SAN DIEGO COMMUNITY KOLLEL

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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

2022

Legal Domicile

Principal Officer

ADAM SIMON

Phone

8887356553

Tax Period

2023-01-01 to 2023-12-31

SAN DIEGO COMMUNITY KOLLEL, founded in 2022, is a small nonprofit in the Religion sector that reported $203K in total revenue in fiscal year 2023. The organization ran a surplus of $120K, a strong 59% operating margin.

Mission

The San Diego Community Kollel is organized for the primary purpose of making the world a better place through education, social programs, and mindful service of God.

Program Service Accomplishments

Program 1

Expenses: $6,988

We successfully launched a series of community engagement events, classes, and study sessions. Attendance at our nightly study sessions have grown significantly during the course of the year. We have reached more than 150 unique individuals and provided more than 600 hours of instruction during 2023

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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 $203,433

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $203,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,988

Other Expenses $82,958

TOTAL EXPENSES $83,044

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,433	N/A	N/A
Expenses	$83,044	N/A	N/A
Net Income	$120,389	$0	N/A

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	Role	Reportable Comp	Other Comp	Total
Adam Simon	President CEO Director	Officer Director	$0	$0	$0
Erica Simon	Director	Director	$0	$0	$0
Joshua Cohen	Secretary Director	Officer Director	$0	$0	$0
Daniel Friedman	Treasurer CFO Director	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
2023	$203,433	$83,044	$120,389	$120,389