Form 990 for tax year 2024
Filed by THE JEWISH COMMUNITY FOUNDATION OF THE WEST.
Totals
- Total revenue
- $3,633,917
- Total expenses
- $1,701,529
- Contributions and grants received
- $2,617,183
- Grants paid
- $1,280,704
- Program service revenue
- $227,939
- Investment income
- $788,795
- Other revenue
- $0
- Total assets, end of year
- $21,145,297
- Total liabilities, end of year
- $2,324,300
- Net assets or fund balances, end of year
- $18,820,997
- Program services expenses (Part IX)
- $1,613,960
- Management and general expenses
- $87,569
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,613,960
Program services were 94.9% 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
$2,617,183
-
1g · Noncash contributions included above
$292,413
-
2a · Program service revenue: ACCOUNT FEES
total $227,939 · related or exempt $227,939
-
3 · Investment income
total $533,053 · excluded $533,053
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $5,549,590
-
7b · Less cost or other basis and sales expenses
securities $5,293,848
-
7c · Gain or loss
securities $255,742
-
7d · Net gain or loss
total $255,742 · excluded $255,742
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,280,704 · program services $1,280,704
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $100,939 · program services $68,771 · management and general $32,168
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $14,378 · program services $11,790 · management and general $2,588
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $8,442 · program services $6,416 · management and general $2,026
-
11a · Fees: management
total $210,824 · program services $210,824
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $48,343 · program services $14,503 · management and general $33,840
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $13,689 · program services $13,689
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $5,891 · program services $1,767 · management and general $4,124
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,999 · program services $900 · management and general $2,099
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $3,854 · program services $1,156 · management and general $2,698
-
24a · Other expenses: OTHER EXPENSES
total $11,466 · program services $3,440 · management and general $8,026
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,209 · end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $122
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $32,998 · end of year $30,264
-
10a · Land, buildings and equipment: cost or other basis
$16,410
-
10b · Land, buildings and equipment: accumulated depreciation
$15,120
-
10c · Land, buildings and equipment, net
end of year $1,290
-
11 · Investments: publicly traded securities
beginning of year $18,081,753 · end of year $21,113,621
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $15,023 · end of year $31,395
-
25 · Other liabilities
beginning of year $3,406,669 · end of year $2,292,905
-
27 · Net assets without donor restrictions
beginning of year $7,517,312 · end of year $8,472,061
-
28 · Net assets with donor restrictions
beginning of year $7,176,956 · end of year $10,348,936
Mission and programs · 2024
Mission
To enhance charitable giving; facilitate philanthropy both locally and worldwide; and build permanent financial resources to strengthen organizations and programs that serve the Jewish families of Northern California
-
DISTRIBUTED FUNDS FOR CHARITABLE PURPOSES.
Expenses $1,491,528 · Grants $1,280,704 · Revenue $172,607
-
DEVELOPED AND IMPLEMENTED A LIFE AND LEGACY PROGRAM IN THE SACRAMENTO AREA.
Expenses $97,946 · Revenue $55,332
-
MANAGED FUNDS HELD FOR CHARITABLE PURPOSES.
Expenses $24,486
As filed on the 2024 return.
Listed in Part VII
-
Michael Ellison
Executive Dir.
- Total calculated
- $104,793
- From this org
- $100,939
- From related orgs
- $0
- Other
- $3,854
- Hours/week
- 25
-
DAN GUMPERT
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
STEVE GOLDBERG
President
- Total calculated
- $0
- Hours/week
- 2
-
JEFF CLAIR
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
THEO GOODWIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL POLIS
Director
- Total calculated
- $0
- Hours/week
- 1
-
JULIAN ROBINSON
Director
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL ROCHMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
SETH ROSENTHAL
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEN STOECKLEIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
HANNAH SHAKIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
NANCY LOEB WILLIAMS
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT SPECTOR
Director
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD WEISBERG
Director
- Total calculated
- $0
- Hours/week
- 1
-
HOPE RAVINOVITZ
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
-
$200,000
Charitable Purposes
-
$154,639
CHARITABLE PURPOSES
-
$100,477
CHARITABLE PURPOSES
-
$100,000
CHARTIABLE PURPOSES
-
$78,101
CHARITABLE PURPOSES
-
$75,000
CHARITABLE PURPOSES
-
$63,906
CHARITABLE PURPOSES
-
$58,021
Charitable Purposes
-
$56,866
CHARITABLE PURPOSES
-
$44,266
CHARITABLE PURPOSES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503049349302605
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