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Nonprofiteer
← UNITED JEWISH FOUNDATION

Form 990 for tax year 2023

Filed by UNITED JEWISH FOUNDATION.

Totals

Total revenue
$48,018,429
Total expenses
$60,551,798
Contributions and grants received
$35,222,346
Grants paid
$47,155,970
Program service revenue
$0
Investment income
$12,190,026
Other revenue
$606,057
Total assets, end of year
$674,906,226
Total liabilities, end of year
$127,061,480
Net assets or fund balances, end of year
$547,844,746
Program services expenses (Part IX)
$52,394,644
Management and general expenses
$6,737,154
Fundraising expenses
$1,420,000
Program service expenses (Part III)
$52,394,644

Program services were 86.5% 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

    $21,604,486

  • 1f · All other contributions, gifts and grants

    $13,617,860

  • 1g · Noncash contributions included above

    $16,786,405

  • 3 · Investment income

    total $8,608,339 · unrelated business $53,863 · excluded $8,554,476

  • 6a · Gross rents

    real property $2,766,912

  • 6b · Less rental expenses

    real property $2,875,482

  • 6c · Rental income or loss

    real property -$108,570

  • 6d · Net rental income or loss

    total -$108,570 · excluded -$108,570

  • 7a · Gross sales of assets other than inventory

    securities $183,357,063 · other assets $2,360,177

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

    securities $179,946,553 · other assets $2,189,000

  • 7c · Gain or loss

    securities $3,410,510 · other assets $171,177

  • 7d · Net gain or loss

    total $3,581,687 · excluded $3,581,687

  • 11a · Other revenue: OTHER OPERATING INCOME

    total $578,184 · excluded $578,184

  • 11b · Other revenue: PARTNERSHIP INCOME

    total $114,964 · excluded $114,964

  • 11c · Other revenue: PARTICIPANT INCOME

    total $21,479 · excluded $21,479

  • 11e · Other revenue, total

    $714,627

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $47,155,970 · program services $47,155,970

  • 11a · Fees: management

    total $2,364,908 · management and general $2,364,908

  • 11b · Fees: legal

    total $75,471 · management and general $75,471

  • 11c · Fees: accounting

    total $66,833 · management and general $66,833

  • 11f · Fees: investment management

    total $1,080,956 · management and general $1,080,956

  • 12 · Advertising and promotion

    total $589,292 · program services $447,309 · management and general $141,983

  • 19 · Conferences, conventions and meetings

    total $36,540 · management and general $36,540

  • 20 · Interest

    total $181 · program services $181

  • 22 · Depreciation, depletion and amortization

    total $3,682,599 · program services $3,573,237 · management and general $109,362

  • 23 · Insurance

    total $343,665 · program services $226,206 · management and general $117,459

  • 24a · Other expenses: JFMD FUND. & ADMIN. EXP

    total $3,950,000 · management and general $2,530,000 · fundraising $1,420,000

  • 24b · Other expenses: PROGRAM SERVICES

    total $878,022 · program services $878,022

  • 24c · Other expenses: PLEDGE DEBT

    total $476,048 · management and general $476,048

  • 24e · All other expenses

    total -$148,687 · program services $113,719 · management and general -$262,406

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $45,721,400 · end of year $69,327,055

  • 3 · Pledges and grants receivable

    beginning of year $16,150,903 · end of year $20,187,882

  • 4 · Accounts receivable

    beginning of year $7,828,050 · end of year $8,184,821

  • 7 · Other notes and loans receivable

    beginning of year $1,957,781 · end of year $1,852,763

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,769,323 · end of year $4,042,952

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

    $130,833,745

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

    $84,560,755

  • 10c · Land, buildings and equipment, net

    beginning of year $49,675,352 · end of year $46,272,990

  • 11 · Investments: publicly traded securities

    beginning of year $296,940,114 · end of year $311,877,872

  • 12 · Investments: other securities

    beginning of year $164,803,298 · end of year $201,047,348

  • 15 · Other assets

    beginning of year $10,460,217 · end of year $12,112,543

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,529,690 · end of year $1,564,268

  • 18 · Grants payable

    beginning of year $1,518,293 · end of year $701,808

  • 20 · Tax-exempt bond liabilities

    beginning of year $32,556 · end of year $0

  • 25 · Other liabilities

    beginning of year $104,841,610 · end of year $124,795,404

  • 27 · Net assets without donor restrictions

    beginning of year $211,222,528 · end of year $230,608,332

  • 28 · Net assets with donor restrictions

    beginning of year $278,161,761 · end of year $317,236,414

Mission and programs · 2023

Mission

THE UNITED JEWISH FOUNDATION OF DETROIT OWNS, MANAGES AND INVESTS JEWISH COMMUNAL ASSETS, INCLUDING GENERAL AND ENDOWMENT FUNDS, AGENCY ENDOWMENTS, SUPPORTING FOUNDATIONS AND REAL PROPERTY. THE FOUNDATION IS COMMITTED TO ENSURING THAT ASSETS ARE AVAILABLE TO PROMOTE THE CONTINUITY OF THE JEWISH PEOPLE.

