JEWISH RELIEF AGENCY (EIN 262578017) - 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

2008

Legal Domicile

Principal Officer

WILLIAM NOVICK

Phone

6106600190

Tax Period

2023-09-01 to 2024-08-31

JEWISH RELIEF AGENCY, founded in 2008, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Expenses of $2.5M exceeded revenue, resulting in a 32% operating deficit.

Mission

JRA IS INCORPORATED FOR THE PRINCIPAL PURPOSE OF MOBILIZING VOLUNTEERS TO PROVIDE RELIEF TO THE UNDERPRIVILEGED IN AND BEYOND THE JEWISH COMMUNITY IN GREATER PHILADELPHIA

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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 $1,878,300

Program Service Revenue $0

Investment Income $43,117

Other Revenue $0

TOTAL REVENUE $1,921,417

Expense Breakdown

Grants Paid $30,188

Salaries & Benefits $766,574

Fundraising Expenses $122,024

Program Expenses $2,101,478

Other Expenses $1,743,167

TOTAL EXPENSES $2,539,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,921,417	$1,999,658	0.0%
Expenses	$2,539,929	$2,196,645	+0.2%
Net Income	$-618,512	$-196,987	+2.1%

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

9553

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

$125,959

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM NOVICK	CHAIR, EXEC COMMITTEE	10.00	Officer Director	$0	$0	$0
GREG JARON	TREASURER, EXEC COMMITTEE	10.00	Officer Director	$0	$0	$0
MARC ERLBAUM	DIRECTOR, EXEC COMMITTEE	5.00	Director	$0	$0	$0
RABBI MENACHEM SCHMIDT	DIRECTOR, EXEC COMMITTEE	5.00	Director	$0	$0	$0
DANIEL ERLBAUM	DIRECTOR, EXEC COMMITTEE	5.00	Director	$0	$0	$0
ARTHUR BERKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
TARA CHERWONY	DIRECTOR	1.00	Director	$0	$0	$0
LORIN DECKER	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD GOLDSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC HARON	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN KATZ	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KATZ	DIRECTOR	1.00	Director	$0	$0	$0
HAL LESHNER	DIRECTOR	1.00	Director	$0	$0	$0
CARA LEVINSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LIPSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL NEIL	DIRECTOR	1.00	Director	$0	$0	$0
DENA PARMET	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
MITCH STERLING	DIRECTOR	1.00	Director	$0	$0	$0
JODI ROTH-SAKS	EXECUTIVE DIR	40.00	Officer	$123,489	$2,470	$125,959

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	$1,921,417	$2,539,929	$1,562,702	$-618,512
2023	$1,999,658	$2,196,645	$2,270,459	$-196,987
2022	$1,968,746	$1,960,831	$1,951,868	$7,915
2021	$1,949,691	$1,848,278	$1,902,139	$101,413
2020	$2,037,477	$1,754,725	$1,882,004	$282,752
2019	$1,769,131	$1,485,420	$1,506,593	$283,711
2019	$1,769,131	$1,485,420	$1,506,593	$283,711
2018	$1,324,636	$1,549,653	$1,229,510	$-225,017

JEWISH RELIEF AGENCY