JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX (EIN 453910992) - 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

RICHARD KASPER

Phone

4806991717

Tax Period

2024-01-01 to 2024-12-31

JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX, founded in 2011, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.1M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $8.6M left a modest 6% surplus.

Mission

TO STRENGTHEN AND SUSTAIN A VIBRANT, INCLUSIVE COMMUNITY THAT ENRICHES LIVES THROUGH JEWISH VALUES, INNOVATION AND STEWARDSHIP.

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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 $6,769,113

Program Service Revenue $1,887,615

Investment Income $63,681

Other Revenue $384,837

TOTAL REVENUE $9,105,246

Expense Breakdown

Grants Paid $1,453,065

Salaries & Benefits $1,771,914

Fundraising Expenses $947,872

Program Expenses $5,288,547

Other Expenses $5,331,893

TOTAL EXPENSES $8,556,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,105,246	$10,442,042	-0.1%
Expenses	$8,556,872	$7,923,855	+0.1%
Net Income	$548,374	$2,518,187	-0.8%

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

N/A

Volunteers

250

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

$874,600

Total Directors

$260,360

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD KASPER	CEO	20.00	Officer Director	$119,109	$22,142	$260,360
GAIL BAER	CHF DEVELOPM	20.00	Officer	$97,175	$19,608	$213,958
JULIE PERRY	VP, FIN & OP	20.00	Officer	$65,662	$16,512	$147,836
SHERYL QUEN	VP, COMMUNIT	20.00	Officer	$53,104	$22,942	$129,150
SHERYL PRESS	VP, MARKETIN	20.00	Officer	$54,335	$14,626	$123,296
DANIELLE GROSS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL HOFFER	DIRECTOR	1.00	Director	$0	$0	$0
LEAH MONDLICK	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	$9,105,246	$8,556,872	$35,860,250	$548,374
2023	$10,442,042	$7,923,855	$34,198,495	$2,518,187
2022	$7,029,517	$7,029,876	$32,346,633	$-359
2021	$6,708,831	$6,317,882	$31,119,150	$390,949
2020	$8,100,984	$6,820,654	$31,333,177	$1,280,330
2019	$6,675,743	$7,898,847	$30,314,971	$-1,223,104
2018	$6,552,901	$7,030,280	$31,880,906	$-477,379

JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX