KURTZMAN FAMILY FOUNDATION (EIN 954684563) - 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

1998

Legal Domicile

Phone

3237618700

Tax Period

2023-01-01 to 2023-12-31

KURTZMAN FAMILY FOUNDATION, founded in 1998, is a small nonprofit in the Human Services sector that reported $234K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $202K left a modest 14% surplus.

Mission

GIVING IS DIRECTED TO THE JEWISH COMMUNITY & THE COMMUNITY AT LARGE TO BENEFIT PROGRAMS & INSTITUTIONS WHICH HAVEI AN EMPHASIS ON ARTS & CULTURE, EDUCATION & 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $234,355

Other Revenue $62

TOTAL REVENUE $234,417

Expense Breakdown

Grants Paid $162,790

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,790

Other Expenses $39,125

TOTAL EXPENSES $201,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,417	$278,588	-0.2%
Expenses	$201,915	$228,650	-0.1%
Net Income	$32,502	$49,938	-0.3%

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

$732,145

Total Directors

$173,764

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	VICE PRESIDENT	0.1	Officer Director	$0	$0	$0
N/A	PRESIDENT/DIRECTOR	0.1	Officer Director	$0	$0	$0
N/A	SECRETARY/DIRECTOR	0.1	Officer Director	$0	$24,457	$173,764
N/A	VICE PRESIDENT/DIRECTOR	0.1	Officer Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	ASSISTANT SECRETARY	0.1	Officer	$0	$35,872	$258,997
N/A	TREASURER	0.1	Officer	$0	$32,129	$299,384

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	No data	No data	No data	No data
2023	$234,417	$201,915	$4,039,074	$32,502
2022	$278,588	$228,650	$3,516,686	$49,938
2021	$409,159	$178,285	$4,277,160	$230,874
2020	$106,761	$223,821	$3,706,744	$-117,060
2019	$264,842	$219,007	$3,473,214	$45,835
2018	$281,362	$182,996	$2,964,211	$98,366

KURTZMAN FAMILY FOUNDATION