BETH SHALOM CEMETERY (EIN 275202338) - 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

Legal Domicile

Principal Officer

Stephen Pessin

Phone

3144691891

Tax Period

2023-11-01 to 2024-10-31

BETH SHALOM CEMETERY is a small nonprofit in the Mutual Benefit sector that reported $289K in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 36% operating margin.

Mission

Cemetery lot sales and maintain cemetery grounds

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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 $284,700

Investment Income $4,664

Other Revenue $3

TOTAL REVENUE $289,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,159

Other Expenses $184,159

TOTAL EXPENSES $184,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,367	$170,809	+0.7%
Expenses	$184,159	$122,644	+0.5%
Net Income	$105,208	$48,165	+1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joshua Avigad	Director	1.00	Director	$0	$0	$0
Dr Joel Garbow	Director	1.00	Director	$0	$0	$0
Nikki Goldstein	Director	1.00	Director	$0	$0	$0
Michael Graff	Director	1.00	Director	$0	$0	$0
Jerald Hochztein	Director	1.00	Director	$0	$0	$0
Norton Hoffman	Director	1.00	Director	$0	$0	$0
Robert Keim	Director	1.00	Director	$0	$0	$0
Yale Miller	Director	1.00	Director	$0	$0	$0
Dena Sigman	Director	1.00	Director	$0	$0	$0
Howard Shalowitz	Director	1.00	Director	$0	$0	$0
Rosalie Stein	Director	1.00	Director	$0	$0	$0
Dr Gerald Tullman	Director	1.00	Director	$0	$0	$0
Jonathan Usprich	Director	1.00	Director	$0	$0	$0
Irving Boime	Vice President	1.00	Officer	$0	$0	$0
Jeffrey Kopolow	Secretary	1.00	Officer	$0	$0	$0
Mark Nathanson	Treasurer	1.00	Officer	$0	$0	$0
Stephen Pessin	Vice President	3.00	Officer	$0	$0	$0
Alan Simon	President	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
2025	No data	No data	No data	No data
2024	$289,367	$184,159	$436,890	$105,208

BETH SHALOM CEMETERY