TEMPLE BETH EL ENDOWMENT FOUNDATION

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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

1959

Legal Domicile

Principal Officer

SETH KATZMAN

Phone

6104353521

Tax Period

2024-01-01 to 2024-12-31

TEMPLE BETH EL ENDOWMENT FOUNDATION, founded in 1959, is a community nonprofit in the Religion sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 1514% from the prior year, signaling strong growth momentum. The organization ran a surplus of $985K, a strong 87% operating margin.

Mission

ESTABLISHED TO RECEIVE AND INVEST CONTRIBUTIONS FROM PERSONS AND ORGANIZATIONS AND PROVIDE FUNDS FOR RELIGIOUS, LITERARY OR EDUCATIONAL PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $130,000

CONTRIBUTIONS MADE TO TEMPLE BETH EL.

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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 $1,042,947

Program Service Revenue $0

Investment Income $85,024

Other Revenue $0

TOTAL REVENUE $1,127,971

Expense Breakdown

Grants Paid $130,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,000

Other Expenses $13,412

TOTAL EXPENSES $143,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,127,971	$69,872	+15.1%
Expenses	$143,412	$140,615	+0.0%
Net Income	$984,559	$-70,743	-14.9%

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
SETH KATZMAN	PESIDENT	5.00	Officer Director	$0	$0	$0
BRUCE REICH	TREASURER	5.00	Officer Director	$0	$0	$0
GREG HARRIS	BOARD MEMBER	5.00	Director	$0	$0	$0
JOEL WIENER	BOARD MEMBER	5.00	Director	$0	$0	$0
LORI AHDIEH	BOARD MEMBER	5.00	Director	$0	$0	$0
RANCE BLOCK	BOARD MEMBER	5.00	Director	$0	$0	$0
SANDRA FINE	BOARD MEMBER	5.00	Director	$0	$0	$0
RICK MAY	SECRETARY	5.00	Officer Director	$0	$0	$0
JAY NEEDLE	BOARD MEMBER	5.00	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	$1,127,971	$143,412	$4,034,300	$984,559
2023	$69,872	$140,615	$2,597,633	$-70,743
2022	$67,207	$110,908	$2,294,115	$-43,701
2021	$585,933	$116,419	$2,781,261	$469,514
2020	$71,975	$164,045	$2,444,289	$-92,070
2019	$111,410	$161,682	$2,505,678	$-50,272
2018	$108,124	$153,426	$2,292,286	$-45,302