JOANN AND THOMAS ADLER FAMILY FOUNDATION (EIN 341858749) - 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

1998

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

JOANN AND THOMAS ADLER FAMILY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $145K in total revenue in fiscal year 2022. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $23K, a strong 16% operating margin.

Mission

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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $143,574

Program Service Revenue $0

Investment Income $1,321

Other Revenue $0

TOTAL REVENUE $144,895

Expense Breakdown

Grants Paid $119,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,500

Other Expenses $2,772

TOTAL EXPENSES $122,272

Year-over-Year Comparison

	2022	2021	Change
Revenue	$144,895	$175,180	-0.2%
Expenses	$122,272	$111,593	+0.1%
Net Income	$22,623	$63,587	-0.6%

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

$890,626

Total Directors

$258,682

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY REIS	TREASURER THRU 3/6/23	0.20	Officer	$0	$40,331	$310,108
MOZELLE JACKSON	TREASURER AS OF 3/6/23	0.20	Officer	$0	$23,290	$255,134
KARI BLUMENTHAL	ASSISTANT TREASURER	0.20	Officer	$0	$24,732	$166,588
ANN M GARSON	TRUSTEE/SECRETARY	0.30	Officer Director	$0	$37,656	$158,796
HEDY P MILGROM	TRUSTEE	0.10	Director	$0	$7,466	$99,886
THOMAS W ADLER	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
JOANN S ADLER	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
WILLIAM ADLER	VICE PRESIDENT	0.20	Officer	$0	$0	$0
JAMES A RATNER	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
2023	$144,895	$122,272	$127,232	$22,623
2022	$175,180	$111,593	$104,609	$63,587
2020	$206,807	$76,051	$159,139	$130,756
2019	$174,530	$104,114	$91,633	$70,416
2018	$242,165	$178,776	$84,467	$63,389

JOANN AND THOMAS ADLER FAMILY FOUNDATION