Jewish Federation Of Middlesex And Monmouth Counties
Jewish Federation of Middlesex and Monmouth Counties: Strong Assets, Inconsistent Revenue
EIN: 221500549 · South River, NJ · NTEE: T70Z · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $4.1M |
| Total Expenses | $3.7M |
| Program Spending | 85% |
| Net Assets | $25.2M |
| Transparency Score | 75/100 |
Is Jewish Federation Of Middlesex And Monmouth Counties Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jewish Federation Of Middlesex And Monmouth Counties directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jewish Federation Of Middlesex And Monmouth Counties
Jewish Federation Of Middlesex And Monmouth Counties (EIN: 221500549) is a nonprofit organization based in South River, NJ, classified under NTEE code T70Z. The organization reported total revenue of $4.1M and total assets of $32.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jewish Federation Of Middlesex And Monmouth Counties's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jewish Federation Of Middlesex And Monmouth Counties is a mid-size nonprofit that has been operating for 71 years, with 14 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.0M |
| Total Expenses | $3.7M |
| Surplus / Deficit | +$340K |
| Total Assets | $29.9M |
| Total Liabilities | $4.7M |
| Net Assets | $25.2M |
| Operating Margin | 8.5% |
| Debt-to-Asset Ratio | 15.9% |
| Months of Reserves | 98.1 months |
Financial Health Grade: A
In 2023, Jewish Federation Of Middlesex And Monmouth Counties reported a surplus of $340K with revenue exceeding expenses, holds 98.1 months of operating reserves (strong position), has a debt-to-asset ratio of 15.9% (very low leverage).
Financial Trends
Over 14 years of filings (2011–2023), Jewish Federation Of Middlesex And Monmouth Counties's revenue has grown at a compound annual growth rate (CAGR) of 3.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +6.8% | +15.0% | +16.3% |
| 2022 | -38.8% | +7.7% | -10.4% |
| 2021 | +54.1% | +1.1% | +20.7% |
| 2020 | +18.9% | -20.9% | +12.2% |
| 2019 | -14.5% | -25.4% | +7.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1955 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jewish Federation Of Middlesex And Monmouth Counties with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Jewish Federation Of Middlesex And Monmouth Counties allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $340K, with revenue exceeding expenses.
- Debt-to-asset ratio: 15.9%.
Executive Compensation Analysis
Executive compensation is not explicitly detailed in the provided data, preventing a specific assessment of its reasonableness relative to the organization's revenue and assets.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jewish Federation Of Middlesex And Monmouth Counties's IRS 990 filings:
- Revenue has shown significant fluctuations over the past several years, with a peak of $6,120,262 in 2021 and a drop to $3,999,512 in 2023, which could impact long-term program stability.
- Despite revenue fluctuations, total assets have steadily increased from $19,641,307 in 2018 to $29,917,810 in 2023, suggesting strong asset management but also a potential for underutilization if not actively deployed for mission.
Strengths
The following positive indicators were identified for Jewish Federation Of Middlesex And Monmouth Counties:
- The organization maintains a very strong asset base, growing from $19,641,307 in 2018 to $29,917,810 in 2023, providing significant financial stability.
- Consistently low lobbying costs (0%) across all reported years indicate a direct focus on programmatic activities.
- The organization consistently reports a healthy surplus of revenue over expenses in most years, contributing to asset growth.
Frequently Asked Questions about Jewish Federation Of Middlesex And Monmouth Counties
Is Jewish Federation Of Middlesex And Monmouth Counties a legitimate charity?
Based on AI analysis of IRS 990 filings, Jewish Federation Of Middlesex And Monmouth Counties (EIN: 221500549) some concerns. Mission Score: 75/100. 2 red flags identified, 3 strengths noted.
How does Jewish Federation Of Middlesex And Monmouth Counties spend its money?
Jewish Federation Of Middlesex And Monmouth Counties directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jewish Federation Of Middlesex And Monmouth Counties tax-deductible?
Jewish Federation Of Middlesex And Monmouth Counties is registered as a tax-exempt nonprofit (EIN: 221500549). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Jewish Federation Of Middlesex And Monmouth Counties's spending goes to programs?
Jewish Federation Of Middlesex And Monmouth Counties directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Jewish Federation Of Middlesex And Monmouth Counties compare to similar nonprofits?
With a transparency score of 75/100 (Good), Jewish Federation Of Middlesex And Monmouth Counties is above average for NTEE category T70Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jewish Federation Of Middlesex And Monmouth Counties located?
