Congregation Beit Simcha (EIN 831684337) - 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

Phone

5204900986

Tax Period

2024-01-01 to 2024-12-31

Congregation Beit Simcha, founded in 2018, is a small nonprofit in the Religion sector that reported $321K in total revenue in fiscal year 2024. The organization ran a surplus of $94K, a strong 29% operating margin.

Mission

Jewish religious services and education

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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 (2024)

Revenue Breakdown

Contributions & Grants $166,213

Program Service Revenue $0

Investment Income $9,497

Other Revenue $145,061

TOTAL REVENUE $320,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,003

Fundraising Expenses $0

Program Expenses $215,368

Other Expenses $115,044

TOTAL EXPENSES $227,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,771	$323,025	0.0%
Expenses	$227,047	$219,488	+0.0%
Net Income	$93,724	$103,537	-0.1%

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

N/A

Employees

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
Samuel Cohon	N/A	45.00		$109,503	$0	$109,503
MeMe Aguila	Secretary	2.00	Officer Director	$0	$0	$0
Alvin Feingold	Director	2.00	Director	$0	$0	$0
Duncan Clark	Director	2.00	Officer Director	$0	$0	$0
Ken Goodman	Vice President	2.00	Director	$0	$0	$0
Jeff Leichter	Director	2.00	Director	$0	$0	$0
Lynn Lande	Director	2.00	Director	$0	$0	$0
Douglas Friedman	Director	2.00	Director	$0	$0	$0
Jeff Rothstein	Treasurer	4.00	Officer Director	$0	$0	$0
Sloan R King	President	10.00	Officer 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	$323,025	$219,488	$501,394	$103,537
2024	$320,771	$227,047	$596,810	$93,724
2023	$579,416	$221,175	$397,345	$358,241
2022	$239,659	$209,605	$37,513	$30,054
2020	$212,740	$198,883	$37,220	$13,857

Congregation Beit Simcha