JEWISH ASSOCIATION ON AGING (EIN 251720606) - 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

1993

Legal Domicile

Principal Officer

MARY ANNE FOLEY

Phone

4124204000

Tax Period

2024-07-01 to 2025-06-30

JEWISH ASSOCIATION ON AGING, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $14.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $12.7M left a modest 13% surplus.

Mission

HONOR/ENHANCE THE ELDERLY BY A CONTINUUM OF QUALITY CARE CONSISTENT WITH JEWISH VALUES/TRADITIONS.

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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 $3,407,367

Program Service Revenue $10,887,189

Investment Income $214,340

Other Revenue $0

TOTAL REVENUE $14,508,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,505,536

Fundraising Expenses $292,938

Program Expenses $9,067,296

Other Expenses $4,150,520

TOTAL EXPENSES $12,656,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,508,896	$12,504,586	+0.2%
Expenses	$12,656,056	$11,684,370	+0.1%
Net Income	$1,852,840	$820,216	+1.3%

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

161

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

$535,653

Total Directors

$309,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANNE FOLEY	PRESIDENT & CEO	20.00	Officer Director	$274,339	$35,015	$309,354
LOU PLUNG	CHAIR	1.00	Officer Director	$0	$0	$0
LYNETTE LEDERMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW STEWART	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL LEVIN	TREASURER	1.00	Officer Director	$0	$0	$0
JOANNE ROSS SIMON	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE HALPERN	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM BRANDEIS	DIRECTOR	1.00	Director	$0	$0	$0
GLEN FEINBERG	DIRECTOR	1.00	Director	$0	$0	$0
KAREN WOLK FEINSTEIN PHD	DIRECTOR	1.00	Director	$0	$0	$0
DAPHNA GANS PHD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KATZ	DIRECTOR	1.00	Director	$0	$0	$0
SUE BERMAN KRESS PHD	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP LEHMAN PHD	DIRECTOR	1.00	Director	$0	$0	$0
ENID MILLER	DIRECTOR	1.00	Director	$0	$0	$0
PEARL MOORE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT OPPENHEIM	DIRECTOR	1.00	Director	$0	$0	$0
MITCHELL PAKLER	DIRECTOR	1.00	Director	$0	$0	$0
BARRY ROTH	DIRECTOR	1.00	Director	$0	$0	$0
JANICE FALLER SCHERMER	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD SNIDERMAN	DIRECTOR	1.00	Director	$0	$0	$0
EJ STRASSBURGER	DIRECTOR	1.00	Director	$0	$0	$0
JUDY TOBE	DIRECTOR	1.00	Director	$0	$0	$0
JAY SUKERNEK	CFO	20.00	Officer	$217,684	$8,615	$226,299
SCOTT ROSEN	DIRECTOR OUTPATIENT THERAP	40.00	Highest	$128,490	$1,841	$130,331
PAT CARR	IT DIRECTOR	40.00	Highest	$116,762	$16,021	$132,783
ABBY MILES	BUSINESS ANALYST	40.00	Highest	$105,086	$7,095	$112,181

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	$14,508,896	$12,656,056	$23,702,534	$1,852,840
2024	$12,504,586	$11,684,370	$22,557,240	$820,216
2023	$12,445,166	$12,447,227	$23,417,634	$-2,061
2022	$14,874,940	$13,721,672	$23,509,840	$1,153,268
2021	$21,971,210	$14,238,130	$26,438,100	$7,733,080
2020	$14,618,875	$12,951,237	$22,691,081	$1,667,638
2019	$17,170,271	$14,268,185	$20,236,767	$2,902,086
2018	$16,840,915	$13,797,429	$15,880,931	$3,043,486

JEWISH ASSOCIATION ON AGING