ALEF FUND INC (EIN 262919210) - 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

Principal Officer

TIM HEMPHILL

Phone

4048701635

Tax Period

2023-07-01 to 2024-04-30

ALEF FUND INC, founded in 2008, is a micro nonprofit that reported $395 in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $534K exceeded revenue, resulting in a 135016% operating deficit.

Mission

PROVIDING SCHOLARSHIPS TO QUALIFYING STUDENTS OF ATLANTA AREA JEWISH SCHOOLS

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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 $395

Other Revenue $0

TOTAL REVENUE $395

Expense Breakdown

Grants Paid $514,277

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $514,277

Other Expenses $19,431

TOTAL EXPENSES $533,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395	$6,190,879	-1.0%
Expenses	$533,708	$5,979,085	-0.9%
Net Income	$-533,313	$211,794	-3.5%

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

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

$63,502

Total Directors

$63,502

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE WYATT	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
DAVID LEVITAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RACHEL ROSNER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$63,502
STEVE SKOR	DIRECTOR	1.00	Director	$0	$0	$0
TODD KORANSKY	DIRECTOR	1.00	Director	$0	$0	$0
JASON TESSLER	DIRECTOR	1.00	Director	$0	$0	$0
MARCI JOEL	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY BERRY	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	$395	$533,708	No data	$-533,313
2023	$6,190,879	$5,979,085	$10,252,828	$211,794
2022	$6,194,898	$6,280,113	$10,107,377	$-85,215
2021	$5,465,545	$5,436,295	$8,925,484	$29,250
2020	$5,747,313	$5,669,432	$8,729,658	$77,881
2019	$6,233,408	$6,173,792	$8,025,637	$59,616
2018	$3,733,955	$3,709,186	$6,203,159	$24,769

ALEF FUND INC