ROSE & IL GOLDMAN TRUST C/O SUSAN CARSON

EIN: 237313591 501(c)(3)

NORTH AURORA, IL

Total Revenue
$33,153
Total Expenses
$36,144
Total Assets
$668,552
Net Assets
$668,552
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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
1971
Legal Domicile
IL
Principal Officer
SUSAN CARSON
Phone
6308966110
Tax Period
2024-01-01 to 2024-12-31

ROSE & IL GOLDMAN TRUST C/O SUSAN CARSON, founded in 1971, is a micro nonprofit that reported $33K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Net assets of $669K represent 242 months of operating reserves.

Mission

TO SUPPORT TEMPLE B'NAI ISRAEL.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $33,153
Other Revenue $0
TOTAL REVENUE $33,153

Expense Breakdown

Grants Paid $28,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $36,144
Other Expenses $8,144
TOTAL EXPENSES $36,144

Year-over-Year Comparison

2024 2023 Change
Revenue $33,153 $24,712 +0.3%
Expenses $36,144 $26,756 +0.4%
Net Income $-2,991 $-2,044 +0.5%
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

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Governance

Voting Members
3
Independent Members
3
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN CARSON DIRECTOR 0.00
Director
$0 $0 $0
STEVEN PESKIND DIRECTOR 0.00
Director
$0 $0 $0
ED BART DIRECTOR 0.00
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 $33,153 $36,144 $668,552 $-2,991
2023 $24,712 $26,756 $677,960 $-2,044
2022 $30,493 $27,402 $679,951 $3,091
2021 $13,715 $31,429 $674,635 $-17,714
2020 $28,236 $15,758 $707,022 $12,478
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