United Jewish Federation of Princeton Mercer Bucks Inc

Nonprofit profile at a glance

EIN
232215070
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Princeton, NJ, USA
Phone
6092190555
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs
Affiliation
Judaism

Official website

Reported finances

Revenue
$1,017,005
Expenses
$914,992
Assets
$3,000,581
Liabilities
$642,555

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

Leadership & pay

24 people listed

Executive titles in this filing

  • BRIAN CHEVLIN (CO-PRESIDENT)
  • MICHAEL FELDSTEIN (CO-PRESIDENT)
  • JERRY NEUMANN (PAST PRESIDENT)

People named in this filing

  • BRIAN CHEVLIN (CO-PRESIDENT)
  • MICHAEL FELDSTEIN (CO-PRESIDENT)
  • JEREMY BLACK (CO-VP CAMPAIGN)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

The mission of the jewish federation of princeton mercer bucks is to preserve, secure, and strengthen jewish life and values in our community, the state of israel, and throughout the world.

What it reported doing in 2024

The jewish federation of princeton mercer bucks is the jewish community's central fundraising and planning organization with its roots dating back to september 1929. The federation raises funds through annual and directed campaigns. Funds are distributed to dozens of local, national and international agencies / programs supporting jewish communities. The funds are used to feed the hungry, educate students of all ages, care for the young and old, fight anti-semitism, and promote jewish culture and continuity.

Operating model

Revenue model
Donor-supported. 80% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 76% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 90
  • Accountability: 86
  • Sustainability: 64
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 67.9%; rating input score 68
  • Program expense ratio: 74%; rating input score 74
  • Fundraising efficiency: $7.58 raised per $1 spent on fundraising; rating input score 29; 29th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.2%; rating input score 99; 48th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 95.8%; rating input score 96; 26th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 10%; rating input score 61; 61st percentile among comparable filings
  • Total-asset coverage ratio: 3.28; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0.21; rating input score 30; 30th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 0.3% per year; rating input score 100; 19th percentile among comparable filings
  • Revenue growth: -3.3% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: 1.2% per year; rating input score 100; 22nd percentile among comparable filings

Details

  • Where the money goes: 67.9% of revenue deployed · 74% of spending went to programs
  • Governance: 23 of 24 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $677K in reported program spending
  • Leadership: top reported pay $0 · 24 people listed
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 6 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 — Financial Efficiency: Fundraising efficiency scored 29/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 30/100.