JEWISH HERITAGE MUSEUM OF MONMOUTH CTY INC (EIN 204316463) - 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

2006

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

JEWISH HERITAGE MUSEUM OF MONMOUTH CTY INC, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $94K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $113K exceeded revenue, resulting in a 20% operating deficit.

Mission

MISSION IS TO CONNECT JEWS TO THEIR HERITAGE, PRESENT EXHIBITS & PROVIDE PROGRAMS & PUBLICATIONS THAT CELEBRATE, PRESERVE, EXPLORE & ILLUSTRATE THE RICH & UNIQUE HISTORY OF THE JEWISH RESIDENTS OF MONMOUTH COUNTY AND ITS VICINITY AND THEIR CONTRIBUTIONS TO THE LARGER COMMUNITY

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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 $49,421

Program Service Revenue $44,126

Investment Income $734

Other Revenue $0

TOTAL REVENUE $94,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,757

Fundraising Expenses $2,797

Program Expenses $24,208

Other Expenses $51,960

TOTAL EXPENSES $112,717

Year-over-Year Comparison

	2023	2022	Change
Revenue	$94,281	$72,124	+0.3%
Expenses	$112,717	$109,229	+0.0%
Net Income	$-18,436	$-37,105	-0.5%

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

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
LINDA BURNS	TRUSTEE	3.00	Director	$0	$0	$0
GLORIA BERMAN	TRUSTEE	2.00	Officer Director	$0	$0	$0
IRENE HERBIN	TREASURER	0.00	Officer Director	$0	$0	$0
JEFFREY WOLF	TRUSTEE	3.00		$0	$0	$0
CAROL FOX	TRUSTEE	3.00		$0	$0	$0
ARLENE LUTZ	RECORDING SECRETARY	3.00		$0	$0	$0
ALICE BERMAN	CORRESPONDING SECRETARY	3.00		$0	$0	$0
LAURENCE GURMAN	BOARD PRESIDENT	4.00	Officer	$0	$0	$0
MARC DIAMENT	VICE PRESIDENT	0.00	Officer	$0	$0	$0
JESSICA SOLOMON	EXECUTIVE DIRECTOR	30.00	Key Emp	$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
2025	No data	No data	No data	No data
2024	$94,281	$112,717	$135,796	$-18,436
2023	$72,124	$109,229	$156,264	$-37,105
2022	$108,252	$82,667	$195,476	$25,585
2021	$104,633	$71,483	$169,049	$33,150

JEWISH HERITAGE MUSEUM OF MONMOUTH CTY INC