DAN AND ELLEN ZELMAN FAMILY FOUNDATION

EIN: 383876650 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$971,494
Total Expenses
$740,876
Total Assets
$7,725,157
Net Assets
$6,883,657
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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
2012
Legal Domicile
OH
Principal Officer
KARI BLUMENTHAL
Phone
2165932900
Tax Period
2024-07-01 to 2025-06-30

DAN AND ELLEN ZELMAN FAMILY FOUNDATION, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $971K in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 24% 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $897,780
Program Service Revenue $0
Investment Income $73,714
Other Revenue $0
TOTAL REVENUE $971,494

Expense Breakdown

Grants Paid $715,750
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $715,750
Other Expenses $25,126
TOTAL EXPENSES $740,876

Year-over-Year Comparison

2024 2023 Change
Revenue $971,494 $509,301 +0.9%
Expenses $740,876 $1,839,764 -0.6%
Net Income $230,618 $-1,330,463 -1.2%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
6

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
7
$661,376
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL ZELMAN TRUSTEE/PRESIDENT 0.30
Officer Director
$0 $0 $0
KARA ROSEN TRUSTEE/VICE PRESIDENT 0.30
Officer Director
$0 $0 $0
MICHELLE HIRSCH TRUSTEE 0.10
Director
$0 $0 $0
ANDREW HOFFMANN TRUSTEE 0.10
Director
$0 $0 $0
GREGORY MARCUS TRUSTEE 0.10
Director
$0 $0 $0
MOZELLE JACKSON TREASURER 0.20
Officer
$0 $52,296 $340,473
KARI BLUMENTHAL ASSISTANT TREASURER 0.20
Officer
$0 $28,885 $183,816
ANN GARSON SECRETARY UNTIL 11/21/2024 0.20
Officer
$0 $14,421 $55,395
TAL ROTHSTEIN SECRETARY AS OF 11/21/2024 0.20
Officer
$0 $9,106 $81,692
ELLEN ZELMAN VICE PRESIDENT 0.20
Officer
$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 $971,494 $740,876 $7,725,157 $230,618
2024 $509,301 $1,839,764 $6,986,698 $-1,330,463
2023 $491,873 $741,312 $6,850,370 $-249,439
2022 $647,580 $944,996 $6,645,546 $-297,416
2021 $581,166 $732,373 $8,097,486 $-151,207
2020 $472,429 $782,719 $6,338,406 $-310,290
2019 $1,566,253 $755,132 $6,743,450 $811,121
2018 $473,587 $548,417 $5,875,467 $-74,830
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