JEWISH HOME OF ROCHESTER SENIOR HOUSING INC (EIN 161482447) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

MICHAEL KING

Phone

5854277760

Tax Period

2024-01-01 to 2024-12-31

JEWISH HOME OF ROCHESTER SENIOR HOUSING INC, founded in 1995, is a mid-sized nonprofit in the Human Services sector that reported $13.4M in total revenue in fiscal year 2024.

Mission

JEWISH HOME OF ROCHESTER SENIOR HOUSING (THE SUMMIT), PROVIDES INDEPENDENT LIVING, ENRICHED HOUSING AND OTHER RELATED SERVICES TO RESIDENTS, AS WELL AS LONG-TERM CARE SERVICES IN CONJUNCTION WITH JEWISH HOME OF ROCHESTER. THE SUMMIT CONSISTS OF 90 INDEPENDENT LIVING UNITS AND 60 ENRICHED LIVING UNITS AT WOLK MANOR.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,701

Program Service Revenue $13,126,625

Investment Income $178,498

Other Revenue $74,798

TOTAL REVENUE $13,405,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,011,282

Fundraising Expenses $0

Program Expenses $11,287,387

Other Expenses $7,290,027

TOTAL EXPENSES $13,301,309

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,405,622	$12,742,286	+0.1%
Expenses	$13,301,309	$12,468,555	+0.1%
Net Income	$104,313	$273,731	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

200

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

$1,311,483

Total Directors

$1,057,358

Key Employees

$657,444

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BAKER	BOARD MEMBER	0.30	Director	$0	$0	$0
ALAN KINEL	BOARD MEMBER / BOARD CHAIR	0.30	Officer Director	$0	$0	$0
MARC REICH	TREASURER / V CHAIR (TO APRIL 2024)	0.30	Officer Director	$0	$0	$0
MICHAEL S KING	BOARD MEMBER / CORP PRES & CEO	20.00	Officer Director	$123,055	$33,589	$1,057,358
CARLY ZECHER	SENIOR VP OF FINANCE & CFO	34.00	Officer	$52,701	$856	$254,125
DANIEL A MENDELSON MD	VP OF MEDICAL SERVICES	38.00	Key Emp	$18,039	$37,815	$468,043
WENDY FERRER	VP OF SENIOR HOUSING	40.00	Key Emp	$142,385	$0	$189,401
TRAVIS MASONIS	VP OF IT	36.00	Highest	$21,773	$11,129	$272,881
ADAM ANOLIK	BOARD MEMBER	0.30	Director	$0	$0	$0
BETSY D BRUGG ESQ	BOARD MEMBER	0.30	Director	$0	$0	$0
EMILY A KROHN LCSW	BOARD MEMBER	0.30	Director	$0	$0	$0
ERIC STONEHILL ESQ	BOARD MEMBER	0.30	Director	$0	$0	$0
HELENA KAPTEIN-SHRIER RN BSN	BOARD MEMBER	0.30	Director	$0	$0	$0
HON JONATHAN W FELDMAN	BOARD MEMBER	0.30	Director	$0	$0	$0
IRENA BOYCE PHD	BOARD MEMBER (UNTIL APRIL 2024)	0.30	Director	$0	$0	$0
JOY RYEN PLOTNIK ESQ	BOARD MEMBER	0.30	Director	$0	$0	$0
RICHARD N GRAY	BOARD MEMBER (FROM MAY 2024)	0.30	Director	$0	$0	$0
JILL EISENSTEIN	BOARD MEMBER (UNTIL APRIL 2024)	0.30	Director	$0	$0	$0
MARSHA N WITTINK MD MBE	BOARD MEMBER	0.30	Director	$0	$0	$0
KENNETH J GLAZER	BOARD MEMBER	0.30	Director	$0	$0	$0
MARVIN WOLK	BOARD MEMBER	0.30	Director	$0	$0	$0
MAURICE VARON MD	BOARD MEMBER	0.30	Director	$0	$0	$0
MICHELE RUDA LEVE	BOARD MEMBER	0.30	Director	$0	$0	$0
VALERIE ALHART	BOARD MEMBER / SECRETARY	0.30	Officer Director	$0	$0	$0
WENDY SILVERMAN RN BSN	BOARD MEMBER	0.30	Director	$0	$0	$0
TARA SMITH LPN	LPN	40.00	Highest	$119,463	$0	$119,463
ALISON BEARER	SALES COUNSELOR	40.00	Highest	$103,621	$7,794	$111,415
ANTHONY PENNIE LPN	LPN	40.00	Highest	$100,642	$0	$100,642
HAMID KHARMAZ	RESIDENT ASST TEAM LEAD	40.00	Highest	$102,467	$0	$102,467

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	$13,405,622	$13,301,309	$24,777,635	$104,313
2023	$12,742,286	$12,468,555	$25,908,518	$273,731
2022	$12,553,429	$12,115,118	$25,137,217	$438,311
2021	$11,513,861	$11,009,093	$25,141,223	$504,768
2020	$11,610,662	$11,531,794	$25,387,737	$78,868
2019	$11,851,535	$11,409,051	$26,043,320	$442,484
2018	$11,953,825	$10,533,953	$25,149,724	$1,419,872

JEWISH HOME OF ROCHESTER SENIOR HOUSING INC