JEWISH NURSING HOME OF WESTERN MASSACHUSETTS INC (EIN 043138403) - 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

ADAM BERMAN

Phone

4135676211

Tax Period

2023-01-01 to 2023-12-31

JEWISH NURSING HOME OF WESTERN MASSACHUSETTS INC, founded in 1991, is a mid-sized nonprofit in the Human Services sector that reported $26.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO CARE FOR THE FRAIL, ELDERLY AND INFIRMED ACCORDING TO JEWISH TRADITIONS.

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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 $274,661

Program Service Revenue $26,173,328

Investment Income $957

Other Revenue $228,463

TOTAL REVENUE $26,677,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,075,345

Fundraising Expenses $0

Program Expenses $21,459,940

Other Expenses $10,994,162

TOTAL EXPENSES $26,069,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,677,409	$24,186,750	+0.1%
Expenses	$26,069,507	$22,264,631	+0.2%
Net Income	$607,902	$1,922,119	-0.7%

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

458

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

$2,185,916

Total Directors

$750,987

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM BERMAN	PRESIDENT AND CEO	1.00	Officer Director	$0	$21,326	$750,987
STUART ANFANG	CHAIR	1.00	Officer Director	$0	$0	$0
RUDY D'AGOSTINO	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL CASARTELLO	CLERK	1.00	Officer Director	$0	$0	$0
CHRISTOPHER CARR	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE FEINSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
GERALD LAZARUS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GOLDSMITH	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
JODIE DITUSA	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA FINKEL	DIRECTOR	1.00	Director	$0	$0	$0
PETER GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HALPERN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DANE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ROSENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KLINE	DIRECTOR	1.00	Director	$0	$0	$0
JANE ALBERT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WEBER	DIRECTOR	1.00	Director	$0	$0	$0
BARRY BERMAN	CEO EMERITUS-CHIEF PHILANTHROPY OFFICER	1.00	Officer	$0	$10,548	$903,917
ELIZABETH MULLEN	COO	1.00	Officer	$0	$8,407	$301,271
JENNIFER SANTERRE	CFO	1.00	Officer	$0	$20,813	$229,741
ELINOR RIBERIO	LPN	40.00	Highest	$188,077	$10,233	$198,310
CAROL MORTENSEN	EXECUTIVE DIRECTOR	40.00	Highest	$156,165	$771	$156,936
MARYANNE SCHELB	REGIONAL DIRECTOR OF BUS DEV	40.00	Highest	$145,497	$24,205	$169,702
ADRIANA SERRA-MORALES	LPN	40.00	Highest	$146,597	$14,072	$160,669
NATALYA GAVEL	RN	40.00	Highest	$146,164	$13,487	$159,651

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	$26,677,409	$26,069,507	$28,625,798	$607,902
2022	$24,186,750	$22,264,631	$27,884,769	$1,922,119
2021	$18,778,772	$19,957,417	$27,155,425	$-1,178,645
2020	$20,040,739	$20,481,212	$29,154,300	$-440,473
2019	$20,535,617	$22,007,730	$29,184,155	$-1,472,113
2018	$22,871,175	$25,406,380	$21,042,064	$-2,535,205

JEWISH NURSING HOME OF WESTERN MASSACHUSETTS INC