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Nonprofiteer
← JEWISH FEDERATION OF GREATER TOLEDO

Form 990 for tax year 2024

Filed by JEWISH FEDERATION OF GREATER TOLEDO.

Totals

Total revenue
$6,611,638
Total expenses
$5,986,632
Contributions and grants received
$3,863,138
Grants paid
$1,552,957
Program service revenue
$630,921
Investment income
$1,960,523
Other revenue
$157,056
Total assets, end of year
$47,555,765
Total liabilities, end of year
$5,346,479
Net assets or fund balances, end of year
$42,209,286
Program services expenses (Part IX)
$4,906,816
Management and general expenses
$513,143
Fundraising expenses
$566,673
Program service expenses (Part III)
$4,906,816

Program services were 82.0% 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

    $732,515

  • 1e · Government grants (contributions)

    $81,652

  • 1f · All other contributions, gifts and grants

    $3,048,971

  • 1g · Noncash contributions included above

    $651,812

  • 2a · Program service revenue: MANAGEMENT FEES

    total $395,222 · related or exempt $395,222

  • 2b · Program service revenue: CEMETERY SERVICES

    total $112,270 · related or exempt $112,270

  • 2c · Program service revenue: TUITION

    total $73,535 · related or exempt $73,535

  • 2d · Program service revenue: PROGRAM SERVICE FEES

    total $39,045 · related or exempt $39,045

  • 2e · Program service revenue: ADVERTISING

    total $10,849 · unrelated business $10,849

  • 3 · Investment income

    total $899,389 · excluded $899,389

  • 6a · Gross rents

    real property $900

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $900

  • 6d · Net rental income or loss

    total $900 · excluded $900

  • 7a · Gross sales of assets other than inventory

    securities $3,853,723

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

    securities $2,792,589

  • 7c · Gain or loss

    securities $1,061,134

  • 7d · Net gain or loss

    total $1,061,134 · excluded $1,061,134

  • 11a · Other revenue: OTHER INCOME

    total $156,156 · related or exempt $156,156

  • 11e · Other revenue, total

    $156,156

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,247,887 · program services $1,247,887

  • 2 · Grants to domestic individuals

    total $170,695 · program services $170,695

  • 3 · Grants to foreign organizations and individuals

    total $134,375 · program services $134,375

  • 5 · Compensation of officers, directors and key employees

    total $222,522 · program services $162,894 · management and general $32,951 · fundraising $26,677

  • 7 · Other salaries and wages

    total $1,988,341 · program services $1,455,571 · management and general $294,414 · fundraising $238,356

  • 8 · Pension plan contributions

    total $303,214 · program services $221,969 · management and general $44,897 · fundraising $36,348

  • 9 · Other employee benefits

    total $273,703 · program services $200,366 · management and general $40,527 · fundraising $32,810

  • 10 · Payroll taxes

    total $166,839 · program services $122,135 · management and general $24,704 · fundraising $20,000

  • 11b · Fees: legal

    total $445 · program services $332 · management and general $29 · fundraising $84

  • 11c · Fees: accounting

    total $63,606 · program services $47,496 · management and general $4,151 · fundraising $11,959

  • 11f · Fees: investment management

    total $379,280 · program services $283,216 · management and general $24,754 · fundraising $71,310

  • 11g · Fees: other

    total $43,545 · program services $32,516 · management and general $2,842 · fundraising $8,187

  • 12 · Advertising and promotion

    total $13,032 · program services $9,731 · management and general $851 · fundraising $2,450

  • 13 · Office expenses

    total $76,541 · program services $57,154 · management and general $4,996 · fundraising $14,391

  • 16 · Occupancy

    total $292,733 · program services $218,589 · management and general $19,106 · fundraising $55,038

  • 17 · Travel

    total $12,679 · program services $9,467 · management and general $828 · fundraising $2,384

  • 19 · Conferences, conventions and meetings

    total $20,489 · program services $15,769 · management and general $2,619 · fundraising $2,101

  • 22 · Depreciation, depletion and amortization

    total $34,601 · program services $25,838 · management and general $2,258 · fundraising $6,505

  • 23 · Insurance

    total $60,565 · program services $45,225 · management and general $3,953 · fundraising $11,387

  • 24a · Other expenses: PROGRAM EXPENSE

    total $339,601 · program services $339,601

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $110,199 · program services $82,288 · management and general $7,192 · fundraising $20,719

  • 24c · Other expenses: SERVICE CHARGES

    total $16,690 · program services $12,463 · management and general $1,089 · fundraising $3,138

  • 24d · Other expenses: BAD DEBTS

    total $8,027 · program services $5,994 · management and general $524 · fundraising $1,509

  • 24e · All other expenses

    total $7,023 · program services $5,245 · management and general $458 · fundraising $1,320

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,014,219 · end of year $1,175,017

