THE JEWISH FEDERATION OF NWI INC (EIN 350888766) - 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

1941

Legal Domicile

Principal Officer

EMILY BENEDIX

Phone

2193010960

Tax Period

2024-01-01 to 2024-12-31

THE JEWISH FEDERATION OF NWI INC, founded in 1941, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 61% operating margin.

Mission

ENRICHING JEWISH LIFE IN NORTHWEST INDIANA, ISRAEL AND AROUND THE WORLD THROUGH SERVICE, PROGRAMMING, ADVOCACY AND FUNDRAISING.

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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 $532,695

Program Service Revenue $403,104

Investment Income $2,056,688

Other Revenue $12,684

TOTAL REVENUE $3,005,171

Expense Breakdown

Grants Paid $89,171

Salaries & Benefits $516,731

Fundraising Expenses $6,676

Program Expenses $709,816

Other Expenses $570,803

TOTAL EXPENSES $1,176,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,005,171	$1,162,248	+1.6%
Expenses	$1,176,705	$1,162,982	+0.0%
Net Income	$1,828,466	$-734	-2492.1%

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

$97,383

Total Directors

$97,383

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MARK SPERLING	PRESIDENT	1.00	Officer Director	$0	$0	$0
LARRY GILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA KAPLAN-GRAVES	SECRETARY	1.00	Officer Director	$0	$0	$0
DR LORIN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN RADNOR	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY KATZ	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY GROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN LAHN	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL CULBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARILYN HIRSCH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARRY LEVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JANINE ROTHSCHILD	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURIE YOUNG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN DOHERTY	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY BENEDIX	EXECUTIVE DIRECTOR	40.00	Officer Director	$97,383	$0	$97,383
ORLEE GLAZER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSALIE LEVINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LIRAZ TENENBAUME	BOARD MEMBER	1.00	Director	$0	$0	$0
ERICA YAKOVETZ	BOARD MEMBER	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
2024	$3,005,171	$1,176,705	$11,306,424	$1,828,466
2023	$1,162,248	$1,162,982	$10,368,857	$-734
2022	$1,258,680	$1,164,243	$9,734,722	$94,437
2021	$1,334,088	$1,104,805	$10,662,776	$229,283
2020	$1,118,458	$1,042,082	$9,773,649	$76,376
2019	$1,024,105	$1,132,197	$9,333,774	$-108,092
2018	$1,061,082	$939,243	$8,744,324	$121,839

THE JEWISH FEDERATION OF NWI INC