MERONA LEADERSHIP FOUNDATION (EIN 471603664) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

ADAM MILSTEIN

Phone

8189957965

Tax Period

2023-01-01 to 2023-12-31

MERONA LEADERSHIP FOUNDATION, founded in 2014, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 46% operating margin.

Mission

MERONA Leadership Foundations mission is to support pro-Israel activists of all backgrounds, on campuses and beyond, by providing programming, professional guidance and funding for pro-Israel initiatives while collaborating with pro-Israel non-profits and engaging pro-Israel community leaders.One of the initiatives that Merona is supporting is the Impact Forum, a network of philanthropists who learn, support, and empower nonprofits that do exceptional work to fight antisemitism, and strengthen the U.S. Israel Alliance.In addition, through cutting edge technology, Merona aspires to bring scenes from Israel to life to anyone around the world who wants to explore the land of the Bible without having to fly across the globe through the Virtually Israel Experience.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,173,532

Program Service Revenue $0

Investment Income $13,813

Other Revenue $0

TOTAL REVENUE $3,187,345

Expense Breakdown

Grants Paid $677,457

Salaries & Benefits $479,749

Fundraising Expenses $0

Program Expenses $1,153,077

Other Expenses $574,060

TOTAL EXPENSES $1,731,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,187,345	$1,787,233	+0.8%
Expenses	$1,731,266	$2,145,304	-0.2%
Net Income	$1,456,079	$-358,071	-5.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIORA REZ	N/A	40.00		$142,722	$0	$142,722
CHEN ROSENBERG	N/A	40.00		$122,925	$0	$122,925
ORIT ZIGMAN LADOR	N/A	27.00		$68,538	$0	$101,205
ADAM MILSTEIN	President	5.00	Officer Director	$0	$0	$0
MARC GREENDORFER	Director	5.00	Director	$0	$0	$0
SAGI BALASHA	Director	5.00	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
2024	No data	No data	No data	No data
2023	$3,187,345	$1,731,266	$2,468,583	$1,456,079
2022	$1,787,233	$2,145,304	$1,008,768	$-358,071
2021	$1,511,388	$618,156	$1,366,839	$893,232
2020	$741,077	$713,830	$473,607	$27,247
2019	$1,136,568	$727,781	$432,475	$408,787

MERONA LEADERSHIP FOUNDATION