JEWISH UNION FOUNDATION INC (EIN 133636595) - 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

1991

Legal Domicile

Principal Officer

AVROHOM ADLER

Phone

2126138183

Tax Period

2023-07-01 to 2024-06-30

JEWISH UNION FOUNDATION INC, founded in 1991, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2023.

Mission

TO PROVIDE SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

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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 $50,734

Program Service Revenue $3,638,641

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,689,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,183,308

Other Expenses $3,584,423

TOTAL EXPENSES $3,584,423

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,689,375	$3,685,694	+0.0%
Expenses	$3,584,423	$3,243,455	+0.1%
Net Income	$104,952	$442,239	-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

N/A

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
ALAN FORMAN	CHAIRMAN	5.00	Officer Director	$0	$0	$0
AVROHOM ADLER	TREASURER	5.00	Officer Director	$0	$0	$0
BETSY MANDEL	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSEPH SEPTIMUS	BOARD MEMBER	2.00	Director	$0	$0	$0
DENA COOPERMAN	EXECUTIVE DIRECTOR	35.00	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	No data	No data	No data	No data
2024	$3,689,375	$3,584,423	$682,802	$104,952
2023	$3,685,694	$3,243,455	$1,023,364	$442,239
2022	$3,047,594	$2,759,096	$777,013	$288,498
2021	$2,260,331	$2,397,569	$854,279	$-137,238
2020	$3,080,129	$3,220,401	$1,139,599	$-140,272
2019	$3,030,348	$3,098,399	$1,242,225	$-68,051
2018	$2,732,770	$2,659,063	$1,394,604	$73,707

JEWISH UNION FOUNDATION INC