Jewish Family Services Supporting Foundation (EIN 541715275) - 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

1994

Legal Domicile

Principal Officer

Wendy Kreuter

Phone

8042825644

Tax Period

2022-07-01 to 2023-06-30

Jewish Family Services Supporting Foundation, founded in 1994, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2017. Revenue surged 1089% from the prior year, signaling strong growth momentum. The organization ran a surplus of $934K, a strong 85% operating margin.

Mission

The Foundation's purpose is to manage investments on behalf of Jewish Family Services, Inc. and support the purpose of Jewish Family Services, Inc.

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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 (2022)

Revenue Breakdown

Contributions & Grants $100,000

Program Service Revenue $0

Investment Income $262,801

Other Revenue $0

TOTAL REVENUE $362,801

Expense Breakdown

Grants Paid $194,053

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,053

Other Expenses $6,000

TOTAL EXPENSES $200,053

Year-over-Year Comparison

	2022	2021	Change
Revenue	$362,801	$866,284	-0.6%
Expenses	$200,053	$207,004	0.0%
Net Income	$162,748	$659,280	-0.8%

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

N/A

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

$341,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Birnbaum	Chairman	1.00	Officer Director	$0	$0	$0
Scott Belleman	Trustee	1.00	Director	$0	$0	$0
Mike Eisenman	Trustee	1.00	Director	$0	$0	$0
Neil Kessler	Trustee	1.00	Director	$0	$0	$0
Benita Felmus	Trustee	1.00	Director	$0	$0	$0
Jerry Samford	Trustee	1.00	Director	$0	$0	$0
Ludvig William Shirley	CFO	1.00	Officer	$0	$7,735	$108,078
Wendy Kreuter	CEO	1.00	Officer	$0	$16,665	$233,873

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	No data	No data	No data	No data
2023	$362,801	$200,053	$5,515,506	$162,748
2022	$866,284	$207,004	$5,614,811	$659,280
2021	$309,521	$178,803	$4,487,868	$130,718
2020	$180,652	$231,062	$3,925,422	$-50,410
2019	$189,588	$219,477	$4,030,818	$-29,889
2018	$1,105,067	$170,669	$4,028,907	$934,398

Jewish Family Services Supporting Foundation