TEMPLE ISRAEL FOUNDATION TRUST FUND (EIN 942533608) - 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

1978

Legal Domicile

Principal Officer

ALAN GOLDBERG

Phone

2099518834

Tax Period

2024-07-01 to 2025-06-30

TEMPLE ISRAEL FOUNDATION TRUST FUND, founded in 1978, is a small nonprofit in the Religion sector that reported $428K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $260K, a strong 61% operating margin.

Mission

THE FOUNDATION FUND FINANCIALLY SUPPORTS THE RELIGIOUS, EDUCATIONAL AND CULTURAL GOALS OF TEMPLE ISRAEL.

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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 $306,142

Program Service Revenue $0

Investment Income $121,512

Other Revenue $0

TOTAL REVENUE $427,654

Expense Breakdown

Grants Paid $142,346

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,346

Other Expenses $25,375

TOTAL EXPENSES $167,721

Year-over-Year Comparison

	2024	2023	Change
Revenue	$427,654	$340,343	+0.3%
Expenses	$167,721	$131,463	+0.3%
Net Income	$259,933	$208,880	+0.2%

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

N/A

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
ALAN GOLDBERG	CHAIRMAN	5.00	Officer Director	$0	$0	$0
MONTY MERRILL	TREASURER	4.00	Officer Director	$0	$0	$0
PETER MEYER	SECRETARY	4.00	Officer Director	$0	$0	$0
JAMES MORRIS	TRUSTEE	3.00	Director	$0	$0	$0
SUSAN SHAW	TRUSTEE	3.00	Director	$0	$0	$0
STEVE SCHERMERHORN	TRUSTEE	3.00	Director	$0	$0	$0
DEBORAH BLINDER	TRUSTEE	3.00	Director	$0	$0	$0
MERRI ANN MESSENGER	TRUSTEE	3.00	Director	$0	$0	$0
JEFF HIRSCHFIELD	TRUSTEE	3.00	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	$427,654	$167,721	$3,007,438	$259,933
2024	$340,343	$131,463	$2,747,505	$208,880
2023	$13,334	$191,810	$2,538,625	$-178,476
2022	$255,857	$144,750	$2,717,101	$111,107
2021	$496,040	$140,691	$2,605,994	$355,349

TEMPLE ISRAEL FOUNDATION TRUST FUND