HELZEL FAMILY FOUNDATION C/O THE EAST BAY COMMUNITY FOUNDATION (EIN 942597088) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

DEBORAH KIRSHMAN

Phone

5108363223

Tax Period

2022-07-01 to 2022-10-06

HELZEL FAMILY FOUNDATION C/O THE EAST BAY COMMUNITY FOUNDATION, founded in 1979, is a micro nonprofit that reported $5K in total revenue in fiscal year 2022. Revenue fell 99% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 74% operating margin.

Mission

TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE EAST BAY COMMUNITY FOUNDATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,288

Other Revenue $0

TOTAL REVENUE $5,288

Expense Breakdown

Grants Paid $1,209

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,209

Other Expenses $145

TOTAL EXPENSES $1,354

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,288	$810,961	-1.0%
Expenses	$1,354	$20,844,407	-1.0%
Net Income	$3,934	$-20,033,446	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DEBORAH KIRSHMAN	PRESIDENT/BOARD CHAIR	4.00	Officer Director	$0	$0	$0
LAWRENCE HELZEL	VP/TREASURER	2.00	Officer Director	$0	$0	$0
DANIEL KIRSHMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID MENDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY SHAPIRO	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD G LIEBST	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD BLUM	BOARD MEMBER	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
2022	$810,961	$20,844,407	$26,123	$-20,033,446
2022	$5,288	$1,354	No data	$3,934
2021	$1,927,374	$998,489	$21,135,607	$928,885
2020	$711,649	$888,438	$17,893,603	$-176,789
2019	$731,162	$931,172	$18,235,875	$-200,010
2018	$2,083,593	$720,752	$18,122,846	$1,362,841

HELZEL FAMILY FOUNDATION C/O THE EAST BAY COMMUNITY FOUNDATION