THE SHEARIM USA CHARITABLE TRUST (EIN 526696432) - 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

1994

Legal Domicile

Principal Officer

Chava Gottlieb

Phone

6108880477

Tax Period

2023-01-01 to 2023-12-31

THE SHEARIM USA CHARITABLE TRUST, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $497K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 22% operating margin.

Mission

To assist the She'arim College of Jewish Studies and to help students who attend the college

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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 $483,879

Program Service Revenue $0

Investment Income $12,935

Other Revenue $0

TOTAL REVENUE $496,814

Expense Breakdown

Grants Paid $362,250

Salaries & Benefits $0

Fundraising Expenses $13,407

Program Expenses $362,250

Other Expenses $26,586

TOTAL EXPENSES $388,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$496,814	$330,071	+0.5%
Expenses	$388,836	$371,686	+0.0%
Net Income	$107,978	$-41,615	-3.6%

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
Yaffa Baslaw	Board Member	3	Director	$0	$0	$0
Holly Pavlov	Board Member	14	Director	$0	$0	$0
Batsheva Haber	Board Member	2	Director	$0	$0	$0
Sharon Green	Board Member	4	Director	$0	$0	$0
Yosef Pavlov	Treasurer	6	Officer Director	$0	$0	$0
Chava Gottlieb	Chairperson	5	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	$496,814	$388,836	$818,412	$107,978
2022	$330,071	$371,686	$492,209	$-41,615
2021	$389,471	$304,316	$520,667	$85,155
2020	$383,355	$284,953	$404,655	$98,402
2019	$424,065	$403,800	$303,778	$20,265
2018	$380,186	$385,180	$272,141	$-4,994

THE SHEARIM USA CHARITABLE TRUST