HARRY WEINBERG FAMILY FOUNDATION INC (EIN 521541188) - 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

1987

Legal Domicile

Principal Officer

MARC B TERRILL

Phone

4107274828

Tax Period

2023-01-01 to 2023-12-31

HARRY WEINBERG FAMILY FOUNDATION INC, founded in 1987, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $612K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.6M exceeded revenue, resulting in a 155% operating deficit.

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE ASSOCIATED.

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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 $0

Program Service Revenue $0

Investment Income $612,262

Other Revenue $0

TOTAL REVENUE $612,262

Expense Breakdown

Grants Paid $1,476,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,476,700

Other Expenses $82,868

TOTAL EXPENSES $1,559,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$612,262	$475,860	+0.3%
Expenses	$1,559,568	$2,565,633	-0.4%
Net Income	$-947,306	$-2,089,773	-0.5%

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

$1,008,651

Total Directors

$887,930

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC B TERRILL	PRESIDENT & PUBLIC DIRECTO	0.15	Officer Director	$0	$44,135	$887,930
LAUREN KLEIN	ASSISTANT SECRETARY	0.15	Officer	$0	$5,326	$120,721
SANDRA G MOFFET	VICE PRESIDENT & DONOR DIR	0.15	Officer Director	$0	$0	$0
AMY WEINBERG GUR	SECRETARY & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
ALVIN D KATZ	TREASURER & PUBLIC DIRECTO	0.15	Officer Director	$0	$0	$0
GLENN L WEINBERG	DONOR DIRECTOR	0.15	Director	$0	$0	$0
EVAN WEINBERG	DONOR DIRECTOR	0.15	Director	$0	$0	$0
STANLEY FINE	DONOR DIRECTOR	0.15	Director	$0	$0	$0
DEBRA S WEINBERG	DONOR DIRECTOR	0.15	Director	$0	$0	$0
JEFFREY GRANT	DONOR DIRECTOR	0.15	Director	$0	$0	$0
ROBERT FINE	DONOR DIRECTOR	0.15	Director	$0	$0	$0
GENINE M FIDLER	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
BETH GOLDSMITH	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
BENJAMIN K GREENWALD	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
LINDA HURWITZ	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
MARK NEUMANN	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
PHILIP E SACHS	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
BRUCE SHOLK	PUBLIC DIRECTOR	0.15	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
2024	No data	No data	No data	No data
2023	$612,262	$1,559,568	$39,416,360	$-947,306
2022	$475,860	$2,565,633	$37,111,973	$-2,089,773
2021	$1,657,576	$1,959,452	$47,202,847	$-301,876
2020	$744,948	$1,952,389	$41,990,125	$-1,207,441

HARRY WEINBERG FAMILY FOUNDATION INC