CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LENA AND BEREL GOLDINGER (EIN 516181551) - 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

1985

Legal Domicile

Principal Officer

SETH KATZEN

Phone

3024272100

Tax Period

2024-01-01 to 2024-12-31

CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LENA AND BEREL GOLDINGER, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $898K in total revenue in fiscal year 2024. Revenue surged 545% from the prior year, signaling strong growth momentum. The organization ran a surplus of $659K, a strong 73% operating margin.

Mission

TO SUPPORT THE JEWISH FEDERATION OF DELAWARE BY DISTRIBUTING INCOME TO ORGANIZATIONS MEETING INTERNAL REVENUE CODE SEC 509(A)(1) OR 509(A)(2) TO CARRY OUT AGRICULTURAL RESEARCH.

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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 $897,697

Other Revenue $0

TOTAL REVENUE $897,697

Expense Breakdown

Grants Paid $216,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,000

Other Expenses $23,088

TOTAL EXPENSES $239,088

Year-over-Year Comparison

	2024	2023	Change
Revenue	$897,697	$139,157	+5.5%
Expenses	$239,088	$236,998	+0.0%
Net Income	$658,609	$-97,841	-7.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$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
2024	$897,697	$239,088	$4,771,268	$658,609
2023	$139,157	$236,998	$4,533,283	$-97,841
2022	$195,370	$254,594	$4,174,916	$-59,224
2021	$483,338	$245,074	$5,310,791	$238,264
2020	$232,422	$217,035	$4,904,983	$15,387
2019	$141,199	$221,804	$4,462,506	$-80,605
2018	$276,179	$242,023	$3,880,358	$34,156

CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LENA AND BEREL GOLDINGER