KNOXVILLE JEWISH COMMUNITY FAMILY OF FUNDS C/O EAST TENN FOUNDATION (EIN 621803826) - 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

1999

Legal Domicile

Principal Officer

STEPHEN ROSEN

Phone

8655241223

Tax Period

2023-01-01 to 2023-12-31

KNOXVILLE JEWISH COMMUNITY FAMILY OF FUNDS C/O EAST TENN FOUNDATION, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $365K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Net assets of $5.4M represent 178 months of operating reserves.

Mission

KJCFF WAS CREATED TO PRESERVE AND STRENGTHEN THE JEWISH COMMUNITY OF KNOXVILLE. THROUGH GRANTMAKING AND FUNDRAISING, IT AIMS TO RAISE FUNDS, TEACH PHILANTHROPY, AND MANAGE RESOURCES FOR 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 (2023)

Revenue Breakdown

Contributions & Grants $179,848

Program Service Revenue $0

Investment Income $178,084

Other Revenue $7,401

TOTAL REVENUE $365,333

Expense Breakdown

Grants Paid $352,905

Salaries & Benefits $0

Fundraising Expenses $8,983

Program Expenses $368,881

Other Expenses $41,064

TOTAL EXPENSES $393,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,333	$545,473	-0.3%
Expenses	$393,969	$299,177	+0.3%
Net Income	$-28,636	$246,296	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY BECKER	DIRECTOR	0.20	Director	$0	$0	$0
BERNARD BERNSTEIN	DIRECTOR	0.20	Director	$0	$0	$0
MARK BERNSTEIN	DIRECTOR	0.20	Director	$0	$0	$0
WENDY BESMANN	DIRECTOR	0.20	Director	$0	$0	$0
ADAM BROWN	DIRECTOR	0.20	Director	$0	$0	$0
ARNOLD COHEN	DIRECTOR	0.20	Director	$0	$0	$0
ROBERT GOODFRIEND	DIRECTOR	0.20	Director	$0	$0	$0
SCOTT HAHN	DIRECTOR	0.20	Director	$0	$0	$0
JACKI IMBREY	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD JACOBSTEIN	DIRECTOR	0.20	Director	$0	$0	$0
CAROLE MARTIN	DIRECTOR	0.20	Director	$0	$0	$0
MARY ANNE MERRELL	DIRECTOR	0.20	Director	$0	$0	$0
ROSALIE NAGLER	DIRECTOR	0.20	Director	$0	$0	$0
HOWARD POLLOCK	DIRECTOR	0.20	Director	$0	$0	$0
PACE ROBINSON	DIRECTOR	0.20	Director	$0	$0	$0
STEPHEN ROSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BERNARD ROSENBLATT	DIRECTOR	0.20	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
2024	No data	No data	No data	No data
2023	$365,333	$393,969	$5,417,822	$-28,636
2022	$545,473	$299,177	$4,951,629	$246,296
2021	$1,103,635	$215,645	$5,655,198	$887,990
2020	$339,081	$608,656	$4,262,650	$-269,575
2019	$674,081	$306,955	$4,093,845	$367,126
2018	$368,247	$277,113	$3,212,501	$91,134

KNOXVILLE JEWISH COMMUNITY FAMILY OF FUNDS C/O EAST TENN FOUNDATION