JEWISH COMMUNITY FOUNDATION INC

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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

ANDI LEVIN

Phone

8567519500

Tax Period

2023-10-01 to 2024-09-30

JEWISH COMMUNITY FOUNDATION INC, founded in 2004, is a community nonprofit in the Religion sector that reported $7.2M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 35% operating margin.

Mission

TO ASSIST INDIVIDUALS AND FAMILIES IN ACHIEVING THEIR PHILANTHROPIC GOALS THROUGH FUNDS TO SUPPORT THE LOCAL COMMUNITY, AGENCIES AND PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $4,600,779

TO DEVELOP COMMUNITY AND LEGACY ENDOWMENT FUNDS TO SUPPORT LOCAL COMMUNITY, AGENCIES AND PROGRAMS.

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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 $5,070,629

Program Service Revenue $0

Investment Income $2,142,916

Other Revenue $18,392

TOTAL REVENUE $7,231,937

Expense Breakdown

Grants Paid $4,088,300

Salaries & Benefits $242,523

Fundraising Expenses $0

Program Expenses $4,600,779

Other Expenses $360,393

TOTAL EXPENSES $4,691,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,231,937	$5,654,036	+0.3%
Expenses	$4,691,216	$3,862,365	+0.2%
Net Income	$2,540,721	$1,791,671	+0.4%

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

N/A

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
JODI BERMAN	TRUSTEE	1.00	Director	$0	$0	$0
LARRY BERNSTEIN CFA	TREASURER	1.00	Officer Director	$0	$0	$0
ALISON BELL KEIM	TRUSTEE	1.00	Director	$0	$0	$0
AJ KREIMER	TRUSTEE	1.00	Director	$0	$0	$0
IVY BROWN ROVNER	TRUSTEE	1.00	Director	$0	$0	$0
STANLEY COOPER CFP	TRUSTEE	1.00	Director	$0	$0	$0
ED RIVKIN	TRUSTEE	1.00	Director	$0	$0	$0
GLENN FUHRMAN ESQ	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN KRIVCHENIA	TRUSTEE	1.00	Director	$0	$0	$0
HARRIET SCHULMAN	TRUSTEE	1.00	Director	$0	$0	$0
MILT GOTTSCHALK	TRUSTEE	1.00	Director	$0	$0	$0
RABBI BRYAN WEXLER	TRUSTEE	1.00	Director	$0	$0	$0
JOCELYN BOROWSKY ESQ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SYDRIA SCHAFFER MD	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN OLINSKY CPA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON LEVINE	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA LEVIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY CLAYMAN CPA	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
RHONA COHEN	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN ZELL	TRUSTEE	1.00	Director	$0	$0	$0
JEFF SHACKET	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT SCHULMAN	TRUSTEE	1.00	Director	$0	$0	$0
MARC SHENKER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID OSTRUM	TRUSTEE	1.00	Director	$0	$0	$0
JODI LEVINE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SNYDER	DIRECTOR / ASSISTANT SECRETARY	20.00	Officer Director	$0	$0	$0
HARV COHEN CIMA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT ELIAS FSA	TRUSTEE	1.00	Director	$0	$0	$0
ADAM KAMINER	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER DUBROW WEISS MSW LSW	CEO/ASSISTANT SECRETARY	20.00	Officer	$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	$7,231,937	$4,691,216	$48,448,772	$2,540,721
2023	$5,654,036	$3,862,365	$39,626,852	$1,791,671
2022	$6,857,971	$3,512,401	$35,558,063	$3,345,570
2021	$8,752,647	$4,406,127	$42,600,461	$4,346,520
2020	$5,455,659	$4,856,976	$33,591,974	$598,683
2019	$4,015,707	$10,191,162	$32,373,107	$-6,175,455
2018	$4,165,156	$3,458,973	$38,345,288	$706,183