THE SHMITAH FUND INC

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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

2015

Legal Domicile

Principal Officer

EUGENE MARKOWITZ

Phone

8886756694

Tax Period

2024-01-01 to 2024-12-31

THE SHMITAH FUND INC, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $128K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 66% operating margin.

Mission

TO PROMOTE THE OBSERVANCE OF THE JEWISH LAWS RELATING TO THE SHMITTAH - SABBATICAL YEAR,IN WHICH FARMING & AGRICULTURAL ACTIVITY IS FORBIDDEN IN THE LAND OF ISRAEL, THROUGH EDUCATION AND THE PROVIDING OF CRITICAL FINANCIAL ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $13,333

TO EDUCATE ISRAELI FARMERS IN THE PROPER OBSERVANCE OF THE JEWISH LAWS REGARDING THE SABBATICAL - SHMITTAH YEAR IN ISRAEL, AND PROVIDE THEM WITH CRITICAL FINANCIAL ASSISTANCE

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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 $127,593

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $127,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $30,000

Program Expenses $13,333

Other Expenses $43,453

TOTAL EXPENSES $43,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,593	$75,938	+0.7%
Expenses	$43,453	$13,482	+2.2%
Net Income	$84,140	$62,456	+0.3%

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

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
EUGENE MARKOWITZ	PRESIDENT & TRUSTEE	10.00	Officer Director	$0	$0	$0
PERRY IRA DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
DAVE MATKOWSKY	TRUSTEE	2.00	Director	$0	$0	$0
DAVID YANIV	SECRETARY	2.00	Officer	$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	$127,593	$43,453	$360,263	$84,140
2023	$75,938	$13,482	$276,122	$62,456
2022	$237,606	$40,265	$213,666	$197,341