JEWISH APARTMENTS & SERVICES PHASE IV INC (EIN 382472562) - 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

1983

Legal Domicile

Principal Officer

NANCY S HEINRICH

Phone

2489674240

Tax Period

2017-06-01 to 2018-05-31

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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $268

TOTAL EXPENSES $268

Year-over-Year Comparison

	2017	2016	Change
Revenue	N/A	$34,521	-1.0%
Expenses	$268	$1,102,423	-1.0%
Net Income	N/A	$-1,067,902	N/A

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

$701,623

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOWELL SALESIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBORAH ROSENTHAL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEN GOSS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBIN KAUFMAN TREPECK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY FLEISCHMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE SWARTZ	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW LESTER	EXECUTIVE CMTE CHAIR - IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
MICHAEL BANKS	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE J BERESH	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK BLECHMAN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN COHEN	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON GOLD	DIRECTOR	1.00	Director	$0	$0	$0
JASON FISHER	DIRECTOR	1.00	Director	$0	$0	$0
AMY FOLBE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SOLWAY	DIRECTOR	1.00	Director	$0	$0	$0
ED KRESCH	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT MARCUS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN RAZNICK	DIRECTOR	1.00	Director	$0	$0	$0
NANCY REED	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
CINDY SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
ARLENE SELIK	DIRECTOR	1.00	Director	$0	$0	$0
NEIL GOROSH	DIRECTOR	1.00	Director	$0	$0	$0
MATT SHIFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SCHWARTZENFELD	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA KAPPY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY S HEINRICH	CEO	3.80	Officer	$0	$12,099	$208,560
BARBRA GILES	EXECUTIVE DIRECTOR OF AGING	3.80	Officer	$0	$18,552	$99,537
CLINT GUESS	EXECUTIVE DIRECTOR OF OPERATIONS	3.80	Officer	$0	$1,932	$81,250
JENNIE KLEPINGER	CFO	3.80	Officer	$0	$9,252	$142,447
FRAN VICTOR	CHIEF DEVELOPMENT OFFICER	3.80	Officer	$0	$6,740	$169,829

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
2018	No data	$268	No data	No data

JEWISH APARTMENTS & SERVICES PHASE IV INC