JEWISH FEDERATION OF SOUTHERN ARIZONA: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF SOUTHERN ARIZONA (EIN 86-0096795)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202423129349301912
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-07T10:26:24-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364538293PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUDWIG KLEWER & RUDNER PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14783 E CAMP LOWELL DRAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85712ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN860096795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF SOUTHERNBusinessNameLine1Txt
Business Name Line2ARIZONABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone5205779393PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13718 E RIVER ROAD SUITE 100AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85718ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBEN SILVERMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5205779393PhoneNum
Signature2024-11-05SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE S KLEWER CPAPreparerPersonNm
PTINP00343046PTIN
Phone5205450500PhoneNum
Preparation2024-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFF ARTZIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13718 E RIVER ROAD SUITE 100AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85718ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,053,654GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JPARIZONA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1947FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionJEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA OR FEDERATION) AND JEWISH COMMUNITY FOUNDATION (JCF), JPSA PROVIDES PLANNING, VISION, PROGRAMMING, AND FUNDING TO ADDRESS COMMUNITY-WIDE PRIORITIES INCLUDING JEWISH ENGAGEMENT, EDUCATION, OUTREACH, SECURITY, AND ADVOCACY. JFSA FUNDS AND SUPPORTS OUR FIVE BENEFICIARY AGENCIES - JEWISH FAMILY AND CHILDREN'S SERVICES, TUCSON HEBREW ACADEMY, TUCSON JEWISH COMMUNITY CENTER, TUCSON JEWISH MUSEUM & HOLOCAUST CENTER, AND THE UNIVERSITY OF ARIZONA HILLEL FOUNDATION - AS WELL AS A WIDE RANGE OF COMMUNITY PROGRAMS AND CORE INITIATIVES SUCH AS JEWISH COMMUNITY SECURITY, JEWISH COMMUNITY RELATIONS COUNCIL (JCRC), WEINTRAUB ISRAEL CENTER, AND PJ LIBRARY. THESE PARTNERSHIPS ENSURE VIBRANT JEWISH LIFE AND UPLIFT THE ENTIRE SOUTHERN ARIZONA COMMUNITY. JFSA ALSO RESPONDS TO CRITICAL, EMERGENT NEEDS LActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee31TotalEmployeeCnt
Total Volunteers84TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,808,658PYContributionsGrantsAmt
CY Contributions Grants$6,110,927CYContributionsGrantsAmt
PY Program Service Revenue$1,528PYProgramServiceRevenueAmt
CY Program Service Revenue$6,603CYProgramServiceRevenueAmt
PY Investment Income$5,954PYInvestmentIncomeAmt
CY Investment Income$249CYInvestmentIncomeAmt
PY Other Revenue$33,218PYOtherRevenueAmt
CY Other Revenue$878,310CYOtherRevenueAmt
PY Total Revenue$3,849,358PYTotalRevenueAmt
CY Total Revenue$6,996,089CYTotalRevenueAmt
PY Grants And Similar Paid$2,133,623PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,678,502CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,427,550PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,105,086CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$958,145CYTotalFundraisingExpenseAmt
PY Other Expenses$864,656PYOtherExpensesAmt
CY Other Expenses$1,074,345CYOtherExpensesAmt
PY Total Expenses$4,425,829PYTotalExpensesAmt
CY Total Expenses$6,857,933CYTotalExpensesAmt
PY Revenues Less Expenses-$576,471PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$138,156CYRevenuesLessExpensesAmt
Total Assets BOY$21,350,158TotalAssetsBOYAmt
Total Assets EOY$22,629,330TotalAssetsEOYAmt
Total Liabilities BOY$233,735TotalLiabilitiesBOYAmt
