Jewish Union Foundation Inc
Jewish Union Foundation Inc shows consistent revenue growth and no reported officer compensation across all filings.
EIN: 133636595 · New York, NY · NTEE: P20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.7M |
| Total Expenses | $3.2M |
| Program Spending | 85% |
| CEO/Top Officer Pay | $3 |
| Net Assets | $412K |
| Transparency Score | 75/100 |
Is Jewish Union Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jewish Union Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jewish Union Foundation Inc
Jewish Union Foundation Inc (EIN: 133636595) is a nonprofit organization based in New York, NY, classified under NTEE code P20. The organization reported total revenue of $3.7M and total assets of $683K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jewish Union Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jewish Union Foundation Inc is a mid-size nonprofit that has been operating for 8 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 12.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.7M |
| Total Expenses | $3.2M |
| Surplus / Deficit | +$442K |
| Total Assets | $1.0M |
| Total Liabilities | $611K |
| Net Assets | $412K |
| Operating Margin | 12.0% |
| Debt-to-Asset Ratio | 59.7% |
| Months of Reserves | 3.8 months |
Financial Health Grade: A
In 2023, Jewish Union Foundation Inc reported a surplus of $442K with revenue exceeding expenses, holds 3.8 months of operating reserves (adequate), has a debt-to-asset ratio of 59.7% (high leverage).
Financial Trends
Over 13 years of filings (2011–2023), Jewish Union Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 12.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +20.9% | +17.6% | +31.7% |
| 2022 | +34.8% | +15.1% | -9.0% |
| 2021 | -26.6% | -25.6% | -25.0% |
| 2020 | +1.6% | +3.9% | -8.3% |
| 2019 | +10.9% | +16.5% | -10.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2018 |
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 Union Foundation Inc 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 Union Foundation Inc 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 $442K, with revenue exceeding expenses.
- Debt-to-asset ratio: 59.7%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all 13 available IRS 990 filings, which is unusual for an organization with annual revenues exceeding $3 million. This suggests either a fully volunteer executive leadership or that executive compensation is categorized under other expense lines, which could impact transparency.
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 Union Foundation Inc's IRS 990 filings:
- Consistent 0% officer compensation reported, which is unusual for an organization of this size and could indicate a lack of transparency in executive pay reporting.
- Significant fluctuations in assets and liabilities over the years, suggesting potential volatility in financial management or operational needs.
Strengths
The following positive indicators were identified for Jewish Union Foundation Inc:
- Consistent revenue growth in recent years, from $2,260,331 in 2021 to $3,685,694 in 2023.
- Positive net income in the latest filing period (202306), with revenues exceeding expenses by $442,239.
- Improved financial health in the latest filing, with liabilities decreasing to $610,929 from a high of $1,318,602 in 2020.
Frequently Asked Questions about Jewish Union Foundation Inc
Is Jewish Union Foundation Inc a legitimate charity?
Jewish Union Foundation Inc (EIN: 133636595) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $3.7M. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Jewish Union Foundation Inc spend its money?
Jewish Union Foundation Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Jewish Union Foundation Inc tax-deductible?
Jewish Union Foundation Inc is registered as a tax-exempt nonprofit (EIN: 133636595). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Jewish Union Foundation Inc CEO make?
Jewish Union Foundation Inc's highest-compensated officer earns $3 annually. The organization reported $3.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Jewish Union Foundation Inc's spending goes to programs?
Jewish Union Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Jewish Union Foundation Inc compare to similar nonprofits?
With a transparency score of 75/100 (Good), Jewish Union Foundation Inc is above average for NTEE category P20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jewish Union Foundation Inc located?
Jewish Union Foundation Inc is headquartered in New York, New York and files with the IRS under EIN 133636595. It is classified under NTEE code P20.
How many years of IRS 990 filings does Jewish Union Foundation Inc have?
Jewish Union Foundation Inc has 13 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 $3.7M in total revenue.
How does Jewish Union Foundation Inc manage to operate without reporting any officer compensation?
