JEWISH HERITAGE MOVEMENT INC C/O BEN PACKER GOTHAM ASSETS (EIN 460680611) - 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

2012

Legal Domicile

Principal Officer

BENJAMIN PACKER

Phone

8778295500

Tax Period

2023-01-01 to 2023-12-31

JEWISH HERITAGE MOVEMENT INC C/O BEN PACKER GOTHAM ASSETS, founded in 2012, is a small nonprofit in the Religion sector that reported $291K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

TO PROVIDE AN OUTREACH PROGRAM FOR YOUNG ADULTS THAT WILL SHARE WITH THEM THE RICHNESS OF THEIR JEWISH HERITAGE THROUGH DISSEMINATION OF INFORMATION, SOCIAL AND CULTURAL EVENTS, DISCUSSIONS AND SIMILAR PROJECTS; TO PROMOTE UNDERSTANDING AND INSPIRE THE EMBRACING OF THEIR HERITAGE.

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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 $290,717

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $290,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,000

Fundraising Expenses $9,600

Program Expenses $240,529

Other Expenses $246,785

TOTAL EXPENSES $294,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$290,717	$359,050	-0.2%
Expenses	$294,785	$324,861	-0.1%
Net Income	$-4,068	$34,189	-1.1%

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

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

$48,000

Total Directors

$48,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY MARKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
MARK SCHEINER	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN PACKER	DIRECTOR	50.00	Officer Director	$48,000	$0	$48,000

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	$290,717	$294,785	$123,193	$-4,068
2022	$359,050	$324,861	$127,261	$34,189
2021	$261,140	$266,358	$99,672	$-5,218
2019	$516,548	$399,301	$231,070	$117,247
2018	$314,634	$264,491	$113,823	$50,143

JEWISH HERITAGE MOVEMENT INC C/O BEN PACKER GOTHAM ASSETS