JFC-RICHMAN NATHAN G #1 TA

EIN: 346507680 501(c)(3)

BROOKLYN, OH

Total Revenue
$100,807
Total Expenses
$141,786
Total Assets
$2,462,822
Net Assets
$2,462,822
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1927
Legal Domicile
OH
Phone
2166897639
Tax Period
2025-01-01 to 2025-12-31

JFC-RICHMAN NATHAN G #1 TA, founded in 1927, is a small nonprofit that reported $101K in total revenue in fiscal year 2025. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $142K exceeded revenue, resulting in a 41% operating deficit.

Mission

GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED MAY 2, 1927. THE TRUST AGREEMENT REQUIRES KEYBANK, AS TRUSTEE TO DISTRIBUTE NET INCOME TO THE JEWISH COMMUNITY FEDERATION OF CLEVELAND, OHIO IN ORDER TO CARRY ON THE FUNCTION IN WHICH THE JEWISH COMMUNITY IS NOW ENGAGED, OF PROVIDING MEANS AND ASSISTANCE TO WORTHY CHARITABLE ORGANIZATIONS CONDUCTED FOR THE BENEFIT OF JEWISH PEOPLE IN AND ABOUT CLEVELAND, OHIO UNDER THE OHIO INSTITUTIONAL TRUST FUND ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVED THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. PLEASE NOTE THE CHARITIES HAVE A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATION TO QUALIFY AS A 509(A)3 ORGANIZATION.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $69,862
Other Revenue $30,945
TOTAL REVENUE $100,807

Expense Breakdown

Grants Paid $134,599
Salaries & Benefits $4,937
Fundraising Expenses $0
Program Expenses $134,599
Other Expenses $2,250
TOTAL EXPENSES $141,786

Year-over-Year Comparison

2025 2024 Change
Revenue $100,807 $253,795 -0.6%
Expenses $141,786 $131,316 +0.1%
Net Income $-40,979 $122,479 -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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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$4,937 $0 $4,937
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 $100,807 $141,786 $2,462,822 $-40,979
2024 $253,795 $131,316 $2,503,802 $122,479
2023 $177,918 $127,885 $2,389,427 $50,033
2022 $63,218 $148,973 $2,339,948 $-85,755
2021 $433,061 $132,537 $2,425,715 $300,524
2020 $49,909 $119,619 $2,125,190 $-69,710
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