JEWISH CHILD AND FAMILY SERVICES ENDOWMENT FOUNDATION (EIN 364310911) - 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

JEWISH CHILD AND FAMILY SERVICES ENDOWMENT FOUNDATION, founded in 1999, is a community nonprofit in the Human Services sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 611% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 66% operating margin.

Mission

THE FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF JEWISH CHILD AND FAMILY SERVICES, A NOT-FOR-PROFIT ORGANIZATION.

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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 $513,646

Program Service Revenue $0

Investment Income $4,045,040

Other Revenue $0

TOTAL REVENUE $4,558,686

Expense Breakdown

Grants Paid $1,367,525

Salaries & Benefits $0

Fundraising Expenses $31,304

Program Expenses $1,373,718

Other Expenses $184,475

TOTAL EXPENSES $1,552,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,558,686	$641,200	+6.1%
Expenses	$1,552,000	$1,570,806	0.0%
Net Income	$3,006,686	$-929,606	-4.2%

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
FRANCINE LEVY	VICE PRESIDENT/DIRECTOR	0.3	Officer Director	$0	$0	$0
GREGG WITT	TREASURER/DIRECTOR	0.3	Officer Director	$0	$0	$0
MIDGE PERLMAN SHAFTON	President/Director	1.0	Officer Director	$0	$0	$0
RICHARD BENDIX	SECRETARY/DIRECTOR	0.3	Officer Director	$0	$0	$0
ANDREW GLICK	DIRECTOR	0.3	Director	$0	$0	$0
ANN-LOUISE KLEPER	DIRECTOR	0.3	Director	$0	$0	$0
JEFFREY KRIEZELMAN	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	$4,558,686	$1,552,000	$31,745,272	$3,006,686
2024	$641,200	$1,570,806	$30,417,599	$-929,606
2023	$1,072,011	$1,505,872	$28,115,644	$-433,861
2022	$2,199,769	$1,523,019	$26,909,563	$676,750
2021	$1,851,927	$1,550,280	$30,584,561	$301,647
2020	$1,902,654	$1,566,361	$25,632,316	$336,293
2019	$1,190,083	$1,629,790	$25,478,228	$-439,707
2018	$3,939,973	$1,649,465	$26,106,612	$2,290,508

JEWISH CHILD AND FAMILY SERVICES ENDOWMENT FOUNDATION