RALEIGH-CARY JEWISH FEDERATION INC (EIN 561553301) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

SETH MALIN

Phone

9196762200

Tax Period

2024-01-01 to 2024-12-31

RALEIGH-CARY JEWISH FEDERATION INC, founded in 1987, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.7M in total revenue in fiscal year 2024. Expenses of $2.6M left a modest 7% surplus.

Mission

THE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,013,045

Program Service Revenue $651,053

Investment Income $177,469

Other Revenue $-93,530

TOTAL REVENUE $2,748,037

Expense Breakdown

Grants Paid $26,649

Salaries & Benefits $1,256,131

Fundraising Expenses $547,835

Program Expenses $1,633,445

Other Expenses $1,285,011

TOTAL EXPENSES $2,567,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,748,037	$2,647,603	+0.0%
Expenses	$2,567,791	$2,822,066	-0.1%
Net Income	$180,246	$-174,463	-2.0%

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

500

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

$181,077

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP BRODSKY	CHIEF EXEC	40.00	Officer	$158,755	$22,322	$181,077
DIANE BELLAMY	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN BENDER	TRUSTEE	2.00	Director	$0	$0	$0
ROBYN BERGER	TRUSTEE	2.00	Director	$0	$0	$0
AMY BUSH	VP DEVELOPME	2.00	Officer Director	$0	$0	$0
SETH COHEN	TRUSTEE	2.00	Director	$0	$0	$0
JEREMY DECKELBAUM	TRUSTEE	2.00	Director	$0	$0	$0
MIKE DIXON	TRUSTEE	2.00	Director	$0	$0	$0
JAMIE ROSE ELIAHU	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER FISHMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JEREMY FREIFELD	TRUSTEE	2.00	Director	$0	$0	$0
DEBBIE GRANICK	TRUSTEE	2.00	Director	$0	$0	$0
STEVE HORVITZ	TRUSTEE	2.00	Director	$0	$0	$0
DOUG KAHN	AT LARGE	2.00	Officer Director	$0	$0	$0
ERIN KRAMER	TRUSTEE	2.00	Director	$0	$0	$0
MAT KRANTZ	VP STRATEGIC	2.00	Officer Director	$0	$0	$0
ERIC LAMB	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL LEWIS	TRUSTEE	2.00	Director	$0	$0	$0
CRAIG MEDDIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JASMINE MEDOFF	FIRST VICE P	2.00	Officer Director	$0	$0	$0
LINDA MILDWURF	TRUSTEE	2.00	Director	$0	$0	$0
ERIC MORSE	TRUSTEE	2.00	Director	$0	$0	$0
DEBORAH ROSENZWEIG	TRUSTEE	2.00	Director	$0	$0	$0
JOSH STUBBOLO	VP FINANCE	2.00	Officer Director	$0	$0	$0
ROBIN TALLEY	TRUSTEE	2.00	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	$2,748,037	$2,567,791	$7,854,233	$180,246
2023	$2,530,914	$2,705,377	$7,530,180	$-174,463
2022	$2,192,922	$2,373,099	$7,814,823	$-180,177
2021	$2,211,093	$2,324,185	$8,136,059	$-113,092
2020	$1,862,381	$2,093,427	$9,436,056	$-231,046
2019	$2,271,788	$1,973,632	$9,635,278	$298,156
2018	$1,716,449	$1,823,855	$7,162,421	$-107,406

RALEIGH-CARY JEWISH FEDERATION INC