JCC FOUNDATION INC (EIN 223585077) - Form 990 Financial Analysis & Trantor Score

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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

1996

Legal Domicile

Principal Officer

SUE GELSEY

Phone

2014081422

Tax Period

2024-07-01 to 2025-06-30

JCC FOUNDATION INC, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $453K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $377K, a strong 83% operating margin.

Mission

THE FOUNDATION OPERATES, PLANS AND MAINTAINS AN ENDOWMENT TO SUPPORT THE JCC ON THE PALISADES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $452,980

Other Revenue $0

TOTAL REVENUE $452,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $75,631

TOTAL EXPENSES $75,631

Year-over-Year Comparison

	2024	2023	Change
Revenue	$452,980	$769,085	-0.4%
Expenses	$75,631	$72,305	+0.0%
Net Income	$377,349	$696,780	-0.5%

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

$1,063,666

Total Directors

$147,877

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD GROSSMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH JOJO RUBACH	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL RUBIN	PRESIDENT & TRUSTEE	1.00	Director	$0	$0	$0
PEARL SEIDEN	TRUSTEE	1.00	Director	$0	$0	$0
GARY BERNSTEIN	SEC & TRES	2.00	Officer Director	$0	$3,569	$147,877
STEVEN ROGERS	CEO (THROUGH 1/25)	2.00	Officer	$0	$45,744	$456,260
SUSAN GELSEY	CEO (BEGINNING 1/25)	2.00	Officer	$0	$18,319	$276,208
AMY HOLTZ	CHIEF ADVANCEMENT OFFICER	2.00	Officer	$0	$10,257	$183,321

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	$452,980	$75,631	$15,733,083	$377,349
2024	No data	No data	No data	No data
2023	$325,181	$68,025	$14,571,254	$257,156
2022	$20,326	$79,530	$13,998,332	$-59,204
2021	$532,149	$53,965	$16,370,843	$478,184
2020	$-28,357	$66,270	$15,005,043	$-94,627
2019	$248,972	$66,630	$14,956,834	$182,342
2018	$229,408	$652,966	$14,297,696	$-423,558

JCC FOUNDATION INC