Jewish Federation Of Middlesex And Monmouth Counties is headquartered in South River, New Jersey and files with the IRS under EIN 221500549. It is classified under NTEE code T70Z.
How many years of IRS 990 filings does Jewish Federation Of Middlesex And Monmouth Counties have?
Jewish Federation Of Middlesex And Monmouth Counties has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.1M in total revenue.
What does Jewish Federation Of Middlesex And Monmouth Counties do?
Jewish Federation Of Middlesex And Monmouth Counties is a nonprofit organization in the Philanthropy, Voluntarism & Grantmaking sector, located in South River, New Jersey. It is classified under NTEE code T70Z.
How much revenue does Jewish Federation Of Middlesex And Monmouth Counties have?
Jewish Federation Of Middlesex And Monmouth Counties reported total revenue of $4,090,595. Based on 14 IRS 990 filings on record.
What are Jewish Federation Of Middlesex And Monmouth Counties's total assets?
Jewish Federation Of Middlesex And Monmouth Counties holds total assets of $32,668,543 as reported in IRS 990 filings.
Where is Jewish Federation Of Middlesex And Monmouth Counties located?
Jewish Federation Of Middlesex And Monmouth Counties is based in South River, New Jersey.
What is Jewish Federation Of Middlesex And Monmouth Counties's EIN?
Jewish Federation Of Middlesex And Monmouth Counties's Employer Identification Number (EIN) is 221500549. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Jewish Federation Of Middlesex And Monmouth Counties?
Jewish Federation Of Middlesex And Monmouth Counties is classified under NTEE code T70Z (Philanthropy, Voluntarism & Grantmaking).
Is Jewish Federation Of Middlesex And Monmouth Counties a registered 501(c)(3)?
Yes, Jewish Federation Of Middlesex And Monmouth Counties is recognized as a tax-exempt organization by the IRS. EIN: 221500549.
Does Jewish Federation Of Middlesex And Monmouth Counties file IRS Form 990?
Yes, Jewish Federation Of Middlesex And Monmouth Counties has 14 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Jewish Federation Of Middlesex And Monmouth Counties's revenue in 2023?
In the 202312 filing period, Jewish Federation Of Middlesex And Monmouth Counties reported total revenue of $3,999,512, total expenses of $3,659,379, and net assets of $29,917,810.
Is Jewish Federation Of Middlesex And Monmouth Counties's revenue growing or declining?
Jewish Federation Of Middlesex And Monmouth Counties's revenue is growing. Revenue went from $3,745,542 (202212) to $3,999,512 (202312), a +6.8% change. Based on 14 filings on record.
What is Jewish Federation Of Middlesex And Monmouth Counties's most recent 990 filing?
The most recent IRS Form 990 filing for Jewish Federation Of Middlesex And Monmouth Counties covers tax period 202312. It shows revenue of $3,999,512, expenses of $3,659,379, total assets of $29,917,810, and liabilities of $4,744,421.
How much does Jewish Federation Of Middlesex And Monmouth Counties spend on programs vs administration?
Based on IRS 990 analysis, Jewish Federation Of Middlesex And Monmouth Counties allocates approximately 85% of expenses to program services, 10% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is Jewish Federation Of Middlesex And Monmouth Counties a trustworthy charity?
Based on AI analysis of IRS 990 data, Jewish Federation Of Middlesex And Monmouth Counties appears trustworthy. Mission Score: 75/100 (Good). 2 red flags identified. 3 strengths noted.
What are the red flags for Jewish Federation Of Middlesex And Monmouth Counties?
The following concerns were identified: Revenue has shown significant fluctuations over the past several years, with a peak of $6,120,262 in 2021 and a drop to $3,999,512 in 2023, which could impact long-term program stability.. Despite revenue fluctuations, total assets have steadily increased from $19,641,307 in 2018 to $29,917,810 in 2023, suggesting strong asset management but also a potential for underutilization if not actively deployed for mission.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Jewish Federation Of Middlesex And Monmouth Counties's strengths?
Positive indicators for Jewish Federation Of Middlesex And Monmouth Counties include: The organization maintains a very strong asset base, growing from $19,641,307 in 2018 to $29,917,810 in 2023, providing significant financial stability.. Consistently low lobbying costs (0%) across all reported years indicate a direct focus on programmatic activities.. The organization consistently reports a healthy surplus of revenue over expenses in most years, contributing to asset growth.. These findings are derived from AI analysis of the organization's financial filings.
