JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC (EIN 042127023) - 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

1926

Legal Domicile

Principal Officer

NORA GORENSTEIN

Phone

4137374313

Tax Period

2023-01-01 to 2023-12-31

JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC, founded in 1926, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $5.4M left a modest 5% surplus.

Mission

TO ENSURE CONTINUITY AND WELL-BEING OF A VIBRANT JEWISH COMMUNITY

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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 $1,749,694

Program Service Revenue $0

Investment Income $3,966,464

Other Revenue $0

TOTAL REVENUE $5,716,158

Expense Breakdown

Grants Paid $3,846,410

Salaries & Benefits $806,521

Fundraising Expenses $452,903

Program Expenses $4,390,042

Other Expenses $763,930

TOTAL EXPENSES $5,416,861

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,716,158	$4,106,954	+0.4%
Expenses	$5,416,861	$2,698,306	+1.0%
Net Income	$299,297	$1,408,648	-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

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

$121,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBYN NEWHOUSE	TRUSTEE	1.00	Director	$0	$0	$0
MOLLY PARR	SECRETARY	1.00	Officer Director	$0	$0	$0
FRANK ROBERTS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MAX SCHNAPER	TRUSTEE	1.00	Director	$0	$0	$0
SARAH SHTRAX	TRUSTEE	1.00	Director	$0	$0	$0
MIRYAM KABAKOV	TRUSTEE	1.00	Director	$0	$0	$0
HENNEY LEWIN	TRUSTEE	1.00	Director	$0	$0	$0
CORRIE TRATTNER	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA VOGEL	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL ENGELSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK GOLD	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE HERZBERG	TRUSTEE	1.00	Director	$0	$0	$0
RONI GOLD	TRUSTEE	1.00	Director	$0	$0	$0
LISA KATZ	TRUSTEE	1.00	Director	$0	$0	$0
NORA GORENSTEIN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$121,404	$421	$121,825
BRUCE TURCOTTE	CONTROLLER	40.00	Officer	$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	No data	No data	No data	No data
2023	$5,716,158	$5,416,861	$51,230,397	$299,297
2023	$5,663,423	$5,416,861	$51,177,662	$246,562
2022	$4,106,954	$2,698,306	$47,889,200	$1,408,648
2022	$4,101,797	$2,761,510	$47,930,586	$1,340,287
2021	$5,261,181	$3,563,158	$56,590,523	$1,698,023
2020	$4,132,350	$4,467,303	$50,688,301	$-334,953
2019	$5,287,016	$4,422,116	$46,397,089	$864,900
2018	$3,126,961	$3,638,800	$41,153,507	$-511,839

JEWISH FEDERATION OF WESTERN MASSACHUSETTS INC