Ashrei Foundation (EIN 871876155) - 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

2021

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Ashrei Foundation, founded in 2021, is a small nonprofit in the Human Services sector that reported $125K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $197K exceeded revenue, resulting in a 58% operating deficit.

Mission

The Ashrei Foundation exists to empower and activate the St. Louis community and partners throughout the state of Missouri to promote economic justice, to relieve suffering, and interrupt cycles of poverty.

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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 $101,812

Program Service Revenue $200

Investment Income $23,197

Other Revenue $0

TOTAL REVENUE $125,209

Expense Breakdown

Grants Paid $17,500

Salaries & Benefits $99,306

Fundraising Expenses $12,791

Program Expenses $119,364

Other Expenses $80,549

TOTAL EXPENSES $197,355

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,209	$961,368	-0.9%
Expenses	$197,355	$80,364	+1.5%
Net Income	$-72,146	$881,004	-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

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

$68,361

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sara Ruiz	Executive Director	40.00	Officer	$68,361	$0	$68,361
Helen Petty	Board Member	2.00	Director	$0	$0	$0
Brian Epsten	Board Member	0.50	Director	$0	$0	$0
Rhoda Kahn Nussbaum	Board Member	1.00	Director	$0	$0	$0
Marcy Brodsky	Board Member	1.00	Director	$0	$0	$0
Amy Hunter	Board Member	0.50	Director	$0	$0	$0
Rabbi Susan Talve	Founder	2.00	Director	$0	$0	$0
Alex Templeton	Board Member	0.50	Director	$0	$0	$0
Ken Goldman	President	1.00	Officer Director	$0	$0	$0
Gawain Jameson	Vice President	1.00	Officer Director	$0	$0	$0
Elana Hertel	Secretary Chair of Governanc	2.00	Officer Director	$0	$0	$0
Joe Esstman	Treasurer Chair of Finance C	2.00	Officer 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	$125,209	$197,355	$813,791	$-72,146
2022	$961,368	$80,364	$885,146	$881,004

Ashrei Foundation