UNITED JEWISH FEDERATION OF UTAH

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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

1957

Legal Domicile

Principal Officer

ALEX SHAPIRO

Phone

8015810102

Tax Period

2023-01-01 to 2023-12-31

UNITED JEWISH FEDERATION OF UTAH, founded in 1957, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $338K, a strong 15% operating margin.

Mission

THE FEDERATION'S MISSION IS TO BUILD AND MAINTAIN A VIBRANT AND INCLUSIVE JEWISH COMMUNITY THROUGH MEETING HUMAN NEEDS, PROMOTING JEWISH IDENTITY, AND ENCOURAGING COMMITMENT TO THE NEEDS OF JEWISH PEOPLE.

Program Service Accomplishments

Program 1

Expenses: $1,593,740 Revenue: $7,043

THE UNITED JEWISH FEDERATION OF UTAH IS AN INCLUSIVE, VOLUNTEER-DRIVEN ORGANIZATION DEDICATED TO PRESERVING, ENRICHING, AND CARING FOR THE UTAH JEWISH COMMUNITY AND JEWISH COMMUNITIES IN ISRAEL AND AROUND THE WORLD. THE FEDERATION SERVES THE LOCAL COMMUNITY THROUGH A NUMBER OF MONTHLY PROGRAMS. THE ORGANIZATION ALSO PROVIDES COMMUNITY AND OVERSEAS FUNDING TO SUPPORT THE JEWISH COMMUNITY. IN 2023 THE ORGANIZATION ALSO FOCUSED ON EDUCATION, SUPPORT OF JEWISH COMMUNITY DURING A CHALLENGING TIME, COLLABORATED AND ORGANIZED COMMUNITY PROGRAMS AIMED REDUCING HATE, BIAS, AND BIGOTRY. THE AGENCY COMMITTED TO ENHANCING ITS SECURITY THROUGH THE HIRING OF A JEWISH COMMUNITY SECURITY ADVISOR. THE ORGANIZATION ALSO ASSUMED AND TOOK ON RESPONSIBILITY FOR HILLEL FOR UTAH, THE COLLEGE CAMPUS JEWISH YOUTH GROUP.

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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 $2,152,401

Program Service Revenue $7,043

Investment Income $33,479

Other Revenue $-4,075

TOTAL REVENUE $2,188,848

Expense Breakdown

Grants Paid $1,304,166

Salaries & Benefits $302,516

Fundraising Expenses $108,234

Program Expenses $1,593,740

Other Expenses $244,329

TOTAL EXPENSES $1,851,011

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,188,848	$1,433,888	+0.5%
Expenses	$1,851,011	$1,280,692	+0.4%
Net Income	$337,837	$153,196	+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

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

$103,544

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX SHAPIRO	EXECUTIVE DI	40.00	Officer	$103,544	$0	$103,544
JODIE SOBEL	PRESIDENT	3.00	Officer Director	$0	$0	$0
RON ZAMIR	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
MARK BAER	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
JIM SCHALLHEIM	TREASURER	1.00	Officer Director	$0	$0	$0
AMY GOODMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
DGANIT HERZIG SLOVIK	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JUDI AMSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA BERNATH	BOARD MEMBER	1.00	Director	$0	$0	$0
ZOE CALAHORRA	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE FELDMAN KARR	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HOROWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM KIPPER	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL LEVY	BOARD MEMBER	2.00	Director	$0	$0	$0
SHAINA QUINN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE SACKHEIM WEIN	BOARD MEMBER	3.00	Director	$0	$0	$0
SHERRI ZIGMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
MIKE ZUHL	BOARD MEMBER	1.00	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	$2,188,848	$1,851,011	$2,056,727	$337,837
2022	$1,433,888	$1,280,692	$1,652,038	$153,196
2021	$927,694	$782,041	$1,504,568	$145,653
2020	$1,113,521	$678,266	$1,355,624	$435,255
2019	$657,769	$702,964	$1,226,146	$-45,195
2018	$630,758	$599,434	$1,140,501	$31,324