COLLAT JEWISH FAMILY SERVICES OF BIRMINGHAM (EIN 631015318) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

LAUREN SCHWARTZ

Phone

2058793438

Tax Period

2023-01-01 to 2023-12-31

COLLAT JEWISH FAMILY SERVICES OF BIRMINGHAM, founded in 1989, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2018. Expenses of $1.4M left a modest 3% surplus.

Mission

CJFS ENHANCES QUALITY OF LIFE AND STRENGTHENS INDEPENDENCE FOR INDIVIDUALS AND FAMILIES, WITH A PRIMARY FOCUS ON OLDER ADULTS, BY PROVIDING EXCEPTIONAL SUPPORT SERVICES IN ACCORDANCE WITH JEWISH VALUES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,187,227

Program Service Revenue $158,875

Investment Income $16,032

Other Revenue $291,335

TOTAL REVENUE $1,653,469

Expense Breakdown

Grants Paid $67,188

Salaries & Benefits $1,128,565

Fundraising Expenses $105,141

Program Expenses $1,439,219

Other Expenses $445,306

TOTAL EXPENSES $1,641,059

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,653,469	$1,698,269	0.0%
Expenses	$1,641,059	$1,563,658	+0.0%
Net Income	$12,410	$134,611	-0.9%

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

Volunteers

179

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

$147,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FAYE LEVIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID OVSON	VP PROGRAMS AND SERVICES	1.00	Officer Director	$0	$0	$0
STEVE BRICKMAN	PRESIDENTIAL APPOINTEE	1.00	Officer Director	$0	$0	$0
KAY KORNMEIER	VP ADMINISTRATION	1.00	Officer Director	$0	$0	$0
LACEY EPSTEIN	TREASURER	1.00	Officer Director	$0	$0	$0
TOBY SIEGEL	SECRETARY	1.00	Officer Director	$0	$0	$0
JOYCE SHEVIN	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA ROYAL	GOVERNANCE CHAIR	1.00	Officer Director	$0	$0	$0
STEVE ROYAL	VP DEVELOPMENT	1.00	Officer Director	$0	$0	$0
NATALIE ASMAN	DIRECTOR	0.30	Director	$0	$0	$0
REBECCA BOYKINS	DIRECTOR	0.30	Director	$0	$0	$0
ANDREW DUXBURY	DIRECTOR	0.30	Director	$0	$0	$0
LISA KIANOFF	DIRECTOR	0.30	Director	$0	$0	$0
KARRI NEAL	DIRECTOR	0.30	Director	$0	$0	$0
DAVID REESE	DIRECTOR	0.30	Director	$0	$0	$0
DEBBIE WIATRAK	DIRECTOR	0.30	Director	$0	$0	$0
GARY WEINTRAUB	DIRECTOR	0.30	Director	$0	$0	$0
JESSICA RHODES	DIRECTOR	0.30	Director	$0	$0	$0
ANDREA MCCASKEY	DIRECTOR	0.30	Director	$0	$0	$0
ANN TODD	DIRECTOR	0.30	Director	$0	$0	$0
SETH WOLNEK	DIRECTOR	0.30	Director	$0	$0	$0
LAUREN SCHWARTZ	EXECUTIVE DIRECTOR	40.00	Officer	$123,500	$24,000	$147,500

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	$1,653,469	$1,641,059	$1,547,530	$12,410
2022	$1,698,269	$1,563,658	$1,158,789	$134,611
2021	$1,619,749	$1,408,777	$1,001,646	$210,972
2020	$1,324,442	$1,325,727	$937,117	$-1,285
2019	$1,445,308	$1,439,216	$771,217	$6,092
2018	$1,415,625	$1,368,232	$760,734	$47,393

COLLAT JEWISH FAMILY SERVICES OF BIRMINGHAM