United Jewish Appeal Aspen Valley … - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

Jay Strear

Tax Period

2020-01-01 to 2020-12-31

United Jewish Appeal Aspen Valley Campaign, founded in 2001, is a small nonprofit that reported $278K in total revenue in fiscal year 2020. Revenue fell 38% from the prior year — a significant decline worth monitoring.

Mission

The Organization raises funds to further its religious ideals and goals.

Program Service Accomplishments

Program 1

Expenses: $246,634

The Organization raises funds to further its religious ideals and goals. The Organization serves the Jewish community in Aspen, CO with over 500 members and contributes funds to a national...

The Organization raises funds to further its religious ideals and goals. The Organization serves the Jewish community in Aspen, CO with over 500 members and contributes funds to a national organization with like goals and ideals.

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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 (2020)

Revenue Breakdown

Contributions & Grants $278,013

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $278,013

Expense Breakdown

Grants Paid $231,800

Salaries & Benefits $0

Fundraising Expenses $1,716

Program Expenses $246,634

Other Expenses $57,803

TOTAL EXPENSES $289,603

Year-over-Year Comparison

	2020	2019	Change
Revenue	$278,013	$449,355	-0.4%
Expenses	$289,603	$349,151	-0.2%
Net Income	$-11,590	$100,204	-1.1%

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
Nina Zale	Board Member	1.00	Director	$0	$0	$0
Steven Schlafer	Board Member	1.00	Director	$0	$0	$0
Rabbi Mendel Mintz	Board Member	1.00	Director	$0	$0	$0
Rabbi Itzhak Vardy	Board Member	1.00	Director	$0	$0	$0
Jay Strear	JCO CEO	0.00	Officer 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
2020	$278,013	$289,603	$256,519	$-11,590

United Jewish Appeal Aspen Valley Campaign