JEWISH FEDERATION OF ORANGE COUNTY (EIN 952407026) - 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

1966

Legal Domicile

Principal Officer

ERIK LUDWIG

Phone

9494353484

Tax Period

2024-01-01 to 2024-12-31

JEWISH FEDERATION OF ORANGE COUNTY, founded in 1966, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.7M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $4.6M left a modest 3% surplus.

Mission

AMPLIFY JEWISH LIFE AND SUSTAIN THE JEWISH FUTURE IN ORANGE COUNTY, ISRAEL, AND AROUND THE WORLD.

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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 $4,443,112

Program Service Revenue $0

Investment Income $464,499

Other Revenue $-188,423

TOTAL REVENUE $4,719,188

Expense Breakdown

Grants Paid $1,449,398

Salaries & Benefits $2,148,261

Fundraising Expenses $293,273

Program Expenses $3,603,934

Other Expenses $968,716

TOTAL EXPENSES $4,566,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,719,188	$5,967,405	-0.2%
Expenses	$4,566,375	$4,342,335	+0.1%
Net Income	$152,813	$1,625,070	-0.9%

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

Volunteers

160

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

$374,747

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMIR KAHANA	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
DANIELLE BRONNER	SECRETARY	1.00	Officer Director	$0	$0	$0
BARRY GROSSMAN	TREASURER	1.00	Officer Director	$0	$0	$0
HEATHER KLINE	DIRECTOR	1.00	Director	$0	$0	$0
LORI SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
SHARON BECK	DIRECTOR	1.00	Director	$0	$0	$0
NAOMI BLESOFSKY	DIRECTOR	1.00	Director	$0	$0	$0
YAEL ARONOFF	DIRECTOR	1.00	Director	$0	$0	$0
JASON FELD	DIRECTOR	1.00	Director	$0	$0	$0
ROGER FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
BENTLEY KERR	DIRECTOR	1.00	Director	$0	$0	$0
PETER MACDONALD	DIRECTOR	1.00	Director	$0	$0	$0
ANNA PUTTERMAN	DIRECTOR	1.00	Director	$0	$0	$0
PATTY SEYBURN	DIRECTOR	1.00	Director	$0	$0	$0
MARGOT SHAPIRO	DIRECTOR	1.00	Director	$0	$0	$0
LEN SIMON	DIRECTOR	1.00	Director	$0	$0	$0
STUART WOLFE	DIRECTOR	1.00	Director	$0	$0	$0
SAM WYMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA ALFI	DIRECTOR (UNTIL 09/2024)	1.00	Director	$0	$0	$0
HOWARD LEVY	DIRECTOR (UNTIL 09/2024)	1.00	Director	$0	$0	$0
ERIK LUDWIG	PRESIDENT & CHIEF EXECUTIVE OFFICER	40.00	Officer	$362,765	$11,982	$374,747
KATHLEEN MELLON	CHIEF ADMINISTRATIVE OFFICER	40.00	Highest	$135,604	$22,532	$158,136
STEPHANIE EPSTEIN	CHIEF PHILANTHROPY OFFICER	40.00	Highest	$139,555	$6,721	$146,276
ADINA KOSOFF	CONTROLLER	40.00	Highest	$149,728	$6,068	$155,796

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	$4,719,188	$4,566,375	$14,735,910	$152,813
2023	$5,967,405	$4,342,335	$13,988,874	$1,625,070
2022	$4,860,563	$4,417,692	$12,101,865	$442,871
2021	$5,181,457	$5,666,763	$13,584,328	$-485,306
2020	$5,875,747	$4,859,900	$14,742,379	$1,015,847
2019	$6,139,610	$6,422,434	$15,504,716	$-282,824
2019	$6,003,044	$6,835,377	$13,291,460	$-832,333
2018	$6,280,018	$8,703,710	$13,308,677	$-2,423,692
2017	$8,484,723	$7,625,617	$12,984,539	$859,106

JEWISH FEDERATION OF ORANGE COUNTY