JEWISH FEDERATION HOUSING DEVELOPMENT FUND COMPANY (EIN 161100930) - 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

1977

Legal Domicile

Principal Officer

SHAWN FRIER

Tax Period

2019-07-01 to 2020-06-30

JEWISH FEDERATION HOUSING DEVELOPMENT FUND COMPANY, founded in 1977, is a mid-sized nonprofit that reported $12.8M in total revenue in fiscal year 2019. Revenue surged 877% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.6M, a strong 99% operating margin.

Mission

LOW-COST HOUSING FOR ELDERLY & HANDICAPPED

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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 (2019)

Revenue Breakdown

Contributions & Grants $116,688

Program Service Revenue $23,734

Investment Income $12,647,661

Other Revenue $15,921

TOTAL REVENUE $12,804,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,146

Fundraising Expenses $0

Program Expenses $108,418

Other Expenses $112,456

TOTAL EXPENSES $162,602

Year-over-Year Comparison

	2019	2018	Change
Revenue	$12,804,004	$1,311,110	+8.8%
Expenses	$162,602	$1,240,068	-0.9%
Net Income	$12,641,402	$71,042	+176.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN FRIER	PRESIDENT	5.00	Officer Director	$0	$0	$0
RANDY SPIVACK	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CINDY KOMM	SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID NORMAN	TREASURER	5.00	Officer Director	$0	$0	$0
KAREN GREENSPAN	DIRECTOR	5.00	Director	$0	$0	$0
CAROL STEUERNAGEL	DIRECTOR	5.00	Director	$0	$0	$0
MITCHELL STEINHORN	DIRECTOR	5.00	Director	$0	$0	$0
LISA LAUDATO	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW SHAEVEL	DIRECTOR	5.00	Director	$0	$0	$0
KATHLEEN HAGGERTY	PROJECT MANAGER	40.00		$8,417	$0	$8,417

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
2020	$12,804,004	$162,602	$12,347,738	$12,641,402
2020	$1,951,149	$14,298,887	No data	$-12,347,738

JEWISH FEDERATION HOUSING DEVELOPMENT FUND COMPANY