SOUTH BROWARD JEWISH FEDERATION HOUSING II INC D/B/A FEDERATION GARDENS (EIN 650027616) - 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

1987

Legal Domicile

Principal Officer

HEATHER BARRAZA

Phone

9547461879

Tax Period

2020-08-01 to 2021-07-31

SOUTH BROWARD JEWISH FEDERATION HOUSING II INC D/B/A FEDERATION GARDENS, founded in 1987, is a mid-sized nonprofit that reported $15.1M in total revenue in fiscal year 2020. Revenue surged 1000% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.7M, a strong 97% operating margin.

Mission

TO HOUSE ELDERLY FAMILIES AND INDIVIDUALS OF LOW AND MODERATE INCOME LEVELS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $216,801

Program Service Revenue $38,026

Investment Income $14,862,793

Other Revenue $1,138

TOTAL REVENUE $15,118,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,680

Fundraising Expenses $0

Program Expenses $334,125

Other Expenses $241,717

TOTAL EXPENSES $380,397

Year-over-Year Comparison

	2020	2019	Change
Revenue	$15,118,758	$1,373,890	+10.0%
Expenses	$380,397	$1,179,911	-0.7%
Net Income	$14,738,361	$193,979	+75.0%

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

N/A

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

$644,153

Total Directors

$644,153

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BALABAN	PRESIDENT	0.25	Officer Director	$0	$36,132	$337,123
PETER BERG	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
WILLIAM SHERMAN	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
BRUCE YUDEWITZ	SECRETARY/TREASURER	0.25	Officer Director	$0	$10,330	$158,387
ALAN COHN	PRESIDENT	0.25	Officer Director	$0	$0	$0
HEATHER BARRAZA	SECRETARY/TREASURER	0.25	Officer Director	$0	$9,891	$148,643

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
2021	$15,118,758	$380,397	No data	$14,738,361
2020	$1,373,890	$1,179,911	$2,764,738	$193,979
2019	$1,371,629	$1,108,135	$2,687,261	$263,494
2018	$1,373,389	$1,143,057	$2,581,077	$230,332

SOUTH BROWARD JEWISH FEDERATION HOUSING II INC D/B/A FEDERATION GARDENS