RICHARD & ROBERTA MARANTZ FAMILY FOUNDATION (EIN 954088934) - 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

1986

Legal Domicile

Principal Officer

RICHARD MARANTZ

Phone

3237618700

Tax Period

2019-01-01 to 2019-12-31

RICHARD & ROBERTA MARANTZ FAMILY FOUNDATION, founded in 1986, is a micro nonprofit that reported $13K in total revenue in fiscal year 2019. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $19K exceeded revenue, resulting in a 44% operating deficit.

Mission

THE FOUNDATION'S GIVING IS DIRECTED TO THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE TO BENEFIT PROGRAMS AND INSTITUTIONS WHICH HAVE AN EMPHASIS ON SOCIAL SERVICES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $13,357

Other Revenue $10

TOTAL REVENUE $13,367

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,000

Other Expenses $5,200

TOTAL EXPENSES $19,200

Year-over-Year Comparison

	2019	2018	Change
Revenue	$13,367	$19,296	-0.3%
Expenses	$19,200	$20,630	-0.1%
Net Income	$-5,833	$-1,334	+3.4%

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

$1,024,829

Total Directors

$534,621

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARVIN SCHOTLAND	SECRETARY/DIRECTOR	0.1	Officer Director	$0	$63,619	$534,621
DAVID CARROLL	TREASURER	0.1	Officer	$0	$32,825	$302,356
ELLEN ROSEN	ASSISTANT SECRETARY	0.1	Officer	$0	$14,201	$187,852
RICHARD MARANTZ	PRESIDENT/DIRECTOR	0.1	Officer Director	$0	$0	$0
ROBERTA MARANTZ	VICE PRESIDENT/DIRECTOR	0.1	Officer Director	$0	$0	$0
MARTIN KOZBERG	DIRECTOR	0.1	Director	$0	$0	$0
MARK LAINER	DIRECTOR	0.1	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
2019	$13,367	$19,200	$668,440	$-5,833
2018	$19,296	$20,630	$588,983	$-1,334

RICHARD & ROBERTA MARANTZ FAMILY FOUNDATION