UBOCHARTO BACHAIM FUNDS INC (EIN 222913463) - 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

1988

Legal Domicile

Principal Officer

LEIBIS MORGENSTERN

Phone

2128698444

Tax Period

2024-06-01 to 2025-05-31

UBOCHARTO BACHAIM FUNDS INC, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $201K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $365K exceeded revenue, resulting in a 81% operating deficit.

Mission

TO HELP SUPPORT CHARITABLE ORGANIZATIONS

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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 $201,226

Other Revenue $0

TOTAL REVENUE $201,226

Expense Breakdown

Grants Paid $361,940

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $361,940

Other Expenses $3,085

TOTAL EXPENSES $365,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,226	$226,762	-0.1%
Expenses	$365,025	$362,955	+0.0%
Net Income	$-163,799	$-136,193	+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

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	Role	Reportable Comp	Other Comp	Total
MORDECHAI TESSLER	PRESIDENT	Officer	$0	$0	$0
LEIBIS MORGENSTERN	TREASURER	Officer	$0	$0	$0
ABRAHAM NUSSENZWEIG	VICE PRESIDENT	Officer	$0	$0	$0
ELY MOSKOVITCH	SECRETARY	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	$201,226	$365,025	$3,018,478	$-163,799
2024	$226,762	$362,955	$3,250,909	$-136,193
2023	$225,022	$197,455	$3,170,206	$27,567
2022	$237,227	$285,585	$3,588,647	$-48,358
2021	$230,139	$461,944	$4,095,533	$-231,805
2020	$271,642	$472,600	$3,990,976	$-200,958
2019	$279,274	$549,622	$4,355,789	$-270,348

UBOCHARTO BACHAIM FUNDS INC