JEWISH GEN INC C/O MUSEUM OF JEWISH HERITAGE (EIN 760493072) - 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

1996

Legal Domicile

Principal Officer

BRUCE C RATNER

Phone

6464374200

Tax Period

2022-07-01 to 2023-06-30

JEWISH GEN INC C/O MUSEUM OF JEWISH HERITAGE, founded in 1996, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $334K, a strong 18% operating margin.

Mission

TO PRESERVE OUR JEWISH FAMILY HISTORY AND HERITAGE FOR FUTURE GENERATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,860,731

Program Service Revenue $0

Investment Income $49

Other Revenue $0

TOTAL REVENUE $1,860,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $420,393

Fundraising Expenses $0

Program Expenses $1,142,566

Other Expenses $1,106,887

TOTAL EXPENSES $1,527,280

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,860,780	$3,084,275	-0.4%
Expenses	$1,527,280	$1,021,441	+0.5%
Net Income	$333,500	$2,062,834	-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

200

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

$358,804

Total Directors

$358,804

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE C RATNER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
PETER S KALIKOW	DIRECTOR	2.00	Director	$0	$0	$0
E RANDOL SCHOENBERG	DIRECTOR	2.00	Director	$0	$0	$0
JACK KLIGER	PRESIDENT & CEO OF MJH	2.00	Officer Director	$0	$9,150	$358,804
AVRAHAM Z GROLL	EXECUTIVE DIRECTOR	40.00	Highest	$166,044	$35,273	$201,317

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
2023	$922,070	$503,252	No data	$418,818
2023	$1,860,780	$1,527,280	$1,613,497	$333,500
2022	$3,084,275	$1,021,441	$1,748,456	$2,062,834
2021	$1,546,727	$988,551	$2,312,370	$558,176
2020	$1,175,866	$1,322,885	$1,256,339	$-147,019
2019	$929,852	$1,281,843	$1,199,927	$-351,991
2018	$943,320	$1,242,115	$600,649	$-298,795

JEWISH GEN INC C/O MUSEUM OF JEWISH HERITAGE