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Nonprofiteer
← JEWISH FEDERATION OF SOUTHERN ARIZONA

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF SOUTHERN ARIZONA.

Totals

Total revenue
$6,996,089
Total expenses
$6,857,933
Contributions and grants received
$6,110,927
Grants paid
$3,678,502
Program service revenue
$6,603
Investment income
$249
Other revenue
$878,310
Total assets, end of year
$22,629,330
Total liabilities, end of year
$349,138
Net assets or fund balances, end of year
$22,280,192
Program services expenses (Part IX)
$4,533,166
Management and general expenses
$1,366,622
Fundraising expenses
$958,145
Program service expenses (Part III)
$4,533,166

Program services were 66.1% 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.

  • 1d · Related organizations

    $2,471,003

  • 1f · All other contributions, gifts and grants

    $3,639,924

  • 1g · Noncash contributions included above

    $126,053

  • 2a · Program service revenue: OUTREACH

    total $4,535 · related or exempt $4,535

  • 2b · Program service revenue: AFFINITY AND CRC PROGRAMMING

    total $2,068 · related or exempt $2,068

  • 3 · Investment income

    total $249 · excluded $249

  • 6a · Gross rents

    real property $33,757

  • 6c · Rental income or loss

    real property $33,757

  • 6d · Net rental income or loss

    total $33,757 · excluded $33,757

  • 8a · Fundraising events: gross income

    $11,935

  • 8b · Fundraising events: direct expenses

    $57,565

  • 8c · Net income from fundraising events

    total -$45,630 · excluded -$45,630

  • 11a · Other revenue: MANAGEMENT FEES

    total $887,005 · excluded $887,005

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $3,178 · excluded $3,178

  • 11e · Other revenue, total

    $890,183

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,671,831 · program services $3,671,831

  • 2 · Grants to domestic individuals

    total $6,671 · program services $6,671

  • 5 · Compensation of officers, directors and key employees

    total $405,759 · program services $81,346 · management and general $168,145 · fundraising $156,268

  • 7 · Other salaries and wages

    total $1,400,507 · program services $305,916 · management and general $543,341 · fundraising $551,250

  • 8 · Pension plan contributions

    total $58,558 · program services $1,587 · management and general $36,763 · fundraising $20,208

  • 9 · Other employee benefits

    total $109,712 · program services $131 · management and general $70,445 · fundraising $39,136

  • 10 · Payroll taxes

    total $130,550 · program services $26,111 · management and general $49,609 · fundraising $54,830

  • 11b · Fees: legal

    total $6,272 · management and general $6,272

  • 11c · Fees: accounting

    total $28,600 · management and general $28,600

  • 11g · Fees: other

    total $326,829 · program services $149,026 · management and general $157,375 · fundraising $20,428

  • 12 · Advertising and promotion

    total $2,864 · management and general $2,864

  • 13 · Office expenses

    total $76,982 · program services $8,581 · management and general $28,074 · fundraising $40,327

  • 14 · Information technology

    total $56,779 · program services $1,417 · management and general $44,241 · fundraising $11,121

  • 16 · Occupancy

    total $126,536 · program services $17,289 · management and general $95,025 · fundraising $14,222

  • 17 · Travel

    total $1,186 · program services $442 · management and general $640 · fundraising $104

  • 19 · Conferences, conventions and meetings

    total $35,036 · program services $10,085 · management and general $18,867 · fundraising $6,084

  • 22 · Depreciation, depletion and amortization

    total $168,166 · program services $78,516 · management and general $58,875 · fundraising $30,775

  • 23 · Insurance

    total $33,647 · program services $3,732 · management and general $29,915

  • 24a · Other expenses: OUTREACH PROGRAMMING

    total $160,575 · program services $160,575

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $27,124 · program services $8,412 · management and general $17,530 · fundraising $1,182

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $18,256 · program services $1,498 · management and general $4,548 · fundraising $12,210

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $5,493 · management and general $5,493

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,734,104 · end of year $1,801,279

  • 3 · Pledges and grants receivable

    beginning of year $572,501 · end of year $1,082,975

  • 4 · Accounts receivable

    beginning of year $148,864 · end of year $217,859

  • 5 · Loans and receivables from officers and key people

    beginning of year $100,000 · end of year $80,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $83,294 · end of year $98,942

