PHOENIX JEWISH COMMUNITY KIVEL NURSING HOME (EIN 860136129) - 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

1955

Legal Domicile

Principal Officer

IRA SHULMAN

Phone

6029563110

Tax Period

2023-07-01 to 2024-06-30

PHOENIX JEWISH COMMUNITY KIVEL NURSING HOME, founded in 1955, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

OPERATION OF ASSISTED LIVING FACILITIES

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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 $839,835

Program Service Revenue $2,188,964

Investment Income $59,297

Other Revenue $58,742

TOTAL REVENUE $3,146,838

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,495,403

Fundraising Expenses $0

Program Expenses $2,730,366

Other Expenses $877,125

TOTAL EXPENSES $3,372,528

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,146,838	$3,998,571	-0.2%
Expenses	$3,372,528	$2,944,676	+0.1%
Net Income	$-225,690	$1,053,895	-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

N/A

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

$312,328

Total Directors

$312,328

Key Employees

$235,332

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRA SHULMAN	PRESIDENT/CEO	40.00	Officer Director	$312,328	$0	$312,328
RICHARD MARMOR	SECRETARY	2.00	Director	$0	$0	$0
VICKIE MCDERMOTT	DIRECTOR	1.00	Director	$0	$0	$0
SW PETERSEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEBBIE WAITKUS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA LELAKOWSKI	COO	40.00	Key Emp	$235,332	$0	$235,332

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	$3,146,838	$3,372,528	$4,175,577	$-225,690
2023	$3,998,571	$2,944,676	$4,176,658	$1,053,895
2022	$3,300,941	$3,182,817	$3,186,148	$118,124
2021	$2,798,416	$3,112,585	$3,384,847	$-314,169
2020	$3,133,854	$3,212,194	$3,592,265	$-78,340
2019	$2,939,098	$3,053,516	$3,311,278	$-114,418
2018	$2,858,387	$2,985,400	$3,396,982	$-127,013

PHOENIX JEWISH COMMUNITY KIVEL NURSING HOME