THE SHLOMO KATZ PROJECT (EIN 825385834) - 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

2018

Legal Domicile

Principal Officer

SHLOMO KATZ

Phone

3035681292

Tax Period

2023-01-01 to 2023-12-31

THE SHLOMO KATZ PROJECT, founded in 2018, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9K, a strong 20% operating margin.

Mission

A JEWISH PROJECT TO IMPART THE TEACHINGS OF THE TORAH IN UNIQUE WAYS SUCH AS MUSIC, TEACHINGS, TRIPS, ETC.

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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 $44,533

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $44,533

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,770

Other Expenses $9,793

TOTAL EXPENSES $35,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,533	$113,020	-0.6%
Expenses	$35,793	$114,465	-0.7%
Net Income	$8,740	$-1,445	-7.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHLOMO KATZ	PRESIDENT	30.00	Officer	$0	$0	$0
NAFTALI KALFA	VICE PRESIDENT	5.00	Officer	$0	$0	$0
TOBY KRAM	TREASURER	5.00	Officer	$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	$44,533	$35,793	$57,399	$8,740
2022	$113,020	$114,465	$48,659	$-1,445
2021	$114,933	$129,323	$50,104	$-14,390
2020	$221,242	$251,671	$64,494	$-30,429
2019	$266,307	$216,647	$94,923	$49,660

THE SHLOMO KATZ PROJECT