JEWISH FEDERATION OF SOUTHERN ARIZONA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF SOUTHERN ARIZONA (EIN 86-0096795)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-16
- IRS object ID
- 202302899349301830
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T13:08:16-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & RUDNER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860096795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTHERN | BusinessNameLine1Txt |
| Business Name Line2 | ARIZONA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5205779393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3718 EAST RIVER ROAD SUITE 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LOVALLO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5205779393 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | LOVALLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2023-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LIZ KANTER-GROSKIND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3718 EAST RIVER ROAD SUITE 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,849,358 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JPARIZONA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | JEWISH 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 FUNDING FOR CRITICAL NEEDS IN OUR COMMUNITY AND AROUND THE WORLD. JFSA IS THE PRIMARY FUNDRAISING AND PLANNING ORGANIZATION FOR THE JEWISH COMMUNITY IN SOUTHERN ARIZONA. THE FUNDS RAISED BY JFSA'S ANNUAL CAMPAIGN SUPPORT 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 PROGRAMS SUCH AS THE WEINTRAUB ISRAEL CENTER, PJ LIBRARY, AND OUR JEWISH COMMUNITY SECURITY INITIATIVE. IN ADDITION TO RESPONDING TO CURRENT AND FUTURE NEEDS IN OUR COMMUNITY, THE FEDERATION ALSO ADDRESSES CRITICAL, EMERGENT NEEDS WORLD-WIDE THROUGH ITS PARTNERSHIP WITH THE JEWIS | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,476,117 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,808,658 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,528 | CYProgramServiceRevenueAmt |
| PY Investment Income | $500 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,954 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,537 | PYOtherRevenueAmt |
| CY Other Revenue | $33,218 | CYOtherRevenueAmt |
| PY Total Revenue | $5,526,630 | PYTotalRevenueAmt |
| CY Total Revenue | $3,849,358 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,916,082 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,133,623 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,187,570 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,427,550 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $616,660 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,189,129 | PYOtherExpensesAmt |
| CY Other Expenses | $864,656 | CYOtherExpensesAmt |
| PY Total Expenses | $4,292,781 | PYTotalExpensesAmt |
| CY Total Expenses | $4,425,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,233,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$576,471 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,184,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,350,158 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $213,872 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $233,735 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,970,568 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,116,423 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JEWISH 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 FUNDING FOR CRITICAL NEEDS IN OUR COMMUNITY AND AROUND THE WORLD. JFSA IS THE PRIMARY FUNDRAISING AND PLANNING ORGANIZATION FOR THE JEWISH COMMUNITY IN SOUTHERN ARIZONA. THE FUNDS RAISED BY JFSA'S ANNUAL CAMPAIGN SUPPORT 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 PROGRAMS SUCH AS THE WEINTRAUB ISRAEL CENTER, PJ LIBRARY, AND OUR JEWISH COMMUNITY SECURITY INITIATIVE. IN ADDITION TO RESPONDING TO CURRENT AND FUTURE NEEDS IN OUR COMMUNITY, THE FEDERATION ALSO ADDRESSES CRITICAL, EMERGENT NEEDS WORLD-WIDE THROUGH ITS PARTNERSHIP WITH THE JEWIS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,094,927 | ExpenseAmt |
| Grant | $2,118,395 | GrantAmt |
| Revenue | $1,528 | RevenueAmt |
