TAMID ISRAEL INVESTMENT GROUP LTD (EIN 270546893) - 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

2009

Legal Domicile

Principal Officer

NATHAN GILSON

Phone

6163202486

Tax Period

2023-09-01 to 2024-08-31

TAMID ISRAEL INVESTMENT GROUP LTD, founded in 2009, is a community nonprofit in the Youth Development sector that reported $3.5M in total revenue in fiscal year 2023. Expenses of $3.3M left a modest 6% surplus.

Mission

SEE PART III, LINE 1.

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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 $3,219,936

Program Service Revenue $217,104

Investment Income $48,336

Other Revenue $22,683

TOTAL REVENUE $3,508,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,432,092

Fundraising Expenses $512,325

Program Expenses $2,210,817

Other Expenses $1,854,966

TOTAL EXPENSES $3,287,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,508,059	$3,671,135	0.0%
Expenses	$3,287,058	$4,353,063	-0.2%
Net Income	$221,001	$-681,928	-1.3%

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

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

$336,382

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAX HELLER	DIRECTOR UNTIL 01/2024, THEN CHAIR	2.00	Officer Director	$0	$0	$0
DIANA TAPPER	TREASURER	2.00	Officer Director	$0	$0	$0
EMILY SHARKO	SECRETARY	2.00	Officer Director	$0	$0	$0
VICTORIA BENAROYA	DIRECTOR UNTIL 01/2024	2.00	Director	$0	$0	$0
YASHA BRUDNO	DIRECTOR UNTIL 01/2024	2.00	Director	$0	$0	$0
MILES KUHN	DIRECTOR AS OF 02/2024	2.00	Director	$0	$0	$0
JACOB NER-DAVID	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES RIBAKOFF	DIRECTOR AS OF 10/2023	2.00	Director	$0	$0	$0
SANDY RUBENSTEIN	DIRECTOR UNTIL 01/2024	2.00	Director	$0	$0	$0
SHAWNA SLIWOWICZ	DIRECTOR AS OF 02/2024	2.00	Director	$0	$0	$0
PERRY STEINER	DIRECTOR AS OF 01/2024	2.00	Director	$0	$0	$0
JONAH HEILMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$162,411	$19,457	$181,868
NATHAN GILSON	COO (ACTING CEO, OCT 2023-FEB 2024)	40.00	Officer	$135,567	$18,947	$154,514
RACHEL PHILIPSON	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$135,490	$16,707	$152,197
ALEC DEER	SENIOR DIRECTOR OF STRATEGIC GIFTS	40.00	Highest	$101,625	$12,530	$114,155

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	$3,508,059	$3,287,058	$2,138,612	$221,001
2023	$3,671,135	$4,353,063	$2,024,053	$-681,928
2022	$4,878,680	$3,812,917	$2,462,735	$1,065,763
2021	$3,123,677	$2,886,893	$1,648,528	$236,784
2020	$2,713,084	$2,212,795	$1,432,851	$500,289
2019	$3,116,188	$3,394,786	$513,532	$-278,598

TAMID ISRAEL INVESTMENT GROUP LTD