JEWISH HISTORICAL SOCIETY OF THE UPPER MIDWEST (EIN 363337514) - 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

1984

Legal Domicile

Principal Officer

JAMIE HEILICHER

Phone

7635447600

Tax Period

2024-09-01 to 2025-08-31

JEWISH HISTORICAL SOCIETY OF THE UPPER MIDWEST, founded in 1984, is a small nonprofit that reported $253K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $644K represent 31 months of operating reserves.

Mission

TO PROMOTE THE VITALITY AND CONTINUITY OF JEWISH CULTURE IN THE UPPER MIDWEST.

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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 $232,495

Program Service Revenue $209

Investment Income $45,644

Other Revenue $-25,358

TOTAL REVENUE $252,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,088

Fundraising Expenses $22,258

Program Expenses $174,701

Other Expenses $160,856

TOTAL EXPENSES $245,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,990	$204,895	+0.2%
Expenses	$245,944	$223,755	+0.1%
Net Income	$7,046	$-18,860	-1.4%

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

$79,003

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE HEILICHER	PRESIDENT	6.00	Officer Director	$0	$0	$0
SUSAN WEINBERG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BARBARA RITZEN	TREASURER	2.00	Officer Director	$0	$0	$0
ARLIS GROSSMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
SHARON STEINFELDT	DIRECTOR - PAST PRESIDENT	1.00	Director	$0	$0	$0
JOANNE SHER	REGIONAL REPRESENTATIVE	1.00	Director	$0	$0	$0
KATE DIETRICK	DIRECTOR (NON-VOTING)	1.00	Director	$0	$0	$0
LARRY EISENSTADT	DIRECTOR	1.00	Director	$0	$0	$0
AVRAM ETTEDGUI	DIRECTOR	1.00	Director	$0	$0	$0
JEROME INGBER	DIRECTOR	1.00	Director	$0	$0	$0
MYRNA ORENSTEN	DIRECTOR	1.00	Director	$0	$0	$0
SHEL SCHREIBERG	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN DOROSHOW	EXECUTIVE DIRECTOR	40.00	Officer	$79,003	$0	$79,003

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	$252,990	$245,944	$645,370	$7,046
2024	$204,895	$223,755	$621,137	$-18,860
2023	$247,543	$260,176	$585,780	$-12,633
2022	$292,884	$241,825	$598,377	$51,059
2021	$144,503	$175,972	$715,428	$-31,469
2020	$206,945	$235,484	$654,823	$-28,539
2019	$127,356	$196,990	$660,152	$-69,634
2018	$219,124	$148,348	$740,606	$70,776

JEWISH HISTORICAL SOCIETY OF THE UPPER MIDWEST