Total Liabilities EOY$349,138TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,116,423NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,280,192NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA OR FEDERATION) AND JEWISH COMMUNITY FOUNDATION (JCF), JPSA PROVIDES PLANNING, VISION, PROGRAMMING, AND FUNDING TO ADDRESS COMMUNITY-WIDE PRIORITIES INCLUDING JEWISH ENGAGEMENT, EDUCATION, OUTREACH, SECURITY, AND ADVOCACY. JFSA FUNDS AND SUPPORTS OUR FIVE BENEFICIARY AGENCIES - JEWISH FAMILY AND CHILDREN'S SERVICES, TUCSON HEBREW ACADEMY, TUCSON JEWISH COMMUNITY CENTER, TUCSON JEWISH MUSEUM & HOLOCAUST CENTER, AND THE UNIVERSITY OF ARIZONA HILLEL FOUNDATION - AS WELL AS A WIDE RANGE OF COMMUNITY PROGRAMS AND CORE INITIATIVES SUCH AS JEWISH COMMUNITY SECURITY, JEWISH COMMUNITY RELATIONS COUNCIL (JCRC), WEINTRAUB ISRAEL CENTER, AND PJ LIBRARY. THESE PARTNERSHIPS ENSURE VIBRANT JEWISH LIFE AND UPLIFT THE ENTIRE SOUTHERN ARIZONA COMMUNITY. JFSA ALSO RESPONDS TO CRITICAL, EMERGENT NEEDS LMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,533,166ExpenseAmt
Grant$3,678,502GrantAmt
Revenue$6,603RevenueAmt
DescAFTER THE OCTOBER 7 ATTACK ON ISRAEL, JFSA SPEARHEADED THE PLANNING AND COORDINATION OF A COMMUNITY SOLIDARITY GATHERING THAT DREW ALMOST 1,000 TUCSONANS. SINCE THEN, JFSA HAS TAKEN THE LEAD IN RAISING AWARENESS, COMBATTING ANTISEMITISM, AND RAISING FUNDS TO SUPPORT BASIC AND EMERGENCY NEEDS IN ISRAEL AND ASSOCIATED LOCAL CAUSES IN SOUTHERN ARIZONA. THE JFSA JEWISH COMMUNITY SECURITY INITIATIVE CONTINUES TO KEEP OUR COMMUNITY SAFE. SECURITY DIRECTORS REGULARLY MONITOR GATHERINGS, RESPOND TO CONCERNS, COMMUNICATE WITH LAW ENFORCEMENT AND COMMUNITY LEADERS, CONDUCT FACILITY SECURITY ASSESSMENTS, AND ASSIST LOCAL SYNAGOGUES AND JEWISH AGENCIES WITH THE HOMELAND SECURITY GRANT APPLICATION PROCESS. AND CENTRAL TO OUR MISSION, THROUGHOUT 2023 JFSA FOCUSED ON STRENGTHENING JEWISH LIFE IN SOUTHERN ARIZONA BY: 1) SUPPORTING AND ENHANCING PROGRAMS SERVING THOSE IN NEED; 2) EDUCATING OUR COMMUNITY ABOUT CRITICAL ISSUES; 3) PROVIDING OPPORTUNITIES FOR COMMUNITY MEMBERS TO GATHER, CELEBRATE, VOLUNTEER, AND ADVOCATE; AND 4) DEVELOPING JEWISH COMMUNITY LEADERSHIP.Desc
Total Program Service Expenses$4,533,166TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee31EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKIMBERLY L DRISKELLPersonNm
Phone5205779393PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13718 EAST RIVER ROAD SUITE 100AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85718ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
EMILY RICHMAN
INTERIM CEO19.0019.00Yes (X)$193,841$0$29,421
KIMBERLY L DRISKELL
CFO19.0019.00Yes (X)$148,004$0$20,072
HAVA LEIPZIG HOLZHAUER
CEO19.0019.00Yes (X)$14,423$0$0
JANE ESPINOZA
VP FUND SERV0.0038.00$136,543$0$21,175Yes (X)
AMY GLASS
VP COMMUNITY38.000.00$109,415$0$18,731Yes (X)
LIZ KANTER-GROSKIND
CHAIR3.003.00Yes (X)$0$0$0Yes (X)
JEFF ARTZI
CHAIR ELECT3.003.00Yes (X)$0$0$0Yes (X)
LISA LOVALLO
SECRETARY/TR3.003.00Yes (X)$0$0$0Yes (X)
ISAAC ROTHSCHILD
ASST SEC/TRE3.003.00Yes (X)$0$0$0Yes (X)
ANNE HAMEROFF
PAST CHAIR3.003.00Yes (X)$0$0$0Yes (X)
AARON ROTTENSTEIN
TRUSTEE1.001.00$0$0$0Yes (X)
ADAM GOLDSTEIN
TRUSTEE1.001.00$0$0$0Yes (X)
ALEC BERENS
TRUSTEE1.001.00$0$0$0Yes (X)
ANDREW COMRIE
TRUSTEE1.001.00$0$0$0Yes (X)
BEN SILVERMAN
TRUSTEE1.001.00$0$0$0Yes (X)
BRUCE ASH
TRUSTEE1.001.00$0$0$0Yes (X)
DANNY GASCH
TRUSTEE1.001.00$0$0$0Yes (X)
ELIZABETH FRIMAN
TRUSTEE1.001.00$0$0$0Yes (X)
EMILY LAZARUS
TRUSTEE1.001.00$0$0$0Yes (X)
JEFF JACOBSON
TRUSTEE1.001.00$0$0$0Yes (X)
JEREMY SHARPE
TRUSTEE1.001.00$0$0$0Yes (X)
LEAH GEISTFELD
TRUSTEE1.001.00$0$0$0Yes (X)
RON GRANT
TRUSTEE1.001.00$0$0$0Yes (X)
SARAH SINGER
TRUSTEE1.001.00$0$0$0Yes (X)
SCOTT SHEFTEL
TRUSTEE1.001.00$0$0$0Yes (X)
STEVEN ROSENBERG
TRUSTEE1.001.00$0$0$0Yes (X)
SUSAN JACOBSON
TRUSTEE1.001.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$602,226TotalReportableCompFromOrgAmt
Total Other Compensation$89,399TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Related Organizations$2,471,003RelatedOrganizationsAmt
All Other Contributions$3,639,924AllOtherContributionsAmt
Noncash Contributions$126,053NoncashContributionsAmt
Total Contributions$6,110,927TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OUTREACH511120$4,535$4,535
AFFINITY AND CRC PROGRAMMING624100$2,068$2,068
FieldValueIRS element (for citing)
Total Program Service Revenue$6,603TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$249TotalRevenueColumnAmt
Exclusion$249ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$33,757RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$33,757RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,757TotalRevenueColumnAmt
Exclusion$33,757ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$11,935FundraisingGrossIncomeAmt
