NATHAN AND LILLIAN WEINBERG FAMILY FOUND (EIN 521867912) - 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

1994

Legal Domicile

Principal Officer

MARC B TERRILL

Phone

4107274828

Tax Period

2023-01-01 to 2023-12-31

NATHAN AND LILLIAN WEINBERG FAMILY FOUND, founded in 1994, is a micro nonprofit that reported $28K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $145K exceeded revenue, resulting in a 424% 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 $27,617

Other Revenue $0

TOTAL REVENUE $27,617

Expense Breakdown

Grants Paid $133,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,000

Other Expenses $11,840

TOTAL EXPENSES $144,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,617	$22,577	+0.2%
Expenses	$144,840	$182,444	-0.2%
Net Income	$-117,223	$-159,867	-0.3%

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

$1,147,641

Total Directors

$1,147,641

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
MICHAEL I FRIEDMAN	TREASURER & PUBLIC DIRECTO	0.15	Officer Director	$0	$11,879	$259,711
PAUL WEINBERG	VICE PRESIDENT & DONOR DIR	0.15	Officer Director	$0	$0	$0
JENNA WEINBERG	SECRETARY & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
TYLER WEINBERG	DONOR DIRECTOR	0.15	Director	$0	$0	$0
HARRIET BERG	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	$27,617	$144,840	$1,727,882	$-117,223
2022	$22,577	$182,444	$1,703,343	$-159,867
2021	$83,093	$200,649	$2,247,473	$-117,556
2020	$38,374	$222,406	$2,090,495	$-184,032

NATHAN AND LILLIAN WEINBERG FAMILY FOUND