THE JEWISH FEDERATION OF SARASOTA-MANATEE INC (EIN 591227747) - 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

1970

Legal Domicile

Principal Officer

SHEP ENGLANDER

Phone

9413714546

Tax Period

2023-01-01 to 2023-12-31

THE JEWISH FEDERATION OF SARASOTA-MANATEE INC, founded in 1970, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.5M in total revenue in fiscal year 2023. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.2M, a strong 54% operating margin.

Mission

TO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,566,258

Program Service Revenue $190,522

Investment Income $-476,282

Other Revenue $177,000

TOTAL REVENUE $13,457,498

Expense Breakdown

Grants Paid $1,178,912

Salaries & Benefits $2,991,100

Fundraising Expenses $1,452,034

Program Expenses $4,171,341

Other Expenses $1,909,897

TOTAL EXPENSES $6,236,851

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,457,498	$6,180,465	+1.2%
Expenses	$6,236,851	$6,344,475	0.0%
Net Income	$7,220,647	$-164,010	-45.0%

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

380

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

$728,036

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA ACKERMAN	DIRECTOR	1.00	Director	$0	$0	$0
TOM BERNSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA BRADY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CHAIFETZ	DIRECTOR	1.00	Director	$0	$0	$0
MARY COLLIER	AT LARGE	1.00	Director	$0	$0	$0
LAUREN FINEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY FOX	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FRIED	DIRECTOR	1.00	Director	$0	$0	$0
ROZ GOLDBERG	AT LARGE	1.00	Director	$0	$0	$0
MARY GRATEHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
LARRY GREENSPON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE WRIGHT HALBERT	DIRECTOR	1.00	Director	$0	$0	$0
DR LEW HANAN	DIRECTOR	1.00	Director	$0	$0	$0
LARRY HASPEL	DIRECTOR	1.00	Director	$0	$0	$0
BOB ISRAELOFF	DIRECTOR	1.00	Director	$0	$0	$0
DEB KABINOFF	DIRECTOR	1.00	Director	$0	$0	$0
SIMONE KNEGO	DIRECTOR	1.00	Director	$0	$0	$0
JAIME MARCO	AT LARGE	1.00	Director	$0	$0	$0
DAVID MILLSTONE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL RITTER	AT LARGE	1.00	Director	$0	$0	$0
AARON RUBEN	DIRECTOR	1.00	Director	$0	$0	$0
DAN SHUGAR	DIRECTOR	1.00	Director	$0	$0	$0
ALAN SILVERGLAT	DIRECTOR	1.00	Director	$0	$0	$0
ANNE SPINDEL	DIRECTOR	1.00	Director	$0	$0	$0
LOIS STULBERG	DIRECTOR	1.00	Director	$0	$0	$0
PATTI WERTHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
LARRY ZASLAVSKY	DIRECTOR	1.00	Director	$0	$0	$0
RANDON CARVEL	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE S UDELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
STACY HANAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WAYNE RUBEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOEL MORGANROTH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MEL TAUB	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK SMOTKIN	TREASURER	1.00	Officer Director	$0	$0	$0
MARSHA EISENBERG	SECRETARY/GOVERNANCE OFFIC	1.00	Officer Director	$0	$0	$0
SHEP ENGLANDER	CEO	50.00	Officer	$314,333	$61,624	$375,957
VICTORIA TIUTYAMA	CFO TO SEPT 1 2023	50.00	Officer	$90,410	$33,974	$124,384
NICOLE M COYNE	CFO EFF SEPT 5 2023	50.00	Officer	$36,141	$9,064	$45,205
KIMBERLY J ADLER	CHIEF OPERATING OFFICER	50.00	Officer	$141,967	$40,523	$182,490
HERMIONE GILPIN	CHIEF ADVANCEMENT OFFICER	50.00	Highest	$137,113	$18,921	$156,034

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	No data	No data	No data	No data
2023	$13,457,498	$6,236,851	$62,748,988	$7,220,647
2022	$6,180,465	$6,344,475	$43,885,659	$-164,010
2021	$7,687,191	$5,995,533	$47,399,713	$1,691,658
2020	$13,094,026	$6,295,262	$45,063,997	$6,798,764
2019	$12,508,829	$6,449,034	$38,119,581	$6,059,795
2018	$11,986,223	$6,113,627	$30,409,769	$5,872,596

THE JEWISH FEDERATION OF SARASOTA-MANATEE INC