Congregation Beit Simcha

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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

2023-07-01 to 2024-06-30

Congregation Beit Simcha, founded in 2018, is a small nonprofit in the Religion sector that reported $323K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $104K, a strong 32% operating margin.

Mission

Jewish religious services and education

Program Service Accomplishments

Program 1

Expenses: $202,938 Revenue: $183,741

Jewish religious services - restricted Jewish studies school

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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 $183,741

Program Service Revenue $0

Investment Income $4,503

Other Revenue $134,781

TOTAL REVENUE $323,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,003

Fundraising Expenses $0

Program Expenses $202,938

Other Expenses $114,485

TOTAL EXPENSES $219,488

Year-over-Year Comparison

	2023	2022	Change
Revenue	$323,025	$579,416	-0.4%
Expenses	$219,488	$221,175	0.0%
Net Income	$103,537	$358,241	-0.7%

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	Rabbi	45.00		$98,253	$0	$98,253
Sloan R King	President	10.00	Officer Director	$0	$0	$0
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

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