ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND (EIN 720961469) - 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

1982

Legal Domicile

Principal Officer

R JUSTIN GARON

Phone

5045244559

Tax Period

2024-01-01 to 2024-12-31

ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND, founded in 1982, is a micro nonprofit that reported $56K in total revenue in fiscal year 2024. Revenue surged 254% from the prior year, signaling strong growth momentum. Net assets of $732K represent 156 months of operating reserves.

Mission

SUPPORT OF VARIOUS CHARITABLE ORGANIZATIONS.

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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 $56,299

Other Revenue $0

TOTAL REVENUE $56,299

Expense Breakdown

Grants Paid $33,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,800

Other Expenses $25,233

TOTAL EXPENSES $59,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,299	$15,913	+2.5%
Expenses	$59,033	$53,968	+0.1%
Net Income	$-2,734	$-38,055	-0.9%

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

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
PATTI LENGSFIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
SAUNDRA K LEVY	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN L HASPEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID HASPEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HASPEL	DIRECTOR	1.00	Director	$0	$0	$0
JACK BENJAMIN JR	DIRECTOR	1.00	Director	$0	$0	$0
MIMI SCHLESINGER	DIRECTOR	1.00	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
2024	$56,299	$59,033	$747,418	$-2,734
2023	$15,913	$53,968	$655,800	$-38,055
2022	$35,656	$55,409	$591,044	$-19,753
2021	$69,982	$44,166	$724,310	$25,816
2020	$57,453	$255,653	$619,527	$-198,200
2019	$46,736	$96,460	$863,119	$-49,724
2018	$52,821	$105,953	$785,955	$-53,132

ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND