JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE (EIN 311741915) - 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

1999

Legal Domicile

Phone

4048731661

Tax Period

2024-05-01 to 2025-04-30

JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $7.6M in total revenue in fiscal year 2024. Expenses of $8.7M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE TRUST IS CREATED AND WILL BE MAINTAINED TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS, IN WHOLE OR IN PART, THROUGH ONE OR MORE INSURANCE CONTRACTS, TO PAY SUCH REASONABLE ADMINISTRATIVE EXPENSES AS THE PLAN TRUSTEES DETERMINE TO BE NECESSARY FOR THE ESTABLISHMENT AND OPERATION OF PLAN AND TRUST, AND TO PROTECT AND CONSERVE THE TRUST ASSETS FOR THE BENEFIT OF THE PARTICIPANTS.

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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 $7,195,522

Investment Income $11,495

Other Revenue $398,164

TOTAL REVENUE $7,605,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,707,874

Other Expenses $785,153

TOTAL EXPENSES $8,736,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,605,181	$7,976,720	0.0%
Expenses	$8,736,976	$8,883,581	0.0%
Net Income	$-1,131,795	$-906,861	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA WILLIAMS-FOUNTAIN	TRUSTEE	1.0	Director	$0	$0	$0
DANA KARDON	TRUSTEE	1.0	Director	$0	$0	$0
JANICE WOLF	TRUSTEE	1.0	Director	$0	$0	$0
JEREMY PERLIN	TRUSTEE	1.0	Director	$0	$0	$0
SHANNON MACARTHUR	TRUSTEE	1.0	Director	$0	$0	$0
TIM HEMPHILL	TRUSTEE	1.0	Director	$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	$7,605,181	$8,736,976	$428,089	$-1,131,795
2024	$7,976,720	$8,883,581	$271,236	$-906,861
2023	$7,434,105	$7,544,009	$560,516	$-109,904

JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE