JEWISH HISTORICAL SOCIETY OF NEW J… - 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

1990

Legal Domicile

Principal Officer

HOWARD RABNER

Phone

9739292703

Tax Period

2021-07-01 to 2022-06-30

Mission

THE MISSION OF THE JEWISH HISTORICAL SOCIETY OF NEW JERSEY, FOUNDED IN 1990 BY SAUL SCHWARZ AND RUTH AND JEROME FEIN, IS TO SERVE AS THE ARCHIVAL REPOSITORY OF THE JEWISH COMMUNITY OF GREATER METROWEST, ENCOMPASSING ESSEX, MORRIS, SUSSEX, UNION AND PORTIONS OF SOMERSET COUNTIES OF NEW JERSEY. WE ADHERE TO OUR MISSION BY COLLECTING, PRESERVING, MAINTAINING AND MAKING AVAILABLE TO THE PUBLIC THE RECORDS OF ADMINISTRATIVE, LEGAL, FISCAL OR HISTORICAL VALUE, HISTORICAL ARTIFACTS, BOOKS, ORAL HISTORY AND MANUSCRIPT COLLECTIONS. THE SOCIETY SERVES THE JEWISH AND GENERAL COMMUNITIES AS A RESEARCH CENTER, EXHIBIT CENTER, PRODUCER OF PUBLIC FORMS, AND PUBLISHER OF BOOKS AND PAPERS ON TOPICS OF HISTORICAL JEWISH INTEREST.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

NO PROGRAMS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$275,767	-1.0%
Expenses	N/A	$250,225	-1.0%
Net Income	N/A	$25,542	N/A

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

N/A

Independent Members

N/A

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
None	None	0	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
2022	No data	No data	No data	No data
2021	$275,767	$250,225	$583,439	$25,542
2020	$175,358	$266,467	$464,774	$-91,109

JEWISH HISTORICAL SOCIETY OF NEW JERSEY