THE AUXILIARY OF BETH SHOLOM HOME OF EASTERN VIRGINIA (EIN 541145487) - 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

Legal Domicile

Principal Officer

EDIE SCHLAIN

Phone

7576225090

Tax Period

2023-07-01 to 2024-06-30

THE AUXILIARY OF BETH SHOLOM HOME OF EASTERN VIRGINIA is a micro nonprofit that reported $87K in total revenue in fiscal year 2018. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 37% operating margin.

Mission

FURTHER THE WELL-BEING OF THE RESIDENTS OF BETH SHOLOM HOME BY PROVIDING FUNDS FOR EXTRA BUDGETARY NEEDS AND TO RENDER VOLUNTARY SERVICE TO THE HOME.

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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 (2023)

Revenue Breakdown

Contributions & Grants $100

Program Service Revenue $12,667

Investment Income $28,168

Other Revenue $913

TOTAL REVENUE $41,848

Expense Breakdown

Grants Paid $58,646

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,642

Other Expenses $12,798

TOTAL EXPENSES $71,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,848	$63,287	-0.3%
Expenses	$71,444	$43,842	+0.6%
Net Income	$-29,596	$19,445	-2.5%

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

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
DEANNE LINDSEY	FINANCIAL SE	N/A	Officer Director	$0	$0	$0
VERGIE MCCALL	V/P	N/A	Officer Director	$0	$0	$0
ARLENE OWENS	TREASURER	N/A	Officer Director	$0	$0	$0
DANA PATISH	REC. SEC.	N/A	Officer Director	$0	$0	$0
JUDY ROSENBERG	CORR. SEC.	N/A	Officer Director	$0	$0	$0
MARLENE ROSSEN	V/P, IMM. PA	N/A	Officer Director	$0	$0	$0
EDIE SCHLAIN	PRESIDENT	N/A	Officer 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
2024	$41,848	$71,444	$487,526	$-29,596
2023	$63,287	$43,842	$517,122	$19,445
2022	$81,010	$51,336	$497,677	$29,674
2021	$51,791	$37,129	$468,003	$14,662
2020	$46,461	$65,398	$453,341	$-18,937
2019	$86,688	$54,528	$472,278	$32,160

THE AUXILIARY OF BETH SHOLOM HOME OF EASTERN VIRGINIA