JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC (EIN 720851575) - 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

1979

Legal Domicile

Principal Officer

ROSELLE UNGAR

Phone

5048318475

Tax Period

2024-01-01 to 2024-12-31

JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC, founded in 1979, is a community nonprofit in the Human Services sector that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

COUNSELING, CASE MANAGEMENT, SUICIDE PREVENTION EDUCATION, SENIOR CARE PLANNING, AND REFUGEES.

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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 $2,395,925

Program Service Revenue $336,019

Investment Income $58,038

Other Revenue $-5,146

TOTAL REVENUE $2,784,836

Expense Breakdown

Grants Paid $37,032

Salaries & Benefits $2,089,829

Fundraising Expenses $128,896

Program Expenses $2,094,542

Other Expenses $582,868

TOTAL EXPENSES $2,709,729

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,784,836	$2,467,616	+0.1%
Expenses	$2,709,729	$2,351,389	+0.2%
Net Income	$75,107	$116,227	-0.4%

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

$140,917

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID DULITZ MD	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBBIE PESSES	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRADLEY BAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY MERLIN GOLD	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROCHELLE ADLER EFFRON	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH AHLQUIST	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE ALLEN-HART	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE KASTON	SECRETARY	1.00	Officer Director	$0	$0	$0
SARA KOTTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
JORDAN LIEBERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MELINDA MINTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RABBI TODD SILVERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
HALLIE TIMM	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLIE WAINER	BOARD MEMBER	1.00	Director	$0	$0	$0
GINNY WISE	BOARD MEMBER	1.00	Director	$0	$0	$0
IAN H ZLATKISS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
GAIL CHALEW	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH KAHN	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA KAPLINSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN STREIFFER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL ALTMONT	BOARD MEMBER	1.00	Director	$0	$0	$0
RABBI MENDEL CEITLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM COHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARILYNN WOHLSTADTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN YELLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGOT YOST	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSELLE UNGAR	EXECUTIVE DIRECTOR	40.00	Officer	$129,067	$11,850	$140,917

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	$2,784,836	$2,709,729	$3,775,417	$75,107
2023	$2,467,616	$2,351,389	$3,574,298	$116,227
2022	$1,577,425	$1,641,636	$3,274,472	$-64,211
2021	$1,622,839	$1,501,019	$3,332,343	$121,820
2020	$1,698,275	$1,429,021	$2,959,921	$269,254
2019	$1,471,085	$1,504,224	$2,456,923	$-33,139
2018	$1,542,225	$1,523,214	$2,247,629	$19,011

JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC