THE SCHULTZ FAMILY FOUNDATION (EIN 752188255) - 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

1987

Legal Domicile

Principal Officer

JERRY BLAIR

Phone

9726451028

Tax Period

2023-08-01 to 2024-07-26

Mission

CREATED TO, AND IS OPERATED TO, CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DALLAS JEWISH COMMUNITY FOUNDATION.

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $217

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217

Other Expenses $348

TOTAL EXPENSES $565

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$-17,654	-1.0%
Expenses	$565	$8,021	-0.9%
Net Income	N/A	$-25,675	N/A

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

$765,655

Total Directors

$962,298

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAYNIE SCHULTZ-ROMANER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW H SCHULTZ	VICE PRES	1.00	Officer Director	$0	$0	$0
DANIEL ALAN SCHULTZ	VICE PRES	1.00	Officer Director	$0	$0	$0
JERRY BLAIR	SECRETARY	1.00	Officer Director	$0	$38,915	$242,965
CYNTHIA HENDRICKS	TREASURER	1.00	Officer Director	$0	$8,368	$176,414
MEGAN HYMAN	TREASURER	1.00	Officer Director	$0	$60,271	$346,276
MONA ALLEN	AT LARGE	1.00	Director	$0	$23,260	$196,643

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	$565	No data	No data
2023	$-17,654	$8,021	$2,088	$-25,675
2022	$87,175	$117,591	$26,524	$-30,416
2021	$201,482	$271,392	$56,820	$-69,910
2020	$437,974	$322,878	$127,836	$115,096
2019	$389,959	$439,372	$12,488	$-49,413
2018	$399,205	$371,424	$61,036	$27,781

THE SCHULTZ FAMILY FOUNDATION