JEWISH WELFARE FUND (EIN 421127998) - 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

1978

Legal Domicile

Principal Officer

ROBERT BECKER

Phone

3193621911

Tax Period

2024-01-01 to 2024-12-31

JEWISH WELFARE FUND, founded in 1978, is a micro nonprofit that reported $51K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 88% operating margin.

Mission

PROVIDING FUNDS TO NEEDY INDIVIDUALS AND FAMILIES

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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 $1,751

Program Service Revenue $0

Investment Income $48,776

Other Revenue $0

TOTAL REVENUE $50,527

Expense Breakdown

Grants Paid $261

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $261

Other Expenses $5,781

TOTAL EXPENSES $6,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,527	$40,006	+0.3%
Expenses	$6,042	$13,053	-0.5%
Net Income	$44,485	$26,953	+0.7%

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

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
ROBERT BECKER	PRESIDENT	15.00	Director	$0	$0	$0
SCOTT GASWAY	DIRECTOR	5.00	Director	$0	$0	$0
ANN LIPSKY	DIRECTOR	5.00	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	No data	No data	No data	No data
2024	$50,527	$6,042	$918,256	$44,485
2023	$40,006	$13,053	$873,771	$26,953
2022	$4,213	$33,155	$846,818	$-28,942
2021	$17,126	$6,338	$875,760	$10,788
2020	$14,826	$7,491	$865,971	$7,335
2019	$12,861	$1,815	$858,635	$11,046
2018	$9,808	$12,823	$847,589	$-3,015

JEWISH WELFARE FUND