Jewish Community Alliance Southern Maine (EIN 010530420) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Leslie Kirby

Phone

2077721959

Tax Period

2023-09-01 to 2024-08-31

Jewish Community Alliance Southern Maine is a 501(c)(3) with EIN 010530420, based in Portland, ME. Founded in 1999, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $5,261,264 in total revenue and $5,188,187 in total expenses, with net assets of $12,738,144.

Mission

To coordinate, promote, and support the Jewish philanthropic, benevolent, educational, and communal activities in Southern Maine. To foster, develop, and encourage agencies as will best promote the welfare of this community.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,855,495

Program Service Revenue $1,975,690

Investment Income $181,121

Other Revenue $248,958

TOTAL REVENUE $5,261,264

Expense Breakdown

Grants Paid $160,837

Salaries & Benefits $2,968,582

Fundraising Expenses $301,003

Program Expenses $4,376,213

Other Expenses $2,058,768

TOTAL EXPENSES $5,188,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,261,264	$4,377,561	+0.2%
Expenses	$5,188,187	$3,899,901	+0.3%
Net Income	$73,077	$477,660	-0.8%

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

$115,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah Allenby	President	3.00	Officer Director	$0	$0	$0
Lea Steirman	Vice President	1.00	Officer Director	$0	$0	$0
Becca Asen	Treasurer	0.50	Officer Director	$0	$0	$0
Cathy Kline	Secretary	0.50	Officer Director	$0	$0	$0
Stuart Piltch	Immediate Past President	3.00	Officer Director	$0	$0	$0
Mollie Barnathan	Director	0.50	Director	$0	$0	$0
Tom Rosen	Director	0.50	Director	$0	$0	$0
Marilyn Weinberg	Director	0.50	Director	$0	$0	$0
Chad Higgins	Director	0.50	Director	$0	$0	$0
Janet Marstine	Director	0.50	Director	$0	$0	$0
Rachel Alfond	Director	0.50	Director	$0	$0	$0
Perry Newman	Director	0.50	Director	$0	$0	$0
Julia Bailin	Director	0.50	Director	$0	$0	$0
Lena Geraghty	Director	0.50	Director	$0	$0	$0
Laura Kittle	Director	0.50	Director	$0	$0	$0
Stefanie Levenson	Director	0.50	Director	$0	$0	$0
Mandy Levine	Director	0.50	Director	$0	$0	$0
Molly Curren Rowles	Executive Director	40.00	Officer	$109,104	$6,805	$115,909

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	$5,261,264	$5,188,187	$13,308,266	$73,077
2023	$4,377,561	$3,899,901	$12,848,055	$477,660
2022	$3,111,220	$3,131,233	$12,213,770	$-20,013
2021	$2,545,946	$2,223,323	$12,590,266	$322,623
2020	$2,144,569	$2,309,261	$12,045,746	$-164,692
2019	$3,788,722	$2,674,863	$12,218,866	$1,113,859
2018	$2,498,114	$2,650,852	$12,874,898	$-152,738

Jewish Community Alliance Southern Maine