DJR FOUNDATION (EIN 721471263) - 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

2000

Legal Domicile

Principal Officer

ANDREW KOPPLIN

Phone

5045984663

Tax Period

2024-01-01 to 2024-12-31

DJR FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. Net assets of $3.0M represent 361 months of operating reserves.

Mission

THE DJR FOUNDATION WAS ORGANIZED SPECIFICALLY AS A SUPPORTING ORGANIZATION OF (CONT'D ON SCHEDULE O) THE GREATER NEW ORLEANS FOUNDATION, A NON PROFIT ORGANIZATION EXEMPT UNDER 501(C)3.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $100,660

Other Revenue $0

TOTAL REVENUE $100,660

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $44,907

TOTAL EXPENSES $104,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,660	$54,479	+0.8%
Expenses	$104,907	$40,087	+1.6%
Net Income	$-4,247	$14,392	-1.3%

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

$718,093

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID HASPEL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HASPEL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ROBERT HASPEL	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW KOPPLIN	DIRECTOR	2.00	Director	$0	$58,114	$464,329
KELLIE CHAVEZ-GREENE	DIRECTOR	2.00	Director	$0	$41,783	$231,635
KENNETH ST CHARLES	DIRECTOR (THROUGH 1/2/2024)	2.00	Director	$0	$0	$22,129
ROBERT BORIES	DIRECTOR	2.00	Director	$0	$0	$0
NANCY TIMM	DIRECTOR	2.00	Director	$0	$0	$0
STEVE USDIN	DIRECTOR	2.00	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
2024	$100,660	$104,907	$3,029,928	$-4,247
2023	$54,479	$40,087	$2,830,954	$14,392
2022	$35,730	$84,954	$2,490,595	$-49,224
2021	$289,818	$62,388	$2,881,989	$227,430
2020	$66,212	$65,668	$2,346,761	$544
2019	$84,704	$161,632	$2,155,270	$-76,928
2018	$133,735	$110,406	$1,993,539	$23,329

DJR FOUNDATION