Totals
- Total revenue
- $718,123
- Total expenses
- $633,972
- Contributions and grants received
- $280,000
- Grants paid
- $540,000
- Program service revenue
- $0
- Investment income
- $438,123
- Other revenue
- $0
- Total assets, end of year
- $10,325,340
- Total liabilities, end of year
- $16,171
- Net assets or fund balances, end of year
- $10,309,169
- Program services expenses (Part IX)
- $540,000
- Management and general expenses
- $93,972
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $540,000
Program services were 85.2% 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
$280,000
-
3 · Investment income
total $415,346 · excluded $415,346
-
7a · Gross sales of assets other than inventory
securities $347,418
-
7b · Less cost or other basis and sales expenses
securities $324,641
-
7c · Gain or loss
securities $22,777
-
7d · Net gain or loss
total $22,777 · excluded $22,777
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $540,000 · program services $540,000
-
11f · Fees: investment management
total $31,264 · management and general $31,264
-
24a · Other expenses: ADMINISTRATIVE FEES
total $62,613 · management and general $62,613
-
24b · Other expenses: FILING AND REGISTRATION
total $95 · management and general $95
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $8,677,652 · end of year $1,188,817
-
11 · Investments: publicly traded securities
beginning of year $688,719 · end of year $9,118,307
-
15 · Other assets
end of year $18,216
-
18 · Grants payable
beginning of year $10,000 · end of year $0
-
25 · Other liabilities
beginning of year $15,338 · end of year $16,171
-
27 · Net assets without donor restrictions
beginning of year $9,341,033 · end of year $10,309,169
Mission and programs · 2023
Mission
THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.
Activities or mission (Part I)
SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF
-
THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.
Expenses $540,000 · Grants $540,000
As filed on the 2023 return.
Listed in Part VII
-
Jordanna Polis SchutzJORDANNA POLIS SCHUTZ
PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bernard OsherBERNARD OSHER
SECRETARY/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joy SisiskyJOY SISISKY
TREASURER/ASST SECRETARY/D
- Total calculated
- $707,850
- From this org
- $0
- From related orgs
- $657,114
- Other
- $50,736
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $545,944 related
- Bonus
- $0 + $110,000 related
- Other
- $0 + $1,170 related
- Deferred
- $0 + $20,900 related
- Nontaxable benefits
- $0 + $29,836 related
- Filer's total
- $0 + $707,850 related
-
Rebecca RandallREBECCA RANDALL
ASST TREASURER (FROM 6/13/23)
- Total calculated
- $313,506
- From this org
- $0
- From related orgs
- $276,270
- Other
- $37,236
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $250,100 related
- Bonus
- $0 + $25,000 related
- Other
- $0 + $1,170 related
- Deferred
- $0 + $9,020 related
- Nontaxable benefits
- $0 + $28,216 related
- Filer's total
- $0 + $313,506 related
-
Tanya ShadoanTANYA SHADOAN
ASST TREASURER (FROM 6/13/23)
- Total calculated
- $314,156
- From this org
- $0
- From related orgs
- $302,896
- Other
- $11,260
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $276,090 related
- Bonus
- $0 + $25,000 related
- Other
- $0 + $1,806 related
- Deferred
- $0 + $9,002 related
- Nontaxable benefits
- $0 + $2,258 related
- Filer's total
- $0 + $314,156 related
-
Brian MendelBRIAN MENDEL
ASST TREASURER (FROM 6/13/23)
- Total calculated
- $173,212
- From this org
- $0
- From related orgs
- $153,022
- Other
- $20,190
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $151,831 related
- Bonus
- $0
- Other
- $0 + $1,191 related
- Deferred
- $0 + $5,096 related
- Nontaxable benefits
- $0 + $15,094 related
- Filer's total
- $0 + $173,212 related
-
Nicolas ElsishansNICOLAS ELSISHANS
ASST TREASURER (FROM 6/13/23)
- Total calculated
- $215,906
- From this org
- $0
- From related orgs
- $195,089
- Other
- $20,817
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $184,464 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $625 related
- Deferred
- $0 + $6,126 related
- Nontaxable benefits
- $0 + $14,691 related
- Filer's total
- $0 + $215,906 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
None.
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
The filer's explanations (Part III)
- PART I, LINE 3
- FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED BY A RELATED ORGANIZATION, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF'). JCF DOES A COMPENSATION SURVEY AND ANALYSIS FOR THE SENIOR LEVEL POSITIONS. JCF LOOKS AT COMPENSATION THAT IS EQUITABLE INTERNALLY AND EXTERNALLY FOR THESE POSITIONS. THE EXECUTIVE COMMITTEE OFFICERS APPROVE THE COMPENSATION FOR THE CEO. THERE IS A PERIODIC REVIEW OF ALL SALARIES FROM AN INDEPENDENT PROFESSIONAL COMPENSATION ORGANIZATION. THE REVIEW INCLUDES SIMILAR POSITIONS IN THE NON-PROFIT AND FOR-PROFIT SECTOR LOCALLY AND IS ADJUSTED NATIONALLY. THE COMPENSATION REVIEW ALSO ANALYZES COMPENSATION INFORMATION FROM OTHER FORM 990S FOR SIMILAR ORGANIZATION AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA.
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
-
$150,000
GENERAL SUPPORT
-
$75,000
GENERAL SUPPORT
-
MASSACHUSETTS GENERAL HOSPITAL
$55,000
THE MGH FACILITY PARENTAL WELLNESS PROGRAM
-
$50,000
GENERAL SUPPORT
-
$40,000
GENERAL SUPPORT
-
$30,000
GENERAL SUPPORT
-
$20,000
GENERAL SUPPORT
-
THE FAR NORTH REGION
-
PLANNED PARENTHOOD GREAT PLAINS
$15,000
FOR OSHER REENTRY SCHOLARSHIPS
-
FOR OSHER REENTRY SCHOLARSHIPS
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.
-
JEWISH COMMUNITY FEDERATION OF SF
501(C)(3) · BUILD, MAINTAIN, AND STRENGTHEN JEWISH IDENTITY, COMM AND LIFE. · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349301202
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.