TEMPLE BETH DAVID OF ORANGE COUNTY FOUNDATION (EIN 330537386) - 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

1992

Legal Domicile

Principal Officer

HOWARD SPIELMAN

Phone

7148926623

Tax Period

2025-01-01 to 2025-12-31

TEMPLE BETH DAVID OF ORANGE COUNTY FOUNDATION, founded in 1992, is a micro nonprofit that reported $77K in total revenue in fiscal year 2025. Revenue surged 157% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 47% operating margin.

Mission

PROVIDE SUPPORT FOR THE RELIGIOUS SPIRITUAL YOUTH AND FAMILY PROGRAMS AT TEMPLE BETH DAVID BETH DAVID OF ORANGE COUNTY

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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 (2025)

Revenue Breakdown

Contributions & Grants $37,028

Program Service Revenue $0

Investment Income $39,764

Other Revenue $0

TOTAL REVENUE $76,792

Expense Breakdown

Grants Paid $32,001

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,202

Other Expenses $8,588

TOTAL EXPENSES $40,589

Year-over-Year Comparison

	2025	2024	Change
Revenue	$76,792	$29,884	+1.6%
Expenses	$40,589	$36,576	+0.1%
Net Income	$36,203	$-6,692	-6.4%

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	Role	Reportable Comp	Other Comp	Total
HOWARD SPIELMAN	PRESIDENT	Officer Director	$0	$0	$0
CHARLES NIEDERMAN	VICE PRESIDENT	Officer Director	$0	$0	$0
SHIRLEY ROSS	TREASURER	Officer Director	$0	$0	$0
RUTH KRAMER	SECRETARY	Officer Director	$0	$0	$0
MARC SERLIN	DIRECTOR	Director	$0	$0	$0
HALLIE BERMAN	DIRECTOR	Director	$0	$0	$0
JACKIE WIGGINS	DIRECTOR	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	$76,792	$40,589	$1,163,699	$36,203
2024	$29,884	$36,576	$921,512	$-6,692
2023	$31,629	$41,278	$889,499	$-9,649
2022	$22,114	$27,459	$892,337	$-5,345
2021	$320,696	$20,932	$997,905	$299,764
2020	$35,802	$18,990	$703,530	$16,812
2019	$37,348	$14,517	$672,500	$22,831
2018	$25,671	$21,378	$586,347	$4,293

TEMPLE BETH DAVID OF ORANGE COUNTY FOUNDATION