BETH YESHURUN CEMETERY ASSOCIATION (EIN 311635367) - 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

1926

Legal Domicile

Principal Officer

FORREST FOX

Phone

7136661881

Tax Period

2024-01-01 to 2024-12-31

BETH YESHURUN CEMETERY ASSOCIATION, founded in 1926, is a small nonprofit in the Mutual Benefit sector that reported $511K in total revenue in fiscal year 2024. The organization ran a surplus of $163K, a strong 32% operating margin.

Mission

PROVIDE AND MAINTAIN JEWISH CEMETERIES IN HOUSTON, TEXAS

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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 $10,827

Program Service Revenue $0

Investment Income $156,697

Other Revenue $343,634

TOTAL REVENUE $511,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,060

Fundraising Expenses $0

Program Expenses $290,776

Other Expenses $301,142

TOTAL EXPENSES $348,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$511,158	$502,136	+0.0%
Expenses	$348,202	$301,751	+0.2%
Net Income	$162,956	$200,385	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW BURGER	BOARD MEMBER	0.00	Director	$0	$0	$0
DR STEVEN R EPSTEIN	BOARD MEMBER	0.00	Director	$0	$0	$0
FORREST FOX	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MICAH KESSLER	BOARD MEMBER	0.00	Director	$0	$0	$0
PAUL KATZ	BOARD MEMBER	0.50	Director	$0	$0	$0
ALLAN L MARGOLIN	BOARD MEMBER	0.00	Director	$0	$0	$0
BARBARA KOSLOV	BOARD MEMBER	0.00	Director	$0	$0	$0
VICKY RICHKER	BOARD MEMBER	0.00	Director	$0	$0	$0
JENNIFER ROSENWEIG	BOARD MEMBER	0.00	Director	$0	$0	$0
PHILLIP TURBOFF	BOARD MEMBER	0.00	Director	$0	$0	$0
MILES WERTHEIMER	BOARD MEMBER	0.00	Director	$0	$0	$0
BONNIE WINOGRAD	BOARD MEMBER	0.00	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	$511,158	$348,202	$9,008,212	$162,956
2023	$502,136	$301,751	$8,832,148	$200,385
2022	$443,703	$324,432	$8,631,763	$119,271
2021	$416,849	$284,285	$8,512,492	$132,564

BETH YESHURUN CEMETERY ASSOCIATION