HAROLD AND MICKEY SMITH JEWISH ACA… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

KAREN HOPPE

Phone

9523813500

Tax Period

2024-07-01 to 2025-06-30

HAROLD AND MICKEY SMITH JEWISH ACADEMY, founded in 1985, is a mid-sized nonprofit that reported $15.6M in total revenue in fiscal year 2024. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.0M, a strong 51% operating margin.

Mission

SJA IS A JEWISH COMMUNITY DAY SCHOOL THAT CREATES LIFELONG LEARNERS WHERE EACH PERSON'S UNIQUE CONTRIBUTIONS ARE HONORED. WE ARE COMMITTED TO JEWISH VALUES, ACADEMIC EXCELLENCE, AND RESPECT FOR OTHERS.SJA BUILDS A VIBRANT JEWISH COMMUNITY (CONTINUED ON SCHEDULE O)(CONTINUED FROM PART III, LINE 1) DEDICATED TO EXPERIENTIAL LEARNING, MEANINGFUL CONNECTIONS, AND CRITICAL THINKING. WE EMPOWER INDIVIDUALS TO EMBRACE THEIR HERITAGE AND LEAD WITH PURPOSE.

Program Service Accomplishments

Program 1

Expenses: $5,987,024 Revenue: $4,365,713

SJA, A K8 INDEPENDENT SCHOOL, DELIVERS ACADEMIC EXCELLENCE THROUGH AN INTEGRATED CURRICULUM GROUNDED IN JEWISH VALUES. THE SCHOOL NURTURES STUDENTS TO BECOME LIFELONG LEARNERS, CRITICAL THINKERS...

SJA, A K8 INDEPENDENT SCHOOL, DELIVERS ACADEMIC EXCELLENCE THROUGH AN INTEGRATED CURRICULUM GROUNDED IN JEWISH VALUES. THE SCHOOL NURTURES STUDENTS TO BECOME LIFELONG LEARNERS, CRITICAL THINKERS, LEADERS, AND MENSCHES (INDIVIDUALS OF INTEGRITY AND GOOD CHARACTER). STUDENTS STRENGTHEN ACADEMIC SKILLS WHILE DEVELOPING JEWISH IDENTITY, ETHICAL DECISION-MAKING ABILITIES, AND GLOBAL COMPETENCY TO SUPPORT FUTURE SUCCESS.

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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 $10,754,239

Program Service Revenue $4,365,713

Investment Income $371,958

Other Revenue $76,676

TOTAL REVENUE $15,568,586

Expense Breakdown

Grants Paid $1,521,469

Salaries & Benefits $3,920,644

Fundraising Expenses $968,163

Program Expenses $5,987,024

Other Expenses $2,165,597

TOTAL EXPENSES $7,607,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,568,586	$6,311,583	+1.5%
Expenses	$7,607,710	$6,866,087	+0.1%
Net Income	$7,960,876	$-554,504	-15.4%

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

$221,108

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNNE REDLEAF	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN SCHEIN	DIRECTOR	1.00	Director	$0	$0	$0
ERIN WERDE	DIRECTOR	1.00	Director	$0	$0	$0
ESTHER GOLDBERG-DAVIS	PRESIDENT	8.00	Officer Director	$0	$0	$0
DANIEL CHIAT	DIRECTOR	1.00	Director	$0	$0	$0
GABE SEGAL	TREASURER	4.00	Officer Director	$0	$0	$0
JANE KIRSHBAUM	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA GEPNER	DIRECTOR	1.00	Director	$0	$0	$0
ALAN CLINARD	DIRECTOR	1.00	Director	$0	$0	$0
SYBIL DUNLOP	SECRETARY	1.00	Officer Director	$0	$0	$0
ALEX FISHER	DIRECTOR	1.00	Director	$0	$0	$0
TAMAR MARMOR	DIRECTOR	1.00	Director	$0	$0	$0
NEIL MOSE-ZIRKES	DIRECTOR	1.00	Director	$0	$0	$0
JODY RAPPAPORT	VP-ADVANCEMENT	2.00	Officer Director	$0	$0	$0
MICHELE KAPLAN-CLINARD	DIRECTOR	1.00	Director	$0	$0	$0
DAN AHLSTROM	HEAD OF SCHOOL	40.00	Officer	$211,940	$9,168	$221,108
JACKIE D SMITH	GENERAL STUDIES DIR	40.00	Highest	$104,926	$116	$105,042
KIEL MAJEWSKI	DEVELOPMENT DIR	40.00	Highest	$111,385	$116	$111,501
DAVID ACKERMAN	JEWISH LIFE & HEBREW DIR	40.00	Highest	$126,887	$116	$127,003

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	$15,568,586	$7,607,710	$20,054,492	$7,960,876
2024	No data	No data	No data	No data
2023	$5,690,282	$6,519,324	$11,923,411	$-829,042
2022	$6,457,513	$6,529,932	$12,637,371	$-72,419
2021	$7,567,798	$6,270,424	$13,519,526	$1,297,374
2020	$7,577,751	$6,313,130	$11,847,044	$1,264,621
2019	$5,946,334	$6,965,641	$11,048,858	$-1,019,307
2018	$12,400,677	$6,639,892	$12,083,284	$5,760,785

HAROLD AND MICKEY SMITH JEWISH ACADEMY