JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 201123519) - 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

2004

Legal Domicile

Principal Officer

AMY BERNSTEIN SHIVVERS

Phone

4023346498

Tax Period

2024-07-01 to 2025-06-30

JEWISH FEDERATION OF OMAHA FOUNDATION, founded in 2004, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $23.0M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.8M, a strong 34% operating margin.

Mission

TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.

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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 $15,248,137

Program Service Revenue $0

Investment Income $7,686,292

Other Revenue $62,952

TOTAL REVENUE $22,997,381

Expense Breakdown

Grants Paid $14,407,231

Salaries & Benefits $0

Fundraising Expenses $731,843

Program Expenses $14,409,637

Other Expenses $755,378

TOTAL EXPENSES $15,162,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,997,381	$16,843,346	+0.4%
Expenses	$15,162,609	$19,254,882	-0.2%
Net Income	$7,834,772	$-2,411,536	-4.2%

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

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

$191,598

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY ERMAN ROCKMAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
DONALD GOLDSTEIN	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN NORTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL ABRAMSON	TREASURER (TO 12/2024)	1.00	Officer Director	$0	$0	$0
BOB BELGRADE	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVEN BLOCH	DIRECTOR	1.00	Director	$0	$0	$0
BETH DOTAN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL EPSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
TED FRIEDLAND	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GILINSKY	DIRECTOR	1.00	Director	$0	$0	$0
JAY GORDMAN	DIRECTOR	1.00	Director	$0	$0	$0
KIP GORDMAN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD KOOPER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LEVINGER	DIRECTOR	1.00	Director	$0	$0	$0
TROY MEYERSON	DIRECTOR	1.00	Director	$0	$0	$0
MURRAY H NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN NOGG	DIRECTOR	1.00	Director	$0	$0	$0
CARL RIEKES	DIRECTOR	1.00	Director	$0	$0	$0
LOURI SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SCHLESSINGER	DIRECTOR	1.00	Director	$0	$0	$0
AMY BERNSTEIN SHIVVERS	FOUNDATION DIRECTOR	40.00	Officer	$0	$9,336	$191,598

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
2025	$22,997,381	$15,162,609	$144,726,004	$7,834,772
2024	$16,843,346	$19,254,882	$130,842,917	$-2,411,536
2023	$12,581,757	$7,819,554	$125,124,294	$4,762,203
2022	$18,975,669	$6,936,250	$116,697,128	$12,039,419
2021	$16,233,916	$5,979,276	$124,451,193	$10,254,640
2020	$7,479,336	$6,556,328	$101,608,136	$923,008
2019	$6,860,332	$8,527,729	$100,904,792	$-1,667,397
2018	$13,893,250	$6,665,136	$97,943,962	$7,228,114

JEWISH FEDERATION OF OMAHA FOUNDATION