SEGULA (EIN 341832419) - 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

1996

Legal Domicile

Principal Officer

Marlyn Jaffe

Phone

2163710446

Tax Period

2024-07-01 to 2025-06-30

SEGULA, founded in 1996, is a small nonprofit in the Education sector that reported $438K in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $400K left a modest 9% surplus.

Mission

Segula's mission is to enable Jewish children with special needs to attend Jewish Day School with their typically developing peers. By providing students with the necessary educational assistance, Segula challenges each child to reach his/her potential in all areas.

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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 $89,935

Program Service Revenue $337,794

Investment Income $10,060

Other Revenue $0

TOTAL REVENUE $437,789

Expense Breakdown

Grants Paid $61,019

Salaries & Benefits $296,035

Fundraising Expenses $850

Program Expenses $386,460

Other Expenses $43,337

TOTAL EXPENSES $400,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$437,789	$275,209	+0.6%
Expenses	$400,391	$226,364	+0.8%
Net Income	$37,398	$48,845	-0.2%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Jaffa	President	1	Officer	$0	$0	$0
Marlyn Jaffe	CEO, JEC Agent	1	Officer	$0	$0	$0
Laurie Hardesty	CFO, JEC Agent	1	Officer	$0	$0	$0
Eliana LeVine	Secretary	1	Officer	$0	$0	$0
Bryan Farkas	Vice President	1	Officer	$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	$437,789	$400,391	$577,030	$37,398
2024	$275,209	$226,364	$500,218	$48,845
2023	$246,073	$202,622	$428,676	$43,451
2022	$248,941	$205,910	$370,068	$43,031
2021	$232,117	$163,533	$354,135	$68,584

SEGULA