breakdown

Grants Paid $425,300
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $425,300
Other Expenses $8,137
TOTAL EXPENSES $433,437

Year-over-Year Comparison

2022 2021 Change
Revenue $50,287 $12,253 +3.1%
Expenses $433,437 $218,985 +1.0%
Net Income $-383,150 $-206,732 +0.9%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
8
$1,030,736
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY REIS TREASURER THRU 6/29/23 0.20
Officer
$0 $40,331 $310,108
MOZELLE JACKSON TREASURER AS OF 6/29/23 0.20
Officer
$0 $23,290 $255,134
KARI BLUMENTHAL ASST TREASURER 0.20
Officer
$0 $24,732 $166,588
ANN GARSON ASST SECRETARY 0.20
Officer
$0 $37,656 $158,796
MATTHEW KALIFF SECRETARY 0.20
Officer
$0 $38,477 $140,110
BRADLEY A SHERMAN TRUSTEE/PRESIDENT 0.30
Officer Director
$0 $0 $0
STUART KLINE TRUSTEE/VP 0.30
Officer Director
$0 $0 $0
RACHEL FARKAS TRUSTEE/VICE PRESIDENT 0.30
Officer Director
$0 $0 $0
MITCHELL FRANKEL TRUSTEE 0.10
Director
$0 $0 $0
MINDY DAVIDSON TRUSTEE 0.10
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 No data No data No data No data
2023 $50,287 $433,437 $2,286,514 $-383,150
2022 $12,253 $218,985 $2,153,299 $-206,732
2021 $33,639 $10,057 $2,666,082 $23,582
2020 $61,908 $109,100 $2,107,088 $-47,192
2019 $58,184 $8,477 $2,264,804 $49,707
2018 $27,102 $92,774 $2,246,715 $-65,672
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