ADATH ISRAEL CAPITAL FUND (EIN 222401420) - 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

1981

Legal Domicile

Principal Officer

David Shaw

Phone

2158033265

Tax Period

2024-07-01 to 2025-06-30

ADATH ISRAEL CAPITAL FUND, founded in 1981, is a micro nonprofit that reported $29K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $34K exceeded revenue, resulting in a 18% operating deficit.

Mission

The Adath Israel Capital Fund serves exclusively to assist Adath Israel Congregation of Lawrenceville, NJ in meeting its financial needs related to the physical plant and buildings. This is done using income from investments following an investment policy and guided by Trust Document. The capital fund maintains no employees or contractors and strives to avoid all expenses in order to maximize its benefit. Since the Trust-mandated floor for disbursements was reached, the Adath Israel Capital Fund has contributed more than $275,000 to Adath Israel Congregation.

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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 $0

Program Service Revenue $0

Investment Income $28,815

Other Revenue $0

TOTAL REVENUE $28,815

Expense Breakdown

Grants Paid $34,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,000

Other Expenses $36

TOTAL EXPENSES $34,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,815	$33,795	-0.1%
Expenses	$34,036	$21,036	+0.6%
Net Income	$-5,221	$12,759	-1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Goldfus	Trustee	0.25	Director	$0	$0	$0
Cheryl Gorski	Trustee	0.25	Director	$0	$0	$0
Abe Abramovich	Trustee	0.25	Director	$0	$0	$0
Daniel Brucker	Trustee	0.25	Director	$0	$0	$0
David Shaw	President	1	Officer	$0	$0	$0
Scott Berger	Treasurer	1	Officer	$0	$0	$0
Bruce Kaplan	Secretary	0.25	Officer	$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
2025	$28,815	$34,036	$1,335,211	$-5,221
2024	$33,795	$21,036	$1,255,891	$12,759
2023	$94,298	No data	$1,135,291	No data
2022	$12,546	$26,185	$1,040,993	$-13,639
2021	$97,197	$20,750	$1,154,387	$76,447

ADATH ISRAEL CAPITAL FUND