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Nonprofiteer
← JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES

Form 990 for tax year 2022

Filed by JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES.

Totals

Total revenue
$124,934,665
Total expenses
$124,966,907
Contributions and grants received
$93,322,582
Grants paid
$101,279,855
Program service revenue
$2,378,159
Investment income
$28,851,614
Other revenue
$382,310
Total assets, end of year
$1,431,551,846
Total liabilities, end of year
$144,452,631
Net assets or fund balances, end of year
$1,287,099,215
Program services expenses (Part IX)
$105,526,302
Management and general expenses
$9,615,564
Fundraising expenses
$9,825,041
Program service expenses (Part III)
$105,526,302

Program services were 84.4% 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.

  • 1d · Related organizations

    $4,001,189

  • 1f · All other contributions, gifts and grants

    $89,321,393

  • 1g · Noncash contributions included above

    $35,690,885

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $2,378,159 · related or exempt $2,378,159

  • 3 · Investment income

    total $27,210,505 · unrelated business -$137,193 · excluded $27,347,698

  • 6a · Gross rents

    real property $165,424

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $165,424

  • 6d · Net rental income or loss

    total $165,424 · excluded $165,424

  • 7a · Gross sales of assets other than inventory

    securities $26,878,376 · other assets $940,000

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

    securities $25,919,001 · other assets $258,266

  • 7c · Gain or loss

    securities $959,375 · other assets $681,734

  • 7d · Net gain or loss

    total $1,641,109 · unrelated business $98,061 · excluded $1,543,048

  • 11a · Other revenue: MISC REAL ESTATE REVEN

    total $216,886 · excluded $216,886

  • 11e · Other revenue, total

    $216,886

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $100,452,655 · program services $100,452,655

  • 2 · Grants to domestic individuals

    total $70,800 · program services $70,800

  • 3 · Grants to foreign organizations and individuals

    total $756,400 · program services $756,400

  • 5 · Compensation of officers, directors and key employees

    total $1,860,574 · program services $321,414 · management and general $756,398 · fundraising $782,762

  • 7 · Other salaries and wages

    total $9,145,377 · program services $1,507,288 · management and general $1,954,611 · fundraising $5,683,478

  • 8 · Pension plan contributions

    total $256,173 · program services $29,558 · management and general $58,282 · fundraising $168,333

  • 9 · Other employee benefits

    total $1,007,831 · program services $75,987 · management and general $303,152 · fundraising $628,692

  • 10 · Payroll taxes

    total $703,696 · program services $175,639 · management and general $152,220 · fundraising $375,837

  • 11b · Fees: legal

    total $98,560 · program services $7,137 · management and general $24,408 · fundraising $67,015

  • 11c · Fees: accounting

    total $431,642 · management and general $431,642

  • 11e · Fees: professional fundraising services

    total $7,738 · fundraising $7,738

  • 11f · Fees: investment management

    total $1,428,747 · management and general $1,027,339 · fundraising $401,408

  • 11g · Fees: other

    total $1,784,567 · program services $756,297 · management and general $698,263 · fundraising $330,007

  • 12 · Advertising and promotion

    total $120,086 · program services $18,640 · management and general $14,072 · fundraising $87,374

  • 13 · Office expenses

    total $739,471 · program services $328,547 · management and general $309,087 · fundraising $101,837

  • 14 · Information technology

    total $790,722 · program services $122,302 · management and general $485,078 · fundraising $183,342

  • 16 · Occupancy

    total $1,158,293 · management and general $1,129,526 · fundraising $28,767

  • 17 · Travel

    total $104,070 · program services $54,522 · management and general $27,496 · fundraising $22,052

  • 19 · Conferences, conventions and meetings

    total $186,925 · program services $113,698 · management and general $43,989 · fundraising $29,238

