LIPMAN STEIGER FAMILY FOUNDATION (EIN 880682344) - 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

2021

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

LIPMAN STEIGER FAMILY FOUNDATION, founded in 2021, is a small nonprofit that reported $504K in total revenue in fiscal year 2022. The organization ran a surplus of $503K, a strong 100% operating margin.

Mission

1. FURTHER THE CHARITABLE, EDUC.& 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 $501,610

Program Service Revenue $0

Investment Income $2,095

Other Revenue $0

TOTAL REVENUE $503,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $854

TOTAL EXPENSES $854

Year-over-Year Comparison

	2022	2021	Change
Revenue	$503,705	N/A	N/A
Expenses	$854	N/A	N/A
Net Income	$502,851	$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

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

$1,047,251

Total Directors

$868,989

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIKA B RUDIN-LURIA	TRUSTEE	0.10	Director	$0	$54,292	$553,568
BARRY REIS	TREASURER THRU 7/14/22	0.20	Officer	$0	$40,331	$310,108
MOZELLE JACKSON	TREASURER AS OF 7/14/22	0.20	Officer	$0	$23,290	$255,134
CAROL F WOLF	SECRETARY/TRUSTEE THRU 7/14/2022	0.30	Officer Director	$0	$44,623	$209,065
KARI BLUMENTHAL	ASST. TREASURER	0.20	Officer	$0	$24,732	$166,588
JENNIFER B SCHWARZ	ASST. SECRETARY/TRUSTEE THRU 7/14/22	0.30	Officer Director	$0	$5,402	$106,356
KAREN L STEIGER	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
DANIEL N STEIGER	TRUSTEE/V.P.	0.30	Officer Director	$0	$0	$0
SHARON ROSENBAUM	TRUSTEE AS OF 7/14/2022	0.10	Director	$0	$0	$0
JAMES A RATNER	TRUSTEE AS OF 7/14/2022	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
2024	No data	No data	No data	No data
2023	$503,705	$854	$501,148	$502,851

LIPMAN STEIGER FAMILY FOUNDATION