The Robert & Marilyn Friedson Foundation

Nonprofit profile at a glance

EIN
133801041
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024
Location
New York, NY, USA
Phone
2128361755
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Arts, Culture, and Humanities N.E.C.
Affiliation
Judaism

Reported finances

Revenue
$25,137
Expenses
$28,190
Assets
$192,431
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • BARRY A FRIEDSON (PRESIDENT/TRUSTEE)

People named in this filing

  • BARRY A FRIEDSON (PRESIDENT/TRUSTEE)
  • STANLEY BAUMBLATT (SECRETARY/TREASURER/TRUSTEE)
  • PAUL SIEGEL (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

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

What it reported doing in 2024

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.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 54
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.3%; rating input score 99

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -12.1%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 6.83; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4.1% per year; rating input score 100; 60th percentile among comparable filings
  • Revenue growth: -6.8% per year; rating input score 0; 30th percentile among comparable filings
  • Asset growth: -7% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $28K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • 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.

Key Signals

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

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.