Hillel Foundation at Miami University (EIN 316068732) - 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

1996

Legal Domicile

Principal Officer

Sarah Shmoel

Phone

5135235190

Tax Period

2024-07-01 to 2025-06-30

Hillel Foundation at Miami University, founded in 1996, is a small nonprofit that reported $522K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $499K left a modest 5% surplus.

Mission

Enriching the lives of Jewish students.

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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 $519,455

Program Service Revenue $0

Investment Income $3,014

Other Revenue $0

TOTAL REVENUE $522,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $257,446

Fundraising Expenses $48,378

Program Expenses $346,155

Other Expenses $241,387

TOTAL EXPENSES $498,833

Year-over-Year Comparison

	2024	2023	Change
Revenue	$522,469	$590,636	-0.1%
Expenses	$498,833	$532,152	-0.1%
Net Income	$23,636	$58,484	-0.6%

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

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

$126,988

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Abrams	Director	0.50	Director	$0	$0	$0
Jeff Blumental	Director	0.50	Director	$0	$0	$0
Josh Brown	Director	0.50	Director	$0	$0	$0
Ruth Engel	Director	0.50	Director	$0	$0	$0
Walter Frank	Director	0.50	Director	$0	$0	$0
Cindy Ginsberg	Director	0.50	Director	$0	$0	$0
Julie Glazer	Director	0.50	Director	$0	$0	$0
Karin Goitman	Director	0.50	Director	$0	$0	$0
CE Harrison	Director	0.50	Director	$0	$0	$0
Jenna Kamrass Morvay	Director	0.50	Director	$0	$0	$0
Gerry Korkin	Director	0.50	Director	$0	$0	$0
Robyn Lamont	Vice President of Advancement	0.50	Officer Director	$0	$0	$0
Jeff Lazarus	Secretary	0.50	Officer Director	$0	$0	$0
Bernie Reiss	Director	2.50	Director	$0	$0	$0
Marc Rubin	Treasurer	0.50	Officer Director	$0	$0	$0
Patricia Rubin	Immediate Past President	4.50	Officer Director	$0	$0	$0
Cydney Topas	Board Chair	0.50	Officer Director	$0	$0	$0
Whitney Fisch	Executive Director - Exit 11/2024	40.00	Officer	$123,777	$3,211	$126,988
Sarah Shmoel	Executive Director - Start 03/2025	40.00	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	$522,469	$498,833	$567,168	$23,636
2024	$590,636	$532,152	$535,159	$58,484
2023	$492,591	$500,841	$455,050	$-8,250
2022	$782,853	$486,369	$463,276	$296,484
2021	$454,930	$367,472	$233,474	$87,458
2020	$405,906	$411,289	$92,881	$-5,383
2019	$444,364	$425,041	$98,264	$19,323
2018	$404,380	$368,638	$79,651	$35,742

Hillel Foundation at Miami University