American Friends of Bet Morasha (EIN 133681170) - 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

1990

Legal Domicile

Principal Officer

J Frederic Schwalb

Phone

2163712256

Tax Period

2020-01-01 to 2020-12-31

American Friends of Bet Morasha, founded in 1990, is a micro nonprofit in the Religion sector that reported $71K in total revenue in fiscal year 2020. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

The misision of American Friends of Beit Morasha is to support programs in Jewish culture, values, identity and continuity and to cultivate leaders with the neccesary skills and vision to accomplish that.

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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 (2020)

Revenue Breakdown

Contributions & Grants $70,550

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $70,550

Expense Breakdown

Grants Paid $71,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,900

Other Expenses $1,211

TOTAL EXPENSES $73,111

Year-over-Year Comparison

	2020	2019	Change
Revenue	$70,550	$94,680	-0.3%
Expenses	$73,111	$96,098	-0.2%
Net Income	$-2,561	$-1,418	+0.8%

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

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
J Frederic Schwalb	President	2.00	Director	$0	$0	$0
Freda Rosenfeld	Vice President	2.00	Director	$0	$0	$0
Howard Wallick	Trustee	2.00	Director	$0	$0	$0
Neil Twersky	Trustee	2.00	Director	$0	$0	$0
Andrew Brenner	Trustee	2.00	Director	$0	$0	$0
Andrew E Lewin	Trustee	2.00	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
2023	No data	No data	No data	No data
2020	$70,550	$73,111	$10,063	$-2,561
2019	$94,680	$96,098	$12,624	$-1,418
2018	$142,825	$116,000	$14,042	$26,825
2017	$342,300	$344,753	$5,081	$-2,453
2016	$212,688	$161,409	$7,534	$51,279

American Friends of Bet Morasha