Ofeq Institute Inc (EIN 341463838) - 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

1985

Tax Period

2024-04-01 to 2025-03-31

Ofeq Institute Inc, founded in 1985, is a small nonprofit in the Religion sector that reported $227K in total revenue in fiscal year 2024. Revenue surged 163% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 31% operating margin.

Mission

Discover and restore Jewish literary works

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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 $176,593

Program Service Revenue $3,268

Investment Income $46,966

Other Revenue $0

TOTAL REVENUE $226,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,595

Fundraising Expenses $4,582

Program Expenses $133,733

Other Expenses $32,998

TOTAL EXPENSES $156,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,827	$86,338	+1.6%
Expenses	$156,593	$172,337	-0.1%
Net Income	$70,234	$-85,999	-1.8%

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

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

$76,026

Total Directors

$76,026

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rabbi Abraham Shoshana	President	40.00	Officer Director	$24,000	$20,013	$44,013
Devorah Shoshana	Treasurer	40.00	Officer Director	$24,000	$8,013	$32,013
Prof Bernard Septimus	Trustee	0.00	Director	$0	$0	$0
Robert S Reitman	Chairman	0.00	Director	$0	$0	$0
J David Heller	Trustee	0.00	Director	$0	$0	$0
Yosef Davis	Trustee	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
2025	$226,827	$156,593	$150,221	$70,234
2024	$86,338	$172,337	$81,952	$-85,999
2023	$122,519	$180,389	$165,982	$-57,870
2022	$124,883	$183,233	$223,855	$-58,350
2021	$154,637	$155,811	$306,145	$-1,174
2020	$60,053	$183,807	$283,257	$-123,754
2019	$97,863	$197,191	$407,010	$-99,328
2018	$164,208	$188,266	$506,458	$-24,058

Ofeq Institute Inc