ASSOCIATION OF JEWISH AGING SERVICES (EIN 521967481) - 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

1960

Legal Domicile

Principal Officer

RUTH KATZ

Phone

2025437500

Tax Period

2023-10-01 to 2024-09-30

ASSOCIATION OF JEWISH AGING SERVICES, founded in 1960, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.5M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO SERVE THE NOT-FOR-PROFIT JEWISH HOMES AND HOUSING FACILITIES FOR THE AGING AND PROMOTE THE RECOGNITION OF THE ROLE AND UNIQUE MISSION OF THESE FACILITIES.

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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 $619,887

Program Service Revenue $638,420

Investment Income $17,575

Other Revenue $0

TOTAL REVENUE $1,275,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $716,889

Fundraising Expenses $160,774

Program Expenses $1,084,487

Other Expenses $762,892

TOTAL EXPENSES $1,479,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,275,882	$1,141,700	+0.1%
Expenses	$1,479,781	$1,146,171	+0.3%
Net Income	$-203,899	$-4,471	+44.6%

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

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

$388,643

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW BANOFF	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
BARBARA KLICK	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY MEADOWS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CAROL SILVER ELLIOT	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL REINGOLD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID ABRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
EVAN LUBLINE	TREASURER	1.00	Officer Director	$0	$0	$0
GUSTAVE KEACH-LONGO	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD COLTON-MAX	DIRECTOR	1.00	Director	$0	$0	$0
IRA SHULMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAY SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
JEFF COHEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY FARBER	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
JEFFREY FREIMARK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JONATHAN REINER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN FLAM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LAWRENCE MACK	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS J WOOLF	DIRECTOR	1.00	Director	$0	$0	$0
MARC PENNER	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANNE FOLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARY ELLEN BLOODGOOD	VICE CHAIR	4.00	Officer Director	$0	$0	$0
MAURI MIZRAHI	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA ORTH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KING	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL ROSENBLUT	SECRETARY	1.00	Officer Director	$0	$0	$0
PAM FERRIS	CHAIR	1.00	Officer Director	$0	$0	$0
RANDY KAMMER	DIRECTOR	1.00	Director	$0	$0	$0
STUART ALMER	DIRECTOR	1.00	Director	$0	$0	$0
DONALD J SHULMAN	PRESIDENT/CEO THROUGH APRIL 2024	40.00	Officer	$340,004	$48,639	$388,643
RUTH KATZ	PRESIDENT/CEO EFF. MARCH 2024	40.00	Officer	$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	$1,275,882	$1,479,781	$841,514	$-203,899
2023	$1,141,700	$1,146,171	$945,380	$-4,471
2022	$1,115,008	$1,155,040	$895,188	$-40,032
2021	$953,521	$740,904	$1,044,252	$212,617
2020	$1,075,149	$753,737	$882,110	$321,412
2019	$961,304	$939,719	$622,319	$21,585
2018	$859,932	$877,621	$561,016	$-17,689

ASSOCIATION OF JEWISH AGING SERVICES