JEWISH FEDERATION OF ATLANTIC AND … - Form 990 Financial Data

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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

1936

Legal Domicile

Principal Officer

LOIS FRIED

Phone

6098224404

Tax Period

2023-01-01 to 2023-12-31

JEWISH FEDERATION OF ATLANTIC AND CAPE MAY COUNTIES, founded in 1936, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $475K, a strong 32% operating margin.

Mission

PROVIDE FOR JEWISH CONTINUITY IN OUR COMMUNITY, ACROSS THE COUNTRY, AROUND THE WORLD, AND IN THE STATE OF ISRAEL.

Program Service Accomplishments

Program 1

Expenses: $793,417

GRANTS AND ALLOCATIONS TO UNITED JEWISH APPEAL AND LOCAL AND NATIONAL CONSTITUENT AGENCIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $581,618

Program Service Revenue $0

Investment Income $912,994

Other Revenue $9,430

TOTAL REVENUE $1,504,042

Expense Breakdown

Grants Paid $521,513

Salaries & Benefits $237,347

Fundraising Expenses $118,674

Program Expenses $793,417

Other Expenses $270,163

TOTAL EXPENSES $1,029,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,504,042	$926,198	+0.6%
Expenses	$1,029,023	$1,118,644	-0.1%
Net Income	$475,019	$-192,446	-3.5%

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

$97,158

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL S WALDMAN	Executive Dir.	40.00	Officer	$80,908	$0	$80,908
ROBERTA CLARK	FMR E.D.	40.00	Officer	$16,250	$0	$16,250
PEGGY KLIGERMAN	MEMBER	0.00	Director	$0	$0	$0
LOIS FRIED	President	0.00	Director	$0	$0	$0
HELENE HORDES	President	0.00	Director	$0	$0	$0
NANCY RUBIN	President	0.00	Director	$0	$0	$0
STEPHEN DICHT	Vice President	0.00	Director	$0	$0	$0
JENNIFER STAR	Secretary	0.00	Director	$0	$0	$0
ISADORE MAY	Treasurer	0.00	Director	$0	$0	$0
DAVID LIEBERMAN	PAST PRESIDENT	0.00	Director	$0	$0	$0
ROBERT LANG	FOUND. CHAIR	0.00	Director	$0	$0	$0
ROBERT MAYER	MEMBER	0.00	Director	$0	$0	$0
MICHELE BRONKESH	EXEC. MEMBER	0.00	Director	$0	$0	$0
ELLIOTT BEINFEST	CAMPAIGN CHAIR	0.00	Director	$0	$0	$0
SHEILA FRIEDMAN	MEMBER	0.00	Director	$0	$0	$0
JUDITH STERNSTEIN GALLER	EXEC. MEMBER	0.00	Director	$0	$0	$0
RABBI GORDON GELLER	MEMBER	0.00	Director	$0	$0	$0
JASON GOLDSTEIN	MEMBER	0.00	Director	$0	$0	$0
DAVID KRATCHMAN	MEMBER	0.00	Director	$0	$0	$0
GAYLE GROSS	MEMBER	0.00	Director	$0	$0	$0
BARBARA HARVIS	MEMBER	0.00	Director	$0	$0	$0
STEVEN SCHERZER	MEMBER	0.00	Director	$0	$0	$0
LEO SCHOFFER	MEMBER	0.00	Director	$0	$0	$0
ERIC SHARE	MEMBER	0.00	Director	$0	$0	$0
DR HARVEY WOLBRANSKY	JCRC CHAIR	0.00	Director	$0	$0	$0
DAVID KRATCHMAN	MEMBER	0.00	Director	$0	$0	$0
JEFF KRIPITZ	MEMBER	0.00	Director	$0	$0	$0
RABBI DAVID WEIS	President	0.00	Director	$0	$0	$0
DAVID LOWENSTEIN	MEMBER	0.00	Director	$0	$0	$0
JIM MALAMUT	MEMBER	0.00	Director	$0	$0	$0
MELISSA ROSENBLUM	MEMBER	0.00	Director	$0	$0	$0
DANIEL ROSENTHAL	MEMBER	0.00	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	$1,504,042	$1,029,023	$6,189,479	$475,019
2022	$926,198	$1,118,644	$6,263,675	$-192,446
2021	$2,601,577	$1,213,450	$7,415,533	$1,388,127
2020	$1,051,446	$1,008,858	$6,312,420	$42,588
2019	$1,212,423	$1,047,573	$6,052,201	$164,850
2018	$1,160,771	$1,216,508	$5,472,228	$-55,737

JEWISH FEDERATION OF ATLANTIC AND CAPE MAY COUNTIES