JEWISH COMMUNITY FOUNDATION OF GREATER LONG BEACH & WEST ORANGE COUNTY (EIN 237397882) - 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

1972

Legal Domicile

Principal Officer

ZACHARY BENJAMIN

Phone

5625062811

Tax Period

2018-07-01 to 2019-06-30

JEWISH COMMUNITY FOUNDATION OF GREATER LONG BEACH & WEST ORANGE COUNTY, founded in 1972, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2018. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $1.0M left a modest 13% surplus.

Mission

SUPPORTING THE JEWISH COMMUNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $337,101

Program Service Revenue $0

Investment Income $809,964

Other Revenue $40,663

TOTAL REVENUE $1,187,728

Expense Breakdown

Grants Paid $831,427

Salaries & Benefits $0

Fundraising Expenses $44,958

Program Expenses $875,167

Other Expenses $205,790

TOTAL EXPENSES $1,037,217

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,187,728	$1,742,464	-0.3%
Expenses	$1,037,217	$1,056,748	0.0%
Net Income	$150,511	$685,716	-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

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

$202,166

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN STEIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
EDIE BRODSKY	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SHARI NEMIROW	TREASURER	3.00	Officer Director	$0	$0	$0
RICK FREEMAN	IMMEDIATE PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
NICOLE HONIGMAN	BOARD MEMBER - LEGACY CHAIR	3.00	Director	$0	$0	$0
ALAN JARRICK	BOARD MEMBER - INV. & FINANCE CHAIR	3.00	Director	$0	$0	$0
JERRY KAUFMAN	BOARD MEMBER - AUDIT REPRESENTATIVE	3.00	Director	$0	$0	$0
SHERRI SELMANSON	BOARD MEMBER - GRANTS CHAIR	3.00	Director	$0	$0	$0
LEA GERBER	BOARD MEMBER - PAST PRESIDENT	3.00	Director	$0	$0	$0
JAMES BRESLAUER	BOARD MEMBER - PAST PRESIDENT	3.00	Director	$0	$0	$0
EUGENE LENTZNER	BOARD MEMBER - PAST PRESIDENT	3.00	Director	$0	$0	$0
SHIRLEY ROSS	BOARD MEMBER - PAST PRESIDENT	3.00	Director	$0	$0	$0
LEA GERBER	BOARD MEMBER - PAST PRESIDENT	3.00	Director	$0	$0	$0
LAURIE RAYKOFF	BOARD MEMBER - PRES. JEWISH FED.	3.00	Director	$0	$0	$0
CHERYL AVIROM	BOARD MEMBER	3.00	Director	$0	$0	$0
HELEN ROSENBERG	BOARD MEMBER	3.00	Director	$0	$0	$0
ROSECARRIE BROOKS	BOARD MEMBER	3.00	Director	$0	$0	$0
KAREN CODMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
MELISSA CARR-KREITENBERG	BOARD MEMBER	3.00	Director	$0	$0	$0
YITZY GEISINSKY	BOARD MEMBER	3.00	Director	$0	$0	$0
AARON KERN	BOARD MEMBER	3.00	Director	$0	$0	$0
LEONARD SIMON	BOARD MEMBER	3.00	Director	$0	$0	$0
WAYNE SLAVITT	BOARD MEMBER	3.00	Director	$0	$0	$0
DAVID TILLMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
DEBORAH K GOLDFARB	CHIEF EXECUTIVE OFFICER	3.00	Officer	$0	$17,746	$202,166

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
2019	$1,187,728	$1,037,217	$18,142,090	$150,511
2018	$1,742,464	$1,056,748	$18,396,020	$685,716

JEWISH COMMUNITY FOUNDATION OF GREATER LONG BEACH & WEST ORANGE COUNTY