JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 330260314) - Form 990 Financial Analysis & Trantor Score

🔒

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

1986

Legal Domicile

Principal Officer

JODI GREENBAUM

Phone

9493649685

Tax Period

2024-07-01 to 2025-06-30

JEWISH HOME FOR THE AGING OF ORANGE COUNTY, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $10.8M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $13.1M exceeded revenue, resulting in a 22% operating deficit.

Mission

TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES.

🔒

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 $785,954

Program Service Revenue $9,577,459

Investment Income $404,991

Other Revenue $8,150

TOTAL REVENUE $10,776,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,263,290

Fundraising Expenses $260,846

Program Expenses $10,299,216

Other Expenses $6,842,952

TOTAL EXPENSES $13,106,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,776,554	$14,721,414	-0.3%
Expenses	$13,106,242	$11,679,589	+0.1%
Net Income	$-2,329,688	$3,041,825	-1.8%

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

124

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

$166,154

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI GREENBAUM	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TODD LITMAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JACK HOLMES	VP GOVERNANCE	1.00	Officer Director	$0	$0	$0
PHIL BINDER	VP FINANCE & TREASURER	1.00	Officer Director	$0	$0	$0
HARVEY GROSSBERG	VP STRATEGIC PLANNING	1.00	Officer Director	$0	$0	$0
DORIS JACOBSON	VP PHILANTHROPY	1.00	Officer Director	$0	$0	$0
MARC SCHKURMAN	VP BUILDINGS & GROUNDS	1.00	Officer Director	$0	$0	$0
LINDA MEYSKENS	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERTA FEUERSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
PETER GREENBERG	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SIEGEL	TRUSTEE	1.00	Director	$0	$0	$0
BATIA SWED	TRUSTEE	1.00	Director	$0	$0	$0
JANE FISCHEL	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN FAINBARG	TRUSTEE (THRU 8/2024)	1.00	Director	$0	$0	$0
NANCY JOSEPH	TRUSTEE (THRU 10/2024)	1.00	Director	$0	$0	$0
ERIN PALPOSI	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
BETH SLAVIN	DIR. OF PHILANTHROPY & MAJOR GIFTS	40.00	Key Emp	$166,154	$0	$166,154
AUTUMN J CONQUEST	HUMAN RESOURCES DIR. (THRU 8/2024)	40.00	Highest	$103,497	$12,783	$116,280

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	$10,776,554	$13,106,242	$16,731,289	$-2,329,688
2024	$14,721,414	$11,679,589	$18,978,785	$3,041,825
2023	$11,815,619	$12,022,385	$16,217,959	$-206,766
2022	$12,330,957	$11,470,034	$16,671,045	$860,923
2021	$12,199,637	$12,272,539	$14,616,669	$-72,902
2020	$10,503,627	$11,964,246	$14,194,229	$-1,460,619
2019	$10,357,042	$11,114,029	$14,798,938	$-756,987
2018	$10,301,733	$10,007,045	$15,590,786	$294,688

JEWISH HOME FOR THE AGING OF ORANGE COUNTY