JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH AND ORANGE COUNTY (EIN 952273033) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

WILLIAM OLDFIELD III

Phone

5624277916

Tax Period

2023-01-01 to 2023-12-31

JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH AND ORANGE COUNTY, founded in 1958, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Net assets of $9.6M represent 64 months of operating reserves.

Mission

PROVIDE COUNSELING AND SUPPORT SERVICES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,368,326

Program Service Revenue $110,329

Investment Income $331,160

Other Revenue $-17,825

TOTAL REVENUE $1,791,990

Expense Breakdown

Grants Paid $213,242

Salaries & Benefits $1,221,557

Fundraising Expenses $234,979

Program Expenses $1,262,028

Other Expenses $339,573

TOTAL EXPENSES $1,774,372

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,791,990	$1,207,813	+0.5%
Expenses	$1,774,372	$1,433,544	+0.2%
Net Income	$17,618	$-225,731	-1.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$156,404

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM OLDFIELD III	CHIEF EXECUTIVE OFFICER	040.00	Officer	$140,454	$15,950	$156,404
MARK RAPP	BOARD PRESIDENT	040.00	Officer Director	$0	$0	$0
RICK BURNEY	1ST VP/TREASURER	008.00	Officer Director	$0	$0	$0
GAIL LEVY	2ND VP	008.00	Officer Director	$0	$0	$0
ANDI WAKS	SECRETARY	008.00	Officer Director	$0	$0	$0
GAEL LIBBY	BOARD MEMBER	002.00	Director	$0	$0	$0
RAYMOND CERVANTEZ	BOARD MEMBER	002.00	Director	$0	$0	$0
ABHA PANDYA	BOARD MEMBER	002.00	Director	$0	$0	$0
KARIN POLACHECK	BOARD MEMBER	002.00	Director	$0	$0	$0
NORMA STEIN	BOARD MEMBER	002.00	Director	$0	$0	$0
VIC SCHNEIDMAN	BOARD MEMBER	002.00	Director	$0	$0	$0
BONNIE LOWENTHAL	BOARD MEMBER	002.00	Director	$0	$0	$0
JOANNE RATNER	BOARD MEMBER	002.00	Director	$0	$0	$0
HELENE ANSEL	BOARD MEMBER	002.00	Director	$0	$0	$0
JESSICA GARCIA	BOARD MEMBER	002.00	Director	$0	$0	$0
MARK GUILLEN	BOARD MEMBER	002.00	Director	$0	$0	$0
JONATHAN KASS	BOARD MEMBER	002.00	Director	$0	$0	$0
NICOLE MALINA	BOARD MEMBER	002.00	Director	$0	$0	$0
ANDRES MOLINA	BOARD MEMBER	002.00	Director	$0	$0	$0
NANCY SCHNEIDER	BOARD MEMBER	002.00	Director	$0	$0	$0
MIKE GREENSPAN FROM JAN 2O23	BOARD MEMBER	002.00	Director	$0	$0	$0
FAY ABED FROM JAN 2O23	BOARD MEMBER	002.00	Director	$0	$0	$0
KATHRYN FLIPPEN FROM JAN 2O23	BOARD MEMBER	002.00	Director	$0	$0	$0
CARL COHN FROM JAN 2O23	BOARD MEMBER	002.00	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
2024	No data	No data	No data	No data
2023	$1,791,990	$1,774,372	$9,994,656	$17,618
2022	$1,207,813	$1,433,544	$8,826,185	$-225,731
2021	$1,849,972	$1,330,628	$10,657,455	$519,344
2020	$1,253,922	$1,169,217	$9,651,716	$84,705
2019	$3,519,481	$1,123,831	$8,697,758	$2,395,650
2018	$6,064,428	$981,867	$5,781,092	$5,082,561

JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH AND ORANGE COUNTY