Jewish Federation of Greater MetroWest NJ
Nonprofit profile at a glance
- EIN
- 221487222
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Whippany, NJ, USA
- Phone
- (973) 929-3140
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- Federated Giving Programs
- Affiliation
- Judaism
Reported finances
- Revenue
- $37,613,941
- Expenses
- $34,109,115
- Assets
- $173,612,713
- Liabilities
- $28,258,331
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
69 people listed
Executive titles in this filing
- Dov Ben-Shimon (Asst Secy Exec VP/CEO (thru 9-2024))
- Steven D Levy (Asst Treas(thru 9-2024)/Interim CEO(started 10-2024))
- Michael Goldberg (President)
- Steven H Klinghoffer (Vice President)
- Jody Hurwitz Caplan (Vice President & Chair, Community Relations)
- Abbi Halpern (President, Women's Philanthropy)
Highest reported compensation
- Dov Ben-Shimon (Asst Secy Exec VP/CEO (thru 9-2024)): $442,421 total reported compensation
- Howard Rabner (COO/CFO): $305,001 total reported compensation
- Rebecca Pollack (Chief Development Officer): $276,897 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Federation is the heart and soul of our Jewish community’s philanthropic and humanitarian activities. It is where our community comes together as one to care for people in need and to nurture and sustain Jewish identity for future generations locally, in Israel, and around the world. Federation helps Jews in need locally, in Israel, and around the world. We also connect Jewish individuals and families to our Greater MetroWest Jewish community in ways that are personally meaningful to them. We fulfill our mission by offering a wide variety of programs to engage and educate the community as well as funding and supporting a community-wide and overseas network of partner agencies. How does Jewish Federation of Greater MetroWest NJ work with other local Jewish organizations? We are the hub of all things Jewish in Greater MetroWest NJ. Federation partners with local social service...
What it reported doing in 2024
Allocations to jewish community agencies locally: funding is directed to 501(c)(3) organizations located or providing services in New Jersey (particularly essex, morris, sussex, union and parts of somerset counties) to meet the human service needs of individuals with emphasis on jewish individuals, to strengthen jewish communal life through educational and cultural events, and to create strong bonds between jews in the local community and those in jewish communities around the world. Specific supported services include: jewish education, senior services, vocational services, mental health counseling for all ages, services for all individuals with special needs and their families, and social and recreational programming.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 47% for direct work, 50% for grants, and 3% for affiliated organizations.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 75
- Transparency & Controls: 83
- Accountability: 99
- Sustainability: 68
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 75.3%; rating input score 75
- Program expense ratio: 81.5%; rating input score 82
- Fundraising efficiency: $15.46 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings
Transparency & Controls
- Consistency checks: 95.2%; rating input score 95; 25th percentile among comparable filings
- Pay-setting controls: 5 of 6 controls in place; rating input score 83
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: 2 of 8 controls in place; rating input score 25
- Claims monitoring procedures: Pass
- Requires narrative reports: Pass
- Conducts field audits: Limited
- May suspend future funding: Limited
- Requires financial reports: Limited
- Conducts site visits: Limited
- Requires grant agreements: Limited
- May require repayment: Limited
- Grant itemization coverage: 99.6%; rating input score 100; 35th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 98.3%; rating input score 98; 31st percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- 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: Pass
Sustainability
- Operating margin: 9.3%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 5.09; rating input score 85; 85th percentile among comparable filings
- Liabilities to assets ratio: 0.16; rating input score 64; 64th percentile among comparable filings
- Officer compensation ratio: 6.8%; rating input score 37; 37th percentile among comparable filings
Growth
- Program expense growth: 1.4% per year; rating input score 100; 16th percentile among comparable filings
- Revenue growth: 2.7% per year; rating input score 100; 23rd percentile among comparable filings
- Asset growth: 7.8% per year; rating input score 100; 53rd percentile among comparable filings
Details
- What they do: 2 programs and campaigns described on the official site · 2 operating locations identified
- Where the money goes: 75.3% of revenue deployed · 81.5% of spending went to programs
- Governance: 59 of 60 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $27.8M in reported program spending
- Leadership: top reported pay $442K · 69 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 4 contractors listed · $1.1M reported
- Consistency: 50 of 51 current checks pass · 1 finding to review
- Schedules: 11 filed schedules · includes major donors, foreign activity, grants, executive pay, and related organizations
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 78 filed money-flow records
- Related organizations: 75 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Fundraising efficiency scored 50/100.
- Moderate — Sustainability: Officer compensation ratio scored 37/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.