REFUAH HELPLINE INCDBA REFUAH RESOURCES (EIN 201820738) - 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

2004

Legal Domicile

Principal Officer

MORDECHAI Y BERMAN

Phone

7184377474

Tax Period

2023-01-01 to 2023-12-31

REFUAH HELPLINE INCDBA REFUAH RESOURCES, founded in 2004, is a community nonprofit in the Health Care sector that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $616K, a strong 26% operating margin.

Mission

REFUAH HELPLINE IS DEDICATED TO ASSISTING INDIVIDUALS FACING MEDICAL CHALLENGES.

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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 $2,196,291

Program Service Revenue $0

Investment Income $102,785

Other Revenue $35,219

TOTAL REVENUE $2,334,295

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $1,173,123

Fundraising Expenses $81,221

Program Expenses $1,499,289

Other Expenses $455,029

TOTAL EXPENSES $1,718,152

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,334,295	$2,474,317	-0.1%
Expenses	$1,718,152	$1,507,794	+0.1%
Net Income	$616,143	$966,523	-0.4%

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

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

$494,822

Total Directors

$494,822

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MORDECHAI Y BERMAN	President	60.00	Officer Director	$260,000	$234,822	$494,822
Simone Weinberger	DIRECTOR OF REFERR	40.00		$115,414	$38,000	$153,414
NOSSON SCHERMAN	Chairman	0.50	Officer Director	$0	$0	$0
ELIMELECH SAMUELS	Secretary	0.50	Officer Director	$0	$0	$0
YISROEL POLLACK	Board Member	0.50	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	$2,334,295	$1,718,152	$5,010,651	$616,143
2022	$2,474,317	$1,507,794	$4,361,153	$966,523
2021	$2,221,634	$1,151,545	$2,868,667	$1,070,089
2020	$1,384,101	$1,162,540	$1,894,574	$221,561
2019	$1,420,813	$1,065,250	$1,731,345	$355,563
2018	$1,376,455	$1,081,795	$1,192,281	$294,660
2018	$1,376,455	$1,081,795	$1,192,281	$294,660

REFUAH HELPLINE INCDBA REFUAH RESOURCES