BROOKLINE IL PERETZ SCHOOL OF THE WORKMEN'S CIRCLE INC BOSTON WORKERS CIRCLE (EIN 042347902) - 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

1965

Legal Domicile

Principal Officer

EMILIA T DIAMANT

Phone

6175666281

Tax Period

2023-09-01 to 2024-08-31

BROOKLINE IL PERETZ SCHOOL OF THE WORKMEN'S CIRCLE INC BOSTON WORKERS CIRCLE, founded in 1965, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $499K, a strong 37% operating margin.

Mission

TO EXPLORE JEWISH IDENTITY AND BUILD JEWISH COMMUNITY THROUGH EDUCATIONAL CULTURAL AND SOCIAL JUSTICE PROGRAMMING

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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 $555,435

Program Service Revenue $288,902

Investment Income $493,998

Other Revenue $4,000

TOTAL REVENUE $1,342,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $478,225

Fundraising Expenses $161,162

Program Expenses $459,780

Other Expenses $365,139

TOTAL EXPENSES $843,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,342,335	$955,178	+0.4%
Expenses	$843,364	$787,757	+0.1%
Net Income	$498,971	$167,421	+2.0%

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

Volunteers

200

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

$62,881

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL HESS	PRESIDENT	1.000	Officer Director	$0	$0	$0
SARAH O'CONNOR	VICEPRESIDENT	1.000	Officer Director	$0	$0	$0
EMILIA T DIAMANT	TREASURER	1.000	Officer Director	$0	$0	$0
MICHELLE GOLDEN	SECRETARY	1.000	Officer Director	$0	$0	$0
MILES METH	DIRECTOR	1.000	Director	$0	$0	$0
DIANNE PERLMUTTER	DIRECTOR	1.000	Director	$0	$0	$0
JAY MOSKOWITZ	DIRECTOR	1.000	Director	$0	$0	$0
NAKHIE FAYNSHTEYN	DIRECTOR	1.000	Director	$0	$0	$0
ELLEN SHACHTER	DIRECTOR	1.000	Director	$0	$0	$0
MARSHA LAZAR	DIRECTOR	1.000	Director	$0	$0	$0
MARIE ARIEL	DIRECTOR	1.000	Director	$0	$0	$0
BOB FOLLANSBEE	DIRECTOR	1.000	Director	$0	$0	$0
RAUL SALINAS	DIRECTOR	1.000	Director	$0	$0	$0
MERIDITH LEVY	DIRECTOR	1.000	Director	$0	$0	$0
JONAH SIDMAN	DIRECTOR	1.000	Director	$0	$0	$0
REBECCA Z HORNSTEIN	EXECUTIVE DIRECTOR	40.00	Key Emp	$62,881	$0	$62,881

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	$1,342,335	$843,364	$4,329,898	$498,971
2023	$955,178	$787,757	$3,938,767	$167,421
2022	$-254,416	$695,004	$3,372,739	$-949,420
2021	$1,144,591	$627,789	$4,313,433	$516,802
2020	$810,983	$644,244	$3,867,331	$166,739
2019	$2,682,950	$762,267	$3,704,000	$1,920,683
2018	$550,216	$504,300	$1,778,712	$45,916

BROOKLINE IL PERETZ SCHOOL OF THE WORKMEN'S CIRCLE INC BOSTON WORKERS CIRCLE