JEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA (EIN 237211881) - 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

1960

Legal Domicile

Principal Officer

ALAN POTASH

Phone

7603244737

Tax Period

2022-07-01 to 2023-06-30

JEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA, founded in 1960, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2022. Expenses of $2.2M left a modest 4% surplus.

Mission

THE FEDERATION IS DEDICATED TO PROMOTING THE VALUES AND QUALITY OF JEWISH LIFE AND IS COMMITTED TO FOSTERING A CONTINUITY OF JEWISH LIFE FOR FUTURE GENERATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,029,623

Program Service Revenue $0

Investment Income $266,064

Other Revenue $-48,424

TOTAL REVENUE $2,247,263

Expense Breakdown

Grants Paid $979,646

Salaries & Benefits $670,507

Fundraising Expenses $234,876

Program Expenses $1,490,291

Other Expenses $512,137

TOTAL EXPENSES $2,162,290

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,247,263	$2,221,140	+0.0%
Expenses	$2,162,290	$2,399,018	-0.1%
Net Income	$84,973	$-177,878	-1.5%

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

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

$327,540

Total Directors

$327,540

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN POTASH	CEO	40.00	Officer Director	$224,540	$0	$224,540
ALBERTO TEJERO	CFO	40.00	Officer Director	$103,000	$0	$103,000
HOWARD GILLMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RON LANGUS	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE ROSS	SECRETARY	1.00	Officer Director	$0	$0	$0
JACKIE COHEN	DIRECTOR	1.00	Director	$0	$0	$0
CORA GINSBERG	DIRECTOR	1.00	Director	$0	$0	$0
BOBBI HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
GARY SCHAHET	DIRECTOR	1.00	Director	$0	$0	$0
CAROL FRAGEN	PRESIDENT	1.00	Director	$0	$0	$0
LORI FRITZ	DIRECTOR	1.00	Director	$0	$0	$0
ARNIE GILLMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
BARRY KAIMAN	DIRECTOR	1.00	Director	$0	$0	$0
FRAN KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARGIE KULP	DIRECTOR	1.00	Director	$0	$0	$0
RON LANGUS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ROSS	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$2,247,263	$2,162,290	$8,078,386	$84,973
2022	$2,221,140	$2,399,018	$7,859,801	$-177,878
2021	$1,826,629	$2,299,776	$8,558,115	$-473,147
2020	$2,319,454	$2,188,774	$8,263,478	$130,680
2019	$2,016,394	$2,511,724	$8,535,637	$-495,330
2018	$2,629,294	$2,712,145	$9,045,602	$-82,851

JEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA