B'NAI B'RITH HOUSING FOUNDATION INC

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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

1999

Legal Domicile

Principal Officer

STEVEN LEVINE

Phone

7183588842

Tax Period

2018-07-01 to 2019-06-30

Mission

THE B'NAI B'RITH HOUSING FOUNDATION, INC. (BBHFI) PROVIDES GRANTS IN SUPPORT OF HOUSING AND ANCILLARY SERVICES FOR THE ELDERLY IN NEW YORK STATE

Program Service Accomplishments

Program 1

Expenses: $18,461

TO SUPPORT HOUSING AND OTHER PROGRAMS FOR SENIOR CITIZENS IN QUEENS, BROOKLYN, NASSAU AND SUFFOLK COUNTIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $17,841

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,461

Other Expenses $620

TOTAL EXPENSES $18,461

Year-over-Year Comparison

	2018	2017	Change
Revenue	N/A	$287	-1.0%
Expenses	$18,461	$68,661	-0.7%
Net Income	N/A	$-68,374	N/A

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

N/A

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
HARRY OSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
SYLVIA BAXT	BOARD MEMBER	1.00	Director	$0	$0	$0
NINA LEVINE	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY L PULCHIN	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED LEVINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PHYLLIS BEATUS-JACOBY	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILLIP SANDOS	BOARD MEMBER	1.00	Director	$0	$0	$0
RITA MARGULES	TREASURER	1.00	Officer	$0	$0	$0
ANITA WEISBORD	VICE PRESIDENT	1.00	Officer	$0	$0	$0
STEVEN R LEVINE	PRESIDENT	1.00	Officer	$0	$0	$0
DORIS SOLKOFF	SECRETARY	1.00	Officer	$0	$0	$0
DAVID WANETIK	VICE PRESIDENT	1.00	Officer	$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
2019	No data	$18,461	No data	No data