MEMPHIS JEWISH FEDERATION (EIN 620475747) - 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

1939

Legal Domicile

Principal Officer

LAURA LINDER

Phone

9017677100

Tax Period

2024-07-01 to 2025-06-30

MEMPHIS JEWISH FEDERATION, founded in 1939, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.2M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 22% operating margin.

Mission

THE FEDERATION SERVES AS A CENTRAL FUNDRAISING AND ALLOCATION AGENCY IN THE MEMPHIS METROPOLITAN AREA FOR THE BENEFIT OF JEWISH ACTIVITIES AND PROMOTES HARMONY, UNDERSTANDING AND GOOD RELATIONS AMONG THE MEMBERS OF THE JEWISH COMMUNITY AND THE LARGER COMMUNITIES.

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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 $4,875,454

Program Service Revenue $0

Investment Income $1,053,190

Other Revenue $234,172

TOTAL REVENUE $6,162,816

Expense Breakdown

Grants Paid $2,625,205

Salaries & Benefits $0

Fundraising Expenses $500,559

Program Expenses $3,813,020

Other Expenses $2,165,928

TOTAL EXPENSES $4,791,133

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,162,816	$5,006,885	+0.2%
Expenses	$4,791,133	$4,191,492	+0.1%
Net Income	$1,371,683	$815,393	+0.7%

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

N/A

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

$267,143

Total Directors

$267,143

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA LINDER	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$267,143
SCOTT NOTOWICH	CHAIR	1.00	Officer Director	$0	$0	$0
STEVE LIBBY	SECRETARY	1.00	Officer Director	$0	$0	$0
JONATHAN FRISCH	VICE CHAIR FINANCE	1.00	Officer Director	$0	$0	$0
EILEEN POSNER	VICE CHAIR INVESTMENT	1.00	Officer Director	$0	$0	$0
LISA MENUSKIN	VICE CHAIR CAMPAIGN	1.00	Officer Director	$0	$0	$0
MOLLY LANE	VICE CHAIR CAMPAIGN	1.00	Officer Director	$0	$0	$0
SARAH LEWIS	VICE CHAIR COMMNTY IMPACT	1.00	Officer Director	$0	$0	$0
MICHELLE KATZ	VICE CHAIR COMMNTY IMPACT	1.00	Officer Director	$0	$0	$0
JILL SHANKER	VICE CHAIR ISREAL/OVERSEAS	1.00	Officer Director	$0	$0	$0
JANA WEISKOPF	CHAIR APPOINTEE	1.00	Officer Director	$0	$0	$0
JACLYN MARSHALL	VICE CHAIR LEADERSHIP	1.00	Officer Director	$0	$0	$0
SHERI LIPMAN	VICE CHAIR NEEDS ASSESS	1.00	Officer Director	$0	$0	$0
CRAIG WEISS	VICE CHAIR SECURITY	1.00	Officer Director	$0	$0	$0
JIMMY RINGEL	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
CINDY FINESTONE	PAST CHAIR	1.00	Officer Director	$0	$0	$0
BOB EISEMAN	DIRECTOR	1.00	Director	$0	$0	$0
HAL FOGELMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARGO FOGELMAN	DIRECTOR	1.00	Director	$0	$0	$0
JASON GOLDSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JAN GROVEMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN KLAZMER	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE B LAZAROV	DIRECTOR	1.00	Director	$0	$0	$0
ALLA LUBIN	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY ROBBINS	DIRECTOR	1.00	Director	$0	$0	$0
ADAM SASLAWSKY	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLEE STROME	DIRECTOR	1.00	Director	$0	$0	$0
ELISSA TAUB	DIRECTOR	1.00	Director	$0	$0	$0
MARY TROTZ	DIRECTOR	1.00	Director	$0	$0	$0
PARKER TROTZ	DIRECTOR	1.00	Director	$0	$0	$0
ANDIE UIBERALL	DIRECTOR	1.00	Director	$0	$0	$0
KERI UNOWKSY	DIRECTOR	1.00	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	$6,162,816	$4,791,133	$29,884,903	$1,371,683
2024	No data	No data	No data	No data
2023	$4,030,615	$4,315,795	$25,231,042	$-285,180
2022	$3,430,813	$4,312,684	$23,978,703	$-881,871
2021	$7,679,280	$3,704,591	$29,073,897	$3,974,689
2020	$6,269,163	$4,592,256	$22,860,800	$1,676,907
2020	$6,333,748	$4,592,332	$22,925,317	$1,741,416
2019	$4,240,415	$5,461,926	$21,188,883	$-1,221,511
2018	$4,039,051	$4,349,328	$22,273,007	$-310,277

MEMPHIS JEWISH FEDERATION