Beit Olam of Contra Costa Inc (EIN 208361924) - 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

2008

Legal Domicile

Principal Officer

Elizabeth Orlin

Phone

4159213636

Tax Period

2023-01-01 to 2023-12-31

Beit Olam of Contra Costa Inc, founded in 2008, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. The organization ran a surplus of $199K, a strong 20% operating margin.

Mission

TO DEVELOP AND OPERATE A JEWISH CEMETERY.

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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 $530

Program Service Revenue $326,200

Investment Income $55,037

Other Revenue $621,678

TOTAL REVENUE $1,003,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $724,073

Other Expenses $804,921

TOTAL EXPENSES $804,921

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,003,445	$1,027,426	0.0%
Expenses	$804,921	$771,887	+0.0%
Net Income	$198,524	$255,539	-0.2%

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

Total Directors

$291,487

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID NISSIM	PRESIDENT	2.00	Officer Director	$0	$0	$0
GARY FREEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
STEVEN WEINZIMMER	SECRETARY	1.00	Officer Director	$0	$0	$0
SAMUEL J SALKIN	Assistant Secretary	0.50	Director	$0	$0	$220,129
EFI LUBLINER	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN R LOWENTHAL ESQ	DIRECTOR	0.50	Director	$0	$0	$0
TAMAR FENDEL	DIRECTOR	0.50	Director	$0	$0	$0
Elizabeth Orlin	Executive Director	0.50	Director	$0	$0	$71,358

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	$1,003,445	$804,921	$9,374,994	$198,524
2022	$1,027,426	$771,887	$8,321,163	$255,539
2021	$1,365,073	$742,356	$8,640,513	$622,717
2020	$879,160	$656,025	$7,890,467	$223,135
2019	$2,705,231	$599,312	$7,354,934	$2,105,919
2018	$750,146	$562,029	$5,085,891	$188,117

Beit Olam of Contra Costa Inc