JOSEPH R NAROT FUND INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

PETER BERMONT

Phone

3055735900

Tax Period

2024-07-01 to 2025-06-30

JOSEPH R NAROT FUND INC, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $332K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Net assets of $4.5M represent 163 months of operating reserves.

Mission

SUPPORT FOR TEMPLE ISRAEL OF GREATER MIAMI

Program Service Accomplishments

Program 1

Expenses: $300,159

ASSISTED IN THE SUPPORT OF THE RELIGIOUS ACTIVITES OF TEMPLE ISRAEL OF GREATER MIAMI AND DECREASING THE COST OF MAINTAINING AND REPAIRING ITS PHYSICAL PLANT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $332,197

Other Revenue $0

TOTAL REVENUE $332,197

Expense Breakdown

Grants Paid $300,159

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,159

Other Expenses $42,373

TOTAL EXPENSES $342,532

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,197	$232,507	+0.4%
Expenses	$342,532	$219,258	+0.6%
Net Income	$-10,335	$13,249	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER L BERMONT	PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
GERALD K SCHWARTZ	VICE PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
MARK TEITELBAUM	TREASURER/TRUSTEE	1.00	Officer Director	$0	$0	$0
JOAN SCHAEFFER	SECRETARY/TRUSTEE	1.00	Officer Director	$0	$0	$0
JAYNE ABESS	TRUSTEE	0.00	Director	$0	$0	$0
MARSHA ELSER	TRUSTEE	0.00	Director	$0	$0	$0
JOHN KANTER	TRUSTEE	0.00	Director	$0	$0	$0
MARC LAMB	TRUSTEE	0.00	Director	$0	$0	$0
HENRY WOLFF JR	TRUSTEE	0.00	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	$332,197	$342,532	$4,508,607	$-10,335
2024	$232,507	$219,258	$4,459,957	$13,249
2023	$315,872	$220,881	$4,257,316	$94,991
2022	$313,948	$206,959	$4,105,685	$106,989
2021	$432,098	$206,711	$4,231,728	$225,387
2020	$146,663	$202,567	$3,776,887	$-55,904
2019	$197,936	$241,670	$3,744,458	$-43,734
2018	$236,788	$215,870	$3,712,251	$20,918