THE JAMIE & DENISE JACOB FAMILY FOUNDATION (EIN 300232178) - 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

2004

Legal Domicile

Principal Officer

DOROTHY BENYAS

Phone

2486424260

Tax Period

2024-06-01 to 2025-05-31

THE JAMIE & DENISE JACOB FAMILY FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 112% from the prior year, signaling strong growth momentum. Expenses of $8.8M exceeded revenue, resulting in a 513% operating deficit.

Mission

TO SUPPORT THE JEWISH COMMUNITY AND THE COMMUNITY AS A WHOLE.

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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 $1,428,975

Other Revenue $0

TOTAL REVENUE $1,428,975

Expense Breakdown

Grants Paid $7,804,096

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,804,096

Other Expenses $953,781

TOTAL EXPENSES $8,757,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,428,975	$673,694	+1.1%
Expenses	$8,757,877	$4,995,944	+0.8%
Net Income	$-7,328,902	$-4,322,250	+0.7%

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

$824,732

Total Directors

$1,058,067

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN INGBER	SECRETARY	0.50	Officer Director	$0	$16,554	$518,375
DOROTHY BENYAS	TREASURER	0.50	Officer Director	$0	$28,081	$306,357
DENISE JACOB	PRESIDENT	0.50	Officer Director	$0	$0	$0
JAMES JACOB	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
MEGAN FENKELL	EXECUTIVE DIRECTOR	0.50	Officer Director	$0	$0	$0
LINDA WASSERMAN AVIV	DIRECTOR	0.50	Director	$0	$0	$0
STACEY A DEWEESE	DIRECTOR	0.50	Director	$0	$16,872	$233,335

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	$1,428,975	$8,757,877	$20,278,319	$-7,328,902
2024	$673,694	$4,995,944	$27,168,552	$-4,322,250
2023	$1,167,913	$3,842,517	$29,190,582	$-2,674,604
2022	$2,583,704	$3,285,325	$32,793,083	$-701,621
2021	$6,971,359	$3,085,892	$37,213,145	$3,885,467
2020	$11,299,310	$1,802,017	$27,417,749	$9,497,293
2019	$13,227,058	$1,464,441	$19,597,504	$11,762,617

THE JAMIE & DENISE JACOB FAMILY FOUNDATION