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Community Development : Jewish Federations (Fundraising)

Jewish Federation of Greater Metrowest NJ

Saving the world, one person at a time, every day

four stars

90.75

901 Route 10 P.O. Box 929
Whippany, NJ 07981
tel: (973) 929-3028   Web Site
EIN: 22-1487222

Board Leadership
Leslie Dannin Rosenthal
President

CEO
Dov Ben-Shimon
Executive Vice President

  Score
(out of 100)
Rating
Overall Score & Rating 90.75 four stars
  Financial 87.55 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/21/2016 using data provided by the charity on a consolidated pro forma 990 which was verified against 990s received from the IRS.

Learn more about how we calculate the overall score and rating.

Financial

three stars

87.55

Accountability & Transparency

four stars

96.00

This rating was published 12/21/2016 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)
85.8%
  Administrative Expenses 5.9%
  Fundraising Expenses 8.2%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 3.48
  Program Expenses Growth 5.1%
  Liabilities to Assets 40.9%
All data for Financial Performance Metrics calculations was provided by Jewish Federation of Greater Metrowest NJ on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Jewish Federation of Greater Metrowest NJ on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Jewish Federation of Greater Metrowest NJ (NJ) 90.75 four stars
UJA-Federation of New York (NY) 87.36 three stars
Jewish Federation of Southern Arizona (AZ) 92.86 four stars
Jewish Federation of Silicon Valley (CA) 96.94 four stars
Jewish Federation of Greater Kansas City (KS) 91.45 four stars

Compare These Charities (Highly Rated)

The Jewish Federation of Metrowest New Jersey helps to make Jewish education and Jewish camping affordable, stands up for Israel, and connects people socially and culturally to their heritage in countless ways. We respond to emergencies near and far, from Haiti to the Jersey shore. The largest Jewish philanthropy in New Jersey, Federation encompasses Essex, Morris, Sussex, Union, and parts of Somerset County. We have the expertise and experience to leverage the work of our 27 local and overseas partner agencies so that what we accomplish, with the help of people like you, is far greater than what one organization or person can achieve on their own.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $35,213,544
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $533,156
   Government Grants $30,000
Total Contributions $35,776,700
   Program Service Revenue $2,016,840
Total Primary Revenue $37,793,540
   Other Revenue $12,449,952
TOTAL REVENUE $50,243,492
   
EXPENSES  
   Program Expenses $41,030,010
   Administrative Expenses $3,381,186
   Fundraising Expenses $4,436,393
TOTAL FUNCTIONAL EXPENSES $48,847,589
   
Payments to Affiliates $883,115
Excess (or Deficit) for the year $1,395,903
   
Net Assets $196,074,387

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Endowment Funds $34,940,467 85.2%
Allocations to Jewish Community Agencies $5,482,199 13.4%
Allocations to Serve Jewish Communities Overseas $607,344 1.5%

Ratings History
Jewish Federation of Greater Metrowest NJ has received 4 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 12/21/2016 90.75 four stars
2014-06 08/01/2016 96.46 four stars
2013-06 06/01/2016 98.23 four stars
 
CN 2.0
2013-06 11/01/2014 99.04 four stars
2012-06 05/01/2014 91.70 four stars
2011-06 09/01/2012 84.23 three stars
2010-06 07/01/2012 83.19 three stars
2009-06 09/20/2011 87.18 three stars
 
CN 1.0
2009-06 12/01/2010 78.50 two stars
2008-06 12/15/2009 94.04 four stars
2007-06 02/01/2009 86.04 three stars
2006-06 12/15/2007 88.78 three stars
2005-06 12/01/2006 87.91 three stars
2004-06 10/01/2005 82.90 three stars
2003-06 12/01/2004 86.18 three stars
2002-06 12/01/2003 83.70 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 22-1487222
Name in IRS Master File JEWISH FEDERATION OF GREATER METROWEST NJ
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (922) Endowment fund or financial services
(927) Fundraising
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Central - the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Group Name [Not Applicable]
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$109,686 0.22% Dov Ben-Shimon Chief Executive Officer
Other Salaries of Note
$293,131 0.60% Max L. Kleinman Former Executive Vice President

The Jewish Federation of Metrowest New Jersey helps to make Jewish education and Jewish camping affordable, stands up for Israel, and connects people socially and culturally to their heritage in countless ways. We respond to emergencies near and far, from Haiti to the Jersey shore. The largest Jewish philanthropy in New Jersey, Federation encompasses Essex, Morris, Sussex, Union, and parts of Somerset County. We have the expertise and experience to leverage the work of our 27 local and overseas partner agencies so that what we accomplish, with the help of people like you, is far greater than what one organization or person can achieve on their own.

Highly Rated

Charity Name & State Overall Score Overall Rating
Jewish Federation of Greater Metrowest NJ (NJ) 90.75 four stars
Jewish Community Federation of Greater Chattanooga (TN) 87.96 three stars
Jewish Federation of the Desert (CA) 85.07 three stars
The Jewish Federation of Greater Washington (MD) 88.35 three stars
Jewish Federation of Omaha (NE) 91.16 four stars

Compare These Charities (Highly Rated)

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Note: This rating represents consolidated financial data for these organizations:

  • United Jewish Federation of MetroWest New Jersey
  • Jewish Community Foundation of MetroWest New Jersey (22-1714130)
  • Partnership for Jewish Learning and Life (27-0144390)
  • Jewish Times Enterprises (27-0429189)

Charity Contact Info

Jewish Federation of Greater Metrowest NJ
901 Route 10
P.O. Box 929
Whippany, NJ 07981
tel: (973) 929-3028
fax: (973) 884-7361
EIN: 22-1487222

Visit Web Site

Board Leadership

Leslie Dannin Rosenthal
President

CEO

Dov Ben-Shimon
Executive Vice President

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