JEWISH FEDERATION OF GREATER SANTA BARBARA (EIN 237354759) - 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

1974

Legal Domicile

Principal Officer

ERIC BERG

Phone

8059571115

Tax Period

2023-01-01 to 2023-12-31

JEWISH FEDERATION OF GREATER SANTA BARBARA, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 48% operating margin.

Mission

THE JEWISH FEDERATION OF GREATER SANTA BARBARA IS DEDICATED TO BUILDING A VIBRANT AND INCLUSIVE LOCAL JEWISH COMMUNITY, TO ENHANCING THE WELL BEING OF JEWS IN SANTA BARBARA, ISRAEL, AND THROUGHOUT THE WORLD, AND TO STRENGTHENING THE RELATIONSHIP BETWEEN THE JEWISH COMMUNITY AND THE 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 (2023)

Revenue Breakdown

Contributions & Grants $2,399,882

Program Service Revenue $133,371

Investment Income $-927

Other Revenue $408,261

TOTAL REVENUE $2,940,587

Expense Breakdown

Grants Paid $41,481

Salaries & Benefits $843,704

Fundraising Expenses $142,853

Program Expenses $1,269,098

Other Expenses $658,103

TOTAL EXPENSES $1,543,288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,940,587	$1,548,847	+0.9%
Expenses	$1,543,288	$1,761,791	-0.1%
Net Income	$1,397,299	$-212,944	-7.6%

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

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

$147,411

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC BERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON EBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HOLLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN KATZ	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JEFF MINTZ	TREASURER	1.00	Officer Director	$0	$0	$0
JOAN ROTHENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH SAMUEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JILLIAN WITTMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RON ZONEN	SECRETARY	1.00	Officer Director	$0	$0	$0
CYNTHIA SILVERMAN	EXECUTIVE DIRECTOR	40.00	Officer	$140,269	$7,142	$147,411
BRIANA SAPP	COO	40.00	Highest	$114,672	$8,307	$122,979
RACHEL SILVERMAN	DIRECTOR OF LIFELONG LEARNING	40.00	Highest	$106,862	$6,878	$113,740

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	$2,940,587	$1,543,288	$11,267,880	$1,397,299
2022	$1,548,847	$1,761,791	$7,959,287	$-212,944
2021	$2,643,276	$1,720,217	$8,990,004	$923,059
2020	$4,169,336	$1,432,158	$7,675,935	$2,737,178
2019	$894,823	$1,338,538	$4,761,253	$-443,715
2018	$1,120,898	$1,384,824	$4,710,748	$-263,926

JEWISH FEDERATION OF GREATER SANTA BARBARA