JEWISH LOS ANGELES SPECIAL NEEDS FINANCIAL SERVICES INC (EIN 810820016) - 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

2015

Legal Domicile

Principal Officer

SANDOR SAMUELS

Phone

4243413344

Tax Period

2023-01-01 to 2023-12-31

JEWISH LOS ANGELES SPECIAL NEEDS FINANCIAL SERVICES INC, founded in 2015, is a small nonprofit in the Human Services sector that reported $491K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $463K left a modest 6% surplus.

Mission

The mission of the Jewish Los Angeles Special Needs Trust (JLA Trust) is to ensure that children and adults with disabilities are able to obtain a high quality of life by leveraging the power of community to assist with financial security and peace of mind. We are open to beneficiaries of all faiths and backgrounds.

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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 $321,724

Program Service Revenue $168,878

Investment Income $0

Other Revenue $0

TOTAL REVENUE $490,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $366,405

Fundraising Expenses $81,542

Program Expenses $208,970

Other Expenses $96,666

TOTAL EXPENSES $463,071

Year-over-Year Comparison

	2023	2022	Change
Revenue	$490,602	$417,225	+0.2%
Expenses	$463,071	$432,829	+0.1%
Net Income	$27,531	$-15,604	-2.8%

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

N/A

Employees

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

$76,150

Total Directors

$76,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE WOLF	Executive Dir.	37.00	Officer Director	$76,150	$0	$76,150
SANDOR SAMUELS	President	2.00	Officer Director	$0	$0	$0
YECHIEL GOLDBERG	Treasurer	0.50	Officer Director	$0	$0	$0
JANICE JAGER	Director	1.00	Director	$0	$0	$0
EREZ KABAKER	Director	1.00	Director	$0	$0	$0
STANLEY KANDEL	Director	1.00	Director	$0	$0	$0
BILL LEPLER	Director	1.00	Director	$0	$0	$0
DAVID POLLOCK	Director	1.00	Director	$0	$0	$0
BRENDA SHORKEND	Director	1.00	Director	$0	$0	$0
GABRIELLE ZADRA	Director	1.00	Director	$0	$0	$0
MAYRA WIENER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$490,602	$463,071	$233,476	$27,531
2022	$417,225	$432,829	$206,559	$-15,604
2021	$472,714	$409,301	$221,285	$63,413
2020	$427,236	$393,706	$159,113	$33,530
2019	$373,097	$337,946	$129,533	$35,151
2018	$206,664	$284,807	$93,676	$-78,143

JEWISH LOS ANGELES SPECIAL NEEDS FINANCIAL SERVICES INC