L Jules Arkin Family Foundation Inc (EIN 650817973) - 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

1998

Legal Domicile

Principal Officer

SCOTT KAPLAN

Phone

3055764000

Tax Period

2023-07-01 to 2024-06-30

L Jules Arkin Family Foundation Inc, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $41K in total revenue in fiscal year 2023. The organization ran a surplus of $16K, a strong 38% operating margin.

Mission

TO SUPPORT THE GREATER MIAMI JEWISH FEDERATION AND OTHER SECTION 501(C)(3) ORGANIZATIONS, 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 (2023)

Revenue Breakdown

Contributions & Grants $30,000

Program Service Revenue $0

Investment Income $10,762

Other Revenue $0

TOTAL REVENUE $40,762

Expense Breakdown

Grants Paid $23,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,500

Other Expenses $1,617

TOTAL EXPENSES $25,117

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,762	$-112,322	-1.4%
Expenses	$25,117	$3,374	+6.4%
Net Income	$15,645	$-115,696	-1.1%

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

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

$2,636,925

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JACOB SOLOMON	BOARD MEMBER	Officer	$0	$64,957	$2,393,839
SCOTT KAPLAN	SECRETARY	Officer	$0	$21,511	$243,086
SHIRLEY FELDMAN ARKIN	BOARD MEMBER	Director	$0	$0	$0
ELLEN ROSE	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
2025	No data	No data	No data	No data
2024	$40,762	$25,117	$162,604	$15,645
2023	$-112,322	$3,374	$172,451	$-115,696
2022	$-72,592	$1,454	$148,953	$-74,046
2021	$-43,176	$9,416	$250,029	$-52,592
2020	$-53,651	$118,446	$289,851	$-172,097

L Jules Arkin Family Foundation Inc