JEWISH ENDOWMENT FOUNDATION (EIN 720638456) - 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

1967

Legal Domicile

Principal Officer

R JUSTIN GARON

Phone

5045244559

Tax Period

2024-01-01 to 2024-12-31

JEWISH ENDOWMENT FOUNDATION, founded in 1967, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.3M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 24% operating margin.

Mission

THE JEWISH ENDOWMENT FOUNDATION OF LOUISIANA (JEF), CHARTERED IN 1967, ENSURES A SECURE FUTURE AND AN ENDURING LEGACY BY SERVING AS AN ESSENTIAL RESOURCE FOR JEWISH AND NON-JEWISH PHILANTHROPY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,925,273

Program Service Revenue $0

Investment Income $2,206,924

Other Revenue $180,791

TOTAL REVENUE $9,312,988

Expense Breakdown

Grants Paid $6,095,235

Salaries & Benefits $463,063

Fundraising Expenses $237,379

Program Expenses $6,230,748

Other Expenses $511,978

TOTAL EXPENSES $7,070,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,312,988	$7,367,325	+0.3%
Expenses	$7,070,276	$6,121,646	+0.2%
Net Income	$2,242,712	$1,245,679	+0.8%

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

$173,808

Total Directors

$219,722

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT FRENCH	FEDERATION CEO	1.00	Director	$0	$15,750	$219,722
ALAN FRANCO	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT B BRICKMAN	EXECUTIVE VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JILL ISRAEL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK S STEIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MORRIS MINTZ	TREASURER	2.00	Officer Director	$0	$0	$0
EDWARD L SOLL MD	SECRETARY	2.00	Officer Director	$0	$0	$0
MARA BAUMGARTEN FORCE	AT-LARGE BOARD MEMBER	2.00	Director	$0	$0	$0
MORTON KATZ	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSICA BACH	DIRECTOR	1.00	Director	$0	$0	$0
JOAN BROOKS COX	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DULITZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN GIARRUSSO	DIRECTOR	1.00	Director	$0	$0	$0
CATHY GLASER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY GOOD	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GREEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HASPEL	DIRECTOR	1.00	Director	$0	$0	$0
SHELLIE JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA LICHTMAN	DIRECTOR	1.00	Director	$0	$0	$0
HARRY LOWENBURG	DIRECTOR	1.00	Director	$0	$0	$0
LAURENCE MANSHEL	DIRECTOR	1.00	Director	$0	$0	$0
SIDNEY C PULITZER JR	DIRECTOR	1.00	Director	$0	$0	$0
LEON RITTENBERG III	DIRECTOR	1.00	Director	$0	$0	$0
DANA SHEPARD	DIRECTOR	1.00	Director	$0	$0	$0
ELLIE WAINER	DIRECTOR	1.00	Director	$0	$0	$0
GARY ZOLLER	DIRECTOR	1.00	Director	$0	$0	$0
MAX ZWAIN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN LAKE	FEDERATION PRESIDENT	1.00	Officer Director	$0	$0	$0
MAUREEN GERSHANIK	DIRECTOR	1.00	Director	$0	$0	$0
MARK HELLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ISRAEL	DIRECTOR	1.00	Director	$0	$0	$0
MARK KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
EMILY KUPPERMAN	DIRECTOR	1.00	Director	$0	$0	$0
ALAN POSNER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WILKINS	DIRECTOR	1.00	Director	$0	$0	$0
GARY LESSELL	DIRECTOR	1.00	Director	$0	$0	$0
R JUSTIN GARON	EXECUTIVE DIRECTOR	40.00	Officer	$160,851	$12,957	$173,808

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	$9,312,988	$7,070,276	$100,051,386	$2,242,712
2023	$7,367,325	$6,121,646	$92,304,490	$1,245,679
2022	$15,593,156	$6,845,303	$85,038,091	$8,747,853
2021	$9,096,206	$6,915,257	$92,360,141	$2,180,949
2020	$20,397,840	$6,008,018	$82,341,177	$14,389,822
2019	$8,214,629	$4,762,102	$63,365,179	$3,452,527
2019	$8,214,629	$4,762,102	$63,365,179	$3,452,527
2018	$7,538,586	$6,750,877	$53,450,189	$787,709

JEWISH ENDOWMENT FOUNDATION