METROPOLITAN JEWISH HEALTH SYSTEM INC (EIN 113538697) - 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

DAVID WAGNER

Phone

7184917208

Tax Period

2023-01-01 to 2023-12-31

METROPOLITAN JEWISH HEALTH SYSTEM INC, founded in 1995, is a mid-sized nonprofit in the Health Care sector that reported $68.1M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

TO SUPPORT THE DELIVERY OF HEALTH CARE SERVICES TO PATIENTS IN THE NEW YORK METROPOLITAN AREA.

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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 $7,200,000

Program Service Revenue $58,828,841

Investment Income $2,067,707

Other Revenue $24,569

TOTAL REVENUE $68,121,117

Expense Breakdown

Grants Paid $5,000,000

Salaries & Benefits $33,452,355

Fundraising Expenses $0

Program Expenses $5,000,000

Other Expenses $29,565,995

TOTAL EXPENSES $68,018,350

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,121,117	$57,960,712	+0.2%
Expenses	$68,018,350	$57,960,715	+0.2%
Net Income	$102,767	$-3	-34256.7%

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

231

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

$3,073,388

Total Directors

$1,485,170

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Wagner	CEO, President	3.0	Officer Director	$1,346,372	$138,798	$1,485,170
David Koschitzki	Chief Financial Officer	3.0	Officer	$696,333	$124,203	$820,536
Christina Van Vort	Chief Legal Officer	3.0	Officer	$680,101	$87,581	$767,682
Diane Ashley	Chief Marketing & Comm	35.0	Highest	$508,077	$96,202	$604,279
Nadine Ferguson	CHIEF HUMAN RESOURCES OFFICER	35.0	Highest	$444,283	$107,759	$552,042
Felicia Dyer Johnson	CHIEF EXPERIENCE OFFICER	35.0	Highest	$433,224	$94,444	$527,668
Jacob Beniawski	VP, FINANCE	35.0	Highest	$387,569	$99,188	$486,757
Eni Bakallbashi	CHIEF STRATEGY OFFICER	35.0	Highest	$362,441	$110,149	$472,590
Danielle Rollmann	Chair	5.0	Officer Director	$0	$0	$0
Bradley Fluegel	Vice Chair	0.5	Officer Director	$0	$0	$0
Burton Esrig	Secretary	0.5	Officer Director	$0	$0	$0
Steven Topal	Treasurer	0.5	Officer Director	$0	$0	$0
Peter Bailey	Director	0.5	Director	$0	$0	$0
Eli S Feldman	Director	0.5	Director	$0	$0	$0
Cari Almo Gallman	Director	0.5	Director	$0	$0	$0
Arthur Goshin	Director	0.5	Director	$0	$0	$0
Stephen Jackson	Director	0.5	Director	$0	$0	$0
Benjamin Karsch	Director	0.5	Director	$0	$0	$0
Amir Kishon	Director	0.5	Director	$0	$0	$0
Geline Midouin	Director	0.5	Director	$0	$0	$0
Jay Talbot	Director	0.5	Director	$0	$0	$0
Ann Wyatt	Director	0.5	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	$68,121,117	$68,018,350	$38,842,625	$102,767
2022	$57,960,712	$57,960,715	$34,717,895	$-3
2021	$58,353,402	$58,327,658	$29,936,897	$25,744
2020	$60,897,961	$69,982,273	$32,845,157	$-9,084,312
2019	$49,870,666	$49,079,737	$35,935,870	$790,929
2018	$49,532,290	$43,995,098	$37,191,490	$5,537,192

METROPOLITAN JEWISH HEALTH SYSTEM INC