Skip to content
Nonprofiteer
← THE JEWISH FEDERATION OF SARASOTA-MANATEE INC

Form 990 for tax year 2023

Filed by THE JEWISH FEDERATION OF SARASOTA-MANATEE INC.

Totals

Total revenue
$13,457,498
Total expenses
$6,236,851
Contributions and grants received
$13,566,258
Grants paid
$1,178,912
Program service revenue
$190,522
Investment income
-$476,282
Other revenue
$177,000
Total assets, end of year
$62,748,988
Total liabilities, end of year
$10,397,262
Net assets or fund balances, end of year
$52,351,726
Program services expenses (Part IX)
$4,171,341
Management and general expenses
$613,476
Fundraising expenses
$1,452,034
Program service expenses (Part III)
$4,171,341

Program services were 66.9% 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.

  • 1c · Fundraising events

    $19,118

  • 1e · Government grants (contributions)

    $1,152,840

  • 1f · All other contributions, gifts and grants

    $12,394,300

  • 1g · Noncash contributions included above

    $3,210,073

  • 2a · Program service revenue: PEOPLE OF THE BOOK

    total $43,962 · related or exempt $43,962

  • 2b · Program service revenue: ISRAEL @ 70/75

    total $39,977 · related or exempt $39,977

  • 2c · Program service revenue: JEWISH FILM FESTIVAL

    total $33,246 · related or exempt $33,246

  • 2d · Program service revenue: WOMEN'S DAY

    total $33,009 · related or exempt $33,009

  • 2e · Program service revenue: YOUNG AMBASSADORS

    total $19,400 · related or exempt $19,400

  • 2f · All other program service revenue

    total $20,928 · related or exempt $20,928

  • 3 · Investment income

    total $588,072 · excluded $588,072

  • 6a · Gross rents

    real property $197,850

  • 6b · Less rental expenses

    real property $234,926

  • 6c · Rental income or loss

    real property -$37,076

  • 6d · Net rental income or loss

    total -$37,076 · excluded -$37,076

  • 7a · Gross sales of assets other than inventory

    securities $19,383,444

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

    securities $20,447,798

  • 7c · Gain or loss

    securities -$1,064,354

  • 7d · Net gain or loss

    total -$1,064,354 · excluded -$1,064,354

  • 8a · Fundraising events: gross income

    $13,700

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

    $19,118

  • 8b · Fundraising events: direct expenses

    $39,240

  • 8c · Net income from fundraising events

    total -$25,540 · excluded -$25,540

  • 11a · Other revenue: ADVERTISING

    total $239,250 · unrelated business $239,250

  • 11b · Other revenue: OTHER SUPPORT REVENUE

    total $366 · excluded $366

  • 11e · Other revenue, total

    $239,616

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,029,532 · program services $1,029,532

  • 2 · Grants to domestic individuals

    total $149,380 · program services $149,380

  • 5 · Compensation of officers, directors and key employees

    total $720,032 · program services $315,499 · management and general $122,551 · fundraising $281,982

  • 7 · Other salaries and wages

    total $1,723,837 · program services $1,005,245 · management and general $239,574 · fundraising $479,018

  • 8 · Pension plan contributions

    total $110,150 · program services $56,795 · management and general $17,027 · fundraising $36,328

  • 9 · Other employee benefits

    total $270,891 · program services $139,475 · management and general $36,639 · fundraising $94,777

  • 10 · Payroll taxes

    total $166,190 · program services $82,832 · management and general $26,655 · fundraising $56,703

  • 11b · Fees: legal

    total $18,166 · program services $7,065 · management and general $2,211 · fundraising $8,890

  • 11c · Fees: accounting

    total $36,200 · program services $14,078 · management and general $4,407 · fundraising $17,715

  • 11d · Fees: lobbying

    total $90,824 · program services $39,687 · management and general $11,165 · fundraising $39,972

  • 11e · Fees: professional fundraising services

    total $156,942 · fundraising $156,942

  • 11f · Fees: investment management

    total $43,898 · management and general $43,898

  • 11g · Fees: other

    total $235,801 · program services $218,402 · management and general $3,236 · fundraising $14,163

  • 12 · Advertising and promotion

    total $61,539 · program services $55,395 · management and general $28 · fundraising $6,116

  • 13 · Office expenses

    total $150,817 · program services $120,271 · management and general $6,915 · fundraising $23,631

  • 14 · Information technology

    total $135,949 · program services $69,275 · management and general $18,315 · fundraising $48,359

  • 16 · Occupancy

    total $76,741 · program services $46,444 · management and general $9,682 · fundraising $20,615

  • 17 · Travel

    total $285,824 · program services $281,579 · management and general $263 · fundraising $3,982

