JEWISH STORY PARTNERS (EIN 862452314) - 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

2021

Legal Domicile

Principal Officer

ROBERTA GROSSMAN

Phone

3235923498

Tax Period

2023-01-01 to 2023-12-31

JEWISH STORY PARTNERS, founded in 2021, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

THE MISSION OF JEWISH STORY PARTNERS IS TO STIMULATE AND SUPPORT THE HIGHEST CALIBER INDEPENDENT DOCUMENTARY FILMS THAT USE FRESH, NUANCED PERSPECTIVES TO TELL STORIES ABOUT THE DIVERSE SPECTRUM OF JEWISH EXPERIENCES, CULTURES, AND ENCOUNTERS BY PROVIDING SUPPORT FOR FEATURE-LENGTH, INDEPENDENTLY-PRODUCED DOCUMENTARIES.

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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 $1,837,375

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,837,375

Expense Breakdown

Grants Paid $1,021,097

Salaries & Benefits $704,079

Fundraising Expenses $192,700

Program Expenses $1,420,481

Other Expenses $202,330

TOTAL EXPENSES $1,927,506

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,837,375	$2,060,079	-0.1%
Expenses	$1,927,506	$1,731,872	+0.1%
Net Income	$-90,131	$328,207	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTA GROSSMAN	CO-EXECUTIVE DIRECTOR	25.00		$125,592	$0	$125,592
CAROLINE LIBRESCO	CO-EXECUTIVE DIRECTOR/SECRETARY	25.00		$111,925	$0	$111,925
DAN COGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
WENDY COHEN	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
VICTORIA COOK	BOARD VICECHAIR	2.00	Officer Director	$0	$0	$0
GINNA GREEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTA KAUFFMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SIMON KILMURRY	Treasurer	3.00	Officer Director	$0	$0	$0
NANCY SPIELBERG	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH STEIN	BOARD MEMBER	2.00	Director	$0	$0	$0
LACEY SCHWARTZ-DELGADO	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA HOFHEIMER	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$1,837,375	$1,927,506	$839,279	$-90,131
2022	$2,060,079	$1,731,872	$910,075	$328,207
2021	$904,896	$384,205	$560,277	$520,691

JEWISH STORY PARTNERS