JFC WEISBERG MORTIMER MEMORIAL FUND

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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

1970

Legal Domicile

Phone

2166897663

Tax Period

2025-01-01 to 2025-12-31

JFC WEISBERG MORTIMER MEMORIAL FUND, founded in 1970, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $537K in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring. Net assets of $8.4M represent 187 months of operating reserves.

Mission

Grants are made according to Trust Agreement dated 6-16-70, restated in 1972. Keybank as Trustee makes distributions to the Jewish Federation of Cleveland for needy & worthy students in undergraduate and post-graduate studies. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission.

Program Service Accomplishments

Program 1

Expenses: $504,313

Grants made to the Jewish Federation of Cleveland to be used for scholarship purposes for the needy and worthy undergraduate and postgraduate students.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $193,339

Other Revenue $343,428

TOTAL REVENUE $536,767

Expense Breakdown

Grants Paid $504,313

Salaries & Benefits $63,935

Fundraising Expenses $0

Program Expenses $504,313

Other Expenses $1,650

TOTAL EXPENSES $569,898

Year-over-Year Comparison

	2025	2024	Change
Revenue	$536,767	$865,803	-0.4%
Expenses	$569,898	$511,615	+0.1%
Net Income	$-33,131	$354,188	-1.1%

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

N/A

Employees

N/A

Volunteers

N/A

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
N/A	Trustee	1.0		$63,935	$0	$63,935

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	$536,767	$569,898	$8,362,185	$-33,131
2024	$865,803	$511,615	$8,595,316	$354,188
2023	$1,004,675	$511,543	$8,271,860	$493,132
2022	$659,512	$565,932	$7,778,952	$93,580
2021	$1,113,458	$495,946	$7,685,870	$617,512
2020	$78,015	$488,811	$7,068,358	$-410,796
2019	$463,733	$496,787	$7,479,154	$-33,054