JFS FUNDINC (EIN 223146436) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

MITCHELL GURWICZ

Phone

6098221108

Tax Period

2023-07-01 to 2024-06-30

JFS FUNDINC, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $667K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $566K, a strong 85% operating margin.

Mission

TO PROVIDE FUNDING FOR CERTAIN SOCIAL SERVICE PROGRAMS, AS DETERMINED BY ITS BOARD OF DIRECTORS, FOR WHICH PRIVATE FUNDING IS BECOMING SCARCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $459,175

Program Service Revenue $0

Investment Income $207,711

Other Revenue $0

TOTAL REVENUE $666,886

Expense Breakdown

Grants Paid $54,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,400

Other Expenses $46,844

TOTAL EXPENSES $101,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$666,886	$1,051,611	-0.4%
Expenses	$101,244	$111,809	-0.1%
Net Income	$565,642	$939,802	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL CAPLAN	TREASURER	1.00	Officer Director	$0	$0	$0
BARRY GOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMUEL GOLDSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCHELL GURWICZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
DARREN MATIK	SECRETARY	1.00	Officer Director	$0	$0	$0
MELISSA ROSENBLUM	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLA ROSENTHOL	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW SIMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD WISE	VICE PRESIDE	1.00	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
2025	No data	No data	No data	No data
2024	$666,886	$101,244	$6,393,583	$565,642
2023	$1,051,611	$111,809	$5,468,263	$939,802
2022	$889,639	$263,943	$4,148,927	$625,696
2021	$951,886	$128,626	$4,394,752	$823,260
2020	$216,067	$95,442	$3,180,418	$120,625
2019	$20,812	$203,828	$3,180,820	$-183,016

JFS FUNDINC