THE JEWISH COMMUNITY FOUNDATION INC (EIN 060646689) - 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

1995

Legal Domicile

Principal Officer

JOEL WEISS

Phone

2032268197

Tax Period

2024-01-01 to 2024-12-31

THE JEWISH COMMUNITY FOUNDATION INC, founded in 1995, is a micro nonprofit in the Human Services sector that reported $624 in total revenue in fiscal year 2024. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $4K exceeded revenue, resulting in a 486% operating deficit.

Mission

SERVE AS A FUND DEVELOPMENT VEHICLE AND INVESTMENT MANAGER FOR THE FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY AND OTHER JEWISH AGENCIES.

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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 $0

Program Service Revenue $0

Investment Income $624

Other Revenue $0

TOTAL REVENUE $624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,657

TOTAL EXPENSES $3,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$624	$21,413	-1.0%
Expenses	$3,657	$137,725	-1.0%
Net Income	$-3,033	$-116,312	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON AUGUST	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
ROB BERKOWITZ	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID COHEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JUDA EPSTEIN	BOARD MEMBER	N/A	Director	$0	$0	$0
ARTHUR FINKLE	BOARD MEMBER	N/A	Director	$0	$0	$0
KEITH LENDER	BOARD MEMBER	N/A	Director	$0	$0	$0
CECILIA MESH	BOARD MEMBER	N/A	Director	$0	$0	$0
HAL ROSNICK	BOARD MEMBER	N/A	Director	$0	$0	$0
JEFF SIEGEL	CHAIRMAN	N/A	Officer Director	$0	$0	$0
JAMES SUGARMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID VINE	BOARD MEMBER	N/A	Director	$0	$0	$0
JOEL WEISS	CEO	N/A	Officer Director	$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	$624	$3,657	$6,333,435	$-3,033
2023	$21,413	$137,725	$6,309,304	$-116,312
2022	$7,374	$57,029	$6,310,766	$-49,655
2021	$1,527,830	$211,878	$6,358,074	$1,315,952
2020	$187,557	$200,571	$5,277,771	$-13,014
2019	$188,866	$141,880	$4,987,518	$46,986
2018	$79,310	$164,780	$4,250,973	$-85,470

THE JEWISH COMMUNITY FOUNDATION INC