RICHMOND JEWISH FOUNDATION (EIN 541623966) - 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

1992

Legal Domicile

Principal Officer

Daniel Brandeis

Phone

8045458628

Tax Period

2023-07-01 to 2024-06-30

RICHMOND JEWISH FOUNDATION, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.8M in total revenue in fiscal year 2018. The organization ran a surplus of $1.2M, a strong 31% operating margin.

Mission

The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care.

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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 $3,035,581

Program Service Revenue $0

Investment Income $1,470,347

Other Revenue $413,934

TOTAL REVENUE $4,919,862

Expense Breakdown

Grants Paid $2,878,715

Salaries & Benefits $448,206

Fundraising Expenses $287,645

Program Expenses $3,242,363

Other Expenses $478,226

TOTAL EXPENSES $3,805,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,919,862	$7,409,770	-0.3%
Expenses	$3,805,147	$3,394,580	+0.1%
Net Income	$1,114,715	$4,015,190	-0.7%

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

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

$237,471

Total Directors

$237,471

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey A Scharf	Immediate Chairman	1.00	Officer Director	$0	$0	$0
Ronald I Felmus	Treasurer	2.00	Officer Director	$0	$0	$0
Jeffrey M Lacker	Chairman	4.00	Officer Director	$0	$0	$0
Rosann Bocciarelli	Assistant Secretary	2.00	Officer Director	$0	$0	$0
Ann B Macheras	Director	1.00	Director	$0	$0	$0
Beryl W Ball	Director	1.00	Director	$0	$0	$0
John A Weinberg	Director	1.00	Director	$0	$0	$0
Scott W Belleman	Director	1.00	Director	$0	$0	$0
Katie M Roeper	Director	1.00	Director	$0	$0	$0
Josh L Goldberg	Director	1.00	Director	$0	$0	$0
Wolf Joffe	Director	1.00	Director	$0	$0	$0
Kevin A Fine	Director	1.00	Director	$0	$0	$0
Howard S Golfine	Director	1.00	Director	$0	$0	$0
Jessica Samet	Secretary	2.00	Officer Director	$0	$0	$0
Robert I Flax	Director	1.00	Director	$0	$0	$0
GD Rothenberg	Director	1.00	Director	$0	$0	$0
Richard Looney	Assistant Treasurer	2.00	Officer Director	$0	$0	$0
Eric M Shoenfeld	Director	1.00	Director	$0	$0	$0
Dan Brandeis	CEO	50.00	Officer Director	$231,415	$6,056	$237,471
Amy Nisenson	Director	1.00	Director	$0	$0	$0
Frances Goldman	Past Chairman	1.00	Officer Director	$0	$0	$0
Janet Dunn Gale	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
2025	No data	No data	No data	No data
2024	$4,919,862	$3,805,147	$55,785,750	$1,114,715
2024	$4,919,862	$3,805,147	$36,256,296	$1,114,715
2023	$7,409,770	$3,394,580	$47,507,428	$4,015,190
2022	$4,369,013	$5,660,336	$45,016,653	$-1,291,323
2021	$3,682,952	$3,127,572	$52,290,313	$555,380
2020	$3,390,851	$2,463,795	$41,457,184	$927,056
2019	$3,773,104	$2,613,804	$38,764,796	$1,159,300

RICHMOND JEWISH FOUNDATION