JEP CONGREGATION OF LONG ISLAND (EIN 113149111) - 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

1993

Legal Domicile

Phone

5163741528

Tax Period

2023-09-01 to 2024-08-31

JEP CONGREGATION OF LONG ISLAND, founded in 1993, is a community nonprofit in the Unknown sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $480K, a strong 17% operating margin.

Mission

TO PROMOTE JEWISH EDUCATION & VALUES

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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 $1,829,952

Program Service Revenue $919,416

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,749,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $902,399

Fundraising Expenses $25,320

Program Expenses $1,687,274

Other Expenses $1,366,680

TOTAL EXPENSES $2,269,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,749,368	$2,043,345	+0.3%
Expenses	$2,269,079	$1,779,375	+0.3%
Net Income	$480,289	$263,970	+0.8%

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

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
DAVID SHENKER	Director	40.00	Director	$0	$0	$0
DAVID BODENHEIM	Vice President	5.00	Officer	$0	$0	$0
DAVID GREENBLATT	Chairman	5.00	Officer	$0	$0	$0
MICHAEL SCHICK	President	5.00	Officer	$0	$0	$0
PHYLLIS MUNK	Treasurer	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
2024	$2,749,368	$2,269,079	$3,351,748	$480,289
2023	$2,043,345	$1,779,605	$2,884,944	$263,740
2022	$1,774,148	$1,795,040	$2,641,724	$-20,892
2021	$1,732,858	$1,533,173	$2,559,054	$199,685
2020	$1,139,914	$1,483,644	$2,360,161	$-343,730
2019	$1,111,346	$1,514,714	$2,734,432	$-403,368
2018	$1,286,644	$1,304,651	$3,108,292	$-18,007

JEP CONGREGATION OF LONG ISLAND