| Desc | JFSA RAISED NEARLY 500,000 IN ESSENTIAL FUNDS ALLOCATED TO PARTNER AGENCIES TO PROVIDE FOOD, SECURITY, WELFARE SERVICES, AND TEMPORARY HOUSING IN UKRAINE AND OTHER COUNTRIES WHO WELCOMED UKRAINIANS FLEEING THEIR HOMELAND. JFSA RAISED NEARLY 300,000 TO SUPPORT THE REFUGEE RESETTLEMENT PROGRAM IN SOUTHERN ARIZONA. HUNDREDS OF REFUGEES IN PIMA COUNTY RECEIVED MEALS, HOUSING, HEALTHCARE, CLOTHING, AND ESSENTIAL SERVICES FROM PARTNER AGENCIES FUNDED BY JFSA. 40,732 MEALS WERE DONATED AS PART OF PROJECT ISAIAH, THE ANNUAL HIGH HOLIDAY FOOD DRIVE BENEFITING THE COMMUNITY FOOD BANK OF SOUTHERN ARIZONA. THIS REPRESENTS AN INCREASE OF 60% FROM 2021. OLDER ADULTS IN THE GREATER TUCSON AREA RECEIVED TRANSPORTATION ASSISTANCE FUNDED BY JFSA. MORE THAN 1,000 TRIPS TO MEDICAL APPOINTMENTS, GROCERY SHOPPING, AND JEWISH SERVICES AND PROGRAMMING WERE PROVIDED FREE OF CHARGE. COMMUNITY GRANTS TOTALING 166,350 WERE AWARDED TO LOCAL ORGANIZATIONS AND SYNAGOGUES TO SUPPORT COMMUNITY CONNECTION AND ENGAGEMENT. EXAMPLES INCLUDE FUNDING FOR MONTHLY EDUCATION SESSIONS ADDRESSING ISSUES OF CONCERN TO AGING ADULTS, AN ANTISEMITISM INITIATIVE INCLUDING A CURATED JEWISH MUSEUM EXHIBIT AND CURRICULUM FOR SCHOOL CHILDREN, AND A VOLUNTEER PROJECT TO PROVIDE GOODS AND SERVICES TO LOW INCOME, ISOLATED OLDER ADULTS ON A MONTHLY BASIS. | Desc |
| Total Program Service Expenses | $3,094,927 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY L DRISKELL | PersonNm |
| Phone | 5205779393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3718 EAST RIVER ROAD SUITE 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| KIMBERLY L DRISKELL | |||||||
| CFO | 38.00 | Yes (X) | $129,987 | $0 | $15,801 | ||
| EMILY RICHMAN | |||||||
| INTERIM CEO | 38.00 | Yes (X) | $127,263 | $0 | $11,744 | ||
| GRAHAM HOFFMAN | |||||||
| FORMER PRESI | Yes (X) | $0 | $323,983 | $4,464 | 38.00 | ||
| MORGAN ABRAHAM | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| JEFF ARTZI | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| BRUCE ASH | |||||||
| CO-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) |
| ALEC BERENS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| DEBBIE GOODMAN BUTLER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| ELIZABETH FRIMAN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| DANNY GASCH | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| LEAH GEISTFELD | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| ADAM GOLDSTEIN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| LIZ KANTER-GROSKIND | |||||||
| AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) |
| ANNE HAMEROFF | |||||||
| CO-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) |
| JEFF JACOBSON | |||||||
| SECRETARY/TR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) |
| JEFFREY KATZ | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| HELAINE LEVY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| LISA LOVALLO | |||||||
| SECRETARY/TR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) |
| ANN LOVELL | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| ISAAC ROTHSCHILD | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| AARON ROTTENSTEIN | |||||||
| VICE-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | Yes (X) |
| LEX SEARS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| JEREMY SHARPE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| SCOTT SHEFTEL | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| BEN SILVERMAN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| SHELLY SILVERMAN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $257,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $323,983 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,009 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,808,658 | AllOtherContributionsAmt |
| Noncash Contributions | $33,506 | NoncashContributionsAmt |
| Total Contributions | $3,808,658 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AFFINITY AND CRC PROGRAMMING | 511120 | $803 | $803 |
| EDUCATION REVENUE | 624100 | $725 | $725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,528 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,954 | TotalRevenueColumnAmt |
| Exclusion | $5,954 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,800 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,800 | TotalRevenueColumnAmt |
| Exclusion | $23,800 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,418 | TotalRevenueColumnAmt |
| Exclusion | $9,418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,418 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,849,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,528 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $39,172 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120,539 | TotalAmt |
| Program Services | $2,120,539 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,084 | TotalAmt |
| Program Services | $13,084 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,793 | TotalAmt |
| Program Services | $113,327 | ProgramServicesAmt |
| Management And General | $75,369 | ManagementAndGeneralAmt |
| Fundraising | $95,097 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,350 | TotalAmt |
| Program Services | $404,134 | ProgramServicesAmt |
| Management And General | $227,471 | ManagementAndGeneralAmt |
| Fundraising | $338,745 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,064 | TotalAmt |
