ALLIED JEWISH APARTMENTS FOUNDATION (EIN 204375532) - 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

Principal Officer

MICHAEL KLEIN

Phone

3033991146

Tax Period

2023-01-01 to 2023-12-31

ALLIED JEWISH APARTMENTS FOUNDATION, founded in 2006, is a small nonprofit in the Housing & Shelter sector that reported $537K in total revenue in fiscal year 2023. Revenue surged 323% from the prior year, signaling strong growth momentum. The organization ran a surplus of $485K, a strong 90% operating margin.

Mission

TO PROVIDE SUPPORT TO LOW INCOME SENIORS SEEKING HOUSING AND SUPPORT SERVICES

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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 $0

Program Service Revenue $0

Investment Income $537,278

Other Revenue $0

TOTAL REVENUE $537,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,079

Program Expenses $44,820

Other Expenses $52,185

TOTAL EXPENSES $52,185

Year-over-Year Comparison

	2023	2022	Change
Revenue	$537,278	$126,980	+3.2%
Expenses	$52,185	$55,187	-0.1%
Net Income	$485,093	$71,793	+5.8%

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

$295,393

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PERRY MOSS	PRESIDENT/PAST KAVOD SENIOR LIF	1.00	Officer Director	$0	$0	$0
JAY MACTAS	PAST KAVOD SENIOR LIFE MEM	1.00	Officer Director	$0	$0	$0
MOLLY ZWERDLINGER	KAVOD SENIOR LIFE MEMBER	1.00	Director	$0	$0	$0
JAN SCHORR	KAVOD SENIOR LIFE MEMBER	1.00	Director	$0	$0	$0
BRIAN RECHT	OUTSIDE MEMBER	1.00	Director	$0	$0	$0
ALAN REIFLER	OUTSIDE MEMBER	1.00	Director	$0	$0	$0
JOEY SIMON	KAVOD SENIOR LIFE MEMBER	1.00	Director	$0	$0	$0
KEVIN SHULLER	OUTSIDE MEMBER	1.00	Director	$0	$0	$0
WEBB YOLANDA	KAVOD SENIOR LIFE MEMBER	1.00	Director	$0	$0	$0
MICHAEL KLEIN	PRESIDENT/CHIEF EXECUTIVE	2.00	Officer	$0	$25,500	$295,393

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	$537,278	$52,185	$6,900,262	$485,093
2022	$126,980	$55,187	$6,017,345	$71,793
2021	$382,936	$48,713	$7,307,567	$334,223
2020	$144,639	$294,760	$6,472,208	$-150,121
2019	$213,379	$42,887	$6,063,893	$170,492
2018	$290,280	$43,463	$5,041,496	$246,817

ALLIED JEWISH APARTMENTS FOUNDATION