JEWISH FEDERATION OF MADISON INC (EIN 390867186) - 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

1940

Legal Domicile

Principal Officer

ALAN KLUGMAN

Phone

6082781808

Tax Period

2024-03-01 to 2025-02-28

JEWISH FEDERATION OF MADISON INC, founded in 1940, is a community nonprofit in the Religion sector that reported $3.3M in total revenue in fiscal year 2024. Expenses of $3.2M left a modest 4% surplus.

Mission

TO INSPIRE, BUILD, AND SUSTAIN VIBRANT JEWISH LIFE BY FOSTERING DIVERSE OPPORTUNITIES TO CONNECT AT EVERY AGE AND MOBILIZING OUR COMMUNITY IN COMMON PURPOSE, IN MADISON, ISRAEL, AND AROUND THE WORLD.

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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 $1,251,075

Program Service Revenue $1,788,373

Investment Income $248,438

Other Revenue $18,618

TOTAL REVENUE $3,306,504

Expense Breakdown

Grants Paid $517,956

Salaries & Benefits $1,644,220

Fundraising Expenses $23,937

Program Expenses $2,644,527

Other Expenses $1,005,128

TOTAL EXPENSES $3,167,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,306,504	$3,224,071	+0.0%
Expenses	$3,167,304	$2,910,251	+0.1%
Net Income	$139,200	$313,820	-0.6%

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

209

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

$135,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED GANTS	PRESIDENT	15.00	Officer Director	$0	$0	$0
DAN WEISS	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LIVIA ASHER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
DOUGLAS BERRY	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL GROSSBERG	DIRECTOR	1.00	Director	$0	$0	$0
JUDY PIEROTTI	DIRECTOR	1.00	Director	$0	$0	$0
RANDY BLUMENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MINKOFF	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN SPERLING	DIRECTOR	1.00	Director	$0	$0	$0
NAN YOUNGERMAN	DIRECTOR	1.00	Director	$0	$0	$0
BEN WEISMER	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE COHEN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA REIVITZ	DIRECTOR	1.00	Director	$0	$0	$0
AMY KRAUTHAMER-MALONEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN MORRISON	EXECUTIVE DIRECTOR EMERITU	1.00	Director	$0	$0	$0
RABBI LAURIE ZIMMERMAN	EX-OFFICIO	1.00	Director	$0	$0	$0
RABBI JON PROSNIT	EX-OFFICIO	1.00	Director	$0	$0	$0
RABBI YONA MATUSOF	EX-OFFICIO	1.00	Director	$0	$0	$0
RABBI BETSY FORESTER	EX-OFFICIO	1.00	Director	$0	$0	$0
FRANCES WEINSTEIN	HONORARY	1.00	Director	$0	$0	$0
HANNAH ROSENTHAL	HONORARY	1.00	Director	$0	$0	$0
JOE SHUMOW	PAST PRESIDENT	1.00	Director	$0	$0	$0
JOEL MINKOFF	OFFICER - AT LARGE	1.00	Officer Director	$0	$0	$0
DEBORAH MINKOFF	GENERAL SECRETARY	1.00	Officer Director	$0	$0	$0
JEREMY TUNIS	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANE SEDER	OFFICER - AT LARGE	1.00	Officer Director	$0	$0	$0
LAINIE MINKOFF	3RD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHY BLUMENFELD	PAST PRESIDENT	1.00	Director	$0	$0	$0
ALICIA SCHIFF	PAST PRESIDENT	1.00	Director	$0	$0	$0
WILLIAM HAUS	PAST PRESIDENT	1.00	Director	$0	$0	$0
THOMAS PALAY	PAST PRESIDENT	1.00	Director	$0	$0	$0
LESTER PINES	PAST PRESIDENT	1.00	Director	$0	$0	$0
MARC SHOVERS	PAST PRESIDENT	1.00	Director	$0	$0	$0
MARK LAUFMAN	PAST PRESIDENT	1.00	Director	$0	$0	$0
JAMES STEIN	PAST PRESIDENT	1.00	Director	$0	$0	$0
JAMES YOUNGERMAN	PAST PRESIDENT	1.00	Director	$0	$0	$0
SASHA KERLOW	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN IMIG	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
RITA GERMAN	DIRECTOR	1.00	Director	$0	$0	$0
STORMY-KITO JUSTICE	DIRECTOR	1.00	Director	$0	$0	$0
MARTA KARLOV	DIRECTOR	1.00	Director	$0	$0	$0
NANCY LEFF	DIRECTOR	1.00	Director	$0	$0	$0
GERALD STERNBERG	DIRECTOR	1.00	Director	$0	$0	$0
ZIVA WEAR	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE BLITZ	DIRECTOR	1.00	Director	$0	$0	$0
SARIT ESKRITT	DIRECTOR	1.00	Director	$0	$0	$0
JACOB HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
BARRY KLEMONS	DIRECTOR	1.00	Director	$0	$0	$0
BETH SCHREIBER	DIRECTOR	1.00	Director	$0	$0	$0
ALAN KLUGMAN	EXECUTIVE DIRECTOR	40.00	Key Emp	$135,000	$0	$135,000

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	$3,306,504	$3,167,304	$8,237,407	$139,200
2024	$3,224,071	$2,910,251	$7,915,686	$313,820
2023	$2,384,367	$2,706,686	$7,303,660	$-322,319
2022	$2,056,516	$2,463,053	$7,722,004	$-406,537
2021	$1,844,886	$1,980,912	$7,961,945	$-136,026
2020	$2,523,406	$2,484,948	$7,743,095	$38,458
2019	$2,509,358	$2,462,827	$7,596,826	$46,531

JEWISH FEDERATION OF MADISON INC