JEWISH FOUNDATION OF MEMPHIS (EIN 621618399) - 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

1995

Legal Domicile

Principal Officer

LAURA LINDER

Phone

9013740400

Tax Period

2022-07-01 to 2023-06-30

JEWISH FOUNDATION OF MEMPHIS, founded in 1995, is a mid-sized nonprofit in the Religion sector that reported $15.5M in total revenue in fiscal year 2022. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.3M, a strong 34% operating margin.

Mission

THE MISSION OF THE JEWISH FOUNDATION OF MEMPHIS IS TO ENCOURAGE CHARITABLE GIVING, SUPPORT PARTNER AGENCY ENDOWMENT DEVELOPMENT AND TO BUILD AND SUSTAIN A VIBRANT JEWISH COMMUNITY.

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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 $12,394,904

Program Service Revenue $0

Investment Income $2,067,882

Other Revenue $1,075,925

TOTAL REVENUE $15,538,711

Expense Breakdown

Grants Paid $9,083,253

Salaries & Benefits $0

Fundraising Expenses $238,246

Program Expenses $9,882,542

Other Expenses $1,203,599

TOTAL EXPENSES $10,286,852

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,538,711	$22,059,555	-0.3%
Expenses	$10,286,852	$10,026,168	+0.0%
Net Income	$5,251,859	$12,033,387	-0.6%

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

$243,194

Total Directors

$243,194

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	$243,194
JASON SALOMON	CHAIR	1.00	Officer Director	$0	$0	$0
JEFF WALLACE	CHAIR APPOINTEE	1.00	Officer Director	$0	$0	$0
PACE COOPER	SECRETARY	1.00	Officer Director	$0	$0	$0
LAWSON ARNEY	VICE CHAIR FINANCE	1.00	Officer Director	$0	$0	$0
ELKAN SCHEIDT	VICE CHAIR INVESTMENT	1.00	Officer Director	$0	$0	$0
STANLEY BILSKY	DIRECTOR	1.00	Director	$0	$0	$0
AILEEN COOPER	DIRECTOR	1.00	Director	$0	$0	$0
RICK FOGELMAN	DIRECTOR	1.00	Director	$0	$0	$0
REED LANDAU	DIRECTOR	1.00	Director	$0	$0	$0
RON LAZAROV	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
WENDY ROTTER	DIRECTOR	1.00	Director	$0	$0	$0
IRVIN SERENCO	DIRECTOR	1.00	Director	$0	$0	$0
JERRY SKLAR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$15,538,711	$10,286,852	$84,790,168	$5,251,859
2022	$22,059,555	$10,026,168	$74,764,660	$12,033,387
2021	$19,619,043	$6,410,165	$73,386,968	$13,208,878
2020	$10,702,035	$7,191,210	$50,927,505	$3,510,825
2019	$6,841,623	$6,915,133	$46,039,103	$-73,510
2018	$9,909,921	$7,009,258	$44,305,344	$2,900,663

JEWISH FOUNDATION OF MEMPHIS