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Nonprofiteer
← JEWISH FEDERATION OF SOUTHERN ARIZONA

Form 990 for tax year 2022

Filed by JEWISH FEDERATION OF SOUTHERN ARIZONA.

Totals

Total revenue
$3,849,358
Total expenses
$4,425,829
Contributions and grants received
$3,808,658
Grants paid
$2,133,623
Program service revenue
$1,528
Investment income
$5,954
Other revenue
$33,218
Total assets, end of year
$21,350,158
Total liabilities, end of year
$233,735
Net assets or fund balances, end of year
$21,116,423
Program services expenses (Part IX)
$3,094,927
Management and general expenses
$714,242
Fundraising expenses
$616,660
Program service expenses (Part III)
$3,094,927

Program services were 69.9% 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.

  • 1f · All other contributions, gifts and grants

    $3,808,658

  • 1g · Noncash contributions included above

    $33,506

  • 2a · Program service revenue: AFFINITY AND CRC PROGRAMMING

    total $803 · related or exempt $803

  • 2b · Program service revenue: EDUCATION REVENUE

    total $725 · related or exempt $725

  • 3 · Investment income

    total $5,954 · excluded $5,954

  • 6a · Gross rents

    real property $23,800

  • 6c · Rental income or loss

    real property $23,800

  • 6d · Net rental income or loss

    total $23,800 · excluded $23,800

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $9,418 · excluded $9,418

  • 11e · Other revenue, total

    $9,418

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,120,539 · program services $2,120,539

  • 2 · Grants to domestic individuals

    total $13,084 · program services $13,084

  • 5 · Compensation of officers, directors and key employees

    total $283,793 · program services $113,327 · management and general $75,369 · fundraising $95,097

  • 7 · Other salaries and wages

    total $970,350 · program services $404,134 · management and general $227,471 · fundraising $338,745

  • 8 · Pension plan contributions

    total $26,064 · program services $6,075 · management and general $14,792 · fundraising $5,197

  • 9 · Other employee benefits

    total $68,973 · program services $16,075 · management and general $39,146 · fundraising $13,752

  • 10 · Payroll taxes

    total $78,370 · program services $18,266 · management and general $44,478 · fundraising $15,626

  • 11b · Fees: legal

    total $16,328 · management and general $16,328

  • 11c · Fees: accounting

    total $33,545 · management and general $33,545

  • 11g · Fees: other

    total $152,319 · program services $73,951 · management and general $58,285 · fundraising $20,083

  • 12 · Advertising and promotion

    total $758 · program services $146 · management and general $612

  • 13 · Office expenses

    total $78,084 · program services $18,547 · management and general $30,992 · fundraising $28,545

  • 14 · Information technology

    total $60,142 · program services $43,689 · management and general $14,518 · fundraising $1,935

  • 16 · Occupancy

    total $114,978 · program services $52,507 · management and general $41,026 · fundraising $21,445

  • 17 · Travel

    total $11,222 · program services $7,479 · management and general $3,671 · fundraising $72

  • 19 · Conferences, conventions and meetings

    total $12,114 · management and general $7,860 · fundraising $4,254

  • 22 · Depreciation, depletion and amortization

    total $158,109 · program services $73,822 · management and general $55,353 · fundraising $28,934

  • 23 · Insurance

    total $28,561 · program services $2,790 · management and general $25,771

  • 24a · Other expenses: OUTREACH PROGRAMMING

    total $164,427 · program services $122,457 · fundraising $41,970

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $21,177 · program services $670 · management and general $20,503 · fundraising $4

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $10,144 · program services $7,369 · management and general $2,449 · fundraising $326

  • 24d · Other expenses: STAFF DEVELOPMENT

    total $2,748 · management and general $2,073 · fundraising $675

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,333,290 · end of year $1,734,104

  • 2 · Savings and temporary cash investments

    beginning of year $764,355

  • 3 · Pledges and grants receivable

    beginning of year $981,146 · end of year $572,501

  • 4 · Accounts receivable

    beginning of year $22,709 · end of year $148,864

  • 5 · Loans and receivables from officers and key people

    end of year $100,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,207 · end of year $83,294

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

    $6,438,906

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

    $820,165

  • 10c · Land, buildings and equipment, net

    beginning of year $5,643,815 · end of year $5,618,741

  • 12 · Investments: other securities

    beginning of year $13,293,945 · end of year $13,006,194

  • 15 · Other assets

    beginning of year $98,973 · end of year $86,460

  • 17 · Accounts payable and accrued expenses

    beginning of year $213,872 · end of year $233,735

  • 27 · Net assets without donor restrictions

    beginning of year $20,154,911 · end of year $18,873,166

  • 28 · Net assets with donor restrictions

    beginning of year $2,815,657 · end of year $2,243,257

Mission and programs · 2022

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

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $3,094,927 · Grants $2,118,395 · Revenue $1,528

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Kimberly L Driskell

    CFO

    Total calculated
    $145,788
    From this org
    $129,987
    From related orgs
    $0
    Other
    $15,801
    Hours/week
    38

  • Emily Richman

    INTERIM CEO

    Total calculated
    $139,007
    From this org
    $127,263
    From related orgs
    $0
    Other
    $11,744
    Hours/week
    38

  • Graham Hoffman

    FORMER PRESI

    Total calculated
    $328,447
    From this org
    $0
    From related orgs
    $323,983
    Other
    $4,464

    Schedule J breakdown matched by us

    Base
    not reported + $323,983 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $4,464 related
    Filer's total
    not reported + $328,447 related

  • Morgan Abraham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeff Artzi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bruce Ash

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Alec Berens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Debbie Goodman Butler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Elizabeth Friman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Danny Gasch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leah Geistfeld

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Adam Goldstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Liz Kanter-Groskind

    AT LARGE

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Anne Hameroff

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Jeff Jacobson

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Jeffrey Katz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Helaine Levy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lisa Lovallo

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Ann Lovell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Isaac Rothschild

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Aaron Rottenstein

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Lex Sears

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeremy Sharpe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott Sheftel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ben Silverman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shelly Silverman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Related corporations and trusts

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

  • CHARITABLE REMAINDER UNITRUST

    TRUST · CHARITABLE · AZ · 100% owned · share of income -$12,513 · share of assets $86,460

Provenance

Return type
form_990
Tax year
2022
Filed
10 October 2023
IRS schema version
2022v5.0
Source object
202302899349301830

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

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