Form 990 for tax year 2022
Filed by JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC.
Totals
- Total revenue
- $26,374,269
- Total expenses
- $24,879,328
- Contributions and grants received
- $20,272,765
- Grants paid
- $9,098,577
- Program service revenue
- $1,413,493
- Investment income
- $2,788,928
- Other revenue
- $1,899,083
- Total assets, end of year
- $211,925,200
- Total liabilities, end of year
- $34,317,384
- Net assets or fund balances, end of year
- $177,607,816
- Program services expenses (Part IX)
- $18,477,769
- Management and general expenses
- $4,278,405
- Fundraising expenses
- $2,123,154
- Program service expenses (Part III)
- $18,477,769
Program services were 74.3% 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
$20,272,765
-
2a · Program service revenue: JEWISH EDUCATION COMM
total $651,173 · related or exempt $651,173
-
2b · Program service revenue: GENERAL FUND SERVICES
total $602,633 · related or exempt $602,633
-
2c · Program service revenue: JEWISH COMMUNITY FDN.
total $159,687 · related or exempt $159,687
-
3 · Investment income
total $2,872,952 · excluded $2,872,952
-
7b · Less cost or other basis and sales expenses
securities $84,024
-
7c · Gain or loss
securities -$84,024
-
7d · Net gain or loss
total -$84,024 · excluded -$84,024
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,864,872 · related or exempt $1,864,872
-
11b · Other revenue: RAFFLE INCOME
total $26,230 · related or exempt $26,230
-
11c · Other revenue: ADVERTISING INCOME
total $5,635 · related or exempt $5,635
-
11d · All other revenue
total $2,346 · related or exempt $2,346
-
11e · Other revenue, total
$1,899,083
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,098,577 · program services $9,098,577
-
16 · Occupancy
total $3,037 · program services $2,086 · management and general $951
-
20 · Interest
total $387,502 · program services $221,880 · management and general $101,212 · fundraising $64,410
-
23 · Insurance
total $94,633 · program services $64,988 · management and general $29,645
-
24a · Other expenses: SALARIES, BENEFITS, & T
total $10,139,306 · program services $5,673,421 · management and general $2,587,984 · fundraising $1,877,901
-
24b · Other expenses: SERVICES & PROGRAMS
total $4,242,976 · program services $2,903,020 · management and general $1,324,239 · fundraising $15,717
-
24c · Other expenses: PRINTING & PUBLICITY
total $355,826 · program services $183,183 · management and general $83,560 · fundraising $89,083
-
24d · Other expenses: BUILDING & EQUIPMENT
total $302,325 · program services $174,625 · management and general $79,657 · fundraising $48,043
-
24e · All other expenses
total $255,146 · program services $155,989 · management and general $71,157 · fundraising $28,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,646,103 · end of year $1,640,697
-
3 · Pledges and grants receivable
beginning of year $4,784,727 · end of year $5,062,538
-
7 · Other notes and loans receivable
beginning of year $1,176,311 · end of year $1,712,688
-
9 · Prepaid expenses and deferred charges
beginning of year $2,298,844 · end of year $1,520,320
-
12 · Investments: other securities
beginning of year $142,451,864 · end of year $151,265,268
-
15 · Other assets
beginning of year $45,768,548 · end of year $50,723,689
-
17 · Accounts payable and accrued expenses
beginning of year $1,993,122 · end of year $2,672,299
-
18 · Grants payable
beginning of year $4,735,762 · end of year $4,711,835
-
19 · Deferred revenue
beginning of year $1,033,283 · end of year $1,392,952
-
25 · Other liabilities
beginning of year $24,779,613 · end of year $25,540,298
-
27 · Net assets without donor restrictions
beginning of year $120,673,236 · end of year $125,848,826
-
28 · Net assets with donor restrictions
beginning of year $47,911,381 · end of year $51,758,990
Mission and programs · 2022
Mission
TO SUSTAIN THE JEWISH COMMUNITY LOCALLY AND WORLDWIDE, AND CREATE A JEWISH FUTURE AND SUPPORT JEWISH PEOPLE WORLDWIDE.
Activities or mission (Part I)
TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY IN SOUTH PALM BEACH COUNTY AND ELSEWHERE.
-
JEWISH FEDERATIONS OF NORTH AMERICA - SUPPORTS VARIOUS LOCAL REGIONAL NATIONAL AND OVERSEAS RECIPIENTS.
Expenses $2,171,557 · Grants $2,171,557
-
ALLOCATIONS TO COMMUNITY PARTNERSHIP ENTITIES AND AFFILIATES.
Expenses $2,350,045 · Grants $2,350,045 · Revenue $89,127
-
GRANTS AND ALLOCATIONS TO OTHER LOCAL AND NON-LOCAL NOT-FOR-PROFIT BENEFICIARIES.
