TEMPLE BETH AM ENDOWMENT FUND INC (EIN 954306662) - 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

1991

Legal Domicile

Principal Officer

STUART WEISS

Phone

3103588221

Tax Period

2023-07-01 to 2024-06-30

TEMPLE BETH AM ENDOWMENT FUND INC, founded in 1991, is a community nonprofit in the Unknown sector that reported $1.0M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 104% operating deficit.

Mission

SUPPORT THE SERVICES PROVIDED BY TEMPLE BETH AM.

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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 $222,566

Program Service Revenue $0

Investment Income $697,524

Other Revenue $94,723

TOTAL REVENUE $1,014,813

Expense Breakdown

Grants Paid $1,963,020

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,963,020

Other Expenses $103,489

TOTAL EXPENSES $2,066,509

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,014,813	$1,684,094	-0.4%
Expenses	$2,066,509	$859,833	+1.4%
Net Income	$-1,051,696	$824,261	-2.3%

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
STUART WEISS	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON SWERDLOW	VICE PRESIDENT (THRU 02/24)	0.50	Officer Director	$0	$0	$0
SKIP SPERLING	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
BJ ELIAS	BOARD MEMBER	2.00	Director	$0	$0	$0
LLOYD GILBERT	BOARD MEMBER	3.00	Director	$0	$0	$0
LARRY HARRIS	BOARD MEMBER (THRU 02/24)	0.50	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	$1,014,813	$2,066,509	$16,770,162	$-1,051,696
2023	$1,684,094	$859,833	$16,713,880	$824,261
2022	$960,894	$785,342	$15,064,020	$175,552
2021	$1,041,839	$758,280	$17,035,628	$283,559
2020	$1,064,279	$713,130	$14,162,034	$351,149
2019	$535,311	$710,492	$13,983,201	$-175,181
2018	$527,185	$458,997	$13,541,273	$68,188

TEMPLE BETH AM ENDOWMENT FUND INC