Fundraising Direct Expenses$57,565FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$45,630TotalRevenueColumnAmt
Exclusion-$45,630ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MANAGEMENT FEES900099$887,005$887,005
MISCELLANEOUS INCOME$3,178$3,178
FieldValueIRS element (for citing)
Other Revenue Total$890,183OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,996,089TotalRevenueColumnAmt
Related Or Exempt Func Income$6,603RelatedOrExemptFuncIncomeAmt
Exclusion$878,559ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,671,831TotalAmt
Program Services$3,671,831ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$6,671TotalAmt
Program Services$6,671ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$405,759TotalAmt
Program Services$81,346ProgramServicesAmt
Management And General$168,145ManagementAndGeneralAmt
Fundraising$156,268FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,400,507TotalAmt
Program Services$305,916ProgramServicesAmt
Management And General$543,341ManagementAndGeneralAmt
Fundraising$551,250FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$58,558TotalAmt
Program Services$1,587ProgramServicesAmt
Management And General$36,763ManagementAndGeneralAmt
Fundraising$20,208FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$109,712TotalAmt
Program Services$131ProgramServicesAmt
Management And General$70,445ManagementAndGeneralAmt
Fundraising$39,136FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$130,550TotalAmt
Program Services$26,111ProgramServicesAmt
Management And General$49,609ManagementAndGeneralAmt
Fundraising$54,830FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,272TotalAmt
Management And General$6,272ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,600TotalAmt
Management And General$28,600ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$326,829TotalAmt
Program Services$149,026ProgramServicesAmt
Management And General$157,375ManagementAndGeneralAmt
Fundraising$20,428FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,864TotalAmt
Management And General$2,864ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$76,982TotalAmt
Program Services$8,581ProgramServicesAmt
Management And General$28,074ManagementAndGeneralAmt
Fundraising$40,327FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,779TotalAmt
Program Services$1,417ProgramServicesAmt
Management And General$44,241ManagementAndGeneralAmt
Fundraising$11,121FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$126,536TotalAmt
Program Services$17,289ProgramServicesAmt
Management And General$95,025ManagementAndGeneralAmt
Fundraising$14,222FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,186TotalAmt
Program Services$442ProgramServicesAmt
Management And General$640ManagementAndGeneralAmt
Fundraising$104FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,036TotalAmt
Program Services$10,085ProgramServicesAmt
Management And General$18,867ManagementAndGeneralAmt
Fundraising$6,084FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$168,166TotalAmt
Program Services$78,516ProgramServicesAmt
Management And General$58,875ManagementAndGeneralAmt
Fundraising$30,775FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$33,647TotalAmt
Program Services$3,732ProgramServicesAmt
Management And General$29,915ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OUTREACH PROGRAMMING$160,575$160,575
DUES AND SUBSCRIPTIONS$27,124$8,412$17,530$1,182
STAFF DEVELOPMENT$18,256$1,498$4,548$12,210
REPAIRS AND MAINTENANCE$5,493$5,493

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,857,933TotalAmt
Program Services$4,533,166ProgramServicesAmt
Management And General$1,366,622ManagementAndGeneralAmt
Fundraising$958,145FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,734,104BOYAmt
EOY$1,801,279EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$572,501BOYAmt
EOY$1,082,975EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$148,864BOYAmt
EOY$217,859EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$80,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$83,294BOYAmt
EOY$98,942EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,483,731LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$987,931LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,618,741BOYAmt
EOY$5,495,800EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$77,887BOYAmt
