JLENS

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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

SUSAN ROBERSON

Phone

2128857700

Tax Period

2024-07-01 to 2025-06-30

JLENS, founded in 2021, is a community nonprofit in the Religion sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 275% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 10% surplus.

Mission

JLENS EMPOWERS INVESTORS TO ALIGN THEIR CAPITAL WITH JEWISH VALUES AND ADVOCATES FOR JEWISH COMMUNAL PRIORITIES IN THE CORPORATE ARENA. (SEE SCH. O)JLENS PROMOTES INVESTING THROUGH A JEWISH LENS AND AIMS TO INCREASE THE JEWISH COMMUNITY'S PARTICIPATION IN SHAREHOLDER ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $1,941,957 Revenue: $126,648

IN FEBRUARY 2025, JLENS HELPED LAUNCH A JEWISH ADVOCACY ETF (EXCHANGE-TRADED FUND) ON THE NEW YORK STOCK EXCHANGE. JLENS TAKES PART IN SHAREHOLDER ADVOCACY EFFORTS THAT MATTER TO THE JEWISH COMMUNITY INCLUDING ENGAGING WITH CORPORATE LEADERSHIP, VOTING ON KEY ISSUES ON COMPANY BALLOTS, AND FILING SHAREHOLDER PROPOSALS THAT AIM TO COMBAT ANTISEMITISM AND HATE. KEY ADVOCACY ACTIONS INCLUDED AN OPPOSITION OF PROPOSALS RELATED TO THE BOYCOTT, DIVESTMENT, SANCTIONS MOVEMENT AND ADVOCATING FOR COMPANIES TO ADDRESS ANTISEMITISM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,334,158

Program Service Revenue $126,648

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,460,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $927,199

Fundraising Expenses $0

Program Expenses $1,941,957

Other Expenses $1,297,902

TOTAL EXPENSES $2,225,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,460,806	$656,597	+2.7%
Expenses	$2,225,101	$765,982	+1.9%
Net Income	$235,705	$-109,385	-3.2%

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

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

$569,739

Total Directors

$2,544,919

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN GREENBLATT	DIRECTOR	1.00	Director	$0	$109,259	$1,435,295
ADAM NEUFELD	SECRETARY	1.00	Director	$0	$21,748	$413,761
SUSAN ROBERSON	TREASURER (AS OF 09/2024)	1.00	Director	$0	$56,730	$385,295
DEB LEIPZIG	CHAIRPERSON (THRU 03/2025)	1.00	Officer Director	$0	$56,330	$310,568
STEVEN FINEMAN	DIRECTOR (AS OF 04/2025)	1.00	Director	$0	$0	$0
NICOLE MUCHNICK	DIRECTOR (AS OF 01/2025)	1.00	Director	$0	$0	$0
BEN SAX	DIRECTOR (THRU 12/2024)	1.00	Director	$0	$0	$0
ROB STAVIS	INTERIM CHAIRPERSON (AS OF 03/2025)	1.00	Officer Director	$0	$0	$0
AARON HOFFNUNG	MANAGING DIRECTOR	40.00	Officer	$259,171	$0	$259,171
ERIC MARTIN	SR. DIR., OPERATIONS & INVESTMENTS	40.00	Highest	$161,155	$55,136	$216,291
GREGORY LIBERTINY	FORMER TREASURER	0.00		$0	$9,025	$253,232

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	$2,460,806	$2,225,101	$764,895	$235,705
2024	$656,597	$765,982	$454,524	$-109,385
2023	$799,655	$682,766	$561,216	$116,889
2022	$1,038,711	$596,196	$444,080	$442,515