Peggy and Edward Robin Family Foundation (EIN 842019312) - 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

2019

Legal Domicile

Principal Officer

DAVID CARROLL

Phone

3237618700

Tax Period

2019-07-03 to 2019-12-31

Peggy and Edward Robin Family Foundation, founded in 2019, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.6M in total revenue in fiscal year 2019. The organization ran a surplus of $5.5M, a strong 100% operating margin.

Mission

THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION SUPPORT ORGANIZATIONS GIVING IS DIRECTED TO THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $5,500,000

Program Service Revenue $0

Investment Income $61,345

Other Revenue $0

TOTAL REVENUE $5,561,345

Expense Breakdown

Grants Paid $12,918

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,918

Other Expenses $7,467

TOTAL EXPENSES $20,385

Year-over-Year Comparison

	2019	2018	Change
Revenue	$5,561,345	N/A	N/A
Expenses	$20,385	N/A	N/A
Net Income	$5,540,960	$0	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

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

$1,024,829

Total Directors

$534,621

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARVIN SCHOTLAND	SECRETARY/DIRECTOR	0.1	Officer Director	$0	$63,619	$534,621
DAVID CARROLL	TREASURER	0.1	Officer	$0	$32,825	$302,356
ELLEN ROSEN	ASSISTANT SECRETARY	0.1	Officer	$0	$14,201	$187,852
EDWARD ROBIN	President/Director	0.1	Officer Director	$0	$0	$0
PEGGY ROBIN	VICE PRESIDENT/DIRECTOR	0.1	Officer Director	$0	$0	$0
LORIN FIFE	DIRECTOR	0.1	Director	$0	$0	$0
HEIDI MONKARSH	DIRECTOR	0.1	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
2019	$5,561,345	$20,385	$5,556,300	$5,540,960

Peggy and Edward Robin Family Foundation