BETH-EL CONGREGATION ENDOWMENT (EIN 873766944) - 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

Principal Officer

BEN ROSENTHAL

Phone

8173327141

Tax Period

2024-07-01 to 2025-06-30

BETH-EL CONGREGATION ENDOWMENT, founded in 2021, is a community nonprofit in the Religion sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 250% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 67% operating margin.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO HOLD, MANAGE, SOLICIT, RECEIVE, ADMINISTER AND INVEST PROPERTY FOR THE EXCLUSIVE USE, BENEFIT, AND SUPPORT OF THE BETH-EL CONGREGATION.

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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 $1,529,125

Program Service Revenue $0

Investment Income $536,367

Other Revenue $0

TOTAL REVENUE $2,065,492

Expense Breakdown

Grants Paid $611,621

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $611,621

Other Expenses $62,612

TOTAL EXPENSES $674,233

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,065,492	$590,596	+2.5%
Expenses	$674,233	$458,189	+0.5%
Net Income	$1,391,259	$132,407	+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

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
BEN ROSENTHAL	DIRECTOR/PRE	5.00	Officer Director	$0	$0	$0
MARC SLOTER	DIRECTOR/SEC	5.00	Officer Director	$0	$0	$0
DAVID EBERSTEIN	DIRECTOR/TRE	5.00	Officer Director	$0	$0	$0
JEFF KAITCER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL APPLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SIMON	DIRECTOR	1.00	Director	$0	$0	$0
SHELDON LEVY	DIRECTOR	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
2025	$2,065,492	$674,233	$12,945,879	$1,391,259
2024	No data	No data	No data	No data
2023	$467,854	$1,046,888	$9,417,650	$-579,034
2022	$10,624,652	$152,388	$9,346,656	$10,472,264

BETH-EL CONGREGATION ENDOWMENT