ADDLESTONE HEBREW ACADEMY TRUST FUND

EIN: 836190929 501(c)(3) Religion

CHARLESTON, SC

Total Revenue
$83,180
Total Expenses
$29,790
Total Assets
N/A
Net Assets
N/A
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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
SC
Principal Officer
EDWARD KRONSBERG
Phone
8435779300
Tax Period
2019-01-01 to 2019-12-31

ADDLESTONE HEBREW ACADEMY TRUST FUND, founded in 2018, is a micro nonprofit in the Religion sector that reported $83K in total revenue in fiscal year 2019. Revenue surged 280% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 64% operating margin.

Mission

THE ORGANIZATION PROVIDES THE ADDLESTONE HEBREW ACADEMY WITH GRANTS

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $83,180
Other Revenue $0
TOTAL REVENUE $83,180

Expense Breakdown

Grants Paid $23,680
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $29,790
Other Expenses $6,110
TOTAL EXPENSES $29,790

Year-over-Year Comparison

2019 2018 Change
Revenue $83,180 $21,863 +2.8%
Expenses $29,790 $24,214 +0.2%
Net Income $53,390 $-2,351 -23.7%
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
2

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EDWARD KRONSBERG CO-TRUSTEE 1.00
$0 $0 $0
JONATHAN M ZUCKER CO-TRUSTEE 1.00
$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
2019 $83,180 $29,790 No data $53,390
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