CONGREGATION BETH EL OF MONTGOMERY… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

Rodger Jacobson

Phone

3016522606

Tax Period

2024-07-01 to 2025-06-30

CONGREGATION BETH EL OF MONTGOMERY COUNTY SUPPORT FOUNDATION INC, founded in 1991, is a micro nonprofit in the Religion sector that reported $51K in total revenue in fiscal year 2024. The organization ran a surplus of $20K, a strong 39% operating margin.

Mission

To support various activities of Beth El synagogue.

Program Service Accomplishments

Program 1

Expenses: $30,478 Revenue: $0

Support of various activities of Beth El synagogue, including scholarly lectures, scholarships for students of the Beth El Religious School, scholarships for high school and college students...

Support of various activities of Beth El synagogue, including scholarly lectures, scholarships for students of the Beth El Religious School, scholarships for high school and college students attending study-oriented programs in Israel, books for the synagogue's library, educational programs about the Holocaust, musical programs and musical events at the synagogue, family programs at the synagogue, liturgical and religious services and programs at the synagogue, and financial support for teenagers' trips to Israel.

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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 $3,006

Program Service Revenue $0

Investment Income $47,968

Other Revenue $0

TOTAL REVENUE $50,974

Expense Breakdown

Grants Paid $30,478

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,478

Other Expenses $805

TOTAL EXPENSES $31,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,974	$50,949	+0.0%
Expenses	$31,283	$38,855	-0.2%
Net Income	$19,691	$12,094	+0.6%

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
Rodger Jacobson	President	1	Officer Director	$0	$0	$0
Monica Abrams	Vice President	1	Officer Director	$0	$0	$0
Jana Singer	Secretary	1	Officer Director	$0	$0	$0
Cary Feldman	Director	1	Director	$0	$0	$0
Mark Pollak	Director	1	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
2025	No data	No data	No data	No data
2025	$50,974	$31,283	$821,329	$19,691
2024	$50,949	$38,855	$816,651	$12,094
2023	$38,176	$27,896	$726,869	$10,280
2022	$30,690	$34,819	$704,015	$-4,129
2021	$42,466	$695	$787,707	$41,771

CONGREGATION BETH EL OF MONTGOMERY COUNTY SUPPORT FOUNDATION INC