IRVING B FINE FAMILY FOUNDATION

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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

2021

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

IRVING B FINE FAMILY FOUNDATION, founded in 2021, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $20K in total revenue in fiscal year 2022. Expenses of $291K exceeded revenue, resulting in a 1330% operating deficit.

Mission

FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")

Program Service Accomplishments

Program 1

Expenses: $255,000

GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")

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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 (2022)

Revenue Breakdown

Contributions & Grants $139

Program Service Revenue $0

Investment Income $20,205

Other Revenue $0

TOTAL REVENUE $20,344

Expense Breakdown

Grants Paid $255,000

Salaries & Benefits $0

Fundraising Expenses $24,915

Program Expenses $255,000

Other Expenses $35,893

TOTAL EXPENSES $290,893

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,344	N/A	N/A
Expenses	$290,893	$1,319	+219.5%
Net Income	$-270,549	$-1,319	+204.1%

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

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

$1,117,064

Total Directors

$950,476

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY REIS	TRUSTEE & TREASURER THRU 5/4/2023	0.30	Officer Director	$0	$40,331	$310,108
RACHEL LAPPEN	TRUSTEE/SECRETARY	0.30	Officer Director	$0	$11,388	$226,438
ANN GARSON	TRUSTEE/ASST SECRET.	0.30	Officer Director	$0	$37,656	$158,796
AMY NADLER	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
RANDY FINE	TRUSTEE/VP	0.30	Officer Director	$0	$0	$0
MOZELLE JACKSON	TRUSTEE & TREASURER AS OF 5/4/2023	0.30	Officer Director	$0	$23,290	$255,134
KARI BLUMENTHAL	ASST TREASURER	0.20	Officer	$0	$24,732	$166,588
LARRIE NADLER	VICE PRESIDENT	0.20	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$20,344	$290,893	$4,271,075	$-270,549
2022	No data	$1,319	$5,600,000	No data
2021	$5,600,000	$2,194	$5,600,000	$5,597,806