J DAVID & REBECCA HELLER FAMILY FOUNDATION (EIN 364954283) - 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

2019

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

J DAVID & REBECCA HELLER FAMILY FOUNDATION, founded in 2019, is a community nonprofit in the Religion sector that reported $1.3M in total revenue in fiscal year 2022. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 30% operating deficit.

Mission

FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").

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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 $926,874

Program Service Revenue $0

Investment Income $373,729

Other Revenue $13,458

TOTAL REVENUE $1,314,061

Expense Breakdown

Grants Paid $1,644,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,644,300

Other Expenses $65,869

TOTAL EXPENSES $1,710,169

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,314,061	$4,259,191	-0.7%
Expenses	$1,710,169	$1,603,945	+0.1%
Net Income	$-396,108	$2,655,246	-1.1%

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

$831,716

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY REIS	TREASURER THRU 7/27/2022	0.20	Officer	$0	$40,331	$310,108
MOZELLE JACKSON	TREASURER AS OF 7/27/22	0.20	Officer	$0	$23,290	$255,134
KARI BLUMENTHAL	ASST TREASURER AS OF 7/27/22	0.20	Officer	$0	$24,732	$166,588
TAL ROTHSTEIN	ASST SECRETARY AS OF 5/16/23	0.20	Officer	$0	$0	$0
HEDY MILGROM	SECRETARY	0.20	Officer	$0	$7,466	$99,886
J DAVID HELLER	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
REBECCA HELLER	VICE PRESIDENT	0.20	Officer	$0	$0	$0
KENNETH HOCHMAN	TRUSTEE	0.10	Director	$0	$0	$0
IDELLE WOLF	TRUSTEE	0.10	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,314,061	$1,710,169	$6,575,225	$-396,108
2022	$4,259,191	$1,603,945	$6,553,592	$2,655,246
2021	$4,811,880	$1,883,230	$4,100,579	$2,928,650

J DAVID & REBECCA HELLER FAMILY FOUNDATION