JEWISH FEDERATION OF GREATER TOLEDO (EIN 344428259) - 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

1904

Legal Domicile

Principal Officer

STEPHEN ROTHSCHILD

Phone

4198854461

Tax Period

2024-01-01 to 2024-12-31

JEWISH FEDERATION OF GREATER TOLEDO, founded in 1904, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.6M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $6.0M left a modest 9% surplus.

Mission

PROVIDE PROGRAMS & SERVICES IN THE JEWISH COMMUNITY OF TOLEDO & SURROUNDING 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 $3,863,138

Program Service Revenue $630,921

Investment Income $1,960,523

Other Revenue $157,056

TOTAL REVENUE $6,611,638

Expense Breakdown

Grants Paid $1,552,957

Salaries & Benefits $2,954,619

Fundraising Expenses $566,673

Program Expenses $4,906,816

Other Expenses $1,479,056

TOTAL EXPENSES $5,986,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,611,638	$7,582,171	-0.1%
Expenses	$5,986,632	$8,551,885	-0.3%
Net Income	$625,006	$-969,714	-1.6%

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

205

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

$241,187

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN ROTHSCHILD	CHIEF EXECUTIVE OFFICER	40.00	Officer	$198,505	$42,682	$241,187
LAURIE GROSS	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK GREENBLATT	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID BERLAND	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHAD KRIPKE	TREASURER	2.00	Officer Director	$0	$0	$0
TAMARA GREEN	SECRETARY	2.00	Officer Director	$0	$0	$0
JOEL BEREN	LIFETIME HONOREE	2.00	Director	$0	$0	$0
ROSEMARY CHABAN	TRUSTEE	2.00	Director	$0	$0	$0
ROSS CHABAN	TRUSTEE	2.00	Director	$0	$0	$0
MAARA FINK-HAMILTON	TRUSTEE	2.00	Director	$0	$0	$0
LINDSAY FOLKERTH	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD GREENBLATT	LIFETIME HONOREE	2.00	Director	$0	$0	$0
TOM KASLE	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINA KATZ	TRUSTEE	2.00	Director	$0	$0	$0
MATT KRIPKE	TRUSTEE	2.00	Director	$0	$0	$0
MARCY KUEHNLE	TRUSTEE	2.00	Director	$0	$0	$0
STEVE NATHANSON	LIFETIME HONOREE	2.00	Director	$0	$0	$0
MIKE TAMOR	TRUSTEE	2.00	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
2024	$6,611,638	$5,986,632	$47,555,765	$625,006
2023	$7,582,171	$8,551,885	$45,367,216	$-969,714
2022	$5,629,920	$4,771,812	$54,084,176	$858,108
2021	$6,013,773	$5,389,840	$65,082,362	$623,933
2020	$4,120,284	$2,356,804	$41,198,224	$1,763,480
2020	$7,885,229	$3,975,997	$34,776,137	$3,909,232
2019	$6,155,045	$4,195,309	$30,275,507	$1,959,736
2018	$2,962,265	$4,110,861	$27,559,651	$-1,148,596

JEWISH FEDERATION OF GREATER TOLEDO