JEWISH FEDERATION OF GREATER METROWEST NJ (EIN 221487222) - 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

1924

Legal Domicile

Principal Officer

MEREDITH DRAGON

Phone

9739293000

Tax Period

2024-07-01 to 2025-06-30

JEWISH FEDERATION OF GREATER METROWEST NJ, founded in 1924, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $37.6M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $34.1M left a modest 9% surplus.

Mission

JEWISH FEDERATION OF GREATER METROWEST NJ (THE FEDERATION) CONVENES AND LEADS OUR COMMUNITY TO ENSURE THE CONTINUITY AND STRENGTH OF THE JEWISH PEOPLE, TO SUPPORT A SECURE JEWISH AND DEMOCRATIC STATE OF ISRAEL, AND TO CARE FOR JEWS IN NEED LOCALLY 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 $34,508,053

Program Service Revenue $1,229,405

Investment Income $1,909,724

Other Revenue $-33,241

TOTAL REVENUE $37,613,941

Expense Breakdown

Grants Paid $13,853,213

Salaries & Benefits $10,360,585

Fundraising Expenses $2,232,709

Program Expenses $27,814,634

Other Expenses $9,885,994

TOTAL EXPENSES $34,109,115

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,613,941	$48,198,525	-0.2%
Expenses	$34,109,115	$38,920,060	-0.1%
Net Income	$3,504,826	$9,278,465	-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

208

Volunteers

450

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

$1,072,737

Total Directors

$60,000

Key Employees

$276,897

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dov Ben-Shimon	Asst Secy Exec VP/CEO (thru 9-2024)	32	Officer	$404,570	$37,851	$442,421
Howard Rabner	COO/CFO	28	Officer	$259,771	$45,230	$305,001
Rebecca Pollack	Chief Development Officer	40	Key Emp	$211,809	$65,088	$276,897
Kim Hirsh	Exec Dir, JCF	12	Officer	$242,442	$22,873	$265,315
Amy Biloon	Chief Community Eng Officer	40	Highest	$223,770	$458	$224,228
Benjamin Mann	Chief Planning Officer	40	Highest	$179,146	$37,210	$216,356
Bonnie Sterling	VP, Human Resources	40	Highest	$148,488	$44,383	$192,871
Martin Yafe	Dir of Global Connections	40	Highest	$164,349	$18,039	$182,388
Donna Zheng	Controller	40	Highest	$164,694	$417	$165,111
Steven D Levy	Asst Treas(thru 9-2024)/Interim CEO(started 10-2024)	32	Officer Director	$60,000	$0	$60,000
Michael Goldberg	President	9	Officer Director	$0	$0	$0
Stacey Davis	Secretary	1	Officer Director	$0	$0	$0
Steven H Klinghoffer	Vice President	1	Officer Director	$0	$0	$0
Peter A Langerman	Treasurer	1	Officer Director	$0	$0	$0
Michael Belfer	Trustee	1	Director	$0	$0	$0
Steven Berns	Trustee	1	Director	$0	$0	$0
Jeffrey Braemer	Trustee	1	Director	$0	$0	$0
Shari Brandt	Chair, Board Governance	1	Director	$0	$0	$0
Jody Hurwitz Caplan	Vice President & Chair, Community Relations	1	Director	$0	$0	$0
Michael A Cohen	Trustee	1	Director	$0	$0	$0
Barbara Drench	Trustee	1	Director	$0	$0	$0
Dorie Eisenstein	Trustee	1	Director	$0	$0	$0
Alexandra Feinstein	Trustee	1	Director	$0	$0	$0
David Feuerstein	Trustee	1	Director	$0	$0	$0
Robert A Francis	Trustee	1	Director	$0	$0	$0
Stacie Friedman	Trustee	1	Director	$0	$0	$0
Terri Friedman	Trustee	1	Director	$0	$0	$0
Jon Gantman	Trustee	1	Director	$0	$0	$0
Rebecca A Gold	Trustee	1	Director	$0	$0	$0
Craig Grosswald	Trustee	1	Director	$0	$0	$0
Abbi Halpern	President, Women's Philanthropy	1	Director	$0	$0	$0
Lynne B Harrison	Trustee	1	Director	$0	$0	$0
Jason Hoberman	Chair, Local Partnerships	1	Director	$0	$0	$0
Marsha G Hoch	Chair, Unified Allocations Council	1	Director	$0	$0	$0
Ben Hoffer	Trustee	1	Director	$0	$0	$0
David M Hyman	Trustee	1	Director	$0	$0	$0
Deborah Jacob	Chair, Community Engagement	9	Director	$0	$0	$0
Allan H Janoff	Trustee	1	Director	$0	$0	$0
Mindy S Kahn	Trustee	1	Director	$0	$0	$0
Scott Krieger	Trustee	1	Director	$0	$0	$0
Michele Landau	Chair, UJA Annual Campaign	9	Director	$0	$0	$0
Robyn Laveman	Trustee	1	Director	$0	$0	$0
Benjamin Lehrhoff	Trustee	1	Director	$0	$0	$0
Joan Levinson	Trustee	1	Director	$0	$0	$0
Julie Lipsett-Singer	Trustee	1	Director	$0	$0	$0
Jonathan Liss	Vice President, Strategic Planning	1	Director	$0	$0	$0
Merle Lomrantz	Trustee	1	Director	$0	$0	$0
Ruth B Margolin	Trustee	1	Director	$0	$0	$0
Barry Moss	Chair, Budget & Finance	9	Director	$0	$0	$0
Jay M Murnick	Trustee	1	Director	$0	$0	$0
Maxine B Murnick	President, JCF	1	Director	$0	$0	$0
RoAnna Pascher	Trustee	1	Director	$0	$0	$0
Sheryl Pearlstein	Trustee	1	Director	$0	$0	$0
David Rak	Trustee	1	Director	$0	$0	$0
Larry Rein	Trustee	1	Director	$0	$0	$0
Leslie Dannin Rosenthal	Trustee	1	Director	$0	$0	$0
Larry L Rothenberg	Trustee	1	Director	$0	$0	$0
David Saginaw	Immediate Past President	1	Director	$0	$0	$0
Paula Saginaw	Trustee	1	Director	$0	$0	$0
Zev S Scherl	Chair, Global Connections	1	Director	$0	$0	$0
Maxine Schwartz	Vice President, Strategic Planning	1	Director	$0	$0	$0
Ira Steinberg	Trustee	1	Director	$0	$0	$0
Brett Tanzman	Trustee	1	Director	$0	$0	$0
Robbie Weissenberg	Trustee	1	Director	$0	$0	$0
Arielle Welt	Chair, NextGen	1	Director	$0	$0	$0
Gayle Wieseneck	Trustee	1	Director	$0	$0	$0
Jane Wilf	Trustee	1	Director	$0	$0	$0
Mark Wilf	Trustee	1	Director	$0	$0	$0
Ari Wise	Trustee	1	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
2025	$37,613,941	$34,109,115	$173,612,713	$3,504,826
2024	No data	No data	No data	No data
2023	$28,853,214	$31,861,306	$147,521,880	$-3,008,092
2022	$28,056,784	$29,143,089	$144,397,589	$-1,086,305
2021	$46,864,442	$29,553,411	$148,757,737	$17,311,031
2020	$42,384,667	$28,981,536	$111,500,937	$13,403,131
2019	$31,550,471	$27,936,086	$102,271,582	$3,614,385
2018	$32,755,155	$26,825,633	$100,310,057	$5,929,522

JEWISH FEDERATION OF GREATER METROWEST NJ