  • 19 · Conferences, conventions and meetings

    total $10,277 · program services $5,259 · management and general $1,121 · fundraising $3,897

  • 22 · Depreciation, depletion and amortization

    total $182,048 · program services $90,787 · management and general $29,164 · fundraising $62,097

  • 23 · Insurance

    total $57,144 · program services $29,012 · management and general $8,636 · fundraising $19,496

  • 24a · Other expenses: FOOD & BEVERAGE

    total $129,453 · program services $113,562 · management and general $3,995 · fundraising $11,896

  • 24b · Other expenses: NEWSPAPER PRODUCTION

    total $111,231 · program services $103,847 · management and general $660 · fundraising $6,724

  • 24c · Other expenses: FILM SCREENING, A/V AND

    total $86,463 · program services $84,550 · management and general $611 · fundraising $1,302

  • 24d · Other expenses: BUILDING AND GROUNDS MA

    total $83,507 · program services $41,645 · management and general $13,378 · fundraising $28,484

  • 24e · All other expenses

    total $114,015 · program services $71,725 · management and general $13,345 · fundraising $28,945

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $499 · end of year $500

  • 2 · Savings and temporary cash investments

    beginning of year $6,701,035 · end of year $9,058,160

  • 3 · Pledges and grants receivable

    beginning of year $3,113,480 · end of year $3,465,265

  • 9 · Prepaid expenses and deferred charges

    beginning of year $196,546 · end of year $68,359

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

    $31,157,880

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

    $5,220,263

  • 10c · Land, buildings and equipment, net

    beginning of year $12,589,046 · end of year $25,937,617

  • 11 · Investments: publicly traded securities

    beginning of year $18,140,083 · end of year $21,534,430

  • 12 · Investments: other securities

    beginning of year $1 · end of year $1

  • 15 · Other assets

    beginning of year $3,144,969 · end of year $2,684,656

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,441,287 · end of year $2,646,372

  • 18 · Grants payable

    beginning of year $14,990 · end of year $45,842

  • 19 · Deferred revenue

    beginning of year $120,007 · end of year $326,097

  • 23 · Secured mortgages and notes payable

    beginning of year $50,001 · end of year $6,669,907

  • 25 · Other liabilities

    beginning of year $740,129 · end of year $709,044

  • 27 · Net assets without donor restrictions

    beginning of year $21,790,446 · end of year $36,306,942

  • 28 · Net assets with donor restrictions

    beginning of year $19,728,799 · end of year $16,044,784

Mission and programs · 2023

Mission

TO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,491,445 · Grants $421,515 · Revenue $26,660

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $732,233 · Grants $206,945 · Revenue $160,396

  • SARASOTA-MANATEE JEWISH SAFETY NET PROGRAMS:THE FEDERATION WORKS TO ENSURE THAT BASIC NEEDS SUCH AS FOOD AND SHELTER ARE MET, AS WE WORK FOR THE SOCIAL, EMOTIONAL AND FINANCIAL WELL-BEING OF JEWS IN SARASOTA-MANATEE.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * JEWISH HEALING PROGRAM: THE FEDERATION PROVIDES A SIGNIFICANT PORTION OF THE FUNDING FOR THE JEWISH HEALING PROGRAM, WHICH IS IMPLEMENTED BY JFCS. EACH MONTH VOLUNTEERS PROVIDE DIRECT COMMUNITY SERVICES TO THE JEWISH COMMUNITY, INCLUDING BIKKOR CHOLIM (VISIT THE SICK), BEREAVEMENT SERVICES, COMMUNITY RELIGIOUS OUTREACH (TO SENIORS IN NURSING HOMES AND ASSISTED LIVING FACILITIES), PRISON MINISTRY AND DOULA (END-OF-LIFE) SERVICES. MORE THAN 1,000 CONTACTS WERE MADE WITH THE JEWISH COMMUNITY, HELPING THE MOST AT-RISK AND ISOLATED TO RECEIVE SPIRITUAL GUIDANCE AND MUCH-NEEDED HUMAN CONTACT. * DIRECT SUPPORT FOR 115 HOLOCAUST SURVIVORS: THE FEDERATION UNDERWRITES THE COST OF ONE CASE MANAGER AT JFCS WHO IS RESPONSIBLE FOR PROVIDING A VARIETY OF SERVICES TO OUR AREA HOLOCAUST SURVIVORS. * RELIGIOUS OUTREACH: JEWISH HOLIDAYS: THE JEWISH FEDERATION FUNDED JEWISH HOLIDAY CELEBRATIONS THROUGHOUT THE YEAR WHICH WERE HELD IN PERSON AND VIA ZOOM FOR APPROXIMATELY 10 SENIOR LIVING FACILITIES WITH MORE THAN 250 PARTICIPANTS; THIS PROGRAM IS RUN BY THE COMMUNITY CHAPLAIN AND JFCS VOLUNTEERS. * COMMUNITY EMERGENCY ASSISTANCE FUND: THE FEDERATION PROVIDED CLOSE TO $30,000 IN EMERGENCY FUNDING FOR 138 LOCAL JEWISH CLIENTS IN NEED FOR RENT, UTILITIES AND FOOD. THE PROGRAM IS ADMINISTERED THROUGH JFCS. * CARING FOR THE JEWISH ELDERLY: THE FEDERATION PROVIDES BASIC HUMAN NEEDS SUCH AS FOOD, MEDICINES AND HOME CARE FOR THOUSANDS OF ELDERLY JEWS IN THE FORMER SOVIET UNION RECEIVE THROUGH THE JEWISH JOINT DISTRIBUTION COMMITTEE.

