HALPERN-OPPENHEIMER FAMILY FOUNDATION (EIN 582512118) - 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

1999

Legal Domicile

Principal Officer

BETH BROWN

Phone

4048731661

Tax Period

2023-07-01 to 2024-06-30

HALPERN-OPPENHEIMER FAMILY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $932K in total revenue in fiscal year 2023. Expenses of $2.3M exceeded revenue, resulting in a 145% operating deficit.

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 $99,867

Other Revenue $831,875

TOTAL REVENUE $931,742

Expense Breakdown

Grants Paid $2,248,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,248,700

Other Expenses $30,201

TOTAL EXPENSES $2,278,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$931,742	$882,223	+0.1%
Expenses	$2,278,901	$1,214,489	+0.9%
Net Income	$-1,347,159	$-332,266	+3.1%

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

Total Directors

$132,601

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN OPPENHEIMER	VP/SEC/TREASURER	0.90	Officer Director	$0	$0	$0
MICHEAL KOGON	DIRECTOR	0.90	Director	$0	$0	$0
HARRY MAZIAR	DIRECTOR	0.90	Director	$0	$0	$0
BETH BROWN	PRESIDENT	0.90	Officer Director	$0	$0	$0
JORI MENDEL	DIRECTOR	0.90	Director	$0	$0	$132,601

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	$931,742	$2,278,901	$15,478,323	$-1,347,159
2023	$882,223	$1,214,489	$16,219,393	$-332,266
2022	$7,515,082	$1,022,523	$16,224,264	$6,492,559
2021	$933,872	$983,018	$10,378,709	$-49,146
2020	$1,649,765	$1,106,033	$11,408,269	$543,732
2020	$735,126	$1,106,033	$10,236,338	$-370,907
2019	$926,193	$1,146,685	$10,876,217	$-220,492
2019	$668,901	$1,146,685	$10,618,925	$-477,784
2018	$458,347	$675,557	$11,561,023	$-217,210

HALPERN-OPPENHEIMER FAMILY FOUNDATION