Combined Jewish Philanthropies of Greater Boston Inc (EIN 042103559) - 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

1895

Legal Domicile

Phone

6174578500

Tax Period

2024-07-01 to 2025-06-30

Combined Jewish Philanthropies of Greater Boston Inc, founded in 1895, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $357.3M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $312.1M left a modest 13% surplus.

Mission

Combined Jewish Philanthropies' (CJP) mission is to inspire and mobilize the diverse Boston Jewish community to engage in building communities of learning and action that strengthen Jewish life and improve 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 $253,039,266

Program Service Revenue $1,117,070

Investment Income $101,735,576

Other Revenue $1,452,617

TOTAL REVENUE $357,344,529

Expense Breakdown

Grants Paid $274,430,983

Salaries & Benefits $22,372,385

Fundraising Expenses $10,906,947

Program Expenses $295,787,063

Other Expenses $15,245,506

TOTAL EXPENSES $312,060,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$357,344,529	$317,660,066	+0.1%
Expenses	$312,060,149	$370,218,429	-0.2%
Net Income	$45,284,380	$-52,558,363	-1.9%

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

184

Volunteers

700

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

$1,045,477

Total Directors

Key Employees

$1,218,007

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aron Ain	Vice Chair	1.0	Officer Director	$0	$0	$0
Caroline Sherman	Secretary	1.0	Officer Director	$0	$0	$0
Jeffrey Wolk	Treasurer	1.0	Officer Director	$0	$0	$0
Laurene Sperling	Chair	5.0	Officer Director	$0	$0	$0
Adam Eisenberg	Director	1.0	Director	$0	$0	$0
Adam Koppel	Director (Partial Year As of 09/01/24)	1.0	Director	$0	$0	$0
Alan Crane	Director	1.0	Director	$0	$0	$0
Amy Klein	Director	1.0	Director	$0	$0	$0
B Andrew Zelermyer	Director	1.0	Director	$0	$0	$0
Bea Wilderman	Director	1.0	Director	$0	$0	$0
Brett Ponn	Director (Partial Year As of 09/01/24)	1.0	Director	$0	$0	$0
Campe Goodman	Director	1.0	Director	$0	$0	$0
Caroline Dorn	Director (Partial Year As of 09/01/24)	1.0	Director	$0	$0	$0
Catharyn Gildesgame	Director	1.0	Director	$0	$0	$0
Darren Black	Director	1.0	Director	$0	$0	$0
David Aronoff	Director	1.0	Director	$0	$0	$0
David Fine	Director	1.0	Director	$0	$0	$0
Emily Leventhal	Director	1.0	Director	$0	$0	$0
Harvey Beker	Director	1.0	Director	$0	$0	$0
Howard Rubin	Director (Partial Year Until 08/31/24)	1.0	Director	$0	$0	$0
Izhar Armony	Director	1.0	Director	$0	$0	$0
Jessica Myers	Director	1.0	Director	$0	$0	$0
Jonathan Orkin	Director	1.0	Director	$0	$0	$0
Joshua Margolis	Director	1.0	Director	$0	$0	$0
Kimberly Creem	Director	1.0	Director	$0	$0	$0
Marjorie Patkin	Director	1.0	Director	$0	$0	$0
Monique Thompson	Director	1.0	Director	$0	$0	$0
Neal Karasic	Director	1.0	Director	$0	$0	$0
Rachel Chafetz	Director	1.0	Director	$0	$0	$0
Reva Fischman	Director	1.0	Director	$0	$0	$0
Seth Stier	Director	1.0	Director	$0	$0	$0
Tamar Frieze	Director (Partial Year As of 09/01/24)	1.0	Director	$0	$0	$0
Wendy Kraft	Director	1.0	Director	$0	$0	$0
William Adler	Director	1.0	Director	$0	$0	$0
Zachary Wainwright	Director	1.0	Director	$0	$0	$0
Charles Glassenberg	Assistant Secretary	40.0	Officer	$234,936	$45,276	$280,212
Marc Baker	President & CEO	50.0	Officer	$719,063	$46,202	$765,265
Jennifer Weinstock	SVP, Philanthropy	50.0	Key Emp	$371,136	$46,455	$417,591
Sarah Abramson	SVP, Strategy & Impact	50.0	Key Emp	$374,877	$14,750	$389,627
Thomas O'Reilly	Chief Admin. & Financial Officer	50.0	Key Emp	$377,120	$33,669	$410,789
Amy Mitman	VP, Individual Giving & Campaign	40.0	Highest	$248,926	$45,638	$294,564
Jean Cooney	Controller & VP, Finance	40.0	Highest	$206,603	$41,344	$247,947
Karen Kuwayti	AVP, Comm. & Brand Projects (Partial Year Until 08/09/24)	40.0	Highest	$212,599	$7,964	$220,563
M Jeremy Yamin	VP, Director of Security & Operations	40.0	Highest	$214,245	$9,512	$223,757
Marni Allen	VP, Volunteer Mobilization & Leadership	40.0	Highest	$260,000	$10,107	$270,107
Jane Price	Former Chief Marketing Officer	0.0		$241,080	$22,680	$263,760

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	$357,344,529	$312,060,149	$2,580,171,419	$45,284,380
2024	No data	No data	No data	No data
2023	$231,139,551	$208,677,956	$2,188,177,334	$22,461,595
2022	$385,498,468	$207,725,039	$2,042,708,435	$177,773,429
2021	$352,454,344	$167,507,883	$2,055,080,912	$184,946,461
2020	$218,872,687	$236,866,465	$1,695,752,334	$-17,993,778
2019	$312,263,899	$208,884,853	$1,722,662,336	$103,379,046
2018	$316,382,023	$178,872,508	$1,621,577,857	$137,509,515

Combined Jewish Philanthropies of Greater Boston Inc