OHR SHMUEL INC (EIN 832772550) - 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

NEAL GOTTLIEB

Phone

7329951090

Tax Period

2024-01-01 to 2024-12-31

OHR SHMUEL INC, founded in 2018, is a small nonprofit in the Human Services sector that reported $444K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

TO SUPPORT CHARITABLE, EDUCATIONAL, RELIGIOUS INSTITUTIONS AND INDIVIDUALS IN FINANCIAL DISTRESS.

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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 $428,113

Program Service Revenue $0

Investment Income $15,815

Other Revenue $0

TOTAL REVENUE $443,928

Expense Breakdown

Grants Paid $457,500

Salaries & Benefits $0

Fundraising Expenses $5,743

Program Expenses $457,500

Other Expenses $7,451

TOTAL EXPENSES $464,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,928	$467,771	-0.1%
Expenses	$464,951	$243,088	+0.9%
Net Income	$-21,023	$224,683	-1.1%

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

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
NEAL GOTTLIEB	Trustee	5.00	Director	$0	$0	$0
DAVID GOTTLIEB	Trustee	1.00	Director	$0	$0	$0
ALEXANDER LERNER	Trustee	1.00	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	$443,928	$464,951	$368,695	$-21,023
2023	$467,771	$243,088	$389,718	$224,683
2022	$205,286	$133,381	$165,035	$71,905

OHR SHMUEL INC