Helen and Jack Lubliner Family Foundation Inc (EIN 900427853) - 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

2008

Legal Domicile

Principal Officer

Sandra Weitz

Phone

2018203900

Tax Period

2022-07-01 to 2023-06-30

Helen and Jack Lubliner Family Foundation Inc, founded in 2008, is a micro nonprofit that reported $6K in total revenue in fiscal year 2022. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $81K exceeded revenue, resulting in a 1212% operating deficit.

Mission

THE FOUNDATION SUPPORTS THE JEWISH Federation of Northern NJ and also makes grants to other 501(c)(3) organizations providing humanitarian social service & educational need

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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 $0

Program Service Revenue $0

Investment Income $6,150

Other Revenue $0

TOTAL REVENUE $6,150

Expense Breakdown

Grants Paid $76,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,600

Other Expenses $4,059

TOTAL EXPENSES $80,659

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,150	$36,531	-0.8%
Expenses	$80,659	$85,466	-0.1%
Net Income	$-74,509	$-48,935	+0.5%

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

$168,401

Total Directors

$600,637

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SHAMES	TRUSTEE	1.0	Director	$0	$55,364	$432,236
ROBIN ROCHLIN	SECRETARY AND TREASURER	1.0	Officer Director	$0	$11,500	$168,401
SANDRA WEITZ	PRESIDENT, Trustee	1.0	Officer Director	$0	$0	$0
Anne Lehman	Vice President, TRUSTEE	1.0	Officer Director	$0	$0	$0
Jayne Petak	Trustee	1.0	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
2023	$6,150	$80,659	$406,818	$-74,509
2022	$36,531	$85,466	$442,956	$-48,935
2021	$43,524	$84,390	$603,761	$-40,866
2020	$61,218	$74,623	$531,663	$-13,405
2019	$26,293	$90,204	$620,396	$-63,911
2018	$48,443	$120,087	$698,675	$-71,644

Helen and Jack Lubliner Family Foundation Inc