JEWISH BIG BROTHER & BIG SISTER ASSOC OF GREATER BOSTON ENDOWMENT

EIN: 223283364 501(c)(3) Youth Development

WALTHAM, MA

Total Revenue
$654,580
Total Expenses
$734,779
Total Assets
$9,160,768
Net Assets
$9,160,768
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
MA
Principal Officer
JOSEPH MORGART
Phone
6179657055
Tax Period
2024-10-01 to 2025-09-30

JEWISH BIG BROTHER & BIG SISTER ASSOC OF GREATER BOSTON ENDOWMENT, founded in 1992, is a small nonprofit in the Youth Development sector that reported $655K in total revenue in fiscal year 2024. Revenue surged 310% from the prior year, signaling strong growth momentum. Expenses of $735K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE PURPOSE OF JEWISH BIG BROTHERS & BIG SISTERS ASSOCIATON OF THE GREATER BOSTON ENDOWMENT FUND, INC. IS TO INSURE THE FINANCIAL VIABILITY AND STRENGTH OF THE JEWISH BIG BROTHERS & BIG SISTERS ASSOCIATION OF GREATER BOSTON BY (I) ESTABLISHING AND MANAGING AN ENDOWMENT FUND TO WHICH INDIVIDUALS, CORPORATIONS, PARTNERSHIP AND ALL OTHER ENTITIES CAN CONTRIBUTE IN ORDER TO PROVIDE FOR THE LONG TERM FINANCIAL SURVIVAL OF THE ASSOCIATION, AND (II) BY MAKING DISTRIBUTIONS OF FUNDS TO THE ASSOCIATION FOR ITS GENERAL OPERATING REQUIREMENT AS WELL AS FOR ITS VARIOUS SPECIAL EVENTS AND PROJECTS. ADDITIONALLY TO CARRY ON ANY OTHER CHARITABLE OR EDUCATIONAL ENDEAVORS WITHIN THE MEANING OF SECTION 501C (3) OF THE INTERNAL REVENUE CODE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $163,560
Program Service Revenue $0
Investment Income $491,020
Other Revenue $0
TOTAL REVENUE $654,580

Expense Breakdown

Grants Paid $647,899
Salaries & Benefits $0
Fundraising Expenses $532
Program Expenses $661,547
Other Expenses $86,880
TOTAL EXPENSES $734,779

Year-over-Year Comparison

2024 2023 Change
Revenue $654,580 $159,776 +3.1%
Expenses $734,779 $584,484 +0.3%
Net Income $-80,199 $-424,708 -0.8%
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
2
$144,509
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH MORGART CHAIRMAN/CLERK/TREASURER 2.00
Officer Director
$0 $0 $0
KAREN SISSELMAN BOARD MEMBER 1.00
Director
$0 $0 $0
JACK KADIS BOARD MEMBER 1.00
Director
$0 $0 $0
PETER ANTOSZYK BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHEN ROSEN BOARD MEMBER 1.00
Director
$0 $0 $0
BEN MARSH BOARD MEMBER 1.00
Director
$0 $0 $0
MARC RUBENSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
ALLISON HIRSCH BOARD MEMBER 1.00
Director
$0 $0 $0
LAUREN KORN EX-OFFICIO 1.00
Officer
$0 $29,299 $144,509
JEFFREY SAVIT FORMER EX-OFFICIO 1.00
$0 $23,898 $247,748
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 $654,580 $734,779 $9,160,768 $-80,199
2024 No data No data No data No data
2023 $232,826 $619,325 $7,476,894 $-386,499
2022 $371,408 $625,045 $6,962,635 $-253,637
2021 $1,019,125 $590,634 $8,167,883 $428,491
2020 $686,180 $595,809 $7,182,553 $90,371
2019 $990,751 $523,288 $6,925,107 $467,463
2018 $375,458 $390,657 $6,470,698 $-15,199
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