  • 20 · Interest

    total $387,687 · management and general $387,687

  • 22 · Depreciation, depletion and amortization

    total $887,358 · program services $2,000 · management and general $876,811 · fundraising $8,547

  • 23 · Insurance

    total $453,996 · management and general $423,937 · fundraising $30,059

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $1,176,550 · program services $676,707 · management and general $14,938 · fundraising $484,905

  • 24b · Other expenses: BAD DEBT EXPENSES

    total $331,769 · management and general $306 · fundraising $331,463

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $247,957 · program services $40,710 · management and general $200,769 · fundraising $6,478

  • 24d · Other expenses: UBI TAXES

    total $34,551 · management and general $32,741 · fundraising $1,810

  • 24e · All other expenses

    total $342,712 · program services $16,001 · management and general $262,812 · fundraising $63,899

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $199,536,843 · end of year $164,315,643

  • 3 · Pledges and grants receivable

    beginning of year $9,677,134 · end of year $8,342,460

  • 7 · Other notes and loans receivable

    beginning of year $11,627,319 · end of year $9,921,862

  • 9 · Prepaid expenses and deferred charges

    beginning of year $705,247 · end of year $436,666

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

    $20,454,481

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

    $11,659,125

  • 10c · Land, buildings and equipment, net

    beginning of year $7,543,977 · end of year $8,795,356

  • 11 · Investments: publicly traded securities

    beginning of year $798,971,239 · end of year $840,456,547

  • 12 · Investments: other securities

    beginning of year $300,537,828 · end of year $349,478,149

  • 13 · Investments: program-related

    beginning of year $15,486,046 · end of year $18,125,033

  • 15 · Other assets

    beginning of year $32,207,582 · end of year $31,680,130

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,889,186 · end of year $2,548,783

  • 18 · Grants payable

    beginning of year $3,583,295 · end of year $3,165,012

  • 23 · Secured mortgages and notes payable

    beginning of year $13,880,181 · end of year $11,925,461

  • 25 · Other liabilities

    beginning of year $126,471,872 · end of year $126,813,375

  • 27 · Net assets without donor restrictions

    beginning of year $998,416,210 · end of year $1,044,545,023

  • 28 · Net assets with donor restrictions

    beginning of year $231,052,471 · end of year $242,554,192

Mission and programs · 2022

Mission

THE JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND IS A PHILANTHROPIC CATALYST, CONNECTING PEOPLE TO THE POWER WE HAVE AS A JEWISH COMMUNITY TO IMPROVE THE WORLD. WE PARTNER WITH DONORS, NONPROFITS, & FOUNDATIONS TO ADDRESS THE PRESSING ISSUES FACING OUR COMMUNITY.OUR VISION IS A VIBRANT, CONNECTED, AND ENDURING JEWISH COMMUNITY THAT IS A FORCE FOR GOOD LOCALLY, IN ISRAEL, AND AROUND THE WORLD.OUR MISSION IS TO BE A PHILANTHROPIC CATALYST, CONNECTING BAY AREA JEWS - OF ALL AGES, BACKGROUNDS, AND PERSPECTIVES - TO THE POWER WE HAVE AS A COMMUNITY TO IMPROVE THE WORLD. WE PARTNER WITH DONORS, ORGANIZATIONS, AND FOUNDATIONS TO ADDRESS THE PRESSING ISSUES FACING OUR COMMUNITY, AND DEVELOP INNOVATIVE STRATEGIES THAT RESULT IN DEEP AND LASTING IMPACT LOCALLY, IN ISRAEL, AND AROUND THE WORLD.OUR WORK IS GUIDED BY THE TIMELESS JEWISH VALUES OF KEHILLA (COMMUNITY), TZEDAKAH (GIVING WITH JUST INTENTION), AND TIKKUN OLAM (REPAIRING THE WORLD).

