Beth Sholom Home of Eastern Virginia (EIN 541862383) - 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

1997

Legal Domicile

Principal Officer

David Abraham

Phone

7574202512

Tax Period

2022-07-01 to 2023-06-30

Beth Sholom Home of Eastern Virginia, founded in 1997, is a mid-sized nonprofit in the Human Services sector that reported $16.5M in total revenue in fiscal year 2017. Revenue decreased 10% compared to the prior year. Expenses of $15.6M left a modest 5% surplus.

Mission

To develop and pursue programs and services for the benefit of aged and infirm persons.

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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 $5,589,967

Program Service Revenue $20,066,334

Investment Income $17,719,444

Other Revenue $30,000

TOTAL REVENUE $43,405,745

Expense Breakdown

Grants Paid $780

Salaries & Benefits $15,364,485

Fundraising Expenses $0

Program Expenses $20,022,298

Other Expenses $7,926,742

TOTAL EXPENSES $23,292,007

Year-over-Year Comparison

	2022	2021	Change
Revenue	$43,405,745	$22,707,995	+0.9%
Expenses	$23,292,007	$20,978,361	+0.1%
Net Income	$20,113,738	$1,729,634	+10.6%

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

418

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

$657,089

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Abraham	President & CEO	40.00	Officer	$352,133	$33,430	$385,563
Kimberley Allsbrook	CFO	40.00	Officer	$245,787	$25,739	$271,526
Brandy Lovitz	DON	40.00		$148,676	$5,717	$154,393
Allison Whiteman	Administrator	40.00		$115,945	$12,826	$128,771
Andrea Karig	Accounting Manager	40.00		$112,565	$12,904	$125,469
Amy Weinstein	Philanthropy Dir	40.00		$111,430	$12,395	$123,825
Lawrence Siegel	Chairman	1.00	Officer Director	$0	$0	$0
Bill Halprin	1st Vice Chair	1.00	Officer Director	$0	$0	$0
Jay Kossman	2nd Vice Chair	1.00	Officer Director	$0	$0	$0
Fay Silverman	3rd Vice Chair	1.00	Officer Director	$0	$0	$0
Bill Wagner	Secretary	1.00	Officer Director	$0	$0	$0
Robert Zuckerman	Treasurer	1.00	Officer Director	$0	$0	$0
Matthew Weinstein	Past Chair	1.00	Officer Director	$0	$0	$0
Edie Schlain	Auxiliary Pres	1.00	Officer Director	$0	$0	$0
Robert Lansing	Terrace Pres	1.00	Officer Director	$0	$0	$0
Josh Adler	Director	1.00	Director	$0	$0	$0
Dr David Lannik	Director	1.00	Director	$0	$0	$0
Mary Prendergast	Director	1.00	Director	$0	$0	$0
Sara Jo Rubin	Director	1.00	Director	$0	$0	$0
Jason Hoffman	Director	1.00	Director	$0	$0	$0
Nancy Loewenberg	Director	1.00	Director	$0	$0	$0
Mark Delevie	Director	1.00	Director	$0	$0	$0
Lawrence Steingold	Director	1.00	Director	$0	$0	$0
Abby Friedman	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$43,405,745	$23,292,007	$43,063,885	$20,113,738
2022	$22,707,995	$20,978,361	$27,895,204	$1,729,634
2021	$20,688,012	$19,356,730	$27,551,493	$1,331,282
2020	$17,027,262	$17,647,353	$25,577,032	$-620,091
2019	$15,682,538	$16,090,146	$24,224,135	$-407,608
2018	$16,471,517	$15,617,989	$22,448,480	$853,528

Beth Sholom Home of Eastern Virginia