INSTITUTE OF SOUTHERN JEWISH LIFE (EIN 640762027) - 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

2000

Legal Domicile

Principal Officer

MICHELE SCHIPPER

Phone

6013626357

Tax Period

2023-07-01 to 2024-06-30

INSTITUTE OF SOUTHERN JEWISH LIFE, founded in 2000, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

THE INSTITUTE (ISJL) SUPPORTS, CONNECTS, AND CELEBRATES JEWISH LIFE IN THE SOUTH.

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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 $1,111,756

Program Service Revenue $187,436

Investment Income $159,211

Other Revenue $113,449

TOTAL REVENUE $1,571,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,120,471

Fundraising Expenses $154,295

Program Expenses $1,279,319

Other Expenses $703,859

TOTAL EXPENSES $1,824,330

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,571,852	$2,343,061	-0.3%
Expenses	$1,824,330	$1,690,882	+0.1%
Net Income	$-252,478	$652,179	-1.4%

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

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

$282,267

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA LEVY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLETT R FRUMIN	SECRETARY	2.00	Officer Director	$0	$0	$0
KENNY ZADECK PHD	DIRECTOR	1.00	Director	$0	$0	$0
IMOGENE BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAY HESDORFFER	CHAIR	2.00	Officer Director	$0	$0	$0
JAY TANENBAUM	DIRECTOR	1.00	Director	$0	$0	$0
JOE HERZOG	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH STEIN	DIRECTOR	1.00	Director	$0	$0	$0
LEON RITTENBERG	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET MEYER	DIRECTOR	1.00	Director	$0	$0	$0
MARY L WIENER	DIRECTOR	1.00	Director	$0	$0	$0
MONICA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
MORRIS LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
PEPE P FINN	TREASURER	2.00	Officer Director	$0	$0	$0
RACHEL REAGLER SCHULMAN	PAST CHAIR	2.00	Officer Director	$0	$0	$0
RAYMAN L SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT A ROUBEY	DIRECTOR	1.00	Director	$0	$0	$0
SALLY SCHNEIDER HUEBSCHER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT MILLER	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER SIMONS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN LIBOWSKY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BETSY SAMUELS	FORMER CFO	30.00	Officer	$86,720	$9,373	$96,093
MICHELE SCHIPPER	CEO	40.00	Officer	$172,821	$13,353	$186,174

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	$1,571,852	$1,824,330	$5,108,995	$-252,478
2023	$2,343,061	$1,690,882	$5,084,433	$652,179
2022	$3,020,567	$1,705,410	$4,732,863	$1,315,157
2021	$1,829,896	$1,839,081	$4,635,216	$-9,185
2020	$1,481,707	$2,052,965	$4,275,569	$-571,258
2019	$3,367,788	$2,288,528	$7,428,292	$1,079,260

INSTITUTE OF SOUTHERN JEWISH LIFE