JEWISH FEDERATION OF GREATER DAYTON INC (EIN 310537488) - 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

1910

Legal Domicile

Principal Officer

CATHY GARDNER

Phone

9376101555

Tax Period

2023-01-01 to 2023-12-31

JEWISH FEDERATION OF GREATER DAYTON INC, founded in 1910, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.0M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $5.6M left a modest 7% surplus.

Mission

THE JEWISH FEDERATION OF GREATER DAYTON CARES FOR THOSE IN NEED, STRENGTHENS JEWISH LIFE, AND CREATES CONNECTIONS AMONG JEWS - ACTING LOCALLY, IN ISRAEL, AND AROUND THE WORLD.

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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 $3,792,696

Program Service Revenue $1,267,925

Investment Income $972,060

Other Revenue $-24,594

TOTAL REVENUE $6,008,087

Expense Breakdown

Grants Paid $1,500,208

Salaries & Benefits $2,507,536

Fundraising Expenses $127,166

Program Expenses $4,763,339

Other Expenses $1,581,913

TOTAL EXPENSES $5,589,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,008,087	$4,770,922	+0.3%
Expenses	$5,589,657	$4,843,119	+0.2%
Net Income	$418,430	$-72,197	-6.8%

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

140

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

$297,727

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY RITA WEISSMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BEVERLY LOUIS	BOARD MEMBER	1.00	Director	$0	$0	$0
IRA SEGALEWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DR HEATH GILBERT	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
TEDDY GOLDENBERG	VP RESOURCE DEVELOPMENT	1.00	Officer Director	$0	$0	$0
DANIEL SWEENY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
MARNI FLAGEL	SECRETARY	1.00	Officer Director	$0	$0	$0
NEIL FRIEDMAN	TREASURER	1.00	Officer Director	$0	$0	$0
BEN MAZER	VP PERSONNEL	1.00	Officer Director	$0	$0	$0
DR STEVE HARLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE SAKS	JFS CHAIR	1.00	Officer Director	$0	$0	$0
JON FREEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MEREDITH MOSS LEVINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
HELEN HALCOMB	BOARD MEMBER	1.00	Director	$0	$0	$0
RENATE FRYDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BONNIE BEAMAN RICE	JCRC CHAIR	1.00	Director	$0	$0	$0
JOSH ATKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RABBI JUDY CHESSIN	RABBINICAL REPRESENTATIVE	1.00	Director	$0	$0	$0
TODD LEVENTHAL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN LEVINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JESE SHELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN DALES	CFO	1.00	Officer	$93,808	$30,956	$124,764
CATHY GARDNER	CEO	1.00	Officer	$152,807	$20,156	$172,963

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	No data	No data	No data	No data
2023	$6,008,087	$5,589,657	$49,544,932	$418,430
2022	$4,770,922	$4,843,119	$44,685,422	$-72,197
2021	$7,226,969	$4,979,044	$52,535,888	$2,247,925
2020	$5,302,720	$6,349,271	$48,084,163	$-1,046,551
2019	$4,677,160	$5,018,785	$46,664,907	$-341,625
2018	$4,023,571	$5,693,252	$41,866,969	$-1,669,681

JEWISH FEDERATION OF GREATER DAYTON INC