Helene and Adolph Berger Family Foundation Inc (EIN 650795652) - 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

1997

Legal Domicile

Principal Officer

SCOTT KAPLAN

Phone

3055764000

Tax Period

2021-07-01 to 2022-06-30

Helene and Adolph Berger Family Foundation Inc, founded in 1997, is a micro nonprofit that reported $671 in total revenue in fiscal year 2021. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $418K exceeded revenue, resulting in a 62196% operating deficit.

Mission

TO SUPPORT THE GREATER MIAMI JEWISH FEDERATION AND OTHER SECTION 501(C)(3) ORGANIZATIONS THROUGH PHILANTHROPY, VOLUNTARISM AND GRANTMAKING PROGRAMS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $671

Other Revenue $0

TOTAL REVENUE $671

Expense Breakdown

Grants Paid $417,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $417,500

Other Expenses $508

TOTAL EXPENSES $418,008

Year-over-Year Comparison

	2021	2020	Change
Revenue	$671	$11,228	-0.9%
Expenses	$418,008	$118,462	+2.5%
Net Income	$-417,337	$-107,234	+2.9%

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

N/A

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

$1,108,630

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JACOB SOLOMON	BOARD MEMBER	Officer	$0	$293,245	$883,246
SCOTT KAPLAN	SECRETARY	Officer	$0	$19,176	$225,384
HELENE BERGER	BOARD MEMBER	Director	$0	$0	$0
ELAINE BLOOM	BOARD MEMBER	Director	$0	$0	$0
MARK BERGER	BOARD MEMBER	Director	$0	$0	$0
TERRY DRUCKER	BOARD MEMBER	Director	$0	$0	$0
BONNIE BERGER LEIGHTON	BOARD MEMBER	Director	$0	$0	$0
NANCY LIPOFF	BOARD MEMBER	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
2022	$671	$418,008	No data	$-417,337
2021	$11,228	$118,462	$412,126	$-107,234
2020	$67,239	$44,714	$451,668	$22,525

Helene and Adolph Berger Family Foundation Inc