THE LEONARD AND JERRY GREENBAUM FAMILY FOUNDATION INC (EIN 581927976) - 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

1990

Legal Domicile

Phone

4048731661

Tax Period

2024-07-01 to 2025-06-30

THE LEONARD AND JERRY GREENBAUM FAMILY FOUNDATION INC, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $277K in total revenue in fiscal year 2024. Revenue surged 288% from the prior year, signaling strong growth momentum. Expenses of $345K exceeded revenue, resulting in a 24% operating deficit.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $277,117

Other Revenue $0

TOTAL REVENUE $277,117

Expense Breakdown

Grants Paid $305,490

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $305,490

Other Expenses $39,336

TOTAL EXPENSES $344,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,117	$71,511	+2.9%
Expenses	$344,826	$562,932	-0.4%
Net Income	$-67,709	$-491,421	-0.9%

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
ELIOT ARNOVITZ	SECRETARY	0.9	Officer Director	$0	$0	$0
JEFF GREENBAUM	VICE PRESIDENT	0.9	Officer Director	$0	$0	$0
JERRY GREENBAUM	PRESIDENT	0.9	Officer Director	$0	$0	$0
STEVE MERLIN	TREASURER	0.9	Officer Director	$0	$0	$0
MARTY KOGON	DIRECTOR	0.9	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	$277,117	$344,826	$7,114,050	$-67,709
2024	$71,511	$562,932	$6,703,212	$-491,421
2023	$56,872	$539,771	$6,315,435	$-482,899
2022	$136,312	$983,470	$6,724,776	$-847,158
2021	$360,396	$918,692	$8,313,872	$-558,296
2020	$1,200	$822,994	$7,601,438	$-821,794
2019	$1,000,500	$836,784	$8,578,798	$163,716
2018	$1,001,500	$741,382	$8,026,076	$260,118

THE LEONARD AND JERRY GREENBAUM FAMILY FOUNDATION INC