NORTH SUBURBAN SYNAGOGUE BETH EL ENDOWMENT FUND INC (EIN 363308300) - 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

1984

Legal Domicile

Principal Officer

JONATHAN YAFFE

Phone

8474328900

Tax Period

2018-01-01 to 2018-12-31

NORTH SUBURBAN SYNAGOGUE BETH EL ENDOWMENT FUND INC, founded in 1984, is a community nonprofit in the Religion sector that reported $1.2M in total revenue in fiscal year 2018. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $836K, a strong 72% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO THE PROGRAMS AND ACTIVITIES OF NORTH SUBURBAN SYNAGOGUE BETH EL.

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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 (2018)

Revenue Breakdown

Contributions & Grants $791,333

Program Service Revenue $0

Investment Income $376,469

Other Revenue $0

TOTAL REVENUE $1,167,802

Expense Breakdown

Grants Paid $264,605

Salaries & Benefits $0

Fundraising Expenses $14,000

Program Expenses $264,605

Other Expenses $52,874

TOTAL EXPENSES $331,479

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,167,802	$641,531	+0.8%
Expenses	$331,479	$259,216	+0.3%
Net Income	$836,323	$382,315	+1.2%

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

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

$367,909

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH LEVIN	PRESIDENT & DIRECTOR	5.00	Officer Director	$0	$0	$0
KAREN KESNER	TREASURER & DIRECTOR	0.50	Officer Director	$0	$0	$0
STEVEN ABRAMS	SECRETARY & DIRECTOR	0.04	Officer Director	$0	$0	$0
RABBI VERNON KURTZ	DIRECTOR	0.04	Director	$0	$140,594	$367,909
DAVID ROSEN	DIRECTOR	0.04	Director	$0	$0	$0
LARRY SILBERMAN	DIRECTOR	0.04	Director	$0	$0	$0
RICHARD ZELIN	DIRECTOR	0.04	Director	$0	$0	$0
JONATHAN PEARL	DIRECTOR	0.04	Director	$0	$0	$0
MICHAEL LEVIN	DIRECTOR	0.04	Director	$0	$0	$0
STUART HOCHWERT	DIRECTOR	0.04	Director	$0	$0	$0
MARK GAINES	DIRECTOR	0.04	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
2018	$1,167,802	$331,479	$6,363,110	$836,323

NORTH SUBURBAN SYNAGOGUE BETH EL ENDOWMENT FUND INC