EOY$81,407EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,014,767BOYAmt
EOY$13,771,068EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,350,158BOYAmt
EOY$22,629,330EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$233,735BOYAmt
EOY$349,138EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$233,735BOYAmt
EOY$349,138EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,873,166BOYAmt
EOY$17,250,682EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,243,257BOYAmt
EOY$5,029,510EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,116,423BOYAmt
EOY$22,280,192EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,350,158BOYAmt
EOY$22,629,330EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$138,156ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1,025,613OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,478,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,048,896CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,476,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,808,658CurrentTaxYearMinus1YearAmt
Current Tax Year$6,110,927CurrentTaxYearAmt
Total$23,922,717TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,478,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,048,896CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,476,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,808,658CurrentTaxYearMinus1YearAmt
Current Tax Year$6,110,927CurrentTaxYearAmt
Total$23,922,717TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,910,529SubstantialContributorsTotAmt
Public Support Total170$19,012,188PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,468CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,503CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,954CurrentTaxYearMinus1YearAmt
Current Tax Year$249CurrentTaxYearAmt
Total$21,674TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$193,159CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,520CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,537CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,418CurrentTaxYearMinus1YearAmt
Current Tax Year$902,118CurrentTaxYearAmt
Total$1,141,752TotalAmt
FieldValueIRS element (for citing)
Total Support$25,086,143TotalSupportAmt
Gross Receipts Rltd Activities$1,252,597GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75790PublicSupportCY170Pct
Public Support PY1700.77700PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME 1,141,752ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,930,168BeginningYearBalanceAmt
Investment Earnings Or Losses$618,870InvestmentEarningsOrLossesAmt
End Year Balance$10,549,038EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,861,159BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,012,585InvestmentEarningsOrLossesAmt
End Year Balance$9,848,574EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,181,531BeginningYearBalanceAmt
Investment Earnings Or Losses$2,679,628InvestmentEarningsOrLossesAmt
End Year Balance$10,861,159EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,815,125BeginningYearBalanceAmt
Investment Earnings Or Losses$659,824InvestmentEarningsOrLossesAmt
Other Expenditures$293,418OtherExpendituresAmt
End Year Balance$8,181,531EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,304,125BeginningYearBalanceAmt
Investment Earnings Or Losses$950,663InvestmentEarningsOrLossesAmt
Other Expenditures$439,663OtherExpendituresAmt
End Year Balance$7,815,125EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.96930BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03070PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,025,738OtherCostOrOtherBasisAmt
Book Value$1,025,738BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,208,230OtherCostOrOtherBasisAmt
Depreciation$831,223DepreciationAmt
Book Value$4,377,007BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$249,763OtherCostOrOtherBasisAmt
Depreciation$156,708DepreciationAmt
Book Value$93,055BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,495,800TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BENIFICIAL INTEREST IN FUNDS AT JCF$13,680,031
BENEFICIAL INTEREST IN CRUT$91,037
FieldValueIRS element (for citing)
Total Book Value Other Assets$13,771,068TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4ENDOWMENT FUNDS ARE USED FOR DONOR RESTRICTED AND FOR BOARD DESIGNATED PURPOSES.
