Beth Sholom Housing Corp (EIN 541085553) - 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

1978

Legal Domicile

Principal Officer

Morris S Funk

Phone

8047502183

Tax Period

2020-10-01 to 2021-09-30

Beth Sholom Housing Corp, founded in 1978, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2017. The organization ran a surplus of $209K, a strong 17% operating margin.

Mission

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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $769,686

Investment Income $8,850,726

Other Revenue $17,169

TOTAL REVENUE $9,637,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,732

Fundraising Expenses $0

Program Expenses $468,450

Other Expenses $592,044

TOTAL EXPENSES $702,776

Year-over-Year Comparison

	2020	2019	Change
Revenue	$9,637,581	$1,245,197	+6.7%
Expenses	$702,776	$1,044,260	-0.3%
Net Income	$8,934,805	$200,937	+43.5%

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

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

$512,074

Total Directors

$352,874

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Morris S Funk	President & CEO	1.00	Officer Director	$0	$23,447	$352,874
Richard Beckler	CFO	4.00	Officer	$0	$6,897	$159,200

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	$9,637,581	$702,776	$7,149,703	$8,934,805
2020	$1,245,197	$1,044,260	$2,018,226	$200,937
2019	$1,174,999	$1,016,971	$2,017,183	$158,028
2018	$1,201,655	$992,554	$2,041,159	$209,101

Beth Sholom Housing Corp