INTERNATIONAL ASSOCIATION OF JEWIS… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

JANE BERENBEIM

Phone

6104364841

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL ASSOCIATION OF JEWISH GENEALOGICAL SOCIETIESINC, founded in 1989, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $58K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $284K exceeded revenue, resulting in a 391% operating deficit.

Mission

ENCOURAGEMENT OF JEWISH GENEALOGICAL RESEARCH AND ACTIVITIES IN FURTHERANCE OF JEWISH GENEALOGICAL RESEARCH.

Program Service Accomplishments

Program 1

Expenses: $3,000

GRANT OF $3,000 TO THE PEF ISRAEL ENDOWMENT FUNDS, 630 THIRD AVENUE, NEW YORK, NY 10017 IN FURTHERANCE OF THEIR EXEMPT PURPOSE.THE GRANT WAS TO THE INTERNATIONAL INSTITUTE FOR JEWISH GENEALOGY AND...

GRANT OF $3,000 TO THE PEF ISRAEL ENDOWMENT FUNDS, 630 THIRD AVENUE, NEW YORK, NY 10017 IN FURTHERANCE OF THEIR EXEMPT PURPOSE.THE GRANT WAS TO THE INTERNATIONAL INSTITUTE FOR JEWISH GENEALOGY AND THE PAUL JACOBI CENTER FOR ITS "WALKING AMOUNG COLORS: THE JEWISH CEMETERY IN ZDUNSKA WOLA, POLAND" PROJECT.

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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 $47,904

Program Service Revenue $0

Investment Income $10,011

Other Revenue $0

TOTAL REVENUE $57,915

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,000

Other Expenses $281,468

TOTAL EXPENSES $284,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,915	$84,106	-0.3%
Expenses	$284,468	$47,726	+5.0%
Net Income	$-226,553	$36,380	-7.2%

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

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
JANE BERENBEIM	PRESIDENT	10.00	Officer Director	$0	$0	$0
RISA DAITZMAN HEYWOOD	DIRECTOR	5.00	Director	$0	$0	$0
ED DONAKEY	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH TARSHISH	TREASURER	10.00	Officer Director	$0	$0	$0
MARLIS HUMPHREY	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
REQUEL LEVY-TOLEDANO	DIRECTOR	5.00	Director	$0	$0	$0
EMILY GARBER	SECRETARY	10.00	Officer Director	$0	$0	$0
SERAFIMA VELKOVICH	DIRECTOR	5.00	Director	$0	$0	$0
JARRETT ROSS	DIRECTOR	5.00	Director	$0	$0	$0
CRISTA COWAN	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN WEINBERG	VICE PRESIDENT	10.00	Officer Director	$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	No data	No data	No data	No data
2023	$57,915	$284,468	$413,813	$-226,553
2022	$84,106	$47,726	$675,121	$36,380
2021	$131,237	$18,737	$603,673	$112,500

INTERNATIONAL ASSOCIATION OF JEWISH GENEALOGICAL SOCIETIESINC