BET TZEDEK (EIN 237304205) - 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

1973

Legal Domicile

Principal Officer

NORMAN BULLOCK

Phone

3235495834

Tax Period

2023-09-01 to 2024-08-31

BET TZEDEK, founded in 1973, is a mid-sized nonprofit that reported $20.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $18.7M left a modest 7% surplus.

Mission

PROVIDING FREE LEGAL SERVICES TO THOSE WHO NEED THEM MOST.

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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 $19,758,026

Program Service Revenue $9,718

Investment Income $633,929

Other Revenue $-290,994

TOTAL REVENUE $20,110,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,126,549

Fundraising Expenses $881,751

Program Expenses $15,433,484

Other Expenses $4,600,675

TOTAL EXPENSES $18,727,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,110,679	$18,203,140	+0.1%
Expenses	$18,727,224	$17,048,169	+0.1%
Net Income	$1,383,455	$1,154,971	+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

139

Volunteers

1275

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

$487,628

Total Directors

Key Employees

$624,905

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIEGO J CARTAGENA	CEO	40.00	Officer	$252,276	$18,746	$271,022
LAURA L NELSON	CFO	40.00	Officer	$199,004	$17,602	$216,606
VINCENT CUMMINGS	VP OF EXTERNAL AFFAIRS	40.00	Key Emp	$203,791	$21,231	$225,022
LAKESH M BAKER	VP OF HUMAN RESOURCES	40.00	Key Emp	$188,484	$24,135	$212,619
TZUNG-LIN FU	VP OF LEGAL PROGRAMS	40.00	Key Emp	$166,320	$20,944	$187,264
ERIKSON R ALBRECHT	DIRECTING ATTORNEY	40.00	Highest	$138,275	$23,717	$161,992
GIGI Y-CO M LAM	DIRECTING ATTORNEY (THRU 01/24)	40.00	Highest	$134,908	$18,706	$153,614
NARVAEZ NADIA SEGURA	DIRECTING ATTORNEY	40.00	Highest	$131,115	$9,002	$140,117
MATTHEW DECAROLIS	ATTORNEY III	40.00	Highest	$129,268	$6,356	$135,624
APRIL L CAIRES	DIRECTOR OF INSITUTIONAL GIVING	40.00	Highest	$128,206	$13,265	$141,471
SAMANTHA L MILLMAN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LINDA M BURROW	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT PACKMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
G CARLA AXELROD	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW D BENEDETTO	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR H BILGER	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL BROWN	DIRECTOR (THRU 05/24)	1.00	Director	$0	$0	$0
JENNIFER L BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
ALISHA C BURGIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE LC CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY K CHEMERINSKY	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR DE LA CRUZ	DIRECTOR	1.00	Director	$0	$0	$0
YOUSUF I DHAMEE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE E ELLICE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A FIRESTEIN	DIRECTOR	1.00	Director	$0	$0	$0
HON TERRY B FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY M GOLD	DIRECTOR	1.00	Director	$0	$0	$0
GORDON A GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
REX HEINKE	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY D HELMER	DIRECTOR	1.00	Director	$0	$0	$0
SEAN W JAQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD B JONES	DIRECTOR	1.00	Director	$0	$0	$0
MOEZ M KABA	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY H KINRICH	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE H KU	DIRECTOR	1.00	Director	$0	$0	$0
TARIFA B LADDON	DIRECTOR	1.00	Director	$0	$0	$0
LUIS LAINER	DIRECTOR	1.00	Director	$0	$0	$0
STANLEY W LEVY	DIRECTOR	1.00	Director	$0	$0	$0
JASON D LINDER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LY	DIRECTOR	1.00	Director	$0	$0	$0
NEAL R MARDER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN S MARKS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MAYER	DIRECTOR	1.00	Director	$0	$0	$0
TORREY J MCCLARY	DIRECTOR	1.00	Director	$0	$0	$0
BYRON MCLAIN	DIRECTOR (THRU 09/23)	1.00	Director	$0	$0	$0
FRANK E MELTON	DIRECTOR	1.00	Director	$0	$0	$0
ALEX MENENBERG	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MICHAELSON	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH S MILLMAN	DIRECTOR	1.00	Director	$0	$0	$0
ARIEL A NEUMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMY E PROCTOR	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER L RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
REY M RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER S ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
ERIN C ROTGIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J SCHINDLER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT M SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL L SHALLMAN	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY M SILBERFELD	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW E SLOAN	DIRECTOR	1.00	Director	$0	$0	$0
GLENN A SONNENBERG	DIRECTOR	1.00	Director	$0	$0	$0
BENNETT L SPIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT STEMP	DIRECTOR	1.00	Director	$0	$0	$0
LAURA A STOLL	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN TODD	DIRECTOR	1.00	Director	$0	$0	$0
ADAM S UMANOFF	DIRECTOR	1.00	Director	$0	$0	$0
LEAH E WEIL	DIRECTOR	1.00	Director	$0	$0	$0
ALEX M WEINGARTEN	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE WILSON	DIRECTOR (THRU 12/23)	1.00	Director	$0	$0	$0
RYAN K YAGURA	DIRECTOR	1.00	Director	$0	$0	$0
SAM S YEBRI	DIRECTOR	1.00	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	$20,110,679	$18,727,224	$30,228,552	$1,383,455
2023	$18,203,140	$17,048,169	$27,531,507	$1,154,971
2022	$14,946,367	$13,872,707	$20,270,766	$1,073,660
2021	$14,183,587	$12,842,006	$20,991,806	$1,341,581
2020	$13,692,611	$10,677,758	$18,393,417	$3,014,853
2019	$11,263,966	$9,678,547	$14,551,228	$1,585,419
2018	$9,403,145	$8,177,147	$12,476,961	$1,225,998

BET TZEDEK