COUNCIL FOR JEWISH ELDERLY ENDOWMENT FOUNDATION (EIN 364310834) - 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

1999

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

COUNCIL FOR JEWISH ELDERLY ENDOWMENT FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 25015% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 67% operating margin.

Mission

THE FOUNDATION WAS ESTABLISHED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF THE COUNCIL FOR JEWISH ELDERLY, A NOT-FOR-PROFIT CORPORATION.

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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 $1,290,543

Program Service Revenue $0

Investment Income $3,293,406

Other Revenue $0

TOTAL REVENUE $4,583,949

Expense Breakdown

Grants Paid $1,377,588

Salaries & Benefits $0

Fundraising Expenses $24,728

Program Expenses $1,380,986

Other Expenses $146,556

TOTAL EXPENSES $1,524,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,583,949	$18,252	+250.1%
Expenses	$1,524,144	$1,523,727	+0.0%
Net Income	$3,059,805	$-1,505,475	-3.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN GOLDSTEIN	VICE PRESIDENT/DIRECTOR	0.3	Officer Director	$0	$0	$0
DON TROSSMAN	TREASURER/DIRECTOR	0.3	Officer Director	$0	$0	$0
JUDY L SMITH	SECRETARY/DIRECTOR	0.3	Officer Director	$0	$0	$0
SCOTT HEYMAN -PART YEAR	SECRETARY/DIRECTOR	0.3	Officer Director	$0	$0	$0
SUSAN RINGEL SEGAL	PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
ABBE TEMKIN	DIRECTOR	0.3	Director	$0	$0	$0
KAREN GALIN	DIRECTOR	0.3	Director	$0	$0	$0
LINDA SOREFF SIEGEL	DIRECTOR	0.3	Director	$0	$0	$0
DAVID S ROSEN	ASSISTANT SECRETARY	0.3	Officer	$0	$0	$0
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$0	$0
PETER CHISWICK	ASSISTANT TREASURER	0.3	Officer	$0	$0	$0
STEVEN A WANDER	ASSISTANT SECRETARY	0.3	Officer	$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	$4,583,949	$1,524,144	$26,354,914	$3,059,805
2024	$18,252	$1,523,727	$24,863,360	$-1,505,475
2023	$1,067,569	$1,267,588	$23,489,663	$-200,019
2022	$1,957,737	$1,384,815	$22,326,419	$572,922
2021	$1,778,330	$1,250,051	$25,395,220	$528,279
2020	$1,268,987	$1,206,611	$20,997,167	$62,376
2019	$2,055,694	$1,478,897	$21,086,578	$576,797
2018	$3,206,310	$1,284,238	$20,637,214	$1,922,072

COUNCIL FOR JEWISH ELDERLY ENDOWMENT FOUNDATION