RUTH & HERMAN WILSTEIN FAMILY FOUN… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

ZOFIA YALOVSKY

Phone

3104769777

Tax Period

2017-12-01 to 2018-11-13

RUTH & HERMAN WILSTEIN FAMILY FOUNDATION, founded in 1988, is a small nonprofit that reported $459K in total revenue in fiscal year 2017. Revenue surged 306% from the prior year, signaling strong growth momentum. Expenses of $906K exceeded revenue, resulting in a 97% operating deficit.

Mission

JEWISH EDUCATION

Program Service Accomplishments

Program 1

Expenses: $897,650

CASH CONTRIBUTIONS FOR THE BENEFIT OF, AND TO SUPPORT, ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE OF 1986 WHICH PROMOTE THE FURTHERANCE AND/OR STUDY OF (I)...

CASH CONTRIBUTIONS FOR THE BENEFIT OF, AND TO SUPPORT, ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE OF 1986 WHICH PROMOTE THE FURTHERANCE AND/OR STUDY OF (I) JEWISH AND GENERAL HUMANITARIAN GOALS AND PRINCIPLES AND (II) OTHER LIBERAL ARTS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $459,009

Other Revenue $10

TOTAL REVENUE $459,019

Expense Breakdown

Grants Paid $897,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $897,650

Other Expenses $8,182

TOTAL EXPENSES $905,832

Year-over-Year Comparison

	2017	2016	Change
Revenue	$459,019	$113,037	+3.1%
Expenses	$905,832	$1,893	+477.5%
Net Income	$-446,813	$111,144	-5.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN BRESLAUER	PRESIDENT	1.00	Officer Director	$0	$0	$0
HAROLD MASOR	DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT WEXLER	SECRETARY & CFO	1.00	Officer Director	$0	$0	$0
ZOFIA YALOVSKY	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL ZIERING	DIRECTOR	1.00	Director	$0	$0	$0
GILDA MARX	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MARX	DIRECTOR	1.00	Director	$0	$0	$0
MITCHEL GUZIK	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
2018	$459,019	$905,832	No data	$-446,813

RUTH & HERMAN WILSTEIN FAMILY FOUNDATION