JEWISH PHILANTHROPIC UNION

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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

DR FRANK KASMAN

Phone

4325206450

Tax Period

2024-01-01 to 2024-12-31

JEWISH PHILANTHROPIC UNION, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $61K in total revenue in fiscal year 2024. Expenses of $55K left a modest 9% surplus.

Mission

UNITING PERSONS OF THE JEWISH FAITH.

Program Service Accomplishments

Program 1

Expenses: $55,375

THE MISSION OF UNITING PERSONS OF THE JEWISH FAITH. WORKING TO PROMOTE THEIR HIGHEST INTERESTS AND THOSE OF HUMANITY. DEVELOPMENT OF BOTH MENTAL AND MORAL CHARACTER OF THE FAITH. PROVIDE GUIDANCE AND TRAINING IN VOLUNTEERISM, LEADERSHIP AND DEVELOP A NETWORK OF INFORMATION ON CRITICAL ISSUES.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $60,955

TOTAL REVENUE $60,955

Expense Breakdown

Grants Paid $55,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,375

Other Expenses $0

TOTAL EXPENSES $55,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,955	$-7,134	-9.5%
Expenses	$55,375	$57,250	0.0%
Net Income	$5,580	$-64,384	-1.1%

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

N/A

Volunteers

N/A

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
DAVID ROSEN	DIRECTOR	5.00	Officer Director	$0	$0	$0
DR FRANK KASMAN	DIRECTOR	5.00	Director	$0	$0	$0
PAUL FEIT	DIRECTOR	5.00	Director	$0	$0	$0
DONALD LOVEMAN MD	PRESIDENT	5.00	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	No data	No data	No data	No data
2024	$60,955	$55,375	$607,110	$5,580
2023	$-7,134	$57,250	$544,280	$-64,384
2022	$51,937	$52,117	$608,664	$-180
2021	$87,662	$95,047	$608,844	$-7,385
2020	$72,027	$89,572	$616,230	$-17,545
2019	$114,969	$103,500	$633,776	$11,469
2018	$127,028	$112,500	$634,978	$14,528