ARIZONA JEWISH HISTORICAL SOCI

EIN: 860410245 501(c)(3)

PHOENIX, AZ

Total Revenue
$573,548
Total Expenses
$257,955
Total Assets
$6,261,752
Net Assets
$6,252,620
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
AZ
Principal Officer
MEL KESSLER
Tax Period
2023-10-01 to 2023-12-31

ARIZONA JEWISH HISTORICAL SOCI, founded in 1981, is a small nonprofit that reported $574K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $316K, a strong 55% operating margin.

Mission

PRESERVING THE RICH HERITAGE OF ARIZONAS JEWISH COMMUNITIES, EDUCATING THE PUBLIC ABOUT JEWISH CONTRIBUTIONS TO ARIZONA LIFE, AND PROMOTING AWARENESS OF OUR STATES DIVERSE HISTORY

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $499,868
Program Service Revenue $2,323
Investment Income $3,237
Other Revenue $68,120
TOTAL REVENUE $573,548

Expense Breakdown

Grants Paid $0
Salaries & Benefits $94,677
Fundraising Expenses $35,009
Program Expenses $185,784
Other Expenses $163,278
TOTAL EXPENSES $257,955

Year-over-Year Comparison

2023 2022 Change
Revenue $573,548 $2,773,843 -0.8%
Expenses $257,955 $859,342 -0.7%
Net Income $315,593 $1,914,501 -0.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
25
Independent Members
25
Employees
10
Volunteers
25

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
8
$19,800
Total Directors
25
$19,800
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAWRENCE BELL EXEC DIRECTOR 40
Officer Director
$19,800 $0 $19,800
CHUCK GEALER PRESIDENT 5
Officer Director
$0 $0 $0
RICK NAIMARK VICE PRESIDENT 5
Officer Director
$0 $0 $0
DENA BENJAMIN VICE PRESIDENT 5
Officer Director
$0 $0 $0
MARK SENDROW VICE PRESIDENT 5
Officer Director
$0 $0 $0
STU SIEFER VICE PRESIDENT 5
Officer Director
$0 $0 $0
MEL KESSLER TREASURER 5
Officer Director
$0 $0 $0
VICKI CABOT SECRETARY 2
Officer Director
$0 $0 $0
HOWARD ATLAS DIRECTOR 2
Director
$0 $0 $0
A BERNSTEIN DIRECTOR 2
Director
$0 $0 $0
L CUTLER DIRECTOR 2
Director
$0 $0 $0
EMILY GARBER DIRECTOR 2
Director
$0 $0 $0
A JAMES DIRECTOR 2
Director
$0 $0 $0
R KRAVETZ DIRECTOR 0
Director
$0 $0 $0
B LEWKOWITZ DIRECTOR 2
Director
$0 $0 $0
C MASON-MOTZ DIRECTOR 2
Director
$0 $0 $0
ROBERT MYERS DIRECTOR 2
Director
$0 $0 $0
M PACHTMAN DIRECTOR 2
Director
$0 $0 $0
DONNA REINER DIRECTOR 2
Director
$0 $0 $0
SUSAN SACKS DIRECTOR 2
Director
$0 $0 $0
JOE SEGAL DIRECTOR 2
Director
$0 $0 $0
JUDY STERN DIRECTOR 2
Director
$0 $0 $0
TAMMY WALLER DIRECTOR 2
Director
$0 $0 $0
S WEIL ERNST DIRECTOR 2
Director
$0 $0 $0
A ABRAHAM PAST PRESIDENT 2
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
2024 No data No data No data No data
2023 $573,548 $257,955 $6,261,752 $315,593
2022 $1,929,442 $825,375 $3,703,562 $1,104,067
2021 $1,054,731 $596,596 $2,599,495 $458,135
2020 $550,829 $578,388 $2,141,360 $-27,559
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