MELVIN J BERMAN HEBREW ACADEMY (EIN 530208371) - 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

1944

Legal Domicile

Principal Officer

ROGER ZAKHEIM

Phone

3019629400

Tax Period

2024-07-01 to 2025-06-30

MELVIN J BERMAN HEBREW ACADEMY, founded in 1944, is a mid-sized nonprofit in the Religion sector that reported $28.9M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.3M, a strong 22% operating margin.

Mission

SEE PART III, LINE 1.

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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 $8,514,411

Program Service Revenue $19,374,603

Investment Income $461,432

Other Revenue $501,702

TOTAL REVENUE $28,852,148

Expense Breakdown

Grants Paid $3,547,969

Salaries & Benefits $14,609,838

Fundraising Expenses $932,992

Program Expenses $19,139,148

Other Expenses $4,415,380

TOTAL EXPENSES $22,573,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,852,148	$21,327,877	+0.4%
Expenses	$22,573,187	$21,386,003	+0.1%
Net Income	$6,278,961	$-58,126	-109.0%

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

266

Volunteers

120

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

$948,732

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER ZAKHEIM	PRESIDENT	20.00	Officer Director	$0	$0	$0
ELAN BURMAN	1ST VP; CHAIR, DEVELOPMENT	10.00	Officer Director	$0	$0	$0
ELLIE KAGAN	2ND VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
NAOMI CARMEL	SECRETARY	10.00	Officer Director	$0	$0	$0
DARREN SCHNEIDER	TREASURER	20.00	Officer Director	$0	$0	$0
BENJAMIN GALPER	TRUSTEE (1)	2.00	Director	$0	$0	$0
TOVA JAFFE	TRUSTEE (2)	2.00	Director	$0	$0	$0
ALANA RISS FINE	TRUSTEE (3)	2.00	Director	$0	$0	$0
DIANA EPSTEIN	CHAIR, EXTERNAL RELATIONS	2.00	Director	$0	$0	$0
MOSHE SCHWARTZ	CHAIR, GOVERNANCE COMMITTE	2.00	Director	$0	$0	$0
SHANA SIESSER	PRESIDENT, PTO PARTNERSHIP	2.00	Director	$0	$0	$0
BENNY BERKOWITZ	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
DAVID SLOAN	2ND PAST PRESIDENT	2.00	Director	$0	$0	$0
ORLEE R TURITZ	3RD PAST PRESIDENT	2.00	Director	$0	$0	$0
DAFNA BERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
BENJAMIN BERGER	BOARD MEMBER	2.00	Director	$0	$0	$0
EPHRAIM LEIBTAG	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSHUA HECHING	BOARD MEMBER	2.00	Director	$0	$0	$0
ARI MOSKOWITZ	BOARD MEMBER	2.00	Director	$0	$0	$0
RENA OPERT	BOARD MEMBER	2.00	Director	$0	$0	$0
ELISE SAKS	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE APPELROUTH	BOARD MEMBER	2.00	Director	$0	$0	$0
NEIL SIEGEL	BOARD MEMBER	2.00	Director	$0	$0	$0
EVAN SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
TALIA STANBURY	BOARD MEMBER	2.00	Director	$0	$0	$0
JOY STURM	BOARD MEMBER	2.00	Director	$0	$0	$0
MANDY BOOK	BOARD MEMBER	2.00	Director	$0	$0	$0
BENJAMIN FREEDMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
RABBI DR HILLEL BRODER	HEAD OF SCHOOL	40.00	Officer	$268,568	$220,324	$488,892
STUART K GASNER	EXECUTIVE DIRECTOR	40.00	Officer	$181,627	$64,918	$246,545
CAROLINE JOY COHEN	DIRECTOR OF FINANCE	40.00	Officer	$136,605	$76,690	$213,295
SUZANNE ISRAEL	LOWER SCHOOL PRINCIPAL	40.00	Highest	$173,178	$62,724	$235,902
FILIVERTO G RODRIGUEZ	BUILDING SERVICES DIRECTOR	40.00	Highest	$141,571	$4,100	$145,671
ARISTIDES BENITEZ	CONSTRUCTION COORDINATOR	40.00	Highest	$122,384	$3,041	$125,425
YONAH S SINGER	ATHLETIC DIRECTOR	40.00	Highest	$118,732	$53,472	$172,204
JENNIFER ZUKERMAN	DIR. OF INSTITUTIONAL ADVANCEMENT	40.00	Highest	$115,460	$32,093	$147,553

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	$28,852,148	$22,573,187	$32,537,545	$6,278,961
2024	$21,327,877	$21,386,003	$25,903,066	$-58,126
2023	$21,529,710	$20,903,969	$22,663,073	$625,741
2022	$19,003,645	$18,621,259	$21,053,480	$382,386
2021	$19,042,162	$16,815,492	$21,700,118	$2,226,670
2020	$16,535,282	$16,303,330	$20,362,380	$231,952
2019	$17,537,771	$18,493,252	$18,436,896	$-955,481
2018	$17,314,133	$16,760,375	$19,347,613	$553,758

MELVIN J BERMAN HEBREW ACADEMY