WEINSTEIN FOUNDATION INC (EIN 581376003) - 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

1979

Legal Domicile

Principal Officer

STEPHEN M BERMAN

Phone

4048731661

Tax Period

2023-07-01 to 2024-06-30

WEINSTEIN FOUNDATION INC, founded in 1979, is a small nonprofit that reported $426K in total revenue in fiscal year 2023. Revenue surged 233% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 16% operating margin.

Mission

SUPPORT FOR THE MISSION OF THE JEWISH FEDERATION OF GREATER ATLANTA, 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $426,091

Other Revenue $0

TOTAL REVENUE $426,091

Expense Breakdown

Grants Paid $266,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,100

Other Expenses $89,835

TOTAL EXPENSES $355,935

Year-over-Year Comparison

	2023	2022	Change
Revenue	$426,091	$127,814	+2.3%
Expenses	$355,935	$328,138	+0.1%
Net Income	$70,156	$-200,324	-1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN WINSTON	VICE PRESIDENT	0.90	Officer Director	$0	$0	$0
JILL LEVINE	VICE PRESIDENT	0.90	Officer Director	$0	$0	$0
STEPHEN BERMAN	PRESIDENT	0.90	Officer Director	$0	$0	$0
ROBERT AROGETI	DIRECTOR	0.90	Director	$0	$0	$0
ELIOT ARNOVITZ	DIRECTOR	0.90	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	$426,091	$355,935	$5,328,092	$70,156
2023	$127,814	$328,138	$5,008,263	$-200,324
2022	$455,833	$379,506	$4,972,826	$76,327
2021	$513,516	$303,913	$5,728,465	$209,603
2020	$56,371	$430,048	$4,677,670	$-373,677
2019	$120,767	$354,760	$5,220,387	$-233,993
2018	$442,858	$377,380	$5,262,035	$65,478

WEINSTEIN FOUNDATION INC