MELVIN J & CLAIRE LEVINE JEWISH RE… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

MARC HOPIN

Phone

5616841991

Tax Period

2022-07-01 to 2023-06-30

MELVIN J & CLAIRE LEVINE JEWISH RESIDENTIAL & FAMILY SERVICE OF PALM BEACH COUNTY, founded in 1997, is a community nonprofit in the Housing & Shelter sector that reported $3.0M in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $2.9M left a modest 4% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE ESTABLISHMENT AND OPERATION OF RESIDENTIAL FACILITIES AND TO PROVIDE TREATMENT AND OTHER SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS.

Program Service Accomplishments

Program 1

Expenses: $2,328,549 Revenue: $1,759,866

THE APARTMENT PROGRAM PROVIDES A THREE TIER SYSTEM FOR SUPPORTED INDEPENDENT LIVING FOR RESIDENTS WHO ARE ABLE TO LIVE IN THE COMMUNITY WITH VARYING AMOUNTS OF SUPPORT/SUPERVISION. THE APARTMENT...

THE APARTMENT PROGRAM PROVIDES A THREE TIER SYSTEM FOR SUPPORTED INDEPENDENT LIVING FOR RESIDENTS WHO ARE ABLE TO LIVE IN THE COMMUNITY WITH VARYING AMOUNTS OF SUPPORT/SUPERVISION. THE APARTMENT PROGRAM OFFERS RESIDENTS THE OPPORTUNITY TO LIVE ALONE WHILE UTILIZING THE ASSISTANCE OF 24 HOUR ON-SITE SUPPORT STAFF, AND PARTICIPATE IN SOCIAL, RECREATIONAL AND LIFE-SKILLS INSTRUCTION ON A DAILY BASIS.

Program 2

Expenses: $115,760 Revenue: $0

LIFE PLANNING IS A PROGRAM INTENDED TO REACH OUT TO AND EDUCATE FAMILIES WITH ADULT DISABLED CHILDREN TO HELP THEM BEGIN OR ENHANCE FISCAL OR SOCIAL PLANNING FOR THESE children's NEEDS WHEN THE...

LIFE PLANNING IS A PROGRAM INTENDED TO REACH OUT TO AND EDUCATE FAMILIES WITH ADULT DISABLED CHILDREN TO HELP THEM BEGIN OR ENHANCE FISCAL OR SOCIAL PLANNING FOR THESE children's NEEDS WHEN THE PARENT PASSES.

Program 3

Expenses: $101,023 Revenue: $95,763

THE TRANSPORTATION PROGRAM PROVIDES TRANSPORTATION TO THE RESIDENTS OF THE GROUP HOME AND APARTMENT PROGRAM TO APPOINTMENTS, ACTIVITIES AND JOBS.

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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 $402,124

Program Service Revenue $1,966,448

Investment Income $650,288

Other Revenue $30,989

TOTAL REVENUE $3,049,849

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,775,512

Fundraising Expenses $0

Program Expenses $2,593,132

Other Expenses $1,158,418

TOTAL EXPENSES $2,933,930

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,049,849	$2,492,040	+0.2%
Expenses	$2,933,930	$3,317,115	-0.1%
Net Income	$115,919	$-825,075	-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

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

$366,768

Total Directors

Key Employees

$188,144

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JERYL KERSHNER	CHILD PSYCHIATRIST	2.5	Highest	$0	$15,493	$240,980
MARC HOPIN	CHIEF EXECUTIVE OFFICER	20.0	Officer	$0	$25,093	$214,372
KELLY WHITER	CHIEF DEVELOPMENT OFFICER	10.0	Key Emp	$0	$18,685	$188,144
DR ELAINE ROTENBERG	CHIEF CLINICAL & IMPACT OFFICE	10.0	Highest	$0	$16,228	$160,487
CHRISTOPHER P HOTALING	CHIEF FINANCIAL OFFICER	10.0	Officer	$0	$18,608	$152,396
STEPHANIE ITKIN	CHIEF PEOPLE & CULTURE OFFICER	16.0	Highest	$0	$20,437	$142,114
DR JAMES TOMPSON	PSYCHIATRIST	2.5	Highest	$0	$0	$139,526
GARY HOFFMAN	PRESIDENT	2.0	Officer Director	$0	$0	$0
CAROLYN GLEIMER SIBLEY	PAST PRESIDENT	2.0	Officer Director	$0	$0	$0
ALAN I GOLDBERG	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
DIANN MANN	SECRETARY	2.0	Officer Director	$0	$0	$0
JOHN STERN	TREASURER	2.0	Officer Director	$0	$0	$0
ILENE GOLDSTEIN	MEMBER	2.0	Director	$0	$0	$0
LISA HAUSER	MEMBER	2.0	Director	$0	$0	$0
STEVEN ROZANSKY	MEMBER (EFF. 7/2022)	2.0	Director	$0	$0	$0
ZELDA MASON	PRESIDENT	2.0	Officer Director	$0	$0	$0
JANE LAMPERT	MEMBER	2.0	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	$3,049,849	$2,933,930	$2,468,750	$115,919
2022	$2,492,040	$3,317,115	$1,550,718	$-825,075
2021	$2,953,195	$2,754,582	$1,927,835	$198,613
2020	$2,709,532	$2,966,344	$2,060,958	$-256,812
2019	$2,633,652	$2,978,274	$2,024,114	$-344,622
2018	$2,705,280	$2,853,903	$2,361,419	$-148,623

MELVIN J & CLAIRE LEVINE JEWISH RESIDENTIAL & FAMILY SERVICE OF PALM BEACH COUNTY