| Program Services | $6,075 | ProgramServicesAmt |
| Management And General | $14,792 | ManagementAndGeneralAmt |
| Fundraising | $5,197 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,973 | TotalAmt |
| Program Services | $16,075 | ProgramServicesAmt |
| Management And General | $39,146 | ManagementAndGeneralAmt |
| Fundraising | $13,752 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,370 | TotalAmt |
| Program Services | $18,266 | ProgramServicesAmt |
| Management And General | $44,478 | ManagementAndGeneralAmt |
| Fundraising | $15,626 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,328 | TotalAmt |
| Management And General | $16,328 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,545 | TotalAmt |
| Management And General | $33,545 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,319 | TotalAmt |
| Program Services | $73,951 | ProgramServicesAmt |
| Management And General | $58,285 | ManagementAndGeneralAmt |
| Fundraising | $20,083 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758 | TotalAmt |
| Program Services | $146 | ProgramServicesAmt |
| Management And General | $612 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,084 | TotalAmt |
| Program Services | $18,547 | ProgramServicesAmt |
| Management And General | $30,992 | ManagementAndGeneralAmt |
| Fundraising | $28,545 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,142 | TotalAmt |
| Program Services | $43,689 | ProgramServicesAmt |
| Management And General | $14,518 | ManagementAndGeneralAmt |
| Fundraising | $1,935 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,978 | TotalAmt |
| Program Services | $52,507 | ProgramServicesAmt |
| Management And General | $41,026 | ManagementAndGeneralAmt |
| Fundraising | $21,445 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,222 | TotalAmt |
| Program Services | $7,479 | ProgramServicesAmt |
| Management And General | $3,671 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,114 | TotalAmt |
| Management And General | $7,860 | ManagementAndGeneralAmt |
| Fundraising | $4,254 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,109 | TotalAmt |
| Program Services | $73,822 | ProgramServicesAmt |
| Management And General | $55,353 | ManagementAndGeneralAmt |
| Fundraising | $28,934 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,561 | TotalAmt |
| Program Services | $2,790 | ProgramServicesAmt |
| Management And General | $25,771 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OUTREACH PROGRAMMING | $164,427 | $122,457 | $41,970 | |
| DUES AND SUBSCRIPTIONS | $21,177 | $670 | $4 | $20,503 |
| REPAIRS AND MAINTENANCE | $10,144 | $7,369 | $326 | $2,449 |
| STAFF DEVELOPMENT | $2,748 | $675 | $2,073 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,425,829 | TotalAmt |
| Program Services | $3,094,927 | ProgramServicesAmt |
| Management And General | $714,242 | ManagementAndGeneralAmt |
| Fundraising | $616,660 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,333,290 | BOYAmt |
| EOY | $1,734,104 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,355 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,146 | BOYAmt |
| EOY | $572,501 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,709 | BOYAmt |
| EOY | $148,864 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,207 | BOYAmt |
| EOY | $83,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,438,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $820,165 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,643,815 | BOYAmt |
| EOY | $5,618,741 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,293,945 | BOYAmt |
| EOY | $13,006,194 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,973 | BOYAmt |
| EOY | $86,460 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,184,440 | BOYAmt |
| EOY | $21,350,158 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,872 | BOYAmt |
| EOY | $233,735 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,872 | BOYAmt |
| EOY | $233,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,154,911 | BOYAmt |
| EOY | $18,873,166 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,815,657 | BOYAmt |
| EOY | $2,243,257 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,970,568 | BOYAmt |
| EOY | $21,116,423 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,184,440 | BOYAmt |
| EOY | $21,350,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$576,471 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,277,674 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,425,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,478,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,048,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,476,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,808,658 | CurrentTaxYearAmt |
