THE WEINREB-BERENDA-CARTER FOUNDATION INC (EIN 010727527) - 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

2002

Legal Domicile

Phone

7183727333

Tax Period

2024-01-01 to 2024-12-31

THE WEINREB-BERENDA-CARTER FOUNDATION INC, founded in 2002, is a small nonprofit in the Education sector that reported $145K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $132K left a modest 9% surplus.

Mission

SUPPORT FOR OPERATING PUBLIC CHARITIES ENGAGED IN:(A) ADVANCING THE GENERAL WELFARE OF PEOPLE OF THE JEWISH FAITH.(B)MED. RESEARCH & TREATMENT FOR CATASTROPHIC & CHRONIC ILLNESSES. (C) ANIMAL RESCUE, SHELTER & ADOPTION.(D)COMMUNAL SERVICES-FOOD,CLOTHING & SHELTER FOR ALL PEOPLE IN NEED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $27,562

Program Service Revenue $0

Investment Income $117,112

Other Revenue $0

TOTAL REVENUE $144,674

Expense Breakdown

Grants Paid $91,029

Salaries & Benefits $30,000

Fundraising Expenses $2,447

Program Expenses $109,889

Other Expenses $10,694

TOTAL EXPENSES $131,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,674	$123,277	+0.2%
Expenses	$131,723	$129,158	+0.0%
Net Income	$12,951	$-5,881	-3.2%

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

$26,000

Total Directors

$29,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID JACOBSESQ-CPA	SECY-TREAS./DIRECTOR	11.00	Officer Director	$23,000	$0	$23,000
JENNIFER BACHRACH	PRESIDENT/DIRECTOR	2.50	Officer Director	$3,000	$0	$3,000
A LANA KONSTANDAKOPOULOS	DIRECTOR	2.00	Director	$3,000	$0	$3,000

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	$144,674	$131,723	$3,267,984	$12,951
2023	No data	No data	No data	No data
2022	$93,821	$127,140	$2,878,334	$-33,319
2021	$75,317	$122,735	$3,287,375	$-47,418
2020	$107,877	$105,203	$3,113,660	$2,674

THE WEINREB-BERENDA-CARTER FOUNDATION INC