Jewish Federation of Greater Houston (EIN 741109654) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1940

Legal Domicile

Principal Officer

Renee Wizig-Barrios

Phone

7137297000

Tax Period

2023-09-01 to 2024-08-31

Jewish Federation of Greater Houston, founded in 1940, is a mid-sized nonprofit that reported $29.1M in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.8M, a strong 17% operating margin.

Mission

The Jewish Federation of Greater Houston mobilizes and activates initiatives and relationships to promote Houston's Jewish future through fund development and resource allocations, collaborative network initiatives, and community connections.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $28,217,222

Program Service Revenue $438,265

Investment Income $438,467

Other Revenue $0

TOTAL REVENUE $29,093,954

Expense Breakdown

Grants Paid $16,833,130

Salaries & Benefits $4,178,313

Fundraising Expenses $1,953,700

Program Expenses $20,010,536

Other Expenses $3,265,473

TOTAL EXPENSES $24,276,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,093,954	$17,586,596	+0.7%
Expenses	$24,276,916	$16,985,096	+0.4%
Net Income	$4,817,038	$601,500	+7.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

500

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

$620,460

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robin Stein	Board Chair	5.00	Officer Director	$0	$0	$0
Jared Dubin	Vice Chair - Planning	2.00	Officer Director	$0	$0	$0
Sandra Finkelman	Vice Chair - Development	2.00	Officer Director	$0	$0	$0
Joe Kaplan	Vice Chair - Special Projects	2.00	Officer Director	$0	$0	$0
Melanie Lowther	Secretary, Treasurer	2.00	Officer Director	$0	$0	$0
Sasha Alexander	Trustee	1.00	Director	$0	$0	$0
Lauren Blachman	Trustee	1.00	Director	$0	$0	$0
Susan Bono	Trustee	1.00	Director	$0	$0	$0
Debra Cohen	Trustee	1.00	Director	$0	$0	$0
Hilary Cohen	Trustee	1.00	Director	$0	$0	$0
Eric Danziger	Trustee	1.00	Director	$0	$0	$0
Barry Diner	Trustee	1.00	Director	$0	$0	$0
Jen Fink	Trustee	1.00	Director	$0	$0	$0
Sarah Fort	Trustee	1.00	Director	$0	$0	$0
Nicole Gibson	Trustee	1.00	Director	$0	$0	$0
Raquel Goldberg	Trustee	1.00	Director	$0	$0	$0
Dori Goldman	Trustee	1.00	Director	$0	$0	$0
Luis Gomar	Trustee	1.00	Director	$0	$0	$0
Oren Hayon	Trustee	1.00	Director	$0	$0	$0
Elyse Spector Kalmans	Trustee	1.00	Director	$0	$0	$0
Lewis Kalmans	Trustee	1.00	Director	$0	$0	$0
Debbie Karakowsky	Trustee	1.00	Director	$0	$0	$0
Rose Kreditor	Trustee	1.00	Director	$0	$0	$0
Bobby Lapin	Trustee	1.00	Director	$0	$0	$0
Norri Leder	Trustee	1.00	Director	$0	$0	$0
Bruce Levy	Trustee	1.00	Director	$0	$0	$0
Rachael Levy	Trustee	1.00	Director	$0	$0	$0
Rebecca Luks	Trustee	1.00	Director	$0	$0	$0
Oren Mushin	Trustee	1.00	Director	$0	$0	$0
Hy Penn	Trustee	1.00	Director	$0	$0	$0
Max Reichenthal	Trustee	1.00	Director	$0	$0	$0
Russ Robinson	Trustee	1.00	Director	$0	$0	$0
Lindsay Schmulen	Trustee	1.00	Director	$0	$0	$0
Rob Shoss	Trustee	1.00	Director	$0	$0	$0
Randi Sonenshein	Trustee	1.00	Director	$0	$0	$0
Rima Soroka	Trustee	1.00	Director	$0	$0	$0
Rick Stein	Trustee	1.00	Director	$0	$0	$0
Sam Stein	Trustee	1.00	Director	$0	$0	$0
Rachel Strauss	Trustee	1.00	Director	$0	$0	$0
Jill Talisman	Trustee	1.00	Director	$0	$0	$0
Gavriel Toso	Trustee	1.00	Director	$0	$0	$0
Mark Trachtenberg	Trustee	1.00	Director	$0	$0	$0
Haya Varon	Trustee	1.00	Director	$0	$0	$0
Benjamin Warren	Trustee	1.00	Director	$0	$0	$0
Dolores Wilkenfeld	Trustee	1.00	Director	$0	$0	$0
Marni Zarin	Trustee	1.00	Director	$0	$0	$0
Renee Wizig-Barrios	President/CEO	60.00	Officer	$368,900	$21,944	$390,844
Boris Siperstein	CFOO	60.00	Officer	$215,600	$14,016	$229,616
Taryn Baranowski	Chief Marketing Officer	40.00	Highest	$152,410	$12,082	$164,492
Suzanne Jacobson	Sr. VP - Major Gifts	50.00	Highest	$213,256	$9,736	$222,992
Jessica Segal	Chief Impact Officer	40.00	Highest	$152,432	$16,234	$168,666
Karyn Ullman	Chief Philanthropy Officer	40.00	Highest	$238,500	$11,022	$249,522
Ari Rosen	Dir. of Philanthropy - Campaign	40.00	Highest	$116,000	$15,143	$131,143

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	$29,093,954	$24,276,916	$17,073,112	$4,817,038
2023	$17,586,596	$16,985,096	$12,835,481	$601,500
2022	$16,577,671	$15,821,266	$13,426,779	$756,405
2021	$16,157,692	$13,884,324	$13,164,896	$2,273,368
2020	$13,542,085	$12,572,443	$14,278,712	$969,642
2019	$13,995,779	$19,851,939	$14,008,489	$-5,856,160
2018	$32,939,289	$30,240,931	$17,651,559	$2,698,358

Jewish Federation of Greater Houston