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← JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES

Form 990 for tax year 2023

Filed by JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES.

Totals

Total revenue
$148,238,373
Total expenses
$155,888,122
Contributions and grants received
$110,325,436
Grants paid
$131,140,666
Program service revenue
$2,341,113
Investment income
$35,170,688
Other revenue
$401,136
Total assets, end of year
$1,532,043,161
Total liabilities, end of year
$154,125,809
Net assets or fund balances, end of year
$1,377,917,352
Program services expenses (Part IX)
$135,416,728
Management and general expenses
$12,652,458
Fundraising expenses
$7,818,936
Program service expenses (Part III)
$135,416,728

Program services were 86.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $9,344,647

  • 1f · All other contributions, gifts and grants

    $100,980,789

  • 1g · Noncash contributions included above

    $46,669,699

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $2,341,113 · related or exempt $2,341,113

  • 3 · Investment income

    total $29,706,005 · unrelated business -$70,759 · excluded $29,776,764

  • 6a · Gross rents

    real property $183,025

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $183,025

  • 6d · Net rental income or loss

    total $183,025 · excluded $183,025

  • 7a · Gross sales of assets other than inventory

    securities $261,235,179

  • 7b · Less cost or other basis and sales expenses

    securities $255,770,496

  • 7c · Gain or loss

    securities $5,464,683

  • 7d · Net gain or loss

    total $5,464,683 · excluded $5,464,683

  • 11a · Other revenue: MISC REAL ESTATE REV

    total $218,111 · excluded $218,111

  • 11e · Other revenue, total

    $218,111

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $126,445,993 · program services $126,445,993

  • 3 · Grants to foreign organizations and individuals

    total $4,694,673 · program services $4,694,673

  • 5 · Compensation of officers, directors and key employees

    total $2,560,379 · program services $343,735 · management and general $1,053,890 · fundraising $1,162,754

  • 7 · Other salaries and wages

    total $8,327,899 · program services $1,118,034 · management and general $3,427,887 · fundraising $3,781,978

  • 8 · Pension plan contributions

    total $295,336 · program services $94,358 · management and general $89,655 · fundraising $111,323

  • 9 · Other employee benefits

    total $1,166,872 · program services $358,397 · management and general $288,262 · fundraising $520,213

  • 10 · Payroll taxes

    total $776,970 · program services $251,966 · management and general $223,589 · fundraising $301,415

  • 11a · Fees: management

    total $2,150,503 · program services $391,719 · management and general $1,245,380 · fundraising $513,404

  • 11b · Fees: legal

    total $283,756 · management and general $30,051 · fundraising $253,705

  • 11c · Fees: accounting

    total $535,969 · management and general $535,969

  • 11e · Fees: professional fundraising services

    total $7,728 · fundraising $7,728

  • 11f · Fees: investment management

    total $1,515,986 · management and general $1,112,722 · fundraising $403,264

  • 11g · Fees: other

    total $106,151 · management and general $61,584 · fundraising $44,567

  • 12 · Advertising and promotion

    total $68,094 · program services $9,411 · management and general $3,624 · fundraising $55,059

  • 13 · Office expenses

    total $873,894 · program services $347,971 · management and general $400,805 · fundraising $125,118

  • 14 · Information technology

    total $861,822 · program services $106,936 · management and general $527,367 · fundraising $227,519

  • 16 · Occupancy

    total $1,049,366 · program services $5,320 · management and general $1,041,908 · fundraising $2,138

  • 17 · Travel

    total $176,740 · program services $73,627 · management and general $60,155 · fundraising $42,958

  • 19 · Conferences, conventions and meetings

    total $207,125 · program services $110,770 · management and general $44,879 · fundraising $51,476

  • 20 · Interest

    total $315,434 · management and general $315,434

  • 22 · Depreciation, depletion and amortization

    total $1,713,958 · management and general $1,700,623 · fundraising $13,335

  • 23 · Insurance

    total $462,426 · management and general $432,361 · fundraising $30,065

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $703,211 · program services $523,452 · management and general $13,203 · fundraising $166,556

  • 24b · Other expenses: BAD DEBT EXPENSES

    total $384,184 · program services $382,905 · management and general $1,279

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $203,653 · program services $157,461 · management and general $41,831 · fundraising $4,361

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $164,315,643 · end of year $180,253,385

  • 3 · Pledges and grants receivable

    beginning of year $8,342,460 · end of year $10,114,941

  • 7 · Other notes and loans receivable

    beginning of year $9,921,862 · end of year $8,678,321

  • 9 · Prepaid expenses and deferred charges

    beginning of year $436,666 · end of year $663,334

  • 10a · Land, buildings and equipment: cost or other basis

    $19,866,126

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,401,236

  • 10c · Land, buildings and equipment, net

    beginning of year $8,795,356 · end of year $8,464,890

  • 11 · Investments: publicly traded securities

    beginning of year $840,456,547 · end of year $885,485,572

  • 12 · Investments: other securities

    beginning of year $349,478,149 · end of year $389,862,146

  • 13 · Investments: program-related

    beginning of year $18,125,033 · end of year $21,877,362

  • 15 · Other assets

    beginning of year $31,680,130 · end of year $26,643,210

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,548,783 · end of year $2,146,063

