FORT WAYNE JEWISH FEDERATION INC

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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

1921

Legal Domicile

Principal Officer

MICHAEL THEISE

Phone

2604560400

Tax Period

2023-07-01 to 2024-06-30

FORT WAYNE JEWISH FEDERATION INC, founded in 1921, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $745K in total revenue in fiscal year 2023. Expenses of $674K left a modest 10% surplus.

Mission

THE FORT WAYNE JEWISH FEDERATION WORKS TO PERPETUATE AND SUSTAIN JEWISH LIFE THROUGH PROGRAMS AND SERVICES TO THE JEWISH COMMUNITY TO ENSURE A THRIVING JEWISH COMMUNITY IN THE FUTURE.

Program Service Accomplishments

Program 1

Expenses: $595,641 Revenue: $8,718

THE FEDERATION ACCOMPLISHES ITS MISSION BY: - IDENTIFYING COMMON CONCERNS AND BRINGING VARIOUS SEGMENTS OF OUR COMMUNITY TOGETHER TO SEEK SOLUTIONS. - RECRUITING AND ORIENTING POTENTIAL LEADERS AND PLANNING FOR THE FUTURE NEEDS OF A CHANGING JEWISH COMMUNITY. - RAISING AND ALLOCATING FUNDS FOR THE OPERATION OF OUR LOCAL JEWISH FEDERATION, AGENCIES THAT OFFER SOCIAL AND COMMUNITY SERVICES NATIONALLY, AND NEEDS OF JEWS IN OVER 60 COUNTRIES AROUND THE WORLD. - WORKING DILIGENTLY TO PROMOTE A CLIMATE OF PUBLIC OPINION FAVORABLE TO JEWISH NEEDS, ISSUES, AND INTERESTS. - SEEKING TO STRENGTHEN THE SENSE OF KLAL YISRAEL (JEWISH PEOPLEHOOD), THROUGH OUR SPONSORSHIP OF COMMUNAL GATHERINGS AND PUBLICATIONS. - ACTING AS A VOICE FOR OUR LOCAL JEWISH COMMUNITY BY OUR PUBLIC STATEMENTS AND PRIVATE DIPLOMACY ON ISSUES OF CONCERN. - PROVIDING RESOURCES, WHETHER FINANCIAL, TECHNICAL, OR HUMAN, TO HELP OTHER JEWISH ORGANIZATIONS AND/OR INDIVIDUALS FUNCTION MOST EFFECTIVELY. THE FEDERATION STRIVES TO BUILD A COHESIVE COMMUNITY, BRINGING PEOPLE TOGETHER TO IDENTIFY WHAT WE NEED TO DO TO BE A BETTER COMMUNITY.

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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 $592,543

Program Service Revenue $8,718

Investment Income $144,134

Other Revenue $70

TOTAL REVENUE $745,465

Expense Breakdown

Grants Paid $430,048

Salaries & Benefits $127,071

Fundraising Expenses $14,818

Program Expenses $595,641

Other Expenses $117,267

TOTAL EXPENSES $674,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$745,465	$711,489	+0.0%
Expenses	$674,386	$530,779	+0.3%
Net Income	$71,079	$180,710	-0.6%

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

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

$90,926

Total Directors

$33,794

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAKI SCHREIER	EXECUTIVE DI	40.00	Officer	$53,695	$3,437	$57,132
SCOTT SALON	PRESIDENT	2.00	Officer Director	$0	$0	$0
BOB WALTERS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BONNIE POMERANTZ	SECRETARY	2.00	Officer Director	$33,794	$0	$33,794
LEE POMERANTZ	TREASURER	2.00	Officer Director	$0	$0	$0
BEN EISBART	DIRECTOR	1.00	Director	$0	$0	$0
RON FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA GERSON-HURWITZ	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN GRINSFELDER	DIRECTOR	1.00	Director	$0	$0	$0
MIMI ZELMAN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE RUSH	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN TOM	DIRECTOR	1.00	Director	$0	$0	$0
LEAH ZIMMERMAN	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$745,465	$674,386	$5,057,963	$71,079
2023	$711,489	$530,779	$4,717,215	$180,710
2022	$394,697	$478,829	$4,394,882	$-84,132
2021	$1,000,896	$365,578	$5,248,696	$635,318
2020	$388,358	$406,996	$4,222,919	$-18,638
2019	$490,857	$444,673	$4,204,506	$46,184
2018	$535,904	$442,162	$4,194,779	$93,742