JOSEPH & SARAH WEINBERG FOUNDATION INC (EIN 521757397) - 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

1992

Legal Domicile

Principal Officer

W JAMES SCHILLER

Phone

4105176700

Tax Period

2023-01-01 to 2023-12-31

JOSEPH & SARAH WEINBERG FOUNDATION INC, founded in 1992, is a micro nonprofit in the Religion sector that reported $65K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $92K exceeded revenue, resulting in a 42% operating deficit.

Mission

PROMOTION OF ZIONISM AND JEWISH EDUCATION

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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 $65,012

Other Revenue $0

TOTAL REVENUE $65,012

Expense Breakdown

Grants Paid $74,245

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,245

Other Expenses $18,113

TOTAL EXPENSES $92,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,012	$105,547	-0.4%
Expenses	$92,358	$151,628	-0.4%
Net Income	$-27,346	$-46,081	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH WEINBERG	PRESIDENT	0.00	Officer Director	$0	$0	$0
STANLEY FINE	VICE-PRESIDENT	0.00	Officer Director	$0	$0	$0
RONALD WEITZMAN	SECRETARY	0.00	Officer Director	$0	$0	$0
W JAMES SCHILLER	TREASURER	0.10	Officer Director	$0	$0	$0
ROBERT LOWY	DIRECTOR	0.00	Director	$0	$0	$0
JAY WEINBERG	DIRECTOR	0.00	Director	$0	$0	$0
STEVE WEINBERG	DIRECTOR	0.00	Director	$0	$0	$0
BRUCE KAUFFMAN	DIRECTOR	0.00	Director	$0	$0	$0
BRIAN SACKS	DIRECTOR	0.00	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
2024	No data	No data	No data	No data
2023	$65,012	$92,358	$2,535,876	$-27,346
2022	$105,547	$151,628	$2,238,846	$-46,081
2021	$134,035	$258,939	$2,990,552	$-124,904
2020	$115,574	$213,616	$2,860,560	$-98,042
2019	$218,617	$115,718	$2,567,957	$102,899
2018	$232,200	$157,785	$2,240,595	$74,415

JOSEPH & SARAH WEINBERG FOUNDATION INC