    Expenses $883,448 · Grants $249,682

  • COLLABORATIVE PARTNERSHIPS:THE FEDERATION WORKS WITH A WIDE RANGE OF COMMUNITY PARTNERS TO SUPPORT JEWISH-THEMED PROGRAMMING FOR THE ENTIRE COMMUNITY.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * EMBRACING OUR DIFFERENCES: THE FEDERATION PARTNERS WITH COEXISTENCE, INC. AND PAYS A PORTION OF AN EOD EDUCATION STAFF POSITION, EACH YEAR TO PRESENT THIS INTERNATIONAL OUTDOOR ART EXHIBIT. THE EXHIBIT PROMOTES THE VALUE OF DIVERSITY, THE BENEFIT OF INCLUSION AND THE SIGNIFICANCE OF THE ACTIVE REJECTION OF HATRED AND PREJUDICE. PUBLIC SCHOOL CHILDREN, GRADES K-12, ARE TRANSPORTED TO THE EXHIBIT FOR FREE EACH YEAR - SINCE 2004, CLOSE TO 2.5 MILLION STUDENTS HAVE BENEFITTED FROM THIS FREE EDUCATIONAL PROGRAM.

    Expenses $1,064,215 · Grants $300,770 · Revenue $3,466

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • BARBARA ACKERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM BERNSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VERONICA BRADY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID CHAIFETZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY COLLIER

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • LAUREN FINEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDY FOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID FRIED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROZ GOLDBERG

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • MARY GRATEHOUSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY GREENSPON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE WRIGHT HALBERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR LEW HANAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY HASPEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOB ISRAELOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEB KABINOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SIMONE KNEGO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAIME MARCO

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • DAVID MILLSTONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL RITTER

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • AARON RUBEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN SHUGAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALAN SILVERGLAT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNE SPINDEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LOIS STULBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATTI WERTHEIMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY ZASLAVSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RANDON CARVEL

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BRUCE S UDELL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • STACY HANAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • WAYNE RUBEN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JOEL MORGANROTH

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MEL TAUB

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MARK SMOTKIN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARSHA EISENBERG

    SECRETARY/GOVERNANCE OFFIC

    Total calculated
    $0
    Hours/week
    1

  • SHEP ENGLANDER

    CEO

    Total calculated
    $375,957
    From this org
    $314,333
    From related orgs
    $0
    Other
    $61,624
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $301,133
    Bonus
    $0
    Other
    $13,200
    Deferred
    $23,910
    Nontaxable benefits
    $37,714
    Filer's total
    $375,957

  • VICTORIA TIUTYAMA

    CFO TO SEPT 1 2023

    Total calculated
    $124,384
    From this org
    $90,410
    From related orgs
    $0
    Other
    $33,974
    Hours/week
    50

  • NICOLE M COYNE

    CFO EFF SEPT 5 2023

    Total calculated
    $45,205
    From this org
    $36,141
    From related orgs
    $0
    Other
    $9,064
    Hours/week
    50

  • KIMBERLY J ADLER

    CHIEF OPERATING OFFICER

    Total calculated
    $182,490
    From this org
    $141,967
    From related orgs
    $0
    Other
    $40,523
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,967
    Bonus
    $0
    Other
    $0
    Deferred
    $13,156
    Nontaxable benefits
    $27,367
    Filer's total
    $182,490

  • HERMIONE GILPIN

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $156,034
    From this org
    $137,113
    From related orgs
    $0
    Other
    $18,921
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,113
    Bonus
    $0
    Other
    $0
    Deferred
    $8,215
    Nontaxable benefits
    $10,706
    Filer's total
    $156,034

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.

Provenance

Return type
form_990
Tax year
2023
Filed
26 February 2025
IRS schema version
2023v6.0
Source object
202530659349300328

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.