HOUSTON JEWISH FAMILY FOUNDATION (EIN 760240622) - 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

1987

Legal Domicile

Principal Officer

LAUREN SEGAL FOSTER

Phone

7136679336

Tax Period

2024-01-01 to 2024-12-31

HOUSTON JEWISH FAMILY FOUNDATION, founded in 1987, is a community nonprofit in the Human Services sector that reported $3.3M in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.0M, a strong 61% operating margin.

Mission

SUPPORTING ORGANIZATION OF JEWISH FAMILY SERVICE

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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 $2,051,640

Program Service Revenue $0

Investment Income $1,229,973

Other Revenue $0

TOTAL REVENUE $3,281,613

Expense Breakdown

Grants Paid $1,076,140

Salaries & Benefits $0

Fundraising Expenses $29,254

Program Expenses $1,076,140

Other Expenses $187,517

TOTAL EXPENSES $1,263,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,281,613	$11,250,009	-0.7%
Expenses	$1,263,657	$867,540	+0.5%
Net Income	$2,017,956	$10,382,469	-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

N/A

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

$298,656

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB LEON	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DONALD FREEDMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAUREN SEGAL FOSTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBORAH SOPHER	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP TENENBAUM	DIRECTOR	1.00	Director	$0	$0	$0
LARRY READER	TREASURER	1.00	Officer Director	$0	$0	$0
SHIRLEY TOOMIM	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN WARREN	DIRECTOR	1.00	Director	$0	$0	$0
JOY KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SHEFFIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDI WOLF	DIRECTOR	1.00	Director	$0	$0	$0
CARL E JOSEHART	DIRECTOR	1.00	Director	$0	$43,523	$298,656
CAROLYN KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
CAROL GOLDBERG	DIRECTOR	1.00	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
2024	$3,281,613	$1,263,657	$32,175,694	$2,017,956
2023	$11,250,009	$867,540	$28,882,029	$10,382,469
2022	$5,364,100	$521,246	$15,230,954	$4,842,854
2021	$4,711,069	$488,251	$12,727,915	$4,222,818
2020	$1,829,334	$409,456	$7,788,382	$1,419,878
2020	$1,829,334	$409,456	$7,788,382	$1,419,878
2019	$435,636	$362,880	$6,076,053	$72,756
2018	$1,330,122	$421,270	$5,295,021	$908,852

HOUSTON JEWISH FAMILY FOUNDATION