BURTON WEIL FAMILY FOUNDATION (EIN 882052017) - 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

2022

Legal Domicile

Principal Officer

LAURA LINDER

Phone

9013740400

Tax Period

2023-07-01 to 2024-06-30

BURTON WEIL FAMILY FOUNDATION, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 93% from the prior year — a significant decline worth monitoring. Net assets of $17.5M represent 150 months of operating reserves.

Mission

THE CORPORATION IS ORGANIZED TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, AND TO CARRY OUT THE PURPOSES AND ACTIVITIES OF THE JEWISH FOUNDATION OF MEMPHIS.

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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 $1,200,000

Program Service Revenue $0

Investment Income $203,798

Other Revenue $0

TOTAL REVENUE $1,403,798

Expense Breakdown

Grants Paid $1,288,153

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,385,057

Other Expenses $97,104

TOTAL EXPENSES $1,385,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,403,798	$18,998,202	-0.9%
Expenses	$1,385,257	$55,023	+24.2%
Net Income	$18,541	$18,943,179	-1.0%

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

$250,775

Total Directors

$250,775

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA LINDER	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$250,775
JASON SALOMON	JFOM CHAIR	1.00	Officer Director	$0	$0	$0
LAWSON ARNEY	JFOM APPOINTEE	1.00	Director	$0	$0	$0
PACE COOPER	JFOM APPOINTEE	1.00	Director	$0	$0	$0
BURTON WEIL	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY WEIL	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN WEIL	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$1,403,798	$1,385,257	$18,539,159	$18,541
2023	$18,998,202	$55,023	$15,550,495	$18,943,179

BURTON WEIL FAMILY FOUNDATION