  • 2 · Savings and temporary cash investments

    beginning of year $78,236 · end of year $713,394

  • 3 · Pledges and grants receivable

    beginning of year $96,961 · end of year $134,244

  • 4 · Accounts receivable

    beginning of year $41,299 · end of year $31,793

  • 9 · Prepaid expenses and deferred charges

    beginning of year $59,953 · end of year $48,292

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

    $693,273

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

    $399,795

  • 10c · Land, buildings and equipment, net

    beginning of year $198,670 · end of year $293,478

  • 11 · Investments: publicly traded securities

    beginning of year $38,101,705 · end of year $38,993,537

  • 15 · Other assets

    beginning of year $5,776,173 · end of year $6,166,010

  • 17 · Accounts payable and accrued expenses

    beginning of year $125,859 · end of year $151,924

  • 18 · Grants payable

    end of year $1,235

  • 19 · Deferred revenue

    beginning of year $7,620 · end of year $4,779

  • 25 · Other liabilities

    beginning of year $5,670,181 · end of year $5,188,541

  • 27 · Net assets without donor restrictions

    beginning of year $33,754,633 · end of year $35,986,717

  • 28 · Net assets with donor restrictions

    beginning of year $5,808,923 · end of year $6,222,569

Mission and programs · 2024

Mission

TO SUPPORT AND ENHANCE THE HEALTH, WELFARE, EDUCATION, SPIRITUAL LIFE, UNITY AND CONTINUITY IN THE JEWISH COMMUNITY OF TOLEDO AND SURROUNDING AREAS THROUGH SERVICES AND PROGRAMS.

Activities or mission (Part I)

PROVIDE PROGRAMS & SERVICES IN THE JEWISH COMMUNITY OF TOLEDO & SURROUNDING AREAS.

  • FOUNDATION AND OTHER FINANCIAL RESOURCE DEVELOPMENT:TO RAISE FUNDS FOR THE SHORT TERM AND LONG TERM FINANCIAL STABILITY OF THE JEWISH FEDERATION OF GREATER TOLEDO THROUGH THE ANNUAL CAMPAIGN AND THE FOUNDATION DONATIONS.

    Expenses $1,923,877 · Grants $815,994 · Revenue $395,222

  • JEWISH SENIOR, FAMILY & SOCIAL SERVICES:THROUGH A COMPREHENSIVE RANGE OF SERVICES, JSFSS HELPS SENIORS REMAIN INDEPENDENT AND CONNECTED TO THE COMMUNITY, REDUCES HUNGER, AND EMPOWERS CHILDREN TO THRIVE. MORE THAN 2,359 INDIVIDUALS RECEIVED FOOD, GOODS, AND OTHER PANTRY SERVICES DURING 876 APPOINTMENTS THROUGHOUT THE YEAR. ADDITIONALLY, 60+ JEWISH INDIVIDUALS AND FAMILIES RECEIVED AT-HOME TECHNOLOGY ASSISTANCE AND SMALL GROUP TRAINING. 675+ INDIVIDUALS PARTICIPATED IN JEWISH-RELATED VIRTUAL REALITY SESSIONS AND TECHNOLOGY-FOCUSED PROGRAMS. 250+ MEALS WERE DELIVERED TO COMMUNITY MEMBERS IN NEED OF SHORT-TERM NUTRITIONAL ASSISTANCE, INCLUDING MORE THAN $7,000 IN MITZVAH MEALS GRANTS. 5 CREATE & RELATE EVENTS EMBRACED 150+ ADULTS INTERESTED IN IMPROVING THEIR MENTAL HEALTH AND WELL-BEING. THE 2ND ANNUAL SENIOR EXPO SHINED. 360 FITNESS CLASSES WELCOMED 2,283 ATTENDEES. 300+ JEWISH SENIORS JOURNEYED NEAR AND FAR ENJOYING A CONNECTION TO THEATER, SPORTS, AND COMMUNITY. 800+ INDIVIDUALS RECEIVED ASSESSMENT, SUPPORT, SUBSIDIES, ADVOCACY, CARE MANAGEMENT, OR OTHER VITAL SERVICES THROUGH JSFSS. 500+ HOME AND FACILITY VISITS BY STAFF AND PATIENT ADVOCATES ENSURED NO ONE WAS LEFT IN THE SHADOWS. 250+ RIDES TO DOCTOR APPOINTMENTS, PHYSICAL THERAPY SESSIONS, CONGREGATIONAL SERVICES, COMMUNITY PROGRAMS, AND MORE PROVIDED RELIABILITY. WE ARE COMMITTED TO EXCELLENT OUTREACH AND INNOVATIVE SERVICE TO OUR COMMUNITY AND ADVOCACY FOR THE VULNERABLE. JSFSS PROVIDES ESSENTIAL PROGRAMS AND SERVICES THAT NOT ONLY ENHANCE AND STRENGTHEN THE LIVES OF CHILDREN, ADULTS, FAMILIES, AND SENIORS, BUT THE COMMUNITY AS A WHOLE.

