THE SOUTHERN JEWISH HISTORICAL SOCIETY (EIN 570676709) - 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

1976

Legal Domicile

Principal Officer

David Meola

Phone

9316362209

Tax Period

2022-07-01 to 2023-06-30

THE SOUTHERN JEWISH HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $237K in total revenue in fiscal year 2022. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 74% operating margin.

Mission

The promotion of research into and the study of Jewish history in the South and the collection, preservation, exhibition, publication, and popularization of materials relating to the experience of Jews in the region.

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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 (2022)

Revenue Breakdown

Contributions & Grants $158,264

Program Service Revenue $3,912

Investment Income $74,453

Other Revenue $0

TOTAL REVENUE $236,629

Expense Breakdown

Grants Paid $7,405

Salaries & Benefits $0

Fundraising Expenses $3,926

Program Expenses $53,161

Other Expenses $54,281

TOTAL EXPENSES $61,686

Year-over-Year Comparison

	2022	2021	Change
Revenue	$236,629	$126,666	+0.9%
Expenses	$61,686	$55,277	+0.1%
Net Income	$174,943	$71,389	+1.5%

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

280

Independent Members

280

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shari Rabin	Director	1	Director	$0	$0	$0
Dr Joshua Furman	Director	1	Director	$0	$0	$0
Stephen Krause	Director	1	Director	$0	$0	$0
Dr Ellen Umansky	Director	1	Director	$0	$0	$0
Gemma Birnbaum	Director	1	Director	$0	$0	$0
Catherine Eskin	Director	1	Director	$0	$0	$0
Dr Stephen Whitfield	Director	1	Director	$0	$0	$0
Ashley Waters	Director	1	Director	$0	$0	$0
Rachel Barnett	Director	1	Director	$0	$0	$0
Jacob Morrow-Spitzer	Director	1	Director	$0	$0	$0
Dr Josh Parshall	President	5	Officer	$0	$0	$0
Dr Eric Goldstein	Vice President / President-Elect	2	Officer	$0	$0	$0
Jay Silverberg	Immediate Past President / Treasurer	5	Officer	$0	$0	$0
Anna Tucker	Secretary / Director	2	Officer	$0	$0	$0
Dr David A Meola	Consultant	8	Key Emp	$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
2023	$236,629	$61,686	$457,400	$174,943

THE SOUTHERN JEWISH HISTORICAL SOCIETY