OR HALEV CENTER FOR JEWISH SPIRITUA LITY AND MEDITATION INC (EIN 822531089) - 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

MICHAEL BURNHAM

Tax Period

2023-01-01 to 2023-12-31

OR HALEV CENTER FOR JEWISH SPIRITUA LITY AND MEDITATION INC, founded in 2017, is a small nonprofit in the Religion sector that reported $855K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $394K, a strong 46% operating margin.

Mission

WE PROVIDE A MINISTRY PROGRAM AS WELL AS PROVIDING FINANCIAL ASSISTANCE TO SIMILAR FOREIGN ORGANIZATIONS.

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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 $442,800

Program Service Revenue $412,629

Investment Income $0

Other Revenue $0

TOTAL REVENUE $855,429

Expense Breakdown

Grants Paid $186,000

Salaries & Benefits $20,269

Fundraising Expenses $71,133

Program Expenses $365,328

Other Expenses $254,902

TOTAL EXPENSES $461,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$855,429	$471,026	+0.8%
Expenses	$461,171	$534,987	-0.1%
Net Income	$394,258	$-63,961	-7.2%

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

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
MICHAEL BURNHAM	CO-CHAIR	5.00	Officer Director	$0	$0	$0
JOE GREEN	CO-CHAIR	5.00	Officer Director	$0	$0	$0
JONATHAN TASSOFF	TREASURER	5.00	Officer Director	$0	$0	$0
STEPHANIE PELL	SECRETARY	5.00	Officer Director	$0	$0	$0
KAREN HERRON	DIRECTOR	5.00	Director	$0	$0	$0
ALAN BERNSTEIN	DIRECTOR	5.00	Director	$0	$0	$0
BRYAN BERKETT	DIRECTOR	5.00	Director	$0	$0	$0
JILL MINNEMAN	DIRECTOR	5.00	Director	$0	$0	$0
JAMES JACOBSON MAISELS SEE SCH O	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$855,429	$461,171	$850,429	$394,258
2022	$471,026	$534,987	$400,202	$-63,961
2021	$557,905	$479,991	$407,163	$77,914
2020	$402,001	$143,328	$327,249	$258,673
2019	$236,881	$164,632	$68,576	$72,249

OR HALEV CENTER FOR JEWISH SPIRITUA LITY AND MEDITATION INC