BUCHOLTZ FAMILY CHARITABLE TRUST

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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

1999

Legal Domicile

Principal Officer

SETH KATZEN

Phone

3024272100

Tax Period

2024-07-01 to 2025-06-30

BUCHOLTZ FAMILY CHARITABLE TRUST, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $58K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29K, a strong 50% operating margin.

Mission

ADMINISTERED AND OPERATED EXCLUSIVELY FOR THE CHARITABLE, SCIENTIFIC, AND LITERARY PURPOSES OF THE JEWISH FEDERATION OF DELAWARE.

Program Service Accomplishments

Program 1

Expenses: $17,112

THE NET INCOME OF THE BUCHOLTZ CHARITABLE TRUST IS TO BE DISTRIBUTED TO SUPPORT THE PROGRAMS OF THE JEWISH FEDERATION OF DELAWARE TO ORGANIZATIONS MEETING IRS CODE SECTION 509(A)(1) OR 509(A)(2). AS...

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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 $1,717

Program Service Revenue $0

Investment Income $56,604

Other Revenue $0

TOTAL REVENUE $58,321

Expense Breakdown

Grants Paid $17,112

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,112

Other Expenses $12,016

TOTAL EXPENSES $29,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,321	$97,963	-0.4%
Expenses	$29,128	$30,799	-0.1%
Net Income	$29,193	$67,164	-0.6%

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

N/A

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
2025	$58,321	$29,128	$667,278	$29,193
2024	$97,963	$30,799	$619,793	$67,164
2023	$23,420	$30,434	$581,993	$-7,014
2022	$38,026	$31,574	$554,854	$6,452
2021	$54,387	$29,748	$686,142	$24,639
2020	$17,918	$27,948	$563,340	$-10,030
2019	$31,989	$27,623	$569,866	$4,366