TEMPLE BETH AVODAH ENDOWMENT TRUST (EIN 222784286) - 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

1986

Legal Domicile

Principal Officer

CAROLE RODENSTEIN

Phone

6175270045

Tax Period

2023-01-01 to 2023-12-31

TEMPLE BETH AVODAH ENDOWMENT TRUST, founded in 1986, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $50K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $110K exceeded revenue, resulting in a 117% operating deficit.

Mission

THE ORGANIZATION EXISTS TO SUPPLEMENT CHARITABLE PURPOSES OF A SYNAGOGUE FUNDED ENTIRELY BY MEMBER CONTRIBUTIONS.

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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 $0

Program Service Revenue $0

Investment Income $45,965

Other Revenue $4,483

TOTAL REVENUE $50,448

Expense Breakdown

Grants Paid $76,143

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,143

Other Expenses $33,461

TOTAL EXPENSES $109,604

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,448	$192,116	-0.7%
Expenses	$109,604	$105,212	+0.0%
Net Income	$-59,156	$86,904	-1.7%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BAMEL	CHAIR	1.00	Director	$0	$0	$0
TOM COLEMAN	TRUSTEE	0.03	Director	$0	$0	$0
ADAM DECTER	TRUSTEE	0.03	Director	$0	$0	$0
MATT BOTEIN	TRUSTEE	0.03	Director	$0	$0	$0
JAMES NAHIRNY	TRUSTEE	0.03	Director	$0	$0	$0
ROBERT ZUKER	TRUSTEE	0.03	Director	$0	$0	$0
CAROLE RODENSTEIN	TRUSTEE	0.03	Director	$0	$0	$0
DAVID COHEN	TRUSTEE	0.03	Director	$0	$0	$0
RACHEL WHITE	TRUSTEE	0.03	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	$50,448	$109,604	$3,444,024	$-59,156
2022	$192,116	$105,212	$3,503,180	$86,904
2021	$151,649	$105,804	$3,416,276	$45,845
2020	$88,613	$109,771	$2,347,441	$-21,158
2019	$144,969	$116,498	$2,462,234	$28,471
2018	$125,680	$100,586	$2,464,382	$25,094

TEMPLE BETH AVODAH ENDOWMENT TRUST