Jewish Federation of Broome County Inc

Nonprofit profile at a glance

EIN
237300057
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Vestal, NY, USA
Phone
6077242332
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs
Affiliation
Judaism

Official website

Reported finances

Revenue
$680,919
Expenses
$634,048
Assets
$2,654,758
Liabilities
$23,087

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

33 people listed

Executive titles in this filing

  • DR MARK WALKER (Vice President)
  • SUZANNE HOLWITT (President)
  • HOWARD WARNER (Past President)

Highest reported compensation

  • SHELLEY HUBAL (Executive Dir.): $40,500 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the quality of jewish life in the southern tier of New York state and to promote jewish identity and welfare, in israel and throughout the world.

What it reported doing in 2024

The jewish federation serves as the umbrella organization for all other jewish centered programs and organizations within broome county New York. It sponsors community programs such as the jewish film festival. It raises funds on an annual campaign basis for jfna and other national and local organizations. These funds are allocated after intensive scrutiny and discussions by the executive committee and board of directors.

Operating model

Revenue model
Donor-supported. 72% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 61% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 76
  • Accountability: 95
  • Sustainability: 64
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.6%; rating input score 85
  • Program expense ratio: 82.3%; rating input score 82
  • Fundraising efficiency: $18.85 raised per $1 spent on fundraising; rating input score 57; 57th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 12th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: 2 of 8 controls in place; rating input score 25
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Limited
    • Conducts field audits: Limited
    • May suspend future funding: Limited
    • Requires financial reports: Pass
    • Conducts site visits: Limited
    • Requires grant agreements: Limited
    • May require repayment: Limited
  • Grant itemization coverage: 98.6%; rating input score 99; 47th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 6.9%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 4.19; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 70; 70th percentile among comparable filings
  • Officer compensation ratio: 6.4%; rating input score 49; 49th percentile among comparable filings

Growth

  • Program expense growth: -4.6% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: -4% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: 2.9% per year; rating input score 100; 29th percentile among comparable filings

Details

  • Where the money goes: 84.6% of revenue deployed · 82.3% of spending went to programs
  • Governance: 33 of 33 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $522K in reported program spending
  • Leadership: top reported pay $40K · 33 people listed
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, foreign activity, and grants
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 57/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 49/100.