THE JEWISH FEDERATION OF MIDDLESEX… - 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

1986

Legal Domicile

Principal Officer

MARCIA SCHWARTZ

Phone

7325881800

Tax Period

2024-01-01 to 2024-12-31

THE JEWISH FEDERATION OF MIDDLESEX & MONMOUTH COUNTIES A NJ NONPROFIT CORP, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.8M in total revenue in fiscal year 2024. The organization ran a surplus of $605K, a strong 16% operating margin.

Mission

THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES, A NJ NON-PROFIT CORPORATION, ALSO KNOWN AS THE JEWISH FEDERATION IN THE HEART OF NEW JERSEY, BRINGS TOGETHER PEOPLE, PARTNERS AND RESOURCES TO FULFILL THE MOST IMPORTANT NEEDS AND ASPIRATIONS OF OUR COMMUNITY.WE CARE FOR THE VULNERABLE LOCALLY AND WORLDWIDE, FORGE STRONG CONNECTIONS WITH ISRAEL, ATTRACT PEOPLE TO A MORE VIBRANT COMMUNITY, AND INSPIRE THE NEXT GENERATION TO EMBRACE JEWISH LIFE.

Program Service Accomplishments

Program 1

Expenses: $515,825

FUND VARIOUS JEWISH PROGRAMS TO ENGAGE AND SUPPORT THE JEWISH COMMUNITY.

Program 2

Expenses: $510,282

CREATE A JEWISH LEGACY PROMOTES THE MESSAGE THAT ALL OF US, REGARDLESS OF AGE, WEALTH OR AFFILIATION, HAVE THE ABILITY TO MAKE A DIFFERENCE IN THE LIVES OF FUTURE JEWISH GENERATIONS THROUGH PERMANENT ENDOWMENTS. THIS MESSAGE WAS SHARED WITH MEMBERS OF SYNAGOGUES, SOCIAL SERVICE AGENCIES, AND ADULT COMMUNITIES.

Program 3

Expenses: $1,358,638

FEDERATION PROVIDES FUNDING TO OTHER ORGANIZATIONS FOR PROGRAMS THAT BENEFIT THEIR TARGET COMMUNITY. SITE VISITS ARE CONDUCTED TO MONITOR PERFORMANCE, INCLUDING ATTENDANCE AT BOARD MEETINGS TO...

FEDERATION PROVIDES FUNDING TO OTHER ORGANIZATIONS FOR PROGRAMS THAT BENEFIT THEIR TARGET COMMUNITY. SITE VISITS ARE CONDUCTED TO MONITOR PERFORMANCE, INCLUDING ATTENDANCE AT BOARD MEETINGS TO ARTICULATE FEDERATION PHILOSOPHY AND POLICY, AND TO REMAIN INFORMED ABOUT UPDATES AT THE ORGANIZATIONS.

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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 $2,961,571

Program Service Revenue $0

Investment Income $845,680

Other Revenue $0

TOTAL REVENUE $3,807,251

Expense Breakdown

Grants Paid $1,353,779

Salaries & Benefits $1,210,077

Fundraising Expenses $423,512

Program Expenses $2,688,319

Other Expenses $638,098

TOTAL EXPENSES $3,201,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,807,251	$3,999,512	0.0%
Expenses	$3,201,954	$3,659,379	-0.1%
Net Income	$605,297	$340,133	+0.8%

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

Total Directors

Key Employees

$262,732

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MURRAY KATZ	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHERYL MARKBREITER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CAROL KOMINSKY	TREASURER	5.00	Officer Director	$0	$0	$0
SHERYL GRUTMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
JOEL KRINSKY	TRUSTEE	1.00	Director	$0	$0	$0
KEN PHILMUS	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
MARCIA SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
ELISE FELDMAN	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN ANTMAN	EXECUTIVE DIRECTOR	36.00	Key Emp	$235,385	$27,347	$262,732
ELWOOD CLASS	DIRECTOR OF FINANCE & ADMINISTRATION	36.00	Highest	$120,000	$6,726	$126,726

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	$3,807,251	$3,201,954	$32,668,543	$605,297
2023	$3,999,512	$3,659,379	$29,917,810	$340,133
2022	$3,745,542	$3,182,111	$25,717,958	$563,431
2021	$6,120,262	$2,953,872	$28,704,283	$3,166,390
2020	$3,970,466	$2,922,450	$23,790,764	$1,048,016
2019	$3,338,428	$3,694,774	$21,198,087	$-356,346

THE JEWISH FEDERATION OF MIDDLESEX & MONMOUTH COUNTIES A NJ NONPROFIT CORP