DAVID & ENID ROSENBERG FAMILY FOUNDATION (EIN 371777614) - 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

2014

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

DAVID & ENID ROSENBERG FAMILY FOUNDATION, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $111K in total revenue in fiscal year 2022. The organization ran a surplus of $81K, a strong 73% 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 (2022)

Revenue Breakdown

Contributions & Grants $100,000

Program Service Revenue $0

Investment Income $10,804

Other Revenue $0

TOTAL REVENUE $110,804

Expense Breakdown

Grants Paid $25,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,500

Other Expenses $4,112

TOTAL EXPENSES $29,612

Year-over-Year Comparison

	2022	2021	Change
Revenue	$110,804	$106,875	+0.0%
Expenses	$29,612	$32,637	-0.1%
Net Income	$81,192	$74,238	+0.1%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY REIS	TREASURER THRU 11/6/2022	0.20	Officer	$0	$40,331	$310,108
MOZELLE JACKSON	TREASURER AS OF 11/6/2022	0.20	Officer	$0	$23,290	$255,134
KARI BLUMENTHAL	ASSISTANT TREASURER	0.20	Officer	$0	$24,732	$166,588
ANN GARSON	SECRETARY	0.20	Officer	$0	$37,656	$158,796
ENID ROSENBERG	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
ERIN MCQUADE	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
JUSTIN ROSENBERG	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
DAVID ROSENBERG	TRUSTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
DANIEL ZELMAN	TRUSTEE	0.10	Director	$0	$0	$0
BETH WAIN BRANDON	TRUSTEE	0.10	Director	$0	$0	$0
BETH ROSENBERG	TRUSTEE	0.10	Director	$0	$0	$0
PETER MEISEL	TRUSTEE	0.10	Director	$0	$0	$0
STUART KLINE	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	$110,804	$29,612	$1,192,634	$81,192
2022	$106,875	$32,637	$1,004,713	$74,238
2021	$108,662	$30,099	$1,130,275	$78,563
2020	$106,962	$28,904	$789,495	$78,058
2019	$169,565	$27,078	$732,428	$142,487
2018	$125,205	$112,955	$628,958	$12,250

DAVID & ENID ROSENBERG FAMILY FOUNDATION