The Maltz Museum of Jewish Heritage (EIN 043684531) - 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

2002

Legal Domicile

Principal Officer

Aaron Petersal

Phone

2165930575

Tax Period

2024-07-01 to 2025-06-30

The Maltz Museum of Jewish Heritage, founded in 2002, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.0M in total revenue in fiscal year 2024. Expenses of $3.5M left a modest 11% surplus.

Mission

The Maltz Museum of Jewish Heritage is an American story of diversity and tolerance.

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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 $2,630,447

Program Service Revenue $105,911

Investment Income $1,305,620

Other Revenue $-89,866

TOTAL REVENUE $3,952,112

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $1,361,975

Fundraising Expenses $280,363

Program Expenses $2,704,408

Other Expenses $2,050,690

TOTAL EXPENSES $3,512,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,952,112	$3,698,491	+0.1%
Expenses	$3,512,665	$3,383,083	+0.0%
Net Income	$439,447	$315,408	+0.4%

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

302

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

$308,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Renee Chelm	Chair	2.00	Officer Director	$0	$0	$0
Tamar Maltz	President	2.00	Officer Director	$0	$0	$0
Keith Libman	Vice President	2.00	Officer Director	$0	$0	$0
Mary Ann Corrigan Davis	Secretary	2.00	Officer Director	$0	$0	$0
Joe Cimperman	Trustee	2.00	Director	$0	$0	$0
Grant Dinner	Trustee	2.00	Director	$0	$0	$0
Lois Goodman	Trustee	2.00	Director	$0	$0	$0
David Katz	Trustee	2.00	Director	$0	$0	$0
Kerry Keretsz	Trustee	2.00	Director	$0	$0	$0
Susan Krantz	Trustee	2.00	Director	$0	$0	$0
Alan M Krause	Trustee until 12/1/24	2.00	Director	$0	$0	$0
Kenneth B Liffman	Trustee	2.00	Director	$0	$0	$0
Sarah Spinner Liska	Trustee until 8/27/24	2.00	Director	$0	$0	$0
Milton Maltz	Trustee - Chairman Emeritus	2.00	Director	$0	$0	$0
Darrell McNair	Trustee	2.00	Director	$0	$0	$0
Kim Pesses	Trustee	2.00	Director	$0	$0	$0
Larry Pollock	Trustee	2.00	Director	$0	$0	$0
Albert B Ratner	Trustee	2.00	Director	$0	$0	$0
James Ratner	Trustee	2.00	Director	$0	$0	$0
Irving Rosner	Trustee	2.00	Director	$0	$0	$0
Felton Thomas Jr	Trustee	2.00	Director	$0	$0	$0
Phil Wasserstrom	Trustee until 3/28/25	2.00	Director	$0	$0	$0
Daniel Zelman	Trustee	2.00	Director	$0	$0	$0
Adam Zelwin	Trustee	2.00	Director	$0	$0	$0
David Schafer	Managing Director until 9/30/24	40.00	Officer	$180,128	$8,173	$188,301
Aaron Petersal	Executive Director	40.00	Officer	$95,299	$25,324	$120,623
James Gomez	Treasurer	2.00	Officer	$0	$0	$0
Susan Friedman	Deputy Director - Operations	40.00	Highest	$123,745	$13,861	$137,606
Dayan Gross	Director of Development	40.00	Highest	$117,466	$9,661	$127,127

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
2025	$3,952,112	$3,512,665	$34,364,143	$439,447
2024	$3,698,491	$3,383,083	$32,822,946	$315,408
2023	$3,059,135	$3,072,508	$30,470,788	$-13,373
2022	$6,706,494	$2,779,822	$29,320,754	$3,926,672
2021	$2,967,482	$2,369,233	$30,145,147	$598,249
2020	$2,982,814	$3,152,097	$25,292,456	$-169,283
2019	$3,658,411	$4,391,878	$26,183,761	$-733,467
2018	$2,896,723	$2,710,612	$26,952,315	$186,111

The Maltz Museum of Jewish Heritage