ORANGE COUNTY JEWISH COMMUNITY SCHOLAR PROGRAM (EIN 460478494) - 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

2002

Legal Domicile

Principal Officer

ARIE KATZ

Phone

9496824040

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY JEWISH COMMUNITY SCHOLAR PROGRAM, founded in 2002, is a small nonprofit in the Education sector that reported $289K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $256K left a modest 12% surplus.

Mission

THE MISSION IS TO PROMOTE JEWISH SCHOLARSHIP AND EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $285,800

Program Service Revenue $2,663

Investment Income $392

Other Revenue $0

TOTAL REVENUE $288,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,872

Other Expenses $255,591

TOTAL EXPENSES $255,591

Year-over-Year Comparison

	2023	2022	Change
Revenue	$288,855	$315,141	-0.1%
Expenses	$255,591	$284,197	-0.1%
Net Income	$33,264	$30,944	+0.1%

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

N/A

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
WENDY ARENSON	DIRECTOR	1.00	Officer Director	$0	$0	$0
RABBI STEPHEN EINSTEIN	Director	1.00	Director	$0	$0	$0
MARION BROCKETT	Director	1.00	Director	$0	$0	$0
WENDY LUPUL	Director	1.00	Director	$0	$0	$0
ROSELLA BERNSTEIN	Director	1.00	Director	$0	$0	$0
ADA KLESS GILBERT	Director	1.00	Director	$0	$0	$0
DAVIDA GREGORY	Director	1.00	Director	$0	$0	$0
FRAN SOLMOR GUSTIN	Secretary	1.00	Officer Director	$0	$0	$0
BEVERLY JACOBS	Director	1.00	Director	$0	$0	$0
ARIE KATZ	FOUNDER/CEO	3.00	Officer Director	$0	$0	$0
SHELLY MALMON	Director	1.00	Director	$0	$0	$0
MARTIN BROWER	President	1.00	Officer Director	$0	$0	$0
NORMAN ROSEN	Director	1.00	Director	$0	$0	$0
LANCE ARENSON	CFO	1.00	Director	$0	$0	$0
NEIL IZENBERG	Director	1.00	Officer 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
2023	$288,855	$255,591	$319,376	$33,264
2022	$315,141	$284,197	$286,737	$30,944
2021	$315,096	$242,767	$254,245	$72,329
2020	$260,722	$235,768	$186,716	$24,954
2019	$253,182	$193,474	$160,147	$59,708
2018	$214,261	$214,722	$93,161	$-461

ORANGE COUNTY JEWISH COMMUNITY SCHOLAR PROGRAM