JEWISH SENIOR LIFE FOUNDATION INC (EIN 222263845) - 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

1979

Legal Domicile

Principal Officer

JOY PLOTNIK

Phone

5854277760

Tax Period

2023-01-01 to 2023-12-31

JEWISH SENIOR LIFE FOUNDATION INC, founded in 1979, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.9M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.3M, a strong 35% operating margin.

Mission

THE PRIMARY PURPOSE OF THE FOUNDATION IS TO GENERATE FINANCIAL SUPPORT TO SUSTAIN THE MISSION OF JEWISH SENIOR LIFE AND ITS AFFILIATES, TO ENHANCE THE LIVES OF OUR RESIDENTS, PATIENTS, AND THEIR FAMILIES.

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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 $2,518,433

Program Service Revenue $0

Investment Income $1,352,294

Other Revenue $0

TOTAL REVENUE $3,870,727

Expense Breakdown

Grants Paid $1,482,977

Salaries & Benefits $465,379

Fundraising Expenses $397,374

Program Expenses $1,507,167

Other Expenses $577,771

TOTAL EXPENSES $2,526,127

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,870,727	$3,425,495	+0.1%
Expenses	$2,526,127	$2,827,731	-0.1%
Net Income	$1,344,600	$597,764	+1.2%

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

$924,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIAN GOLDSTEIN	BOARD PRESIDENT TO 5/23/BOARD MEMBER AT 6/23	0.30	Officer Director	$0	$0	$0
LAURENCE KESSLER	BOARD MEMBER	0.30	Director	$0	$0	$0
FRAIDA LEVINSON	BOARD MEMBER	0.30	Director	$0	$0	$0
JOY PLOTNIK	VP & TREAS TO 5/23/CHAIR AT 6/23	0.30	Officer Director	$0	$0	$0
RACHEL ROSEN	BOARD MEMBER	0.30	Director	$0	$0	$0
DAVID ROSS	BOARD SECRETARY	0.30	Officer Director	$0	$0	$0
FRAN STUDLEY	BOARD MEMBER	0.30	Director	$0	$0	$0
MARGOT WEINBERG	BOARD MEMBER	0.30	Director	$0	$0	$0
LISA AXELROD	BOARD MEMBER	0.30	Director	$0	$0	$0
ROBERT BAKER	BOARD TREASURER AT 6/23	0.30	Officer Director	$0	$0	$0
DEBORAH GOLDMAN	BOARD MEMBER	0.30	Director	$0	$0	$0
RICK GOLDSTEIN	BOARD MEMBER	0.30	Director	$0	$0	$0
SUSAN HALPERN	BOARD MEMBER	0.30	Director	$0	$0	$0
MITCHELL S NUSBAUM	BOARD MEMBER	0.30	Director	$0	$0	$0
AL KINEL	BOARD MEMBER (FROM JUNE 2023)	30.00	Director	$0	$0	$0
DEBORAH MCILVEEN	SENIOR VP & CFO UNTIL 6/23	4.00	Officer	$570,071	$960	$571,031
THOMAS MCDADE CLAY	EXECUTIVE DIRECTOR	40.00	Officer	$150,299	$11,379	$161,678
CARLY ZECHER	SENIOR VP & CFO FROM 5/23	40.00	Officer	$191,202	$839	$192,041

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	$3,870,727	$2,526,127	$59,794,947	$1,344,600
2022	$3,425,495	$2,827,731	$52,120,378	$597,764
2021	$10,778,929	$3,152,762	$59,920,342	$7,626,167
2020	$4,815,484	$3,423,505	$59,470,268	$1,391,979
2019	$3,061,182	$3,408,434	$56,019,933	$-347,252
2018	$5,641,040	$3,768,284	$50,837,525	$1,872,756

JEWISH SENIOR LIFE FOUNDATION INC