JEWISH HERITAGE CONNECTION

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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

1991

Legal Domicile

Principal Officer

RABBI DOVID SAKS

Phone

5703461321

Tax Period

2023-07-01 to 2024-06-30

JEWISH HERITAGE CONNECTION, founded in 1991, is a small nonprofit in the Religion sector that reported $248K in total revenue in fiscal year 2023. Expenses of $235K left a modest 5% surplus.

Mission

RELIGIOUS EDUCATION & HERITAGE

Program Service Accomplishments

Program 1

Expenses: $235,122 Revenue: $247,659

VARIOUS RELIGIOUS PROGRAMS PROVIDED WITHOUT CHARGE TO MEMBERS OF THE COMMUNITY INCLUDING THE TEACHING OF CUSTOMS, HOLIDAYS AND HERITAGE AS WELL AS TEACHING OF HEBREW. PROGRAMS ALSO PROVIDING RELIEF...

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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 $243,642

Program Service Revenue $0

Investment Income $4,017

Other Revenue $0

TOTAL REVENUE $247,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,290

Fundraising Expenses $0

Program Expenses $235,122

Other Expenses $137,832

TOTAL EXPENSES $235,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$247,659	$236,102	+0.0%
Expenses	$235,122	$258,159	-0.1%
Net Income	$12,537	$-22,057	-1.6%

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

N/A

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

$81,990

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RABBI DOVID SAKS	PRES/EXEC DIR	60.00	Officer	$81,990	$0	$81,990
SHIMON LEFKOWITZ	SECRETARY	2.00	Director	$0	$0	$0
HOWARD PERL	V-PRES	2.00	Director	$0	$0	$0
HARRIS CUTLER	TREASURER	2.00	Director	$0	$0	$0
RICHARD RUTTA	CHAIRMAN OF THE BOARD	2.00	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	$247,659	$235,122	$238,874	$12,537
2023	$236,102	$258,159	$226,347	$-22,057
2022	$271,565	$183,968	$248,014	$87,597