SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP (EIN 362662739) - 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

1924

Legal Domicile

Phone

3123221700

Tax Period

2024-07-01 to 2025-06-30

SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP, founded in 1924, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Net assets of $55.6M represent 95 months of operating reserves.

Mission

SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP OFFERS AN INNOVATIVE, NON DENOMINATIONAL ARRAY OF SPECIALIZED AND PUBLIC PROGRAMMING, GROUNDED IN JEWISH THOUGHT, INSPIRED BY JEWISH VALUES, AND RESOLUTELY RELEVANT TO PEOPLE'S LIVES TODAY. ("SPERTUS "THE INSTITUTE") IS A JEWISH INSTITUTION GROUNDED IN JEWISH VALUES THAT INVITES PEOPLE OF ALL AGES AND BACKGROUNDS TO EXPLORE THE MULTI-FACETED JEWISH EXPERIENCE. THROUGH ITS INNOVATIVE PUBLIC PROGRAMMING, EXHIBITIONS, COLLECTIONS, RESEARCH FACILITIES AND DEGREE PROGRAMS, SPERTUS INSPIRES LEARNING, SERVES DIVERSE COMMUNITIES AND FOSTERS UNDERSTANDING FOR JEWS AND PEOPLE OF ALL FAITHS, LOCALLY, REGIONALLY AND AROUND THE WORLD

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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 $3,239,539

Program Service Revenue $910,646

Investment Income $1,164,237

Other Revenue $1,698,964

TOTAL REVENUE $7,013,386

Expense Breakdown

Grants Paid $329,461

Salaries & Benefits $3,086,113

Fundraising Expenses $460,381

Program Expenses $4,907,428

Other Expenses $3,993,965

TOTAL EXPENSES $7,409,539

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,013,386	$5,373,211	+0.3%
Expenses	$7,409,539	$7,379,434	+0.0%
Net Income	$-396,153	$-2,006,223	-0.8%

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

$636,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE WERNER	TREASURER	5.0	Officer Director	$0	$0	$0
HAROLD ISRAEL	CHAIRPERSON	5.0	Officer Director	$0	$0	$0
ODETTE OLSON	SECRETARY	5.0	Officer Director	$0	$0	$0
AMY TUCHLER	TRUSTEE	1.0	Director	$0	$0	$0
AVRUM GRAY	TRUSTEE	1.0	Director	$0	$0	$0
BARBARA BERESKIN	TRUSTEE	1.0	Director	$0	$0	$0
BLAIR KLEIN	TRUSTEE	1.0	Director	$0	$0	$0
BRUCE CRANE	TRUSTEE	1.0	Director	$0	$0	$0
BRUCE HECKTMAN	TRUSTEE	1.0	Director	$0	$0	$0
DON KLEINMUNTZ	TRUSTEE	1.0	Director	$0	$0	$0
DONNA E BARROWS	TRUSTEE	1.0	Director	$0	$0	$0
DR SHARON SILVERMAN	TRUSTEE	1.0	Director	$0	$0	$0
IRENA FRIEDGAN	TRUSTEE	1.0	Director	$0	$0	$0
LAUREL VAN ALLEN	TRUSTEE	1.0	Director	$0	$0	$0
MARK MEHLMAN	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL MARKMAN	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL SPERTUS	TRUSTEE	1.0	Director	$0	$0	$0
MONICA PERLMAN	TRUSTEE	1.0	Director	$0	$0	$0
PETER BENSINGER JR	TRUSTEE	1.0	Director	$0	$0	$0
PHILIP SPERTUS	TRUSTEE	1.0	Director	$0	$0	$0
PHILLIP GORDON	TRUSTEE	1.0	Director	$0	$0	$0
SHELLEY STERN GRACH	TRUSTEE	1.0	Director	$0	$0	$0
STEVEN WOLFF	TRUSTEE	1.0	Director	$0	$0	$0
DEAN BELL	PRESIDENT AND CEO	40.0	Officer	$365,042	$38,222	$403,264
KEREN FRAIMAN	CHIEF ACADEMIC OFFICER	40.0	Officer	$227,775	$5,545	$233,320
GERARDO SANTA CRUZ	FACILITIES	40.0	Highest	$106,994	$2,143	$109,137
PHILLIP THOMPSON	DIRECTOR OF FACILITIES	40.0	Highest	$139,363	$17,716	$157,079

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	$7,013,386	$7,409,539	$61,357,609	$-396,153
2024	$5,373,211	$7,379,434	$61,025,366	$-2,006,223
2023	$38,642,887	$8,533,835	$61,720,247	$30,109,052
2022	$7,279,775	$8,765,489	$61,494,654	$-1,485,714
2021	$8,888,180	$7,270,992	$65,922,474	$1,617,188
2020	$7,780,805	$9,325,914	$64,668,911	$-1,545,109
2019	$8,684,291	$9,645,309	$65,507,334	$-961,018
2018	$8,494,739	$9,389,101	$66,007,107	$-894,362

SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP