THE JEWISH HISTORICAL SOCIETY OF G… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

STEVE KLEINMAN

Phone

8607276171

Tax Period

2022-07-01 to 2023-06-30

THE JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $238K in total revenue in fiscal year 2022. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 25% operating margin.

Mission

TO COLLECT AND PRESERVE HISTORICAL DOCUMENTS AND MEMORABILIA AS IT RELATES TO THE JEWISH PEOPLE OF GREATER HARTFORD IN ORDER TO PROMOTE COMMUNITY AWARENESS.

Program Service Accomplishments

Program 1

Expenses: $169,227 Revenue: $6,212

TO COLLECT AND PRESERVE HISTORICAL DOCUMENTS AND MEMORABILIA AS IT RELATES TO THE JEWISH PEOPLE OF GREATER HARTFORD IN ORDER TO PROMOTE COMMUNITY AWARENESS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $236,152

Program Service Revenue $5,967

Investment Income $2,176

Other Revenue $-5,973

TOTAL REVENUE $238,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,603

Fundraising Expenses $0

Program Expenses $169,227

Other Expenses $72,587

TOTAL EXPENSES $179,190

Year-over-Year Comparison

	2022	2021	Change
Revenue	$238,322	$152,031	+0.6%
Expenses	$179,190	$159,516	+0.1%
Net Income	$59,132	$-7,485	-8.9%

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

$49,583

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE GOLDBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA SELIG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVEN KLEINMAN	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID KLAU	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ALAN BERKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
ANN BRANDWEIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL COHEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DIAMOND	DIRECTOR	1.00	Director	$0	$0	$0
MARY DONOHUE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FISHMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHARON KOWAL FREILICH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
ABBEY MILLER KREINIK	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN LANDAU	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN LESCHER	DIRECTOR	1.00	Director	$0	$0	$0
MICHALEE MERRITT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SILVER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SPERBER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH ROSE	EXECUTIVE DIRECTOR	30.00	Officer	$49,583	$0	$49,583

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	$238,322	$179,190	$327,006	$59,132

THE JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD INC