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← JEWISH FEDERATION OF GREATER PORTLAND

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF GREATER PORTLAND.

Totals

Total revenue
$11,698,923
Total expenses
$8,180,004
Contributions and grants received
$11,526,764
Grants paid
$6,245,121
Program service revenue
$0
Investment income
$274,175
Other revenue
-$102,016
Total assets, end of year
$15,133,470
Total liabilities, end of year
$5,534,773
Net assets or fund balances, end of year
$9,598,697
Program services expenses (Part IX)
$7,413,941
Management and general expenses
$376,557
Fundraising expenses
$389,506
Program service expenses (Part III)
$7,413,941

Program services were 90.6% 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.

  • 1c · Fundraising events

    $417,153

  • 1f · All other contributions, gifts and grants

    $11,109,611

  • 1g · Noncash contributions included above

    $1,253,222

  • 3 · Investment income

    total $274,175 · excluded $274,175

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $53,097

  • 8a · Fundraising events: contributions included on line 1c

    $417,153

  • 8b · Fundraising events: direct expenses

    $155,113

  • 8c · Net income from fundraising events

    total -$102,016 · excluded -$102,016

  • 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 $6,245,121 · program services $6,245,121

  • 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 $312,382 · program services $183,019 · management and general $58,891 · fundraising $70,472

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $861,102 · program services $504,506 · management and general $162,336 · fundraising $194,260

  • 8 · Pension plan contributions

    total $50,448 · program services $29,557 · management and general $9,510 · fundraising $11,381

  • 9 · Other employee benefits

    total $116,099 · program services $68,020 · management and general $21,887 · fundraising $26,192

  • 10 · Payroll taxes

    total $99,147 · program services $58,088 · management and general $18,691 · fundraising $22,368

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $40,867 · program services $32,810 · management and general $3,734 · fundraising $4,323

  • 12 · Advertising and promotion

    total $33 · program services $33

  • 13 · Office expenses

    total $39,708 · program services $23,430 · management and general $7,545 · fundraising $8,733

  • 14 · Information technology

    total $33,974 · program services $20,045 · management and general $6,455 · fundraising $7,474

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $126,756 · program services $70,889 · management and general $29,434 · fundraising $26,433

  • 17 · Travel

    total $7,073 · program services $4,173 · management and general $1,344 · fundraising $1,556

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $28,341 · program services $16,721 · management and general $5,385 · fundraising $6,235

  • 20 · Interest

    total $29,325 · management and general $29,325

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $37,932 · program services $24,618 · management and general $13,314

  • 23 · Insurance

    total $15,001 · program services $8,850 · management and general $2,850 · fundraising $3,301

  • 24a · Other expenses: BOOKS - PJ LIBRARY

    total $56,940 · program services $56,940

  • 24b · Other expenses: BURIAL SERVICES

    total $39,119 · program services $39,119

  • 24c · Other expenses: CULTIVATION

    total $15,232 · program services $8,987 · management and general $2,894 · fundraising $3,351

  • 24d · Other expenses: MISSIONS

    total $9,819 · program services $9,819

  • 24e · All other expenses

    total $15,585 · program services $9,196 · management and general $2,962 · fundraising $3,427

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $688,605 · end of year $432,166

  • 2 · Savings and temporary cash investments

    beginning of year $1,000,877 · end of year $2,574,816

  • 3 · Pledges and grants receivable

    beginning of year $1,681,793 · end of year $2,675,281

  • 4 · Accounts receivable

    beginning of year $85,623 · end of year $811,863

  • 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

    beginning of year $10,000 · end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,651 · end of year $33,803

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

    $1,101,705

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

    $238,441

  • 10c · Land, buildings and equipment, net

    beginning of year $901,240 · end of year $863,264

  • 11 · Investments: publicly traded securities

    beginning of year $3,441,160 · end of year $3,867,478

  • 12 · Investments: other securities

    beginning of year $529,895 · end of year $3,493,009

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $493,225 · end of year $381,790

