UNITED JEWISH FEDERATION OF PRINCE… - 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

1931

Legal Domicile

Principal Officer

MARK MERKOVITZ

Phone

6092190555

Tax Period

2024-07-01 to 2025-06-30

UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC, founded in 1931, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $915K left a modest 10% surplus.

Mission

THE MISSION OF THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS TO PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES IN OUR COMMUNITY, THE STATE OF ISRAEL, AND THROUGHOUT THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $676,670

THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS THE JEWISH COMMUNITY'S CENTRAL FUNDRAISING AND PLANNING ORGANIZATION WITH ITS ROOTS DATING BACK TO SEPTEMBER 1929. THE FEDERATION RAISES FUNDS...

THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS THE JEWISH COMMUNITY'S CENTRAL FUNDRAISING AND PLANNING ORGANIZATION WITH ITS ROOTS DATING BACK TO SEPTEMBER 1929. THE FEDERATION RAISES FUNDS THROUGH ANNUAL AND DIRECTED CAMPAIGNS. FUNDS ARE DISTRIBUTED TO DOZENS OF LOCAL, NATIONAL AND INTERNATIONAL AGENCIES / PROGRAMS SUPPORTING JEWISH COMMUNITIES. THE FUNDS ARE USED TO FEED THE HUNGRY, EDUCATE STUDENTS OF ALL AGES, CARE FOR THE YOUNG AND OLD, FIGHT ANTI-SEMITISM, AND PROMOTE JEWISH CULTURE AND CONTINUITY.

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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 $814,941

Program Service Revenue $0

Investment Income $42,398

Other Revenue $159,666

TOTAL REVENUE $1,017,005

Expense Breakdown

Grants Paid $511,677

Salaries & Benefits $187,000

Fundraising Expenses $107,453

Program Expenses $676,670

Other Expenses $216,315

TOTAL EXPENSES $914,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,017,005	$1,262,285	-0.2%
Expenses	$914,992	$1,295,117	-0.3%
Net Income	$102,013	$-32,832	-4.1%

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

100

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN CHEVLIN	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL FELDSTEIN	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
JEREMY BLACK	CO-VP CAMPAIGN	5.00	Officer Director	$0	$0	$0
ANDREA SILVERSTEIN	CO-VP CAMPAIGN	5.00	Officer Director	$0	$0	$0
MARCY SAMET	VP MARKETING	5.00	Officer Director	$0	$0	$0
JAN KUSHNER	TREASURER	5.00	Officer Director	$0	$0	$0
SETH JOSEPHSON	VP ALLOCATIONS	5.00	Officer Director	$0	$0	$0
LISA TOBIAS	VP ISRAEL/OVERSEAS	5.00	Officer Director	$0	$0	$0
HOWARD COHEN	VP ADMINISTRATION	5.00	Officer Director	$0	$0	$0
DON LIEBOWITZ	SECRETARY	5.00	Officer Director	$0	$0	$0
JERRY NEUMANN	PAST PRESIDENT	1.00	Director	$0	$0	$0
JUDY AXELROD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN BRENT	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY EDELMAN MEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
MINDY GALLAGHER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN NAZARIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA RUBINSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SCHRAGGER	BOARD MEMBER	1.00	Director	$0	$0	$0
DANI STEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GAIL SUSSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARISSA TREU	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI WEIR	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE WILL	BOARD MEMBER	1.00	Director	$0	$0	$0
RABBI ADENA BLUM	EX-OFFICIO	1.00	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
2025	$1,017,005	$914,992	$3,000,581	$102,013
2024	$1,262,285	$1,295,117	$2,845,139	$-32,832
2023	$879,406	$860,655	$2,507,136	$18,751
2022	$1,072,481	$1,009,144	$2,373,106	$63,337
2021	$912,990	$828,209	$2,569,922	$84,781
2020	$966,199	$950,671	$3,014,995	$15,528
2019	$824,174	$1,027,876	$3,191,989	$-203,702
2018	$1,047,943	$1,028,245	$3,246,076	$19,698

UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC