Congregation Roeh Israel (EIN 840830252) - 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

2001

Legal Domicile

Principal Officer

Burton H Yellin

Phone

3033376254

Tax Period

2023-01-01 to 2023-12-31

Congregation Roeh Israel, founded in 2001, is a small nonprofit that reported $352K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $1.2M represent 40 months of operating reserves.

Mission

Church Religious Teachings

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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 $312,529

Program Service Revenue $0

Investment Income $1,428

Other Revenue $37,795

TOTAL REVENUE $351,752

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,567

Fundraising Expenses $0

Program Expenses $362,186

Other Expenses $200,619

TOTAL EXPENSES $362,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$351,752	$376,019	-0.1%
Expenses	$362,186	$374,795	0.0%
Net Income	$-10,434	$1,224	-9.5%

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

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

$72,047

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Burton H Yellin	Trustee	55.00	Director	$65,547	$0	$65,547
Craig P Pearce	Trustee	5.00	Director	$6,500	$0	$6,500
Michael J Cherochak	President	0.00	Director	$0	$0	$0
Daniel A Young	Vice President	0.00	Director	$0	$0	$0
Jay McMaster	Secretary	0.00	Director	$0	$0	$0
Winston Cho	Treasurer	0.00	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
2023	$351,752	$362,186	$1,703,868	$-10,434
2022	$376,019	$374,795	$1,656,024	$1,224
2021	$363,407	$344,935	$1,626,594	$18,472
2020	$383,046	$320,340	$1,497,210	$62,706
2019	$377,263	$289,235	$1,328,444	$88,028

Congregation Roeh Israel