  • 17 · Accounts payable and accrued expenses

    beginning of year $186,048 · end of year $263,891

  • 18 · Grants payable

    beginning of year $2,484,093 · end of year $4,877,332

  • 25 · Other liabilities

    beginning of year $493,225 · end of year $393,550

  • 27 · Net assets without donor restrictions

    beginning of year $3,803,379 · end of year $3,035,718

  • 28 · Net assets with donor restrictions

    beginning of year $1,927,324 · end of year $6,562,979

Mission and programs · 2023

Mission

TO ASSURE THE BUILDING AND STRENGTHENING OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, OVERSEAS AND IN ISRAEL, IN ACCORDANCE WITH JEWISH VALUES.

  • THE JEWISH FEDERATION OF GREATER PORTLAND, FOR 104 YEARS, CONTINUES TO FULFILL ITS MISSION TO SERVE AND STRENGTHEN OUR JEWISH COMMUNITY. THANKS TO THE INCREDIBLE GENEROSITY OF OUR DONORS, THE JEWISH FEDERATION WORKED TIRELESSLY TO MOVE OUR COMMUNITY, LOCALLY AND AROUND THE WORLD, FORWARD. IN 2023-2024, THE JEWISH FEDERATION OF GREATER PORTLAND FOCUSED ON IMPLEMENTING RECOMMENDATIONS FROM THE JEWISH COMMUNITY STUDY WHILE RESPONDING TO UNEXPECTED CHALLENGES. FOLLOWING THE EVENTS OF OCTOBER 7, THE FEDERATION MOBILIZED THE COMMUNITY, TRANSFORMING GRIEF INTO SOLIDARITY AND SUPPORT. KEY INITIATIVES INCLUDED THE ANNUAL CAMPAIGN FOR COMMUNITY NEEDS, THE ISRAEL EMERGENCY FUND, AND TWO SPECIAL CAMPAIGNS TO ADDRESS COMMUNITY STUDY RECOMMENDATIONS AND ENHANCE SECURITY AT JEWISH INSTITUTIONS ACROSS THE STATE.THROUGH THE GENEROSITY OF THOUSANDS OF CONTRIBUTORS AND A HISTORIC BEQUEST FROM MARVIN HARRIS, THE FEDERATION RAISED OVER $11.8 MILLION. THESE FUNDS SUPPORTED PROGRAMS THAT STRENGTHEN JEWISH LIFE LOCALLY AND IN ISRAEL, COMBAT ANTISEMITISM, AND ENHANCE COMMUNAL RESILIENCE. THE FEDERATIONS WORK IS MADE POSSIBLE BY DEDICATED VOLUNTEER LEADERS, COMMUNAL PROFESSIONALS, AND THE SUPPORT OF ITS DONORS, ENSURING THE CONTINUED VIBRANCY AND SECURITY OF THE JEWISH COMMUNITY.

    Expenses $6,245,121 · Grants $6,245,121

  • COMMUNITY ENGAGEMENT: JEWISH FEDERATION OUTREACH PROGRAMS ARE DESIGNED TO ENGAGE AND CONNECT INDIVIDUALS AND FAMILIES WITHIN THE JEWISH COMMUNITY AND THE BROADER PUBLIC. THESE PROGRAMS AIM TO FOSTER INCLUSIVITY, STRENGTHEN COMMUNAL BONDS, AND INCREASE PARTICIPATION IN JEWISH LIFE. SPECIFIC INITIATIVES TARGET UNAFFILIATED INDIVIDUALS, INTERFAITH FAMILIES, SENIORS, YOUNG ADULTS, AND NEWCOMERS, OFFERING PROGRAMS SUCH AS EDUCATIONAL WORKSHOPS, CULTURAL EVENTS, HOLIDAY CELEBRATIONS, AND LEADERSHIP DEVELOPMENT OPPORTUNITIES. OUTREACH EFFORTS ALSO INCLUDE PROMOTING JEWISH IDENTITY AND VALUES THROUGH EDUCATIONAL AND CULTURAL PROGRAMMING, FOSTERING INTERFAITH DIALOGUE TO COMBAT ANTISEMITISM, AND BUILDING COLLABORATIVE RELATIONSHIPS WITH OTHER CULTURAL AND FAITH-BASED ORGANIZATIONS. VOLUNTEERISM AND COMMUNITY SERVICE ARE INTEGRAL COMPONENTS, ENCOURAGING ACTIVE PARTICIPATION AND SUPPORT FOR BOTH JEWISH AND BROADER COMMUNITY NEEDS.

