CONGREGATION KNESETH ISRAEL ENDOWMENT TRUST (EIN 526841579) - 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

1995

Legal Domicile

Principal Officer

STEPHEN J SUTTON

Phone

4107210679

Tax Period

2025-01-01 to 2025-12-31

CONGREGATION KNESETH ISRAEL ENDOWMENT TRUST, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $68K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $29K, a strong 43% operating margin.

Mission

TO ASSIST IN FUNDING THE CONGREGATION'S OPERATING EXPENSES, AND FOR PROGRAMS AND ACTIVITIES FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $67,542

Other Revenue $0

TOTAL REVENUE $67,542

Expense Breakdown

Grants Paid $32,542

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,542

Other Expenses $6,161

TOTAL EXPENSES $38,703

Year-over-Year Comparison

	2025	2024	Change
Revenue	$67,542	$62,132	+0.1%
Expenses	$38,703	$35,815	+0.1%
Net Income	$28,839	$26,317	+0.1%

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
JONATHAN D GOLDSMITH	TRUSTEE	0.50	Director	$0	$0	$0
MARCIA LEWIS	TRUSTEE	0.50	Director	$0	$0	$0
STEPHEN J SUTTON	TRUSTEE	0.50	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	$67,542	$38,703	$883,615	$28,839
2024	No data	No data	No data	No data
2023	$50,858	$35,836	$764,574	$15,022
2022	$43,644	$36,223	$685,430	$7,421
2021	$50,862	$33,736	$832,648	$17,126
2020	$24,462	$31,674	$781,504	$-7,212
2019	$17,448	$30,568	$697,658	$-13,120
2018	$27,855	$30,620	$622,888	$-2,765

CONGREGATION KNESETH ISRAEL ENDOWMENT TRUST