Jewish Federation of Greater Portland (EIN 930386825) - 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

1920

Legal Domicile

Principal Officer

MARC N BLATTNER

Phone

5032456219

Tax Period

2024-07-01 to 2025-06-30

Jewish Federation of Greater Portland, founded in 1920, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.7M in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. Net assets of $9.7M represent 25 months of operating reserves.

Mission

TO ASSURE THE BUILDING AND STRENGTHENING OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, OVERSEAS AND IN ISRAEL, IN ACCORDANCE WITH JEWISH VALUES.

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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 $4,527,330

Program Service Revenue $0

Investment Income $282,716

Other Revenue $-76,633

TOTAL REVENUE $4,733,413

Expense Breakdown

Grants Paid $2,647,880

Salaries & Benefits $1,465,993

Fundraising Expenses $359,422

Program Expenses $3,897,473

Other Expenses $571,077

TOTAL EXPENSES $4,684,950

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,733,413	$11,698,923	-0.6%
Expenses	$4,684,950	$8,180,004	-0.4%
Net Income	$48,463	$3,518,919	-1.0%

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

150

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

$314,765

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC N BLATTNER	Pres, Sec & CEO	40.00	Officer	$294,247	$20,518	$314,765
BEN WINKLEBLACK	CFO	40.00		$107,967	$18,829	$126,796
BOB HORENSTEIN	CHIEF COMM OFFICER	40.00		$101,671	$19,354	$121,025
MINDY ZEITZER	CHAIR	1.00	Officer Director	$0	$0	$0
SIMON GOTTHEINER	Treasurer	1.00	Officer Director	$0	$0	$0
JACK BIRNBACH	CAMPAIGN CO-CHR	1.00	Officer Director	$0	$0	$0
LESLIE BEARD	CAMPAIGN CO-CHR	1.00	Officer Director	$0	$0	$0
RICHARD MEYER	ALLOCATIONS CHR	1.00	Officer Director	$0	$0	$0
CRAIG BERNE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG BLAUER	BOARD MEMBER	1.00	Director	$0	$0	$0
LES GUTFREUND	BOARD MEMBER	1.00	Director	$0	$0	$0
HANK KAPLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
STUART KISCHNER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELISE BRICKNER-SCHULZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN GOLDSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG RETSINAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE RANKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA ZUTZ-HILBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROCHELLE ABITZ	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
2025	$4,733,413	$4,684,950	$14,772,884	$48,463
2024	$11,698,923	$8,180,004	$15,133,470	$3,518,919
2023	$3,755,994	$3,988,209	$8,894,069	$-232,215
2022	$5,160,682	$4,360,514	$9,102,534	$800,168
2021	$4,642,850	$4,280,020	$8,466,176	$362,830
2020	$3,991,111	$4,428,641	$7,686,784	$-437,530
2019	$3,891,825	$3,834,226	$8,488,109	$57,599
2018	$3,718,983	$3,807,758	$7,761,725	$-88,775

Jewish Federation of Greater Portland