UNITED JEWISH FEDERATION OF TIDEWATER (EIN 540535603) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

DANA JONES

Phone

7579656100

Tax Period

2024-07-01 to 2025-06-30

UNITED JEWISH FEDERATION OF TIDEWATER, founded in 1949, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.7M in total revenue in fiscal year 2017.

Mission

TO BENEFIT THE JEWISH PEOPLE BY SUPPORTING CONSTRUCTIVE WELFARE, PHILANTHROPIC, HUMANITARIAN, EDUCATIONAL, AND CULTURAL PROJECTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,134,444

Program Service Revenue $1,224,148

Investment Income $8,254

Other Revenue $256,844

TOTAL REVENUE $7,623,690

Expense Breakdown

Grants Paid $3,232,416

Salaries & Benefits $2,995,518

Fundraising Expenses $777,319

Program Expenses $7,255,751

Other Expenses $2,856,971

TOTAL EXPENSES $9,084,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,623,690	$12,832,795	-0.4%
Expenses	$9,084,905	$12,946,986	-0.3%
Net Income	$-1,461,215	$-114,191	+11.8%

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

145

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

$369,234

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LEON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON HOFFMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
ALVIN WALL	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN ALPER	BOARD MEMBER	1.00	Director	$0	$0	$0
DARCY BLOCH	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID BRAND	BOARD MEMBER	1.00	Director	$0	$0	$0
BONNIE BRAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC ABRAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALENE KAUFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BOBBY COPELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD COPELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA DUDLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHAEL FEIGENBAUM	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW FINK	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE CALLIOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN FRIEDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT FREIDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY LEVY	BOARD MEMBER	1.00	Director	$0	$0	$0
MONA FLAX	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHAN JAFFE	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN KALFUS	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA KASS	BOARD MEMBER	1.00	Director	$0	$0	$0
JODI KLEBANOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY KLEBANOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
EDDIE KRAMER	BOARD MEMBER	1.00	Director	$0	$0	$0
RON KRAMER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID KUSHNER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA GROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
MILES LEON	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET MERCADANTE	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW NUSBAUM	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA PARKS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA PORTER-LEON	BOARD MEMBER	1.00	Director	$0	$0	$0
HOWARD ROESEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DANNY RUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ART SANDLER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE SANDLER	BOARD MEMBER	1.00	Director	$0	$0	$0
HERM SHELANSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN SIMON	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA SPINDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
RON SPINDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE STEERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN STRELITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN ZUCKERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY ANN LEVIN	EXECUTIVE VICE PRESIDENT	40.00	Officer	$203,978	$30,712	$234,690
DANA JONES	CFO	40.00	Officer	$128,493	$6,051	$134,544
AMY ZELENKA	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$129,857	$5,062	$134,919
TERRI BUDMAN	EDITOR, JEWISH NEWS	40.00	Highest	$103,087	$5,312	$108,399

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	$7,623,690	$9,084,905	$7,687,809	$-1,461,215
2024	$12,832,795	$12,946,986	$8,362,597	$-114,191
2023	$6,190,142	$8,406,137	$8,346,554	$-2,215,995
2022	$6,191,064	$7,355,940	$10,411,603	$-1,164,876
2021	$8,665,477	$5,565,293	$11,572,026	$3,100,184
2020	$7,603,193	$8,002,974	$9,341,571	$-399,781
2019	$7,582,997	$7,850,643	$9,737,073	$-267,646
2018	$7,707,118	$7,924,005	$10,141,655	$-216,887

UNITED JEWISH FEDERATION OF TIDEWATER