JEWISH HOME OF ROCHESTER ENRICHED HOUSING INC (EIN 161546905) - 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

1998

Legal Domicile

Principal Officer

MICHAEL KING

Phone

5854277760

Tax Period

2023-01-01 to 2023-12-31

JEWISH HOME OF ROCHESTER ENRICHED HOUSING INC, founded in 1998, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2023.

Mission

ENRICHED HOUSING (WOLK MANOR) IS A NOT-FOR-PROFIT ENRICHED LIVING COMMUNITY SPONSORED BY JEWISH SENIOR LIFE. WOLK MANOR OFFERS THE PERFECT COMPLIMENT OF COMFORTABLE APARTMENT LIVING, BEAUTIFUL COMMON AREAS FOR DINING, EVENTS AND RECREATION, PERSONAL SUPPORT SERVICES AND CARE FOR THOSE WHO NEED A LITTLE ASSISTANCE WITH DAY-TO-DAY LIVING ACTIVITIES. RESIDENTS ENJOY AN ACTIVE LIFESTYLE, WHILE RECEIVING PHYSICAL, MENTAL AND EMOTIONAL SUPPORT, AS NEEDED.

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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 $21,180

Program Service Revenue $6,989,815

Investment Income $10,597

Other Revenue $73,699

TOTAL REVENUE $7,095,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,982,155

Other Expenses $7,001,421

TOTAL EXPENSES $7,001,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,095,291	$7,020,420	+0.0%
Expenses	$7,001,421	$7,091,799	0.0%
Net Income	$93,870	$-71,379	-2.3%

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

$1,315,406

Total Directors

$552,334

Key Employees

$461,167

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BAKER	BOARD CHAIR TO 4/23 / BOARD MEMBER	0.30	Officer Director	$0	$0	$0
MARGOT WEINBERG MD	BOARD MEMBER TO 4/23	0.30	Director	$0	$0	$0
ALAN KINEL	BOARD MEMBER / BOARD CHAIR AT 5/23	0.30	Officer Director	$0	$0	$0
MARC REICH	TREASURER / VICE CHAIR AT 5/23	0.30	Officer Director	$0	$0	$0
STEVEN R GERSZ ESQ	SECRETARY TO 4/23 / BOARD MEMBER	0.30	Officer Director	$0	$0	$0
MICHAEL S KING	BOARD MEMBER / CORP PRES & CEO	5.00	Officer Director	$0	$59,215	$552,334
DEBORAH MCILVEEN	SENIOR VP OF FINANCE/CFO (TO 6/23)	10.00	Officer	$23,362	$960	$571,031
CARLY ZECHER	SENIOR VP OF FINANCE/CFO (FROM 5/23)	10.00	Officer	$11,117	$839	$192,041
DANIEL A MENDELSON MD	VP OF MEDICAL SERVICES	2.00	Key Emp	$0	$36,346	$461,167
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	0.30	Director	$0	$0	$0
JOY RYEN PLOTNIK ESQ	BOARD MEMBER (FROM MAY 2023)	0.30	Director	$0	$0	$0
JEFFREY W WEXLER	BOARD MEMBER (UNTIL APRIL 2023)	0.30	Director	$0	$0	$0
JILL EISENSTEIN	BOARD MEMBER	0.30	Director	$0	$0	$0
MARSHA N WITTINK MD MBE	BOARD MEMBER (FROM MAY 2023)	0.30	Director	$0	$0	$0
JULIAN GOLDSTEIN	BOARD MEMBER (UNTIL APRIL 2023)	0.30	Director	$0	$0	$0
KENNETH J GLAZER	BOARD MEMBER	0.30	Director	$0	$0	$0
LAWRENCE M BECKER	BOARD MEMBER (UNTIL APRIL 2023)	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 AT 5/23	0.30	Officer Director	$0	$0	$0
WENDY SILVERMAN RN BSN	BOARD MEMBER	0.30	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	No data	No data	No data	No data
2023	$7,095,291	$7,001,421	$1,156,091	$93,870
2022	$7,020,420	$7,091,799	$1,101,771	$-71,379
2021	$6,147,919	$6,182,161	$976,683	$-34,242
2020	$5,894,227	$6,001,950	$1,127,783	$-107,723
2019	$6,433,306	$6,180,288	$1,318,194	$253,018
2018	$6,219,633	$6,264,114	$1,103,124	$-44,481

JEWISH HOME OF ROCHESTER ENRICHED HOUSING INC