SEPHARDIC INSTITUTE SEPHARDIC INSTITUTE FOR ADVANCED LEARNING (EIN 112170961) - 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

1966

Legal Domicile

Principal Officer

RABBI RONALD BARRY

Phone

7189988171

Tax Period

2023-09-01 to 2024-08-31

SEPHARDIC INSTITUTE SEPHARDIC INSTITUTE FOR ADVANCED LEARNING, founded in 1966, is a community nonprofit in the Religion sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.8M exceeded revenue, resulting in a 24% operating deficit.

Mission

The organization is a synagogue that provides Jewish Religious Services and Education to its congregants and to other community members.

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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 $1,416,765

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,416,765

Expense Breakdown

Grants Paid $68,654

Salaries & Benefits $1,165,386

Fundraising Expenses $0

Program Expenses $1,752,295

Other Expenses $518,255

TOTAL EXPENSES $1,752,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,416,765	$1,517,063	-0.1%
Expenses	$1,752,295	$1,675,754	+0.0%
Net Income	$-335,530	$-158,691	+1.1%

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

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
Ronald Benun	Pres	1	Director	$0	$0	$0
Morris Dweck	V Pres	1	Director	$0	$0	$0
Steven Doueck	Sec't	1	Director	$0	$0	$0
Solomon Betesh	Treas	1	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	$1,416,765	$1,752,295	$3,941,534	$-335,530
2023	$1,517,063	$1,675,754	$3,938,436	$-158,691
2022	$1,164,683	$1,450,573	$4,097,127	$-285,890
2021	$1,700,913	$1,129,225	$4,383,017	$571,688
2020	$1,491,898	$1,626,549	$3,811,329	$-134,651
2019	$1,760,487	$2,077,653	$3,945,980	$-317,166
2018	$2,636,623	$2,291,456	$4,263,146	$345,167

SEPHARDIC INSTITUTE SEPHARDIC INSTITUTE FOR ADVANCED LEARNING