LOWENSTEIN FAMILY SUPPORTING FOUNDATION (EIN 431660127) - 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

1993

Legal Domicile

Principal Officer

JOSHUA STEIN

Phone

9133278245

Tax Period

2023-01-01 to 2023-12-31

LOWENSTEIN FAMILY SUPPORTING FOUNDATION, founded in 1993, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $26K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $420K exceeded revenue, resulting in a 1512% operating deficit.

Mission

TO SUPPORT OTHER CHARITABLE ORGANIZATIONS, SPECIFICALLY THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $200,000

Program Service Revenue $0

Investment Income $-173,925

Other Revenue $0

TOTAL REVENUE $26,075

Expense Breakdown

Grants Paid $393,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $393,800

Other Expenses $26,489

TOTAL EXPENSES $420,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,075	$198,395	-0.9%
Expenses	$420,289	$342,813	+0.2%
Net Income	$-394,214	$-144,418	+1.7%

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

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

$129,672

Total Directors

$129,672

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE SOSLAND-EDELMAN	TRUSTEE	1.00	Director	$0	$0	$0
LON J LOWENSTEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM B LOWENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
STANFORD A ZELDIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC MORGENSTERN	TRUSTEE	1.00	Director	$0	$0	$0
DIANE AZORSKY	TREASURER	1.00	Director	$0	$0	$0
BABS LOWENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
ALAN EDELMAN	TRUSTEE	1.00	Director	$0	$0	$0
SUZY LOWENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
JOSH STEIN	DIRECTOR OF PHILANTHROPY	1.00	Officer Director	$0	$13,829	$129,672
LAUREN MATTLEMAN HOOPES	EXECUTIVE DIRECTOR	1.00	Highest	$0	$36,272	$271,905
KEVIN TAYLOR	CFO	1.00	Highest	$0	$20,580	$153,577

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
2024	No data	No data	No data	No data
2023	$26,075	$420,289	$2,831,248	$-394,214
2022	$198,395	$342,813	$2,648,440	$-144,418
2021	$264,608	$349,400	$3,162,752	$-84,792
2020	$54,012	$341,025	$2,864,184	$-287,013
2019	$460,712	$298,978	$2,576,000	$161,734
2018	$290,763	$296,291	$2,244,524	$-5,528

LOWENSTEIN FAMILY SUPPORTING FOUNDATION