JEWISH FEDERATION OF THE BERKSHIRES (EIN 042131409) - 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

1954

Legal Domicile

Principal Officer

JOSH CUTLER

Phone

4134424360

Tax Period

2024-01-01 to 2024-12-31

JEWISH FEDERATION OF THE BERKSHIRES, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $512K, a strong 24% operating margin.

Mission

THE JEWISH FEDERATION OF THE BERKSHIRES CARES FOR THOSE IN NEED AND NURTURES AND SUSTAINS THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND AROUND THE WORLD TODAY AND FOR FUTURE GENERATIONS.

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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 $1,884,082

Program Service Revenue $152,090

Investment Income $67,668

Other Revenue $0

TOTAL REVENUE $2,103,840

Expense Breakdown

Grants Paid $659,704

Salaries & Benefits $513,272

Fundraising Expenses $182,670

Program Expenses $1,282,266

Other Expenses $418,781

TOTAL EXPENSES $1,591,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,103,840	$1,717,686	+0.2%
Expenses	$1,591,757	$1,747,099	-0.1%
Net Income	$512,083	$-29,413	-18.4%

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

$163,937

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARLENE SCHIFF	PRESIDENT	1.00	Director	$0	$0	$0
NATALIE MATUS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JUDY USOW	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ELISA SPUNGEN BILDNER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JOSH CUTLER	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE ILBERG LAMM	SECRETARY	1.00	Officer Director	$0	$0	$0
ELISA SCHINDLER-FRANKEL	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
ANN FALCHUK	DIRECTOR	1.00	Director	$0	$0	$0
KATHY FRAKER	DIRECTOR	1.00	Director	$0	$0	$0
KEN FISHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JANE GLASER	DIRECTOR	1.00	Director	$0	$0	$0
JANE KARLIN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE KOZUPSKY	DIRECTOR	1.00	Director	$0	$0	$0
STUART MASTERS	DIRECTOR	1.00	Director	$0	$0	$0
GAIL ORENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
TOM SAWYER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WASSERMAN	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY WEINER	DIRECTOR	1.00	Director	$0	$0	$0
AMY BLUMKIN	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA COOK-DUBIN	DIRECTOR	1.00	Director	$0	$0	$0
BERYL JOLLY	DIRECTOR	1.00	Director	$0	$0	$0
HANK MAIMIN	DIRECTOR	1.00	Director	$0	$0	$0
LIZ MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WEINER	DIRECTOR	1.00	Director	$0	$0	$0
JEN SACON	DIRECTOR	1.00	Director	$0	$0	$0
DARA KAUFMAN	EXECUTIVE DI	40.00	Officer	$147,852	$16,085	$163,937

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	$2,103,840	$1,591,757	$4,964,825	$512,083
2023	$1,717,686	$1,747,099	$4,023,374	$-29,413
2022	$1,469,513	$1,497,034	$3,721,913	$-27,521
2021	$1,974,772	$1,129,576	$4,101,307	$845,196
2020	$1,224,669	$1,115,966	$3,475,171	$108,703
2019	$1,304,850	$1,131,136	$3,284,019	$173,714
2018	$1,213,980	$1,051,817	$2,918,073	$162,163

JEWISH FEDERATION OF THE BERKSHIRES