LURIABUDGOR FAMILY FOUNDATION (EIN 770205301) - 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

1988

Legal Domicile

Principal Officer

KAREN LURIA-BUDGOR

Phone

8059699400

Tax Period

2023-01-01 to 2023-12-31

LURIABUDGOR FAMILY FOUNDATION, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $930K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 40% operating deficit.

Mission

TO MAKE CONTRIBUTIONS TO EXEMPT 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 (2023)

Revenue Breakdown

Contributions & Grants $1,375

Program Service Revenue $0

Investment Income $329,263

Other Revenue $599,687

TOTAL REVENUE $930,325

Expense Breakdown

Grants Paid $1,032,484

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,032,484

Other Expenses $269,229

TOTAL EXPENSES $1,301,713

Year-over-Year Comparison

	2023	2022	Change
Revenue	$930,325	$3,625,685	-0.7%
Expenses	$1,301,713	$909,911	+0.4%
Net Income	$-371,388	$2,715,774	-1.1%

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

N/A

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
KAREN LURIA-BUDGOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRADY BOWMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
LAUREN KATZ	DIRECTOR	0.00	Director	$0	$0	$0
JOAN ROTHENBERG	DIRECTOR	0.00	Director	$0	$0	$0
MAURICE SINGER	DIRECTOR	0.00	Director	$0	$0	$0
DIANE SULLIVAN	DIRECTOR	0.00	Director	$0	$0	$0
MINDY BUDGOR	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
ADAM BUDGOR	CHIEF FINANCIAL OFFICER	0.00	Officer Director	$0	$0	$0
TED FRIEDEL	DIRECTOR	0.00	Director	$0	$0	$0
PAUL GUIDO	DIRECTOR	0.00	Director	$0	$0	$0
SCOTT VINCENT	DIRECTOR	0.00	Director	$0	$0	$0
JEANNE TOWLES	DIRECTOR	0.00	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	No data	No data	No data	No data
2023	$930,325	$1,301,713	$11,818,781	$-371,388
2022	$3,625,685	$909,911	$11,743,051	$2,715,774
2021	$755,127	$741,293	$9,118,796	$13,834
2020	$708,675	$685,189	$9,104,962	$23,486
2019	$820,152	$844,374	$9,081,476	$-24,222
2018	$1,287,192	$805,183	$9,105,698	$482,009

LURIABUDGOR FAMILY FOUNDATION