Jewish Heritage Programs (EIN 133780385) - 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

1994

Legal Domicile

Principal Officer

RABBI MENACHAM SCHMIDT

Phone

2157466105

Tax Period

2023-10-01 to 2024-09-30

Jewish Heritage Programs, founded in 1994, is a small nonprofit in the Religion sector that reported $986K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

A PEER TO PEER NETWORK FOR JEWISH COLLEGE STUDENTS AND CONTINUES AS A PIONEER IN PEER TO PEER EVENTS FOR YOUNG PROFESSIONALS AND JEWISH BUSINESS PEOPLE.

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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 $976,360

Program Service Revenue $7,176

Investment Income $0

Other Revenue $2,014

TOTAL REVENUE $985,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $596,930

Fundraising Expenses $41,682

Program Expenses $626,507

Other Expenses $449,113

TOTAL EXPENSES $1,046,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$985,550	$864,283	+0.1%
Expenses	$1,046,043	$1,036,281	+0.0%
Net Income	$-60,493	$-171,998	-0.6%

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
RABBI MENACHEM SCHMIDT	PRESIDENT	40.0	Officer Director	$0	$0	$0
EPHRAIM LEVIN	SECRETARY	1.0	Officer Director	$0	$0	$0
SARAH DIAMOND	BOARD MEMBER	1.0	Director	$0	$0	$0
STEVE MILLER	BOARD MEMBER	1.0	Director	$0	$0	$0
ANNABEL SINGER	BOARD MEMBER	1.0	Director	$0	$0	$0
Zoya Raynes	Treaurer	1.0	Officer 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	$985,550	$1,046,043	$100,276	$-60,493
2023	$864,283	$1,036,281	$106,183	$-171,998
2022	$1,093,970	$880,305	$271,208	$213,665
2021	$817,493	$839,653	$142,572	$-22,160
2020	$574,707	$876,867	$227,099	$-302,160
2019	$1,016,220	$992,213	$176,629	$24,007
2018	$1,069,320	$1,178,805	$209,666	$-109,485
2017	$961,158	$804,236	$206,097	$156,922

Jewish Heritage Programs