Beth Sholom Terrace Inc

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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

2002

Legal Domicile

Principal Officer

Nathan Drory

Phone

7574202512

Tax Period

2023-07-01 to 2024-06-30

Beth Sholom Terrace Inc, founded in 2002, is a community nonprofit in the Housing & Shelter sector that reported $7.7M in total revenue in fiscal year 2023. Revenue surged 1301% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.1M, a strong 93% operating margin.

Mission

To provide housing and care for the elderly.

Program Service Accomplishments

Program 1

Expenses: $533,478 Revenue: $278,662

Beth Sholom Terrace, a Virginia non-profit corporation, was organized in 2002 for the purpose of operating a 72-unit assisted living facility for the elderly in Virginia Beach, Virginia under Section...

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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 $278,662

Investment Income $7,421,480

Other Revenue $0

TOTAL REVENUE $7,700,142

Expense Breakdown

Grants Paid $210,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $533,478

Other Expenses $360,804

TOTAL EXPENSES $570,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,700,142	$549,664	+13.0%
Expenses	$570,804	$482,612	+0.2%
Net Income	$7,129,338	$67,052	+105.3%

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

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

$403,615

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Abraham	CEO	5.00	Officer	$0	$49,645	$403,615
Kimberley Allsbrook	SVP of Ops and Finance	5.00		$0	$36,035	$299,133
Lauren Schoenfeld	VP of Admin	0.00		$0	$6,266	$171,794
Amy Weinstein	Philanthropy Dir	0.00		$0	$12,144	$159,429
Allison Whiteman	Administrator	0.00		$0	$11,880	$130,324
Nathan Drory	President	1.00	Officer Director	$0	$0	$0
Matthew Weinstein	Vice President	1.00	Officer Director	$0	$0	$0
Pam Guthrie	Treasurer	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$7,700,142	$570,804	$3,511,203	$7,129,338
2023	$549,664	$482,612	$3,126,314	$67,052
2022	$523,186	$525,871	$3,273,228	$-2,685
2021	$479,403	$554,146	$3,569,214	$-74,743
2020	$584,199	$615,134	$3,876,924	$-30,935
2019	$555,243	$643,606	$3,942,026	$-88,363
2018	$557,357	$652,195	$4,208,348	$-94,838