Stempler Family Foundation CARE OF Kozusko Harris Duncan (EIN 522322578) - 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

2000

Legal Domicile

Principal Officer

George Harris

Phone

2024577200

Tax Period

2024-07-01 to 2025-06-30

Stempler Family Foundation CARE OF Kozusko Harris Duncan, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $63K in total revenue in fiscal year 2024. The organization ran a surplus of $40K, a strong 64% operating margin.

Mission

THE CORPORATION IS ORGANIZED TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES AND TO SUPPORT THE ACTIVITIES OF THE ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH.

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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 $62,681

Other Revenue $0

TOTAL REVENUE $62,681

Expense Breakdown

Grants Paid $9,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,900

Other Expenses $12,543

TOTAL EXPENSES $22,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,681	$58,252	+0.1%
Expenses	$22,443	$259,778	-0.9%
Net Income	$40,238	$-201,526	-1.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Deana Stempler	President	Officer Director	$0	$0	$0
Kenneth Jacobson	Director	Director	$0	$0	$0
Kenneth Sheinberg	Director	Director	$0	$0	$0
Howard E Stempler	Secy/Treas	Officer Director	$0	$0	$0
Jonathan Greenblatt	Director	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
2025	$62,681	$22,443	$688,502	$40,238
2024	$58,252	$259,778	$648,264	$-201,526
2023	$57,046	$148,258	$849,790	$-91,212
2022	$-94,446	$35,020	$941,002	$-129,466
2021	$185,327	$40,290	$1,070,468	$145,037
2020	$49,791	$143,062	$925,431	$-93,271
2019	$45,953	$39,683	$1,018,703	$6,270

Stempler Family Foundation CARE OF Kozusko Harris Duncan