Activities or mission (Part I)

THE UNITED JEWISH FOUNDATION SERVES AS CUSTODIAN OF THE DETROIT JEWISH COMMUNITY'S ASSETS. THE FOUNDATION IS COMMITTED TO PRESERVING AND GROWING THE ASSETS TO MEET THE COMMUNITY'S LONG TERM NEEDS.

  • DISTRIBUTION OF ASSETS TO THE JEWISH FEDERATION'S ANNUAL CAMPAIGN AND TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE JEWISH AND NON-SECULAR COMMUNITIES LOCALLY AND NATIONALLY

    Expenses $47,155,970 · Grants $47,155,970

  • NET COSTS OF AGENCY FACILITIES AND OTHER DIRECT PROGRAM SERVICES.

    Expenses $5,238,674

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

Listed in Part VII

  • Steven Ingber

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $501,190
    From this org
    $0
    From related orgs
    $485,367
    Other
    $15,823
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,947 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $420 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $2,623 related
    Filer's total
    $0 + $501,190 related

  • Michael Berger

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Dennis Bernard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Eric Bronstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Terri Chapman

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Scott Eisenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Douglas Etkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gil Feldman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mindi Fynke

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Hauser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Edward Hersch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Karp

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Alan Kaufman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jodie Kaufman Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Anessa Kramer

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    0.5

  • Monica Labe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Matthew Lester

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Joshua Levine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael Maddin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Allan Nachman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Gregg Orley

    VICE PRESIDENT - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    0.5

  • Norman Pappas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Glenn Pavey

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    0.5

  • Warren Rose

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Stevan Rosenberg

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • Benjamin Rosenthal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Mark Rubenfire

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • Todd Sachse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Karen S Schoenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sheri Shapiro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Sherbin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Matt Shiffman

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Slatkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Laurence Tisdale

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Torgow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Steven Weisberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Zausmer

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • Dorothy Benyas

    CHIEF FINANCIAL OFFICER

    Total calculated
    $293,636
    From this org
    $0
    From related orgs
    $266,875
    Other
    $26,761
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,103 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $10,675 related
    Nontaxable benefits
    $0 + $16,086 related
    Filer's total
    $0 + $293,636 related

  • Howard Neistein

    CHIEF OFFICER OF STRATEGIC PLANNING-PARTIAL YEAR

    Total calculated
    $143,680
    From this org
    $0
    From related orgs
    $138,154
    Other
    $5,526
    Hours/week
    20 + 20 related

  • Theodore Cohen

    CHIEF MARKETING OFFICER

    Total calculated
    $265,920
    From this org
    $0
    From related orgs
    $237,456
    Other
    $28,464
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,650 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $1,806 related
    Deferred
    $0 + $9,498 related
    Nontaxable benefits
    $0 + $18,966 related
    Filer's total
    $0 + $265,920 related

  • Margo Pernick

    DIRECTOR OF THE JEWISH FUND

    Total calculated
    $255,751
    From this org
    $0
    From related orgs
    $230,287
    Other
    $25,464
    Hours/week
    1 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,515 related
    Bonus
    $0
    Other
    $0 + $2,772 related
    Deferred
    $0 + $9,211 related
    Nontaxable benefits
    $0 + $16,253 related
    Filer's total
    $0 + $255,751 related

  • Jonathan Lowe

    DIRECTOR OF CHARITABLE GIFT PLANNING

    Total calculated
    $239,161
    From this org
    $0
    From related orgs
    $212,976
    Other
    $26,185
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,689 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $5,287 related
    Deferred
    $0 + $8,519 related
    Nontaxable benefits
    $0 + $17,666 related
    Filer's total
    $0 + $239,161 related

  • Daniel Greenberg

    DIRECTOR OF MAJOR GIFTS

    Total calculated
    $206,909
    From this org
    $0
    From related orgs
    $181,943
    Other
    $24,966
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,442 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $4,501 related
    Deferred
    $0 + $7,278 related
    Nontaxable benefits
    $0 + $17,688 related
    Filer's total
    $0 + $206,909 related

  • Susan Feldman

    DIRECTOR OF PHILANTHROPIC & CORPORATE RELATIONS

    Total calculated
    $219,058
    From this org
    $0
    From related orgs
    $193,548
    Other
    $25,510
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,808 related
    Bonus
    $0 + $7,000 related
    Other
    $0 + $4,740 related
    Deferred
    $0 + $7,742 related
    Nontaxable benefits
    $0 + $17,768 related
    Filer's total
    $0 + $219,058 related

  • Charlene Arm

    SENIOR DIRECTOR, TALENT & ORGANIZATION

    Total calculated
    $208,927
    From this org
    $0
    From related orgs
    $185,062
    Other
    $23,865
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,079 related
    Bonus
    $0 + $7,500 related
    Other
    $0 + $4,483 related
    Deferred
    $0 + $7,403 related
    Nontaxable benefits
    $0 + $16,462 related
    Filer's total
    $0 + $208,927 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

None.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
2 December 2024
IRS schema version
2023v5.1
Source object
202433399349301513

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

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