TBS Endowment Fund Inc (EIN 261421638) - 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

2008

Legal Domicile

Phone

9419558121

Tax Period

2024-01-01 to 2024-12-31

TBS Endowment Fund Inc, founded in 2008, is a micro nonprofit in the Religion sector that reported $67K in total revenue in fiscal year 2024. The organization ran a surplus of $22K, a strong 33% operating margin.

Mission

Provide support and continuity for Temple Beth Sholom, a Conservative Jewish synagogue operating in Sarasota, FL

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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 $18,831

Program Service Revenue $0

Investment Income $48,136

Other Revenue $0

TOTAL REVENUE $66,967

Expense Breakdown

Grants Paid $37,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,500

Other Expenses $7,367

TOTAL EXPENSES $44,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,967	$68,003	0.0%
Expenses	$44,867	$6,452	+6.0%
Net Income	$22,100	$61,551	-0.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Kenneth Hurwitz	President	Director	$0	$0	$0
Debbie Haspel	Director	Director	$0	$0	$0
Richard Berman	Vice President	Director	$0	$0	$0
Rob Katz	Director	Director	$0	$0	$0
David Chaifetz	Treasurer	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	$66,967	$44,867	$1,773,821	$22,100
2023	$68,003	$6,452	$1,596,858	$61,551
2022	$9,539	$6,115	$1,429,076	$3,424
2021	$402,823	$6,081	$1,609,472	$396,742
2020	$211,914	$3,998	$1,303,203	$207,916
2019	$443,355	$12,072	$1,008,973	$431,283
2018	$28,841	$1,541	$560,659	$27,300

TBS Endowment Fund Inc