SIEBERT FAMILY FOUNDATION (EIN 600000068) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

STEVE E THORNE

Phone

6154630650

Tax Period

2024-01-01 to 2024-12-31

SIEBERT FAMILY FOUNDATION, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $9K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $540K exceeded revenue, resulting in a 5697% operating deficit.

Mission

SUPPORTING QUALIFIED 501(C)(3) ORGANIZATIONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $215

Program Service Revenue $0

Investment Income $9,107

Other Revenue $0

TOTAL REVENUE $9,322

Expense Breakdown

Grants Paid $540,033

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $540,371

Other Expenses $338

TOTAL EXPENSES $540,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,322	$15,218	-0.4%
Expenses	$540,371	$36,004	+14.0%
Net Income	$-531,049	$-20,786	+24.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
HAROLD LEE SIEBERT	TRUSTEE, PRESIDENT	Officer Director	$0	$0	$0
SANDRA LOUISE SIEBERT	TRUSTEE, SECRETARY	Officer Director	$0	$0	$0
JOHN W LAWLESS	TRUSTEE	Director	$0	$0	$0
SANDI GRIFFITH	TRUSTEE	Director	$0	$0	$0
BARBARA LAWLESS	TRUSTEE	Director	$0	$0	$0
STEVE THORNE	TREASURER	Officer	$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	$9,322	$540,371	No data	$-531,049
2023	$15,218	$36,004	$530,264	$-20,786
2022	$16,249	$33,864	$552,049	$-17,615
2021	$26,086	$33,904	$569,664	$-7,818
2020	$7,956	$28,635	$595,000	$-20,679

SIEBERT FAMILY FOUNDATION