KOLLEL BAIS YOSEF INC (EIN 843530879) - 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

2019

Legal Domicile

Principal Officer

JOSEPH PERLSTEIN

Phone

7326689078

Tax Period

2024-01-01 to 2024-12-31

KOLLEL BAIS YOSEF INC, founded in 2019, is a small nonprofit in the Religion sector that reported $358K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $72K, a strong 20% operating margin.

Mission

TO EXPEND, CONTRIBUTE, AND OTHERWISE DISPOSE OF ITS MONEY, AND OTHER PROPERTY TO FURTHER JEWISH RELIGIOUS SCHOLARSHIP BY CONTRIBUTING TO OR OTHERWISE VOLUNTARILY FINANCIALLY ASSISTING NEEDY RELIGIOUS INSTITUTIONS, OR STUDENTS, BOTH IN THE UNITED STATES AND ABROAD.

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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 $358,208

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $358,208

Expense Breakdown

Grants Paid $280,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $282,126

Other Expenses $6,005

TOTAL EXPENSES $286,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$358,208	$322,320	+0.1%
Expenses	$286,005	$283,794	+0.0%
Net Income	$72,203	$38,526	+0.9%

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
JOSEPH PERLSTEIN	TRUSTEE	5.00	Director	$0	$0	$0
SIMON RAUCHVERGER	TRUSTEE	1.00	Director	$0	$0	$0
ABRAHAM TRESS	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	$358,208	$286,005	$190,997	$72,203
2023	$322,320	$283,794	$118,464	$38,526
2022	$258,533	$182,829	$79,938	$75,704
2021	$185,379	$192,577	$4,234	$-7,198
2020	$91,769	$80,337	$11,432	$11,432

KOLLEL BAIS YOSEF INC