JEWISH INSTITUTE FOR LIBERAL VALUES INC (EIN 873619728) - 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

DAVID BERNSTEIN

Phone

6142566989

Tax Period

2023-01-01 to 2023-12-31

JEWISH INSTITUTE FOR LIBERAL VALUES INC, founded in 2021, is a community nonprofit in the Religion sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $377K, a strong 33% operating margin.

Mission

THE JEWISH INSTITUTE FOR LIBERAL VALUES WILL HELP JEWISH ORGANIZATIONS AND INDIVIDUALS HOLD CONSTRUCTIVE CONVERSATIONS ABOUT CRITICAL SOCIAL JUSTICE AND ENSURE BALANCED APPROACHES.

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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 $1,143,467

Program Service Revenue $0

Investment Income $0

Other Revenue $16

TOTAL REVENUE $1,143,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $367,011

Fundraising Expenses $98,220

Program Expenses $303,834

Other Expenses $399,644

TOTAL EXPENSES $766,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,143,483	$412,548	+1.8%
Expenses	$766,655	$372,050	+1.1%
Net Income	$376,828	$40,498	+8.3%

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

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

$153,750

Total Directors

$153,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BERNSTEIN	CEO	40.00	Officer Director	$153,750	$0	$153,750
BRET STEPHENS	TRUSTEE	1.00	Director	$0	$0	$0
RABBI DAVID WOLPE	DIRECTOR	1.00	Director	$0	$0	$0
DR CHRISTINA HOFF SOMMERS	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA ROIPHE	DIRECTOR	1.00	Director	$0	$0	$0
DR PAMELA PARESKY	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN GREENBERG	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
JAMES KIRCHICK	DIRECTOR	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	$1,143,483	$766,655	$684,108	$376,828
2022	$412,548	$372,050	$40,010	$40,498
2022	$412,548	$372,050	$40,010	$40,498

JEWISH INSTITUTE FOR LIBERAL VALUES INC