JEWISH FEDERATION OF GREATER DALLAS (EIN 750800654) - 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

1911

Legal Domicile

Principal Officer

RABBI MORDECHAI HARRIS

Phone

2146155200

Tax Period

2023-08-01 to 2024-07-31

JEWISH FEDERATION OF GREATER DALLAS, founded in 1911, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.5M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 18% operating margin.

Mission

THE JEWISH FEDERATION OF GREATER DALLAS COORDINATES AND IMPLEMENTS FUNDRAISING, SOCIAL PLANNING, LEADERSHIP DEVELOPMENT AND COMMUNITY RELATIONS FOR THE JEWISH 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 $19,291,222

Program Service Revenue $0

Investment Income $366,907

Other Revenue $-197,919

TOTAL REVENUE $19,460,210

Expense Breakdown

Grants Paid $9,333,684

Salaries & Benefits $3,483,677

Fundraising Expenses $989,673

Program Expenses $13,615,056

Other Expenses $3,222,220

TOTAL EXPENSES $16,039,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,460,210	$14,021,841	+0.4%
Expenses	$16,039,581	$11,659,015	+0.4%
Net Income	$3,420,629	$2,362,826	+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

195

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

$827,006

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE BERGER	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
CANDY BROWN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
SUSAN CEDARS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
ROXY DIAMOND	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
MENDEL DUBRAWSKY	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JESSICA EMANUEL	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
ERIC FLEISS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
CYD FRIEDMAN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
MARSHALL FUNK	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
BOBBY GIBBS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JULIE HAYMANN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JOSH HOCHSCHULER	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
ANGELA HOROWITZ FRENCH	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
MEGAN HYMAN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
HYLTON JONAS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
PERRY KAUFMAN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
SHARRON LAIZERVICH	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
YURY MINTSKOVSKY	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DAN MORENOFF	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
LILLIAN PINKUS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
JONATHAN RUBENSTEIN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
SHANE STEIN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
CATHY SWEET BROOK	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
SHIRA WALLACH	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
BEN WEINSTEIN	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
LOUIS ZWEIG	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DOT HAYMANN	CHAIR	40.00	Officer Director	$0	$0	$0
BILL FINKELSTEIN	IMM PAST CHAIR	4.00	Officer Director	$0	$0	$0
SHERRY GOLDBERG	CHAIR ELECT	4.00	Officer Director	$0	$0	$0
GRANT HERLITZ	VICE CHAIR	4.00	Officer Director	$0	$0	$0
DEBBI LEVY ROTHSCHILD	VICE CHAIR	4.00	Officer Director	$0	$0	$0
JEFFREY WHITMAN	VICE CHAIR	4.00	Officer Director	$0	$0	$0
SHIVA BECK	SECRETARY	4.00	Officer Director	$0	$0	$0
DANIAL LEVITAN	TREASURER	4.00	Officer Director	$0	$0	$0
IGOR ALTERMAN	PRESIDENT/CEO	50.00	Officer	$297,418	$17,390	$314,808
ODESSA BEVERLY-JOHNSON	DIRECTOR OF BUS OPS AND FINANCE	40.00	Officer	$125,000	$22,500	$147,500
MORDECHAI HARRIS	CHIEF IMPACT OFFICER	50.00	Officer	$127,853	$56,500	$184,353
MELISSA REDDICK	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$15,583	$0	$15,583
LANCE YEAMAN	COO	40.00	Officer	$155,436	$9,326	$164,762
VINCE GAMMIERI	DIRECTOR OF INFORMATION SYSTEMS	40.00	Highest	$107,769	$6,466	$114,235
CARLY GILKMAN	SENIOR DIRECTOR CAMPAIGN	40.00	Highest	$123,500	$2,470	$125,970
WILLIAM HUMPHREY	DIRECTOR OF COMMUNITY SECURITY	50.00	Highest	$129,877	$13,729	$143,606

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	$19,460,210	$16,039,581	$25,307,784	$3,420,629
2023	$14,021,841	$11,659,015	$21,608,346	$2,362,826
2022	$13,289,235	$10,963,851	$19,263,014	$2,325,384
2021	$11,762,815	$10,827,329	$18,027,508	$935,486
2020	$12,944,519	$10,493,743	$17,207,387	$2,450,776
2019	$11,661,062	$11,434,501	$13,892,538	$226,561
2018	$11,604,153	$11,580,009	$14,131,749	$24,144

JEWISH FEDERATION OF GREATER DALLAS