THE ISRAEL & SYLVIA GOLDBERG FAMILY FOUNDATION (EIN 631268283) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

MAX GOLDBERG

Phone

2514385591

Tax Period

2024-10-01 to 2025-09-30

THE ISRAEL & SYLVIA GOLDBERG FAMILY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $74K in total revenue in fiscal year 2017. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $85K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE GOLDBERG FOUNDATION'S PURPOSE IS THE PROMOTION OF CULTURAL, SOCIAL AND EDUCATIONAL AWARENESS AND ENRICHMENT IN THE COMMUNITY THROUGH GRANTS TO CHARITABLE ORGANIZATIONS LOCATED IN THE AREA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $80,800

Other Revenue $0

TOTAL REVENUE $80,800

Expense Breakdown

Grants Paid $107,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,350

Other Expenses $23,641

TOTAL EXPENSES $130,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,800	$434,176	-0.8%
Expenses	$130,991	$125,549	+0.0%
Net Income	$-50,191	$308,627	-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

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

$161,800

Total Directors

$161,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA BYRNE	SECRETARY	N/A	Officer Director	$0	$9,300	$161,800
JOHN BEDSOLE	TREASURER	N/A	Officer Director	$0	$0	$0
AUDREY GOLDBERG	DIRECTOR	N/A	Director	$0	$0	$0
MAX GOLDBERG	PRESIDENT/CH	N/A	Officer Director	$0	$0	$0
JAMEY SANDIFER	DIRECTOR	N/A	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	$80,800	$130,991	$2,160,516	$-50,191
2024	$434,176	$125,549	$2,059,439	$308,627
2023	$69,331	$120,260	$1,823,995	$-50,929
2022	$78,065	$117,613	$1,717,585	$-39,548
2021	$116,706	$101,153	$2,129,783	$15,553
2020	$262,125	$106,110	$1,880,963	$156,015
2019	$130,157	$97,517	$1,824,615	$32,640
2018	$74,406	$85,400	$1,856,467	$-10,994

THE ISRAEL & SYLVIA GOLDBERG FAMILY FOUNDATION