JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX (EIN 470874376) - 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

RICHARD KASPER

Phone

4806991717

Tax Period

2024-01-01 to 2024-12-31

JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX, founded in 2002, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.9M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $4.1M, a strong 29% operating margin.

Mission

PHILANTHROPIC ASSET MANAGEMENT AND GRANTMAKING TO BOTH JEWISH AND SECULAR CHARITABLE ORGANIZATIONS.

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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 $9,851,597

Program Service Revenue $686,121

Investment Income $3,308,162

Other Revenue $10,029

TOTAL REVENUE $13,855,909

Expense Breakdown

Grants Paid $8,245,307

Salaries & Benefits $711,677

Fundraising Expenses $219,365

Program Expenses $8,675,175

Other Expenses $820,891

TOTAL EXPENSES $9,777,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,855,909	$16,293,555	-0.1%
Expenses	$9,777,875	$11,017,512	-0.1%
Net Income	$4,078,034	$5,276,043	-0.2%

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

$874,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD KASPER	CEO	20.00	Officer	$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
FRANCINE COLES	DIRECTOR	1.00	Director	$0	$0	$0
ALAN GOLD	DIRECTOR	1.00	Director	$0	$0	$0
NEIL GOLDSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ROOS	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	$13,855,909	$9,777,875	$92,764,077	$4,078,034
2023	$16,293,555	$11,017,512	$86,455,332	$5,276,043
2022	$7,929,350	$7,038,947	$71,515,746	$890,403
2021	$14,514,261	$7,546,584	$76,675,258	$6,967,677
2020	$6,687,170	$7,414,472	$65,836,724	$-727,302
2019	$9,207,368	$6,645,628	$61,457,726	$2,561,740
2018	$11,117,556	$7,168,008	$52,238,162	$3,949,548

JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX