DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION

EIN: 341806783 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$193,847
Total Expenses
$136,541
Total Assets
$2,576,948
Net Assets
$2,526,948
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
OH
Principal Officer
KARI BLUMENTHAL
Phone
2165932900
Tax Period
2024-07-01 to 2025-06-30

DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $194K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 30% operating margin.

Mission

FURTHER THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND.

Program Service Accomplishments

Program 1
Expenses: $111,000

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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $193,847
Other Revenue $0
TOTAL REVENUE $193,847

Expense Breakdown

Grants Paid $111,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $111,000
Other Expenses $25,541
TOTAL EXPENSES $136,541

Year-over-Year Comparison

2024 2023 Change
Revenue $193,847 $135,015 +0.4%
Expenses $136,541 $115,303 +0.2%
Net Income $57,306 $19,712 +1.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
8
Employees
N/A
Volunteers
11

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
10
$840,840
Total Directors
10
$694,126
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIKA RUDIN-LURIA TRUSTEE 0.10
Director
$0 $67,181 $694,126
MOZELLE JACKSON TREASURER 0.20
Officer
$0 $52,296 $340,473
KARI BLUMENTHAL ASST TREASURER 0.20
Officer
$0 $28,885 $183,816
JENNIFER SCHWARZ ASST SECRETARY THRU 1/17/2025 0.20
Officer
$0 $6,429 $128,119
MR MATTHEW KALIFF SECRETARY 0.20
Officer
$0 $46,648 $151,991
ABIGAIL STADLIN ASST SECRETARY AS OF 1/17/2025 0.20
Officer
$0 $193 $36,441
MR JAN S MOSKOWITZ TRUSTEE/CHAIR 0.30
Officer Director
$0 $0 $0
MR I RONALD MOSKOWITZ TRUSTEE/PRESIDENT 0.30
Officer Director
$0 $0 $0
MS LINDA MOSKOWITZ VICE PRESIDENT THRU 1/17/2025 0.20
Officer
$0 $0 $0
MS BRENDA MOSKOWITZ VICE PRESIDENT THRU 1/17/2025 0.20
Officer
$0 $0 $0
MS DEBRA SCHOLTZ VP/TRUSTEE AS OF 1/17/2025 0.30
Officer Director
$0 $0 $0
MR TODD MOSKOWITZ TRUSTEE THRU 1/17/2025 0.10
Director
$0 $0 $0
MS CARI L MARDERSTEIN TRUSTEE 0.10
Director
$0 $0 $0
MR LAWRENCE M KADIS TRUSTEE 0.10
Director
$0 $0 $0
MR KEITH POLSTER TRUSTEE 0.10
Director
$0 $0 $0
MR ALAN D GOTTLIEB TRUSTEE 0.10
Director
$0 $0 $0
MR BARNETT N BOOKATZ 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 $193,847 $136,541 $2,576,948 $57,306
2024 $135,015 $115,303 $2,386,473 $19,712
2023 $160,207 $91,055 $2,191,045 $69,152
2022 $156,420 $125,324 $2,082,014 $31,096
2021 $284,897 $179,968 $2,550,810 $104,929
2020 $542,415 $12,016 $2,050,081 $530,399
2019 $80,348 $101,996 $2,179,902 $-21,648
2018 $72,146 $99,315 $2,233,379 $-27,169
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