The Alan F and Diane R Levin Family Foundation (EIN 760613294) - 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

1999

Legal Domicile

Principal Officer

Alan F Levin

Phone

3466994523

Tax Period

2023-09-01 to 2024-08-31

The Alan F and Diane R Levin Family Foundation, founded in 1999, is a small nonprofit in the Religion sector that reported $108K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $82K, a strong 76% operating margin.

Mission

To support activities for the benefit of the Jewish Federation and Houston Jewish Community Fdn.

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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 $107,751

Other Revenue $0

TOTAL REVENUE $107,751

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $16,005

TOTAL EXPENSES $26,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,751	$152,155	-0.3%
Expenses	$26,005	$40,738	-0.4%
Net Income	$81,746	$111,417	-0.3%

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

$172,650

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan F Levin	President	1.00	Officer Director	$0	$0	$0
Diane R Levin	Vice President	1.00	Officer Director	$0	$0	$0
Robert Lapin	Trustee	1.00	Director	$0	$0	$0
Irving Pozmantier	Trustee	1.00	Director	$0	$0	$0
Michael Rubenstein	Trustee	1.00	Director	$0	$0	$0
Roberta Herman-Dietrich	Secretary	1.00	Officer	$0	$30,658	$172,650
Benjamin D Rosenberg	Treasurer	1.00	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	$107,751	$26,005	$2,708,699	$81,746
2023	$152,155	$40,738	$2,051,890	$111,417
2022	$147,114	$88,528	$1,753,955	$58,586
2021	$165,395	$70,711	$1,881,363	$94,684
2020	$208,277	$65,071	$1,476,496	$143,206
2019	$146,006	$33,145	$1,323,648	$112,861
2018	$155,139	$105,665	$1,292,041	$49,474

The Alan F and Diane R Levin Family Foundation