Form 990 for tax year 2022
Filed by JEWISH FEDERATION OF SAN DIEGO COUNTY.
Totals
- Total revenue
- $7,849,261
- Total expenses
- $8,855,509
- Contributions and grants received
- $6,295,487
- Grants paid
- $3,208,981
- Program service revenue
- $1,462,668
- Investment income
- $107,370
- Other revenue
- -$16,264
- Total assets, end of year
- $18,941,309
- Total liabilities, end of year
- $2,180,069
- Net assets or fund balances, end of year
- $16,761,240
- Program services expenses (Part IX)
- $7,810,213
- Management and general expenses
- $299,927
- Fundraising expenses
- $745,369
- Program service expenses (Part III)
- $7,810,213
Program services were 88.2% 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
$6,295,487
-
1g · Noncash contributions included above
$367
-
2a · Program service revenue: FEDERATION PROGRAMS
total $1,462,668 · related or exempt $1,462,668
-
3 · Investment income
total $70,865 · excluded $70,865
-
7a · Gross sales of assets other than inventory
other assets $36,505
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $36,505
-
7d · Net gain or loss
total $36,505 · excluded $36,505
-
8a · Fundraising events: gross income
$82,600
-
8b · Fundraising events: direct expenses
$98,864
-
8c · Net income from fundraising events
total -$16,264 · excluded -$16,264
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,124,987 · program services $3,124,987
-
3 · Grants to foreign organizations and individuals
total $83,994 · program services $83,994
-
5 · Compensation of officers, directors and key employees
total $872,459 · program services $572,329 · management and general $102,246 · fundraising $197,884
-
6 · Compensation of disqualified persons
total $1,359,630 · program services $1,119,505 · management and general $40,164 · fundraising $199,961
-
8 · Pension plan contributions
total $81,694 · program services $61,921 · management and general $5,212 · fundraising $14,561
-
9 · Other employee benefits
total $158,308 · program services $119,991 · management and general $10,100 · fundraising $28,217
-
10 · Payroll taxes
total $144,372 · program services $109,428 · management and general $9,211 · fundraising $25,733
-
11b · Fees: legal
total $15,100 · management and general $12,000 · fundraising $3,100
-
11c · Fees: accounting
total $29,222 · management and general $29,222
-
11f · Fees: investment management
total $5,865 · management and general $5,865
-
11g · Fees: other
total $497,168 · program services $375,069 · management and general $1,957 · fundraising $120,142
-
12 · Advertising and promotion
total $28,629 · program services $28,603 · fundraising $26
-
13 · Office expenses
total $95,619 · program services $72,475 · management and general $6,101 · fundraising $17,043
-
14 · Information technology
total $170,749 · program services $129,421 · management and general $10,894 · fundraising $30,434
-
16 · Occupancy
total $131,996 · program services $100,048 · management and general $8,421 · fundraising $23,527
-
17 · Travel
total $1,579,438 · program services $1,555,493 · management and general $15,126 · fundraising $8,819
-
19 · Conferences, conventions and meetings
total $47,780 · program services $26,273 · management and general $7,495 · fundraising $14,012
-
22 · Depreciation, depletion and amortization
total $23,877 · program services $18,098 · management and general $1,523 · fundraising $4,256
-
23 · Insurance
total $28,808 · management and general $28,808
-
24a · Other expenses: EVENTS
total $148,053 · program services $148,053
-
24b · Other expenses: BANK/MERCHANT CHARGES
total $41,830 · fundraising $41,830
-
24c · Other expenses: SECURITY
total $41,593 · program services $41,593
-
24d · Other expenses: PHOTO & VIDEO EXPENSES
total $31,630 · program services $31,630
-
24e · All other expenses
total $112,708 · program services $91,302 · management and general $5,582 · fundraising $15,824
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $142,300 · end of year $370,725
-
2 · Savings and temporary cash investments
beginning of year $1,579,847 · end of year $725,157
-
3 · Pledges and grants receivable
beginning of year $1,913,581 · end of year $1,812,012
-
4 · Accounts receivable
beginning of year $160,298 · end of year $203,785
-
9 · Prepaid expenses and deferred charges
beginning of year $47,486 · end of year $82,262
-
10a · Land, buildings and equipment: cost or other basis
$806,543
-
10b · Land, buildings and equipment: accumulated depreciation
$776,487
-
10c · Land, buildings and equipment, net
beginning of year $53,933 · end of year $30,056
-
15 · Other assets
beginning of year $15,121,458 · end of year $15,717,312
-
17 · Accounts payable and accrued expenses
beginning of year $534,869 · end of year $946,113
-
18 · Grants payable
beginning of year $1,356,885 · end of year $1,233,956
-
19 · Deferred revenue
beginning of year $600,193 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $3,411,952 · end of year $3,256,443
-
28 · Net assets with donor restrictions
beginning of year $13,115,004 · end of year $13,504,797
Mission and programs · 2022
Mission
JEWISH FEDERATION OF SAN DIEGO COUNTY IS DEDICATED TO BUILDING A VIBRANT, CARING, CONNECTED, AND ENDURING JEWISH COMMUNITY.
