FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY (EIN 060994563) - 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

1980

Legal Domicile

Principal Officer

CARIN SAVEL

Phone

2032268197

Tax Period

2024-01-01 to 2024-12-31

FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY, founded in 1980, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 55% operating deficit.

Mission

CONDUCTS FEDERATED CAMPAIGNING IN UPPER FAIRFIELD COUNTY, GIVING LIFE TO THE IMPORTANT JEWISH TRADITION OF UNITING THE COMMUNITY TO MEET THE NEEDS OF OUR EXTENDED FAMILY AT HOME, IN 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 $909,496

Program Service Revenue $111,669

Investment Income $-156

Other Revenue $247,297

TOTAL REVENUE $1,268,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $788,595

Fundraising Expenses $288,905

Program Expenses $1,556,804

Other Expenses $1,176,017

TOTAL EXPENSES $1,964,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,268,306	$1,799,782	-0.3%
Expenses	$1,964,612	$1,590,415	+0.2%
Net Income	$-696,306	$209,367	-4.3%

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

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

$103,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARIN SAVEL	CEO	40.00	Officer	$103,125	$0	$103,125
ERIKA BRUNWASSER	DIRECTOR	1.00	Director	$0	$0	$0
ANITA CHARGAR	DIRECTOR	1.00	Director	$0	$0	$0
SHARON DEFALA	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR FINKLE	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE FRIED	DIRECTOR	1.00	Director	$0	$0	$0
STACY GIGLIETTI	DIRECTOR	1.00	Director	$0	$0	$0
IVY GOSSEN	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS HABER	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH HOCHHAUSER	CO-CHAIR	5.00	Officer Director	$0	$0	$0
KEITH LENDER	SECRETARY	5.00	Officer Director	$0	$0	$0
LINDA LERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE LIPPMAN	DIRECTOR	1.00	Director	$0	$0	$0
CECILIA MESH	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE RENZULLI	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA SIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
MINDY SIEGEL	CO-CHAIR	5.00	Officer Director	$0	$0	$0
BONNIE SLYN	DIRECTOR	1.00	Director	$0	$0	$0
ORNA STERN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SUGARMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY KREIGER	CEO	40.00	Officer	$0	$0	$0
JOEL WEISS	CEO	5.00	Officer	$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	$1,268,306	$1,964,612	$7,695,150	$-696,306
2023	$1,799,782	$1,590,415	$7,488,197	$209,367
2022	$3,659,498	$1,714,179	$8,776,417	$1,945,319
2021	$1,632,878	$1,243,778	$6,787,004	$389,100
2020	$1,477,379	$1,220,716	$6,333,298	$256,663
2019	$1,830,264	$1,298,179	$6,080,330	$532,085
2018	$877,496	$1,173,309	$5,477,621	$-295,813

FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY