Jewish Family & Children's Service of the Suncoast Inc (EIN 592693318) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

Helene Lotman

Phone

9413662224

Tax Period

2023-10-01 to 2024-09-30

Jewish Family & Children's Service of the Suncoast Inc, founded in 1986, is a community nonprofit in the Human Services sector that reported $9.2M in total revenue in fiscal year 2023. Expenses of $8.6M left a modest 7% surplus.

Mission

JFCS, guided by Jewish values, works with youth and other vulnerable community members of all faiths to build resilience and to achieve the social and economic stability needed to support their mental health and well-being.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,750,898

Program Service Revenue $20,984

Investment Income $475,399

Other Revenue $0

TOTAL REVENUE $9,247,281

Expense Breakdown

Grants Paid $2,250,260

Salaries & Benefits $4,536,788

Fundraising Expenses $222,413

Program Expenses $6,873,020

Other Expenses $1,841,278

TOTAL EXPENSES $8,628,326

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,247,281	$9,059,853	+0.0%
Expenses	$8,628,326	$9,365,055	-0.1%
Net Income	$618,955	$-305,202	-3.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

163

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

$270,463

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathie Roberts	Chair	5.00	Officer Director	$0	$0	$0
Marc Kanoff	Vice Chair	6.00	Officer Director	$0	$0	$0
James Naber	Treasurer	8.00	Officer Director	$0	$0	$0
Johanna Gustafsson	Secretary	8.00	Officer Director	$0	$0	$0
Michael Goldman	Director	5.00	Director	$0	$0	$0
Mark Gordon	Director	5.00	Director	$0	$0	$0
Stacie Herrera	Director	5.00	Director	$0	$0	$0
Giselle Huberman	Director	5.00	Director	$0	$0	$0
Eric Kaplan	Director	5.00	Director	$0	$0	$0
Victoria Kasdan	Director	5.00	Director	$0	$0	$0
Brian Meinberg	Director	5.00	Director	$0	$0	$0
David Shapiro	Director	5.00	Director	$0	$0	$0
Jackie Taxdal	Director	5.00	Director	$0	$0	$0
Ken Waters	Director	5.00	Director	$0	$0	$0
Dan Dannheisser	Director	5.00	Director	$0	$0	$0
Adam Gersh	Director	5.00	Director	$0	$0	$0
Ellen Goldner	Director	5.00	Director	$0	$0	$0
Sasha Rosin	Director	5.00	Director	$0	$0	$0
Helene Lotman	President/CEO	50.00	Officer	$258,630	$11,833	$270,463

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	$9,247,281	$8,628,326	$12,089,513	$618,955
2023	$9,059,853	$9,365,055	$9,975,431	$-305,202
2022	$9,134,897	$9,826,512	$9,634,980	$-691,615
2021	$9,958,100	$9,265,170	$11,452,733	$692,930
2020	$8,386,758	$7,940,375	$11,866,670	$446,383
2019	$8,100,454	$9,235,058	$11,064,631	$-1,134,604
2018	$8,195,819	$9,242,977	$12,354,634	$-1,047,158

Jewish Family & Children's Service of the Suncoast Inc