NATE & ANN LEVINE FAMILY FOUNDATION (EIN 752510543) - 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

1993

Legal Domicile

Principal Officer

JERRY BLAIR

Phone

9726451028

Tax Period

2023-08-01 to 2024-07-26

NATE & ANN LEVINE FAMILY FOUNDATION, founded in 1993, is a small nonprofit that reported $104K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $3.8M exceeded revenue, resulting in a 3527% operating deficit.

Mission

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 $104,245

Other Revenue $0

TOTAL REVENUE $104,245

Expense Breakdown

Grants Paid $3,771,710

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,771,710

Other Expenses $8,759

TOTAL EXPENSES $3,780,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,245	$228,536	-0.5%
Expenses	$3,780,469	$332,316	+10.4%
Net Income	$-3,676,224	$-103,780	+34.4%

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

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

$419,379

Total Directors

$962,298

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONA ALLEN	AT LARGE	1.00	Director	$0	$23,260	$196,643
JERRY BLAIR	SECRETARY	1.00	Officer Director	$0	$38,915	$242,965
CYNTHIA HENDRICKS	TREASURER	1.00	Officer Director	$0	$8,368	$176,414
NATE LEVINE	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN LEVINE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MEGAN HYMAN	AT LARGE	1.00	Director	$0	$60,271	$346,276

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	$104,245	$3,780,469	No data	$-3,676,224
2023	$228,536	$332,316	$3,677,642	$-103,780
2022	$144,937	$15,898	$3,804,791	$129,039
2021	$178,387	$373,398	$4,283,132	$-195,011
2020	$178,176	$177,235	$4,516,754	$941
2019	$74,154	$373,669	$4,316,619	$-299,515
2018	$246,454	$355,146	$4,144,073	$-108,692

NATE & ANN LEVINE FAMILY FOUNDATION