JEWISH FAMILY SERVICE OF GREATER NEW HAV (EIN 060646692) - 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

1919

Legal Domicile

Principal Officer

ALISSA WURTZEL

Phone

2033895599

Tax Period

2023-01-01 to 2023-12-31

JEWISH FAMILY SERVICE OF GREATER NEW HAV, founded in 1919, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 36% operating deficit.

Mission

JEWISH FAMILY SERVICE OF GREATER NEW HAVEN (JFSGNH) SUPPORTS AND STRENGTHENS INDIVIDUAL, FAMILY AND COMMUNITY LIFE BY PROVIDING A WIDE RANGE OF SOCIAL SERVICES. WE WELCOME PEOPLE OF ALL AGES, ABILITES, RACES, ETHNICITIES, SEXUAL ORIENTATIONS, GENDER IDENTITIES, AND FAITHS. JFS IS GUIDED BY THE COMPASSIONATE AND ETHICAL VALUES OF JUDAISM.

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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 $920,650

Program Service Revenue $121,365

Investment Income $27,880

Other Revenue $736

TOTAL REVENUE $1,070,631

Expense Breakdown

Grants Paid $217,708

Salaries & Benefits $873,316

Fundraising Expenses $117,770

Program Expenses $975,004

Other Expenses $362,420

TOTAL EXPENSES $1,453,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,070,631	$1,826,069	-0.4%
Expenses	$1,453,444	$2,267,404	-0.4%
Net Income	$-382,813	$-441,335	-0.1%

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

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

$231,434

Total Directors

$231,434

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISSA WURTZEL	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$122,731	$12,320	$135,051
CATHERINE SEGAL	FINANCE DIRECTOR	40.00	Officer Director	$80,000	$16,383	$96,383
DALIA COLEMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
HEDDA RUBENSTEIN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MELAINE RAUSCH	SECRETARY	5.00	Officer Director	$0	$0	$0
ED SENESAC	TREASURER	20.00	Officer Director	$0	$0	$0
MARNI SMITH KATZ	DEVELOPMENT CHAIR	1.00	Officer Director	$0	$0	$0
LINDA CAPLAN	DEVELOPMENT CHAIR	1.00	Officer Director	$0	$0	$0
ILENE ROSALIMSKY BRONEN	BOARD MEMBER	1.00	Director	$0	$0	$0
HERBERT BROCKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ISAIAH COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
HEIDI GOLD DWORKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE EPSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES SHURE	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA CAPLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY KATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA BRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN SARDI	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2023	$1,070,631	$1,453,444	$2,468,033	$-382,813
2022	$1,826,905	$2,267,404	$2,844,266	$-440,499
2021	$2,402,562	$2,256,735	$3,506,645	$145,827
2020	$2,746,503	$2,394,066	$3,349,651	$352,437
2019	$2,221,833	$2,478,980	$2,905,101	$-257,147
2018	$2,279,728	$2,477,534	$2,877,374	$-197,806

JEWISH FAMILY SERVICE OF GREATER NEW HAV