JEWISH FEDERATION OF OMAHA INC (EIN 470384659) - 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

1935

Legal Domicile

Principal Officer

ROBERT GOLDBERG

Phone

4023348200

Tax Period

2024-07-01 to 2025-06-30

JEWISH FEDERATION OF OMAHA INC, founded in 1935, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $50.1M in total revenue in fiscal year 2024. Expenses of $43.1M left a modest 14% surplus.

Mission

TO BUILD AND SUSTAIN A STRONG AND VIBRANT OMAHA JEWISH COMMUNITY AND TO SUPPORT JEWS IN ISRAEL AND AROUND THE WORLD.

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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 $21,462,060

Program Service Revenue $27,598,459

Investment Income $452,130

Other Revenue $538,207

TOTAL REVENUE $50,050,856

Expense Breakdown

Grants Paid $2,710,376

Salaries & Benefits $21,414,745

Fundraising Expenses $1,044,526

Program Expenses $40,621,744

Other Expenses $18,961,392

TOTAL EXPENSES $43,086,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,050,856	$49,483,522	+0.0%
Expenses	$43,086,513	$42,751,231	+0.0%
Net Income	$6,964,343	$6,732,291	+0.0%

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

778

Volunteers

866

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

$588,348

Total Directors

Key Employees

$234,902

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY SCHLESSINGER	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
MARGIE GUTNIK	SECRETARY	10.00	Officer Director	$0	$0	$0
MICHAEL MILLER	TREASURER	10.00	Officer Director	$0	$0	$0
BETSY BAKER	DIRECTOR	3.00	Director	$0	$0	$0
TOBA COHEN-DUNNING	DIRECTOR	3.00	Director	$0	$0	$0
SHANE COHN	DIRECTOR	3.00	Director	$0	$0	$0
RON FELDMAN	DIRECTOR	3.00	Director	$0	$0	$0
DAVID FINKELSTEIN	DIRECTOR	3.00	Director	$0	$0	$0
JOE FISCHER	DIRECTOR	3.00	Director	$0	$0	$0
JILL IDELMAN	DIRECTOR	3.00	Director	$0	$0	$0
GLORIA KASLOW	DIRECTOR	3.00	Director	$0	$0	$0
SHARON KIRSHENBAUM	DIRECTOR	3.00	Director	$0	$0	$0
LISA LUCOFF	DIRECTOR	3.00	Director	$0	$0	$0
BRUCE MEYERS	DIRECTOR	3.00	Director	$0	$0	$0
STACEY ERMAN ROCKMAN	DIRECTOR	3.00	Director	$0	$0	$0
SETH SCHUCHMAN	DIRECTOR	3.00	Director	$0	$0	$0
YOSEF SEIGEL	DIRECTOR	3.00	Director	$0	$0	$0
NORM SHELDON	DIRECTOR	3.00	Director	$0	$0	$0
JUSTIN SPOONER	DIRECTOR	3.00	Director	$0	$0	$0
JEFF ZACHARIA	DIRECTOR	3.00	Director	$0	$0	$0
MIKE ABRAMSON	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD GOEDEKEN	SENIOR DIRECTOR OF FINANCE	40.00	Officer	$144,423	$7,216	$151,639
ROBERT GOLDBERG	CEO	40.00	Officer	$217,808	$10,760	$228,568
PHILLIP MALCOM	COO	40.00	Officer	$198,128	$10,013	$208,141
MIKE SIEGEL	IMMEDIATE PAST CHAIRPERSON	3.00	Officer	$0	$0	$0
MARK MARTIN	JCC EXECUTIVE DIRECTOR	40.00	Key Emp	$211,558	$23,344	$234,902
CHRIS ULVEN	RBJH DIRECTOR	40.00	Highest	$190,244	$9,670	$199,914
NATALIE OSBORNE	REGISTERED NURSE	40.00	Highest	$104,499	$12,630	$117,129
JENNIFER TOMPKINS - EXEC DIR	OF PHILANTHROPY & ENGAGEMENT	40.00	Highest	$124,727	$17,577	$142,304
RUSSELL MCKAY	IT MANAGER	40.00	Highest	$113,879	$17,225	$131,104
LISA NASSIM	REGISTERED NURSE	40.00	Highest	$119,115	$5,954	$125,069

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
2025	$50,050,856	$43,086,513	$69,328,929	$6,964,343
2024	No data	No data	No data	No data
2023	$36,572,729	$37,639,201	$57,418,524	$-1,066,472
2022	$36,207,481	$36,240,332	$59,162,007	$-32,851
2021	$34,961,555	$30,487,921	$64,400,799	$4,473,634
2020	$39,560,353	$29,593,158	$53,867,184	$9,967,195
2019	$35,572,891	$29,328,576	$40,024,509	$6,244,315
2018	$33,398,340	$27,396,779	$35,019,843	$6,001,561

JEWISH FEDERATION OF OMAHA INC