JEWISH FAMILY SERVICE (EIN 910565537) - 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

1892

Legal Domicile

Principal Officer

Michelle Matheson

Phone

2068613178

Tax Period

2023-07-01 to 2024-06-30

JEWISH FAMILY SERVICE, founded in 1892, is a mid-sized nonprofit in the Human Services sector that reported $22.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $19.3M left a modest 14% surplus.

Mission

Inspired by our history and values, Jewish Family Service supports the needs of Jewish individuals and families, refugees and immigrants, and our broader community to achieve well-being, health, and stability.

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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 $21,651,802

Program Service Revenue $146,035

Investment Income $710,183

Other Revenue $-98,993

TOTAL REVENUE $22,409,027

Expense Breakdown

Grants Paid $5,608,523

Salaries & Benefits $10,722,660

Fundraising Expenses $1,903,546

Program Expenses $16,238,282

Other Expenses $2,951,754

TOTAL EXPENSES $19,282,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,409,027	$20,306,111	+0.1%
Expenses	$19,282,937	$18,236,156	+0.1%
Net Income	$3,126,090	$2,069,955	+0.5%

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

137

Volunteers

1652

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

$1,098,659

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Berkovitz	Chief Executive Officer	37.5	Key Emp	$174,267	$112,942	$287,209
Kristin Winkel	Chief Impact & Operating Officer	37.5	Key Emp	$200,892	$12,206	$213,098
Lisa Golden	Chief Development Officer	37.5	Key Emp	$194,814	$12,500	$207,314
Michelle Matheson	Chief Finance Officer	37.5	Key Emp	$186,714	$19,553	$206,267
Galit Ezekiel	Chief People and Culture Officer	37.5	Key Emp	$173,397	$11,374	$184,771
Zach Greenside	IT Director	37.5	Highest	$131,594	$16,734	$148,328
Amie Newman	Director of Marketing and Communications	37.5	Highest	$118,675	$16,993	$135,668
Sasha Barcheski	Controller	37.5	Highest	$119,235	$16,017	$135,252
Griffith Lambert	Director of Programs	37.5	Highest	$115,450	$15,718	$131,168
Randi Abrams-Caras	Major Gifts Director	37.5	Highest	$108,504	$15,966	$124,470
Karyn Barer	Board President	5	Officer Director	$0	$0	$0
Eric LeVine	Board President-Elect	5	Officer Director	$0	$0	$0
Mike Adler	Board Treasurer & Vice President	5	Officer Director	$0	$0	$0
Cindy Strauss	Board Secretary	5	Officer Director	$0	$0	$0
Rochelle K Goffe	Immediate Past Board President	5	Officer Director	$0	$0	$0
Beth Balkany	Board Member	1	Director	$0	$0	$0
Larry Bensussen	Board Member	1	Director	$0	$0	$0
Jeff Bernson	Board Member	1	Director	$0	$0	$0
David Bley	Board Member	1	Director	$0	$0	$0
Zane Brown Jr	Board Member	1	Director	$0	$0	$0
Barrie Galanti	Board Member	1	Director	$0	$0	$0
Gail Giacobbe	Board Member	1	Director	$0	$0	$0
Carolyn Hathaway	Board Member	1	Director	$0	$0	$0
Rachel Hyman	Board Member	1	Director	$0	$0	$0
Delia Jampel	Board Member	1	Director	$0	$0	$0
Wendy Kaplan	Board Member	1	Director	$0	$0	$0
Rivy Poupko Kletenik	Board Member	1	Director	$0	$0	$0
Lauren Lavoie	Board Member	1	Director	$0	$0	$0
Neal Mulnick	Board Member	1	Director	$0	$0	$0
Benj Pollock	Board Member	1	Director	$0	$0	$0
Jessica Shapiro	Board Member	1	Director	$0	$0	$0
Donald Shifrin	Board Member	1	Director	$0	$0	$0
Arthur Shwab	Board Member	1	Director	$0	$0	$0
Ray Silverstein	Board Member	1	Director	$0	$0	$0
Lynne Herer Smith	Board Member	1	Director	$0	$0	$0
Larry Wissow	Board Member	1	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	$22,409,027	$19,282,937	$52,899,205	$3,126,090
2023	$20,306,111	$18,236,156	$46,700,011	$2,069,955
2022	$21,432,837	$16,010,439	$40,957,982	$5,422,398
2021	$16,702,145	$12,086,993	$45,505,448	$4,615,152
2020	$12,852,696	$10,556,306	$36,800,651	$2,296,390
2019	$11,442,032	$9,532,308	$34,213,259	$1,909,724
2018	$11,341,192	$9,832,896	$32,342,168	$1,508,296

JEWISH FAMILY SERVICE