THE JEWISH HISTORY MUSEUM (EIN 860762311) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

LORI SHEPHERD

Phone

5206709073

Tax Period

2023-07-01 to 2024-06-30

THE JEWISH HISTORY MUSEUM, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $640K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Net assets of $1.5M represent 29 months of operating reserves.

Mission

EDUCATING ABOUT THE HOLOCAUST AND OTHER GENOCIDES. EXPLORING THE LEGACY OF JEWISH EXPERIENCES IN SOUTHERN ARIZONA. PRESERVING THE FIRST SYNAGOGUE BUILT IN THE ARIZONA TERRITORY. COLLABORATING WITH TUCSON'S DIVERSE COMMUNITY TO PROMOTE HUMAN RIGHTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $604,160

Program Service Revenue $0

Investment Income $230

Other Revenue $35,882

TOTAL REVENUE $640,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $353,866

Fundraising Expenses $115,409

Program Expenses $446,196

Other Expenses $300,724

TOTAL EXPENSES $654,590

Year-over-Year Comparison

	2023	2022	Change
Revenue	$640,272	$467,662	+0.4%
Expenses	$654,590	$485,297	+0.3%
Net Income	$-14,318	$-17,635	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$106,017

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI SHEPHERD	EXECUTIVE DI	40.00	Officer	$102,292	$3,725	$106,017
ERIC SCHINDLER	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
SHARON GLASSBURG	SECRETARY	5.00	Officer Director	$0	$0	$0
JIMMY FEIN	TREASURER	5.00	Officer Director	$0	$0	$0
STEPHANIE CHAPMAN	MEMBER	5.00	Director	$0	$0	$0
TODD GLICK	MEMBER	5.00	Director	$0	$0	$0
ROSIE KAHN	MEMBER	5.00	Director	$0	$0	$0
STEVE LANDAU	MEMBER	5.00	Director	$0	$0	$0
SEAN OSERAN	MEMBER	5.00	Director	$0	$0	$0
TANI SANCHEZ	MEMBER	5.00	Director	$0	$0	$0
ALAN SOLOT	MEMBER	5.00	Director	$0	$0	$0
CHRIS TANZ	MEMBER	5.00	Director	$0	$0	$0
MICHAEL ZACCARIA	MEMBER	5.00	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	$640,272	$654,590	$1,588,973	$-14,318
2023	$467,662	$485,297	$1,550,928	$-17,635
2022	$269,083	$343,154	$1,549,742	$-74,071
2021	$168,791	$229,018	$1,604,187	$-60,227
2020	$513,372	$521,258	$1,722,400	$-7,886
2019	$570,082	$543,393	$1,695,531	$26,689
2018	$489,948	$496,282	$1,716,780	$-6,334

THE JEWISH HISTORY MUSEUM