FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC & AFFILIATES (EIN 591520581) - 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

1974

Legal Domicile

Principal Officer

MARC HOPIN

Phone

5616841991

Tax Period

2022-07-01 to 2023-06-30

FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC & AFFILIATES, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $14.6M in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

TO STRENGTHEN OUR ENTIRE COMMUNITY BY EMPOWERING INDIVIDUALS AND FAMILIES THROUGH THE DELIVERY OF COMPREHENSIVE HUMAN SERVICES.

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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 $11,805,508

Program Service Revenue $1,496,345

Investment Income $409,421

Other Revenue $898,256

TOTAL REVENUE $14,609,530

Expense Breakdown

Grants Paid $7,154,455

Salaries & Benefits $6,216,685

Fundraising Expenses $1,330,225

Program Expenses $13,077,589

Other Expenses $1,872,186

TOTAL EXPENSES $15,243,326

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,609,530	$13,476,766	+0.1%
Expenses	$15,243,326	$13,030,259	+0.2%
Net Income	$-633,796	$446,507	-2.4%

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

130

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

$366,768

Total Directors

Key Employees

$188,144

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JERYL KERSHNER	CHILD PSYCHIATRIST	35.0	Highest	$225,487	$15,493	$240,980
MARC HOPIN	CHIEF EXECUTIVE OFFICER	30.0	Officer	$189,279	$25,093	$214,372
KELLY WHITER	CHIEF DEVELOPMENT OFF.	30.0	Key Emp	$169,459	$18,685	$188,144
DR ELAINE ROTENBERG	CHIEF CLINICAL & IMPACT OFFICE	30.0	Highest	$144,259	$16,228	$160,487
CHRISTOPHER P HOTALING	CHIEF FINANCIAL OFFICER	40.0	Officer	$133,788	$18,608	$152,396
STEPHANIE ITKIN	CHIEF PEOPLE & CULTURE OFFICER	24.0	Highest	$121,677	$20,437	$142,114
DR JAMES THOMPSON	PSYCHIATRIST	35.0	Highest	$139,526	$0	$139,526
Dr ARIELLE BURDO DELCASTILLO	PSYCHOLOGICAL TESTING MANAGER	37.5	Highest	$104,293	$10,134	$114,427
ZELDA MASON	IMMEDIATE PAST PRESIDENT	2.0	Officer Director	$0	$0	$0
LARRY ABRAMSON	PAST PRESIDENT	2.0	Director	$0	$0	$0
KEITH B BRAUN	PAST PRESIDENT	2.0	Director	$0	$0	$0
ARNOLD L LAMPERT	PAST PRESIDENT	2.0	Director	$0	$0	$0
MICHAEL A LAMPERT	PAST PRESIDENT	2.0	Director	$0	$0	$0
CAROLYN GLEIMER SILBEY	PAST PRESIDENT/VP-LJRFS	2.0	Director	$0	$0	$0
GARY HOFFMAN	PRESIDENT	2.0	Officer Director	$0	$0	$0
DON ABRAMS	VICE PRESIDENT OF PQI	2.0	Officer Director	$0	$0	$0
DAVID GINSBERG	VICE PRESIDENT OF INSECURITY	2.0	Officer Director	$0	$0	$0
ALAN I GOLDBERG	VICE PRESIDENT OF JRFS	2.0	Officer Director	$0	$0	$0
JENNIFER LESSER	VICE PRESIDENT OF OUTREACH	2.0	Officer Director	$0	$0	$0
DIANN MANN	SECRETARY	2.0	Officer Director	$0	$0	$0
JOHN STERN	TREASURER	2.0	Officer Director	$0	$0	$0
MERYL FRANKFURT AVNI	BOARD MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
JASON DELGROSSO	BOARD MEMBER	2.0	Director	$0	$0	$0
ELLIE HART	BOARD MEMBER	2.0	Director	$0	$0	$0
NANCY HART	BOARD MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
ROBERT HERZOG	BOARD MEMBER	2.0	Director	$0	$0	$0
MAXINE MARKS	BOARD MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
RUTH NAFTALY	BOARD MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
DALE RANDS	BOARD MEMBER	2.0	Director	$0	$0	$0
HARRIET I SAMUELS	EMERITUS	2.0	Director	$0	$0	$0
BRETT SANDALA	BOARD MEMBER	2.0	Director	$0	$0	$0
CINDY SCHLOSSBERG	BOARD MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
BARBARA SIDEL	BOARD MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
WENDY STAHL	BOARD MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
IRWIN D LEBOW	EMERITUS	2.0	Director	$0	$0	$0
TRACY CARUSO	BOARD MEMBER	1.0	Director	$0	$0	$0
MARJORIE KONIGSBERG	BOARD MEMBER	1.0	Director	$0	$0	$0
JOEL YUDENFREUND	BOARD MEMBER	1.0	Director	$0	$0	$0
RABBI MICHAEL RESNICK	BOARD MEMBER	1.0	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$14,609,530	$15,243,326	$17,659,373	$-633,796
2022	$13,476,766	$13,030,259	$16,278,049	$446,507
2021	$13,476,779	$12,222,056	$15,277,899	$1,254,723
2020	$11,140,545	$11,002,558	$7,981,525	$137,987
2019	$9,939,498	$9,860,738	$6,554,754	$78,760
2018	$9,230,307	$9,614,845	$5,658,807	$-384,538

FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC & AFFILIATES