| Total | $23,236,824 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,425,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,478,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,048,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,476,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,808,658 | CurrentTaxYearAmt |
| Total | $23,236,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,933,837 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,302,987 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,231 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,954 | CurrentTaxYearAmt |
| Total | $24,656 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,418 | CurrentTaxYearAmt |
| Total | $294,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,555,682 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,208,765 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 294,202 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,861,159 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,012,585 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,848,574 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,181,531 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,679,628 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,861,159 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,815,125 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $659,824 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $293,418 | OtherExpendituresAmt |
| End Year Balance | $8,181,531 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,304,125 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $950,663 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $439,663 | OtherExpendituresAmt |
| End Year Balance | $7,815,125 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,727,929 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$423,804 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,304,125 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96760 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03240 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,025,738 | OtherCostOrOtherBasisAmt |
| Book Value | $1,025,738 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,203,958 | OtherCostOrOtherBasisAmt |
| Depreciation | $690,762 | DepreciationAmt |
| Book Value | $4,513,196 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,403 | DepreciationAmt |
| Book Value | $79,807 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,618,741 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| POOLED INVESTMENT FUNDS | $12,928,307 | F |
| CSV LIFE INSURANCE | $77,887 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,006,194 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR DONOR RESTRICTED AND FOR BOARD DESIGNATED PURPOSES. |
| SCHEDULE D, PAGE 3, PART X | THE FEDERATION'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 FEDERATION HOLDS NO UNCERTAIN TAX POSITIONS AND THEREFORE, HAS NO POLICY FOR EVALUATING THEM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION | ||||||||
| COMMITTEE | 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | 131656634 | 501C3 | $50,000 | SUPPORT OF MISSION |
| CONGREGATION ANSHAEI ISRAEL | ||||||||
| 5550 E 5TH STREET | TUCSON | AZ | 85711 | 860117384 | $50,000 | SUPPORT OF MISSION | ||
| HILLEL FOUNDATION | ||||||||
| 1245 E 2ND STREET | TUCSON | AZ | 85719 | 866053800 | 501C3 | $158,903 | SUPPORT OF MISSION | |
| JEWISH COMMUNITY FOUNDATION | ||||||||
| 3718 E RIVER RD SUITE 200 | TUCSON | AZ | 85718 | 860718936 | 501C3 | $11,343 | SUPPORT OF MISSION | |
| JEWISH FAMILY AND CHILDREN SERVICES | ||||||||
| 4301 E 5TH STREET | TUCSON | AZ | 85711 | 860623896 | 501C3 | $364,300 | SUPPORT OF MISSION | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131624240 | 501C3 | $596,268 | SUPPORT OF MISSION | |
| JEWISH HISTORY MUSEUM | ||||||||
| PO BOX 889 | TUCSON | AZ | 85702 | 860762311 | 501C3 | $99,897 | SUPPORT OF MISSION | |
| THE BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10016 | 134092050 | 501C3 | $12,000 | SUPPORT OF MISSION | |
| TUCSON HEBREW ACADEMY | ||||||||
| 3888 E RIVER ROAD | TUCSON | AZ | 85718 | 860274412 | 501C3 | $259,750 | SUPPORT OF MISSON | |
| TUCSON JEWISH COMMUNITY CENTER | ||||||||
| 3800 E RIVER ROAD | TUCSON | AZ | 85718 | 860183578 | 501C3 | $443,008 | SUPPORT OF MISSION | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 845 N PARKE AVE SUITES 478 420 | TUCSON | AZ | 85721 | 866050388 | 501C3 | $15,000 | SUPPORT OF MISSION | |
| INTERFAITH COMMUNITY SERVICES | ||||||||
| 2820 W INA RD | TUCSON | AZ | 85741 | 860520997 | $10,000 | SUPPORT OF MISSION | ||
| KOL AMI SYNAGOGUE | ||||||||
| 225 N COUNTRY CLUB RD | TUCSON | AZ | 85716 | 860617591 | $15,000 | SUPPORT OF MISSION | ||
| MITZVAH CORP | ||||||||
