THE ROSEN MEMORIAL FUND INC (EIN 831279196) - 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

Principal Officer

YOEL STERNGOLD

Phone

8456592114

Tax Period

2020-01-01 to 2020-12-31

THE ROSEN MEMORIAL FUND INC, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $476K in total revenue in fiscal year 2020. Revenue surged 243% from the prior year, signaling strong growth momentum. Expenses of $716K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSITANCE AND SUPPORT TO WIDOWS, ORPHENS AND OTHER NEEDY INDIVIDUELS IN THE LOCAL COMMUNITY, AS WELL AS TO OTHER CHARITABLE, RELIGIOUS, AND EDUCATIONAL 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 (2020)

Revenue Breakdown

Contributions & Grants $475,987

Program Service Revenue $0

Investment Income $81

Other Revenue $0

TOTAL REVENUE $476,068

Expense Breakdown

Grants Paid $714,241

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $715,442

Other Expenses $2,017

TOTAL EXPENSES $716,258

Year-over-Year Comparison

	2020	2019	Change
Revenue	$476,068	$138,967	+2.4%
Expenses	$716,258	$67,892	+9.5%
Net Income	$-240,190	$71,075	-4.4%

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
BINYOMIN BERKOWITTZ	DIRECTOR	0.50	Director	$0	$0	$0
SHIA LEBRECHT	DIRECTOR	0.50	Director	$0	$0	$0
ABRAHAM SPIRA	DIRECTOR	0.50	Director	$0	$0	$0
YOEL STERNGOLD	DIRECTOR	3.00	Director	$0	$0	$0
HANINA SUSSHOLZ	DIRECTOR	0.50	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
2020	$476,068	$716,258	$225,803	$-240,190
2019	$138,967	$67,892	$465,993	$71,075
2018	$426,507	$31,589	$394,918	$394,918

THE ROSEN MEMORIAL FUND INC