Shoresh 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

Principal Officer

David Finkelstein

Tax Period

2023-01-01 to 2023-12-31

Shoresh Inc is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Net assets of $6.3M represent 33 months of operating reserves.

Mission

Weekend/Camp activities, events and classes to teach children and adults about their Jewish Heritage

Program Service Accomplishments

Program 1

Expenses: $861,126 Revenue: $1,263,475

Day Camp activities to teach children about their Jewish Heritage

Program 2

Expenses: $721,380 Revenue: $112,066

Year Round activities to teach children about their Jewish Heritage

Program 3

Special Trip activities to teach children about their Jewish Heritage

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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 $181,098

Program Service Revenue $1,375,541

Investment Income $4,070

Other Revenue $711,360

TOTAL REVENUE $2,272,069

Expense Breakdown

Grants Paid $820

Salaries & Benefits $872,391

Fundraising Expenses $5,540

Program Expenses $1,582,506

Other Expenses $1,493,272

TOTAL EXPENSES $2,366,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,272,069	$2,359,622	0.0%
Expenses	$2,366,483	$2,153,975	+0.1%
Net Income	$-94,414	$205,647	-1.5%

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

136

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

$124,171

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Finkelstein	Exec Diector	40.00	Officer	$124,171	$0	$124,171
John Davison	Chairman	0.00	Director	$0	$0	$0
Yona Openden	President	0.00	Director	$0	$0	$0
Yaakov Spatz	First Vice Pres	0.00	Director	$0	$0	$0
Dov Ocken	Second Vice Pre	0.00	Director	$0	$0	$0
Howard Friedman	Treasurer	0.00	Director	$0	$0	$0
Alan Lazerow	Member	0.00	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	$2,272,069	$2,366,483	$6,379,238	$-94,414
2022	$2,359,622	$2,153,975	$6,469,437	$205,647
2021	$2,221,471	$1,800,337	$6,980,704	$421,134
2020	$766,559	$1,250,257	$6,814,006	$-483,698
2019	$1,741,948	$1,835,745	$7,344,589	$-93,797
2018	$1,737,890	$1,678,978	$7,434,351	$58,912