Skip to content
Nonprofiteer
← JEWISH FEDERATION OF GREATER PITTSBURGH

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF GREATER PITTSBURGH.

Totals

Total revenue
$47,830,043
Total expenses
$42,601,188
Contributions and grants received
$40,915,595
Grants paid
$28,948,016
Program service revenue
$223,046
Investment income
$6,691,402
Other revenue
$0
Total assets, end of year
$352,288,593
Total liabilities, end of year
$124,868,105
Net assets or fund balances, end of year
$227,420,488
Program services expenses (Part IX)
$36,953,775
Management and general expenses
$1,925,154
Fundraising expenses
$3,722,259
Program service expenses (Part III)
$36,953,775

Program services were 86.7% 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.

  • 1a · Federated campaigns

    $235,697

  • 1d · Related organizations

    $1,461,759

  • 1e · Government grants (contributions)

    $617,746

  • 1f · All other contributions, gifts and grants

    $38,600,393

  • 1g · Noncash contributions included above

    $6,256,509

  • 2a · Program service revenue: OUTREACH EVENTS

    total $223,046 · related or exempt $223,046

  • 3 · Investment income

    total $5,655,989 · unrelated business -$4,286 · excluded $5,660,275

  • 7a · Gross sales of assets other than inventory

    securities $62,234,168

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

    securities $61,198,755

  • 7c · Gain or loss

    securities $1,035,413

  • 7d · Net gain or loss

    total $1,035,413 · excluded $1,035,413

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,448,164 · program services $28,448,164

  • 2 · Grants to domestic individuals

    total $499,852 · program services $499,852

  • 5 · Compensation of officers, directors and key employees

    total $1,190,029 · program services $596,442 · management and general $189,096 · fundraising $404,491

  • 7 · Other salaries and wages

    total $4,573,891 · program services $2,325,858 · management and general $735,101 · fundraising $1,512,932

  • 8 · Pension plan contributions

    total $203,222 · program services $101,855 · management and general $32,292 · fundraising $69,075

  • 9 · Other employee benefits

    total $749,816 · program services $375,808 · management and general $119,146 · fundraising $254,862

  • 10 · Payroll taxes

    total $386,081 · program services $193,504 · management and general $61,348 · fundraising $131,229

  • 11b · Fees: legal

    total $46,327 · program services $28,716 · management and general $17,611

  • 11c · Fees: accounting

    total $75,210 · management and general $75,210

  • 11d · Fees: lobbying

    total $72,000 · program services $72,000

  • 11f · Fees: investment management

    total $738,221 · program services $738,221

  • 11g · Fees: other

    total $1,067,938 · program services $506,556 · management and general $177,991 · fundraising $383,391

  • 12 · Advertising and promotion

    total $172,499 · program services $86,457 · management and general $27,410 · fundraising $58,632

  • 13 · Office expenses

    total $58,667 · program services $29,404 · management and general $9,322 · fundraising $19,941

  • 14 · Information technology

    total $305,441 · program services $153,087 · management and general $48,535 · fundraising $103,819

  • 16 · Occupancy

    total $519,653 · program services $260,450 · management and general $82,573 · fundraising $176,630

  • 17 · Travel

    total $539,593 · program services $441,212 · management and general $50,242 · fundraising $48,139

  • 19 · Conferences, conventions and meetings

    total $491,178 · program services $246,179 · management and general $78,047 · fundraising $166,952

  • 20 · Interest

    total $144,523 · program services $144,523

  • 22 · Depreciation, depletion and amortization

    total $292,215 · program services $146,458 · management and general $46,433 · fundraising $99,324

  • 23 · Insurance

    total $53,066 · program services $26,597 · management and general $8,432 · fundraising $18,037

  • 24a · Other expenses: BLDG SUPPLIES & MAINT.

    total $725,804 · program services $363,773 · management and general $115,330 · fundraising $246,701

  • 24b · Other expenses: MISSIONS

    total $518,714 · program services $487,644 · management and general $9,899 · fundraising $21,171

  • 24c · Other expenses: DUES AND MEMBERSHIPS

    total $17,521 · program services $8,782 · management and general $2,784 · fundraising $5,955

  • 24e · All other expenses

    total $711,563 · program services $672,233 · management and general $38,352 · fundraising $978

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,584,159 · end of year $11,803,930

