PEF ISRAEL ENDOWMENT FUNDS INC (EIN 136104086) - 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

1922

Legal Domicile

Principal Officer

GEOFFREY STERN

Phone

2125991260

Tax Period

2023-12-01 to 2024-11-30

PEF ISRAEL ENDOWMENT FUNDS INC, founded in 1922, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $266.7M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

THE PURPOSES OF THIS CORPORATION ARE TO PROVIDE RELIEF FOR, AND TO MINISTER TO THE PHYSICAL WELL-BEING OF NEEDY PERSONS IN ISRAEL; TO SUPPORT AND MAINTAIN PUBLIC HOSPITALS, CLINICS, TO RELIEVE SICKNESS AND DISTRESS, AND TO PREVENT PLAGUE AND DISEASE IN ISRAEL; TO SUPPORT AND MAINTAIN THE HEBREW UNIVERSITY AND OTHER EDUCATIONAL AND RELIGIOUS INSITUTIONS IN THE HOLY LAND AND TO PROMOTE SCIENTIFIC RESEARCH THEREIN. IT SHALL BE WITHIN THE PURPOSE OF THIS CORPORATION TO USE AS MEANS TO THE ABOVE PURPOSES, RESEARCH, PUBLICATION, THE ESTABLISHMENT AND MAINTENANCE OF CHARITABLE, RELIGIOUS AND PUBLIC EDUCATION ACTIVITES, AGENCIES AND INSTITUTIONS AND THE AID OF ANY SUCH ACTIVITIES, AGENCIES AND INSTITUTIONS ALREADY ESTABLISHED.

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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 $256,388,176

Program Service Revenue $0

Investment Income $10,294,445

Other Revenue $15,329

TOTAL REVENUE $266,697,950

Expense Breakdown

Grants Paid $262,534,440

Salaries & Benefits $679,286

Fundraising Expenses $21,726

Program Expenses $263,008,534

Other Expenses $2,253,380

TOTAL EXPENSES $265,467,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,697,950	$289,472,187	-0.1%
Expenses	$265,467,106	$284,561,548	-0.1%
Net Income	$1,230,844	$4,910,639	-0.7%

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

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
ERNEST BIAL	TRUSTEE	0.00	Director	$0	$0	$0
STEPHAN BRUMBERG	TRUSTEE	0.50	Director	$0	$0	$0
JOSEPH CIECHANOVER	TRUSTEE	0.00	Director	$0	$0	$0
CHAIM EDELSTEIN	TRUSTEE	0.00	Director	$0	$0	$0
THOMAS J FLEISCH	VICE PRESIDENT/TRUSTEE	0.00	Officer Director	$0	$0	$0
ELI S GARBER	ASST. TREASURER/TRUSTEE	0.50	Officer Director	$0	$0	$0
SIMON GLICK	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT GOTTESMAN	TRUSTEE	0.00	Director	$0	$0	$0
ETHAN GROSSMAN	TRUSTEE	0.00	Director	$0	$0	$0
PAUL J ISAAC	TREASURER/TRUSTEE	10.00	Officer Director	$0	$0	$0
MICHAEL G JESSELSON	TRUSTEE	0.00	Director	$0	$0	$0
DAVID S LOBEL	TRUSTEE	0.00	Director	$0	$0	$0
ANDREW MEYERS	TRUSTEE	0.50	Officer Director	$0	$0	$0
SHARON LIBERMAN MINTZ	VICE PRESIDENT/TRUSTEE	0.50	Officer Director	$0	$0	$0
HEIDI ROTHBERG	TRUSTEE	0.00	Director	$0	$0	$0
MEL SCULT	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT M SELTZER	TRUSTEE	0.00	Director	$0	$0	$0
BURT A SOLOMON	TRUSTEE	0.50	Director	$0	$0	$0
GEOFFREY STERN	PRESIDENT/TRUSTEE	25.00	Officer Director	$0	$0	$0
DR STEVEN UNGERLEIDER	TRUSTEE	0.00	Director	$0	$0	$0
MARK I BANE	TRUSTEE	0.00	Director	$0	$0	$0
JOE ROSEN	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL DOPPELT	TRUSTEE	0.00	Director	$0	$0	$0
RAFI MUSHER	SECRETARY/TRUSTEE	0.50	Officer Director	$0	$0	$0
ARIELLA RAVIV	TRUSTEE	0.00	Director	$0	$0	$0
CRISTINA NOBLE	DIRECTOR OF OPERATIONS	40.00	Highest	$185,481	$14,705	$200,186
MARY EBNER	COMPTROLLER	40.00	Highest	$180,193	$11,717	$191,910

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	$266,697,950	$265,467,106	$209,481,268	$1,230,844
2023	$289,472,187	$284,561,548	$184,627,185	$4,910,639
2022	$178,783,628	$167,223,233	$176,286,241	$11,560,395
2021	$172,516,755	$177,009,607	$174,306,621	$-4,492,852
2020	$155,994,214	$157,987,440	$161,480,500	$-1,993,226
2019	$122,306,194	$138,315,920	$157,532,911	$-16,009,726
2018	$102,424,131	$102,845,359	$165,918,854	$-421,228

PEF ISRAEL ENDOWMENT FUNDS INC