JEWISH FAMILY SERVICES OF WNC INC (EIN 452497063) - 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

Principal Officer

MICHAEL BARNETT

Phone

8282532900

Tax Period

2024-01-01 to 2024-12-31

JEWISH FAMILY SERVICES OF WNC INC, founded in 2011, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $985K left a modest 9% surplus.

Mission

JEWISH FAMILY SERVICES OF WNC (JFS) ENRICHES THE LIVES OF OUR CLIENTS BY PROVIDING A BROAD ARRAY OF CLINICAL AND SOCIAL SUPPORT SERVICES TO ADULTS OF ALL FAITHS, WITH SPECIAL EMPHASIS ON THE NEEDS OF OLDER ADULTS.

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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 $782,615

Program Service Revenue $298,288

Investment Income $59

Other Revenue $345

TOTAL REVENUE $1,081,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $519,151

Fundraising Expenses $33,270

Program Expenses $844,534

Other Expenses $465,432

TOTAL EXPENSES $984,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,081,307	$734,710	+0.5%
Expenses	$984,583	$788,660	+0.2%
Net Income	$96,724	$-53,950	-2.8%

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

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

$107,873

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BARNETT	EXECUTIVE DI	40.00	Officer	$107,873	$0	$107,873
RAE BOOTH	DIRECTOR	1.00	Director	$0	$0	$0
BELINDA BRANDON	PRESIDENT	1.00	Director	$0	$0	$0
ALI CLIMO	DIRECTOR	1.00	Director	$0	$0	$0
STACY FELDMAN	TREASURER	1.00	Director	$0	$0	$0
RONI FREEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEVORAH HOLAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LEADER	SECRETARY	1.00	Director	$0	$0	$0
JANET OPPENHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WEINBERG	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2024	$1,081,307	$984,583	$883,475	$96,724
2023	$734,710	$788,660	$350,957	$-53,950
2022	$530,566	$532,962	$247,283	$-2,396
2022	$312,681	$327,768	$224,118	$-15,087
2021	$441,956	$379,345	$347,086	$62,611
2020	$402,105	$359,507	$193,200	$42,598
2019	$283,174	$310,835	$113,608	$-27,661
2018	$248,556	$266,740	$113,090	$-18,184

JEWISH FAMILY SERVICES OF WNC INC