JEWISH FEDERATION OF PEORIA INC

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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

1978

Legal Domicile

Principal Officer

ELIZABETH MILLER

Phone

3096890063

Tax Period

2023-07-01 to 2024-06-30

JEWISH FEDERATION OF PEORIA INC, founded in 1978, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $278K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $249K left a modest 11% surplus.

Mission

TO SERVE THE JEWISH PEOPLE LOCALLY IN ISRAEL AND THROUGHOUT THE WORLD

Program Service Accomplishments

Program 1

Expenses: $156,055 Revenue: $0

THE ORGANIZATION PROVIDES LOCAL PROGRAMMING AND FUND FOR SOCIAL SERVICES EDUCATIONAL PROGRAMS AND THE NEEDS OF JEWS IN 60 COUNTRIES AROUND THE WORLD THROUGH OUR OVERSEAS PARTNERS.

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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 $220,321

Program Service Revenue $0

Investment Income $58,042

Other Revenue $0

TOTAL REVENUE $278,363

Expense Breakdown

Grants Paid $124,550

Salaries & Benefits $91,546

Fundraising Expenses $45,382

Program Expenses $156,055

Other Expenses $32,722

TOTAL EXPENSES $248,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$278,363	$200,007	+0.4%
Expenses	$248,818	$264,057	-0.1%
Net Income	$29,545	$-64,050	-1.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY CARLSON	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH MILLER	PRESIDENT	0.50	Officer Director	$0	$0	$0
ALEKS SHUSTER	DIRECTOR	0.50	Director	$0	$0	$0
BARB KATZ	DIRECTOR	0.50	Director	$0	$0	$0
BRUCE DIEN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
AMY WILLARD	TREASURER	2.00	Officer Director	$0	$0	$0
MICHELLE EGGERT	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
SHANTA NATHAN	DIRECTOR	0.50	Director	$0	$0	$0
MELISSA VALEN	DIRECTOR	0.50	Director	$0	$0	$0
SALLY WECKER	DIRECTOR	0.50	Director	$0	$0	$0
NATALIE ZEMAN	SECRETARY	0.50	Officer Director	$0	$0	$0
MARISSA LORCH	REPRESENTATIVE	0.50	Director	$0	$0	$0
BARB JOHNSTON	DIRECTOR	0.50	Director	$0	$0	$0
JENNY KRAVETZ	DIRECTOR	0.50	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
2025	No data	No data	No data	No data
2024	$278,363	$248,818	$1,333,752	$29,545
2023	$200,007	$264,057	$1,314,936	$-64,050
2022	$68,880	$237,169	$1,377,611	$-168,289
2021	$387,024	$238,246	$1,536,951	$148,778
2020	$348,373	$264,330	$1,373,976	$84,043
2019	$313,094	$242,609	$1,278,806	$70,485
2018	$284,379	$253,198	$1,168,454	$31,181