Expenses $954,006 · Grants $954,006
-
VARIOUS PROGRAMS TO FURTHER THE WELFARE OF THE LOCAL AND NON-LOCAL JEWISH COMMUNITY.
Expenses $13,002,161 · Grants $3,622,969 · Revenue $3,223,449
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Albert GortzALBERT GORTZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Alicia SperoALICIA SPERO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Anne JacobsonANNE JACOBSON
VICE CHAIR, PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
April E LeavyAPRIL E LEAVY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Arthur GoldbergARTHUR GOLDBERG
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 20 related
-
Austine HeldmanAUSTINE HELDMAN
CHAIR APPOINTMENT
- Total calculated
- $0
- Hours/week
- 3
-
Barbara WernerBARBARA WERNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Barry PodolskyBARRY PODOLSKY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3 + 8 related
-
Barry WinogradBARRY WINOGRAD
TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 2 related
-
Benjamin GeneBENJAMIN GENE
3049 CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Betty KaneBETTY KANE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Bob CookBOB COOK
CHAIR APPOINTMENT
- Total calculated
- $0
- Hours/week
- 3 + 7 related
-
Bruce DanBRUCE DAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Bryan DrowosBRYAN DROWOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Carol SmoklerCAROL SMOKLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Charles LichtmanCHARLES LICHTMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Cindy Orbach NimhauserCINDY ORBACH NIMHAUSER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Dale FilhaberDALE FILHABER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Danielle HartmanDANIELLE HARTMAN
EXECUTIVE DIRECTOR JFS, BO
- Total calculated
- $0
- Hours/week
- 3
-
David GalpernDAVID GALPERN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
David PrattDAVID PRATT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Debra HalperinDEBRA HALPERIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Don BrodieDON BRODIE
CHAIR APPOINTMENT
- Total calculated
- $0
- Hours/week
- 3
-
Dorothy Meyers WizerDOROTHY MEYERS WIZER
CHAIR APPOINTMENT
- Total calculated
- $0
- Hours/week
- 3
-
Dr Gail Rubin KwalDR GAIL RUBIN KWAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3 + 2 related
-
Ellen GechterELLEN GECHTER
JARC CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Elyssa KupferbergELYSSA KUPFERBERG
VICE CHAIR, WP
- Total calculated
- $0
- Hours/week
- 3
-
Emily GrabelskyEMILY GRABELSKY
JCC PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Eric LebersfeldERIC LEBERSFELD
B&P CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Etta Gross ZimmermanETTA GROSS ZIMMERMAN
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Eydie HolzEYDIE HOLZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Franklin HomerFRANKLIN HOMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Gail GreenspoonGAIL GREENSPOON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Garry LesserGARRY LESSER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Greg WeismanGREG WEISMAN
RABBI DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Helena LevineHELENA LEVINE
EXECUTIVE DIRECTOR DKJA, B
- Total calculated
- $0
- Hours/week
- 3
-
Helene PaulHELENE PAUL
JCRC CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Howard DubosarHOWARD DUBOSAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Ilene WohlegemuthILENE WOHLEGEMUTH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Janet SahrJANET SAHR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Jeff ZirulnickJEFF ZIRULNICK
EXECUTIVE DIRECTOR JARC, B
- Total calculated
- $0
- Hours/week
- 3
-
Jeffrey NewmanJEFFREY NEWMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jill DeutchJILL DEUTCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jill RoseJILL ROSE
VICE CHAIR, CAMPAIGN
- Total calculated
- $0
- Hours/week
- 5
-
Joe SontzJOE SONTZ
VICE CHAIR ISRAEL & OVERSE
- Total calculated
- $0
- Hours/week
- 3
-
Joseph MishkinJOSEPH MISHKIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Josh CalistiJOSH CALISTI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Judi SchumanJUDI SCHUMAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Karen DernKAREN DERN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5 + 4 related
-
Kathy GreenKATHY GREEN
VICE CHAIR, PGRM FUND COUNC
- Total calculated
- $0
- Hours/week
- 3
-
Kenneth LebersfeldKENNETH LEBERSFELD
B&P CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Kenneth PritzkerKENNETH PRITZKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Larry FeldmanLARRY FELDMAN
CHAIR
- Total calculated
- $0
- Hours/week
- 5 + 5 related
-
Laurence BlairLAURENCE BLAIR
VICE CHAIR, JJC
- Total calculated
- $0
- Hours/week
- 5
-
Mark DernMARK DERN
CHAIR APPOINTMENT
- Total calculated
- $0
- Hours/week
- 3
-
Mark SchaumMARK SCHAUM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Martin LiftonMARTIN LIFTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Matt KutcherMATT KUTCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Meryl GallatinMERYL GALLATIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Michael BeckermanMICHAEL BECKERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3 + 2 related
-
