LEO BAECK INSTITUTE INC (EIN 135659965) - 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

1955

Legal Domicile

Principal Officer

MARKUS KRAH

Phone

2127446400

Tax Period

2024-01-01 to 2024-12-31

LEO BAECK INSTITUTE INC, founded in 1955, is a community nonprofit that reported $7.9M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 49% operating margin.

Mission

TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,219,933

Program Service Revenue $2,765

Investment Income $3,701,675

Other Revenue $-41,113

TOTAL REVENUE $7,883,260

Expense Breakdown

Grants Paid $83,951

Salaries & Benefits $2,059,882

Fundraising Expenses $12,683

Program Expenses $2,941,410

Other Expenses $1,862,598

TOTAL EXPENSES $4,006,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,883,260	$5,627,236	+0.4%
Expenses	$4,006,431	$3,843,485	+0.0%
Net Income	$3,876,829	$1,783,751	+1.2%

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

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

$266,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID G MARWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID W DETJEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOAN C LESSING	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL A BAMBERGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY HOUSTON	TREASURER	1.00	Officer Director	$0	$0	$0
DENNIS BAUM	SECRETARY	1.00	Officer Director	$0	$0	$0
ABRAHAM F LOWENTHAL	TRUSTEE	1.00	Director	$0	$0	$0
AJ STRASSER	TRUSTEE	1.00	Director	$0	$0	$0
ALAN WINTERS	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES E SCHEIDT	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES HESDORFFER	TRUSTEE	1.00	Director	$0	$0	$0
DANIELLE SPERA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SORKIN	TRUSTEE	1.00	Director	$0	$0	$0
EMARY ARONSON	TRUSTEE	1.00	Director	$0	$0	$0
ERIKA DREIFUS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES N DREYFUS	TRUSTEE	1.00	Director	$0	$0	$0
JOSEF JOFFE	TRUSTEE	1.00	Director	$0	$0	$0
JUDITH KENDE	TRUSTEE	1.00	Director	$0	$0	$0
MARSHA ROZENBLIT	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL A MEYER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL G JESSELSON	TRUSTEE	1.00	Director	$0	$0	$0
PAUL NEMITZ	TRUSTEE	1.00	Director	$0	$0	$0
RAYMOND VJ SCHRAG	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT S RIFKIND	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ZEHDEN	TRUSTEE	1.00	Director	$0	$0	$0
TOM UHLMAN	TRUSTEE	1.00	Director	$0	$0	$0
WERNER GUNDERSHEIMER	TRUSTEE	1.00	Director	$0	$0	$0
HUBERTA VON VOSS-WITTIG	TRUSTEE (THRU 3/2024)	1.00	Director	$0	$0	$0
MARKUS KRAH	EXECUTIVE DIRECTOR	35.00	Officer	$228,185	$37,966	$266,151
FRANK MECKLENBURG	DIRECTOR OF RESEARCH	35.00	Highest	$145,267	$13,748	$159,015
RENATE EVERS	DIRECTOR OF COLLECTIONS	35.00	Highest	$106,393	$10,370	$116,763
SALLY CARROLL	DIRECTOR OF FINANCE & ADMINISTRATION	35.00	Highest	$108,456	$12,990	$121,446
DAVID BROWN	DIRECTOR OF PUBLIC HISTORY	35.00	Highest	$100,143	$15,844	$115,987

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	$7,883,260	$4,006,431	$18,217,354	$3,876,829
2023	$5,627,236	$3,843,485	$16,301,121	$1,783,751
2022	$8,024,613	$3,554,583	$13,695,078	$4,470,030
2021	$4,933,816	$3,043,313	$10,322,648	$1,890,503
2020	$4,785,171	$2,988,886	$7,893,790	$1,796,285
2019	$3,814,266	$2,582,073	$5,420,477	$1,232,193
2018	$3,287,021	$2,875,878	$3,746,221	$411,143

LEO BAECK INSTITUTE INC