UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC

EIN: 232215070 501(c)(3) Philanthropy & Grantmaking

PRINCETON, NJ

Total Revenue
$1,017,005
Total Expenses
$914,992
Total Assets
$3,000,581
Net Assets
$2,358,026
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1931
Legal Domicile
NJ
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

STRENGTHENS JEWISH LIFE AND VALUES BY UNDERWRITING EDUCATIONAL PROGRAMMING AND SOCIAL 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 (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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Governance

Voting Members
24
Independent Members
23
Employees
2
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
10
$0
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
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
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