HERITAGE ACADEMY BETH MORASHA INC (EIN 042203827) - 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

1951

Legal Domicile

Principal Officer

MARK GOLD

Phone

4135670036

Tax Period

2023-09-01 to 2024-08-31

HERITAGE ACADEMY BETH MORASHA INC, founded in 1951, is a small nonprofit that reported $224K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

HERITAGE ACADEMY'S MISSION IS TO PROVIDE STUDENTS K-8 AN EXCELLENT SECULAR AND JUDAIC EDUCATION THROUGH A CHALLENGING, NURTURING, AND ENRICHING ENVIRONMENT. TEACHING FROM A TRADITIONAL JEWISH VIEWPOINT, IN AN OPEN AND INCLUSIVE SETTING, WE WELCOME ALL JEWISH FAMILIES ACROSS THE SPECTRUM OF OBSERVANCE. OUR STUDENTS ACQUIRE THE SKILLS THEY NEED TO BE SELF-CONFIDENT LEARNERS AND INDEPENDENT THINKERS WHO DEVELOP AND UNDERSTANDING OF THEIR IDENTITY AS ACTIVE JEWISH CITIZENS IN OUR COMPLEX SOCIETY.

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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 $0

Other Revenue $223,655

TOTAL REVENUE $223,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,655	$171,000	+0.3%
Expenses	N/A	N/A	N/A
Net Income	N/A	$171,000	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
SUSAN FIRESTONE	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
MARK GOLD	PRESIDENT	5.00	Officer Director	$0	$0	$0
KEN GORENSTEIN	TREASURER	5.00	Officer Director	$0	$0	$0
BOB KAHAN	VICE PRESIDE	5.00	Officer 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	$223,655	No data	$888,175	No data
2023	$171,000	No data	$664,520	No data
2022	$15,722	No data	$493,520	No data
2021	$177,589	$47,848	$477,798	$129,741
2020	$169,640	$15,743	$348,057	$153,897
2019	$220,384	$44,770	$344,588	$175,614
2018	$195,695	$257,784	$394,629	$-62,089

HERITAGE ACADEMY BETH MORASHA INC