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. THE ORGANIZATION HOLDS NO UNCERTAIN TAX POSITIONS AND THEREFORE, HAS NO POLICY FOR EVALUATING THEM. AS OF DECEMBER 31, 2023, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
COMMUNITY FOOD BANK
3003 S COUNTRY CLUB ROADTUCSONAZ85713510192519501C3$7,269SUPPORT OF MISSION
CONGREGATION ANSHAEI ISRAEL
5550 E 5TH STREETTUCSONAZ85711860117384$54,540SUPPORT OF MISSION
HILLEL FOUNDATION
1245 E 2ND STREETTUCSONAZ85719866053800501C3$165,460SUPPORT OF MISSION
JEWISH AGENCY FOR ISRAEL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017500500046501C3$25,000SUPPORT OF MISSION
JEWISH COMMUNITY FOUNDATION
3718 E RIVER RD SUITE 200TUCSONAZ85718860718936501C3$10,180SUPPORT OF MISSION
JEWISH FAMILY AND CHILDREN SERVICES
4301 E 5TH STREETTUCSONAZ85711860623896501C3$367,022SUPPORT OF MISSION
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY100041010131624240501C3$1,966,561SUPPORT OF MISSION
JEWISH HISTORY MUSEUM
PO BOX 889TUCSONAZ85702860762311501C3$154,723SUPPORT OF MISSION
KOL AMI SYNAGOGUE
225 N COUNTRY CLUB RDTUCSONAZ85716860617591$25,641SUPPORT OF MISSION
MITZVAH CORP
345 W WINDOWMAKER ROADORO VALLEYAZ85737861037506$37,000SUPPORT OF MISSION
THE KLINE BALLAND CENTER
7500 SEWARD PARK AVE SSEATTLEWA98118911154904501C3$25,000
TUCSON HEBREW ACADEMY
3888 E RIVER ROADTUCSONAZ85718860274412501C3$181,500SUPPORT OF MISSON
TUCSON JEWISH COMMUNITY CENTER
3800 E RIVER ROADTUCSONAZ85718860183578501C3$574,403SUPPORT OF MISSION
UNIVERSITY OF ARIZONA FOUNDATION
845 N PARKE AVE SUITE 478TUCSONAZ85721866050388501C3$20,000SUPPORT OF MISSION
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS AND AWARDSGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$6,671CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PAGE 1, PART I, LINE 2OUR ALLOCATIONS TO THE BENEFICIARY ORGANIZATIONS ARE REVIEWED AND APPROVED BY THE BOARD FOR FINAL APPROVAL. ALLOCATIONS ARE PROVIDED TO THE BENEFICIARY ORGANIZATIONS TO OFFSET THEIR OPERATING EXPENSES AND IN SOME CASES COVER THE COST OF STAFF POSITIONS. IN RETURN, WE ASK THAT THE BENEFICIARY ORGANIZATIONS SUBMIT THEIR MOST RECENT AUDITED FINANCIAL AND ANNUAL REPORTS, A COPY OF THEIR 990, PARTICIPATION IN A SURVEY REGARDING THEIR BOARD PRACTICES AND PHOTOS AND A BRIEF WRITE UP OF SPECIAL PROGRAMS/PROJECTS IF RELEVANT. GRANTS OR SCHOLARSHIPS ARE AWARDED THROUGH A PROCESS OF COMPLETING AN APPLICATION. THESE APPLICATIONS ARE THEN REVIEWED BY A GRANT/SCHOLARSHIP COMMITTEE AND AWARDS ARE DETERMINED AND FUNDS ARE PROVIDED TO EITHER THE INDIVIDUAL, OR THE CAMP OR PROGRAM THAT THEY HAVE APPLIED FOR ASSISTANCE.