Michael LiptonMICHAEL LIPTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Michelle HollisterMICHELLE HOLLISTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Naomi SteinbergNAOMI STEINBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Rabbi David BaumRABBI DAVID BAUM
RABBI DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Rabbi Moishe DenburgRABBI MOISHE DENBURG
RABBI DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Rani GarfinkleRANI GARFINKLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Richard SteinbergRICHARD STEINBERG
VICE CHAIR, FRD
- Total calculated
- $0
- Hours/week
- 10
-
Richard StollsRICHARD STOLLS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Robert LewisROBERT LEWIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Robin BaritzROBIN BARITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Robin RubinROBIN RUBIN
ASST TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Roxane Frechie LiptonROXANE FRECHIE LIPTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Shari HeirSHARI HEIR
DKJA PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Shelly SnyderSHELLY SNYDER
CAMPAIGN CHAIR, WP
- Total calculated
- $0
- Hours/week
- 3
-
Stephen MendelsohnSTEPHEN MENDELSOHN
JFS CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Susan RahnSUSAN RAHN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Toby CoopermanTOBY COOPERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Tracy KawaTRACY KAWA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Wendy LipsichWENDY LIPSICH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Wes FinchWES FINCH
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 3 + 13 related
-
Yehuda GrossYEHUDA GROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Matthew LevinMATTHEW LEVIN
CEO
- Total calculated
- $579,607
- From this org
- $266,763
- From related orgs
- $266,762
- Other
- $46,082
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $218,780 + $218,780 related
- Bonus
- $25,320 + $25,320 related
- Other
- $22,663 + $22,662 related
- Deferred
- $0
- Nontaxable benefits
- $23,041 + $23,041 related
- Filer's total
- $289,804 + $289,803 related
-
Mel LowellMEL LOWELL
EXECUTIVE DIRECTOR SINAI A
- Total calculated
- $353,565
- From this org
- $172,944
- From related orgs
- $172,943
- Other
- $7,678
- Hours/week
- 15 + 25 related
Schedule J breakdown matched by us
- Base
- $137,500 + $137,500 related
- Bonus
- $13,750 + $13,750 related
- Other
- $21,694 + $21,693 related
- Deferred
- $2,731 + $2,731 related
- Nontaxable benefits
- $1,108 + $1,108 related
- Filer's total
- $176,783 + $176,782 related
-
Marla EgersMARLA EGERS
EXECUTIVE VP
- Total calculated
- $397,746
- From this org
- $356,947
- From related orgs
- $0
- Other
- $40,799
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,267
- Bonus
- $27,500
- Other
- $52,180
- Deferred
- $5,690
- Nontaxable benefits
- $35,109
- Filer's total
- $397,746
-
Jeffrey IsersonJEFFREY ISERSON
CFO
- Total calculated
- $294,699
- From this org
- $273,076
- From related orgs
- $0
- Other
- $21,623
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,438
- Bonus
- $23,000
- Other
- $31,638
- Deferred
- $4,634
- Nontaxable benefits
- $16,989
- Filer's total
- $294,699
-
Todd PolikoffTODD POLIKOFF
COO
- Total calculated
- $304,394
- From this org
- $86,912
- From related orgs
- $202,796
- Other
- $14,686
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $67,819 + $158,245 related
- Bonus
- $9,900 + $23,100 related
- Other
- $9,193 + $21,451 related
- Deferred
- $992 + $2,314 related
- Nontaxable benefits
- $3,414 + $7,966 related
- Filer's total
- $91,318 + $213,076 related
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 · 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
-
JACOBSON JEWISH COMMUNITY FOUNDATION
$3,622,969
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
JEWISH FEDERATIONS OF NORTH AMERICA
$2,171,557
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
RUTH RALES JEWISH FAMILY SERVICE INC
$760,693
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
DONNA KLEIN JEWISH ACADEMY INC
$608,568
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
TORAH ACADEMY OF BOCA RATON INC
$275,550
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
$266,073
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
-
VARIOUS GRANTS UNDER REPORTING THRESHOLD
$111,868
TO ASSIST THE ORGANIZATIONS IN ACHIEVING THEIR EXEMPT PURPOSES.
-
$83,515
TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE.
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.
-
JEWISH COMMUNITY FACILITIES CORPORATION
501(C)(2) · HOLD TITLE TO, COLLECT INCOME FROM AND MANAGE REAL PROPERTY · FL
-
FEDERATION CCRC OPERATIONS CORP
501(C)(3) · PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY · FL
Directly controlled by FEDERATION CCRC DEVELOPMENT LLC
-
ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER INC
501(C)(3) · PRESERVE AND STRENGTHEN JEWISH VALUES AND TRADITION · FL
-
DONNA KLEIN JEWISH ACADEMY INC
501(C)(3) · TO EDUCATE CHILDREN AND THE GREATER DKJA COMMUNITY TO JEWISH VALUES. · FL
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.
-
FEDERATION CCRC DEVELOPMENT LLC
PROVIDE A PLANNED CONTINUING CARE RETIREMENT COMMUNITY · FL
Directly controlled by JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401979349301820
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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