YESHIVAS NACHLAS BNEI SHIMON (EIN 113515791) - 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

1996

Legal Domicile

Principal Officer

BARRY STERN

Phone

7182532009

Tax Period

2023-11-01 to 2024-10-31

YESHIVAS NACHLAS BNEI SHIMON, founded in 1996, is a small nonprofit in the International Affairs sector that reported $454K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $549K exceeded revenue, resulting in a 21% operating deficit.

Mission

FINANCIAL ASSISTANCE TO JEWISH EDUCATIONAL AND CHARITABLE CAUSES.

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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 $453,511

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $453,511

Expense Breakdown

Grants Paid $544,305

Salaries & Benefits $0

Fundraising Expenses $2,250

Program Expenses $544,305

Other Expenses $4,984

TOTAL EXPENSES $549,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$453,511	$537,653	-0.2%
Expenses	$549,289	$501,800	+0.1%
Net Income	$-95,778	$35,853	-3.7%

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

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
RABBI YISROEL PICHEY	PRESIDENT	1.00	Director	$0	$0	$0
RABBI CHAIM DOVID ZWIEBEL	VICE PRESIDENT	1.00	Director	$0	$0	$0
BARRY STERN	TREASURER/SECRETARY	3.00	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	$453,511	$549,289	$31,046	$-95,778
2023	$537,653	$501,800	$126,824	$35,853
2022	$941,127	$880,889	$90,971	$60,238
2021	$690,210	$670,662	$30,733	$19,548
2020	$503,317	$508,177	$11,185	$-4,860

YESHIVAS NACHLAS BNEI SHIMON