JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC (EIN 237174039) - 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

1964

Legal Domicile

Principal Officer

JOYCE KALSTEIN

Phone

6092409511

Tax Period

2024-07-01 to 2025-06-30

JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC, founded in 1964, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 31% operating margin.

Mission

TO PROMOTE ENDOWED PHILANTHROPY AND TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE JEWISH COMMUNITY AND OTHER CHARITABLE INSTITUTIONS.

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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 $2,971,528

Program Service Revenue $185,332

Investment Income $336,511

Other Revenue $8,500

TOTAL REVENUE $3,501,871

Expense Breakdown

Grants Paid $1,978,237

Salaries & Benefits $151,484

Fundraising Expenses $16,963

Program Expenses $2,309,130

Other Expenses $276,135

TOTAL EXPENSES $2,405,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,501,871	$2,899,108	+0.2%
Expenses	$2,405,856	$1,981,913	+0.2%
Net Income	$1,096,015	$917,195	+0.2%

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

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

$5,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH ENGLEZOS	EXCUTIVE DIR	25.00	Officer	$5,500	$0	$5,500
HOWARD COHEN	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN FALCON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL FELDSTEIN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
HARVEY FRAM	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DEBRA HARRISON	TRUSTEE	1.00	Director	$0	$0	$0
MARK JANOFSKY	TREASURER	2.00	Officer Director	$0	$0	$0
JOYCE KALSTEIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARCIA KRAKAUER	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL MANNING	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY MILLER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS MOORE	TRUSTEE	2.00	Officer Director	$0	$0	$0
NORMA SAKS	TRUSTEE	2.00	Director	$0	$0	$0
JAMES SCHRAGGER	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSEPH SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
JILL SCHWARTZ-CHEVLIN	TRUSTEE	1.00	Director	$0	$0	$0
ALEX SIMANOVSKY	TRUSTEE	N/A	Director	$0	$0	$0
JOANNE SNOW	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SCOTT TELLER	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA WALDORF	TRUSTEE	1.00	Director	$0	$0	$0
TIFFANY WILLNER	TRUSTEE	1.00	Director	$0	$0	$0
MARC WISOTSKY	TRUSTEE	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	$3,501,871	$2,405,856	$21,416,187	$1,096,015
2024	$2,899,108	$1,981,913	$18,275,593	$917,195
2023	$1,707,225	$1,579,693	$14,968,369	$127,532
2022	$2,434,120	$1,848,285	$13,517,816	$585,835
2021	$1,741,130	$1,714,845	$15,338,171	$26,285
2020	$1,316,298	$1,755,312	$11,097,696	$-439,014
2019	$1,535,808	$1,656,916	$11,481,935	$-121,108
2018	$1,259,681	$1,641,673	$11,459,693	$-381,992

JEWISH COMMUNITY FOUNDATION OF GREATER MERCER INC