  • 2 · Savings and temporary cash investments

    beginning of year $568,593 · end of year $10,467,250

  • 3 · Pledges and grants receivable

    beginning of year $8,685,658 · end of year $9,256,822

  • 7 · Other notes and loans receivable

    beginning of year $4,469,899 · end of year $1,625,720

  • 9 · Prepaid expenses and deferred charges

    beginning of year $552,896 · end of year $119,985

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

    $3,836,592

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

    $1,353,563

  • 10c · Land, buildings and equipment, net

    beginning of year $2,996,526 · end of year $2,483,029

  • 11 · Investments: publicly traded securities

    beginning of year $265,294,131 · end of year $286,281,344

  • 12 · Investments: other securities

    beginning of year $30,283,041 · end of year $30,250,513

  • 18 · Grants payable

    beginning of year $298,528 · end of year $344,982

  • 20 · Tax-exempt bond liabilities

    beginning of year $3,293,383 · end of year $2,311,007

  • 21 · Escrow or custodial account liability

    beginning of year $107,308,075 · end of year $112,615,393

  • 25 · Other liabilities

    beginning of year $8,672,102 · end of year $9,596,723

  • 27 · Net assets without donor restrictions

    beginning of year $75,386,056 · end of year $84,515,567

  • 28 · Net assets with donor restrictions

    beginning of year $134,476,759 · end of year $142,904,921

Mission and programs · 2023

Mission

OUR VISION IS A FLOURISHING JEWISH COMMUNITY WHERE EVERYONE FEELS INCLUDED, SUPPORTED AND INSPIRED. IN ORDER TO ACCOMPLISH THIS VISION WE CULTIVATE RESOURCES, CONNECT PEOPLE AND COLLABORATE ACROSS THE COMMUNITY TO LIVE AND FULFILL JEWISH VALUES.

Activities or mission (Part I)

CULTIVATE RESOURCES, CONNECT PEOPLE, COLLABORATE ACROSS COMMUNITY TO LIVE & FULFILL JEWISH VALUES

  • THE JEWISH FEDERATION OF GREATER PITTSBURGH IS ONE OF THE OLDEST AND LARGEST PHILANTHROPIES IN WESTERN PENNSYLVANIA. SINCE 1912, THE FEDERATION HAS FUNDED PROGRAMS THAT SUPPORT HEALTH, SOCIAL SERVICE, EDUCATIONAL AND JEWISH CONTINUITY NEEDS IN PITTSBURGH, ISRAEL AND THROUGHOUT THE WORLD.SEE SCHEDULE O FOR CONTINUATION OF THE DESCRIPTION.

    Expenses $36,953,775 · Grants $28,948,016 · Revenue $223,046

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

Listed in Part VII

  • Meryl K Ainsman

    PAST CHAIR (EXITED 09/23)

    Total calculated
    $0
    Hours/week
    5

  • Susan G Berman Kress Director

    (THRU 9/23), ASST. SEC. (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    5

  • Marc Brown Asst Secretary

    (THRU 09/23), SECRETARY (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    5

  • Ellen Teri Kaplan Goldstein

    V CHAIR (THRU 9/23) DIR. (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Dan Holthaus Director

    (THRU 9/23), TREASURER (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    5

  • Judith Kanal Director

    (THRU 9/23), VICE CHAIR (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    15

  • Jan Levinson Secretary

    (THRU 9/23), CHAIR (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    20 + 1 related

  • Marsha Marcus

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    15

  • Deborah Resnick Director

    (THRU 9/23), VICE CHAIR (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    15

  • Gilbert Schneider

    ASST. TREASURER (EXITED 09/23)

    Total calculated
    $0
    Hours/week
    5

  • Marcie Solomon Treasurer Thru

    9/23), ASST. TREAS. (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    5

  • David Sufrin Chair

    (THRU 9/23), PAST CHAIR (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    5

  • James Wagner Vice Chair

    (THRU 9/23), DIRECTOR (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Ahmie Baum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Debra Caplan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Neil Dibiase

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Adam Falcone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jeremy Feinstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rachel Firestone

    DIRECTOR (ENTERED 09/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Stephen Halpern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Knoll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Larry Lebowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rosanne M Levine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Daniel Magrish

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Philip Milch

    DIRECTOR (EXITED 09/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Milch

    DIRECTOR (ENTERED 09/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Sharon Novak

    DIRECTOR (ENTERED 09/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Melissa Rackoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jane Rollman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Todd Rosenfeld

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Stacey Seewald

    DIRECTOR (ENTERED 09/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Tanya Koul Strausbaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sharon Werner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jeffrey Finkelstein

    PRESIDENT/CEO

    Total calculated
    $519,747
    From this org
    $468,502
    From related orgs
    $0
    Other
    $51,245
    Hours/week
    50 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $434,807
    Bonus
    $30,500
    Other
    $3,195
    Deferred
    $20,126
    Nontaxable benefits
    $31,119
    Filer's total
    $519,747

