Jewish Family Service of the Cincinnati Area (EIN 310744786) - 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

1943

Legal Domicile

Principal Officer

Liz Vogel

Phone

5134691188

Tax Period

2023-01-01 to 2023-12-31

Jewish Family Service of the Cincinnati Area, founded in 1943, is a mid-sized nonprofit in the Human Services sector that reported $10.3M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $9.7M left a modest 6% surplus.

Mission

Provide counseling, support economic well-being and provide aging services.

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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 $8,685,211

Program Service Revenue $1,573,222

Investment Income $53,826

Other Revenue $0

TOTAL REVENUE $10,312,259

Expense Breakdown

Grants Paid $3,250,658

Salaries & Benefits $4,464,095

Fundraising Expenses $260,771

Program Expenses $8,495,569

Other Expenses $1,999,913

TOTAL EXPENSES $9,714,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,312,259	$7,950,273	+0.3%
Expenses	$9,714,666	$8,714,685	+0.1%
Net Income	$597,593	$-764,412	-1.8%

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

148

Volunteers

125

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

$565,946

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Acklen Jr	Board Member	1.00	Director	$0	$0	$0
Marsha Barsman	Board Member	1.00	Director	$0	$0	$0
Cathy Bowers	Vice President	1.00	Officer Director	$0	$0	$0
Julie Bernsen Brook	Board Member	1.00	Director	$0	$0	$0
Jon Chaiken	Board Member - Exit 05/23	1.00	Director	$0	$0	$0
Ellen Feld	Secretary	1.00	Officer Director	$0	$0	$0
Suzette Fisher	Board Member - Exit 06/23	1.00	Director	$0	$0	$0
Joanne Grossman	President	1.00	Officer Director	$0	$0	$0
Larry Juran	Board Member - Exit 06/23	1.00	Director	$0	$0	$0
Aaron Guttman	Board Member - Start 04/23	1.00	Director	$0	$0	$0
Jacqueline Mack	Board Member	1.00	Director	$0	$0	$0
Heshel Mangel	Board Member	1.00	Director	$0	$0	$0
Steve Mombach	Board Member	1.00	Director	$0	$0	$0
Lev Orlov	Treasurer	1.00	Officer Director	$0	$0	$0
Julie Payton	Board Member	1.00	Director	$0	$0	$0
Dan Rapp - Exit 0523	Immediate Past President	1.00	Officer Director	$0	$0	$0
Edward Rivin	Board Member - Start 04/23	1.00	Director	$0	$0	$0
David Schimberg	Board Member	1.00	Director	$0	$0	$0
Seth Alan Schwartz	Board Member	1.00	Director	$0	$0	$0
Dr Gary Smith	Board Member	1.00	Director	$0	$0	$0
Izar Spivak	Board Member	1.00	Director	$0	$0	$0
Nancy Steinberg Warren	Immediate Past President	1.00	Officer Director	$0	$0	$0
Louise Wolf	Board Member - Exit 05/23	1.00	Director	$0	$0	$0
Jorin Zola	Board Member - Start 04/23	1.00	Director	$0	$0	$0
Liz Vogel	Chief Executive Officer	37.50	Officer	$204,643	$6,757	$211,400
Linda Kean	Chief Operating Officer	37.50	Officer	$114,968	$5,034	$120,002
Rabbi Walton	K'vod Connect Rabbi	37.50	Officer	$124,757	$6,146	$130,903
Ann Sutton Burke	Vice President of Client Services	37.50	Officer	$94,603	$9,038	$103,641

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
2023	$10,312,259	$9,714,666	$9,992,398	$597,593
2022	$7,950,273	$8,714,685	$8,300,037	$-764,412
2021	$8,182,719	$7,908,881	$9,480,181	$273,838
2020	$8,619,240	$7,647,213	$8,919,987	$972,027
2019	$7,739,423	$7,682,055	$7,503,570	$57,368
2018	$5,937,593	$6,043,473	$6,955,429	$-105,880

Jewish Family Service of the Cincinnati Area