JEWISH CARE SYSTEM OF SAN ANTONIO (EIN 020622879) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

STACEY KLINE SCHWARTZ

Phone

2106164811

Tax Period

2023-01-01 to 2023-12-31

JEWISH CARE SYSTEM OF SAN ANTONIO, founded in 2002, is a small nonprofit in the Housing & Shelter sector that reported $116K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $212K exceeded revenue, resulting in a 83% operating deficit.

Mission

SUPPORT THE SPECIAL NEEDS OF THE JEWISH SENIOR COMMUNITY IN SAN ANTONIO, TEXAS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $115,578

Other Revenue $0

TOTAL REVENUE $115,578

Expense Breakdown

Grants Paid $212,014

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,014

Other Expenses $0

TOTAL EXPENSES $212,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,578	$87,787	+0.3%
Expenses	$212,014	$209,333	+0.0%
Net Income	$-96,436	$-121,546	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$149,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARI PULMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
BENNETT STAHL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PERRY WULFE	SECRETARY - TREASURER	2.00	Officer Director	$0	$0	$0
HAROLD BERG	DIRECTOR	2.00	Director	$0	$0	$0
GREG GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
TOM RODDY	DIRECTOR	2.00	Director	$0	$0	$0
ALICE TROY	DIRECTOR	2.00	Director	$0	$0	$0
MIKE KELNE	DIRECTOR	2.00	Director	$0	$0	$0
STACEY KLINE SCHWARTZ	CEO	4.00	Officer	$0	$0	$149,300

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	No data	No data	No data	No data
2023	$115,578	$212,014	$5,291,249	$-96,436
2022	$87,787	$209,333	$4,755,388	$-121,546
2021	$604,441	$197,146	$5,916,938	$407,295
2020	$553,514	$244,415	$5,509,940	$309,099
2019	$879,224	$243,865	$5,200,544	$635,359

JEWISH CARE SYSTEM OF SAN ANTONIO