JEWISH FEDERATION OF ST JOSEPH VALLEY INC (EIN 350941124) - 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

1945

Legal Domicile

Principal Officer

MARK MOSHE KRUGER

Phone

5742331164

Tax Period

2023-09-01 to 2024-08-31

JEWISH FEDERATION OF ST JOSEPH VALLEY INC, founded in 1945, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Net assets of $8.9M represent 80 months of operating reserves.

Mission

TO BE THE CENTRAL RESOURCE TO EMBRACE, CONNECT, AND SUPPORT JEWS LOCALLY AND GLOBALLY THROUGH SOCIAL SERVICES, COORDINATED FUNDRAISING, COMMUNITY OUTREACH, AND EDUCATIONAL AND RECREATIONAL PROGRAMMING.

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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 $780,997

Program Service Revenue $143,979

Investment Income $377,757

Other Revenue $38,073

TOTAL REVENUE $1,340,806

Expense Breakdown

Grants Paid $406,969

Salaries & Benefits $551,805

Fundraising Expenses $67,093

Program Expenses $1,077,872

Other Expenses $484,922

TOTAL EXPENSES $1,443,696

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,340,806	$1,000,010	+0.3%
Expenses	$1,443,696	$1,306,704	+0.1%
Net Income	$-102,890	$-306,694	-0.7%

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

$137,274

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MOSHE KRUGER	EXECUTIVE DI	40.00	Officer	$130,311	$6,963	$137,274
DONNA AYRES	DIRECTOR	1.00	Director	$0	$0	$0
JEAN KETCHAM	DIRECTOR	1.00	Director	$0	$0	$0
RONI AZIGOV	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY ROSE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH FELDBAUM	DIRECTOR	1.00	Director	$0	$0	$0
RUTH KREMER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
AVIVA WULFSOHN	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN NEW	DIRECTOR	1.00	Director	$0	$0	$0
DEENA ABRAHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
ALON SHEMESH	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
CRISTYNE PORILE	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARA BOETTCHER	TREASURER	2.00	Officer Director	$0	$0	$0
ALLEN STENBERG	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SARA NERENBERG	VICE PRESIDE	2.00	Officer 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	$1,340,806	$1,443,696	$13,717,219	$-102,890
2023	$1,000,010	$1,306,704	$12,669,807	$-306,694
2021	$1,015,906	$1,073,073	$14,293,269	$-57,167
2020	$1,060,260	$1,021,599	$13,159,800	$38,661
2019	$1,390,944	$1,139,648	$11,959,383	$251,296
2018	$1,303,514	$1,127,516	$11,052,946	$175,998

JEWISH FEDERATION OF ST JOSEPH VALLEY INC