JEWISH FAMILY SERVICE (EIN 741152607) - 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

1913

Legal Domicile

Principal Officer

CARL E JOSEHART

Phone

7136679336

Tax Period

2024-01-01 to 2024-12-31

JEWISH FAMILY SERVICE, founded in 1913, is a mid-sized nonprofit in the Human Services sector that reported $12.9M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

COMPREHENSIVE SOCIAL SERVICES FOR INDIVIDUALS, FAMILIES, AND CHILDREN

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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 $11,543,461

Program Service Revenue $1,167,048

Investment Income $211,361

Other Revenue $27,482

TOTAL REVENUE $12,949,352

Expense Breakdown

Grants Paid $4,135,118

Salaries & Benefits $5,411,402

Fundraising Expenses $1,355,464

Program Expenses $10,410,071

Other Expenses $3,342,338

TOTAL EXPENSES $12,888,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,949,352	$9,632,696	+0.3%
Expenses	$12,888,858	$10,500,647	+0.2%
Net Income	$60,494	$-867,951	-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

121

Volunteers

459

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

$852,882

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN KAPLAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
VIKKI EVANS	ASSISTANT SECRETARY	6.00	Officer Director	$0	$0	$0
PHIL COHEN	VP OF DEVELOPMENT	2.00	Officer Director	$0	$0	$0
SANDI WOLF	IMMEDIATE PAST PRES	6.00	Officer Director	$0	$0	$0
SASHA ALEXANDER	SECRETARY	2.00	Officer Director	$0	$0	$0
JAY EPSTEIN	TREASURER	2.00	Officer Director	$0	$0	$0
COURTNEY GARSON	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE SHELBY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MAZVINSKY	DIRECTOR	2.00	Director	$0	$0	$0
MARCY MARGOLIS	BOARD ENGAGEMENT	1.00	Officer Director	$0	$0	$0
SUSAN FARB MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN RISCH	DIRECTOR	5.00	Director	$0	$0	$0
GREG LEWIS	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ELLEN BRODSKY GABER	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN GEMEINHARDT	VP OF ADMINISTRATION	1.00	Officer Director	$0	$0	$0
MICHAEL RICHKER	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH SOPHER	DIRECTOR	1.00	Director	$0	$0	$0
AILEEN WEYCER	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE WOLF	DIRECTOR	1.00	Director	$0	$0	$0
RORI FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
MARC OSTER	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM TRIMBLE	DIRECTOR	1.00	Director	$0	$0	$0
JAN MILLER	VP PROGRAM SERVICES	1.00	Officer Director	$0	$0	$0
SUSAN SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
EMILY FREEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
LAINIE GORDON	DIRECTOR	1.00	Director	$0	$0	$0
LARRY JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SEGAL	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KAREN EDELMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHAYNA ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
YARDEN FINDER	DIRECTOR	1.00	Director	$0	$0	$0
RABBI ADRIENNE SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH BONIUK	DIRECTOR	1.00	Director	$0	$0	$0
JULIE GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA GINSBURG	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN PATT	DIRECTOR	1.00	Director	$0	$0	$0
SUNNI MARKOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
SILVIA RIFF	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
APRIL LOVE	DIRECTOR	1.00	Director	$0	$0	$0
ADA CHEUNG	CHIEF CLINICAL OFFICER	40.00	Officer	$128,396	$20,609	$149,005
RACHEL DAVIS	CHIEF PHILANTHROPY OFFICER	40.00	Officer	$185,870	$17,148	$203,018
TAMMY HOPWOOD	CHIEF FINANCIAL OFFICER	40.00	Officer	$179,680	$22,523	$202,203
CARL E JOSEHART	CHIEF EXECUTIVE OFFICER	40.00	Officer	$255,133	$43,523	$298,656
DENISE GARCIA	DIRECTOR OF ACCTG AND FINANCE	40.00	Highest	$124,888	$18,163	$143,051

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	$12,949,352	$12,888,858	$12,782,535	$60,494
2023	$9,632,696	$10,500,647	$12,244,390	$-867,951
2022	$8,915,069	$11,263,877	$13,037,401	$-2,348,808
2021	$11,731,344	$10,786,765	$14,992,275	$944,579
2020	$11,111,592	$9,161,662	$14,601,288	$1,949,930
2019	$7,863,690	$9,267,563	$12,040,991	$-1,403,873
2018	$13,958,434	$13,768,047	$13,423,084	$190,387

JEWISH FAMILY SERVICE