Dallas Jewish Historical Society (EIN 752156817) - 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

1971

Legal Domicile

Principal Officer

Jeanette Pincus

Phone

2147704314

Tax Period

2024-07-01 to 2025-06-30

Dallas Jewish Historical Society, founded in 1971, is a small nonprofit in the Arts, Culture & Humanities sector that reported $303K in total revenue in fiscal year 2024. Expenses of $447K exceeded revenue, resulting in a 48% operating deficit.

Mission

Educate the general public on contributions made by past generations of Jewish immigrants to Dallas as well as those contributions made by current jewish residents of Dallas.

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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 $154,694

Program Service Revenue $72,192

Investment Income $34,691

Other Revenue $41,264

TOTAL REVENUE $302,841

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $168,088

Fundraising Expenses $20,396

Program Expenses $117,104

Other Expenses $254,370

TOTAL EXPENSES $447,458

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,841	$299,385	+0.0%
Expenses	$447,458	$381,500	+0.2%
Net Income	$-144,617	$-82,115	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeanette Pincus	President	0.50	Officer Director	$0	$0	$0
Rhonda Duchin	1st VP	0.50	Officer Director	$0	$0	$0
Lauri Prengler	2nd VP	0.50	Officer Director	$0	$0	$0
Chip Munchin	Treas	0.50	Officer Director	$0	$0	$0
Jo Reingold	Secretary	0.50	Officer Director	$0	$0	$0
Reuben Davidsohn	At-large	0.00	Director	$0	$0	$0
Mitch Meyers	At-large	0.00	Director	$0	$0	$0
Stuart Rosenfield	Immediate Past President	0.00	Officer Director	$0	$0	$0

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
2025	$302,841	$447,458	$484,810	$-144,617
2024	$299,385	$268,675	$629,281	$30,710
2022	$414,109	$166,908	$489,081	$247,201
2021	$236,449	$171,162	$235,974	$65,287
2020	$151,775	$193,842	$118,865	$-42,067
2019	$230,232	$234,672	$162,249	$-4,440
2018	$218,678	$212,394	$163,314	$6,284

Dallas Jewish Historical Society