JEWISH COMMUNITY FOUNDATION OF NM (EIN 464161463) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

ERIKA RIMSON

Phone

5053484472

Tax Period

2023-01-01 to 2023-12-31

JEWISH COMMUNITY FOUNDATION OF NM, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $916K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $798K left a modest 13% surplus.

Mission

TO BUILD AND PERPETUATE SUPPORT FOR A VIBRANT, CARING JEWISH COMMUNITY THROUGH PARTNERSHIPS WITH DONORS AND ORGANIZATIONS. THE FOUNDATION RECEIVES, ADMINISTERS AND DISPOSES OF FUNDS FOR CHARITABLE PURPOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $411,922

Program Service Revenue $44,132

Investment Income $460,729

Other Revenue $-1,090

TOTAL REVENUE $915,693

Expense Breakdown

Grants Paid $647,931

Salaries & Benefits $51,255

Fundraising Expenses $20,529

Program Expenses $713,150

Other Expenses $99,023

TOTAL EXPENSES $798,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$915,693	$1,591,364	-0.4%
Expenses	$798,209	$647,205	+0.2%
Net Income	$117,484	$944,159	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$47,520

Total Directors

$47,520

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIKA RIMSON	Executive Dir.	30.00	Officer Director	$47,520	$0	$47,520
HARVEY BUCHALTER	Director	1.00	Director	$0	$0	$0
LISA FRIEDMAN	Director	1.00	Director	$0	$0	$0
CHARLES BUXBAUM	Director	1.00	Director	$0	$0	$0
SARAH NEWMAN	SECRETARY/DIR	1.00	Director	$0	$0	$0
BOB DAVIS	TREASURER/DIR	2.00	Officer Director	$0	$0	$0
GRACE ALLISON	Director	1.00	Director	$0	$0	$0
JOANNA COLANGELO	Director	1.00	Director	$0	$0	$0
MICHAEL WALD	Director	1.00	Director	$0	$0	$0
KEN WARNER	Director	1.00	Director	$0	$0	$0
MARCI POWERS	Director	1.00	Director	$0	$0	$0
RON WINGER	Director	1.00	Director	$0	$0	$0
SARAH WINGER	Director	1.00	Director	$0	$0	$0
JANE WISHNER	Director	1.00	Director	$0	$0	$0
STEVEN ROGERS	Director	1.00	Director	$0	$0	$0
JUDITH ZABEL	SECRETARY/DIR	2.00	Officer Director	$0	$0	$0
JAY ROSENBLUM	CHAIR/DIRECTOR	2.00	Officer Director	$0	$0	$0
DAN NEWMAN	CHAIR/DIRECTOR	2.00	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	$915,693	$798,209	$9,421,909	$117,484
2022	$1,591,364	$647,205	$8,901,640	$944,159
2021	$1,227,176	$476,323	$9,633,327	$750,853
2020	$991,138	$518,715	$7,720,871	$472,423
2019	$1,136,075	$362,450	$6,361,374	$773,625
2018	$481,424	$402,825	$5,022,895	$78,599

JEWISH COMMUNITY FOUNDATION OF NM