UNITED JEWISH FEDERATION OF NORTHEASTERN NEW YORK INC

EIN: 222805163 501(c)(3) Philanthropy & Grantmaking

ALBANY, NY

Total Revenue
$6,342,081
Total Expenses
$5,657,931
Total Assets
$34,134,835
Net Assets
$31,252,890
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
NY
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

TO BUILD / MAINTAIN A STRONG AND UNITED JEWISH COMMUNITY IN ORDER TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE. THE FEDERATION IS THE CENTRAL AGENCY FOR MEETING JEWISH NEEDS AND ARTICULATING JEWISH CONCERNS IN THE CAPITAL REGION, IN ISRAEL, AND NATIONALLY.

Program Service Accomplishments

Program 1
Expenses: $4,891,462

THE FEDERATION FULFILLS ITS MISSION BY:>> PROVIDING FINANCIAL RESOURCES TO HELP MEET COMMUNITY NEEDS, LOCALLY, NATIONALLY, IN ISRAEL, AND AROUND THE WORLD (SEE SCHEDULE I FOR MORE DETAILED...

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THE FEDERATION FULFILLS ITS MISSION BY:>> PROVIDING FINANCIAL RESOURCES TO HELP MEET COMMUNITY NEEDS, LOCALLY, NATIONALLY, IN ISRAEL, AND AROUND THE WORLD (SEE SCHEDULE I FOR MORE DETAILED INFORMATION)>> SUPPLYING EDUCATIONAL RESOURCES FOR CHILDREN AND ADULTS, EDUCATORS AND FAMILIES>> WORKING WITH THE MEDIA, POLICY-MAKERS, AND OTHER OPINION-SHAPERS ON BEHALF OF VARIOUS COMMUNITY CONSTITUENCIES>> KEEPING THE COMMUNITY INFORMED ABOUT RELEVANT CURRENT ISSUES>> CHANGING LIVES AND GIVING PEOPLE THE OPPORTUNITY FOR NEW EXPERIENCES THROUGH PROGRAMS AND SERVICES

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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%)

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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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Governance

Voting Members
44
Independent Members
44
Employees
16
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
11
$226,272
Total Directors
44
$0
Key Employees
0
$0
Highest Compensated
3
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
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