DONNA KLEIN JEWISH ACADEMY INC (EIN 651129890) - 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

2001

Legal Domicile

Principal Officer

DANA STRONG

Phone

5618523300

Tax Period

2023-07-01 to 2024-06-30

DONNA KLEIN JEWISH ACADEMY INC, founded in 2001, is a mid-sized nonprofit in the Education sector that reported $25.7M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.9M, a strong 19% operating margin.

Mission

MISSION: TO EDUCATE OUR CHILDREN AND THE GREATER DKJA COMMUNITY TO BE KNOWLEDGEABLE AND RESPONSIBLE CITIZENS OF THE WORLD COMMITTED TO JEWISH VALUES AND LIFELONG LEARNING.

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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 $4,292,585

Program Service Revenue $21,256,076

Investment Income $146,537

Other Revenue $8,778

TOTAL REVENUE $25,703,976

Expense Breakdown

Grants Paid $3,905,666

Salaries & Benefits $10,752,729

Fundraising Expenses $324,219

Program Expenses $16,738,198

Other Expenses $6,161,703

TOTAL EXPENSES $20,820,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,703,976	$21,254,553	+0.2%
Expenses	$20,820,098	$19,611,827	+0.1%
Net Income	$4,883,878	$1,642,726	+2.0%

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

191

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

$521,183

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SHARI HIER	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DR XIMENA LEVY	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH A DUNN	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY L KLEIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE LEBOWITZ	TRUSTEE	1.00	Director	$0	$0	$0
MYRNA GROSS	TRUSTEE	1.00	Director	$0	$0	$0
NATALIE LEDER	VICE PRESIDENT/SECRETARY	1.00	Officer Director	$0	$0	$0
PATTY BECK	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT GREENBERG	TRUSTEE	1.00	Director	$0	$0	$0
SHELLEY GOLD	TRUSTEE	1.00	Officer Director	$0	$0	$0
TALIA KLEIN	DEVELOPMENT CHAIR	1.00	Officer Director	$0	$0	$0
JONATHAN GALLER	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY STARR	TRUSTEE	1.00	Director	$0	$0	$0
JAMES ORLEANS	TRUSTEE	1.00	Director	$0	$0	$0
ALAN MIBAB	TREASURER	1.00	Director	$0	$0	$0
BOB PEARLMAN	TRUSTEE	1.00	Director	$0	$0	$0
DANA STRONG	PRESIDENT	1.00	Director	$0	$0	$0
TREVOR HIER	TRUSTEE	1.00	Director	$0	$0	$0
HELENA LEVINE	HEAD OF SCHOOL	45.00	Officer	$326,525	$29,896	$356,421
NORMA BROWN	CHIEF FINANCIAL OFFICER	40.00	Officer	$133,268	$31,494	$164,762
JOAN SILVERMAN	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$118,392	$31,377	$149,769
STEPHANIE BLOOM-WASHOFSKY	MS PRINCIPAL	40.00	Highest	$138,385	$0	$138,385
SHERRYL STEINBERG	DIRECTOR OF INSTITUTIONAL ADV.	40.00	Highest	$124,678	$11,938	$136,616
STEVEN SENFT BARRAGAN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$103,381	$3,543	$106,924

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	$25,703,976	$20,820,098	$21,738,604	$4,883,878
2023	$21,254,553	$19,611,827	$16,239,560	$1,642,726
2022	$18,845,500	$16,665,708	$11,405,685	$2,179,792
2021	$16,472,408	$14,281,365	$8,088,899	$2,191,043
2020	$14,919,898	$14,614,908	$6,372,300	$304,990
2019	$15,051,606	$15,563,984	$5,196,267	$-512,378
2018	$14,707,082	$15,571,827	$5,525,082	$-864,745

DONNA KLEIN JEWISH ACADEMY INC