UNITED JEWISH FEDERATION OF NORTHEASTERN NEW YORK INC (EIN 222805163) - 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

1986

Legal Domicile

Principal Officer

JEFFREY HANDELMAN

Phone

5187837800

Tax Period

2023-01-01 to 2023-12-31

UNITED JEWISH FEDERATION OF NORTHEASTERN NEW YORK INC, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.3M in total revenue in fiscal year 2023. Revenue surged 345% from the prior year, signaling strong growth momentum. Expenses of $5.7M left a modest 11% surplus.

Mission

SEE PAGE 2, PART III, ITEM 1 FOR ORGANIZATION'S MISSION.

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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 $5,194,780

Program Service Revenue $0

Investment Income $634,022

Other Revenue $513,279

TOTAL REVENUE $6,342,081

Expense Breakdown

Grants Paid $3,402,004

Salaries & Benefits $1,490,524

Fundraising Expenses $423,748

Program Expenses $4,891,462

Other Expenses $765,403

TOTAL EXPENSES $5,657,931

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,342,081	$1,425,890	+3.4%
Expenses	$5,657,931	$4,311,146	+0.3%
Net Income	$684,150	$-2,885,256	-1.2%

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

500

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

$226,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY HANDELMAN	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
MINDY HOLLAND	CHAIR-ELECT	5.00	Officer Director	$0	$0	$0
JILL GOODMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DOUGLAS GOLDMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JESSICA HAUSLER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
EDWARD WLADIS	TREASURER	2.00	Officer Director	$0	$0	$0
ERIK LUSTGARTEN	SECRETARY & DIRECTOR	2.00	Officer Director	$0	$0	$0
DAVID MORRISON	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
PHYLLIS A WANG	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT FINKLE	SECOND IMMEDIATE PAST CHAI	1.00	Officer Director	$0	$0	$0
JOY DAVIDOFF	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DOLINS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DORKIN	DIRECTOR	1.00	Director	$0	$0	$0
MARC EHRLICH	DIRECTOR	1.00	Director	$0	$0	$0
ILENE FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
LEV GINSBURG	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL HOFFMANN	DIRECTOR	1.00	Director	$0	$0	$0
JESSE HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN JUSTA	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KAMENIR	DIRECTOR	1.00	Director	$0	$0	$0
RABBI ROBERT KASMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN KRAKOWER	DIRECTOR	1.00	Director	$0	$0	$0
BETTE KRAUT	DIRECTOR	1.00	Director	$0	$0	$0
MARK LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
PAULA METZNER	DIRECTOR	1.00	Director	$0	$0	$0
ABBY NASH	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS-JACK POZNER	DIRECTOR	1.00	Director	$0	$0	$0
RONA J POZNER	DIRECTOR	1.00	Director	$0	$0	$0
LEE ROSEN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ROSENBLUM	DIRECTOR	1.00	Director	$0	$0	$0
BJ ROSENFELD	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE ROTOR	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA SABO	DIRECTOR	1.00	Director	$0	$0	$0
GAIL SACCO	DIRECTOR	1.00	Director	$0	$0	$0
PINCHAS SHABAT	DIRECTOR	1.00	Director	$0	$0	$0
MALCOLM SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
JEROME SYKES	DIRECTOR	1.00	Director	$0	$0	$0
SHARON WATKINS-FOX	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL WEINBERG	DIRECTOR	1.00	Director	$0	$0	$0
GARY WEISKOPF	DIRECTOR	1.00	Director	$0	$0	$0
IRA ZACKON	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH ZAMER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KOVACH	PRESIDENT / CEO	40.00	Officer	$205,702	$20,570	$226,272
DEBORAH CHAPMAN	DIRECTOR OF PLANNED GIVING	40.00	Highest	$109,236	$10,924	$120,160
KARILYN B GOODKIN	DIRECTOR OF COMMUNITY ENGA	40.00	Highest	$115,236	$11,524	$126,760
ROCHELLE SHAPIRO	DIRECTOR OF COMMUNITY RELA	40.00	Highest	$102,064	$10,559	$112,623

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	$6,342,081	$5,657,931	$34,134,835	$684,150
2022	$1,425,890	$4,311,146	$30,844,573	$-2,885,256
2021	$13,428,022	$4,228,156	$35,049,786	$9,199,866
2020	$4,188,238	$4,482,539	$30,556,209	$-294,301
2019	$4,824,865	$4,427,738	$29,237,789	$397,127
2018	$5,445,255	$4,136,301	$25,807,284	$1,308,954

UNITED JEWISH FEDERATION OF NORTHEASTERN NEW YORK INC