How does Jewish Federation Of Middlesex And Monmouth Counties compensate executives?
Executive compensation is not explicitly detailed in the provided data, preventing a specific assessment of its reasonableness relative to the organization's revenue and assets. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the significant increase in assets from $19.6M in 2018 to $29.9M in 2023, how does the organization plan to leverage this growing capital to further its mission, especially in years with declining revenue?
While assets have grown, the data doesn't explicitly detail the strategic deployment of this capital. A deeper dive into investment strategies and how these assets directly support or expand programs, particularly when revenue dips (e.g., from $6.1M in 2021 to $4.0M in 2023), would be beneficial to understand their impact on mission delivery.
Filing History
IRS 990 filing history for Jewish Federation Of Middlesex And Monmouth Counties showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2011–2023), Jewish Federation Of Middlesex And Monmouth Counties's revenue has grown by 47.9%, moving from $2.7M to $4.0M. Total assets increased by 112.4% over the same period, from $14.1M to $29.9M. Total functional expenses rose by 24.7%, from $2.9M to $3.7M. In its most recent filing year (2023), Jewish Federation Of Middlesex And Monmouth Counties reported a surplus of $340K, with revenue exceeding expenses. The organization holds $4.7M in liabilities against $29.9M in assets (debt-to-asset ratio: 15.9%), resulting in net assets of $25.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.0M | $3.7M | $29.9M | $4.7M | — | — |
| 2022 | $3.7M | $3.2M | $25.7M | $3.2M | — | View 990 |
| 2021 | $6.1M | $3.0M | $28.7M | $3.5M | — | View 990 |
| 2020 | $4.0M | $2.9M | $23.8M | $2.9M | — | View 990 |
| 2019 | $3.3M | $3.7M | $21.2M | $2.5M | — | View 990 |
| 2018 | $3.9M | $5.0M | $19.6M | $2.6M | — | View 990 |
| 2017 | $6.0M | $4.9M | $21.6M | $1.8M | — | View 990 |
| 2016 | $4.7M | $5.0M | $20.2M | $2.2M | — | View 990 |
| 2015 | $4.7M | $4.9M | $20.3M | $2.5M | — | View 990 |
| 2014 | $1.8M | $1.8M | $15.7M | $2.3M | — | View 990 |
| 2014 | $2.7M | $2.8M | $15.5M | $2.0M | — | View 990 |
| 2013 | $2.8M | $2.8M | $14.5M | $2.0M | — | View 990 |
| 2012 | $2.7M | $2.8M | $13.8M | $2.1M | — | View 990 |
| 2011 | $2.7M | $2.9M | $14.1M | $2.2M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.0M, expenses of $3.7M, and assets of $29.9M (revenue +6.8% year-over-year).
- 2022: Revenue of $3.7M, expenses of $3.2M, and assets of $25.7M (revenue -38.8% year-over-year).
- 2021: Revenue of $6.1M, expenses of $3.0M, and assets of $28.7M (revenue +54.1% year-over-year).
- 2020: Revenue of $4.0M, expenses of $2.9M, and assets of $23.8M (revenue +18.9% year-over-year).
- 2019: Revenue of $3.3M, expenses of $3.7M, and assets of $21.2M (revenue -14.5% year-over-year).
- 2018: Revenue of $3.9M, expenses of $5.0M, and assets of $19.6M (revenue -34.4% year-over-year).
- 2017: Revenue of $6.0M, expenses of $4.9M, and assets of $21.6M (revenue +27.6% year-over-year).
- 2016: Revenue of $4.7M, expenses of $5.0M, and assets of $20.2M (revenue -0.8% year-over-year).
- 2015: Revenue of $4.7M, expenses of $4.9M, and assets of $20.3M (revenue +159.7% year-over-year).
- 2014: Revenue of $1.8M, expenses of $1.8M, and assets of $15.7M (revenue -33.1% year-over-year).
- 2014: Revenue of $2.7M, expenses of $2.8M, and assets of $15.5M (revenue -4.4% year-over-year).
- 2013: Revenue of $2.8M, expenses of $2.8M, and assets of $14.5M (revenue +3.0% year-over-year).
- 2012: Revenue of $2.7M, expenses of $2.8M, and assets of $13.8M (revenue +1.6% year-over-year).
- 2011: Revenue of $2.7M, expenses of $2.9M, and assets of $14.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jewish Federation Of Middlesex And Monmouth Counties:
Data Sources and Methodology
This transparency report for Jewish Federation Of Middlesex And Monmouth Counties is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.