JULES AND DORIS STEIN UCLA SUPPORT GROUP (EIN 953976190) - 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

1985

Legal Domicile

Principal Officer

BARTLY MONDINO MD

Phone

3102759389

Tax Period

2024-01-01 to 2024-12-31

JULES AND DORIS STEIN UCLA SUPPORT GROUP, founded in 1985, is a small nonprofit in the Diseases & Disorders sector that reported $106K in total revenue in fiscal year 2024. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $146K exceeded revenue, resulting in a 38% operating deficit.

Mission

PROVIDE FUNDS FOR MEDICAL EQUIPMENT, RESEARCH, PROGRAM SERVICES AND COMMUNITY OUTREACH, OPERATIONS AND BUILDING MAINTENANCE FOR THE JULES STEIN EYE INSTITUTE TO PRESERVE SIGHT AND PREVENT BLINDNESS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $106,073

Other Revenue $0

TOTAL REVENUE $106,073

Expense Breakdown

Grants Paid $669

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,081

Other Expenses $145,308

TOTAL EXPENSES $145,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,073	$953,172	-0.9%
Expenses	$145,977	$56,673	+1.6%
Net Income	$-39,904	$896,499	-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

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

$1,405,376

Total Directors

$1,405,376

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARTLY MONDINO MD	PRESIDENT	2.00	Officer Director	$0	$0	$653,922
ANNE L COLEMAN MD PHD	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$0	$751,454
NORMAN ABRAMS ESQ	TRUSTEE/TREASURER	1.00	Officer Director	$0	$0	$0
RONALD L OLSON ESQ	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES T FOSCUE	TRUSTEE	1.00	Director	$0	$0	$0
KATRINA VANDEN HEUVEL	TRUSTEE	1.00	Director	$0	$0	$0
CASEY WASSERMAN	TRUSTEE	1.00	Director	$0	$0	$0
BART H WILLIAMS ESQ	TRUSTEE	1.00	Director	$0	$0	$0
MARISSA GOLDBERG	TRUSTEE	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
2024	$106,073	$145,977	$2,555,252	$-39,904
2023	$953,172	$56,673	$2,582,798	$896,499
2022	$29,004	$13,006	$1,665,715	$15,998
2021	$15,585	$13,667	$1,762,796	$1,918
2020	$29,782	$18,721	$1,787,664	$11,061
2019	$52,125	$107,628	$1,738,454	$-55,503
2018	$52,296	$38,521	$1,708,125	$13,775

JULES AND DORIS STEIN UCLA SUPPORT GROUP