TEMPLE EMANUEL RABBI WARREN G STONE RABBINIC ENDOWMENT FUND INC (EIN 272146569) - 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

2010

Legal Domicile

Principal Officer

Jonathan G Harris

Phone

3019422000

Tax Period

2024-07-01 to 2025-06-30

TEMPLE EMANUEL RABBI WARREN G STONE RABBINIC ENDOWMENT FUND INC, founded in 2010, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $66K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $36K, a strong 55% operating margin.

Mission

To fund the salary and related expenses for a Rabbi at Temple Emanuel

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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 $2,494

Program Service Revenue $0

Investment Income $59,061

Other Revenue $4,650

TOTAL REVENUE $66,205

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $0

Fundraising Expenses $1,483

Program Expenses $26,000

Other Expenses $3,785

TOTAL EXPENSES $29,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,205	$74,403	-0.1%
Expenses	$29,785	$30,748	0.0%
Net Income	$36,420	$43,655	-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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ken Levy	Board Member	1	Director	$0	$0	$0
Andrew Stravisky	Temple President	1	Director	$0	$0	$0
Jonathan Harris	Treasurer	1	Officer	$0	$0	$0
Dian Seidel	Secretary	1	Officer	$0	$0	$0
Bill Epstein	Chair	1	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
2025	$66,205	$29,785	$1,125,880	$36,420
2024	$74,403	$30,748	$1,080,066	$43,655
2023	$58,240	$30,018	$974,540	$28,222
2022	$63,251	$4,089	$946,246	$59,162
2021	$70,187	$45,435	$1,003,623	$24,752

TEMPLE EMANUEL RABBI WARREN G STONE RABBINIC ENDOWMENT FUND INC