JEWISH BURIAL ASSOCIATION OF MADISON INC (EIN 270444383) - 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

2009

Legal Domicile

Principal Officer

Terrie Goren

Phone

6082383123

Tax Period

2025-01-01 to 2025-12-31

JEWISH BURIAL ASSOCIATION OF MADISON INC, founded in 2009, is a micro nonprofit in the Mutual Benefit sector that reported $40K in total revenue in fiscal year 2025. Revenue fell 78% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 52% operating margin.

Mission

Jewish Burial Association of Madison provides for burial needs of the Greater Madison 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 (2025)

Revenue Breakdown

Contributions & Grants $1,800

Program Service Revenue $5,931

Investment Income $4,747

Other Revenue $27,872

TOTAL REVENUE $40,350

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $5,999

Fundraising Expenses $0

Program Expenses $19,248

Other Expenses $11,249

TOTAL EXPENSES $19,248

Year-over-Year Comparison

	2025	2024	Change
Revenue	$40,350	$181,389	-0.8%
Expenses	$19,248	$17,467	+0.1%
Net Income	$21,102	$163,922	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bruce Thomadsen	Director/Board Member	1	Director	$0	$0	$0
Marc Shovers	Director/Board Member	1	Director	$0	$0	$0
Melissa Osborne	Director/Board Member	1	Director	$0	$0	$0
Brian Johnson	Director/Board Member	1	Director	$0	$0	$0
Terrie Goren	Treasurer	1	Officer	$0	$0	$0
Judith Blank	Secretary	1	Officer	$0	$0	$0
Eve Siegel	Vice President	1	Officer	$0	$0	$0
James Stein	President	1	Officer	$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	$40,350	$19,248	$691,885	$21,102
2024	No data	No data	No data	No data
2023	$78,483	$16,815	$664,096	$61,668
2022	$44,108	$20,268	$693,272	$23,840
2021	$241,613	$170,391	$689,351	$71,222
2020	$206,909	$152,423	$733,652	$54,486

JEWISH BURIAL ASSOCIATION OF MADISON INC