BJH FOUNDATION FOR SENIOR SERVICES (EIN 203337653) - 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

2005

Legal Domicile

Principal Officer

RONALD MANHEIMER

Phone

3368548400

Tax Period

2017-10-01 to 2018-09-30

BJH FOUNDATION FOR SENIOR SERVICES, founded in 2005, is a small nonprofit in the Human Services sector that reported $847K in total revenue in fiscal year 2017. Revenue surged 157% from the prior year, signaling strong growth momentum. The organization ran a surplus of $474K, a strong 56% operating margin.

Mission

TO PROMOTE, IN ACCORDANCE WITH JEWISH VALUES AND BELIEFS, QUALITY HEALTH CARE AND/OR AN ENRICHED JEWISH ENVIRONMENT FOR THE JEWISH SENIORS IN THE CAROLINA.

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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 (2017)

Revenue Breakdown

Contributions & Grants $8,398

Program Service Revenue $0

Investment Income $835,986

Other Revenue $2,875

TOTAL REVENUE $847,259

Expense Breakdown

Grants Paid $260,465

Salaries & Benefits $44,136

Fundraising Expenses $0

Program Expenses $260,465

Other Expenses $69,089

TOTAL EXPENSES $373,690

Year-over-Year Comparison

	2017	2016	Change
Revenue	$847,259	$329,870	+1.6%
Expenses	$373,690	$374,213	0.0%
Net Income	$473,569	$-44,343	-11.7%

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
CHERYL DAVID	EX-OFFICIO	1.00	Director	$0	$0	$0
ANDREW ARONSON	IMM. PAST PRESIDENT	1.00	Director	$0	$0	$0
ALEC NATT	TREASURER	1.00	Officer Director	$0	$0	$0
BETSY GAMBURG	SECRETARY	1.00	Officer Director	$0	$0	$0
ALBERT JACOBSON	EX-OFFICIO	1.00	Director	$0	$0	$0
AUDREY MADANS	EX-OFFICIO	1.00	Director	$0	$0	$0
RONDALD J MANHEIMER PHD	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
DAVID MOFF	DIRECTOR	1.00	Director	$0	$0	$0
ARI MEDOFF	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID PLYLER	EX-OFFICIO	1.00	Director	$0	$0	$0
LEONARD ROGOFF	DIRECTOR	1.00	Director	$0	$0	$0
DR JEROME RUSKIN	EX-OFFICIO	1.00	Director	$0	$0	$0
ARTHUR SAMET	EX-OFFICIO	1.00	Director	$0	$0	$0
JERROLD PINSKER	PRESIDENT	3.00	Officer Director	$0	$0	$0
SUSAN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
RICK BOBER	DIRECTOR	1.00	Director	$0	$0	$0
STEFANIE KAHN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SCHIFTAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WEISS	DIRECTOR	1.00	Director	$0	$0	$0
AARON JOACHIM	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LIEB	DIRECTOR	1.00	Director	$0	$0	$0
ERIN ROSEN	DIRECTOR	1.00	Director	$0	$0	$0
ROB WEINER	DIRECTOR	1.00	Director	$0	$0	$0
WENDEE M CUTLER	EXECUTIVE DIRECTOR	25.00	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
2018	$847,259	$373,690	$10,031,372	$473,569

BJH FOUNDATION FOR SENIOR SERVICES