JEWISH FEDERATION OF THE BLUEGRASS… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

MINDY HAAS

Phone

8592680672

Tax Period

2024-01-01 to 2024-12-31

JEWISH FEDERATION OF THE BLUEGRASS INC, founded in 1977, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $632K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $589K left a modest 7% surplus.

Mission

THE MISSION OF THE JEWISH FEDERATION OF THE BLUEGRASS (JFB) IS TO SERVE THE JEWISH PEOPLE AND ITS IDEALS LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. THROUGH COORDINATED FUNDRAISING, COMMUNITY-WIDE PROGRAMMING, SOCIAL SERVICES, EDUCATIONAL AND OTHER ACTIVITIES, THE FEDERATION SEEKS TO: BUILD COMMUNITY; PROVIDE ASSISTANCE FOR THOSE IN NEED; ENHANCE JEWISH IDENTITY; DEVELOP EFFECTIVE JEWISH LEADERS; COMBAT ANTI-SEMITISM AND OTHER FORMS OF DISCRIMINATION; FOSTER AN UNDERSTANDING OF JEWISH CULTURE AND RELIGION.

Program Service Accomplishments

Program 1

Expenses: $230,700 Revenue: $40,980

COMMUNITY-WIDE PROGRAMS AND EDUCATIONAL ACTIVITIES THAT ENHANCE JEWISH IDENTITY AND FOSTER AND UNDERSTANDING OF JEWISH CULTURE AND RELIGION.

Program 2

Expenses: $6,412

THROUGH A MEMBERSHIP IN PJ LIBRARY, PROVIDE FREE BOOKS THAT CELEBRATE JEWISH VALUES AND CULTURE TO FAMILIES WITH CHILDREN FROM BIRTH TO TWELVE YEARS OLD.

Program 3

Expenses: $19,354

EWISH FAMILY SERVICES (JFS) ADDRESSES ISSUES THAT AFFECT THE BLUEGRASS JEWISH COMMUNITY BY OFFERING DIRECT AND INDIRECT SUPPORT SERVICES. THE STAFF OF JFS PROVIDES SERVICES IN A MANNER SENSITIVE TO JEWISH CULTURE, VALUES, AND IDEALS. JFS PROMOTES THE DIGNITY AND SELF-RESPECT OF ITS CLIENTS WHILE HELPING INDIVIDUALS, FAMILIES AND ELDER COMMUNITY MEMBERS MAINTAIN A SELF-SUSTAINING LIFESTYLE. MAJOR SERVICES OFFERED INCLUDE CASE MANAGEMENT, ASSESSMENT AND COORDINATION OF SERVICES, INFORMATION AND REFERRAL TO OTHER COMMUNITY RESOURCES, CRISIS INTERVENTION, ELDER CARE ASSISTANCE, PROCESSING REQUESTS FOR FINANCIAL ASSISTANCE, AND ADVOCACY FOR MEMBERS OF THE JEWISH COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $591,482

Program Service Revenue $40,618

Investment Income $41

Other Revenue $321

TOTAL REVENUE $632,462

Expense Breakdown

Grants Paid $40,066

Salaries & Benefits $391,189

Fundraising Expenses $0

Program Expenses $256,466

Other Expenses $157,405

TOTAL EXPENSES $588,660

Year-over-Year Comparison

	2024	2023	Change
Revenue	$632,462	$470,486	+0.3%
Expenses	$588,660	$479,786	+0.2%
Net Income	$43,802	$-9,300	-5.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KATHY STEIN	DIRECTOR	7.00	Director	$0	$0	$0
ILONA SZEKELY	DIRECTOR	7.00	Director	$0	$0	$0
RICKI ROSENBERG	CHAIRMAN	7.00	Director	$0	$0	$0
MIMI KAUFMAN	CHAIRMAN	7.00	Director	$0	$0	$0
FRAN MANDEL	CHAIRMAN	7.00	Director	$0	$0	$0
ERIK SCHWARTZ	CHAIRMAN	7.00	Director	$0	$0	$0
EVALYN BLOCK	CHAIRMAN	7.00	Director	$0	$0	$0
SAM MISCHNER	CHAIRMAN	7.00	Director	$0	$0	$0
ANDREA GRUNBERGER MOORE	CHAIRMAN	7.00	Director	$0	$0	$0
SETH SALOMON	PRESIDENT	7.00	Officer	$0	$0	$0
JUSTIN SADLE	TREASURER	7.00	Officer	$0	$0	$0
AARON FUNFSINN	SECRETARY	7.00	Officer	$0	$0	$0
JILL ANGELUCCI	SECRETARY	7.00	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
2024	$632,462	$588,660	$1,390,816	$43,802
2023	$470,486	$479,786	$971,063	$-9,300
2022	$567,624	$478,245	$886,163	$89,379
2021	$803,783	$390,413	$1,019,778	$413,370
2020	$380,351	$259,475	$512,423	$120,876
2019	$366,561	$324,272	$353,640	$42,289
2018	$392,322	$366,752	$299,172	$25,570

JEWISH FEDERATION OF THE BLUEGRASS INC