WASHINGTON STATE JEWISH HISTORICAL SOCIE (EIN 911099052) - 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

2000

Legal Domicile

Principal Officer

NEIL WEINSTEIN

Phone

2067742277

Tax Period

2024-01-01 to 2024-12-31

WASHINGTON STATE JEWISH HISTORICAL SOCIE, founded in 2000, is a small nonprofit that reported $578K in total revenue in fiscal year 2024. The organization ran a surplus of $100K, a strong 17% operating margin.

Mission

TO PRESERVE AND PRESENT THE HISTORY OF JEWISH LIFE IN WASHINGTON STATE. THE SOCIETY FOSTERS AWARENESS AND APPRECIATION OF THE EXPERIENCES, THE DIVERSE CULTURE, AND THE SIGNIFICANT CONTRIBUTIONS OF JEWS, PAST AND PRESENT. TO BUILD BRIDGES WITH COMMUNITIES BY SHARING THE STORIES OF OUR COLLECTIVE HISTORIES AND SERVING AS AN EDUCATIONAL RESOURCE.

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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 $514,003

Program Service Revenue $0

Investment Income $64,047

Other Revenue $0

TOTAL REVENUE $578,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,404

Fundraising Expenses $0

Program Expenses $347,228

Other Expenses $191,111

TOTAL EXPENSES $478,515

Year-over-Year Comparison

	2024	2023	Change
Revenue	$578,050	$537,228	+0.1%
Expenses	$478,515	$525,643	-0.1%
Net Income	$99,535	$11,585	+7.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIMI ROSEN	PRESIDENT	20.00	Officer	$0	$0	$0
DENNIS GOLDSTEIN	VICE PRESIDENT	3.00	Officer	$0	$0	$0
JOEL ARENSBERG	SECRETARY	10.00	Officer	$0	$0	$0
NEIL WEINSTEIN	TREASURER	10.00	Officer	$0	$0	$0
ALBERT ISRAEL	PAST PRESIDENT	10.00	Officer	$0	$0	$0
DEAN ALTARAS	EXEC COMMITTEE	2.00	Officer	$0	$0	$0
RON WALDBAUM	VICE PRESIDENT	5.00	Officer	$0	$0	$0
SETH GOLDSTEIN	VICE PRESIDENT	10.00	Officer	$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	$578,050	$478,515	$1,274,146	$99,535
2023	$537,228	$525,643	$1,187,317	$11,585
2022	$743,650	$439,903	$1,155,547	$303,747
2021	$586,503	$362,406	$882,851	$224,097
2020	$402,110	$290,773	$662,556	$111,337
2019	$305,568	$284,784	$511,897	$20,784
2018	$420,845	$313,348	$511,116	$107,497

WASHINGTON STATE JEWISH HISTORICAL SOCIE