    Expenses $989,577 · Grants $7,000

  • DEPARTMENT OF JEWISH PROGRAMS PROVIDES JEWISH PROGRAMS, EVENTS AND OPPORTUNITIES FOR THE JEWISH COMMUNITY OF TOLEDO FROM BIRTH AND BEYOND. SEEKS TO ENGAGE JEWISH FAMILIES IN ORDER TO ENHANCE THEIR JEWISH LIFE AND VALUES THROUGH PROGRAMMING WHICH INCLUDES SENDING OVER 1,500+ BOOKS TO 120+ CHILDREN THROUGH THE PJ LIBRARY PROGRAM, OVER 75 HOURS OF FAMILY ENGAGEMENT BROUGHT 300+ PARTICIPANTS TOGETHER THROUGH PLAYDATES AS WELL AS MUSIC, TUMBLING, ART, CULTURAL, AND HOLIDAY-BASED PROGRAMMING, LIGHTING THE WAY FOR JEWISH FAMILIES TO CONNECT AND GROW. 25+ FUTURE JEWISH LEADERS FROM BBYO PARTICIPATED IN LOCAL, REGIONAL, AND INTERNATIONAL PROGRAMS, STRENGTHENING THEIR JEWISH IDENTITY AND BUILDING CONNECTIONS THAT WILL SHINE FOR YEARS TO COME. INVESTING OVER $79,000 IN SENDING 44 CHILDREN TO OVERNIGHT JEWISH CAMP THROUGH THE EMOJI PROGRAM, SPOTLIGHTING 5 JEWISH AUTHORS AT THE JEWISH BOOK FESTIVAL, OTHER JEWISH HOLIDAY CELEBRATIONS, 12+ HOURS OF JEWISH CINEMA ILLUMINATED STORIES AND SPARKED MEANINGFUL CONVERSATION, AND MORE. THE LOCAL COMMUNITY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN IN CONJUNCTION WITH FUNDING FROM THE LONG-TERM RESOURCE DEVELOPMENT IN THE TOLEDO JEWISH COMMUNITY FOUNDATION IN ORDER TO CARRY OUT THESE NEEDS.

    Expenses $1,328,371 · Grants $729,963 · Revenue $195,201

  • JEWISH EDUCATION - GAN YELADIM PRESCHOOL:A HEBREW PRESCHOOL FROM 2 TO 5 YEARS ATTENDED BY MULTIPLE STUDENTS EACH YEAR. THE PRESCHOOL PROVIDES AN INTERACTIVE LEARNING ENVIRONMENT RICH IN EDUCATIONAL MATERIALS, REWARDING EXPERIENCES AND MEANINGFUL COMMUNICATION.

    Expenses $350,043 · Revenue $73,535

  • CEMETERY & PERPETUAL CARE:THE TOLEDO JEWISH COMMUNITY CEMETERY ASSOCIATION OPERATES TWO CEMETERIES. ONE CEMETERY IS LOCATED AT EAGLE POINT IN ROSSFORD, OHIO AND THE OTHER CEMETERY IS LOCATED AT BETH SHALOM CEMETERY IN OREGON, OHIO. WE HAD 24 BURIALS IN 2024. THE CARE OF OUR CEMETERIES IS DUE TO THE EFFORTS BY COMMITTED VOLUNTEERS THAT SERVE ALONG WITH THE EMPLOYEES.

    Expenses $314,948 · Revenue $112,270

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephen Rothschild

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $241,187
    From this org
    $198,505
    From related orgs
    $0
    Other
    $42,682
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $155,315
    Bonus
    $0
    Other
    $43,190
    Deferred
    $15,237
    Nontaxable benefits
    $27,445
    Filer's total
    $241,187
  • Laurie Gross

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 3 related
  • Mark Greenblatt

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • David Berland

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Chad Kripke

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Tamara Green

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Joel Beren

    LIFETIME HONOREE

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Rosemary Chaban

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Ross Chaban

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 3 related
  • Maara Fink-Hamilton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Lindsay Folkerth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Richard Greenblatt

    LIFETIME HONOREE

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Tom Kasle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Christina Katz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Matt Kripke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Marcy Kuehnle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Steve Nathanson

    LIFETIME HONOREE

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Mike Tamor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 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 · 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.

  • UJC HOLDINGS COMPANY INC

    501(C)(3) · SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND RELATED ORGS · OH · controlled entity

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

  • JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION

    501(C)(3) · SUPPORT SERVICES AND PROGRAMS FOR THE 55+ JEWISH COMMUNITY · OH · controlled entity

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

  • DONALD L SOLOMON FUND

    501(C)(3) · SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND PROGRAMS · OH · controlled entity

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

  • GARY AND ANDREA DELMAN FAMILY FOUNDATION

    501(C)(3) · SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO · OH · controlled entity

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

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.

  • TOLEDO JEWISH COMMUNITY CEMETERY ASSOCIATION

    CEMETERY · OH · income $107,361 · assets $294,043

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

Related corporations and trusts

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

  • ELLEN L WILLIAMS CHARITABLE REMAINDER UNITRUST

    T · CRUT · OH · controlled entity

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

  • JACK & KATHRYN GALLON CHARITABLE REMIANDER TRUST II

    T · CRUT · OH · controlled entity

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

  • THE JACK & KATHRYN GALLON CHARITABLE REMAINDER TRUST

    T · CRAT · OH · controlled entity

    Directly controlled by JEWISH FEDERATION OF GREATER TOLEDO

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202503049349302565

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