JEWISH FEDERATION OF NEW MEXICO (EIN 850158242) - 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

1948

Legal Domicile

Principal Officer

ROBERT EFROYMSON

Phone

5058213214

Tax Period

2022-01-01 to 2022-12-31

JEWISH FEDERATION OF NEW MEXICO, founded in 1948, is a small nonprofit that reported $310K in total revenue in fiscal year 2022. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $862K exceeded revenue, resulting in a 178% operating deficit.

Mission

PARTNER WITH JEWISH ORGANIZATIONS TO MEET THE NEEDS OF JEWS IN NEW MEXICO, ISRAEL, AND WORLDWIDE THROUGH LEADERSHIP, PHILANTHROPY, EDUCATION, AND SOCIAL ACTION.

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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 $290,587

Program Service Revenue $18,229

Investment Income $83

Other Revenue $800

TOTAL REVENUE $309,699

Expense Breakdown

Grants Paid $109,479

Salaries & Benefits $350,632

Fundraising Expenses $26,974

Program Expenses $722,740

Other Expenses $401,605

TOTAL EXPENSES $861,716

Year-over-Year Comparison

	2022	2021	Change
Revenue	$309,699	$913,580	-0.7%
Expenses	$861,716	$1,238,165	-0.3%
Net Income	$-552,017	$-324,585	+0.7%

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

$171,907

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARRIS BALKIN	DIRECTOR	2.00	Director	$0	$0	$0
ARLENE BERENSON	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD HAMMER	DIRECTOR	2.00	Director	$0	$0	$0
BETTY HARVIE	DIRECTOR	2.00	Director	$0	$0	$0
ETTI NOVAT	DIRECTOR	2.00	Director	$0	$0	$0
MARINA ARBETMAN RABINOWITZ	DIRECTOR	2.00	Director	$0	$0	$0
ISRAEL SUSHMAN	DIRECTOR	2.00	Director	$0	$0	$0
NANCY TERR	DIRECTOR	2.00	Director	$0	$0	$0
JORGIE WINSBERG	DIRECTOR	2.00	Director	$0	$0	$0
LONNIE ZARUM	DIRECTOR	2.00	Director	$0	$0	$0
MARVIN GOTTLIEB	DIRECTOR	2.00	Director	$0	$0	$0
JON BELL CPA	TREASURER	4.00	Officer Director	$0	$0	$0
MIMI EFROYMSON	VP/SECRETARY	4.00	Officer Director	$0	$0	$0
EDIE BLAUGRUND	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
DAVID BLACHER	CO PRESIDENT	4.00	Officer Director	$0	$0	$0
ROBERT EFROYMSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
SABRA MINKUS	IMMEDIATE PA	4.00	Officer Director	$0	$0	$0
ROBERT LENNICK	EXECUTIVE DI	50.00	Officer	$105,835	$5,687	$111,522
KRISTEN GURULE	DIR OF FINAN	40.00	Officer	$55,239	$5,146	$60,385

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
2022	$309,699	$861,716	No data	$-552,017
2021	$913,580	$1,238,165	$1,642,851	$-324,585
2020	$1,150,421	$1,120,240	$1,951,153	$30,181
2019	$1,354,520	$980,148	$1,769,951	$374,372
2018	$1,019,107	$886,791	$1,449,873	$132,316

JEWISH FEDERATION OF NEW MEXICO