GOLDEN MANOR INC DBA SAN ANTONIO J… - Form 990 Financial Data

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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

1956

Legal Domicile

Principal Officer

STACEY KLINE SCHWARTZ

Phone

2106164811

Tax Period

2023-01-01 to 2023-12-31

GOLDEN MANOR INC DBA SAN ANTONIO JEWISH SENIOR SERVICES, founded in 1956, is a small nonprofit in the Health Care sector that reported $819K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $316K, a strong 39% operating margin.

Mission

SAN ANTONIO JEWISH SENIOR SERVICES WORKS TO ADDRESS THE NEEDS AND ENRICH THE QUALITY OF LIFE OF S.A. JEWISH OLDER ADULTS AND THEIR FAMILIES. SAJSS WORKS TO MAKE LIFE BETTER FOR JEWISH OLDER ADULTS BY FOSTERING CONNECTIONS WITH BOTH THE JEWISH AND BROADER S.A. COMMUNITY AND THE RESOURCES THEY PROVIDE. STUDIES HAVE SHOWN THAT ISOLATION, LONELINESS, AND DEPRESSION LEAD TO ACCELERATING DECLINE IN HEALTH AND WELL-BEING FOR OLDER ADULTS. OUR PROGRAMS, KEEP OLDER ADULTS CONNECTED TO THE S.A. JEWISH COMMUNITY WHERE THEY ARE ENGAGED AND VALUED. SAJSS PROGRAMS INCLUDE TRANSPORTATION, WEEKLY CHECK-IN PHONE CALLS, WEEKLY SHABBAT AND HOLIDAY FOOD AND SPECIAL ITEM DELIVERIES, GAME ON, MUSEUM VISITS, HOLIDAY BAKING EVENTS, CAREGIVERS AND GRIEF SUPPORT GROUPS, WEEKLY E-NEWSLETTERS, MONTHLY NEWSLETTERS, INFO AND REFERRAL SERVICES. SAJSS HOSTS MONTHLY JEWISH CHATS AT SOME OF THE LOCAL SENIOR LIVING FACILITIES.

Program Service Accomplishments

Program 1

Expenses: $391,944

1. PROVIDE AND COORDINATE RELIGIOUS, CULTURAL, AND SOCIAL ACTIVITIES TO FOSTER THE CONNECTION BETWEEN OLDER ADULTS AND THE BROADER JEWISH COMMUNITY.2. PROVIDE TRANSPORTATION FOR OLDER ADULTS IN THE JEWISH COMMUNITY TO HEALTHCARE APPOINTMENTS, RELIGIOUS SERVICES, SOCIAL, EDUCATIONAL, AND CULTURAL PROGRAMS, AND OTHER ACTIVITIES IN THE JEWISH COMMUNITY.3. PARTNER WITH OTHER LOCAL JEWISH ORGANIZATIONS ON OLDER ADULT PROGRAMMING AND SUPPORT.4. PROVIDE AN INFORMATION AND REFERRAL PROGRAM FOR OLDER ADULTS, THEIR FAMILIES AND CAREGIVERS.5. COORDINATE RELIGIOUS, SOCIAL, CULTURAL AND EDUCATIONAL ACTIVITIES FOR OLDER ADULTS IN THE COMMUNITY.

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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 $720,352

Program Service Revenue $0

Investment Income $50,244

Other Revenue $48,580

TOTAL REVENUE $819,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $350,194

Fundraising Expenses $73,382

Program Expenses $391,944

Other Expenses $152,958

TOTAL EXPENSES $503,152

Year-over-Year Comparison

	2023	2022	Change
Revenue	$819,176	$725,513	+0.1%
Expenses	$503,152	$456,466	+0.1%
Net Income	$316,024	$269,047	+0.2%

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

126

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

$149,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBI JALNOS	CHAIR	4.00	Officer Director	$0	$0	$0
ALLAN SMITH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SHERIE TRAKHTENBROIT	SECRETARY	2.00	Officer Director	$0	$0	$0
DEBBY ZUCKER	TREASURER	2.00	Officer Director	$0	$0	$0
ALVIN LOEWENBERG	DIRECTOR, IMMEDIATE PAST CHAIR	2.00	Director	$0	$0	$0
SHARON CONTIE	DIRECTOR	2.00	Director	$0	$0	$0
FREIDA DONZIS	DIRECTOR	2.00	Director	$0	$0	$0
MINDY EISEN	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD FEINBERG	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA LYONS	DIRECTOR	2.00	Director	$0	$0	$0
JANICE PENNER	DIRECTOR	2.00	Director	$0	$0	$0
RIVKA SCHECHTER	DIRECTOR	2.00	Director	$0	$0	$0
ARLENE STARR	DIRECTOR	2.00	Director	$0	$0	$0
RUTHIE WURZBURG	DIRECTOR	2.00	Director	$0	$0	$0
BETTY ADLER	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
RICHARD ALTERMAN	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
MIKE KELNE	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
SHARI PULMAN	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
BENNETT STAHL	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
JIMMY L TOUBIN	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
ALICE TROY	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
PERRY WULFE	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
DICK WURZBURG	DIRECTOR, PAST CHAIR	2.00	Director	$0	$0	$0
STACEY KLINE SCHWARTZ	CEO	40.00	Officer	$149,300	$0	$149,300

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	No data	No data	No data	No data
2023	$819,176	$503,152	$2,893,835	$316,024
2022	$725,513	$456,466	$2,338,395	$269,047
2021	$778,449	$510,425	$2,447,469	$268,024
2020	$968,324	$445,290	$2,164,061	$523,034
2019	$772,829	$482,756	$1,650,889	$290,073

GOLDEN MANOR INC DBA SAN ANTONIO JEWISH SENIOR SERVICES