CONGREGATION BNE ZION

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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

1942

Legal Domicile

Principal Officer

MARK JACOBI

Phone

2198797974

Tax Period

2025-01-01 to 2025-12-31

CONGREGATION BNE ZION, founded in 1942, is a micro nonprofit in the Mutual Benefit sector that reported $43K in total revenue in fiscal year 2025. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 71% operating margin.

Mission

PERPETUAL CARE AND MAINTENANCE OF THE JEWISH CEMETERY IN LAPORTE, INDIANA.

Program Service Accomplishments

Program 1

Expenses: $8,182

CARE AND MAINTENANCE OF THE JEWISH CEMETERY AND GENERAL OPERATING EXPENSE OF SAID CEMETERY.

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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 $12,545

Program Service Revenue $0

Investment Income $30,884

Other Revenue $0

TOTAL REVENUE $43,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,108

Fundraising Expenses $0

Program Expenses $8,182

Other Expenses $9,615

TOTAL EXPENSES $12,723

Year-over-Year Comparison

	2025	2024	Change
Revenue	$43,429	$29,788	+0.5%
Expenses	$12,723	$14,661	-0.1%
Net Income	$30,706	$15,127	+1.0%

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
MARK JACOBI	PRESIDENT - CO TRUSTE	4.00	Officer Director	$0	$0	$0
JUDY JACOBI	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JOAN LEVINE RUSSELL	VICE PRESIDENT - CO TRUSTE	1.00	Officer Director	$0	$0	$0
EMMA RUSSELL	DIRECTOR	1.00	Officer Director	$0	$0	$0
REMY RUSSELL	DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL RUSSELL	DIRECTOR	1.00	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	$43,429	$12,723	$413,525	$30,706
2024	$29,788	$14,661	$382,819	$15,127
2023	$39,323	$19,161	$367,692	$20,162
2022	$21,777	$19,422	$347,530	$2,355
2021	$27,680	$18,199	$345,175	$9,481
2020	$32,713	$29,228	$335,694	$3,485