SCHEDULE I, PAGE 4, PART IVJEWISH FEDERATION OF SOUTHERN ARIZONA REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA),A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), BOTH 501(C)(3) ORGANIZATIONS, EACH FILE A SEPARATE FORM 990 AND A DETAILED SCHEDULE F.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
EMILY RICHMAN
INTERIM CEO$193,841$29,421$223,262
KIMBERLY L DRISKELL
CFO$148,004$20,072$168,076
JANE ESPINOZA
VP FUND SERVICES$136,543$21,175$157,718

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonEMILY RICHMANPersonNm
Relationship With OrgINTERIM CEORelationshipWithOrgTxt
Loan PurposeHOUSING ASSISTANCELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$100,000OriginalPrincipalAmt
Balance Due$80,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$80,000TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$126,053NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONJEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA OR FEDERATION) AND JEWISH COMMUNITY FOUNDATION (JCF), JPSA PROVIDES PLANNING, VISION, PROGRAMMING, AND FUNDING TO ADDRESS COMMUNITY-WIDE PRIORITIES INCLUDING JEWISH ENGAGEMENT, EDUCATION, OUTREACH, SECURITY, AND ADVOCACY. JFSA FUNDS AND SUPPORTS OUR FIVE BENEFICIARY AGENCIES - JEWISH FAMILY AND CHILDREN'S SERVICES, TUCSON HEBREW ACADEMY, TUCSON JEWISH COMMUNITY CENTER, TUCSON JEWISH MUSEUM & HOLOCAUST CENTER, AND THE UNIVERSITY OF ARIZONA HILLEL FOUNDATION - AS WELL AS A WIDE RANGE OF COMMUNITY PROGRAMS AND CORE INITIATIVES SUCH AS JEWISH COMMUNITY SECURITY, JEWISH COMMUNITY RELATIONS COUNCIL (JCRC), WEINTRAUB ISRAEL CENTER, AND PJ LIBRARY. THESE PARTNERSHIPS ENSURE VIBRANT JEWISH LIFE AND UPLIFT THE ENTIRE SOUTHERN ARIZONA COMMUNITY. JFSA ALSO RESPONDS TO CRITICAL, EMERGENT NEEDS LOCALLY AND WORLD-WIDE. OVER 2 MILLION HAS BEEN RAISED SINCE OCTOBER 7 TO SUPPORT BASIC NEEDS, INFRASTRUCTURE, AND MENTAL HEALTH RESOURCES IN ISRAEL. LOCALLY, FUNDING INITIATIVES SUCH AS JEWISH EMERGENCY FINANCIAL ASSISTANCE (JEFA) AND SENIOR TRANSPORTATION PROVIDE BASIC NEEDS FOR VULNERABLE COMMUNITY MEMBERS.
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS PROVIDE GUIDANCE AND LEADERSHIP FOR THE ORGANIZATIONS MISSION AND WORK FOR THE SOLICITATION TO THE FEDERATIONS ANNUAL CAMPAIGN AND SUPPLEMENTAL GIVING. VOLUNTEERS ARE COMPRISED OF OUR BOARD OF TRUSTEES, VARIOUS COMMITTEES, TASK FORCES AND OTHER WORKING GROUPS.
FORM 990, PAGE 2, PART III, LINE 4AAFTER THE OCTOBER 7 ATTACK ON ISRAEL, JFSA SPEARHEADED THE PLANNING AND COORDINATION OF A COMMUNITY SOLIDARITY GATHERING THAT DREW ALMOST 1,000 TUCSONANS. SINCE THEN, JFSA HAS TAKEN THE LEAD IN RAISING AWARENESS, COMBATTING ANTISEMITISM, AND RAISING FUNDS TO SUPPORT BASIC AND EMERGENCY NEEDS IN ISRAEL AND ASSOCIATED LOCAL CAUSES IN SOUTHERN ARIZONA. THE JFSA JEWISH COMMUNITY SECURITY INITIATIVE CONTINUES TO KEEP OUR COMMUNITY SAFE. SECURITY DIRECTORS REGULARLY MONITOR GATHERINGS, RESPOND TO CONCERNS, COMMUNICATE WITH LAW ENFORCEMENT AND COMMUNITY LEADERS, CONDUCT FACILITY SECURITY ASSESSMENTS, AND ASSIST LOCAL SYNAGOGUES AND JEWISH AGENCIES WITH THE HOMELAND SECURITY GRANT APPLICATION PROCESS. AND CENTRAL TO OUR MISSION, THROUGHOUT 2023 JFSA FOCUSED ON STRENGTHENING JEWISH LIFE IN SOUTHERN ARIZONA BY: 1) SUPPORTING AND ENHANCING PROGRAMS SERVING THOSE IN NEED; 2) EDUCATING OUR COMMUNITY ABOUT CRITICAL ISSUES; 3) PROVIDING OPPORTUNITIES FOR COMMUNITY MEMBERS TO GATHER, CELEBRATE, VOLUNTEER, AND ADVOCATE; AND 4) DEVELOPING JEWISH COMMUNITY LEADERSHIP.
