DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION (EIN 341806783) - 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

1995

Legal Domicile

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 ("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 $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

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

$840,840

Total Directors

$694,126

Key Employees

Highest Compensated

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

DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION