THE JOSEPH WASSERSTROM FAMILY SUPPORTING ORGANIZATION (EIN 341847059) - 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

SAM ZYNDORF

Phone

4198854461

Tax Period

2023-01-01 to 2023-12-31

THE JOSEPH WASSERSTROM FAMILY SUPPORTING ORGANIZATION, founded in 1996, is a small nonprofit that reported $181K in total revenue in fiscal year 2023. Revenue surged 367% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 507% operating deficit.

Mission

TO PROVIDE CHARITABLE, EDUCATIONAL AND RELIGIOUS BENEFITS TO JEWISH WELFARE FEDERATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $180,992

Other Revenue $0

TOTAL REVENUE $180,992

Expense Breakdown

Grants Paid $1,088,212

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,088,212

Other Expenses $10,299

TOTAL EXPENSES $1,098,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$180,992	$38,740	+3.7%
Expenses	$1,098,511	$81,368	+12.5%
Net Income	$-917,519	$-42,628	+20.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL S BEREN	DIRECTOR	N/A	Director	$0	$0	$0
HARLEY J KRIPKE	DIRECTOR	N/A	Director	$0	$0	$0
JEROME PHILLIPS	DIRECTOR	N/A	Director	$0	$0	$0
STEPHEN ROTHSCHILD	CHIEF EXEC O	N/A	Officer	$0	$0	$0
ADELE WASSERSTROM	VICE PRESIDE	N/A	Officer	$0	$0	$0
SAM ZYNDORF	PRESIDENT	N/A	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
2023	$180,992	$1,098,511	No data	$-917,519
2022	$38,740	$81,368	$983,307	$-42,628
2021	$74,993	$79,083	$1,236,914	$-4,090
2020	$17,864	$35,598	$1,133,059	$-17,734
2020	$32,658	$63,161	$963,508	$-30,503
2019	$348,150	$47,632	$1,022,262	$300,518
2018	$53,790	$62,717	$1,060,226	$-8,927

THE JOSEPH WASSERSTROM FAMILY SUPPORTING ORGANIZATION