UNITED JEWISH FEDERATION (EIN 251295305) - 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

Principal Officer

ROBERT HOROWITZ

Phone

8145360647

Tax Period

2024-11-01 to 2025-10-31

UNITED JEWISH FEDERATION is a small nonprofit in the Philanthropy & Grantmaking sector that reported $262K in total revenue in fiscal year 2024. The organization ran a surplus of $229K, a strong 87% operating margin.

Mission

RAISE AND DISTRIBUTE FUNDS FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES.

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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 $262,028

Program Service Revenue $0

Investment Income $35

Other Revenue $0

TOTAL REVENUE $262,063

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $3,199

TOTAL EXPENSES $33,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,063	$254,367	+0.0%
Expenses	$33,199	$277,686	-0.9%
Net Income	$228,864	$-23,319	-10.8%

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

N/A

Volunteers

N/A

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
ROBERT HOROWITZ	PRESIDENT/TR	1.50	Officer Director	$0	$0	$0
ERIC HOCHFELD	1ST VICE PRE	0.25	Officer Director	$0	$0	$0
STEVEN STERN	2ND VICE PRE	0.25	Officer Director	$0	$0	$0
LOUISE ABRAMS	SECRETARY	0.25	Officer Director	$0	$0	$0
MARCIA KISSEL	BOARD MEMBER	0.00	Director	$0	$0	$0
IAN KATZ	BOARD MEMBER	0.00	Director	$0	$0	$0
SAM GLASS	BOARD MEMBER	0.00	Director	$0	$0	$0
ALBERT MALL	BOARD MEMBER	0.00	Director	$0	$0	$0
FRANCINE GLASS	BOARD MEMBER	0.00	Director	$0	$0	$0
HOWARD BERNSTEIN	BOARD MEMBER	0.00	Director	$0	$0	$0
BRUCE HORN	BOARD MEMBER	0.00	Director	$0	$0	$0
BARBARA ROSENBERG	BOARD MEMBER	0.00	Director	$0	$0	$0
JULIE KATZ	BOARD MEMBER	0.00	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	$262,063	$33,199	$245,607	$228,864
2024	$254,367	$277,686	$16,743	$-23,319
2023	$226,957	$494,348	$39,562	$-267,391
2022	$278,545	$150,786	$306,953	$127,759
2021	$324,873	$241,261	$179,194	$83,612

UNITED JEWISH FEDERATION