-
JEWISH FEDERATION OF SAN DIEGO COUNTY ("FEDERATION") IS A CALIFORNIA NOT-FOR-PROFIT ORGANIZATION FORMED IN 1936. INSPIRED BY JEWISH VALUES, WE BROADEN AND DEEPEN ENGAGEMENT IN JEWISH LIFE TO STRENGTHEN JEWISH IDENTITY, FOSTER DYNAMIC CONNECTIONS WITH ISRAEL, AND CARE FOR ALL JEWS IN NEED. WE MOBILIZE OUR COMMUNITY'S RESOURCES, LEADERS, AND ORGANIZATIONS TO ADDRESS THE COMMUNITY'S MOST CRITICAL NEEDS, CREATING PROFOUND IMPACT LOCALLY, IN ISRAEL, AND AROUND THE WORLD.
Expenses $7,810,213 · Grants $3,208,981 · Revenue $1,462,668
As filed on the 2022 return.
Listed in Part VII
-
Darren SchwartzDARREN SCHWARTZ
CHIEF PLANNING & STRATEGY
- Total calculated
- $180,406
- From this org
- $156,678
- From related orgs
- $0
- Other
- $23,728
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,678
- Bonus
- $0
- Other
- $0
- Deferred
- $20,496
- Nontaxable benefits
- $3,232
- Filer's total
- $180,406
-
Heidi GantwerkHEIDI GANTWERK
PRESIDENT & CEO
- Total calculated
- $336,242
- From this org
- $294,030
- From related orgs
- $0
- Other
- $42,212
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $260,550
- Bonus
- $33,480
- Other
- $0
- Deferred
- $27,000
- Nontaxable benefits
- $15,212
- Filer's total
- $336,242
-
Elliot ScottELLIOT SCOTT
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Jeff SchindlerJEFF SCHINDLER
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Sabrina KerbelSABRINA KERBEL
WOMEN'S PHILANTHROPY CAMPA
- Total calculated
- $0
- Hours/week
- 1
-
Uri FeldmanURI FELDMAN
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Jack MaizelJACK MAIZEL
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Lisa KornfeldLISA KORNFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert RubensteinROBERT RUBENSTEIN
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
David BramzonDAVID BRAMZON
IMMEDIATE PAST BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Laura VainerLAURA VAINER
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Lori PolinLORI POLIN
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Seth KrosnerSETH KROSNER
VICE CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Larry KatzLARRY KATZ
VICE CHAIR AND SECRETARY/T
- Total calculated
- $0
- Hours/week
- 1
-
Judi GottschalkJUDI GOTTSCHALK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kira FinkenbergKIRA FINKENBERG
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Theresa DupuisTHERESA DUPUIS
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Silvana ChristySILVANA CHRISTY
VICE CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
David BarkDAVID BARK
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Simone AbelsohnSIMONE ABELSOHN
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Guri StarkGURI STARK
DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne SlatkinSUZANNE SLATKIN
CFO
- Total calculated
- $95,010
- From this org
- $90,695
- From related orgs
- $0
- Other
- $4,315
- Hours/week
- 50
-
Jodie GraberJODIE GRABER
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $116,121
- From this org
- $108,002
- From related orgs
- $0
- Other
- $8,119
- Hours/week
- 40
-
Carly Ezell LobensteinCARLY EZELL LOBENSTEIN
CHIEF MARKETING & ENGAGEMENT OFFICER
- Total calculated
- $99,221
- From this org
- $91,352
- From related orgs
- $0
- Other
- $7,869
- Hours/week
- 40
-
Scott McGrathSCOTT MCGRATH
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $0
- Hours/week
- 40
-
Graeme GabrielGRAEME GABRIEL
JEWISH COMMUNITY FOUNDATION BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa PearlLISA PEARL
WOMEN'S PHILANTHROPY BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Allison Hauser EricksonALLISON HAUSER ERICKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Howard SomersHOWARD SOMERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie DatnowJULIE DATNOW
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 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
-
JEWISH FEDERATIONS OF NORTH AMERICA
$979,159
SERVING THE NEEDY
-
$296,949
SERVING THE NEEDY
-
$250,000
SERVING THE NEEDY
-
$216,000
YOUTH SERVICES
-
$120,000
SCHOLARSHIPS
-
$115,658
SECURITY
-
SERVING THE NEEDY
-
$76,220
EDUCATION/YOUTH SERVICES
-
$65,000
YOUTH SERVICES
-
$62,059
SERVICES
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.
-
501(C)(3) · SUPPORT · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401369349314410
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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