JOEL H & LORRAINE SHAPIRO FAMILY FOUNDATION (EIN 382870707) - 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

1989

Legal Domicile

Principal Officer

DOROTHY BENYAS

Phone

2486424260

Tax Period

2024-06-01 to 2025-05-31

JOEL H & LORRAINE SHAPIRO FAMILY FOUNDATION, founded in 1989, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $41K in total revenue in fiscal year 2024. Revenue surged 233% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 29% operating margin.

Mission

TO SUPPORT THE JEWISH COMMUNITY AND THE COMMUNITY AS A WHOLE.

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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 $41,334

Other Revenue $0

TOTAL REVENUE $41,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $29,229

TOTAL EXPENSES $29,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,334	$12,426	+2.3%
Expenses	$29,229	$51,615	-0.4%
Net Income	$12,105	$-39,189	-1.3%

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

$306,357

Total Directors

$306,357

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOROTHY BENYAS	TREASURER	0.50	Officer Director	$0	$28,081	$306,357
BONNIE L FOGEL	PRESIDENT	0.50	Officer Director	$0	$0	$0
AARON L SHAPIRO	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
MICHAEL W MADDIN	DIRECTOR	0.50	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	$41,334	$29,229	$589,143	$12,105
2024	$12,426	$51,615	$537,672	$-39,189
2023	$34,601	$24,595	$509,246	$10,006
2022	$39,802	$22,970	$508,815	$16,832
2021	$29,360	$21,764	$533,007	$7,596

JOEL H & LORRAINE SHAPIRO FAMILY FOUNDATION