THE LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION (EIN 340946903) - 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

1964

Legal Domicile

Principal Officer

KARI BLUMENTHAL

Phone

2165932900

Tax Period

2024-07-01 to 2025-06-30

THE LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION, founded in 1964, is a small nonprofit in the Education sector that reported $151K in total revenue in fiscal year 2024. The organization ran a surplus of $123K, a strong 82% operating margin.

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND BY PROMOTING HIGH QUALITY JEWISH LIFE-LONG LEARNING OPPORTUNITIES REGARDING THE STUDY OF JUDAISM SPIRITUALLY, HISTORICALLY, CULTURALLY, IN CONTEMPORARY AND BIBLICAL FORM, AND ISRAEL

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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 $11,793

Program Service Revenue $0

Investment Income $138,930

Other Revenue $0

TOTAL REVENUE $150,723

Expense Breakdown

Grants Paid $1,874

Salaries & Benefits $9,075

Fundraising Expenses $0

Program Expenses $6,455

Other Expenses $16,826

TOTAL EXPENSES $27,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,723	$150,115	+0.0%
Expenses	$27,775	$221,664	-0.9%
Net Income	$122,948	$-71,549	-2.7%

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

$1,029,927

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOZELLE JACKSON	TREASURER THRU 6/30/2025	0.20	Officer	$0	$52,296	$340,473
MINDEE FREDMAN	ASST. SECRETARY	0.20	Officer	$0	$36,996	$215,216
KARI BLUMENTHAL ASST	TREAS THRU & TREASURER AS OF 6/30/25	0.20	Officer	$0	$28,885	$183,816
ELLYN LEFKO	ASST TREASURER AS OF 6/30/2025	0.00	Officer	$0	$7,392	$138,431
MATTHEW KALIFF	SECRETARY	0.20	Officer	$0	$46,648	$151,991
BETH ROSENBERG	TRUSTEE/PRESIDENT	0.30	Officer Director	$0	$0	$0
TERRI KLINE	TTEE/VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
DAN POLSTER	TRUSTEE	0.10	Director	$0	$0	$0
MICHAEL PENZNER	TRUSTEE	0.10	Director	$0	$0	$0
MITCHELL SCHNEIDER	TRUSTEE	0.10	Director	$0	$0	$0
IDELLE WOLF	TRUSTEE	0.10	Director	$0	$0	$0
RUBIN GUTTMAN	TRUSTEE	0.10	Director	$0	$0	$0
CINDY ATTIAS	TRUSTEE	0.10	Director	$0	$0	$0
MITCHELL FRANKEL	TRUSTEE	0.10	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
2025	$150,723	$27,775	$6,883,728	$122,948
2024	No data	No data	No data	No data
2023	$93,138	$283,072	$5,647,647	$-189,934
2022	$125,260	$298,430	$5,433,771	$-173,170
2021	$271,470	$350,215	$6,430,742	$-78,745
2020	$363,151	$317,200	$5,227,663	$45,951
2019	$591,293	$581,040	$5,484,989	$10,253
2018	$389,269	$380,254	$5,514,925	$9,015

THE LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION