Form 990 for tax year 2023
Filed by UNITED JEWISH FEDERATION OF UTAH.
Totals
- Total revenue
- $2,188,848
- Total expenses
- $1,851,011
- Contributions and grants received
- $2,152,401
- Grants paid
- $1,304,166
- Program service revenue
- $7,043
- Investment income
- $33,479
- Other revenue
- -$4,075
- Total assets, end of year
- $2,056,727
- Total liabilities, end of year
- $104,294
- Net assets or fund balances, end of year
- $1,952,433
- Program services expenses (Part IX)
- $1,593,740
- Management and general expenses
- $149,037
- Fundraising expenses
- $108,234
- Program service expenses (Part III)
- $1,593,740
Program services were 86.1% 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
$9,000
-
1f · All other contributions, gifts and grants
$2,143,401
-
1g · Noncash contributions included above
$114,134
-
2a · Program service revenue: COMMUNITY EVENT REGISTRATIONS
total $7,043 · related or exempt $7,043
-
3 · Investment income
total $35,227 · excluded $35,227
-
7a · Gross sales of assets other than inventory
securities $143,477
-
7b · Less cost or other basis and sales expenses
securities $145,225
-
7c · Gain or loss
securities -$1,748
-
7d · Net gain or loss
total -$1,748 · excluded -$1,748
-
8a · Fundraising events: gross income
$26,615
-
8a · Fundraising events: contributions included on line 1c
$9,000
-
8b · Fundraising events: direct expenses
$30,690
-
8c · Net income from fundraising events
total -$4,075 · excluded -$4,075
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,304,166 · program services $1,304,166
-
5 · Compensation of officers, directors and key employees
total $115,620 · program services $40,467 · management and general $23,124 · fundraising $52,029
-
7 · Other salaries and wages
total $157,294 · program services $86,912 · management and general $51,179 · fundraising $19,203
-
8 · Pension plan contributions
total $3,163 · program services $1,136 · management and general $1,219 · fundraising $808
-
9 · Other employee benefits
total $5,400 · program services $2,310 · management and general $1,080 · fundraising $2,010
-
10 · Payroll taxes
total $21,039 · program services $9,877 · management and general $5,764 · fundraising $5,398
-
11c · Fees: accounting
total $4,475 · management and general $4,475
-
11f · Fees: investment management
total $76 · management and general $76
-
11g · Fees: other
total $86,857 · program services $84,074 · management and general $32 · fundraising $2,751
-
12 · Advertising and promotion
total $3,510 · program services $1,217 · management and general $2,293
-
13 · Office expenses
total $29,742 · program services $8,493 · management and general $14,228 · fundraising $7,021
-
16 · Occupancy
total $9,720 · program services $3,240 · management and general $3,240 · fundraising $3,240
-
17 · Travel
total $3,230 · program services $1,360 · management and general $929 · fundraising $941
-
19 · Conferences, conventions and meetings
total $6,609 · program services $2,008 · management and general $4,601
-
23 · Insurance
total $3,685 · program services $129 · management and general $3,428 · fundraising $128
-
24a · Other expenses: SUPPLIES
total $35,849 · program services $33,729 · management and general $443 · fundraising $1,677
-
24b · Other expenses: BAD DEBT
total $28,100 · management and general $28,100
-
24c · Other expenses: CATERING
total $12,119 · program services $12,119
-
24d · Other expenses: BANK AND MERCHANT FEES
total $11,305 · management and general $405 · fundraising $10,900
-
24e · All other expenses
total $9,052 · program services $2,503 · management and general $4,421 · fundraising $2,128
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $244,970 · end of year $558,904
-
2 · Savings and temporary cash investments
beginning of year $654,335 · end of year $660,830
-
3 · Pledges and grants receivable
beginning of year $93,310 · end of year $53,584
-
4 · Accounts receivable
beginning of year $1,002 · end of year $1,404
-
9 · Prepaid expenses and deferred charges
beginning of year $4,763 · end of year $10,915
-
11 · Investments: publicly traded securities
beginning of year $653,658 · end of year $771,090
-
17 · Accounts payable and accrued expenses
beginning of year $91,282 · end of year $94,294
-
19 · Deferred revenue
end of year $10,000
-
27 · Net assets without donor restrictions
beginning of year $1,505,885 · end of year $1,596,266
-
28 · Net assets with donor restrictions
beginning of year $54,871 · end of year $356,167
Mission and programs · 2023
Mission
THE FEDERATION'S MISSION IS TO BUILD AND MAINTAIN A VIBRANT AND INCLUSIVE JEWISH COMMUNITY THROUGH MEETING HUMAN NEEDS, PROMOTING JEWISH IDENTITY, AND ENCOURAGING COMMITMENT TO THE NEEDS OF JEWISH PEOPLE.
