CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND (EIN 043100103) - 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

1990

Legal Domicile

Principal Officer

RICHARD S SCHWARTZ

Phone

5086743529

Tax Period

2024-07-01 to 2025-06-30

CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND, founded in 1990, is a micro nonprofit in the Religion sector that reported $19K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8K, a strong 40% operating margin.

Mission

TO ASSIST TEMPLE'S EXEMPT PURPOSE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $19,445

Other Revenue $0

TOTAL REVENUE $19,445

Expense Breakdown

Grants Paid $11,723

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,723

Other Expenses $0

TOTAL EXPENSES $11,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,445	$35,374	-0.5%
Expenses	$11,723	$35,863	-0.7%
Net Income	$7,722	$-489	-16.8%

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

N/A

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
RICHARD S SCHWARTZ	PRESIDENT	0.30	Officer Director	$0	$0	$0
ROBERT FALCONERO	TREASURER	0.30	Officer Director	$0	$0	$0
LIBBY COHEN	SECRETARY	0.30	Officer Director	$0	$0	$0
LEONARD LEHRER	VICE PRESIDE	0.50	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
2025	$19,445	$11,723	$546,537	$7,722
2024	$35,374	$35,863	$528,710	$-489
2023	$39,566	$26,825	$532,526	$12,741
2022	$22,595	$20,219	$556,335	$2,376
2021	$19,364	$18,859	$599,171	$505
2020	$6,263	$20,147	$490,821	$-13,884
2019	$20,802	$21,316	$509,144	$-514

CONGREGATION BETH-EL OF FALL RIVER SPECIAL PROJECT FUND