YOUNGSTOWN AREA JEWISH FOUNDATION

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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

2018

Legal Domicile

Principal Officer

ANDREW LIPKIN

Phone

3307463250

Tax Period

2023-01-01 to 2023-12-31

YOUNGSTOWN AREA JEWISH FOUNDATION, founded in 2018, is a community nonprofit in the Religion sector that reported $4.6M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 29% operating margin.

Mission

TO ADVANCE, PROMOTE AND SUPPORT THE CHARITABLE PURPOSES OF THE YOUNGSTOWN AREA JEWISHCOMMUNITY BOARD AND THE YOUNGSTOWN AREA JEWISH FEDERATION

Program Service Accomplishments

Program 1

Expenses: $3,296,830

TO ADVANCE, PROMOTE AND SUPPORT THE CHARITABLE PURPOSES OF THE YOUNGSTOWN AREA JEWISH COMMUNITY BOARD AND THE YOUNGSTOWN AREA JEWISH FEDERATION.

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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 $2,356,461

Program Service Revenue $0

Investment Income $2,080,498

Other Revenue $205,274

TOTAL REVENUE $4,642,233

Expense Breakdown

Grants Paid $3,296,830

Salaries & Benefits $0

Fundraising Expenses $198

Program Expenses $3,296,830

Other Expenses $198

TOTAL EXPENSES $3,297,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,642,233	$3,388,381	+0.4%
Expenses	$3,297,028	$4,885,323	-0.3%
Net Income	$1,345,205	$-1,496,942	-1.9%

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

$399,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY WEISS	PRESIDENT OF THE BOARD	2.00	Officer Director	$0	$0	$0
RACHEL KAY	BOARD MEMBER	2.00	Director	$0	$0	$0
LEE BURDMAN	TREASURER	2.00	Director	$0	$0	$0
MARC RUBIN	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN SOKOLOV	BOARD MEMBER	2.00	Director	$0	$0	$0
ELLIOTT LEGOW	BOARD MEMBER	2.00	Director	$0	$0	$0
SUZANNE WINICK	SECRETARY	2.00	Director	$0	$0	$0
ANDREW LIPKIN	CEO	1.00	Officer	$0	$35,500	$205,147
DAVID J STAUFFER	CFO	1.00	Officer	$0	$34,101	$194,017

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	No data	No data	No data	No data
2023	$4,642,233	$3,297,028	$51,648,892	$1,345,205
2022	$3,388,381	$4,885,323	$47,273,453	$-1,496,942
2021	$4,586,174	$6,105,020	$57,003,895	$-1,518,846
2020	$4,651,622	$3,026,428	$51,528,574	$1,625,194
2019	$43,020,300	$2,741,514	$47,609,157	$40,278,786