FORM 990, PAGE 6, PART VI, LINE 6JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA IS THE SOLE MEMBER OF THE JEWISH FEDERATION OF SOUTHERN ARIZONA AND THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD HAS FORMALLY ASSIGNED THE RESPONSIBILITY OF REVIEWING AND APPROVEING THE FORM 990 TO THE FINANCE AND AUDIT COMMITTEE. THE FINANCE AND AUDIT COMMITTEE MEETS, REVIEWS AND APPROVES THE ENTIRE PUBLIC DISCLOSURE COPY OF THE RETURN PRIOR TO FILING. IF THERE ARE ANY SIGNIFICANT ISSUES, THE FINANCE AND AUDIT COMMITTEE WILL BRING THEM TO THE BOARD FOR INFORMATIONAL PURPOSES OR APPROVAL. THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW.
FORM 990, PAGE 6, PART VI, LINE 12CANNUALLY EVERY BOARD MEMBER IS ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT AS WELL AS COMPLETE A FORM WHICH DISCLOSES CERTAIN PERSONAL AND BUSINESS RELATIONSHIPS. THE BOARD MAKES IT A PRACTICE TO PUT THE FOLLOWING REMINDER ON EVERY WRITTEN AGENDA THAT READS "BOARD MEMBERS MUST DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST RELATED TO THE FOLLOWING AGENDA AS WELL AS TOPICS DISCUSSED DURING THE MEETING". PERIODICALLY BOARD MEMBERS ARE ALSO VERBALLY REMINDED AT THE MEETING TO DISCLOSE ANY POTENTIAL CONFLICTS. IN ADDITION ALL EMPLOYEES AND COMMITTEE MEMBERS ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT.
FORM 990, PAGE 6, PART VI, LINE 15ATHE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA AND THE JEWISH FEDERATION OF SOUTHERN ARIZONA OPERATE UNDER A SINGLE CEO MODEL. A WELL- ESTABLISHED FIRM SPECIALIZING IN THE RECRUITMENT OF EXECUTIVES FOR NON- PROFIT ORGANIZATIONS WAS HIRED TO RECRUIT FOR THE CEO POSITION. IT PROVIDED INFORMATION TO A TASK FORCE THAT RECOMMENDED, TO THE BOARD, A COMPENSATION PACKAGE APPROPRIATE AND COMPARABLE TO SIMILARLY SITUATED EXECUTIVES. THE BOARD CONCURRED WITH THE RECOMMENDATION OF THE TASK FORCE AND APPROVED A WRITTEN CONTRACT
FORM 990, PAGE 6, PART VI, LINE 19COPIES OF THE 990, AUDITED FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. COPIES OF THE 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE WEBSITE.
FORM 990, PART VIIILINE 11A - THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA (JCF)IS A RELATED PARTY OF THE JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA). TO ACHIEVE OPERATIONAL EFFICIENCIES, HUMAN RESOURCES AND OCCUPANCY RELATED COSTS ARE PAID BY JFSA AND CHARGED BACK TO JCF AS A SHARED SERVICE BASED ON FTESS FOR WAGES AND SQUARE FOOTAGE FOR OCCUPANCY. WAGES AND BENEFITS ARE RECORDED AS MANAGEMENT FEES ON JCF.
FORM 990, PART XI, LINE 9CHANGE IN BENEFICIAL INTEREST 1,157,878 BAD DEBT EXPENSE -132,265 TOTAL 1,025,613

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE JEWISH COMMUNITY FNDN OF SO AZ
3718 EAST RIVER ROAD SUITE 200TUCSONAZ85718860718936CHARITYAZ501C37NAfalse
JEWISH PHILANTHROPIES OF SO AZ
3718 EAST RIVER ROAD SUITE 100TUCSONAZ85718871814239CHARITYAZ501C37NAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER UNITRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLEPrimaryActivitiesTxt
Legal Domicile StateAZLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTRUSTEntityTypeTxt
Share Of Total Income$4,576ShareOfTotalIncomeAmt
Share Of EOY Assets$91,037ShareOfEOYAssetsAmt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE JEWISH COMMUNITY FNDN OF SO AZ
C$2,471,003CASH VALUE
THE JEWISH COMMUNITY FNDN OF SO AZ
Q$227,721CASH VALUE
THE JEWISH COMMUNITY FNDN OF SO AZ
O$887,005CASH VALUE

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