BILLI AND BERNIE MARCUS FOUNDATION INC (EIN 581720888) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

DOUG DINAPOLI

Phone

4048731661

Tax Period

2023-07-01 to 2023-11-14

BILLI AND BERNIE MARCUS FOUNDATION INC, founded in 1986, is a micro nonprofit that reported $109 in total revenue in fiscal year 2023. Revenue fell 118% from the prior year — a significant decline worth monitoring.

Mission

SUPPORT FOR THE MISSION OF THE JEWISH FEDERATION OF GREATER ATLANTA, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-109

Other Revenue $0

TOTAL REVENUE $-109

Expense Breakdown

Grants Paid $33,299

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,299

Other Expenses $2,529

TOTAL EXPENSES $35,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-109	$615	-1.2%
Expenses	$35,828	$10,145	+2.5%
Net Income	$-35,937	$-9,530	+2.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
BERNIE MARCUS	PRESIDENT	0.90	Officer Director	$0	$0	$0
BILLI MARCUS	VICE PRESIDENT	0.90	Officer Director	$0	$0	$0
DOUG DINAPOLI	DIRECTOR	0.90	Director	$0	$0	$0
JACK HALPERN	DIRECTOR	0.90	Director	$0	$0	$0
ARNIE RUBENSTEIN	DIRECTOR	0.90	Director	$0	$0	$0
ANN DAVIS	DIRECTOR	0.90	Director	$0	$0	$0
ELIOT ARNOVITZ	SECRETARY/TREASURER	0.90	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
2023	$-109	$35,828	No data	$-35,937
2023	$615	$10,145	$38,536	$-9,530
2022	$1,102	$8,731	$47,903	$-7,629
2021	$252,890	$243,381	$62,240	$9,509
2020	$250,019	$243,321	$43,437	$6,698
2020	$250,019	$243,321	$43,437	$6,698
2018	$318	$72,037	$79,925	$-71,719

BILLI AND BERNIE MARCUS FOUNDATION INC