YOUNGSTOWN AREA JEWISH FEDERATION (EIN 340714442) - 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

1935

Legal Domicile

Principal Officer

LISA LONG

Phone

3307463251

Tax Period

2024-01-01 to 2024-12-31

YOUNGSTOWN AREA JEWISH FEDERATION, founded in 1935, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE YOUNGSTOWN AREA JEWISH FEDERATION IS TO SUSTAIN AND ENRICH THE QUALITY OF LIFE FOR THE JEWISH PEOPLE REGIONALLY, IN ISRAEL AND WORLDWIDE.

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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 $4,443,124

Program Service Revenue $15,592,896

Investment Income $10

Other Revenue $843,067

TOTAL REVENUE $20,879,097

Expense Breakdown

Grants Paid $524,291

Salaries & Benefits $12,435,317

Fundraising Expenses $274,575

Program Expenses $17,904,386

Other Expenses $7,472,815

TOTAL EXPENSES $20,432,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,879,097	$17,961,152	+0.2%
Expenses	$20,432,423	$19,377,299	+0.1%
Net Income	$446,674	$-1,416,147	-1.3%

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

527

Volunteers

120

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

$434,329

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE FRANKLIN	TREASURER	1.00	Officer Director	$0	$0	$0
AMY HENDRICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDI BAROFF	BOARD MEMBER	1.00	Director	$0	$0	$0
ATTY MICHAEL BARR	BOARD MEMBER/PRESIDENT ELE	1.00	Officer Director	$0	$0	$0
ATTY PETER GRINSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ATTY SAM SHAPIRO	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE TAMARKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR NANCY WAGNER	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE BURDMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MARC RUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HUBERMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY BURNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD MARLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZYN SCHWEBEL-EPSTEIN	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
WENDY WEISS	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM BENEDIKT	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE EPSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL KAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON RUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW LIPKIN	CEO	40.00	Officer	$193,977	$40,779	$234,756
DAVID STAUFFER	CFO	40.00	Officer	$167,322	$32,251	$199,573
DENISE WOLF	EXECUTIVE DIRECTOR	40.00	Highest	$142,554	$22,885	$165,439
ERIC MURRAY	EXECUTIVE DIRECTOR OF SENI	40.00	Highest	$155,781	$31,059	$186,840
LISA MICHELLE LONG	FINANCIAL RESOURCE DEVELOP	40.00	Highest	$149,390	$5,982	$155,372
KENNETH J BIELECKI	EXECUTIVE DIRECTOR JFCS	40.00	Highest	$125,084	$24,018	$149,102

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
2024	$20,879,097	$20,432,423	$16,652,506	$446,674
2023	$17,961,152	$19,377,299	$17,347,427	$-1,416,147
2022	$20,509,930	$17,294,105	$21,823,145	$3,215,825
2021	$18,773,447	$14,963,557	$17,153,890	$3,809,890
2020	$15,716,708	$14,773,787	$19,604,322	$942,921
2019	$13,682,212	$52,153,877	$18,497,381	$-38,471,665
2018	$14,185,394	$15,686,101	$56,296,352	$-1,500,707

YOUNGSTOWN AREA JEWISH FEDERATION