The Levy Family Foundation

Nonprofit profile at a glance

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

5 people listed

WILLIAM D SAMERS (TRUSTEE): $425,033 total reported compensation
STANLEY BAUMBLATT (SECRETARY/TREASURER/TRUSTEE): $261,968 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Supports the mission of united jewish appeal-federation of jewish philanthropies of New York, inc., (uja-federation of New York).

Grants are made to uja-federation of New York and other tax exempt organizations in furtherance of uja-federation of New York's charitable purposes.

Revenue model: No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model: Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Consistency checks: 91.7%; rating input score 92; 22nd percentile among comparable filings
Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
Foreign activity oversight: Limited
Grant itemization coverage: 60.2%; rating input score 60; 47th percentile among comparable filings
Major donor itemization: Limited
Related-party transparency: Limited

Independent voting board: 60%; rating input score 60; 21st percentile among comparable filings
Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass

Operating margin: Limited
Total-asset coverage ratio: 22.73; rating input score 81; 81st percentile among comparable filings
Liabilities to assets ratio: 0.02; rating input score 25; 25th percentile among comparable filings
Officer compensation ratio: 264.9%; rating input score 2; 2nd percentile among comparable filings

Program expense growth: 3.8% per year; rating input score 100; 63rd percentile among comparable filings
Revenue growth: -79.8% per year; rating input score 0; 5th percentile among comparable filings
Asset growth: 0.5% per year; rating input score 100; 43rd percentile among comparable filings

Where the money goes: 99.4% of spending went to programs
Governance: 3 of 5 board members independent · 8 of 8 filing controls reported
Programs: 1 filed program accomplishment · $52K in reported program spending
Leadership: top reported pay $425K · 5 people listed · 0 of 6 pay-setting controls reported
Consistency: 14 of 15 current checks pass · 1 finding to review
Schedules: 6 filed schedules · includes grants and executive pay
Filing history: 5 filing years from 2020 to 2024
Contacts: How to reach this organization
Money network: 2 filed money-flow records
Related organizations: 3 filed related-organization links
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Signals prioritize questions for review. They are not findings of misconduct.

High — Transparency & Controls: Pay-setting controls scored 0/100.
High — Growth: Revenue growth scored 0/100.
High — Sustainability: Officer compensation ratio scored 2/100.
Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
High — Sustainability: Liabilities to assets ratio scored 25/100.