Activities or mission (Part I)

GRANTMAKING & PROGRAMS TO SUPPORT EDUCATION, SERVICES, & ENGAGEMENT IN THE JEWISH COMMUNITY

  • - PROVIDED STRATEGIC OPERATING AND PROGRAMMATIC SUPPORT TO A NETWORK OF EFFECTIVE ORGANIZATIONS THAT CARE FOR THE VULNERABLE, INSPIRE JEWISH LIFE AND LEARNING, BUILD JEWISH IDENTITY, AND PROVIDE MEANINGFUL EXPERIENCES.- PROVIDED HUMANITARIAN RELIEF WORLDWIDE INCLUDING REVITALIZING JEWISH COMMUNITIES AND RESPONDING TO EMERGENCIES.-PARTNERED WITH NONPROFITS AND FOUNDATIONS IN ISRAEL TO ADVANCE PLURALISM & EQUAL OPPORTUNITY FOR ALL ISRAELI CITIZENS.- ENGAGED IN COLLECTIVE PROBLEM SOLVING TO IDENTIFY AND ADDRESS OUR COMMUNITY'S PRESSING CHALLENGES AND PRIORITIES.- INVESTED IN NEW, HIGH-POTENTIAL IDEAS TO STRENGTHEN THE JEWISH FUTURE.

    Expenses $105,526,302 · Grants $101,279,855 · Revenue $2,378,159

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Arthur Slepian

    DIRECTOR/BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jim Heeger

    DIRECTOR/IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Susie Sorkin

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dan Cohn

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Michael Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andy Cheng

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann P Becker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barry Cohn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bob Tandler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Friedkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eileen Ruby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Fred Isaac

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie Weinstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Yanowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Minkoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Kahn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Rooklin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lindsey Newman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Guy Miasnik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marc Dollinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Tandowsky

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Moses Libitzky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Natasha Kehimkar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dara Pincas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Ganz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Saal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Valli Benesch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Varda Rabin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Beth Cousins

    CIO/ASST SEC (TO 9/23/22)

    Total calculated
    $312,544
    From this org
    $307,260
    From related orgs
    $0
    Other
    $5,284
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $234,974
    Bonus
    $0
    Other
    $72,286
    Deferred
    $4,292
    Nontaxable benefits
    $992
    Filer's total
    $312,544

  • Brian Kataoka

    INTERIM CFO/ASST TREAS (TO 5/18/23)

    Total calculated
    $230,621
    From this org
    $205,182
    From related orgs
    $0
    Other
    $25,439
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $189,810
    Bonus
    $15,000
    Other
    $372
    Deferred
    $6,205
    Nontaxable benefits
    $19,234
    Filer's total
    $230,621

  • Joy Sisisky

    CEO

    Total calculated
    $552,978
    From this org
    $520,000
    From related orgs
    $0
    Other
    $32,978
    Hours/week
    37.5 + 5 related

    Schedule J breakdown matched by us

    Base
    $518,887
    Bonus
    $0
    Other
    $1,113
    Deferred
    $11,942
    Nontaxable benefits
    $21,036
    Filer's total
    $552,978

  • Tanya Shadoan

    CHIEF OPERATING OFFICER(FROM 10/1/22)

    Total calculated
    $236,802
    From this org
    $221,088
    From related orgs
    $0
    Other
    $15,714
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $213,098
    Bonus
    $5,000
    Other
    $2,990
    Deferred
    $6,588
    Nontaxable benefits
    $9,126
    Filer's total
    $236,802

  • Rebecca Randall

    CPO/ASST SECRETARY

    Total calculated
    $248,561
    From this org
    $205,834
    From related orgs
    $0
    Other
    $42,727
    Hours/week
    37.5 + 5 related

    Schedule J breakdown matched by us

    Base
    $204,664
    Bonus
    $0
    Other
    $1,170
    Deferred
    $6,943
    Nontaxable benefits
    $35,784
    Filer's total
    $248,561

  • Nicolas Elsishans

    CFO/ASST TREASURER (FROM 5/8/23)

