TIDEWATER JEWISH FOUNDATION INC (EIN 541653165) - 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

NAOMI LIMOR SEDEK

Phone

7579656111

Tax Period

2024-07-01 to 2025-06-30

TIDEWATER JEWISH FOUNDATION INC, founded in 1992, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.7M in total revenue in fiscal year 2017. Revenue surged 180% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.5M, a strong 56% operating margin.

Mission

GRANTS AND COMMUNITY PROGRAMS ON BEHALF OF THE JEWISH COMMUNITY AND THE FOUNDATION'S AGENCY FUNDS.

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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 $11,828,201

Program Service Revenue $697,777

Investment Income $5,529,719

Other Revenue $-72,528

TOTAL REVENUE $17,983,169

Expense Breakdown

Grants Paid $11,956,350

Salaries & Benefits $855,488

Fundraising Expenses $402,985

Program Expenses $12,352,008

Other Expenses $1,351,482

TOTAL EXPENSES $14,163,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,983,169	$15,129,795	+0.2%
Expenses	$14,163,320	$12,906,034	+0.1%
Net Income	$3,819,849	$2,223,761	+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

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

$408,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE KOCEN	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA MUNLENDORF	DIRECTOR	1.00	Director	$0	$0	$0
RAIZY COOK	DIRECTOR	1.00	Director	$0	$0	$0
JOEL NIED	DIRECTOR	1.00	Director	$0	$0	$0
ROGER SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
JASON HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KAMER	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD KAROTKIN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SAUNDERS	GRANTS CHAIR	1.00	Officer Director	$0	$0	$0
ALICIA FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
ARON SLONE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN STRELITZ	DIRECTOR	1.00	Director	$0	$0	$0
NEIL ROSE	CHAIR PROFESSIONAL ADVISOR	1.00	Officer Director	$0	$0	$0
JAY KLEBANOFF	DIRECTOR	1.00	Director	$0	$0	$0
JAY KOSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
KIM FINK	DEVELOPMENT CHAIR	1.00	Officer Director	$0	$0	$0
BYRON HARRELL	INVESTMENT CHAIR	1.00	Officer Director	$0	$0	$0
TODD COPELAND	TREASURER	3.00	Officer Director	$0	$0	$0
CHARLES NUSBAUM	DIRECTOR	1.00	Director	$0	$0	$0
PAUL PECK	AUDIT & FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
EDWARD KRAMER	CHAIR	1.00	Officer Director	$0	$0	$0
SANDRA PORTER LEON	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL BARNEY	GIFT ACCEPTANCE CHAIR	2.00	Officer Director	$0	$0	$0
MONA FLAX	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LEON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA GROSS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT COPELAND	LIFE TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE STEINGOLD	LIFE TRUSTEE	1.00	Director	$0	$0	$0
ALVIN WALL	LIFE TRUSTEE	1.00	Director	$0	$0	$0
JODY WAGNER	LIFE TRUSTEE	1.00	Director	$0	$0	$0
NAOMI SEDEK	CEO	44.00	Officer	$204,311	$5,623	$209,934
JAMES R PARRISH	CFO	44.00	Officer	$188,019	$10,729	$198,748

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	$17,983,169	$14,163,320	$79,735,160	$3,819,849
2024	No data	No data	No data	No data
2023	$11,476,881	$12,364,648	$62,108,819	$-887,767
2022	$14,762,904	$9,476,970	$59,073,623	$5,285,934
2021	$13,066,435	$8,195,905	$60,935,005	$4,870,530
2020	$8,475,302	$8,961,532	$49,573,361	$-486,230
2019	$8,159,402	$7,193,400	$51,224,761	$966,002
2018	$20,667,574	$9,128,230	$49,861,940	$11,539,344

TIDEWATER JEWISH FOUNDATION INC