JEWISH FEDERATION OF PALM BEACH COUNTY INC (EIN 590948696) - 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

1962

Legal Domicile

Phone

5614780700

Tax Period

2024-07-01 to 2025-06-30

JEWISH FEDERATION OF PALM BEACH COUNTY INC, founded in 1962, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $54.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $11.0M, a strong 20% operating margin.

Mission

TO STRENGTHEN JEWISH IDENTITY, ENERGIZE THE RELATIONSHIP WITH ISRAEL AND MEETING HUMAN NEEDS THAT ARE UNIQUELY THE OBLIGATION OF THE JEWISH COMMUNITY.

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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 $42,239,508

Program Service Revenue $7,328,538

Investment Income $3,709,969

Other Revenue $1,400,935

TOTAL REVENUE $54,678,950

Expense Breakdown

Grants Paid $22,299,120

Salaries & Benefits $11,428,304

Fundraising Expenses $5,764,405

Program Expenses $34,728,219

Other Expenses $9,922,852

TOTAL EXPENSES $43,650,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,678,950	$49,388,168	+0.1%
Expenses	$43,650,276	$43,842,706	0.0%
Net Income	$11,028,674	$5,545,462	+1.0%

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

142

Volunteers

2000

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

$782,721

Total Directors

Key Employees

$804,841

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY S BERG	BOARD CHAIR	10.0	Officer Director	$0	$0	$0
BERYL D SIMONSON	TREASURER	2.0	Officer Director	$0	$0	$0
RONALD P PERTNOY	SECRETARY	2.0	Officer Director	$0	$0	$0
ALAN HASPEL	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
AMY TERWILLEGER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
ARTHUR LEHRHOFF	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
ARTHUR S LORING	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
BETH WAYNE	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
BETSY SHEERR	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
BRETT SANDALA	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
BRIAN M SEYMOUR	ISRAEL & OVERSES CHAIR	2.0	Director	$0	$0	$0
CAROLINE CUMMINGS RAFFERTY	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
CHARLES GOTTESMAN	MEMBER-AT-LARGE	2.0	Director	$0	$0	$0
CINDY SCHLOSSBERG	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
DAVID WINDREICH	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
DEBRA E SHAPIRO	HUMAN RESOURCES AND LEADERSHIP DEVELOPMENT CHAIR	2.0	Director	$0	$0	$0
DIANE EXTER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
DIANE HERZOG	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
DONALD BERG	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
GARY S LESSER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
HELENE M WEINGARTEN	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
HOPE SILVERMAN	VICE CHAIR	2.0	Director	$0	$0	$0
JASON DELGROSSO	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
JIM BALDINGER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
JONATHAN CHANE	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
JULIANA GENDELMAN	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
KEITH B BRAUN	JEWISH COMMUNITY FOUNDATION CHAIR	2.0	Director	$0	$0	$0
KEVIN SHAPIRO	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
LINDA GELLER-SCHWARTZ	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
LYNN PESECKIS	COMMUNITY STRATEGY & PLANNING CHAIR	2.0	Director	$0	$0	$0
MARILYN T COMITER	WOMEN'S PHILANTHROPY CHAIR	2.0	Director	$0	$0	$0
MARK F LEVY	BOARD MEMBER	2.0	Director	$0	$0	$0
MICHAEL L KOHNER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
PAMELA COMITER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
PATTI LEHRHOFF	WOMEN'S PHILANTHROPY CAMPAIGN CHAIR	2.0	Director	$0	$0	$0
PAUL KOZLOFF	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
PENNI WEINBERG	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
RABBI MOSHE SCHEINER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
RICHARD BAER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
RICHARD COMITER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
RICHARD N BERNSTEIN	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
ROBERT GORDON	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
ROBERT NAFTALY	BOARD OF DIRECTOR (THRU 11/24)	2.0	Director	$0	$0	$0
RON D HERMAN	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
RONDA STARR	DEVELOPMENT AND CAMPAIGN CHAIR	2.0	Director	$0	$0	$0
ROSLYN LEOPOLD	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
SAM LIEBOVICH	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
SANDRA BORNSTEIN	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
SCOTT HOLTZ	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
SHIRLEY SILVER	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
STACEY K LEVY	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
STEPHANIE GITLIN	MEMBER-AT-LARGE	2.0	Director	$0	$0	$0
STEVE ELLISON	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
SUSAN SHULMAN PERTNOY	IMMEDIATE PAST BOARD CHAIR	2.0	Director	$0	$0	$0
SYDELLE SONKIN	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
SYNDIE T LEVIEN	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
VIVIAN LIEBERMAN	MEMBER-AT-LARGE	2.0	Director	$0	$0	$0
WARREN SPECTOR	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
ZELDA MASON	BOARD OF DIRECTOR	2.0	Director	$0	$0	$0
LEAH HOLCZER	CHIEF FINANCIAL AND OPERATING OFFICER (AS OF 07/24)	43.0	Officer	$220,642	$49,554	$270,196
MICHAEL HOFFMAN	CHIEF EXECUTIVE OFFICER	53.0	Officer	$449,545	$62,980	$512,525
MATTHEW KERNKRAUT	EXCECUTIVE VICE PRESIDENT	43.0	Key Emp	$340,391	$61,617	$402,008
MELISSA ARDEN	CHIEF PLANNING OFFICER	43.0	Key Emp	$181,216	$37,092	$218,308
MINDY HANKEN	CHIEF PROGRAM OFFICER (THRU 04/24)	43.0	Key Emp	$169,721	$14,804	$184,525
CARSON NIGHTWINE	DIRECTOR, COMMUNITY SECURITY	43.0	Highest	$182,339	$15,284	$197,623
FRANK MANDRELL	SENIOR NETWORK ADMINISTRATOR (THRU 11/24)	43.0	Highest	$168,654	$20,748	$189,402
JEFF TRYNZ	CHIEF MARKETING OFFICER (EFF. 11/24)/SR VP, EXTERNAL AFFAIRS	43.0	Highest	$190,218	$15,907	$206,125
JOSEPHINE GON	EXECUTIVE DIRECTOR, PALM BEACH CENTER	43.0	Highest	$184,327	$26,996	$211,323
RACHEL BERG	EXECUTIVE DIRECTOR, MJCF	43.0	Highest	$184,758	$49,117	$233,875
KATHY SIGALL	FORMER CHIEF FINANCIAL OFFICER	0.0		$137,949	$10,571	$148,520

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	$54,678,950	$43,650,276	$220,695,327	$11,028,674
2024	$49,388,168	$43,842,706	$202,916,594	$5,545,462
2023	$46,135,404	$37,282,664	$189,518,360	$8,852,740
2022	$31,058,846	$31,577,647	$173,351,339	$-518,801
2021	$40,996,005	$37,200,217	$188,649,798	$3,795,788
2020	$29,667,332	$30,311,010	$158,652,657	$-643,678
2019	$30,633,364	$28,049,555	$160,914,777	$2,583,809
2018	$30,675,739	$25,384,683	$158,667,920	$5,291,056

JEWISH FEDERATION OF PALM BEACH COUNTY INC