  • 18 · Grants payable

    beginning of year $3,165,012 · end of year $3,564,714

  • 23 · Secured mortgages and notes payable

    beginning of year $11,925,461 · end of year $10,537,470

  • 25 · Other liabilities

    beginning of year $126,813,375 · end of year $137,877,562

  • 27 · Net assets without donor restrictions

    beginning of year $1,044,545,023 · end of year $1,121,703,360

  • 28 · Net assets with donor restrictions

    beginning of year $242,554,192 · end of year $256,213,992

Mission and programs · 2023

Mission

THE JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND IS A PHILANTHROPIC CATALYST, CONNECTING PEOPLE TO THE POWER WE HAVE AS A JEWISH COMMUNITY TO IMPROVE THE WORLD. WE PARTNER WITH DONORS, NONPROFITS, & FOUNDATIONS TO ADDRESS THE PRESSING ISSUES FACING OUR COMMUNITY.OUR VISION IS A VIBRANT, CONNECTED, AND ENDURING JEWISH COMMUNITY THAT IS A FORCE FOR GOOD LOCALLY, IN ISRAEL, AND AROUND THE WORLD.OUR MISSION IS TO BE A PHILANTHROPIC CATALYST, CONNECTING BAY AREA JEWS - OF ALL AGES, BACKGROUNDS, AND PERSPECTIVES - TO THE POWER WE HAVE AS A COMMUNITY TO IMPROVE THE WORLD. WE PARTNER WITH DONORS, ORGANIZATIONS, AND FOUNDATIONS TO ADDRESS THE PRESSING ISSUES FACING OUR COMMUNITY, AND DEVELOP INNOVATIVE STRATEGIES THAT RESULT IN DEEP AND LASTING IMPACT LOCALLY, IN ISRAEL, AND AROUND THE WORLD.OUR WORK IS GUIDED BY THE TIMELESS JEWISH VALUES OF KEHILLA (COMMUNITY), TZEDAKAH (GIVING WITH JUST INTENTION), AND TIKKUN OLAM (REPAIRING THE WORLD).

Activities or mission (Part I)

GRANTMAKING & PROGRAMS TO SUPPORT EDUCATION, SERVICES, & ENGAGEMENT IN THE JEWISH COMMUNITY

  • - PROVIDED STRATEGIC OPERATING AND PROGRAMMATIC SUPPORT TO A NETWORK OF EFFECTIVE ORGANIZATIONS THAT CARE FOR THE VULNERABLE, INSPIRE JEWISH LIFE AND LEARNING, BUILD JEWISH IDENTITY, AND PROVIDE MEANINGFUL EXPERIENCES.- PROVIDED HUMANITARIAN RELIEF WORLDWIDE INCLUDING REVITALIZING JEWISH COMMUNITIES AND RESPONDING TO EMERGENCIES.-PARTNERED WITH NONPROFITS AND FOUNDATIONS IN ISRAEL TO ADVANCE PLURALISM & EQUAL OPPORTUNITY FOR ALL ISRAELI CITIZENS.- ENGAGED IN COLLECTIVE PROBLEM SOLVING TO IDENTIFY AND ADDRESS OUR COMMUNITY'S PRESSING CHALLENGES AND PRIORITIES.- INVESTED IN NEW, HIGH-POTENTIAL IDEAS TO STRENGTHEN THE JEWISH FUTURE.

    Expenses $135,416,728 · Grants $131,140,666 · Revenue $2,341,113

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Arthur Slepian

    DIRECTOR/BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jim Heeger

    DIRECTOR/IMMEDIATE PAST CH

    Total calculated
    $0
    Hours/week
    1

  • Michelle Tandowsky

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Dan Cohn

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Michael Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andy Cheng

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann P Becker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barry Cohn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Friedkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eileen Ruby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Fred Isaac

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie Weinstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Yanowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Minkoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Kahn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Rooklin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lindsey Newman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Guy Miasnik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marc Dollinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Moses Libitzky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Natasha Kehimkar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dara Pincas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Ganz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Saal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Valli Benesch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joy Sisisky

    CEO

    Total calculated
    $707,850
    From this org
    $657,114
    From related orgs
    $0
    Other
    $50,736
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $545,944
    Bonus
    $110,000
    Other
    $1,170
    Deferred
    $20,900
    Nontaxable benefits
    $29,836
    Filer's total
    $707,850