The consistent reporting of 0% officer compensation across all filings is highly unusual for an organization of this size. It suggests either a volunteer-led executive team or that executive compensation is reported under other expense categories, which would require further clarification for full transparency.
What caused the significant fluctuation in assets and liabilities over the past decade?
Assets have ranged from a low of $376,515 in 2014 to a high of $1,394,604 in 2018, and liabilities from $674,048 in 2014 to $1,318,602 in 2020. These fluctuations could be due to various factors such as capital expenditures, investment performance, or changes in grant funding cycles, and warrant a deeper look into the organization's balance sheet management.
Is the recent increase in revenue sustainable?
Revenue has grown from $2,260,331 in 2021 to $3,685,694 in 2023. While this is a positive trend, sustainability depends on the diversity and reliability of funding sources, which are not detailed in the provided summary.
Filing History
IRS 990 filing history for Jewish Union Foundation Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Jewish Union Foundation Inc's revenue has grown by 291.3%, moving from $942K to $3.7M. Total assets increased by 307.9% over the same period, from $251K to $1.0M. Total functional expenses rose by 232.3%, from $976K to $3.2M. In its most recent filing year (2023), Jewish Union Foundation Inc reported a surplus of $442K, with revenue exceeding expenses. The organization holds $611K in liabilities against $1.0M in assets (debt-to-asset ratio: 59.7%), resulting in net assets of $412K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.7M | $3.2M | $1.0M | $611K | — | — |
| 2022 | $3.0M | $2.8M | $777K | $807K | — | View 990 |
| 2021 | $2.3M | $2.4M | $854K | $1.2M | — | — |
| 2020 | $3.1M | $3.2M | $1.1M | $1.3M | — | View 990 |
| 2019 | $3.0M | $3.1M | $1.2M | $1.3M | — | View 990 |
| 2018 | $2.7M | $2.7M | $1.4M | $1.4M | — | View 990 |
| 2017 | $2.2M | $2.1M | $730K | $774K | — | View 990 |
| 2016 | $2.0M | $1.8M | $916K | $1.1M | — | View 990 |
| 2015 | $1.6M | $1.6M | $770K | $1.1M | — | View 990 |
| 2014 | $1.4M | $1.6M | $377K | $674K | — | View 990 |
| 2013 | $1.1M | $1.2M | $406K | $479K | — | View 990 |
| 2012 | $974K | $957K | $320K | $260K | — | View 990 |
| 2011 | $942K | $976K | $251K | $207K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.7M, expenses of $3.2M, and assets of $1.0M (revenue +20.9% year-over-year).
- 2022: Revenue of $3.0M, expenses of $2.8M, and assets of $777K (revenue +34.8% year-over-year).
- 2021: Revenue of $2.3M, expenses of $2.4M, and assets of $854K (revenue -26.6% year-over-year).
- 2020: Revenue of $3.1M, expenses of $3.2M, and assets of $1.1M (revenue +1.6% year-over-year).
- 2019: Revenue of $3.0M, expenses of $3.1M, and assets of $1.2M (revenue +10.9% year-over-year).
- 2018: Revenue of $2.7M, expenses of $2.7M, and assets of $1.4M (revenue +25.3% year-over-year).
- 2017: Revenue of $2.2M, expenses of $2.1M, and assets of $730K (revenue +8.7% year-over-year).
- 2016: Revenue of $2.0M, expenses of $1.8M, and assets of $916K (revenue +27.0% year-over-year).
- 2015: Revenue of $1.6M, expenses of $1.6M, and assets of $770K (revenue +15.5% year-over-year).
- 2014: Revenue of $1.4M, expenses of $1.6M, and assets of $377K (revenue +25.4% year-over-year).
- 2013: Revenue of $1.1M, expenses of $1.2M, and assets of $406K (revenue +12.1% year-over-year).
- 2012: Revenue of $974K, expenses of $957K, and assets of $320K (revenue +3.4% year-over-year).
- 2011: Revenue of $942K, expenses of $976K, and assets of $251K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jewish Union Foundation Inc:
Data Sources and Methodology
This transparency report for Jewish Union Foundation Inc 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.