BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC (EIN 542079811) - 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

2002

Legal Domicile

Principal Officer

DR BRUCE W MOSKOWITZ M

Phone

5616555855

Tax Period

2024-04-01 to 2025-03-31

BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $523K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $191K, a strong 36% operating margin.

Mission

THE FOUNDATION PROVIDES GRANTS TO QUALIFIED ORGANIZATIONS THAT IMPROVE PATIENT SAFETY AND THE QUALITY OF HEALTHCARE. IT DOES NOT PARTICIPATE IN ANY DIRECT CHARITABLE ACTIVITIES.

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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 $251,000

Program Service Revenue $0

Investment Income $271,750

Other Revenue $0

TOTAL REVENUE $522,750

Expense Breakdown

Grants Paid $325,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $325,000

Other Expenses $7,218

TOTAL EXPENSES $332,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$522,750	$479,953	+0.1%
Expenses	$332,218	$284,675	+0.2%
Net Income	$190,532	$195,278	0.0%

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

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
DR BRUCE W MOSKOWITZ	PRESIDENT/TREASURER	5.00	Officer Director	$0	$0	$0
MARSHA MOSKOWITZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SIDNEY KOHL	SECRETARY	1.00	Officer 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	$522,750	$332,218	$6,013,246	$190,532
2024	$479,953	$284,675	$5,586,948	$195,278
2023	$312,403	$503,726	$4,756,405	$-191,323
2022	$516,127	$208,011	$5,256,886	$308,116
2021	$394,321	$329,912	$4,599,537	$64,409
2020	$309,102	$273,178	$3,788,865	$35,924
2019	$309,885	$316,742	$3,842,535	$-6,857
2018	$482,473	$234,000	$3,715,141	$248,473

BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC