THE JEWISH FUND

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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

1996

Legal Domicile

Principal Officer

MARGO PERNICK

Phone

2486424260

Tax Period

2024-06-01 to 2025-05-31

THE JEWISH FUND, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 136% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 37% operating margin.

Mission

THE JEWISH FUND IS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES. THE FUND'S PRIMARY ACTIVITIES ARE: SUPPORTING A JEWISH HEALTH CARE MISSION IN THE GREATER DETROIT AREA AND MICHIGAN; PROMOTION OF COMMUNITY RELATIONS WITHIN THE JEWISH COMMUNITY AND WITH THE GENERAL COMMUNITY; AND TO SUPPORT THE WELFARE OF AMERICAN SOCIETY AND TO THE BETTERMENT OF THE HUMAN CONDITION GENERALLY BY FOSTERING A STRONG, CONFIDENT, AND DEMOCRATIC COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $2,314,400 Revenue: $0

DISTRIBUTION OF FUNDS TO QUALIFIED 501(C)(3) ORGANIZATIONS IN SUPPORT OF THE JEWISH FUND'S MISSION.

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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 $49,100

Program Service Revenue $0

Investment Income $4,589,688

Other Revenue $0

TOTAL REVENUE $4,638,788

Expense Breakdown

Grants Paid $2,225,822

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,314,400

Other Expenses $688,787

TOTAL EXPENSES $2,914,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,638,788	$1,967,113	+1.4%
Expenses	$2,914,609	$4,509,584	-0.4%
Net Income	$1,724,179	$-2,542,471	-1.7%

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

$577,306

Total Directors

$1,095,681

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN INGBER	BOARD MEMBER	0.50	Director	$0	$16,554	$518,375
DOROTHY BENYAS	SECRETARY/TREASUER	2.00	Officer Director	$0	$28,081	$306,357
MARGO PERNICK	EXECUTIVE DIRECTOR	35.90	Officer Director	$0	$26,679	$270,949
MARK KOWALSKY	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JEFF SCHLUSSEL	CHAIR	0.50	Officer Director	$0	$0	$0
PETER ALTER	BOARD MEMBER	0.50	Director	$0	$0	$0
CAROLYN BELLINSON	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL BERGER	BOARD MEMBER	0.50	Director	$0	$0	$0
ROZ BLANCK	BOARD MEMBER	0.50	Director	$0	$0	$0
PENNY BLUMENSTEIN	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIKA BOCKNEK	BOARD MEMBER	0.50	Director	$0	$0	$0
JODY BOORSTEIN	BOARD MEMBER	0.50	Director	$0	$0	$0
SHARLONDA BUCKMAN-DAVIS	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFFREY DEVRIES	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDY DOCTOROFF	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL EIZELMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
DR JENNIFER FRIEDMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNDA GILES	BOARD MEMBER	0.50	Director	$0	$0	$0
NANCY GROSFELD	BOARD MEMBER	0.50	Director	$0	$0	$0
JAY HACK	BOARD MEMBER	0.50	Director	$0	$0	$0
GILDA JACOBS	BOARD MEMBER	0.50	Director	$0	$0	$0
SHERRI KETAI	BOARD MEMBER	0.50	Director	$0	$0	$0
JUSTIN KLAMERUS	BOARD MEMBER	0.50	Director	$0	$0	$0
CANDACE JOHNSON KIMPSON	BOARD MEMBER	0.50	Director	$0	$0	$0
RICHARD KRUGEL	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT LESTER	BOARD MEMBER	0.50	Director	$0	$0	$0
ILANA LISS	BOARD MEMBER	0.50	Director	$0	$0	$0
BEVERLY LISS	BOARD MEMBER	0.50	Director	$0	$0	$0
RABBI HAROLD LOSS	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL MADDIN	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT NAFTALY	BOARD MEMBER - PARTIAL YEAR	0.50	Director	$0	$0	$0
MARCIE ORLEY	BOARD MEMBER - PARTIAL YEAR	0.50	Director	$0	$0	$0
SUSIE PAPPAS	BOARD MEMBER	0.50	Director	$0	$0	$0
GEORGE ROBERTS	BOARD MEMBER	0.50	Director	$0	$0	$0
MARTA ROSENTHAL	BOARD MEMBER	0.50	Director	$0	$0	$0
STEVE SCHANES	BOARD MEMBER	0.50	Director	$0	$0	$0
MARK SCHLUSSEL	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN SOSNICK SCHOENBERG	BOARD MEMBER	0.50	Director	$0	$0	$0
GARY TORGOW	BOARD MEMBER	0.50	Director	$0	$0	$0
LEAH TROSCH	BOARD MEMBER	0.50	Director	$0	$0	$0
LAWRENCE WOLFE	BOARD MEMBER	0.50	Director	$0	$0	$0
MONICA WOODSON	BOARD MEMBER	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	$4,638,788	$2,914,609	$65,703,892	$1,724,179
2024	$1,967,113	$4,509,584	$62,555,927	$-2,542,471
2023	$3,794,521	$4,031,863	$60,251,819	$-237,342
2022	$6,947,379	$2,967,985	$63,179,971	$3,979,394
2021	$3,265,979	$2,893,689	$68,108,073	$372,290
2020	$2,544,716	$4,066,968	$55,211,372	$-1,522,252
2019	$1,723,446	$3,375,658	$59,338,101	$-1,652,212