JEWISH HISTORICAL SOCIETY OF GREATER NEW HAVEN INC (EIN 060941787) - 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

1976

Legal Domicile

Principal Officer

HAROLD MILLER

Phone

2033926125

Tax Period

2024-07-01 to 2025-06-30

JEWISH HISTORICAL SOCIETY OF GREATER NEW HAVEN INC, founded in 1976, is a small nonprofit that reported $765K in total revenue in fiscal year 2024. Revenue surged 1223% from the prior year, signaling strong growth momentum. The organization ran a surplus of $712K, a strong 93% operating margin.

Mission

FOUNDED IN 1976 THE JEWISH HISTORICAL SOCIETY OF GREATER NEW HAVEN PROVIDES THE MISSION OF COLLECTING, PUBLISHING, AND PRESERVING PRIMARY SOURCE MATERIALS THAT SERVE AS THE CENTRAL REPOSITORY FOR DOCUMENTS, RESEARCH, AND EDUCATION TO CHRONICLE THE HISTORY OF GREATER NEW HAVEN'S JEWISH COMMUNITY.

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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 $713,898

Program Service Revenue $770

Investment Income $39,189

Other Revenue $11,371

TOTAL REVENUE $765,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,219

Fundraising Expenses $487

Program Expenses $51,014

Other Expenses $4,752

TOTAL EXPENSES $52,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$765,228	$57,859	+12.2%
Expenses	$52,971	$66,167	-0.2%
Net Income	$712,257	$-8,308	-86.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SCHWARTZ	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
PETER ALPERT	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
ARTHUR BARGAR	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH BROCHIN	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
ROBERT CAPLAN	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
ROBERT FORBES	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
LEAH GLASER	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
MIRIAM GLENN	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
AARON GOODE	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
LEONARD HONEYMAN	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
SIDNEY LEVINE	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN NARON	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
RHODA ZAHLER SAMUEL	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
DAVID SLOSSBERG	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL DIMENSTEIN	PRESIDENT	5.00	Officer	$0	$0	$0
ETA KAPLAN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
HAROLD MILLER	TREASURER	5.00	Officer	$0	$0	$0
JORDAN LEVIN	SECRETARY	5.00	Officer	$0	$0	$0
ADELE MESSINA	ASSISTANT SECRETARY	5.00	Officer	$0	$0	$0
MARJORIE DRUCKER	IMMEDIATE PAST PRESIDENT	5.00	Officer	$0	$0	$0
MARK CAPLAN	ASSISTANT TREASURER	5.00	Officer	$0	$0	$0
LAUREN MILLER	BOARD OF DIRECTOR	5.00	Officer	$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
2025	$765,228	$52,971	$863,871	$712,257

JEWISH HISTORICAL SOCIETY OF GREATER NEW HAVEN INC