URI L'TZEDEK INC (EIN 263274502) - 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

RABBI SHAWN YANKLOWITZ

Phone

6024453112

Tax Period

2023-09-01 to 2024-08-31

URI L'TZEDEK INC, founded in 2008, is a small nonprofit in the Religion sector that reported $670K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $415K, a strong 62% operating margin.

Mission

URI L'TZEDEK INC. IS AN ORTHODOX SOCIAL JUSTICE ORGANIZATION.

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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 $499,516

Program Service Revenue $129,409

Investment Income $40,793

Other Revenue $367

TOTAL REVENUE $670,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,588

Fundraising Expenses $287

Program Expenses $204,268

Other Expenses $129,659

TOTAL EXPENSES $255,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$670,085	$726,684	-0.1%
Expenses	$255,247	$214,850	+0.2%
Net Income	$414,838	$511,834	-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

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

$93,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DINA NAJMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN GOTTLIEB-LOCKSHIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEVIN MAIMON VILLARREAL	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN YANKLOWITZ	PRESIDENT / CHAIRMAN	35.00	Officer	$93,333	$0	$93,333
EVAN FARBER	TREASURER	2.00	Officer	$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	$670,085	$255,247	$1,190,696	$414,838
2023	$726,684	$214,850	$773,052	$511,834
2022	$203,345	$154,923	$262,007	$48,422

URI L'TZEDEK INC