TEMPLE ISRAEL TRUST (EIN 237215417) - 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

1920

Legal Domicile

Principal Officer

ANNE RASMUSSEN

Phone

6123778680

Tax Period

2023-07-01 to 2024-06-30

TEMPLE ISRAEL TRUST, founded in 1920, is a micro nonprofit that reported $11K in total revenue in fiscal year 2023. Revenue surged 262% from the prior year, signaling strong growth momentum. Expenses of $46K exceeded revenue, resulting in a 325% operating deficit.

Mission

TO SUPPORT THE OPERATIONS OF THE TEMPLE ISRAEL CEMETERY.

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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 $10,802

Other Revenue $0

TOTAL REVENUE $10,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,915

Other Expenses $45,915

TOTAL EXPENSES $45,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,802	$2,984	+2.6%
Expenses	$45,915	$44,054	+0.0%
Net Income	$-35,113	$-41,070	-0.1%

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
ANTHONY SUSSMAN	PRESIDENT	0.50	Officer Director	$0	$0	$0
TOM HOFFMAN	IMMEDIATE PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
ANNE STANFIELD	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
SHANI GRABER	TREASURER	0.50	Officer Director	$0	$0	$0
STEVE LISS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ANNE RASMUSSEN	COO/CFO	2.00	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	No data	No data	No data	No data
2024	$10,802	$45,915	$642,814	$-35,113
2023	$2,984	$44,054	$675,920	$-41,070
2022	$1,924	$44,769	$842,247	$-42,845
2021	$123,784	$41,783	$829,657	$82,001
2020	$72,691	$42,712	$675,769	$29,979
2019	$20,560	$42,455	$855,475	$-21,895

TEMPLE ISRAEL TRUST