JEWISH FAMILY SERVICES (EIN 314379497) - 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

1958

Legal Domicile

Principal Officer

KAREN B MOZENTER

Phone

6145593208

Tax Period

2023-07-01 to 2024-06-30

JEWISH FAMILY SERVICES, founded in 1958, is a community nonprofit in the Human Services sector that reported $6.1M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $5.8M left a modest 5% surplus.

Mission

TO HELP INDIVIDUALS AND FAMILIES ACHIEVE ECONOMIC SELF-SUFFICIENCY AND EMOTIONAL STABILITY

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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 $5,883,697

Program Service Revenue $173,058

Investment Income $39,580

Other Revenue $8,650

TOTAL REVENUE $6,104,985

Expense Breakdown

Grants Paid $496,186

Salaries & Benefits $4,281,132

Fundraising Expenses $333,063

Program Expenses $4,911,070

Other Expenses $1,047,031

TOTAL EXPENSES $5,824,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,104,985	$5,016,785	+0.2%
Expenses	$5,824,349	$4,752,680	+0.2%
Net Income	$280,636	$264,105	+0.1%

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

551

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

$194,641

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUSTIN BARGER	CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER JENNI GOLDSON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
LARRY GORDON	TREASURER	1.00	Officer Director	$0	$0	$0
SHERRI LAZEAR	SECRETARY	1.00	Officer Director	$0	$0	$0
PAM GURWIN	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
REV DR TIMOTHY TIM AHRENS	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BENSON	TRUSTEE	1.00	Director	$0	$0	$0
RABBI ALEX BRAVER	TRUSTEE	1.00	Director	$0	$0	$0
HALEY BRICKMAN	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN BROWN	TRUSTEE	1.00	Director	$0	$0	$0
KATHY KAHN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN STEVE KEYES JD	TRUSTEE	1.00	Director	$0	$0	$0
DOUG MCCOLLOUGH	TRUSTEE	1.00	Director	$0	$0	$0
GAYLE SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDRA SCHIMMER	TRUSTEE	1.00	Director	$0	$0	$0
JOY SOLL	TRUSTEE	1.00	Director	$0	$0	$0
MONICA WELT	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL WHITE	TRUSTEE	1.00	Director	$0	$0	$0
RABBI DR TALI ZELKOWICZ	TRUSTEE	1.00	Director	$0	$0	$0
KAREN MOZENTER	CEO	37.50	Officer	$166,279	$28,362	$194,641

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
2024	$6,104,985	$5,824,349	$3,906,640	$280,636
2023	$5,016,785	$4,752,680	$4,059,288	$264,105
2022	$4,413,105	$4,093,766	$2,967,770	$319,339
2021	$4,011,795	$3,904,154	$2,706,151	$107,641
2020	$3,404,826	$3,433,446	$2,511,954	$-28,620
2019	$3,370,026	$3,348,394	$2,302,879	$21,632
2018	$3,450,500	$3,406,579	$2,275,101	$43,921

JEWISH FAMILY SERVICES