NORTHAVEN CHARITABLE GIVING FOUNDATION (EIN 260850444) - 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

2007

Legal Domicile

Principal Officer

JERRY BLAIR

Phone

9726451028

Tax Period

2023-08-01 to 2024-07-31

NORTHAVEN CHARITABLE GIVING FOUNDATION, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $804K, a strong 36% operating margin.

Mission

CREATED TO, AND IS OPERATED TO, CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DALLAS JEWISH COMMUNITY FOUNDATION.

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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 $2,175,898

Program Service Revenue $0

Investment Income $36,186

Other Revenue $0

TOTAL REVENUE $2,212,084

Expense Breakdown

Grants Paid $1,378,039

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,378,039

Other Expenses $29,998

TOTAL EXPENSES $1,408,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,212,084	$976,391	+1.3%
Expenses	$1,408,037	$2,006,309	-0.3%
Net Income	$804,047	$-1,029,918	-1.8%

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

$765,655

Total Directors

$765,655

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN HYMAN	PRESIDENT & CEO	1.00	Officer Director	$0	$60,271	$346,276
JERRY BLAIR	SECRETARY	1.00	Officer Director	$0	$38,915	$242,965
CYNTHIA HENDRICKS	TREASURER	1.00	Officer Director	$0	$8,368	$176,414
LISA NEWMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SANDY KAUFMAN	VICE CHAIRPERSON	1.00	Officer Director	$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	$2,212,084	$1,408,037	$836,047	$804,047
2023	$976,391	$2,006,309	$2,000	$-1,029,918
2022	$1,009,895	$882,828	$1,030,918	$127,067
2021	$404,776	$2,224,363	$903,851	$-1,819,587
2020	$484,911	$825,510	$2,722,437	$-340,599
2019	$2,153,150	$284	$2,250,378	$2,152,866
2018	$1,238	$1,238	$100,975	No data

NORTHAVEN CHARITABLE GIVING FOUNDATION