SHIRLEY AND LEONARD GOLDSTEIN SUPPORTING FOUNDATION (EIN 651166844) - 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

2003

Legal Domicile

Principal Officer

Donald Goldstein

Phone

4023346466

Tax Period

2023-01-01 to 2023-12-31

SHIRLEY AND LEONARD GOLDSTEIN SUPPORTING FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $375K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 16% operating margin.

Mission

Supports programs of the Jewish Federation of Omaha, Inc. and other organizations operated exclusively for charitable, educational, religious or scientific purposes as described in IRC Section 501(c)(3).

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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 $375,244

Other Revenue $0

TOTAL REVENUE $375,244

Expense Breakdown

Grants Paid $276,805

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $276,805

Other Expenses $38,335

TOTAL EXPENSES $315,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$375,244	$285,385	+0.3%
Expenses	$315,140	$328,054	0.0%
Net Income	$60,104	$-42,669	-2.4%

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
Donald Goldstein	President	1	Officer Director	$0	$0	$0
Kathy Goldstein	Secretary	0.1	Officer Director	$0	$0	$0
Gail Raznick	Treasurer	0.1	Officer Director	$0	$0	$0
Justin Spooner	Director	0.1	Director	$0	$0	$0
Ari Kohen	Director	0.1	Director	$0	$0	$0
Caryn Scheer	Director	0.1	Director	$0	$0	$0
Mike Siegel	Director	0.1	Director	$0	$0	$0
Nancy Wolf	Director	0.1	Director	$0	$0	$0
Emily Raznick	Director	0.1	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	No data	No data	No data	No data
2023	$375,244	$315,140	$7,164,446	$60,104
2022	$285,385	$328,054	$6,622,290	$-42,669
2021	$868,643	$210,146	$7,995,132	$658,497
2020	$779,120	$203,491	$7,336,635	$575,629

SHIRLEY AND LEONARD GOLDSTEIN SUPPORTING FOUNDATION