CONGREGATION OHAV SHOLOM HOUSING DEVELOPMENT FUND CO INC (EIN 237219737) - 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

1972

Legal Domicile

Principal Officer

MARC BERLINSKY

Phone

5184895531

Tax Period

2022-06-01 to 2023-05-31

CONGREGATION OHAV SHOLOM HOUSING DEVELOPMENT FUND CO INC, founded in 1972, is a micro nonprofit in the Housing & Shelter sector that reported $98K in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $34K, a strong 35% operating margin.

Mission

PROVIDE AFFORDABLE HOUSING TO ELDERLY

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $33,628

Other Revenue $64,114

TOTAL REVENUE $97,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $63,820

TOTAL EXPENSES $63,820

Year-over-Year Comparison

	2022	2021	Change
Revenue	$97,742	$119,415	-0.2%
Expenses	$63,820	$62,864	+0.0%
Net Income	$33,922	$56,551	-0.4%

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
MARC BERLINSKY	PRESIDENT	N/A	Officer Director	$0	$0	$0
LISA GALLY	DIRECTOR	N/A	Director	$0	$0	$0
SOL GOLDSTEIN	DIRECTOR	N/A	Director	$0	$0	$0
WALTER GREENBERG	DIRECTOR	N/A	Director	$0	$0	$0
STEPHEN LEVY	TREASURER	N/A	Officer Director	$0	$0	$0
MARC NEWMAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JEAN ROSENTHAL	DIRECTOR	N/A	Director	$0	$0	$0
DANIEL SANDERS	DIRECTOR	N/A	Director	$0	$0	$0
DOUGLAS SCHWARTZ	DIRECTOR	N/A	Director	$0	$0	$0
BESS WADLER	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD WEISZ	SECRETARY	N/A	Officer 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
2023	$97,742	$63,820	$4,172,939	$33,922
2022	$119,415	$62,864	$4,171,753	$56,551
2021	$130,795	$67,061	$4,213,977	$63,734
2020	$76,728	$58,817	$3,949,847	$17,911
2019	$91,056	$61,199	$3,922,571	$29,857
2018	$92,102	$138,721	$3,910,438	$-46,619

CONGREGATION OHAV SHOLOM HOUSING DEVELOPMENT FUND CO INC