TEMPLE B'RITH KODESH FOUNDATION

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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

2006

Legal Domicile

Principal Officer

JUDITH BULIN

Phone

5852447060

Tax Period

2024-07-01 to 2025-06-30

TEMPLE B'RITH KODESH FOUNDATION, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 904% from the prior year, signaling strong growth momentum. The organization ran a surplus of $557K, a strong 46% operating margin.

Mission

THE TEMPLE B'RITH KODESH FOUNDATION (TBK FOUNDATION) WILL:1. DEVELOP THE TBK FOUNDATION AS THE PERMANENT BASE OF FINANCIAL SUPPORT FOR THE CONGREGATION2. ENCOURAGE, PROMOTE AND SOLICIT GIFTS AND BEQUESTS THAT ENSURE, AUGMENT, STRENGTHEN AND FORTIFY THE CONGREGATION RESOURCES; AND3. EDUCATE OUR CONGREGANTS ON THE ROLE OF CHARITABLE GIVING IN FINANCIAL AND ESTATE PLANNING, AND TO ASSIST THEM IN ACHIEVING THEIR CONGREGATIONAL AND JEWISH COMMUNAL PHILANTHROPIC GOALS IN THE MOST TAX-ADVANTAGED MANNER.4. POSITION THE TBK FOUNDATION AND ITS MISSION ON AN EQUAL PLANE WITH OTHER WORTHWHILE INSTITUTIONS.THE TBK FOUNDATION WILL SERVE AS THE FINANCIAL BEDROCK FOR THE CONGREGATION AND, THROUGH INDIVIDUAL AND FAMILY PHILANTHROPY AT ALL LEVELS OF COMMITMENT, HELP LINK OUR RICH AND ILLUSTRIOUS HERITAGE TO A VIBRANT AND PROMISING FUTURE.

Program Service Accomplishments

Program 1

Expenses: $647,229

TO SUPPORT THE MISSION OF TEMPLE B'RITH KODESH BY PROVIDING UNRESTRICTED SUPPORT FOR OPERATING EXPENSES.

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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 $570,328

Program Service Revenue $0

Investment Income $649,797

Other Revenue $0

TOTAL REVENUE $1,220,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $647,229

Other Expenses $16,513

TOTAL EXPENSES $663,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,220,125	$121,584	+9.0%
Expenses	$663,425	$158,023	+3.2%
Net Income	$556,700	$-36,439	-16.3%

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

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

$111,004

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK GOLDSTEIN	TREASURER	0.25	Officer Director	$0	$0	$0
SAM NAROTSKY	DIRECTOR	0.25	Director	$0	$0	$0
BARRY GILBERT	DIRECTOR	0.50	Director	$0	$0	$0
MARVIN WOLK	VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
HOWARD GROSSMAN	DIRECTOR	0.25	Director	$0	$0	$0
JUDITH BULIN	CHAIRMAN	0.25	Officer Director	$0	$0	$0
MONICA GURELL	DIRECTOR	0.25	Director	$0	$0	$0
MORRIE WEINSTEIN	DIRECTOR	0.25	Director	$0	$0	$0
LINDA LOWENSTEIN	DIRECTOR	0.25	Director	$0	$0	$0
SUE LOCOCO	SECRETARY	0.25	Officer Director	$0	$0	$0
CLARA SANGUINETTI	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL YUDELSON	EXECUTIVE DIRECTOR	2.00	Officer	$0	$24,585	$111,004

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
2025	$1,220,125	$663,425	$3,219,242	$556,700
2024	$121,584	$158,023	$2,974,720	$-36,439
2023	$151,828	$131,486	$2,768,965	$20,342
2022	$126,221	$248,426	$2,584,202	$-122,205
2021	$88,020	$55,706	$3,122,096	$32,314
2020	$77,617	$102,258	$2,583,681	$-24,641
2019	$88,464	$88,887	$2,607,073	$-423
2018	$508,897	$119,521	$2,607,842	$389,376