JEWISH HISTORICAL SOCIETY OF MICHIGAN (EIN 386056397) - 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

1959

Legal Domicile

Principal Officer

KEN BERNARD

Phone

2489150114

Tax Period

2023-01-01 to 2023-12-31

JEWISH HISTORICAL SOCIETY OF MICHIGAN, founded in 1959, is a small nonprofit that reported $459K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $392K left a modest 15% surplus.

Mission

JEWISH HISTORICAL SOCIETY OF MICHIGAN SHARES AND CELEBRATES THE EXPERIENCES AND CONTRIBUTIONS OF THE JEWISH PEOPLE, COMMUNITIES AND INSTITUTIONS OF MICHIGAN.

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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 $250,827

Program Service Revenue $207,860

Investment Income $0

Other Revenue $0

TOTAL REVENUE $458,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $247,011

Fundraising Expenses $33,351

Program Expenses $250,460

Other Expenses $144,949

TOTAL EXPENSES $391,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$458,687	$365,378	+0.3%
Expenses	$391,960	$309,329	+0.3%
Net Income	$66,727	$56,049	+0.2%

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
DEEDE AUSTER	DIRECTOR	0.00	Director	$0	$0	$0
KEN BERNARD	TREASURER	0.00	Officer Director	$0	$0	$0
ROZ BLANCK	DIRECTOR	0.00	Director	$0	$0	$0
BARBARA COHN	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
SUZANNE CURTIS	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
LARRY GUNSBERG	DIRECTOR	0.00	Director	$0	$0	$0
SUE KALISKY	DIRECTOR	0.00	Director	$0	$0	$0
SUSAN CASSELS KAMIN	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL J KASKY	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
NADAV PAIS-GREENAPPLE	DIRECTOR	0.00	Director	$0	$0	$0
RISHA RING	PAST PRESIDE	0.00	Officer Director	$0	$0	$0
SUSAN ROLLINGER	DIRECTOR	0.00	Director	$0	$0	$0
STACEY SIMMONS	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL G SMITH	DIRECTOR	0.00	Director	$0	$0	$0
JOEL UNGAR	DIRECTOR	0.00	Director	$0	$0	$0
JEANNIE WEINER	PRESIDENT	2.00	Officer Director	$0	$0	$0
TRUDY WEISS	DIRECTOR	0.00	Director	$0	$0	$0
SAM WOLL	DIRECTOR	0.00	Director	$0	$0	$0
MARGERY J JABLIN	SECRETARY	0.00	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
2024	No data	No data	No data	No data
2023	$458,687	$391,960	$202,841	$66,727
2022	$365,378	$309,329	$136,009	$56,049
2021	$290,612	$289,079	$75,116	$1,533
2020	$279,708	$259,574	$92,720	$20,134
2019	$278,342	$300,178	$31,981	$-21,836
2018	$208,891	$280,765	$47,379	$-71,874

JEWISH HISTORICAL SOCIETY OF MICHIGAN