HIRSCH CARROL W TA (EIN 527124665) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Phone

2166897663

Tax Period

2021-01-01 to 2021-12-31

HIRSCH CARROL W TA, founded in 1988, is a small nonprofit that reported $994K in total revenue in fiscal year 2021. Revenue surged 607% from the prior year, signaling strong growth momentum. Expenses of $4.9M exceeded revenue, resulting in a 397% operating deficit.

Mission

Under Trust Agreement dated December 16, 1988, modified on July 16,1989 and further modified on June 9, 1992, the trustee shalldistribute the net income of the Trust in equal shares to TheJewish Community Federation and Douglas College. Under the Ohio Institutional Funds Act of 1989, the beneficiaries have chosen to receive the maximum of income based of the greater of 5 percent of AFV or traditional income. Keybank, as stipulated in the Trust Agreement,maintains a genuine attitude of responsiveness to the needs and activities of each beneficiary organization in the attainment of its purpose.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $994,416

Other Revenue $0

TOTAL REVENUE $994,416

Expense Breakdown

Grants Paid $4,895,519

Salaries & Benefits $48,792

Fundraising Expenses $0

Program Expenses $4,925,519

Other Expenses $1,131

TOTAL EXPENSES $4,945,442

Year-over-Year Comparison

	2021	2020	Change
Revenue	$994,416	$140,575	+6.1%
Expenses	$4,945,442	$255,506	+18.4%
Net Income	$-3,951,026	$-114,931	+33.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
N/A	TRUSTEE	2.0		$48,792	$0	$48,792

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
2021	$994,416	$4,945,442	$78	$-3,951,026

HIRSCH CARROL W TA