Beth Sholom Assisted Living Inc (EIN 541922655) - 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

Morris S Funk

Phone

8044215346

Tax Period

2022-10-01 to 2023-09-30

Beth Sholom Assisted Living Inc, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $502K in total revenue in fiscal year 2017. Expenses of $575K exceeded revenue, resulting in a 15% operating deficit.

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $495,848

Investment Income $1,178

Other Revenue $0

TOTAL REVENUE $497,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $547,089

Other Expenses $644,016

TOTAL EXPENSES $644,016

Year-over-Year Comparison

	2022	2021	Change
Revenue	$497,026	$563,390	-0.1%
Expenses	$644,016	$592,859	+0.1%
Net Income	$-146,990	$-29,469	+4.0%

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

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

$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	1.00	Officer Director	$0	$16,710	$383,421
Richard Beckler	CFO	1.00	Officer	$0	$11,418	$162,178
Jennifer Johnson	VP of QA	1.00		$0	$6,459	$123,643
Barbara Young	HCC RN	1.00		$0	$6,626	$108,170
Terri Carrington	HR Director	1.00		$0	$5,625	$103,669
Robin Abbott	VP Res Services	1.00		$0	$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
Richard Gary	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
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	$497,026	$644,016	$4,502,350	$-146,990
2022	$563,390	$592,859	$4,764,476	$-29,469
2021	$481,369	$595,519	$4,076,669	$-114,150
2020	$499,956	$578,182	$3,973,397	$-78,226
2019	$494,516	$563,777	$4,157,432	$-69,261
2018	$502,272	$575,175	$4,325,281	$-72,903

Beth Sholom Assisted Living Inc