JEWISH FEDERATION OF GREATER LONG BEACH & WEST ORANGE COUNTY (EIN 951647830) - 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

1948

Legal Domicile

Principal Officer

DEBORAH GOLDFARB

Phone

5625062811

Tax Period

2024-01-01 to 2024-12-31

JEWISH FEDERATION OF GREATER LONG BEACH & WEST ORANGE COUNTY, founded in 1948, is a mid-sized nonprofit that reported $14.4M in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.9M, a strong 34% operating margin.

Mission

TO SERVE THE JEWISH AND LOCAL COMMUNITY VIA THE COMMUNITY CENTER THAT OFFERS PROGRAMS, EARLY CHILDHOOD EDUCATION, FITNESS AND RECREATIONAL ACTIVITIES IN A JEWISH-FOCUSED ENVIRONMENT.

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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 $2,090,003

Program Service Revenue $4,432,722

Investment Income $7,646,868

Other Revenue $274,650

TOTAL REVENUE $14,444,243

Expense Breakdown

Grants Paid $948,951

Salaries & Benefits $5,166,497

Fundraising Expenses $464,420

Program Expenses $8,007,594

Other Expenses $3,469,551

TOTAL EXPENSES $9,584,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,444,243	$8,934,469	+0.6%
Expenses	$9,584,999	$9,489,264	+0.0%
Net Income	$4,859,244	$-554,795	-9.8%

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

202

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

$399,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR RICHARD R MARCUS	PRESIDENT	3.00	Officer Director	$0	$0	$0
EDIE BRODSKY	IMMEDIATE PAST CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
SARA BROWN	VP FINANCE & FACILITIES	3.00	Officer Director	$0	$0	$0
SHELLEY CARL	SECRETARY	3.00	Officer Director	$0	$0	$0
LYNNE KASS	VP FUND AND COMMUNITY DEVELOPMENT	3.00	Officer Director	$0	$0	$0
KATHY MCDERMOTT	VP GOVERNANCE	3.00	Officer Director	$0	$0	$0
RICHARD LIPELES	CHAIR PAST PRESIDENT'S COUNCIL	3.00	Officer Director	$0	$0	$0
JAN STEIN	ALTERNATE PAST PRESIDENT'S COUNCIL	3.00	Officer Director	$0	$0	$0
BETH STERLING	VP CHILDREN/YOUTH/FAMILY	3.00	Officer Director	$0	$0	$0
ANNA SALUSKY	VP PROGAMS	3.00	Officer Director	$0	$0	$0
LINDA BURNEY	BOARD MEMBER	3.00	Director	$0	$0	$0
GARY FIELDS	BOARD MEMBER (THRU 09/2024)	3.00	Director	$0	$0	$0
JOYCE GREENSPAN	BOARD MEMBER	3.00	Director	$0	$0	$0
PAM KEILES	BOARD MEMBER	3.00	Director	$0	$0	$0
ALAN KREIDA	BOARD MEMBER	3.00	Director	$0	$0	$0
SETH LINDEN	BOARD MEMBER	3.00	Director	$0	$0	$0
SHMUELI LOVITCH	BOARD MEMBER	3.00	Director	$0	$0	$0
DR SUZANNE PERLITSH	BOARD MEMBER	3.00	Director	$0	$0	$0
SAMANTHA ROBERTS	BOARD MEMBER	3.00	Director	$0	$0	$0
DR VICKI SCHERWIN	BOARD MEMBER	3.00	Director	$0	$0	$0
KEN SCHLESINGER	BOARD MEMBER	3.00	Director	$0	$0	$0
MULU SKINNER-HARRISON	BOARD MEMBER	3.00	Director	$0	$0	$0
DR DAVID TILLMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
DANIELA ERMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
LINDA WALTZMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
AVA WEISS	BOARD MEMBER	3.00	Director	$0	$0	$0
DEBORAH K GOLDFARB	CEO	40.00	Officer	$227,110	$31,124	$258,234
RAYMOND R BROWN	CFO	40.00	Officer	$122,404	$19,295	$141,699
KEVIN B GISER	CDO	40.00	Highest	$125,243	$9,495	$134,738
RICHARD A ARCINIAGA	CONTROLLER	40.00	Highest	$108,305	$3,845	$112,150
EMILY C GOULD	DIRECTOR OF CYF	40.00	Highest	$107,297	$2,354	$109,651
AMY M LAKIN	DIRECTOR OF PROGRAMS	40.00	Highest	$101,780	$14,566	$116,346

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	$14,444,243	$9,584,999	$43,344,620	$4,859,244
2023	$8,934,469	$9,489,264	$42,838,447	$-554,795
2022	$6,082,701	$8,258,765	$40,551,449	$-2,176,064
2021	$1,388,876	$1,461,554	$45,679,514	$-72,678
2021	$3,084,116	$3,111,838	$45,503,037	$-27,722
2020	$1,276,578	$2,932,124	$38,015,186	$-1,655,546
2019	$14,383,530	$2,393,811	$24,860,429	$11,989,719
2018	$2,319,006	$2,389,906	$12,184,595	$-70,900

JEWISH FEDERATION OF GREATER LONG BEACH & WEST ORANGE COUNTY