COLUMBIA JEWISH FOUNDATION (EIN 571120534) - 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

2001

Legal Domicile

Principal Officer

KEVIN PATTEN

Phone

8032545601

Tax Period

2024-07-01 to 2025-06-30

COLUMBIA JEWISH FOUNDATION, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $78K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $122K exceeded revenue, resulting in a 56% operating deficit.

Mission

THE FOUNDATION IS A SUPPORTING ORGANIZATION WITH RESPECT TO CENTRAL CAROLINA COMMUNITY FOUNDATION AND THE COLUMBIA JEWISH FOUNDATION, INC. AND SUPPORTS CHARITABLE EDUCATIONAL AND RELIGIOUS PURPOSES OF THE SUPPORTED ORGANIZATIONS THAT CONSIST OF THE PROMOTION OF JEWISH CAUSES AND THE PRACTICE OF JUDAISM.

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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 $0

Program Service Revenue $0

Investment Income $78,286

Other Revenue $0

TOTAL REVENUE $78,286

Expense Breakdown

Grants Paid $101,045

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,045

Other Expenses $21,370

TOTAL EXPENSES $122,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,286	$62,341	+0.3%
Expenses	$122,415	$471,588	-0.7%
Net Income	$-44,129	$-409,247	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT FEINSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
MERIDITH GOLDSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES KAHN	TRUSTEE	1.00	Director	$0	$0	$0
DR DAVID KULBERSH	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID PALKOVITZ	TRUSTEE	1.00	Director	$0	$0	$0
GEORGIA MJARTAN	PRESIDENT/ C	1.00	Officer	$0	$0	$0
KEVIN PATTEN	CFO	1.00	Officer	$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	$78,286	$122,415	$2,243,092	$-44,129
2024	No data	No data	No data	No data
2023	$67,599	$292,567	$2,047,667	$-224,968
2022	$415,025	$150,226	$2,134,235	$264,799
2021	$170,067	$337,935	$2,696,078	$-167,868
2020	$120,938	$136,577	$2,364,988	$-15,639
2019	$135,696	$140,549	$2,431,108	$-4,853

COLUMBIA JEWISH FOUNDATION