BERKADIA FOUNDATION INC (EIN 880948521) - 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

2022

Legal Domicile

Principal Officer

JACK FIORAVANTI

Phone

2153283200

Tax Period

2025-01-01 to 2025-12-31

BERKADIA FOUNDATION INC, founded in 2022, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $2K in total revenue in fiscal year 2025. Revenue fell 50% from the prior year — a significant decline worth monitoring.

Mission

THE PURPOSES OF BERKADIA FOUNDATION, INC. (THE "FOUNDATION") INCLUDE, BUT ARE NOT LIMITED TO, HELPING PROVIDE RELIEF TO THE POOR, THE DISTRESSED, AND/OR THE UNDERPRIVILEGED AND HELPING TO EMPOWER PEOPLE TO CREATE A PATH OUT OF POVERTY FOR THEMSELVES AND FOR THEIR COMMUNITIES BOTH IN THE UNITED STATES AND INTERNATIONALLY (PRIMARILY IN INDIA). ADDITIONALLY, THE FOUNDATION STRIVES TO AID THE ABILITY OF CITIZENS IN INDIA AND THE U.S. BY REDUCING HUNGER AND PROVIDING ACCESS TO EDUCATION AND AFFORDABLE HOUSING IN AN EFFORT TO IMPROVE THEIR OVERALL LIVING ENVIRONMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,500	$5,000	-0.5%
Expenses	N/A	N/A	N/A
Net Income	N/A	$5,000	N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
RANDY JENSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK MCCOOL	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MIRAGLIA	DIRECTOR	1.00	Director	$0	$0	$0
JACK FIORAVANTI	PRESIDENT	1.00	Officer	$0	$0	$0
DOUG HOFFMAN	TREASURER	1.00	Officer	$0	$0	$0
PAUL ZIKMUND	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DONNA ZEBIN	SECRETARY	1.00	Officer	$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	$2,500	No data	$21,798	No data
2024	$5,000	No data	$19,298	No data
2023	$76,000	$142,924	$14,298	$-66,924
2022	$800,215	$718,993	$81,222	$81,222

BERKADIA FOUNDATION INC