JEWISH FEDERATION OF SIOUX CITY (EIN 420698205) - 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

1949

Legal Domicile

Principal Officer

MARILYN COHEN

Phone

7122580618

Tax Period

2024-09-01 to 2025-08-31

JEWISH FEDERATION OF SIOUX CITY, founded in 1949, is a small nonprofit that reported $453K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $403K left a modest 11% surplus.

Mission

TO PROMOTE SOCIAL WELFARE IN THE SIOUXLAND AREA.

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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 $361,070

Program Service Revenue $0

Investment Income $92,135

Other Revenue $0

TOTAL REVENUE $453,205

Expense Breakdown

Grants Paid $253,000

Salaries & Benefits $57,320

Fundraising Expenses $0

Program Expenses $255,258

Other Expenses $92,544

TOTAL EXPENSES $402,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$453,205	$568,995	-0.2%
Expenses	$402,864	$455,868	-0.1%
Net Income	$50,341	$113,127	-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

N/A

Volunteers

N/A

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
KERMIT DAHLEN	PRESIDENT	0.50	Officer Director	$0	$0	$0
WILFRIDO SUAREZ-MESA	BOARD MEMBER	0.50	Director	$0	$0	$0
MARILYN COHEN	TREASURER	0.50	Officer Director	$0	$0	$0
ANNI MOORE	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL POTASH	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
RANDY BERGEN	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG GILES	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	$453,205	$402,864	$3,783,491	$50,341
2024	$568,995	$455,868	$3,524,100	$113,127
2023	$350,220	$310,772	$3,072,466	$39,448
2022	$270,204	$253,681	$2,879,755	$16,523
2021	$323,019	$245,905	$3,274,642	$77,114
2020	$196,287	$130,586	$2,488,506	$65,701

JEWISH FEDERATION OF SIOUX CITY