The Becker Family Foundation (EIN 760560995) - 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

Allen J Becker

Phone

7137297000

Tax Period

2018-09-01 to 2019-08-31

The Becker Family Foundation, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $134K in total revenue in fiscal year 2018. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $455K exceeded revenue, resulting in a 239% operating deficit.

Mission

The Becker Family Foundation is organized exclusively for charitable, educational and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston.

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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 (2018)

Revenue Breakdown

Contributions & Grants $100,802

Program Service Revenue $0

Investment Income $33,574

Other Revenue $0

TOTAL REVENUE $134,376

Expense Breakdown

Grants Paid $450,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $450,000

Other Expenses $5,061

TOTAL EXPENSES $455,061

Year-over-Year Comparison

	2018	2017	Change
Revenue	$134,376	$498,116	-0.7%
Expenses	$455,061	$803,910	-0.4%
Net Income	$-320,685	$-305,794	+0.0%

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

$244,524

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allen J Becker	President	1.00	Officer Director	$0	$0	$0
Sunni Markowitz	Vice President	1.00	Officer Director	$0	$0	$0
Ben Rosenberg	Treasurer	1.00	Officer Director	$0	$0	$0
Stephen M Kaufman	Trustee	1.00	Director	$0	$0	$0
Stanley C Weinstein	Trustee	1.00	Director	$0	$0	$0
Gary Becker	Secretary	1.00	Officer	$0	$0	$0
Roberta Herman Dietrich	Asst Sec	1.00	Officer	$0	$16,363	$139,288
Pamela Kutner	Asst Sec	1.00	Officer	$0	$6,096	$105,236

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
2019	$134,376	$455,061	$81,556	$-320,685
2018	$498,116	$803,910	$453,623	$-305,794

The Becker Family Foundation