UNITED JEWISH FEDERATION STAMFORD NEW CANAAN DARIEN INC (EIN 060923384) - 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

1973

Legal Domicile

Principal Officer

MICHAEL SCHLESSINGER

Phone

2033211373

Tax Period

2024-01-01 to 2024-12-31

UNITED JEWISH FEDERATION STAMFORD NEW CANAAN DARIEN INC, founded in 1973, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $2.7M left a modest 9% surplus.

Mission

UNITED JEWISH FEDERATION IS COMMITTED TO BUILDING AND SAFEGUARDING OUR JEWISH COMMUNITY AND STRENGTHENING CONNECTIONS TO ISRAEL AND WORLD JEWRY BY MOBILIZING OUR COMMUNITY TO INVEST IN JEWISH LIFE FOR TODAY AND FUTURE GENERATIONS.

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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 $2,809,246

Program Service Revenue $76,645

Investment Income $98,481

Other Revenue $7,654

TOTAL REVENUE $2,992,026

Expense Breakdown

Grants Paid $1,115,806

Salaries & Benefits $643,138

Fundraising Expenses $179,496

Program Expenses $2,358,948

Other Expenses $948,946

TOTAL EXPENSES $2,707,890

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,992,026	$3,539,722	-0.2%
Expenses	$2,707,890	$2,863,649	-0.1%
Net Income	$284,136	$676,073	-0.6%

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

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

$193,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE SLOYER	CEO	40.00	Officer	$193,100	$0	$193,100
MICHAEL SCHLESSINGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID GORDON	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
LINDA HURWITZ	SECRETARY	1.00	Director	$0	$0	$0
ROBERT ABRAMS	DIRECTOR	1.00	Director	$0	$0	$0
ALAN BARR	DIRECTOR	1.00	Director	$0	$0	$0
JESSIE BRAND	DIRECTOR	1.00	Director	$0	$0	$0
STELLA COHEN	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA ESSES	DIRECTOR	1.00	Director	$0	$0	$0
MARTY DONNER	DIRECTOR	1.00	Director	$0	$0	$0
STACEY FERBER	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN FISCHEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HOFF	DIRECTOR	1.00	Director	$0	$0	$0
JILL KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KOSTIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MAROC	DIRECTOR	1.00	Director	$0	$0	$0
DINAH MILLER- MARLOWE	DIRECTOR, SN	1.00	Director	$0	$0	$0
ADAM RAFALOWICZ	TREASURER	1.00	Officer Director	$0	$0	$0
EDITH SAMERS	DIRECTOR	1.00	Officer Director	$0	$0	$0
RHONDA SCHAEFFER-MARON	DIRECTOR	1.00	Officer Director	$0	$0	$0
AMANDA SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
WENDY SIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
LEE SOFFER	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY STEIN	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN WEBER	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY WEISSER	DIRECTOR	1.00	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	$2,992,026	$2,707,890	$4,256,694	$284,136
2023	$3,539,722	$2,863,649	$4,009,145	$676,073
2022	$2,132,254	$1,868,020	$2,789,771	$264,234
2021	$1,880,332	$1,552,101	$2,608,958	$328,231
2020	$1,745,536	$1,356,361	$2,294,168	$389,175
2019	$1,511,762	$1,272,966	$1,932,199	$238,796
2018	$1,388,738	$1,226,750	$1,608,312	$161,988

UNITED JEWISH FEDERATION STAMFORD NEW CANAAN DARIEN INC