TEMPLE SOLEL ENDOWMENT FOUNDATION (EIN 860680065) - 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

1990

Legal Domicile

Principal Officer

JIM MOSS

Phone

6023215873

Tax Period

2023-01-01 to 2023-12-31

TEMPLE SOLEL ENDOWMENT FOUNDATION, founded in 1990, is a small nonprofit that reported $122K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $195K exceeded revenue, resulting in a 60% operating deficit.

Mission

TO MANAGE FUNDS TO SUPPORT THE ACTIVITIES, PROGRAMS, AND GROWTH OF TEMPLE SOLEL.

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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 $26,152

Program Service Revenue $18,000

Investment Income $78,066

Other Revenue $0

TOTAL REVENUE $122,218

Expense Breakdown

Grants Paid $74,500

Salaries & Benefits $0

Fundraising Expenses $10,040

Program Expenses $164,500

Other Expenses $120,729

TOTAL EXPENSES $195,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$122,218	$161,513	-0.2%
Expenses	$195,229	$110,998	+0.8%
Net Income	$-73,011	$50,515	-2.4%

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

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
ROBERT SIAMON	PRESIDENT	0.25	Officer Director	$0	$0	$0
SCOTT COHEN	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
JIM MOSS	TREASURER	0.25	Officer Director	$0	$0	$0
GAIL ZUCKER	SECRETARY	0.25	Officer Director	$0	$0	$0
ARNIE ALPERT	DIRECTOR	0.25	Director	$0	$0	$0
MARYANN BLOOM	DIRECTOR	0.25	Director	$0	$0	$0
AVERY CROSSMAN	DIRECTOR	0.25	Director	$0	$0	$0
ROBERT DANOFF	DIRECTOR	0.25	Director	$0	$0	$0
RICHARD LAMDEN	DIRECTOR	0.25	Director	$0	$0	$0
KEN LOVE	DIRECTOR	0.25	Director	$0	$0	$0
DEAN SCHEINERT	DIRECTOR	0.25	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	No data	No data	No data	No data
2023	$122,218	$195,229	$6,978,798	$-73,011
2022	$161,513	$110,998	$7,051,809	$50,515
2021	$168,617	$146,418	$7,001,294	$22,199
2020	$146,457	$205,496	$6,979,095	$-59,039

TEMPLE SOLEL ENDOWMENT FOUNDATION