Beth Sholom Home of Virginia (EIN 540525702) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

Phone

8044215346

Tax Period

2022-10-01 to 2023-09-30

Beth Sholom Home of Virginia, founded in 1945, is a mid-sized nonprofit in the Health Care sector that reported $18.0M in total revenue in fiscal year 2017.

Mission

The mission of Beth Sholom Lifecare Community is to provide quality and comprehensive residential, healthcare and community-based services to individuals of all faiths, in a manner that reflects our Jewish traditions and values.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,415,651

Program Service Revenue $15,739,737

Investment Income $12,080,181

Other Revenue $43,359

TOTAL REVENUE $31,278,928

Expense Breakdown

Grants Paid $254,500

Salaries & Benefits $6,297,136

Fundraising Expenses $200

Program Expenses $14,639,046

Other Expenses $12,489,820

TOTAL EXPENSES $19,041,656

Year-over-Year Comparison

	2022	2021	Change
Revenue	$31,278,928	$19,764,411	+0.6%
Expenses	$19,041,656	$23,215,079	-0.2%
Net Income	$12,237,272	$-3,450,668	-4.5%

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

277

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

$545,599

Total Directors

$383,421

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Morris S Funk	President & CEO	38.00	Officer Director	$366,711	$16,710	$383,421
Richard Beckler	CFO	38.00	Officer	$150,760	$11,418	$162,178
Jennifer Johnson	VP of QA	38.00		$117,184	$6,459	$123,643
Barbara Young	HCC RN	38.00		$101,544	$6,626	$108,170
Terri Carrington	HR Director	38.00		$98,044	$5,625	$103,669
Robin Abbott	VP of Res Services	38.00		$94,066	$9,543	$103,609
Janet Gale	Chair	1.00	Officer Director	$0	$0	$0
Ben Humphreys	Vice Chair/Trea	1.00	Officer Director	$0	$0	$0
Stanley Ullman	Secretary	1.00	Officer Director	$0	$0	$0
Jon Joseph	Imm Past Chair	1.00	Officer Director	$0	$0	$0
Julia Siegel Breton MD	Director	1.00	Director	$0	$0	$0
Melissa Brownstein	Director	1.00	Director	$0	$0	$0
Dan Heller	Director	1.00	Director	$0	$0	$0
Charles Perschetz	Director	1.00	Director	$0	$0	$0
Rufus Phillips	Director	1.00	Director	$0	$0	$0
Richard Gary	Director	1.00	Director	$0	$0	$0
Chris Bennett	Director	1.00	Director	$0	$0	$0
Daniel Siegel	Director	1.00	Director	$0	$0	$0
Jim Weinberg	Director	1.00	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
2023	$31,278,928	$19,041,656	$33,358,347	$12,237,272
2022	$19,764,411	$23,215,079	$31,758,069	$-3,450,668
2021	$20,653,041	$20,088,814	$34,710,883	$564,227
2020	$18,800,733	$20,185,353	$29,898,155	$-1,384,620
2019	$19,809,653	$19,957,637	$30,095,672	$-147,984
2018	$17,976,862	$19,575,943	$30,979,064	$-1,599,081

Beth Sholom Home of Virginia