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Nonprofiteer
← JEWISH FEDERATION OF ORANGE COUNTY

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF ORANGE COUNTY.

Totals

Total revenue
$5,967,405
Total expenses
$4,342,335
Contributions and grants received
$5,746,752
Grants paid
$1,638,140
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$3,471,334
Management and general expenses
$627,771
Fundraising expenses
$243,230
Program service expenses (Part III)
$3,471,334

Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HEATHER KLINE

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • AMIR KAHANA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BARRY GROSSMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANDREA ALFI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADAM MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARON BECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NAOMI BLESOFSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE BRONNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON FELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROGER FRIEDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE KAUFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BENTLEY KERR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER MACDONALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNA PUTTERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATTY SEYBURN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID SIEGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEN SIMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STUART WOLFE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAM WYMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIK LUDWIG

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $329,376
    From this org
    $282,513
    From related orgs
    $0
    Other
    $46,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,348
    Bonus
    $0
    Other
    $14,165
    Deferred
    $9,057
    Nontaxable benefits
    $37,806
    Filer's total
    $329,376

  • KATHLEEN MELLON

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $151,984
    From this org
    $128,954
    From related orgs
    $0
    Other
    $23,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,954
    Bonus
    $0
    Other
    $0
    Deferred
    $5,144
    Nontaxable benefits
    $17,886
    Filer's total
    $151,984

  • STEPHANIE EPSTEIN

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $132,282
    From this org
    $126,110
    From related orgs
    $0
    Other
    $6,172
    Hours/week
    40

  • ADINA KOSOFF

    CONTROLLER

    Total calculated
    $150,239
    From this org
    $144,385
    From related orgs
    $0
    Other
    $5,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,385
    Bonus
    $0
    Other
    $0
    Deferred
    $5,775
    Nontaxable benefits
    $79
    Filer's total
    $150,239

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 September 2024
IRS schema version
2023v5.1
Source object
202412629349300001

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