JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY (EIN 232301360) - 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

1984

Legal Domicile

Principal Officer

CHELSEA KARP

Phone

6108218722

Tax Period

2024-07-01 to 2025-06-30

JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY, founded in 1984, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $225K, a strong 16% operating margin.

Mission

SOCIAL SERVICE AGENCY SERVING INDIVIDUALS & FAMILIES IN THE JEWISH COMMUNITY & COMMUNITY AT LARGE

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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 $1,098,337

Program Service Revenue $73,014

Investment Income $223,152

Other Revenue $20,674

TOTAL REVENUE $1,415,177

Expense Breakdown

Grants Paid $321,569

Salaries & Benefits $648,815

Fundraising Expenses $64,621

Program Expenses $992,313

Other Expenses $219,947

TOTAL EXPENSES $1,190,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,415,177	$2,181,314	-0.4%
Expenses	$1,190,331	$1,193,916	0.0%
Net Income	$224,846	$987,398	-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

Governance

Voting Members

Independent Members

Employees

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

$111,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUDREY NOLTE	PRESIDENT	16.00	Officer Director	$0	$0	$0
ROBIN ROSENAU	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW BLOCK	VP FUNDRAISING	2.00	Officer Director	$0	$0	$0
STUART HOROWITZ	VP BOARD DEVELOPMENT	2.00	Officer Director	$0	$0	$0
ANDREW ELLIS	TREASURER	2.00	Officer Director	$0	$0	$0
EMILY FORD	SECRETARY	2.00	Officer Director	$0	$0	$0
ALLEN ABBOTT	DIRECTOR	1.00	Director	$0	$0	$0
VIKKI DUNN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FINLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTA GAINES	DIRECTOR	1.00	Director	$0	$0	$0
RENEE HILLMAN	DIRECTOR	1.00	Director	$0	$0	$0
ILENE LEVIN-DANDO	DIRECTOR	1.00	Director	$0	$0	$0
CARY E MORITZ	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD NATHANSON	DIRECTOR	1.00	Director	$0	$0	$0
ALAN SALINGER	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE SEMMEL	DIRECTOR	1.00	Director	$0	$0	$0
RABBI MICHAEL SINGER	DIRECTOR	1.00	Director	$0	$0	$0
LYELL SCHERLINE	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY VALUNTAS	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE ZOLLER	EXECUTIVE DIRECTOR	50.00	Officer	$106,000	$5,300	$111,300

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	$1,415,177	$1,190,331	$8,732,074	$224,846
2024	$2,181,314	$1,193,916	$7,850,442	$987,398
2023	$1,182,656	$1,132,138	$6,032,430	$50,518
2022	$1,039,131	$991,864	$5,465,621	$47,267
2021	$2,082,163	$891,822	$6,249,709	$1,190,341
2020	$1,026,342	$766,739	$4,113,458	$259,603
2019	$877,524	$784,073	$3,700,321	$93,451
2018	$810,514	$633,437	$3,569,788	$177,077

JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY