JEWISH FOUNDATION OF GREATER NEW HAVEN INC (EIN 452403156) - 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

2011

Legal Domicile

Principal Officer

LISA A STANGER

Phone

2033872424

Tax Period

2024-01-01 to 2024-12-31

JEWISH FOUNDATION OF GREATER NEW HAVEN INC, founded in 2011, is a community nonprofit in the Religion sector that reported $9.2M in total revenue in fiscal year 2024. Revenue surged 287% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 45% operating margin.

Mission

THE JEWISH FOUNDATION OF GREATER NEW HAVEN, INC. PROMOTES PHILANTHROPY WITH A VARIETY OF DONORS AND COMMUNITY ORGANIZATIONS TO ACHIEVE CHARITABLE GOALS AND INCREASE CURRENT AND FUTURE SUPPORT FOR A VIBRANT AND SECURE JEWISH COMMUNITY. WE DO SO BY PROVIDING EXPERT ENDOWMENT MANAGEMENT SERVICES AND PHILANTHROPIC ADVICE AND EDUCATION TO DONORS, PROFESSIONAL ADVISORS, AND ORGANIZATIONS. THE JEWISH FOUNDATION IS A SUPPORTING ORGANIZATION OF THE JEWISH FEDERATION OF GREATER NEW HAVEN, PARTNERING WITH THE FEDERATION TO ENRICH JEWISH LIFE, SUPPORT ISRAEL, AND HELP ALL PEOPLE IN NEED.

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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 $8,172,016

Program Service Revenue $125,183

Investment Income $897,945

Other Revenue $0

TOTAL REVENUE $9,195,144

Expense Breakdown

Grants Paid $3,955,018

Salaries & Benefits $611,646

Fundraising Expenses $221,111

Program Expenses $4,079,199

Other Expenses $501,648

TOTAL EXPENSES $5,068,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,195,144	$2,373,190	+2.9%
Expenses	$5,068,312	$4,578,724	+0.1%
Net Income	$4,126,832	$-2,205,534	-2.9%

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

$168,141

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC GREEN	CHAIR	1.00	Officer Director	$0	$0	$0
SUZANNE FRISCH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ERIC HANDLIN	TREASURER	1.00	Officer Director	$0	$0	$0
BETSY HOOS	PAST CHAIR	1.00	Director	$0	$0	$0
JEFFREY HOOS	PAST CHAIR	1.00	Director	$0	$0	$0
STEPHEN SALTZMAN	PAST CHAIR	1.00	Director	$0	$0	$0
MARK SKLARZ	PAST CHAIR	1.00	Director	$0	$0	$0
STEVE FLEISCHMAN	PAST CHAIR	1.00	Director	$0	$0	$0
SCOTT HURWITZ	PAST CHAIR	1.00	Director	$0	$0	$0
NAN BIRDWHISTELL	DIRECTOR	1.00	Director	$0	$0	$0
MAX CASE	DIRECTOR	1.00	Director	$0	$0	$0
LINDA CAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY COHEN	DIRECTOR	1.00	Director	$0	$0	$0
JOSH ERLANGER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC GRUBMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HASS	DIRECTOR	1.00	Director	$0	$0	$0
NORMAN KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE KORAL	DIRECTOR	1.00	Director	$0	$0	$0
SARA NULAND	DIRECTOR	1.00	Director	$0	$0	$0
MARC OLINS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PRICE	DIRECTOR	1.00	Director	$0	$0	$0
RABBI BENJAMIN SCOLNIC	DIRECTOR	1.00	Director	$0	$0	$0
LEWIS SHAFFER	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SKLAR	DIRECTOR	1.00	Director	$0	$0	$0
LINDA RANDELL	DIRECTOR	1.00	Director	$0	$0	$0
NORM RAVSKI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TRACHTEN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE ZACKIN	DIRECTOR	1.00	Director	$0	$0	$0
LISA STANGER ESQ	EXECUTIVE DIRECTOR	40.00	Officer	$167,689	$452	$168,141

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	$9,195,144	$5,068,312	$81,981,884	$4,126,832
2023	$2,373,190	$4,578,724	$73,777,823	$-2,205,534
2022	$3,695,651	$4,101,882	$71,655,746	$-406,231
2021	$6,191,311	$3,396,591	$82,672,017	$2,794,720
2020	$5,712,434	$3,612,933	$69,331,771	$2,099,501
2019	$7,143,678	$3,110,588	$60,992,512	$4,033,090
2018	$3,395,030	$2,758,711	$50,105,834	$636,319

JEWISH FOUNDATION OF GREATER NEW HAVEN INC