SHOMRIM OF OHEV SHALOM ENDOWMENT (EIN 815278038) - 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

2016

Legal Domicile

Principal Officer

MITCH GERSON

Phone

2153229595

Tax Period

2025-01-01 to 2025-12-31

SHOMRIM OF OHEV SHALOM ENDOWMENT, founded in 2016, is a micro nonprofit in the Religion sector that reported $20K in total revenue in fiscal year 2025. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $37K exceeded revenue, resulting in a 83% operating deficit.

Mission

RAISE ENDOWMENT FOR OHEV SHALOM OF BUCKS COUNTY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $20,240

Other Revenue $0

TOTAL REVENUE $20,240

Expense Breakdown

Grants Paid $33,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,450

Other Expenses $3,779

TOTAL EXPENSES $37,029

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20,240	$25,787	-0.2%
Expenses	$37,029	$103,574	-0.6%
Net Income	$-16,789	$-77,787	-0.8%

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

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
MITCH GERSON	PRESIDENT/SE	4.00	Officer Director	$0	$0	$0
HEDY HOFFMAN	TREASURER	4.00	Officer Director	$0	$0	$0
CRAIG SURNITSKY	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL GOLDSTEIN	TRUSTEE	0.50	Director	$0	$0	$0
BRUCE GOLDSTEIN	TRUSTEE	1.25	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	$20,240	$37,029	$580,712	$-16,789
2024	$25,787	$103,574	$574,019	$-77,787
2023	$18,052	$3,488	$634,033	$14,564
2022	$54,620	$3,582	$601,853	$51,038
2021	$110,916	$2,708	$599,118	$108,208

SHOMRIM OF OHEV SHALOM ENDOWMENT