SLOTNICK KORELITZ CHARITABLE TRUST (EIN 276671002) - 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

2011

Legal Domicile

Principal Officer

PHILIP LISTON-KRAFT

Phone

6178848840

Tax Period

2023-01-01 to 2023-12-31

SLOTNICK KORELITZ CHARITABLE TRUST, founded in 2011, is a micro nonprofit in the Housing & Shelter sector that reported $66K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 49% operating margin.

Mission

THE ORGANIZATION'S PRIMARY MISSION IS TO BE A SUPPORTING ORGANIZATION OF THE CHELSEA JEWISH NURSING HOME, AND TO FURNISH, MAINTAIN AND/OR SUPPORT ACTIVITIES THAT CONTRIBUTE TO THE MORALE OF THE CHRONIC PATIENTS OF THE CHELSEA JEWISH NURSING HOME.

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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 $66,262

Other Revenue $0

TOTAL REVENUE $66,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,139

Other Expenses $16,938

TOTAL EXPENSES $34,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,262	$47,858	+0.4%
Expenses	$34,042	$102,340	-0.7%
Net Income	$32,220	$-54,482	-1.6%

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
PHILIP LISTON-KRAFT	TRUSTEE	N/A	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	No data	No data	No data	No data
2023	$66,262	$34,042	$1,633,196	$32,220
2022	$47,858	$102,340	$1,672,863	$-54,482
2021	$57,693	$35,273	$1,967,200	$22,420
2020	$55,034	$81,973	$1,883,217	$-26,939
2019	$59,187	$61,674	$1,828,708	$-2,487
2018	$58,323	$85,320	$1,692,077	$-26,997

SLOTNICK KORELITZ CHARITABLE TRUST