UJF HOLDINGS CORP (EIN 330972999) - 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

2001

Legal Domicile

Principal Officer

HEIDI GANTWERK

Phone

8585713444

Tax Period

2022-07-01 to 2023-06-30

UJF HOLDINGS CORP, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $326K in total revenue in fiscal year 2022. Expenses of $393K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE SPECIFIC PURPOSE IS TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF SAN DIEGO COUNTY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $325,986

Investment Income $0

Other Revenue $0

TOTAL REVENUE $325,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $392,799

Other Expenses $392,799

TOTAL EXPENSES $392,799

Year-over-Year Comparison

	2022	2021	Change
Revenue	$325,986	$330,170	0.0%
Expenses	$392,799	$364,091	+0.1%
Net Income	$-66,813	$-33,921	+1.0%

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

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

$572,012

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY KORNFELD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BRAMZON	DIRECTOR	1.00	Director	$0	$0	$0
JACK MAIZEL	DIRECTOR	1.00	Director	$0	$0	$0
DARREN SCHWARTZ	SECRETARY	1.00	Officer	$0	$12,061	$168,739
HEIDI GANTWERK	CEO (CURRENT)	1.00	Officer	$0	$18,548	$312,578
SUZANNE SLATKIN	CFO	1.00	Officer	$0	$0	$90,695

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	No data	No data	No data	No data
2023	$325,986	$392,799	$2,956,874	$-66,813
2022	$330,170	$364,091	$3,082,418	$-33,921
2021	$333,062	$357,750	$3,181,098	$-24,688
2020	$324,289	$379,069	$3,284,246	$-54,780
2019	$330,690	$412,031	$3,404,375	$-81,341

UJF HOLDINGS CORP