South Mountain B'nai B'rith Jewish… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

HAROLD COLTON-MAX

Phone

9737312020

Tax Period

2024-01-01 to 2024-12-31

South Mountain B'nai B'rith Jewish Community Senior Citizen Housing Corp, founded in 1991, is a small nonprofit in the Human Services sector that reported $123K in total revenue in fiscal year 2024. The organization ran a surplus of $123K, a strong 100% operating margin.

Mission

TO SUPPORT SOUTH ORANGE B'NAI B'RITH FEDERATION HOUSE A RESIDENTIAL HOUSING PROJECT PRIMARILY FOR ELDERLY PERSONS OF LOW AND MODERATE INCOME HOUSING PURSUANT TO SECTION 8 OF U.S. HOUSING ACT OF 1937, AS AMENDED.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $45,000

TO SUPPORT OWN AND LEASE THE LAND ON WHICH THE SOUTH ORANGE B'NAI B'RITH FEDERATION HOUSE RESIDENTIAL HOUSING PROJECT FOR ELDERLY AND DISABLED PERSONS OF LOW AND MODERATE INCOME HOUSING PURSUANT TO...

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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 $45,000

Investment Income $77,554

Other Revenue $0

TOTAL REVENUE $122,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $36

TOTAL EXPENSES $36

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,554	$119,146	+0.0%
Expenses	$36	$194	-0.8%
Net Income	$122,518	$118,952	+0.0%

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

$753,824

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Colton-Max Harold	CHIEF EXECUTIVE OFFICER	47.0	Officer	$0	$42,786	$330,682
Wilbur Stacey L	COO	47.0	Officer	$0	$18,147	$212,667
Weiner Richard	CFO	47.0	Officer	$0	$8,167	$210,475
Brooks David	President	1.0	Officer Director	$0	$0	$0
Barber Paula	Vice President	1.0	Officer Director	$0	$0	$0
Leeb Seth A	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
Halperin Dr John	Secretary	1.0	Officer Director	$0	$0	$0
Raiken Adam	Treasurer	1.0	Officer Director	$0	$0	$0
Adler Miriam	Trustee	1.0	Director	$0	$0	$0
Berger Robert	Trustee	1.0	Director	$0	$0	$0
Berkowitz Saul	Trustee	1.0	Director	$0	$0	$0
Cohen Alan	Trustee/Former President	1.0	Director	$0	$0	$0
Francis Eric S	Trustee/Former President	1.0	Director	$0	$0	$0
Friedman William	Trustee	1.0	Director	$0	$0	$0
Fruchter Dennis	Trustee	1.0	Director	$0	$0	$0
Green Dr Cynthia	Trustee	1.0	Director	$0	$0	$0
Kalishman Martin	Trustee/Former President	1.0	Director	$0	$0	$0
Larson Sarah	Trustee	1.0	Director	$0	$0	$0
Leitner Robin	Trustee	1.0	Director	$0	$0	$0
Levy John F	Trustee	1.0	Director	$0	$0	$0
Loventhal Scott	Trustee/Former President	3.0	Director	$0	$0	$0
Marx Jason	Trustee	1.0	Director	$0	$0	$0
Meinhardt Ed	Trustee	1.0	Director	$0	$0	$0
Murnick Jay	Trustee/Former President	1.0	Director	$0	$0	$0
Neuer Jeremy	Trustee	1.0	Director	$0	$0	$0
Pepper Samuel	Trustee/Former President	1.0	Director	$0	$0	$0
Rabbino Bernard	Trustee	1.0	Director	$0	$0	$0
Ramsfelder Jamie	Trustee	1.0	Director	$0	$0	$0
Rice Jay	Trustee/Former President	1.0	Director	$0	$0	$0
Saltzman Brian	Trustee/Former President	1.0	Director	$0	$0	$0
Schechner Arthur	Trustee/Former President	1.0	Director	$0	$0	$0
Sebold Pat	Trustee	1.0	Director	$0	$0	$0
Tycher Marshall	Trustee	1.0	Director	$0	$0	$0
Wolfe David	Trustee	1.0	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	$122,554	$36	$3,896,039	$122,518
2023	$119,146	$194	$3,773,576	$118,952
2022	$115,832	$235	$3,696,934	$115,597
2021	$115,655	$4,919	$3,581,395	$110,736
2020	$106,072	No data	$3,474,020	No data
2019	$5,067,695	$1,362,539	$3,302,934	$3,705,156
2018	$1,129,989	$1,068,123	$3,952,070	$61,866

South Mountain B'nai B'rith Jewish Community Senior Citizen Housing Corp