PORTLAND JEWISH ACADEMY (EIN 930504473) - 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

1975

Legal Domicile

Principal Officer

STEVEN ALBERT

Phone

5032440126

Tax Period

2024-07-01 to 2025-06-30

PORTLAND JEWISH ACADEMY, founded in 1975, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2024. Expenses of $10.1M exceeded revenue, resulting in a 12% operating deficit.

Mission

PORTLAND JEWISH ACADEMY PROVIDES AN ACADEMICALLY RICH, VALUES-BASED EDUCATION THAT SUPPORTS THE SOCIAL, EMOTIONAL AND SPIRITUAL GROWTH OF CHILDREN FROM INFANTS THROUGH EIGHTH GRADE. CONTINUED ON SCHEDULE O.

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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 $1,220,564

Program Service Revenue $7,600,934

Investment Income $214,666

Other Revenue $-72,404

TOTAL REVENUE $8,963,760

Expense Breakdown

Grants Paid $1,818,288

Salaries & Benefits $6,643,750

Fundraising Expenses $171,848

Program Expenses $8,293,709

Other Expenses $1,610,076

TOTAL EXPENSES $10,072,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,963,760	$8,844,938	+0.0%
Expenses	$10,072,114	$8,889,399	+0.1%
Net Income	$-1,108,354	$-44,461	+23.9%

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

171

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

$521,251

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NADINE GARTNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON ZIDELL	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
JOHN EMSHWILLER	VIP OF FACIL	1.00	Officer Director	$0	$0	$0
DAVID SOLONDZ	VP OF STRATE	1.00	Officer Director	$0	$0	$0
NATE SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
NAOMI HARWIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC BRICKENSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE FRISCH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARNI GLICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ARIELLE GORANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS HATHAWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA IZENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE KASHINSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
DANELLE ROMAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA VALLE	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMAR WYTE-LAKE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN ALBERT	EXECUTIVE DI	20.00	Officer	$269,851	$22,733	$292,584
BETH GERMAIN	CFO	20.00	Officer	$208,978	$19,689	$228,667
MERRILL HENDIN	PRINCIPAL	40.00	Highest	$147,951	$16,638	$164,589
ERIKA SAIERS	DIR EARLY CH	40.00	Highest	$106,280	$14,554	$120,834

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	$8,963,760	$10,072,114	$8,528,176	$-1,108,354
2024	No data	No data	No data	No data
2023	$8,555,373	$8,512,515	$9,228,211	$42,858
2022	$10,309,622	$7,816,589	$8,709,251	$2,493,033
2021	$8,112,677	$6,432,199	$7,766,113	$1,680,478
2020	$7,846,041	$7,999,124	$5,557,616	$-153,083
2019	$7,424,714	$7,021,675	$4,580,345	$403,039
2018	$7,213,987	$6,777,246	$4,388,347	$436,741

PORTLAND JEWISH ACADEMY