AARON ZACHARY GRUEN ENDOWMENT FUND (EIN 752920381) - 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

2001

Legal Domicile

Principal Officer

STEVEN ROSENBERG

Phone

2142953400

Tax Period

2024-07-01 to 2025-06-30

AARON ZACHARY GRUEN ENDOWMENT FUND, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $91K in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 23% operating margin.

Mission

SUPPORT THE GENERAL OPERATIONS OF AKIBA YAVHEH ACADEMY.

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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 $90,533

Other Revenue $0

TOTAL REVENUE $90,533

Expense Breakdown

Grants Paid $66,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,000

Other Expenses $3,800

TOTAL EXPENSES $69,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,533	$36,048	+1.5%
Expenses	$69,800	$50,420	+0.4%
Net Income	$20,733	$-14,372	-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

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
STEVEN ROSENBERG	PRESIDENT	0.10	Officer Director	$0	$0	$0
DEBORAH GRUEN	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
RICHARD ROHAN	SECRETARY	0.10	Officer Director	$0	$0	$0
PAM FINE	DIRECTOR	0.10	Director	$0	$0	$0
ALYSSA GRUEN SICULAR	DIRECTOR	0.10	Director	$0	$0	$0
MARK KREDITOR	DIRECTOR	0.10	Director	$0	$0	$0
LISA STROBEL	DIRECTOR	0.10	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	$90,533	$69,800	$1,364,593	$20,733
2024	$36,048	$50,420	$1,104,502	$-14,372
2023	$54,720	$44,730	$1,283,706	$9,990
2022	$84,488	$62,065	$1,273,716	$22,423
2021	$348,659	$42,296	$1,251,293	$306,363
2020	$40,575	$44,946	$944,930	$-4,371
2019	$29,878	$42,569	$949,301	$-12,691
2018	$28,010	$41,696	$961,992	$-13,686

AARON ZACHARY GRUEN ENDOWMENT FUND