JEWISH FEDERATION OF FORT WORTH & TARRANT COUNTY (EIN 750808797) - 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

1956

Legal Domicile

Principal Officer

BARRY ABELS

Phone

8175690892

Tax Period

2023-09-01 to 2024-08-31

JEWISH FEDERATION OF FORT WORTH & TARRANT COUNTY, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $18.5M represent 115 months of operating reserves.

Mission

TO PROMOTE ENGAGED, AND SECURE JEWISH COMMUNITIES LOCALLY, IN ISRAEL, AND AROUNDTHE WORLD.

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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 $1,324,021

Program Service Revenue $31,395

Investment Income $576,391

Other Revenue $-3,505

TOTAL REVENUE $1,928,302

Expense Breakdown

Grants Paid $281,853

Salaries & Benefits $892,127

Fundraising Expenses $171,074

Program Expenses $1,255,728

Other Expenses $755,676

TOTAL EXPENSES $1,929,656

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,928,302	$2,464,800	-0.2%
Expenses	$1,929,656	$1,898,691	+0.0%
Net Income	$-1,354	$566,109	-1.0%

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

$127,987

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE HERMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNFIER LEVI	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID NUDLEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA ALKON	VP ADMINISTRATION	1.00	Officer Director	$0	$0	$0
ROBERT CHICOTSKY	VP CAMPAIGN	1.00	Officer Director	$0	$0	$0
BARBARA COHEN	VP COMMUNITY RELATIONS	1.00	Officer Director	$0	$0	$0
MICHAEL BERKOWITZ	VP RISK MANAGEMENT	1.00	Officer Director	$0	$0	$0
JEFF HOCHSTER	FOUNDATION CHAIR	1.00	Officer Director	$0	$0	$0
DR BARRY SCHNEIDER	JFS CHAIR	1.00	Officer Director	$0	$0	$0
TODD BLUMENFELD	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
JEFF ROTHSCHILD	DIRECTOR	1.00	Director	$0	$0	$0
KAL SILVERBERG	DIRECTOR	1.00	Director	$0	$0	$0
DR IRA HOLLANDER	DIRECTOR	1.00	Director	$0	$0	$0
ALY HALPERN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID EBERSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
CANTOR SHERI ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BEKERMAN	DIRECTOR	1.00	Director	$0	$0	$0
RABBI ANDREW BLOOM	DIRECTOR	1.00	Director	$0	$0	$0
JANE COHEN	DIRECTOR	1.00	Director	$0	$0	$0
CANTOR ELISA COHN	DIRECTOR	1.00	Director	$0	$0	$0
LANI GORDON	DIRECTOR	1.00	Director	$0	$0	$0
RABBI LEVI GUREVITCH	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
TATYANA KISIN	DIRECTOR	1.00	Director	$0	$0	$0
RABBI DOV MANDEL	DIRECTOR	1.00	Director	$0	$0	$0
ROGER MANDEL	DIRECTOR	1.00	Director	$0	$0	$0
DR ANDREW MILLER	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DR DAVID NARRETT	DIRECTOR	1.00	Director	$0	$0	$0
SARAH RUBINSON	DIRECTOR	1.00	Director	$0	$0	$0
RABBI BRIAN ZIMMERMAN	DIRECTOR	1.00	Director	$0	$0	$0
BARRY ABELS	EXECUTIVE DIRECTOR	40.00	Officer	$125,710	$2,277	$127,987
CAROLE ROGERS	JFS DIRECTOR	40.00	Highest	$152,742	$5,148	$157,890

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	$1,928,302	$1,929,656	$19,483,784	$-1,354
2023	$2,464,800	$1,898,691	$17,820,658	$566,109
2022	$2,103,388	$1,812,207	$17,444,122	$291,181
2021	$3,077,245	$2,013,101	$20,381,921	$1,064,144
2020	$1,574,145	$1,651,870	$17,551,859	$-77,725
2019	$2,116,547	$1,972,317	$17,100,749	$144,230
2018	$1,913,660	$1,917,981	$16,897,238	$-4,321
2017	$1,583,241	$1,817,265	$16,256,241	$-234,024

JEWISH FEDERATION OF FORT WORTH & TARRANT COUNTY