JEWISH SENIOR LIVING GROUP (EIN 800291740) - 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

2008

Legal Domicile

Principal Officer

JIM KOSHLAND

Phone

4155622600

Tax Period

2022-07-01 to 2023-06-30

JEWISH SENIOR LIVING GROUP, founded in 2008, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2022. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $4.3M left a modest 6% surplus.

Mission

TO PROMOTE THE PROVISION OF JEWISH LIVING SERVICES, FACILITIES, AND AGING SERVICES IN NORTHERN CALIFORNIA BY PROVIDING SERVICES DESIGNED TO ASSIST THE SUPPORTED CHARITIES IN THEIR OWN OPERATIONS.

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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 $0

Program Service Revenue $4,607,877

Investment Income $0

Other Revenue $2,595

TOTAL REVENUE $4,610,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,835,236

Fundraising Expenses $0

Program Expenses $3,741,573

Other Expenses $1,480,603

TOTAL EXPENSES $4,315,839

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,610,472	$7,914,995	-0.4%
Expenses	$4,315,839	$9,249,615	-0.5%
Net Income	$294,633	$-1,334,620	-1.2%

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

$636,313

Total Directors

Key Employees

$622,095

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES KOSHLAND	CHAIR, INTERIM PRESIDENT & CEO	1.00	Officer Director	$0	$0	$0
DAVID FRIEDMAN	SECRETARY, IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL EISLER	TRUSTEE	1.00	Director	$0	$0	$0
STEVE FAYNE	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA MACIEIRA KAUFMAN	TRUSTEE	1.00	Director	$0	$0	$0
MARY CONNICK	TREASURER AND CFO	4.00	Officer	$625,506	$10,807	$636,313
MICHAEL SKAFF	CIO (THROUGH 2/2023)	5.00	Key Emp	$358,783	$18,755	$377,538
KEVIN BEUTLER	CHIEF HUMAN RESOURCES OFFICER	2.00	Key Emp	$239,997	$4,560	$244,557
TERRENCE SCOTT	CONTROLLER (THROUGH 7/2022)	4.00	Highest	$207,940	$7,926	$215,866
ROSABELLA BRAY	DIRECTOR, PATIENT FINANCIAL SERVICES	2.00	Highest	$168,100	$23,782	$191,882
HELEN TAM	DIRECTOR, FP&A	2.00	Highest	$168,918	$20,407	$189,325
GLORIA CATTERALL	RECRUITING MANAGER	1.00	Highest	$144,186	$5,367	$149,553
JOHN PIOTROWSKI	IT PROGRAM OFFICE MANAGER	4.00	Highest	$139,354	$6,486	$145,840
DANIEL RUTH	FORMER PRES. & CEO (THROUGH 2/2022)	0.00		$805,770	$7,023	$812,793
SHERIE KOSHOVER	FORMER CAO (THROUGH 3/2021)	0.00		$347,821	$0	$347,821

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	$523,577	$206,916	No data	$316,661
2023	$4,610,472	$4,315,839	$842,841	$294,633
2022	$7,914,995	$9,249,615	$2,174,158	$-1,334,620
2021	$9,175,842	$8,443,297	$2,756,319	$732,545
2020	$8,939,808	$8,750,229	$2,332,058	$189,579
2019	$8,733,647	$8,366,767	$2,331,210	$366,880
2018	$8,413,389	$9,170,493	$1,924,458	$-757,104

JEWISH SENIOR LIVING GROUP