UJA-ADD Foundation Inc

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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

1997

Legal Domicile

Principal Officer

Robin Rochlin

Phone

2018203900

Tax Period

2023-01-01 to 2023-12-31

UJA-ADD Foundation Inc, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $49K in total revenue in fiscal year 2023. Revenue surged 486% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 86% operating margin.

Mission

SUPPORT IS GIVEN TO THE JEWISH ASSOCIATION FOR DEVELOPMENTAL DISABILITIES WHICH OPERATES SUPPORTIVE LIVING SITES FOR ADULTS WITH DEVELOPEMNTAL DISABILITIES AND OUTREACH PROGRAMS FOR SUCH INDIVIDUALS AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

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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 $500

Program Service Revenue $0

Investment Income $48,552

Other Revenue $0

TOTAL REVENUE $49,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,751

TOTAL EXPENSES $6,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,052	$8,374	+4.9%
Expenses	$6,751	$9,187	-0.3%
Net Income	$42,301	$-813	-53.0%

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

Total Directors

$278,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Winer	Charity Class Trustee	1.0	Director	$0	$1,576	$278,960
Robin Rochlin	Federation Class Trustee	1.0	Director	$0	$0	$0
Eva Lynn Gans	Federation Class Trustee	1.0	Director	$0	$0	$0
Charles Berkowitz	Charity Class Trustee	1.0	Director	$0	$0	$0
Jonathan Furer	Charity Class Trustee	1.0	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
2024	No data	No data	No data	No data
2023	$49,052	$6,751	$1,561,252	$42,301
2022	$8,374	$9,187	$1,335,341	$-813
2021	$140,445	$12,608	$1,572,482	$127,837
2020	$165,110	$11,114	$1,390,154	$153,996
2019	$733,254	$8,332	$1,302,834	$724,922
2018	$31,408	$5,307	$684,329	$26,101