| 345 W WINDOWMAKER ROAD | ORO VALLEY | AZ | 85737 | 861037506 | $12,000 | SUPPORT OF MISSION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND AWARDS | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $13,084 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | OUR ALLOCATIONS TO THE BENEFICIARY ORGANIZATIONS ARE REVIEWED AND APPROVED BY THE GRANTS AND ALLOCATIONS CABINET BEFORE BEING SENT TO 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 IV | JEWISH 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAHAM HOFFMAN | PersonNm |
| Title | FORMER PRESIDENT/CEO | TitleTxt |
| Compensation Based On Rltd Orgs | $323,983 | CompensationBasedOnRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $4,464 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $328,447 | TotalCompensationRltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY RICHMAN | PersonNm |
| Relationship With Org | INTERIM CEO | RelationshipWithOrgTxt |
| Loan Purpose | HOUSING ASSISTANCE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $100,000 | OriginalPrincipalAmt |
| Balance Due | $100,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $100,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,506 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | JEWISH 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 FUNDING FOR CRITICAL NEEDS IN OUR COMMUNITY AND AROUND THE WORLD. JFSA IS THE PRIMARY FUNDRAISING AND PLANNING ORGANIZATION FOR THE JEWISH COMMUNITY IN SOUTHERN ARIZONA. THE FUNDS RAISED BY JFSA'S ANNUAL CAMPAIGN SUPPORT 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 PROGRAMS SUCH AS THE WEINTRAUB ISRAEL CENTER, PJ LIBRARY, AND OUR JEWISH COMMUNITY SECURITY INITIATIVE. IN ADDITION TO RESPONDING TO CURRENT AND FUTURE NEEDS IN OUR COMMUNITY, THE FEDERATION ALSO ADDRESSES CRITICAL, EMERGENT NEEDS WORLD-WIDE THROUGH ITS PARTNERSHIP WITH THE JEWISH FEDERATION OF NORTH AMERICA. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS 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 4A | JFSA RAISED NEARLY 500,000 IN ESSENTIAL FUNDS ALLOCATED TO PARTNER AGENCIES TO PROVIDE FOOD, SECURITY, WELFARE SERVICES, AND TEMPORARY HOUSING IN UKRAINE AND OTHER COUNTRIES WHO WELCOMED UKRAINIANS FLEEING THEIR HOMELAND. JFSA RAISED NEARLY 300,000 TO SUPPORT THE REFUGEE RESETTLEMENT PROGRAM IN SOUTHERN ARIZONA. HUNDREDS OF REFUGEES IN PIMA COUNTY RECEIVED MEALS, HOUSING, HEALTHCARE, CLOTHING, AND ESSENTIAL SERVICES FROM PARTNER AGENCIES FUNDED BY JFSA. 40,732 MEALS WERE DONATED AS PART OF PROJECT ISAIAH, THE ANNUAL HIGH HOLIDAY FOOD DRIVE BENEFITING THE COMMUNITY FOOD BANK OF SOUTHERN ARIZONA. THIS REPRESENTS AN INCREASE OF 60% FROM 2021. OLDER ADULTS IN THE GREATER TUCSON AREA RECEIVED TRANSPORTATION ASSISTANCE FUNDED BY JFSA. MORE THAN 1,000 TRIPS TO MEDICAL APPOINTMENTS, GROCERY SHOPPING, AND JEWISH SERVICES AND PROGRAMMING WERE PROVIDED FREE OF CHARGE. COMMUNITY GRANTS TOTALING 166,350 WERE AWARDED TO LOCAL ORGANIZATIONS AND SYNAGOGUES TO SUPPORT COMMUNITY CONNECTION AND ENGAGEMENT. EXAMPLES INCLUDE FUNDING FOR MONTHLY EDUCATION SESSIONS ADDRESSING ISSUES OF CONCERN TO AGING ADULTS, AN ANTISEMITISM INITIATIVE INCLUDING A CURATED JEWISH MUSEUM EXHIBIT AND CURRICULUM FOR SCHOOL CHILDREN, AND A VOLUNTEER PROJECT TO PROVIDE GOODS AND SERVICES TO LOW INCOME, ISOLATED OLDER ADULTS ON A MONTHLY BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 6 | JEWISH 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 11B | THE 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 12C | ANNUALLY 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 15A | PRESIDENT/CEO IS ALSO THE PRESIDENT/CEO OF JCF, THE WRITTEN CONTRACT IS WITH JCF BUT FOR SHARED SERVICES WITH JFSA. THE JCF COMPENSATION PROCESS IS AS FOLLOWS: A TASK FORCE CONDUCTED AN INDEPENDENT COMPENSATION STUDY AND THE BOARD-APPROVED COMPENSATION WAS DEEMED APPROPRIATE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES 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 XI, LINE 9 | CHANGE IN BENEFICIAL INTEREST -1,229,333 BAD DEBT EXPENSE -48,341 TOTAL -1,277,674 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE JEWISH COMMUNITY FNDN OF SO AZ | ||||||||||
| 3718 EAST RIVER ROAD SUITE 200 | TUCSON | AZ | 85718 | 860718936 | CHARITY | AZ | 501C3 | 7 | NA | false |
| JEWISH PHILANTHROPIES OF SO AZ | ||||||||||
| 3718 EAST RIVER ROAD SUITE 100 | TUCSON | AZ | 85718 | 871814239 | CHARITY | AZ | 501C3 | 7 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | TRUST | EntityTypeTxt |
| Share Of Total Income | -$12,513 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $86,460 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE JEWISH COMMUNITY FNDN OF SO AZ | ||
| C | $1,812,824 | CASH VALUE |
| THE JEWISH COMMUNITY FNDN OF SO AZ | ||
| Q | $166,329 | CASH VALUE |
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