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Nonprofiteer
← JEWISH COMMUNITY FOUNDATION OF SAN DIEGO

Form 990 for tax year 2022

Filed by JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.

Totals

Total revenue
$172,547,847
Total expenses
$178,976,298
Contributions and grants received
$152,926,244
Grants paid
$173,790,792
Program service revenue
$687,631
Investment income
$18,954,326
Other revenue
-$20,354
Total assets, end of year
$671,468,910
Total liabilities, end of year
$170,305,135
Net assets or fund balances, end of year
$501,163,775
Program services expenses (Part IX)
$174,165,929
Management and general expenses
$3,527,033
Fundraising expenses
$1,283,336
Program service expenses (Part III)
$174,165,929

Program services were 97.3% 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

    $708,112

  • 1f · All other contributions, gifts and grants

    $152,218,132

  • 1g · Noncash contributions included above

    $122,962,252

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $577,486 · related or exempt $577,486

  • 2b · Program service revenue: OTHER PROGRAM INCOME

    total $110,145 · related or exempt $110,145

  • 3 · Investment income

    total $12,376,411 · excluded $12,376,411

  • 7a · Gross sales of assets other than inventory

    securities $6,577,915

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

    securities $0

  • 7c · Gain or loss

    securities $6,577,915

  • 7d · Net gain or loss

    total $6,577,915 · excluded $6,577,915

  • 11a · Other revenue: K-1 PASSTHROUGH

    total -$20,354 · unrelated business -$20,354

  • 11e · Other revenue, total

    -$20,354

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $172,241,879 · program services $172,241,879

  • 3 · Grants to foreign organizations and individuals

    total $1,548,913 · program services $1,548,913

  • 5 · Compensation of officers, directors and key employees

    total $1,166,959 · program services $128,189 · management and general $466,080 · fundraising $572,690

  • 7 · Other salaries and wages

    total $1,337,078 · program services $139,251 · management and general $885,426 · fundraising $312,401

  • 8 · Pension plan contributions

    total $128,121 · program services $13,257 · management and general $82,135 · fundraising $32,729

  • 9 · Other employee benefits

    total $267,430 · program services $24,787 · management and general $141,346 · fundraising $101,297

  • 10 · Payroll taxes

    total $140,428 · program services $14,975 · management and general $76,486 · fundraising $48,967

  • 11b · Fees: legal

    total $55,646 · management and general $55,646

  • 11c · Fees: accounting

    total $61,563 · management and general $61,563

  • 11f · Fees: investment management

    total $1,194,457 · management and general $1,194,457

  • 11g · Fees: other

    total $49,872 · management and general $49,872

  • 12 · Advertising and promotion

    total $29,249 · program services $12,980 · fundraising $16,269

  • 13 · Office expenses

    total $62,629 · program services $2,537 · management and general $60,092

  • 14 · Information technology

    total $294,485 · program services $3,017 · management and general $96,121 · fundraising $195,347

  • 16 · Occupancy

    total $100,654 · management and general $100,654

  • 17 · Travel

    total $35,913 · program services $2,774 · management and general $33,139

  • 23 · Insurance

    total $96,873 · management and general $96,873

  • 24a · Other expenses: EVENTS/COMMUNITY

    total $62,989 · program services $17,214 · management and general $45,775

  • 24b · Other expenses: TAXES

    total $1,978 · management and general $1,978

  • 24e · All other expenses

    total $99,182 · program services $16,156 · management and general $79,390 · fundraising $3,636

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $339,669 · end of year $1,906,569

  • 4 · Accounts receivable

    beginning of year $609,699 · end of year $597,167

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $533,109,143 · end of year $560,189,506

  • 12 · Investments: other securities

    beginning of year $116,864,100 · end of year $107,799,402

  • 15 · Other assets

    beginning of year $977,618 · end of year $976,266

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,023,121 · end of year $2,026,209

