RHODE ISLAND JEWISH HISTORICAL ASSOCIATION (EIN 056015436) - 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

HAROLD FOSTER

Phone

4013311360

Tax Period

2023-01-01 to 2023-12-31

RHODE ISLAND JEWISH HISTORICAL ASSOCIATION, founded in 1951, is a small nonprofit that reported $103K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $143K exceeded revenue, resulting in a 38% operating deficit.

Mission

SEE PART III, LINE A

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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 $63,112

Program Service Revenue $8,400

Investment Income $31,129

Other Revenue $752

TOTAL REVENUE $103,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,104

Fundraising Expenses $0

Program Expenses $115,921

Other Expenses $59,052

TOTAL EXPENSES $143,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,393	$88,699	+0.2%
Expenses	$143,156	$118,766	+0.2%
Net Income	$-39,763	$-30,067	+0.3%

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
MEL TOPF	DIRECTOR	1.00	Officer Director	$0	$0	$0
MARILYN MYROW	DIRECTOR	1.00	Director	$0	$0	$0
LINDA LOTRIDGE LEVIN	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH BAKST	DIRECTOR	1.00	Director	$0	$0	$0
RUTH BREINDEL	SECRETARY	1.00	Officer Director	$0	$0	$0
LOWELL LISKER	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HAROLD FOSTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CYNTHIA BENJAMIN	DIRECTOR	1.00	Director	$0	$0	$0
LARRY GINSBERG	TREASURER	1.00	Officer Director	$0	$0	$0
ANNE SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
BOB KEMP	DIRECTOR	1.00	Director	$0	$0	$0
CLIFF KARTEN	DIRECTOR	1.00	Director	$0	$0	$0
LARRY KATZ	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BAZAR	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH CARR	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$103,393	$143,156	$968,716	$-39,763
2022	$88,699	$118,766	$932,471	$-30,067
2021	$126,184	$100,098	$1,086,345	$26,086
2020	$67,972	$94,641	$956,623	$-26,669
2019	$69,510	$103,387	$917,784	$-33,877
2018	$134,376	$77,204	$874,324	$57,172

RHODE ISLAND JEWISH HISTORICAL ASSOCIATION