JEWISH FAMILY SERVICE OF ORANGE COUNTY INC (EIN 141731791) - 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

1990

Legal Domicile

Principal Officer

NICOLETTA RONSINI

Phone

8453411173

Tax Period

2023-01-01 to 2023-12-31

JEWISH FAMILY SERVICE OF ORANGE COUNTY INC, founded in 1990, is a small nonprofit in the Community Improvement sector that reported $692K in total revenue in fiscal year 2023. Expenses of $660K left a modest 5% surplus.

Mission

TO PROVIDE QUALITY, ACCESSIBLE AND AFFORDABLE SOCIAL SERVICES, DIRECT AID, REFERRAL AND ADVOCACY, REGARDLESS OF RACE, RELIGION, OR ETHNIC IDENTITY, WITHIN THE GUIDELINES OF AND IN ACCORDANCE WITH, JEWISH ETHICS AND TRADITIONS, IN ORDER TO STRENGTHEN FAMILY AND COMMUNITY IN ORANGE COUNTY.

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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 $637,518

Program Service Revenue $45,152

Investment Income $8,696

Other Revenue $1,000

TOTAL REVENUE $692,366

Expense Breakdown

Grants Paid $31,525

Salaries & Benefits $395,658

Fundraising Expenses $7,609

Program Expenses $431,193

Other Expenses $232,786

TOTAL EXPENSES $659,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$692,366	$684,732	+0.0%
Expenses	$659,969	$830,218	-0.2%
Net Income	$32,397	$-145,486	-1.2%

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

300

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

$64,462

Total Directors

$64,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET DAVIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR ARLENE SOLOMON ROSHKO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT SCHOENBERG	TREASURER	1.00	Officer Director	$0	$0	$0
BETTY GROSSMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOEL APPLEBAUM	DIRECTOR	1.00	Director	$0	$0	$0
GERALD BLOOMFIELD	DIRECTOR	1.00	Director	$0	$0	$0
JANET KASS	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH PARISER	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA STRAUSS	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA SWAN	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE WORONOFF	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA WEINTRAUB	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH MARKMAN	EXECUTIVE DIRECTOR	40.00	Officer Director	$64,462	$0	$64,462

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	$692,366	$659,969	$1,085,578	$32,397
2023	$690,555	$663,713	$1,085,782	$26,842
2022	$684,732	$830,218	$1,037,147	$-145,486
2022	$677,307	$822,793	$1,037,147	$-145,486
2021	$808,384	$629,774	$1,217,470	$178,610
2021	$808,384	$676,477	$1,170,767	$131,907
2020	$781,241	$662,102	$981,973	$119,139
2019	$777,388	$625,914	$880,359	$151,474
2018	$749,688	$689,095	$647,632	$60,593

JEWISH FAMILY SERVICE OF ORANGE COUNTY INC