THE HOFFER FAMILY FOUNDATION (EIN 853008934) - 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

2020

Legal Domicile

Principal Officer

RICHARD KASPER

Phone

4806991717

Tax Period

2024-01-01 to 2024-12-31

THE HOFFER FAMILY FOUNDATION, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $400K in total revenue in fiscal year 2024. The organization ran a surplus of $397K, a strong 99% operating margin.

Mission

CONSISTENT WITH THE MISSION OF THE JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX AND ITS ACTIVITIES, THE HOFFER FAMILY FOUNDATION WILL PROVIDE GRANTS AND FUNDING TO SUPPORT A VIBRANT, ENDURING JEWISH COMMUNITY AND A VARIETY OF OTHER 501(C)(3) 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 (2024)

Revenue Breakdown

Contributions & Grants $382,000

Program Service Revenue $0

Investment Income $18,217

Other Revenue $0

TOTAL REVENUE $400,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,045

TOTAL EXPENSES $3,045

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,217	N/A	N/A
Expenses	$3,045	$44	+68.2%
Net Income	$397,172	$-44	-9027.6%

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

$204,098

Total Directors

$204,098

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD KASPER	PRESIDENT	1.00	Officer Director	$0	$11,071	$130,180
JULIE PERRY	SECRETARY /T	1.00	Officer Director	$0	$8,256	$73,918
JONATHAN HOFFER	CHAIR	1.00	Officer Director	$0	$0	$0
RACHEL HOFFER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOEL KRAMER	DIRECTOR	1.00	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	$400,217	$3,045	$612,863	$397,172
2022	$217,249	$1,514	$215,735	$215,735

THE HOFFER FAMILY FOUNDATION