  • David Work

    VP & CHIEF FINANCIAL OFFICER

    Total calculated
    $227,632
    From this org
    $192,446
    From related orgs
    $0
    Other
    $35,186
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $191,002
    Bonus
    $500
    Other
    $944
    Deferred
    $7,736
    Nontaxable benefits
    $27,450
    Filer's total
    $227,632

  • Brian Eglash

    SR VP & CHIEF DEVELOPMENT

    Total calculated
    $319,270
    From this org
    $279,185
    From related orgs
    $0
    Other
    $40,085
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $245,072
    Bonus
    $30,500
    Other
    $3,613
    Deferred
    $12,504
    Nontaxable benefits
    $27,581
    Filer's total
    $319,270

  • Jessica Brown Smith

    VP & CHIEF OPERATING OFFICER

    Total calculated
    $225,083
    From this org
    $189,823
    From related orgs
    $0
    Other
    $35,260
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $188,379
    Bonus
    $500
    Other
    $944
    Deferred
    $9,800
    Nontaxable benefits
    $25,460
    Filer's total
    $225,083

  • Adam Hertzman

    ASSOCIATE VP OF MARKETING

    Total calculated
    $150,951
    From this org
    $143,179
    From related orgs
    $0
    Other
    $7,772
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,197
    Bonus
    $1,000
    Other
    $982
    Deferred
    $6,760
    Nontaxable benefits
    $1,012
    Filer's total
    $150,951

  • Roi Mezare

    ASSOCIATE VP OF DEVELOPMENT

    Total calculated
    $157,940
    From this org
    $124,748
    From related orgs
    $0
    Other
    $33,192
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $121,882
    Bonus
    $2,500
    Other
    $366
    Deferred
    $6,338
    Nontaxable benefits
    $26,854
    Filer's total
    $157,940

  • Shawn Brokos

    DIRECTOR OF COMMUNITY SECURITY

    Total calculated
    $155,446
    From this org
    $146,303
    From related orgs
    $0
    Other
    $9,143
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,676
    Bonus
    $2,000
    Other
    $627
    Deferred
    $6,930
    Nontaxable benefits
    $2,213
    Filer's total
    $155,446

  • Daniel Schiff

    FOUNDATION SCHOLAR

    Total calculated
    $145,926
    From this org
    $128,863
    From related orgs
    $0
    Other
    $17,063
    Hours/week
    50

  • Zipora Gur

    DIRECTOR CLASSROOMS WITHOUT

    Total calculated
    $140,921
    From this org
    $122,897
    From related orgs
    $0
    Other
    $18,024
    Hours/week
    50

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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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 1A
THE RESPONSIBILITIES OF THE FEDERATION'S PRESIDENT REQUIRE TRAVEL ON VARIOUS OCCASIONS. THE FEDERATION HAS IMPLEMENTED SPOUSAL TRAVEL GUIDELINES TO ENSURE THAT SPOUSAL TRAVEL IS IN FURTHERANCE OF THE FEDERATION'S BUSINESS ACTIVITIES AND MISSION. ALL REIMBURSEMENTS COMPLY WITH THE FEDERATION'S ACCOUNTABLE PLAN.
PART I, LINE 7
THE FEDERATION PROVIDES BONUS PAYMENTS BASED ON PERFORMANCE GOALS WHICH ARE REVIEWED AND APPROVED BY THE FEDERATION'S PERSONNEL AND COMPENSATION COMMITTEE.

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.

  • 412X972 PITTSBURGH ISRAEL INNOVATION INC

    C · SUPPORT SERVICES · PA · 100% owned · share of income -$121,801 · share of assets $92,204

    Directly controlled by JEWISH FEDERATION OF GREATER PITTSBURGH

  • CHARITABLE LEAD ANNUITY TRUST (1)

    T · PHILANTHROPY · PA

  • CHARITABLE LEAD UNITRUST (1)

    T · PHILANTHROPY · PA

  • CHARITABLE REMAINDER ANNUITY TRUST (4)

    T · PHILANTHROPY · PA

  • CHARITABLE REMAINDER UNITRUST (10)

    T · PHILANTHROPY · PA

  • FEDERATED SOFTWARE SERVICES INC

    C · DISTRIBUTION OF FUNDRAISING SOFTWARE · PA · 95% owned

  • CHARITABLE GIFT ANNUITY (16)

    T · PHILANTHROPY · PA

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202501219349301605

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

The source document this was parsed from is served over the API, which is where bulk and document access live.