    Total calculated
    $0
    Hours/week
    37.5

  • Afshin Afshar

    CHIEF INFORMATION OFFICER

    Total calculated
    $215,453
    From this org
    $200,588
    From related orgs
    $0
    Other
    $14,865
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $197,288
    Bonus
    $0
    Other
    $3,300
    Deferred
    $5,587
    Nontaxable benefits
    $9,278
    Filer's total
    $215,453

  • Lisa Tabak

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $241,366
    From this org
    $220,159
    From related orgs
    $0
    Other
    $21,207
    Hours/week
    37.5 + 5 related

    Schedule J breakdown matched by us

    Base
    $177,681
    Bonus
    $41,000
    Other
    $1,478
    Deferred
    $7,080
    Nontaxable benefits
    $14,127
    Filer's total
    $241,366

  • Jennifer Smith

    EXEC DIRECTOR, DILLER TEEN

    Total calculated
    $329,714
    From this org
    $301,251
    From related orgs
    $0
    Other
    $28,463
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $284,127
    Bonus
    $15,000
    Other
    $2,124
    Deferred
    $9,036
    Nontaxable benefits
    $19,427
    Filer's total
    $329,714

  • Steve Brown

    SR DIR. PLANNED GIVING

    Total calculated
    $205,562
    From this org
    $188,333
    From related orgs
    $0
    Other
    $17,229
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $163,809
    Bonus
    $24,000
    Other
    $524
    Deferred
    $5,841
    Nontaxable benefits
    $11,388
    Filer's total
    $205,562

  • Rachel Kaber

    SR DIR PHILANTHROPIC EXP.

    Total calculated
    $204,980
    From this org
    $180,354
    From related orgs
    $0
    Other
    $24,626
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $167,329
    Bonus
    $12,000
    Other
    $1,025
    Deferred
    $5,449
    Nontaxable benefits
    $19,177
    Filer's total
    $204,980

  • Angela Ingel

    INTERIM MANAGING DIR MARKETING

    Total calculated
    $192,355
    From this org
    $175,546
    From related orgs
    $0
    Other
    $16,809
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $173,988
    Bonus
    $500
    Other
    $1,058
    Deferred
    $5,418
    Nontaxable benefits
    $11,391
    Filer's total
    $192,355

  • Deborah Tuttle

    SR DIR. FAMILY PHINTHROPY

    Total calculated
    $186,686
    From this org
    $172,312
    From related orgs
    $0
    Other
    $14,374
    Hours/week
    37.5 + 5 related

    Schedule J breakdown matched by us

    Base
    $165,596
    Bonus
    $5,000
    Other
    $1,716
    Deferred
    $5,395
    Nontaxable benefits
    $8,979
    Filer's total
    $186,686

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
CHIEF IMPACT OFFICER BETH COUSINS RECEIVED $71,537 IN TENURE BASED SEVERENCE PAY UPON THE ELINATION OF THE CHIEF IMPACT OFFICER POSITION.
PART I, LINE 7
SIX OF THE EMPLOYEES REPORTED ON SCHEDULE J RECEIVED NON FIXED PERFORMANCE BONUSES DURING THE CURRENT YEAR AND TWO EMPLOYEES RECEIVED RETENTION BONUSES RELATED TO LONGEVITY OF EMPLOYMENT FOLLOWING A MERGER IN A PRIOR YEAR.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NOVA STEUART LLC

    PROPERTY TITLE HOLDING CO. · CA · income $1,208,466 · assets $276,613

    Directly controlled by JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO

  • FEDERATION PHILANTHROPY PARTNERS LLC

    PHILNTHROPIC ADVISING SERVICES · CA · income $78,100 · assets $1,732

    Directly controlled by JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (2)

    T · CHARITABLE GIVING · CA · controlled entity

    Directly controlled by JEWISH COMMUNITY FEDERATION SF

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349314563

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

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