THE ROANOKE JEWISH FEDERATION INC (EIN 541082297) - 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

Legal Domicile

Principal Officer

DENNIS WEISERBS

Phone

5409828400

Tax Period

2023-01-01 to 2023-12-31

THE ROANOKE JEWISH FEDERATION is a community nonprofit in the Religion sector that reported $1.3M in total revenue in fiscal year 2017. Revenue surged 1006% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 90% operating margin.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE ROANOKE JEWISH FEDERATION IS TO FURTHER THE WELFARE OF THE GREATER ROANOKE JEWISH COMMUNITY, TO FURTHER THE PHILANTHROPIC, SOCIAL, CULTURAL, EDUCATIONAL AND RELIGIOUS NEEDS OF JEWISH AND NON-JEWISH ORGANIZATIONS, TO SOLICIT, COLLECT AND OTHERWISE RAISE FUNDS FOR PHILATHROPIC, SOCIAL, CULTURAL, EDUCATIONAL, AND RELIGIOUS PURPOSES, TO DISTRIBUTE THE FUNDS RAISED TO OTHER ORGANIZATIONS, TO FOSTER THE COOPERATION OF LOCAL JEWISH ORGANIZATIONS, AND TO PROVIDE LEADERSHIP IN SUPPORT OF AND IN RESPONSE TO ISSUES OF JEWISH CONCERN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $212,230

Program Service Revenue $0

Investment Income $100,942

Other Revenue $0

TOTAL REVENUE $313,172

Expense Breakdown

Grants Paid $108,300

Salaries & Benefits $0

Fundraising Expenses $1,919

Program Expenses $206,536

Other Expenses $107,350

TOTAL EXPENSES $215,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$313,172	$251,219	+0.2%
Expenses	$215,650	$365,916	-0.4%
Net Income	$97,522	$-114,697	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI STRAUS	Chairman	1.00	Director	$0	$0	$0
ALAN GUYES	Treasurer	4.00	Officer Director	$0	$0	$0
LARRY DAVIDSON	Chairman	1.00	Director	$0	$0	$0
STEVE STRAUS	Director	1.00	Director	$0	$0	$0
DENNIS WEISERBS	President	4.00	Officer Director	$0	$0	$0
DENNIS BRUMBERG	Chairman	1.00	Director	$0	$0	$0
JON POLK	Chairman	1.00	Director	$0	$0	$0
BINA RASKIN	Director	1.00	Director	$0	$0	$0
SCOTT WINTER	Director	1.00	Director	$0	$0	$0
RICHARD KURSHAN	Vice President	4.00	Officer Director	$0	$0	$0
RABBI KATHY COHEN	Director	1.00	Director	$0	$0	$0
RABBI JAMA PURSER	Director	1.00	Director	$0	$0	$0
SARA BETH KATZ	Director	1.00	Director	$0	$0	$0
AVI GREENBERG	IMM PAST PRES	1.00	Officer Director	$0	$0	$0
COURT ROSEN	Director	1.00	Director	$0	$0	$0
DEBORAH SMITH	Director	1.00	Director	$0	$0	$0
JOHN LICHTENSTEIN	Director	1.00	Director	$0	$0	$0
STUART KATZ	Director	1.00	Director	$0	$0	$0
HARRY SCHWARZ	Chairman	1.00	Director	$0	$0	$0
SHIRLEY MCNEIL	Director	1.00	Director	$0	$0	$0
MARCI BRUMBERG	Director	1.00	Director	$0	$0	$0
WENDY GALLO	Director	1.00	Director	$0	$0	$0
JAYMES INMAN	Director	1.00	Director	$0	$0	$0
CHEN GREENBERG	Director	1.00	Director	$0	$0	$0
LAUREN FOSTER	Secretary	1.00	Officer Director	$0	$0	$0
HOWARD SHERMAN	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	No data	No data	No data	No data
2023	$313,172	$215,650	$2,245,909	$97,522
2022	$251,219	$365,916	$1,982,273	$-114,697
2021	$450,914	$146,360	$2,523,569	$304,554
2020	$147,568	$190,123	$2,236,172	$-42,555
2019	$342,106	$329,958	$2,173,417	$12,148
2018	$327,746	$116,809	$1,860,637	$210,937
2017	$1,254,492	$124,168	$1,741,820	$1,130,324

THE ROANOKE JEWISH FEDERATION INC