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

    $6,483,731

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

    $987,931

  • 10c · Land, buildings and equipment, net

    beginning of year $5,618,741 · end of year $5,495,800

  • 12 · Investments: other securities

    beginning of year $77,887 · end of year $81,407

  • 15 · Other assets

    beginning of year $13,014,767 · end of year $13,771,068

  • 17 · Accounts payable and accrued expenses

    beginning of year $233,735 · end of year $349,138

  • 27 · Net assets without donor restrictions

    beginning of year $18,873,166 · end of year $17,250,682

  • 28 · Net assets with donor restrictions

    beginning of year $2,243,257 · end of year $5,029,510

Mission and programs · 2023

Mission

JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA OR FEDERATION) AND JEWISH COMMUNITY FOUNDATION (JCF), JPSA PROVIDES PLANNING, VISION, PROGRAMMING, AND FUNDING TO ADDRESS COMMUNITY-WIDE PRIORITIES INCLUDING JEWISH ENGAGEMENT, EDUCATION, OUTREACH, SECURITY, AND ADVOCACY. JFSA FUNDS AND SUPPORTS OUR FIVE BENEFICIARY AGENCIES - JEWISH FAMILY AND CHILDREN'S SERVICES, TUCSON HEBREW ACADEMY, TUCSON JEWISH COMMUNITY CENTER, TUCSON JEWISH MUSEUM & HOLOCAUST CENTER, AND THE UNIVERSITY OF ARIZONA HILLEL FOUNDATION - AS WELL AS A WIDE RANGE OF COMMUNITY PROGRAMS AND CORE INITIATIVES SUCH AS JEWISH COMMUNITY SECURITY, JEWISH COMMUNITY RELATIONS COUNCIL (JCRC), WEINTRAUB ISRAEL CENTER, AND PJ LIBRARY. THESE PARTNERSHIPS ENSURE VIBRANT JEWISH LIFE AND UPLIFT THE ENTIRE SOUTHERN ARIZONA COMMUNITY. JFSA ALSO RESPONDS TO CRITICAL, EMERGENT NEEDS L

  • AFTER THE OCTOBER 7 ATTACK ON ISRAEL, JFSA SPEARHEADED THE PLANNING AND COORDINATION OF A COMMUNITY SOLIDARITY GATHERING THAT DREW ALMOST 1,000 TUCSONANS. SINCE THEN, JFSA HAS TAKEN THE LEAD IN RAISING AWARENESS, COMBATTING ANTISEMITISM, AND RAISING FUNDS TO SUPPORT BASIC AND EMERGENCY NEEDS IN ISRAEL AND ASSOCIATED LOCAL CAUSES IN SOUTHERN ARIZONA. THE JFSA JEWISH COMMUNITY SECURITY INITIATIVE CONTINUES TO KEEP OUR COMMUNITY SAFE. SECURITY DIRECTORS REGULARLY MONITOR GATHERINGS, RESPOND TO CONCERNS, COMMUNICATE WITH LAW ENFORCEMENT AND COMMUNITY LEADERS, CONDUCT FACILITY SECURITY ASSESSMENTS, AND ASSIST LOCAL SYNAGOGUES AND JEWISH AGENCIES WITH THE HOMELAND SECURITY GRANT APPLICATION PROCESS. AND CENTRAL TO OUR MISSION, THROUGHOUT 2023 JFSA FOCUSED ON STRENGTHENING JEWISH LIFE IN SOUTHERN ARIZONA BY: 1) SUPPORTING AND ENHANCING PROGRAMS SERVING THOSE IN NEED; 2) EDUCATING OUR COMMUNITY ABOUT CRITICAL ISSUES; 3) PROVIDING OPPORTUNITIES FOR COMMUNITY MEMBERS TO GATHER, CELEBRATE, VOLUNTEER, AND ADVOCATE; AND 4) DEVELOPING JEWISH COMMUNITY LEADERSHIP.

    Expenses $4,533,166 · Grants $3,678,502 · Revenue $6,603

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

Listed in Part VII

  • Emily Richman

    INTERIM CEO

    Total calculated
    $223,262
    From this org
    $193,841
    From related orgs
    $0
    Other
    $29,421
    Hours/week
    19 + 19 related

    Schedule J breakdown matched by us

    Base
    $193,841
    Bonus
    not reported
    Other
    not reported
    Deferred
    $29,421
    Nontaxable benefits
    not reported
    Filer's total
    $223,262

  • Kimberly L Driskell

    CFO

    Total calculated
    $168,076
    From this org
    $148,004
    From related orgs
    $0
    Other
    $20,072
    Hours/week
    19 + 19 related

    Schedule J breakdown matched by us

    Base
    $148,004
    Bonus
    not reported
    Other
    not reported
    Deferred
    $20,072
    Nontaxable benefits
    not reported
    Filer's total
    $168,076

  • Hava Leipzig Holzhauer

    CEO

    Total calculated
    $14,423
    From this org
    $14,423
    From related orgs
    $0
    Other
    $0
    Hours/week
    19 + 19 related

  • Jane Espinoza

    VP FUND SERV

    Total calculated
    $157,718
    From this org
    $136,543
    From related orgs
    $0
    Other
    $21,175
    Hours/week
    0 + 38 related

    Schedule J breakdown matched by us

    Base
    $136,543
    Bonus
    not reported
    Other
    not reported
    Deferred
    $21,175
    Nontaxable benefits
    not reported
    Filer's total
    $157,718

  • Amy Glass

    VP COMMUNITY

    Total calculated
    $128,146
    From this org
    $109,415
    From related orgs
    $0
    Other
    $18,731
    Hours/week
    38

  • Liz Kanter-Groskind

    CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Jeff Artzi

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Lisa Lovallo

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Isaac Rothschild

    ASST SEC/TRE

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Anne Hameroff

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Aaron Rottenstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Adam Goldstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alec Berens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Andrew Comrie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ben Silverman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bruce Ash

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Danny Gasch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Elizabeth Friman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Emily Lazarus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeff Jacobson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeremy Sharpe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leah Geistfeld

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ron Grant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sarah Singer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott Sheftel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Steven Rosenberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan Jacobson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 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 · Independent compensation consultant
  • 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.

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.

Related corporations and trusts

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

  • CHARITABLE REMAINDER UNITRUST

    TRUST · CHARITABLE · AZ · share of income $4,576 · share of assets $91,037

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.0
Source object
202423129349301912

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

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