JEWISH HOME AND AGING SERVICES (EIN 381358398) - 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

1936

Legal Domicile

Principal Officer

NANCY HEINRICH

Phone

2489674240

Tax Period

2024-06-01 to 2025-05-31

JEWISH HOME AND AGING SERVICES, founded in 1936, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $6.7M exceeded revenue, resulting in a 38% operating deficit.

Mission

WE NURTURE A SENSE OF COMMUNITY AND ENRICH THE LIVES OF OLDER ADULTS, WHILE EMBRACING JEWISH VALUES AND CELEBRATING LIFE.

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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 $156,288

Program Service Revenue $4,679,404

Investment Income $8,118

Other Revenue $2,698

TOTAL REVENUE $4,846,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,875,960

Fundraising Expenses $0

Program Expenses $5,196,230

Other Expenses $3,814,571

TOTAL EXPENSES $6,690,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,846,508	$8,993,318	-0.5%
Expenses	$6,690,531	$6,572,786	+0.0%
Net Income	$-1,844,023	$2,420,532	-1.8%

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

239

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

$1,227,481

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON FISHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK KOWALSKY	GOVERNANCE CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN RAZNICK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALAN STERNFELD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT MARCUS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY FLEISCHMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CAROLYN COHEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL BANKS	TREASURER	1.00	Officer Director	$0	$0	$0
MARK BERKE	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE BURSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
DAN CHERRIN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD FRANK	NEXTGEN LIAISON	1.00	Director	$0	$0	$0
KENNETH GOSS	DIRECTOR	1.00	Director	$0	$0	$0
ASA GOTLIEB	DIRECTOR	1.00	Director	$0	$0	$0
JUDY HERMAN	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA HOROWITZ	DIRECTOR	1.00	Director	$0	$0	$0
SONYA KAY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY REED	DIRECTOR	1.00	Director	$0	$0	$0
DR ROB ROBINS	DIRECTOR	1.00	Director	$0	$0	$0
JACK ROTHENBERG	DIRECTOR	1.00	Director	$0	$0	$0
KAREN RUBENFIRE	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER SALESIN	DIRECTOR	1.00	Director	$0	$0	$0
LOWELL SALESIN	DIRECTOR	1.00	Director	$0	$0	$0
JASON TISDALE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WOLF	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE ARONOVITZ	DIRECTOR	1.00	Director	$0	$0	$0
NANCY S HEINRICH	CEO	3.80	Officer	$0	$14,714	$339,233
JENNIFER STANISZEWKI	DIRECTOR OF RESIDENT LIVING	3.80	Officer	$0	$8,872	$127,997
RONALD COLASANTI	DIRECTOR OF DINING SERVICES	3.80	Officer	$0	$494	$141,652
DIANNE AZZOPARDI	HR DIRECTOR	3.80	Officer	$0	$533	$150,746
BARBARA GILES	EXECUTIVE DIRECTOR OF AGING	3.80	Officer	$0	$16,727	$132,358
JO ROSEN	EXECUTIVE DIRECTOR OF DEVELOPMENT	3.80	Officer	$0	$13,946	$133,137
KARA POWERS	CFO - PART YEAR	3.80	Officer	$0	$14,409	$202,358
JULIE WIEWIORA	CFO	3.80	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	$4,846,508	$6,690,531	$4,610,631	$-1,844,023
2024	$8,993,318	$6,572,786	$4,165,468	$2,420,532
2023	$6,424,189	$6,167,730	$1,500,241	$256,459
2022	$5,041,696	$5,679,951	$1,361,021	$-638,255
2021	$5,483,037	$5,161,378	$1,913,411	$321,659
2020	$7,762,199	$7,340,442	$1,647,020	$421,757
2019	$6,344,095	$6,335,633	$1,574,062	$8,462
2018	$4,953,717	$5,499,634	$1,635,918	$-545,917

JEWISH HOME AND AGING SERVICES