METROWEST JEWISH DAY SCHOOL INC ATTN DAVID ROTHKOPF (EIN 043573528) - 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

2001

Legal Domicile

Principal Officer

DAVID ROTHKOPF

Phone

5088757426

Tax Period

2023-07-01 to 2024-06-30

METROWEST JEWISH DAY SCHOOL INC ATTN DAVID ROTHKOPF, founded in 2001, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.7M left a modest 6% surplus.

Mission

ELEMENTARY & MIDDLE SCHOOL FOR CHILDREN IN METROWEST BOSTON.

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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 $869,847

Program Service Revenue $793,018

Investment Income $21,797

Other Revenue $141,491

TOTAL REVENUE $1,826,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,206,500

Fundraising Expenses $215,958

Program Expenses $1,204,599

Other Expenses $508,755

TOTAL EXPENSES $1,715,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,826,153	$1,717,717	+0.1%
Expenses	$1,715,255	$1,660,370	+0.0%
Net Income	$110,898	$57,347	+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

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
BENJAMIN KAHN	PRESIDENT	2.00	Officer Director	$0	$0	$0
RENEE FINN	DIRECTOR	2.00	Officer Director	$0	$0	$0
DAVID ROTHKOPF	TREASURER	2.00	Officer Director	$0	$0	$0
HOPE CASEY	DIRECTOR	2.00	Officer Director	$0	$0	$0
LINDSAY FARRER	DIRECTOR	2.00	Officer Director	$0	$0	$0
IRIT TAU-WEBBER	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
DANA GITELL	DIRECTOR	2.00	Officer Director	$0	$0	$0
JEFF FLEISHER	RECORDING SE	2.00	Officer Director	$0	$0	$0
DEBRA BEILER KLEIN	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$1,826,153	$1,715,255	$902,678	$110,898
2023	$1,717,717	$1,660,370	$739,907	$57,347
2022	$1,769,562	$1,710,621	$580,602	$58,941
2021	$1,705,280	$1,749,107	$514,629	$-43,827
2020	$1,560,784	$1,603,900	$814,883	$-43,116
2019	$1,543,842	$1,623,738	$633,449	$-79,896

METROWEST JEWISH DAY SCHOOL INC ATTN DAVID ROTHKOPF