  • 25 · Other liabilities

    beginning of year $158,703,889 · end of year $168,278,926

  • 27 · Net assets without donor restrictions

    beginning of year $463,542,022 · end of year $470,528,359

  • 28 · Net assets with donor restrictions

    beginning of year $27,631,197 · end of year $30,635,416

Mission and programs · 2022

Mission

TO COLLABORATE WITH INDIVIDUALS AND ORGANIZATIONS, AND LEVERAGE PHILANTHROPIC CAPITAL FOR POSITIVE IMPACT. TO COMBINE DONOR-DRIVEN PHILANTHROPY, INVESTING, AND EDUCATION WITH TRUSTED, PERSONALIZED SERVICE, ENABLING INDIVIDUALS AND ORGANIZATIONS TO EFFECTIVELY DEDICATE THEIR RESOURCES FOR MAXIMUM BENEFIT IN THE COMMUNITY.

Activities or mission (Part I)

TO INCREASE CURRENT AND FUTURE SUPPORT FOR A VIBRANT AND SECURE JEWISH COMMUNITY.

  • DISTRIBUTION OF APPROXIMATELY 8,000 GRANTS TO APPROXIMATELY 2,000 CHARITABLE, EDUCATIONAL AND RELIGIOUS ORGANIZATIONS.

    Expenses $174,165,929 · Grants $173,790,792 · Revenue $687,631

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Beth Sirull

    PRESIDENT & CEO

    Total calculated
    $482,791
    From this org
    $415,607
    From related orgs
    $0
    Other
    $67,184
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $415,607
    Bonus
    $0
    Other
    $0
    Deferred
    $58,250
    Nontaxable benefits
    $8,934
    Filer's total
    $482,791

  • Jeremy Pearl

    CFO & EVP

    Total calculated
    $391,052
    From this org
    $326,163
    From related orgs
    $0
    Other
    $64,889
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $326,163
    Bonus
    $0
    Other
    $0
    Deferred
    $58,250
    Nontaxable benefits
    $6,639
    Filer's total
    $391,052

  • Sharleen Wollach

    CHIEF IMPACT OFFICER

    Total calculated
    $254,692
    From this org
    $208,352
    From related orgs
    $0
    Other
    $46,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,792
    Bonus
    $7,560
    Other
    $0
    Deferred
    $37,944
    Nontaxable benefits
    $8,396
    Filer's total
    $254,692

  • Eli Landau

    DIRECTOR OF FINANCE

    Total calculated
    $218,838
    From this org
    $188,341
    From related orgs
    $0
    Other
    $30,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,341
    Bonus
    $0
    Other
    $0
    Deferred
    $22,580
    Nontaxable benefits
    $7,917
    Filer's total
    $218,838

  • Ollie Benn

    DIRECTOR OF PHILANTHROPY & SOCIAL IMPACT

    Total calculated
    $158,058
    From this org
    $139,907
    From related orgs
    $0
    Other
    $18,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,907
    Bonus
    $0
    Other
    $0
    Deferred
    $17,349
    Nontaxable benefits
    $802
    Filer's total
    $158,058

  • Traci Serrano

    DIRECTOR OF ADMINISTRATION & HR

    Total calculated
    $138,372
    From this org
    $117,845
    From related orgs
    $0
    Other
    $20,527
    Hours/week
    40

  • Graeme Gabriel

    CHAIR, DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • Alan Viterbi

    VICE CHAIR, DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Steve Hochberg

    SECRETARY, DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Ron Friedman

    TREASURER, DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Allan Saltz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andy Ratner

    DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Barbara Sherman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Misrach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debby Cushman-Parrish

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Maizel

    JEWISH FEDERATION OF SD REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Janet Acheatel

    IMMEDIATE PAST CHAIR, DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jerry Gumpell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Karen Foster Silberman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Wechter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lawrence Sherman

    GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • Michael Levinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Spector

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shai Kalansky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Theresa Dupuis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tina Beranbaum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 · Compensation committee
  • 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
A DISCRETIONARY BONUS WAS PAID TO ONE INDIVIDUAL REPORTED ON PART VII AT THE SOLE DISCRETION OF THE CEO & CFO BASED ON HER INDIVIDUAL PERFORMANCE.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202401369349313305

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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