COOPERMAN FAMILY FUND FOR A JEWISH… - 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

2001

Legal Domicile

Principal Officer

TOBY COOPERMAN

Phone

9739293094

Tax Period

2022-07-01 to 2023-06-30

COOPERMAN FAMILY FUND FOR A JEWISH FUTURE, founded in 2001, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2022. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $762K, a strong 46% operating margin.

Mission

THE ORGANIZATION IS A SUPPORTING FOUNDATION WHICH SUPPORTS PROGRAMS AND INITIATIVES FOCUSING ON JEWISH EDUCATION AND IDENTITY-BUILDING PROGRAMS IN THE JEWISH COMMUNITY IN METROWEST, NJ (ESSEX AND MORRIS COUNTIES) TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ, INC.

Program Service Accomplishments

Program 1

Expenses: $880,000

The Organization is a supporting foundation which makes grants to carry out the purposes of the Jewish Community Foundation of Greater Metrowest NJ, Inc.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,075,000

Program Service Revenue $0

Investment Income $571,638

Other Revenue $0

TOTAL REVENUE $1,646,638

Expense Breakdown

Grants Paid $880,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $880,000

Other Expenses $5,087

TOTAL EXPENSES $885,087

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,646,638	$632,314	+1.6%
Expenses	$885,087	$890,976	0.0%
Net Income	$761,551	$-258,662	-3.9%

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

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

$727,331

Total Directors

$451,743

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dov Ben-Shimon	ASSISTANT TREASURER/TRUSTEE	1.0	Officer Director	$0	$49,655	$451,743
HOWARD J RABNER	Treasurer/Secretary	1.0	Officer	$0	$34,638	$275,588
TOBY COOPERMAN	PRESIDENT/TRUSTEE	1.0	Officer Director	$0	$0	$0
JODI COOPERMAN	VICE PRESIDENT/Trustee	1.0	Officer Director	$0	$0	$0
LISA LISSER	TRUSTEE	1.0	Director	$0	$0	$0
Rhonda Nissan	Trustee	1.0	Director	$0	$0	$0
COURTNEY COOPERMAN	ADVISORY	1.0	Officer	$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
2024	No data	No data	No data	No data
2023	$1,646,638	$885,087	$5,394,214	$761,551
2022	$632,314	$890,976	$4,902,111	$-258,662
2021	$397,278	$336,584	$5,910,338	$60,694
2020	$464,833	$53,585	$4,135,393	$411,248
2019	$537,151	$333,714	$5,823,608	$203,437
2018	$490,244	$182,772	$5,953,922	$307,472

COOPERMAN FAMILY FUND FOR A JEWISH FUTURE