JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION (EIN 320307257) - 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

2010

Legal Domicile

Principal Officer

CLIVE MISKIN

Phone

9724379950

Tax Period

2023-01-01 to 2023-12-31

JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION, founded in 2010, is a small nonprofit in the Human Services sector that reported $591K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $466K, a strong 79% operating margin.

Mission

The Foundation is operated to support Jewish Family Service of Dallas,Inc. (JFS). The Foundation provides general and restricted support to assist JFS in fulfilling its mission to provide essential affordable mental health and social services to the needy.

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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 $43,304

Program Service Revenue $0

Investment Income $489,306

Other Revenue $58,170

TOTAL REVENUE $590,780

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,000

Other Expenses $54,835

TOTAL EXPENSES $124,835

Year-over-Year Comparison

	2023	2022	Change
Revenue	$590,780	$1,157,876	-0.5%
Expenses	$124,835	$96,781	+0.3%
Net Income	$465,945	$1,061,095	-0.6%

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

$429,532

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE BARKER	President & CEO	1.00	Officer	$0	$13,240	$258,988
STEVEN BROWN	CFO	1.00	Officer	$0	$6,516	$170,544
CLIVE MISKIN	CHAIR	1.00	Officer Director	$0	$0	$0
CORY FELDMAN	Secretary	1.00	Officer Director	$0	$0	$0
STEVEN BERGER	Trustee	1.00	Director	$0	$0	$0
DAN GOETZ	Trustee	1.00	Director	$0	$0	$0
JEFF KERSTINE	Trustee	1.00	Director	$0	$0	$0
JOHNATHAN BLUM	Trustee	1.00	Director	$0	$0	$0
DAVID OLESKY	Trustee	1.00	Director	$0	$0	$0
CARY ROSSEL	Trustee	1.00	Director	$0	$0	$0
ANDREW SILVER	Trustee	1.00	Director	$0	$0	$0
ROBIN SACHS	Trustee	1.00	Director	$0	$0	$0
DAVID CHORTEK	Treasurer	1.00	Officer 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
2023	$590,780	$124,835	$5,675,025	$465,945
2023	$1,157,876	$96,781	$5,194,379	$1,061,095
2022	$1,485,707	$94,935	$3,892,436	$1,390,772
2021	$228,156	$76,205	$2,756,031	$151,951
2020	$120,261	$69,095	$2,413,102	$51,166
2019	$329,552	$122,824	$2,342,169	$206,728
2018	$157,682	$113,022	$2,143,475	$44,660

JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION