ORT AMERICA INC (EIN 135562424) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

ALLISON WEINGER

Phone

2125057700

Tax Period

2023-01-01 to 2023-12-31

ORT AMERICA INC, founded in 1969, is a mid-sized nonprofit that reported $15.5M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $18.2M exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,511,851

Program Service Revenue $0

Investment Income $403,439

Other Revenue $1,583,239

TOTAL REVENUE $15,498,529

Expense Breakdown

Grants Paid $10,177,420

Salaries & Benefits $4,388,681

Fundraising Expenses $519,060

Program Expenses $15,712,064

Other Expenses $3,584,983

TOTAL EXPENSES $18,151,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,498,529	$22,367,473	-0.3%
Expenses	$18,151,084	$18,843,699	0.0%
Net Income	$-2,652,555	$3,523,774	-1.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

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

$660,803

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA BIRCH	PRESIDENT & CEO	40.0	Officer	$348,680	$28,418	$377,098
NICOLE MILLER	SENIOR DIR., MICHIGAN REGION	40.0	Highest	$162,450	$21,167	$183,617
JEFFREY COOPER	CFO & COO (THRU 7/23)	35.0	Officer	$164,842	$14,357	$179,199
ALLISON HALPERN	DIRECTOR OF OPERATIONS	40.0	Highest	$145,445	$20,289	$165,734
ROBIN ISAACSON	Nat'l Dir, Planned giving	40.0	Highest	$140,100	$20,063	$160,163
ANNA B STEIN	DIRECTOR, NORTHEAST REGION	40.0	Highest	$138,295	$20,141	$158,436
JAMES M LODGE	SENIOR DEVELOPMENT OFFICER	40.0	Highest	$143,952	$7,184	$151,136
JONATHAN S MILLER	CFO (AS OF 7/23)	35.0	Officer	$99,594	$4,912	$104,506
HOWARD LANZNAR	BOARD CHAIR (THRU 10/23)	7.5	Officer Director	$0	$0	$0
MICHAEL PERLMUTER	BOARD CHAIR	7.5	Officer Director	$0	$0	$0
Louanne Smolin	CHAIR OF EXECUTIVE COMMITTEE	5.0	Officer Director	$0	$0	$0
Mark Adler THRU 1023	EXECOM MEMBER/VP & Assoc Treas	4.0	Officer Director	$0	$0	$0
Saul Berkowitz	EXECOM MEMBER/VP AND TREASURER	4.0	Officer Director	$0	$0	$0
Gail Lanznar	EXECOM MEMBER/VP and Secretary	4.0	Officer Director	$0	$0	$0
SUELLEN KADIS	EXECOM MEMBER/VP	4.0	Officer Director	$0	$0	$0
Richard Bernstein	MEMBER - EXECUTIVE COMMITTEE	1.0	Director	$0	$0	$0
Austin Center	MEMBER - EXECUTIVE COMMITTEE	1.0	Director	$0	$0	$0
Conrad Giles	MEMBER - EXECUTIVE COMMITTEE	1.0	Director	$0	$0	$0
Robert Grey	MEMBER - EXECUTIVE COMMITTEE	3.0	Director	$0	$0	$0
Debra Kanter	MEMBER - EXECUTIVE COMMITTEE	3.0	Director	$0	$0	$0
Judith Menikoff	MEMBER - EXECUTIVE COMMITTEE	4.0	Director	$0	$0	$0
Bubba Urdan	MEMBER - EXECUTIVE COMMITTEE	3.0	Director	$0	$0	$0
Andi Wolfe THRU 1023	MEMBER - EXECUTIVE COMMITTEE	0.3	Director	$0	$0	$0
David Eaton	BOARD MEMBER	1.0	Director	$0	$0	$0
Eva Lynn Gans	BOARD MEMBER	0.3	Director	$0	$0	$0
Susan Goldman	BOARD MEMBER	0.3	Director	$0	$0	$0
Roberta Goodman	BOARD MEMBER	0.3	Director	$0	$0	$0
Jan Kushner	BOARD MEMBER	1.0	Director	$0	$0	$0
Jonathan Lanznar	BOARD MEMBER	0.3	Director	$0	$0	$0
JON LEVINE	BOARD MEMBER	0.3	Director	$0	$0	$0
KEITH LINCH	BOARD MEMBER	0.3	Director	$0	$0	$0
JOSEF LOEFFLER	BOARD MEMBER	1.0	Director	$0	$0	$0
GREG MARCUS	BOARD MEMBER	0.3	Director	$0	$0	$0
Leandro Margulis	BOARD MEMBER	0.3	Director	$0	$0	$0
Justin Pollack	BOARD MEMBER	0.3	Director	$0	$0	$0
John Pregulman	BOARD MEMBER	0.3	Director	$0	$0	$0
Barbara Ross	BOARD MEMBER	0.3	Director	$0	$0	$0
Barbara Siegel	BOARD MEMBER	0.3	Director	$0	$0	$0
Lawrence Wolfe	BOARD MEMBER	0.3	Director	$0	$0	$0
Lew Zipkin	BOARD MEMBER	0.3	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	$15,498,529	$18,151,084	$23,042,184	$-2,652,555
2022	$22,367,473	$18,843,699	$32,848,514	$3,523,774
2021	$16,000,497	$14,061,257	$29,293,739	$1,939,240
2020	$12,941,869	$13,495,398	$29,514,134	$-553,529
2020	$12,883,436	$13,490,003	$25,996,266	$-606,567
2019	$14,105,414	$13,551,357	$33,182,116	$554,057
2018	$13,099,561	$13,038,942	$34,892,118	$60,619

ORT AMERICA INC