-
THE UNITED JEWISH FEDERATION OF UTAH IS AN INCLUSIVE, VOLUNTEER-DRIVEN ORGANIZATION DEDICATED TO PRESERVING, ENRICHING, AND CARING FOR THE UTAH JEWISH COMMUNITY AND JEWISH COMMUNITIES IN ISRAEL AND AROUND THE WORLD. THE FEDERATION SERVES THE LOCAL COMMUNITY THROUGH A NUMBER OF MONTHLY PROGRAMS. THE ORGANIZATION ALSO PROVIDES COMMUNITY AND OVERSEAS FUNDING TO SUPPORT THE JEWISH COMMUNITY. IN 2023 THE ORGANIZATION ALSO FOCUSED ON EDUCATION, SUPPORT OF JEWISH COMMUNITY DURING A CHALLENGING TIME, COLLABORATED AND ORGANIZED COMMUNITY PROGRAMS AIMED REDUCING HATE, BIAS, AND BIGOTRY. THE AGENCY COMMITTED TO ENHANCING ITS SECURITY THROUGH THE HIRING OF A JEWISH COMMUNITY SECURITY ADVISOR. THE ORGANIZATION ALSO ASSUMED AND TOOK ON RESPONSIBILITY FOR HILLEL FOR UTAH, THE COLLEGE CAMPUS JEWISH YOUTH GROUP.
Expenses $1,593,740 · Grants $1,304,166 · Revenue $7,043
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alex ShapiroALEX SHAPIRO
EXECUTIVE DI
- Total calculated
- $103,544
- From this org
- $103,544
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Jodie SobelJODIE SOBEL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Ron ZamirRON ZAMIR
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 3
-
Mark BaerMARK BAER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 3
-
Jim SchallheimJIM SCHALLHEIM
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Amy GoodmanAMY GOODMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Dganit Herzig SlovikDGANIT HERZIG SLOVIK
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Judi AmselJUDI AMSEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa BernathLISA BERNATH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Zoe CalahorraZOE CALAHORRA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Danielle Feldman KarrDANIELLE FELDMAN KARR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael HorowitzMICHAEL HOROWITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sam KipperSAM KIPPER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol LevyCAROL LEVY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Shaina QuinnSHAINA QUINN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michele Sackheim WeinMICHELE SACKHEIM WEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Sherri ZigmanSHERRI ZIGMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Mike ZuhlMIKE ZUHL
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.
Grants on this return
-
THE JEWISH FEDERATION OF NORTH AMER
$877,495
SOCIAL SERVICE
-
SOCIAL SERVICE
-
$54,420
COMMUNITY SAFETY
-
$50,500
PROGRAMMING
-
$47,300
YOUTH PROGRAMS
-
$36,000
YOUTH PROGRAMS
-
$29,250
SOCIAL SERVICE
-
$22,167
EDUCATION ENGAGEMENT
-
SOCIAL SERVICE
-
$17,000
ENGAGEMENT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202433169349305088
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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