Weinstein Foundation INC EIN 58-1376003 Form 990 (PDF) Claim this org

Weinstein Foundation INC FY2023 filing

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Fundraises to support Jewish community programs and services. For fiscal year 2023 it reported $128K in revenue, $328K in expenses, and $5.0M in net assets.Pt I

Type
Supporting organization · Nonprofit
Location
Atlanta, GA
Filings
5 on file (2020–2023)
Revenue
$128KFY2023
Expenses
$328K
Net assets
$5.0M
People
5
Filings
5
Updates
0
More identity details & actions ⌄
EIN  58-1376003 Supporting organization Atlanta, GA
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Fundraises to support Jewish community programs and services.
Leadership
Jan Winston · Vice President
Money in and out
$128K revenue, $328K expenses
Bottom line
-157% net inflow
Money in and out · FY2023
Total revenue
$128K
Pt VIII · Ln 12
Total expenses
$328K
Pt IX · Ln 25
Net assets
$5.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$200K
Where spending went · Part IX cols B–D
Program services $0.73 Management & general $0.27
Net inflow
-157%
revenue over expenses, this year
Pass-through gifts
0%
of revenue from contributions
Program spending
73%
of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$128K
FY2023▼ -72%
Expenses
$328K
FY2023▼ -14%
Total assets
$5.0M
FY2023▲ +0.7%
Total liabilities
$0
FY2023
Total revenue
$128K
Pt VIII · Ln 12
Total expenses
$328K
Pt IX · Ln 25
Net assets
$5.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$200K
Total assetsPt X · Ln 16$5.0M
Program-expense ratioPt IX · col B73%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 44
Mission & Programs · Part III

Where the work happens

3 program services account for $130K of program spending, described in the organization's own filed words · FY2022.
01

Providing leadership and support for the network of the jewish not-for-profit organizations in the greater atlanta area and throughout the world.

$80Kprogram expense
02

Serving the frail, elderly, and disabled in the atlanta area.

$25Kprogram expense
03

Providing compassionate hospice care at home.

$25Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CWeinstein Foundation INC
EINHdr · item D58-1376003
Principal addressHdr · item CAtlanta, GA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MGA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFNov 1979

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b4
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Investment income100%$128K
Total revenueLn 12$128K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.73 Management & general $0.27
Program services73%$241K
Management & general27%$87K
Total functional expensesLn 25$328K

Balance Sheet

Part X · end of year
CashLn 1$189K
Total assetsLn 16$5.0M
Total liabilitiesLn 26$0
Total net assetsLn 32$5.0M
Months of cash on handcomputed6.9

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5.0M · Operating expenses/yr $328K
183.2 months
Where the money goes
Program services
Program services $241K · Total expenses $328K
73%
Management & General
Management & general $87K · Total expenses $328K
27%
Fundraising
Fundraising $0 · Total expenses $328K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $128K
0%
Government reliance
Government grants — · Total revenue $128K
Earned-income share
Program service revenue $0 · Total revenue $128K
0%
Investment reliance
Investment income $128K · Total revenue $128K
+100%
Program self-sufficiency
Program service revenue $0 · Total expenses $328K
0%
Growth & trend
Revenue growth (YoY)
This year $128K · Prior year $456K
-72%
Net-asset trend (YoY)
End of year $5.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $128K · Expenses $328K
-157%
Liabilities-to-Assets
Total liabilities — · Total assets $5.0M
Net-asset ratio
Net assets $5.0M · Total assets $5.0M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $4.3M · Other securities (Pt X, ln 12) $526K · Total assets (Pt X, ln 16) $5.0M
96%
People & payroll
Highest Reported Total Compensation
Individual Jan Winston · Reported title VICE PRESIDENT · Highest reported compensation $0 · Total expenses $328K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $328K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 73%
Overhead ratio 27%
Revenue growth -72%
Investment management fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 56 grants · $1.2M · 2019–2023
Jewish Federation of Greater Atlanta INCFY2023$105,000
Wellspring Living INCGA · FY2023$10,000
Repair the World INCNY · FY2023$10,000
The Blue Dove Foundation INCGA · FY2023$10,000
Impactisrael INCMA · FY2023$10,000
Jewish Federation of Greater Atlanta INCFY2022$80,000
Repair the World INCNY · FY2022$10,000
The Blue Dove Foundation INCGA · FY2022$10,000
See all 56 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$426K revenue · ⤓ 990 PDF
FY2023$128K revenue · viewing · ⤓ 990 PDF
FY2022$456K revenue · ⤓ 990 PDF
FY2021$514K revenue · ⤓ 990 PDF
FY2020$56K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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