MIGDAL OZ INC (EIN 815177242) - Form 990 Financial Analysis & Trantor Score

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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

2017

Legal Domicile

Principal Officer

ELIEZER DAVIS

Phone

7184500875

Tax Period

2023-01-01 to 2023-12-31

MIGDAL OZ INC, founded in 2017, is a community nonprofit in the Religion sector that reported $3.1M in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $3.6M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE GRANTS TO NOT-FOR-PROFIT INSTITUTIONS WHO PROVIDE ORTHODOX JEWISH RELIGIOUS EDUCATION TO PEOPLE OF ALL AGES; AND TO PROVIDE GRANTS FOR JEWISH RELIGIOUS SABBATH/HOLIDAYS AND RELIGIOUS LIFE-CYCLE EVENTS TO INDIVIDUALS AND FAMILIES AS WELL AS INSTITUTIONS THAT ASSIST SUCH INDIVIDUALS AND FAMILIES, AND OTHER NOT-FOR-PROFIT INSTITUTIONS, WHO ARE SUFFERING OR FACING FINANCIAL HARDSHIP, INSTABILITY AND/OR CRISES AND ARE IN NEED OF FOOD, CLOTHING AND FINANCIAL AID TO BE ABLE TO PRACTICE THEIR RELIGION WITH RESPECT AND DIGNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,148,503

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,148,503

Expense Breakdown

Grants Paid $3,426,143

Salaries & Benefits $0

Fundraising Expenses $146,808

Program Expenses $3,426,143

Other Expenses $160,713

TOTAL EXPENSES $3,586,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,148,503	$4,955,589	-0.4%
Expenses	$3,586,856	$5,520,555	-0.4%
Net Income	$-438,353	$-564,966	-0.2%

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
ELIEZER DAVIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
JACK MEISELS	VICE PRESIDENT	5.00	Director	$0	$0	$0
MARC HURWITZ	TREASURER	5.00	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	$3,148,503	$3,586,856	$197,988	$-438,353
2022	$4,955,589	$5,520,555	$636,341	$-564,966
2021	$3,716,586	$2,683,916	$1,201,307	$1,032,670
2020	$1,831,293	$1,678,117	$168,637	$153,176
2019	$1,463,658	$1,449,505	$15,461	$14,153
2018	$1,957,722	$2,086,109	$1,307	$-128,387

MIGDAL OZ INC