    Expenses $645,260

  • COMMUNITY PLANNING AND COORDINATION: COMMUNITY PLANNING AND COORDINATION IS DESIGNED TO STRATEGICALLY ADDRESS THE NEEDS, PRIORITIES, AND ASPIRATIONS OF THE JEWISH COMMUNITY IT SERVES. THIS PROGRAM ENSURES THE LONG-TERM VIBRANCY, RESILIENCE, AND SUSTAINABILITY OF THE COMMUNITY BY ALIGNING RESOURCES, ORGANIZATIONS, AND INITIATIVES TOWARD SHARED GOALS. KEY COMPONENTS INCLUDE CONDUCTING REGULAR NEEDS ASSESSMENTS TO IDENTIFY EVOLVING CHALLENGES AND OPPORTUNITIES IN AREAS SUCH AS EDUCATION, SOCIAL SERVICES, CULTURAL PROGRAMMING, AND ADVOCACY. BASED ON THESE INSIGHTS, THE PROGRAM SETS STRATEGIC PRIORITIES, SUCH AS INCREASING ACCESS TO JEWISH EDUCATION, ENHANCING ELDER CARE SERVICES, OR DEVELOPING INITIATIVES TO COMBAT ANTISEMITISM. COLLABORATION WITH LOCAL SYNAGOGUES, SCHOOLS, AND ORGANIZATIONS ENSURES THAT PROGRAMS ARE ALIGNED WITH THE COMMUNITYS VISION WHILE AVOIDING DUPLICATION OF EFFORTS. ADDITIONALLY, THE PROGRAM OVERSEES THE EQUITABLE ALLOCATION OF FEDERATION FUNDS TO SUPPORT IMPACTFUL INITIATIVES, EMPHASIZING TRANSPARENCY AND ACCOUNTABILITY. BY ENGAGING DIVERSE VOICES ACROSS THE COMMUNITY, THE PROGRAM FOSTERS INCLUSIVITY AND ENSURES THAT PLANNING EFFORTS REFLECT THE COLLECTIVE INTERESTS AND ASPIRATIONS OF ALL ITS MEMBERS.

    Expenses $271,694

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARC N BLATTNER

    Pres, Sec & CEO

    Total calculated
    $310,382
    From this org
    $289,075
    From related orgs
    $0
    Other
    $21,307
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,075
    Bonus
    $18,000
    Other
    not reported
    Deferred
    $18,552
    Nontaxable benefits
    $2,755
    Filer's total
    $310,382

  • BOB HORENSTEIN

    CHIEF COMM OFFICER

    Total calculated
    $131,234
    From this org
    $112,000
    From related orgs
    $0
    Other
    $19,234
    Hours/week
    40

  • BEN WINKELBLACK

    CFO

    Total calculated
    $121,994
    From this org
    $103,500
    From related orgs
    $0
    Other
    $18,494
    Hours/week
    40

  • MINDY ZEITZER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SIMON GOTTHEINER

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • JACK BIRNBACH

    CAMPAIGN CO-CHR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE BEARD

    CAMPAIGN CO-CHR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD MEYER

    ALLOCATIONS CHR

    Total calculated
    $0
    Hours/week
    1

  • CRAIG BERNE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH ROSENBERG BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JODI FRIED

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LES GUTFREUND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HANK KAPLAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STUART KIRSCHNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELISE BRICKNER-SCHULZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAUREN GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG RETSINAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DIANE RANKIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JESSICA ZUTZ HILBERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY WEITZ

    BOARD MEMBER

    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 · 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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
1 April 2025
IRS schema version
2023v6.0
Source object
202540919349301544

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