WENDY & AVRON FOGELMAN FOUNDATION (EIN 464094683) - 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

2015

Legal Domicile

Principal Officer

LAURA LINDER

Phone

9013740400

Tax Period

2024-07-01 to 2025-06-30

WENDY & AVRON FOGELMAN FOUNDATION, founded in 2015, is a small nonprofit in the Religion sector that reported $228K in total revenue in fiscal year 2024. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $7.7M exceeded revenue, resulting in a 3300% operating deficit.

Mission

THE CORPORATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUCNTION OF, AND TO CARRY OUT THE PURPOSES AND ACTIVITIES OF THE JEWISH FOUNDATION OF MEMPHIS.

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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 $227,838

Other Revenue $0

TOTAL REVENUE $227,838

Expense Breakdown

Grants Paid $7,745,540

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,745,540

Other Expenses $0

TOTAL EXPENSES $7,745,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,838	$6,383,410	-1.0%
Expenses	$7,745,540	$821,432	+8.4%
Net Income	$-7,517,702	$5,561,978	-2.4%

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

$267,143

Total Directors

$267,143

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA LINDER	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$267,143
AVRON FOGELMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
WENDY FOGELMAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
RICHARD FOGELMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK FOGELMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HAL FOGELMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAWSON ARNEY	TREASURER	1.00	Officer Director	$0	$0	$0
PACE COOPER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ANTHONY MORRISON	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
CINDY FINESTONE	SECRETARY	1.00	Officer Director	$0	$0	$0
JASON SALOMON	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES JALENAK	DIRECTOR	1.00	Director	$0	$0	$0
EARL WILLIAMS	DIRECTOR	1.00	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	$227,838	$7,745,540	$13,485,286	$-7,517,702
2024	No data	No data	No data	No data
2023	$2,743,089	$7,591,546	$6,394,260	$-4,848,457
2022	$2,648,183	$1,171,180	$5,368,610	$1,477,003
2021	$1,599,618	$25,000	$4,932,768	$1,574,618
2020	$120,834	$31,275	$2,717,404	$89,559
2020	$120,924	$245,950	$2,717,405	$-125,026
2018	$1,923,119	$1,316,099	$1,836,482	$607,020

WENDY & AVRON FOGELMAN FOUNDATION