THE HOUSTON JEWISH GERIATRIC FOUND… - 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

1991

Legal Domicile

Principal Officer

ROBERT CAPLAN

Phone

7137785700

Tax Period

2023-09-01 to 2024-08-31

THE HOUSTON JEWISH GERIATRIC FOUNDATION INC, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $814K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. Net assets of $15.2M represent 224 months of operating reserves.

Mission

TO OPERATE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY OPERATING IN CONNECTION WITH QUALIFIED ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $660,000

SUPPORT OF CHARITABLE, EDUCATIONAL AND RELIGIOUS ACTIVITIES OF QUALIFIED ORGANIZATIONS

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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 $0

Program Service Revenue $0

Investment Income $800,736

Other Revenue $12,961

TOTAL REVENUE $813,697

Expense Breakdown

Grants Paid $660,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $660,000

Other Expenses $155,435

TOTAL EXPENSES $815,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$813,697	$422,110	+0.9%
Expenses	$815,435	$133,642	+5.1%
Net Income	$-1,738	$288,468	-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

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
LARRY BUCK	TRUSTEE	Director	$0	$0	$0
BENJAMIN WARREN	TRUSTEE	Director	$0	$0	$0
JERRY PAYNE	TRUSTEE	Director	$0	$0	$0
ROBERT ZINN	TRUSTEE	Director	$0	$0	$0
LEONARD GOLDSTEIN	HONORARY PRESIDENT	Officer	$0	$0	$0
ROBERT CAPLAN	PRESIDENT	Officer	$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	No data	No data	No data	No data
2024	$813,697	$815,435	$15,221,768	$-1,738
2023	$422,110	$133,642	$14,074,509	$288,468
2022	$949,953	$128,144	$13,389,074	$821,809
2021	$1,497,818	$912,666	$14,776,139	$585,152
2020	$681,576	$2,833,882	$13,479,403	$-2,152,306
2019	$1,185,321	$3,811,291	$14,556,097	$-2,625,970
2018	$1,953,775	$778,095	$16,802,191	$1,175,680

THE HOUSTON JEWISH GERIATRIC FOUNDATION INC