THE SEPHARDIC BIKUR HOLIM FUND IN MEMORY OF JOSEPH D BEYDA INC (EIN 471484178) - 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

2014

Legal Domicile

Principal Officer

DAVID J BEYDA

Phone

7187871100

Tax Period

2023-01-01 to 2023-12-31

THE SEPHARDIC BIKUR HOLIM FUND IN MEMORY OF JOSEPH D BEYDA INC, founded in 2014, is a small nonprofit in the Mental Health sector that reported $226K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $379K exceeded revenue, resulting in a 68% operating deficit.

Mission

TO PROVIDE GRANTS AND SCHOLARSHIPS TO SUPPORT NOT-FOR-PROFIT ORGANIZATIONS, INCLUDING SBH COMMUNITY SERVICE NETWORK, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $75,352

Program Service Revenue $0

Investment Income $150,303

Other Revenue $0

TOTAL REVENUE $225,655

Expense Breakdown

Grants Paid $356,264

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $356,264

Other Expenses $22,504

TOTAL EXPENSES $378,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,655	$503,406	-0.6%
Expenses	$378,768	$389,239	0.0%
Net Income	$-153,113	$114,167	-2.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID J BEYDA	PRESIDENT	1.00	Officer Director	$0	$0	$0
ISAAC ASHKENAZI	VP & SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE BALASIANO	TREASURER	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$225,655	$378,768	$5,293,407	$-153,113
2022	$503,406	$389,239	$4,922,737	$114,167
2021	$406,896	$229,860	$5,810,322	$177,036
2020	$143,894	$257,339	$5,308,683	$-113,445
2019	$249,724	$211,627	$4,966,435	$38,097
2018	$243,692	$150,000	$4,296,425	$93,692
2017	$418,578	$150,000	$4,603,239	$268,578

THE SEPHARDIC BIKUR HOLIM FUND IN MEMORY OF JOSEPH D BEYDA INC