THE CENTER FOR JEWISH HISTORY INC (EIN 133863344) - 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

RIO DANIEL

Phone

2122948301

Tax Period

2024-01-01 to 2024-12-31

THE CENTER FOR JEWISH HISTORY INC, founded in 1995, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.5M in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $10.1M exceeded revenue, resulting in a 35% operating deficit.

Mission

PRESERVE & PROMOTE JEWISH HISTORY & CULTURE THROUGH ARCHIVE, LIBRARY, EXHIBITS, AND PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,171,530

Program Service Revenue $1,684,553

Investment Income $1,243,251

Other Revenue $361,377

TOTAL REVENUE $7,460,711

Expense Breakdown

Grants Paid $261,037

Salaries & Benefits $4,948,719

Fundraising Expenses $898,547

Program Expenses $8,053,478

Other Expenses $4,873,451

TOTAL EXPENSES $10,083,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,460,711	$13,554,947	-0.4%
Expenses	$10,083,207	$9,809,812	+0.0%
Net Income	$-2,622,496	$3,745,135	-1.7%

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

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

$671,747

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BALDWIN	CHAIR	2.00	Officer Director	$0	$0	$0
DAVID FRIEDMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RONALD LIEBERMAN	TREASURER	2.00	Officer Director	$0	$0	$0
ELISHEVA CARLEBACH	SECRETARY	2.00	Officer Director	$0	$0	$0
ALEXANDER BLAVATNIK	DIRECTOR	2.00	Director	$0	$0	$0
LEONARD BLAVATNIK	DIRECTOR	2.00	Director	$0	$0	$0
DAVID DANGOOR	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT EINHORN	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW FRACKMAN	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE FREEMAN	DIRECTOR	2.00	Director	$0	$0	$0
PAUL GLASSMAN	DIRECTOR (THRU 12/2024)	2.00	Director	$0	$0	$0
MICHAEL JESSELSON	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES KNAPP	DIRECTOR	2.00	Director	$0	$0	$0
SIDNEY LAPIDUS	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL LAUFER	DIRECTOR	2.00	Director	$0	$0	$0
RUTH LEVINE	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN LEWIS	DIRECTOR (THRU 12/2024)	2.00	Director	$0	$0	$0
JOEL MARCUS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID MARWELL	DIRECTOR	2.00	Director	$0	$0	$0
IRENE PLETKA	DIRECTOR	2.00	Director	$0	$0	$0
MARC POLONSKY	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT RIFKIND	DIRECTOR	2.00	Director	$0	$0	$0
ABRAHAM SOFAER	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDER SOROS	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE TOCCI	DIRECTOR	2.00	Director	$0	$0	$0
SHELBY WHITE	DIRECTOR	2.00	Director	$0	$0	$0
RIO DANIEL	CEO	40.00	Officer	$280,173	$17,577	$297,750
GAVRIEL ROSENFELD	PRESIDENT	40.00	Officer	$252,642	$4,927	$257,569
RACHEL MILLER	VICE PRESIDENT (THRU 8/2024)	40.00	Officer	$110,626	$5,802	$116,428
MIMI WU	DIRECTOR OF FINANCE	40.00	Highest	$167,979	$24,123	$192,102
DOROTHY KAUFFMAN	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$217,609	$38,525	$256,134
LOUIS PINZON	DIRECTOR OF IT	40.00	Highest	$107,531	$28,330	$135,861
IAN GRAY	DIRECTOR OF OPERATIONS	40.00	Highest	$127,233	$11,716	$138,949
HANNAH MALYN	INSTITUTIONAL GIVING MANAGER	40.00	Highest	$124,698	$1,221	$125,919

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	$7,460,711	$10,083,207	$52,194,951	$-2,622,496
2023	$13,554,947	$9,809,812	$53,074,919	$3,745,135
2022	$7,884,174	$9,375,771	$47,263,677	$-1,491,597
2021	$9,804,079	$8,359,896	$52,466,984	$1,444,183
2020	$9,445,600	$8,272,113	$50,225,214	$1,173,487
2019	$6,979,143	$9,092,997	$47,145,707	$-2,113,854
2018	$8,300,717	$8,580,042	$48,115,506	$-279,325

THE CENTER FOR JEWISH HISTORY INC