SAMUEL M AND HELENE SOREF JEWISH COMMUNITY CENTER INC (EIN 591766701) - 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

1977

Legal Domicile

Principal Officer

DONALD GRAW

Phone

9547926700

Tax Period

2024-07-01 to 2025-06-30

SAMUEL M AND HELENE SOREF JEWISH COMMUNITY CENTER INC, founded in 1977, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $5.6M left a modest 7% surplus.

Mission

THE SOREF JCC OPERATES AFTERSCHOOL, CAMP, AND PRESCHOOL. WE ALSO PROVIDE (SEE SCHEDULE O)SOCIAL SERVICES INCLUDING CHILDREN'S SCHOLARSHIPS AND THE WE CARE FOOD PANTRY PROGRAMS.

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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 $431,050

Program Service Revenue $4,459,848

Investment Income $369,378

Other Revenue $770,727

TOTAL REVENUE $6,031,003

Expense Breakdown

Grants Paid $242,693

Salaries & Benefits $2,815,087

Fundraising Expenses $0

Program Expenses $4,726,046

Other Expenses $2,576,991

TOTAL EXPENSES $5,634,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,031,003	$5,506,740	+0.1%
Expenses	$5,634,771	$5,378,337	+0.0%
Net Income	$396,232	$128,403	+2.1%

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

193

Volunteers

100

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

$511,025

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERI SMITH	CHAIR	1.00	Officer Director	$0	$0	$0
JOE BERKOVITS	TREASURER	1.00	Officer Director	$0	$0	$0
PENNY CUKIER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
JILL GALLNER	SECRETARY	1.00	Officer Director	$0	$0	$0
RABBI YOSEF DOCH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHOSHANNA EHRLICH	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE GIMBEL	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL GLASER	BOARD MEMBER	1.00	Director	$0	$0	$0
RON KRUDO	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN MONTALVO	BOARD MEMBER	1.00	Director	$0	$0	$0
AVA PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCHELL ROSHEL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN SCHWACHTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SILVERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD GRAW	CEO	60.00	Officer	$338,816	$20,959	$359,775
ROCHELLE ZENCHYK	CFO	60.00	Officer	$141,547	$9,703	$151,250

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	$6,031,003	$5,634,771	$8,379,869	$396,232
2024	$5,506,740	$5,378,337	$8,198,526	$128,403
2023	$5,575,571	$4,863,700	$6,620,036	$711,871
2022	$4,748,720	$4,188,491	$5,379,785	$560,229
2021	$4,458,636	$3,708,299	$5,065,772	$750,337
2020	$4,468,217	$4,465,761	$4,160,969	$2,456

SAMUEL M AND HELENE SOREF JEWISH COMMUNITY CENTER INC