Form 990 for tax year 2022

Totals

Total revenue

$4,860,563

Total expenses

$4,417,692

Contributions and grants received

$4,730,885

Grants paid

$1,339,674

Program service revenue

$0

Investment income

$206,615

Other revenue

-$76,937

Total assets, end of year

$12,101,865

Total liabilities, end of year

$1,191,465

Net assets or fund balances, end of year

$10,910,400

Program services expenses (Part IX)

$3,207,002

Management and general expenses

$944,450

Fundraising expenses

$266,240

Program service expenses (Part III)

$3,207,002

Program services were 72.6% 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.

Mission and programs · 2022

• SERVING COMMUNITY MEMBERS IN NEEDHOLOCAUST SURVIVOR PROGRAM: 171 SURVIVORS WERE SERVED IN 2022 WITH INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES; ASSISTANCE WITH RESTITUTION APPLICATIONS; EMERGENCY FINANCIAL AID; CAFE EUROPA, A SERIES OF SOCIAL EVENTS; ALL THROUGH OUR PARTNERSHIP WITH JEWISH FAMILY SERVICE OF SAN DIEGO, SUPPORTED BY JFEDOC DONORS. ADULTS WITH DISABILITIES: IN 2022, 40 ADULTS WERE SERVED THROUGH THE JEREMIAH SOCIETY, A MONTHLY SOCIAL AND EDUCATIONAL PROGRAM, AND THROUGH JEWISH PROGRAMMING COORDINATED FOR THE RESIDENTS OF MANDEL HOUSE AND HORWITZ FAMILY HOUSE, GROUP HOMES ESTABLISHED BY JEWISH FEDERATION IN 2014 AND 2017. LIFELINES ASSISTANCE: 1,007 ORANGE COUNTY RESIDENTS WERE SERVED IN 2022 WITH SOLUTION-FOCUSED CASE MANAGEMENT, FINANCIAL ASSISTANCE FOR QUALIFIED CLIENTS, AND RESOURCE REFERRAL SERVICES TO AID CLIENTS IN NAVIGATING THE OFTEN COMPLEX NETWORK OF GOVERNMENT AND NONPROFIT SOCIAL SERVICE RESOURCES AVAILABLE TO THEM. COVID-19 EMERGENCY ASSISTANCE: IN 2022, THIS PROGRAM (LAUNCHED IN 2020 AS A SHORT-TERM PROJECT), SERVED 2 CONTINUING CLIENTS WHO SUFFERED INCOME REDUCTION AS A DIRECT RESULT OF THE PANDEMIC; THE CLIENTS RECEIVED FINANCIAL SUPPORT FOR HOUSING AND FOOD. DEMAND FOR THE PROGRAM DECLINED SIGNIFICANTLY IN 2021 AND CEASED IN 2022 AS MORE ORGANIZATIONS RETURNED TO THEIR WORKPLACES.

  Expenses $313,481 · Grants $235,756

• PHILANTHROPY, GRANTMAKING, AND COMMUNITY ENGAGEMENT PHILANTHROPYIN 2022, 1,700 FEDERATION DONORS BENEFITED FROM PROGRAMMING, EVENTS, VOLUNTEER OPPORTUNITIES, AND LEADERSHIP DEVELOPMENT AS WELL AS ONGOING FEDERATION COMMUNICATIONS ON LOCAL AND GLOBAL JEWISH ISSUES AND ACHIEVEMENTS. THE MAJORITY OF FEDERATION DONORS BENEFITING FROM THESE SERVICES WERE MEMBERS OF OUR SOLOMON SOCIETY AND WOMEN'S PHILANTHROPY. GRANTMAKINGPASSPORT TO JEWISH LIFE: 216 JEWISH STUDENTS IN GRADES 3-12 WERE ASSISTED BY JFEDOC PASSPORT GRANTS TO SUPPORT THEIR PARTICIPATION IN JEWISH SUMMER CAMP, MACCABI GAMES, ISRAEL-POLAND EXPERIENTIAL EDUCATION TRIPS, AND CONGREGATION-BASED PROGRAMMING. COMMUNITY ENGAGEMENTROSE PROJECT: SOME 1,000 STUDENTS AND EDUCATORS IN ORANGE COUNTY PUBLIC MIDDLE AND HIGH SCHOOLS LEARNED ABOUT JUDAISM AND JEWISH CULTURE THROUGH PEER PRESENTATIONS BY 24 YOUNG JEWISH AMBASSADORS IN THE 2022 COHORT OF THE ROSE PROJECT'S STUDENT TO STUDENT INITIATIVE. DRIVING OUT DARKNESS, THE FIRST ORANGE COUNTY SUMMIT ON ANTISEMITISM AND HATE, ATTRACTED 296 COMMUNITY LEADERS FROM CIVIC, GOVERNMENT, EDUCATIONAL, NONPROFIT AND LAW ENFORCEMENT SECTORS. ADDITIONAL ROSE PROJECT PROGRAMS AND GRANTS IN 2022 SERVED 135 INDIVIDUALS.NEXTGEN: IN 2022, 68 JEWISH ADULTS IN THEIR 20S-40S WERE ENGAGED IN VOLUNTEER, SOCIAL, AND EDUCATIONAL PROGRAMS DESIGNED TO STRENGTHEN THEIR CONNECTION TO EACH OTHER AND TO OUR JEWISH COMMUNITY. PJ LIBRARY: AN AVERAGE OF 1,816 CHILDREN RECEIVED FREE JEWISH BOOKS (FOR AGES 0 TO 12) EACH MONTH IN 2022, AND ENJOYED MEANINGFUL PROGRAMMING DESIGNED FOR THE CHILDREN AND THE PARENTS, THANKS TO JFEDOC'S PARTNERSHIP WITH THE HAROLD GRINSPOON FOUNDATION.

  Expenses $2,893,521 · Grants $1,103,918

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• JEWISH FEDERATIONS OF NORTH AMERICA INC

  $741,293

  ISRAEL & OVERSEAS; FAIR SHARE

• JEWISH FAMILY SERVICE OF SAN DIEGO

  $211,029

  HOLOCAUST SURVIVOR PROGRAM

• HILLEL FOUNDATION OF ORANGE COUNTY

  $60,180

  TEEN INITIATIVE

• MERAGE JEWISH COMMUNITY CENTER OF ORANGE COUNTY

  $50,000

  TEEN INITIATIVE

• CHABAD JEWISH CENTER OF MISSION VIEJO

  $50,000

  TEEN INITIATIVE

• JEWISH EDUCATORS ASSOCIATION OF ORANGE COUNTY

  $42,860

  TEEN INITIATIVE

• CONGREGATION B'NAI ISRAEL

  $25,500

  PASSPORTS CAMP GRANTS

• JEWISH COLLABORATIVE OF ORANGE COUNTY

  $25,000

  TEEN INITIATIVE

• CONGREGATION SHIR HA-MA'ALOT

  $19,830

  PASSPORTS CAMP GRANTS

• SILVER GAN ISRAEL DAY CAMP

  $11,250

  PASSPORTS CAMP GRANTS

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2022

Filed

12 October 2023

IRS schema version

2022v5.0

Source object

202312869349301556

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

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