JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC (EIN 520983740) - 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

1973

Legal Domicile

Principal Officer

SHANE ROCK

Phone

3012554200

Tax Period

2023-07-01 to 2024-06-30

JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC, founded in 1973, is a community nonprofit in the Human Services sector that reported $5.5M in total revenue in fiscal year 2023.

Mission

TO HELP OLDER ADULTS IN THE GREATER WASHINGTON, D.C. REGION MAINTAIN INDEPENDENCE, DIGNITY, VITALITY, AND SELF-RESPECT AND TO HELP PEOPLE OF DIFFERENT GENERATIONS UNDERSTAND, LEARN FROM, AND CARE FOR ONE ANOTHER.

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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 $4,032,333

Program Service Revenue $1,463,943

Investment Income $57,320

Other Revenue $-77,854

TOTAL REVENUE $5,475,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,168,129

Fundraising Expenses $554,047

Program Expenses $4,605,136

Other Expenses $1,844,801

TOTAL EXPENSES $6,012,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,475,742	$5,085,997	+0.1%
Expenses	$6,012,930	$5,456,849	+0.1%
Net Income	$-537,188	$-370,852	+0.4%

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

148

Volunteers

428

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

$197,585

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKY SCHULTZ	PRESIDENT	4.00	Officer Director	$0	$0	$0
ROBYN STONE	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
PHYLLIS COBURN	SECRETARY	4.00	Officer Director	$0	$0	$0
DONALD SILVERSTEIN	TREASURER	4.00	Officer Director	$0	$0	$0
BARRY HARTZBERG	ASSISTANT TREASURER	4.00	Officer Director	$0	$0	$0
RONNA BORENSTEIN-LEVY	IMMEDIATE PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
ED COOPER	DIRECTOR	4.00	Director	$0	$0	$0
NANCY FIEDELMAN	DIRECTOR	4.00	Director	$0	$0	$0
KAARMIN FORD	DIRECTOR	4.00	Director	$0	$0	$0
LESLIE FRIED	DIRECTOR	4.00	Director	$0	$0	$0
JAY GOLDMAN	DIRECTOR	4.00	Director	$0	$0	$0
VIVIEN HSUEH	DIRECTOR	4.00	Director	$0	$0	$0
NANCY KAPLAN	DIRECTOR	4.00	Director	$0	$0	$0
DEBRA KORTH	DIRECTOR	4.00	Director	$0	$0	$0
DEBRA LIVERPOOL	DIRECTOR	4.00	Director	$0	$0	$0
YUDI RODRIGUEZ	DIRECTOR	4.00	Director	$0	$0	$0
LORI SIMON-RUSINOWITZ	DIRECTOR	4.00	Director	$0	$0	$0
VICKIE WITKIN	DIRECTOR	4.00	Director	$0	$0	$0
SHANE ROCK	CHIEF EXECUTIVE OFFICER	50.00	Officer	$180,612	$16,973	$197,585
HAL BORDY	SENIOR DIRECTOR OF DEVELOPMENT	50.00	Highest	$106,742	$1,227	$107,969
TIM LARKIN	SENIOR DIRECTOR OF FINANCE & ADMINISTRATION	50.00	Highest	$132,201	$5,271	$137,472
GERARD ETIENNE	SENIOR DIRECTOR OF PROGRAMS	50.00	Highest	$105,861	$11,723	$117,584

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	$5,475,742	$6,012,930	$7,916,852	$-537,188
2023	$5,085,997	$5,456,849	$7,793,438	$-370,852
2022	$5,396,051	$4,863,070	$7,970,886	$532,981
2021	$4,294,659	$4,679,602	$8,478,320	$-384,943
2020	$5,204,857	$5,547,919	$8,395,190	$-343,062
2019	$5,218,074	$5,737,856	$9,013,872	$-519,782
2018	$6,133,106	$5,759,198	$9,261,357	$373,908

JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC