THE HALAJ FOUNDATION (EIN 954700852) - 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

1998

Legal Domicile

Principal Officer

STEVEN HALAJ

Phone

3105480924

Tax Period

2023-01-01 to 2023-12-31

THE HALAJ FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $474K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $454K left a modest 4% surplus.

Mission

THE ORGANIZATION WAS ESTABLISHED TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY FOUNDATION, THE AMERICAN ASSOCIATES BEN-GURION UNIVERSITY AND THE ANTI-DEFAMATION LEAGUE AND OTHER APPROVED QUALIFIED CHARITABLE ORGANIZATIONS APPROVED TO RECEIVE CONTRIBUTIONS FROM THE FOUNDATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $474,101

Other Revenue $0

TOTAL REVENUE $474,101

Expense Breakdown

Grants Paid $430,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $430,000

Other Expenses $23,926

TOTAL EXPENSES $453,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$474,101	$704,429	-0.3%
Expenses	$453,926	$461,316	0.0%
Net Income	$20,175	$243,113	-0.9%

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
STEVEN HALAJ	President/Treas	1.00	Officer Director	$0	$0	$0
MARVIN SCHOTLAND	Secretary	1.00	Officer Director	$0	$0	$0
MAGGIE HOWARD	Director	1.00	Director	$0	$0	$0
ANDREW HOFFER	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	No data	No data	No data	No data
2023	$474,101	$453,926	$9,624,955	$20,175
2022	$704,429	$461,316	$9,604,780	$243,113
2021	$782,026	$365,505	$9,361,667	$416,521
2020	$298,253	$334,451	$8,945,146	$-36,198
2019	$438,006	$309,117	$8,981,344	$128,889
2019	$438,006	$309,117	$8,981,344	$128,889
2018	$1,932,196	$309,889	$8,852,455	$1,622,307

THE HALAJ FOUNDATION