  • Nicolas Elsishans

    CFO/ASST TREASURER

    Total calculated
    $215,906
    From this org
    $195,089
    From related orgs
    $0
    Other
    $20,817
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $184,464
    Bonus
    $10,000
    Other
    $625
    Deferred
    $6,126
    Nontaxable benefits
    $14,691
    Filer's total
    $215,906

  • Tanya Shadoan

    CHIEF OPERATING OFFICER

    Total calculated
    $314,156
    From this org
    $302,896
    From related orgs
    $0
    Other
    $11,260
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $276,090
    Bonus
    $25,000
    Other
    $1,806
    Deferred
    $9,002
    Nontaxable benefits
    $2,258
    Filer's total
    $314,156

  • Rebecca Randall

    CPO/ASST SECRETARY

    Total calculated
    $313,506
    From this org
    $276,270
    From related orgs
    $0
    Other
    $37,236
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $250,100
    Bonus
    $25,000
    Other
    $1,170
    Deferred
    $9,020
    Nontaxable benefits
    $28,216
    Filer's total
    $313,506

  • Seth Brysk

    CHIEF OFF.EXTERN.AFFAIRS(TO 8/16/23)

    Total calculated
    $92,634
    From this org
    $87,092
    From related orgs
    $0
    Other
    $5,542
    Hours/week
    45

  • Afshin Afshar

    CHIEF INFORMATION OFFICER

    Total calculated
    $215,694
    From this org
    $203,416
    From related orgs
    $0
    Other
    $12,278
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $199,150
    Bonus
    $0
    Other
    $4,266
    Deferred
    $6,120
    Nontaxable benefits
    $6,158
    Filer's total
    $215,694

  • Brian Mendel

    MANAGING DIRECTOR OF FINANCE

    Total calculated
    $173,212
    From this org
    $153,022
    From related orgs
    $0
    Other
    $20,190
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $151,831
    Bonus
    $0
    Other
    $1,191
    Deferred
    $5,096
    Nontaxable benefits
    $15,094
    Filer's total
    $173,212

  • Jennifer Smith

    EXEC DIRECTOR, DILLER TEEN

    Total calculated
    $326,849
    From this org
    $302,160
    From related orgs
    $0
    Other
    $24,689
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $300,036
    Bonus
    $0
    Other
    $2,124
    Deferred
    $9,083
    Nontaxable benefits
    $15,606
    Filer's total
    $326,849

  • Adam Smith

    MANAGING DIRECTOR DTF PROGRAMS

    Total calculated
    $220,195
    From this org
    $212,568
    From related orgs
    $0
    Other
    $7,627
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $211,938
    Bonus
    $0
    Other
    $630
    Deferred
    $6,358
    Nontaxable benefits
    $1,269
    Filer's total
    $220,195

  • Lisa Tabak

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $212,881
    From this org
    $192,460
    From related orgs
    $0
    Other
    $20,421
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $190,166
    Bonus
    $0
    Other
    $2,294
    Deferred
    $5,055
    Nontaxable benefits
    $15,366
    Filer's total
    $212,881

  • Deborah Tuttle

    SR DIR. FAMILY PHINTHROPY

    Total calculated
    $196,370
    From this org
    $181,095
    From related orgs
    $0
    Other
    $15,275
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $170,229
    Bonus
    $9,000
    Other
    $1,866
    Deferred
    $5,714
    Nontaxable benefits
    $9,561
    Filer's total
    $196,370

  • Angela Ingel

    INTERIM MANAGING DIR MARKETING

    Total calculated
    $193,717
    From this org
    $178,575
    From related orgs
    $0
    Other
    $15,142
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $176,198
    Bonus
    $0
    Other
    $2,377
    Deferred
    $5,550
    Nontaxable benefits
    $9,592
    Filer's total
    $193,717

  • Brian Kataoka

    ASSISTANT TREASURER

    Total calculated
    $136,841
    From this org
    $125,213
    From related orgs
    $0
    Other
    $11,628
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $125,023
    Bonus
    $0
    Other
    $190
    Deferred
    $3,754
    Nontaxable benefits
    $7,874
    Filer's total
    $136,841

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
EMPLOYEES OF THE ORGANIZATION ARE ELIGIBLE TO RECEIVE NON-FIXED, PERFORMANCE-BASED BONUSES. SIX OF THE EMPLOYEES REPORTED ON SCHEDULE J, PART II, COLUMN B(II) RECEIVED NON FIXED PERFORMANCE BONUSES DURING THE CURRENT YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NOVA STEUART LLC

    PROPERTY TITLE HOLDING CO. · CA · income $22,100 · assets $281,454

    Directly controlled by JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO

  • FEDERATION PHILANTHROPY PARTNERS LLC

    PHILANTHROPIC ADVISING SERVICES · CA · income $84,492 · assets $731

    Directly controlled by JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (2)

    T · CHARITABLE GIVING · CA · controlled entity

    Directly controlled by JEWISH COMMUNITY FEDERATION SF

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349310023

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