PLATINUM2024

Jewish Community Foundation of Southern Arizona

Today. Tomorrow. Always.

aka JCFSA   |   TUCSON, AZ   |  http://www.jparizona.org
GuideStar Charity Check

Jewish Community Foundation of Southern Arizona

EIN: 86-0718936


Mission

To achieve the full potential of Jewish philanthropy, now and for future generations.

Notes from the nonprofit

Jewish Community Foundation, a subsidiary of Jewish Philanthropies of Southern Arizona, continues its trusted, donor-centered planning with individuals, families, and organizations to bring philanthropic visions to life.

Ruling year info

1993

Principal Officer

Emily Richman

Main address

3718 E River Road, Ste 118

TUCSON, AZ 85718 USA

Show more contact info

EIN

86-0718936

Subject area info

Foundations

Community and economic development

Population served info

Adults

Jewish people

Low-income people

Refugees and displaced people

NTEE code info

Community Foundations (T31)

Private Grantmaking Foundations (T20)

Fund Raising and/or Fund Distribution (S12)

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

JPSA and our subsidiaries organizations the Jewish Community Foundation (JCF) and Jewish Federation of Southern Arizona support and sustain the Jewish and broader community in Southern Arizona. The Jewish Community Foundation is focused on addressing current and future community needs. JCF recognizes that we must continue to engage and inspire donors to make investments today that will ensure our tomorrow. .

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Jewish Community Foundation of Southern Arizona

Empowering individuals, families, and organizations to invest in a stronger Jewish and global communities for today and tomorrow.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Jewish Community Foundation of Southern Arizona

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The Jewish Community Foundation's goal is to inspire donors - individuals, families, and nonprofits, to open and contribute to JCF funds, amplifying their ability to give to the causes and organizations they are passionate about. Essiential funding from JCF endowment and donor advised funds, enables nonprofit organizations to provide critical resources, education, support to build and strengthen our commpunity.

Our stragegies include communication, outreach, and education of our donors and potential donors about the power of creating a legacy and supporting the causes individuals, families, and organiziations care about. Partner with the Jewish Federation of Southern Arizona (JFSA) under the auspices of Jewish Philanthropies of Southern Arizona has enabled JCF to enhance its ability to connect and collaborate with community members and community organizations.

JCF has a proven and trusted trackrecord of providing a donor-focused and highly personalized approach to philanthropy. JCF's talented professionals strenthen the organization's ability to achieve its goals of growing funds and donors to achieve the full potential of Jewish philanthropy in Southern Arizona, now and for future generations. JCF provides expert guidance, education, reporting, and fund management and provides a variety of options for charitable and planned giving.

JCF's impact continues to grow year over year. At the end of 2022, JCF hele more than $154 million in total assets.
More than $12.1 million in grants and distributions were made last year through donor advised funds, individual endowment and organization funds. and over 500 non profits in our community and around the world received support from the generosity of JCF fund holders.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

Jewish Community Foundation of Southern Arizona
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

2.59

Average of 2.82 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

17.6

Average of 12.9 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

25%

Average of 19% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Jewish Community Foundation of Southern Arizona

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Jewish Community Foundation of Southern Arizona

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Jewish Community Foundation of Southern Arizona

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Jewish Community Foundation of Southern Arizona’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $974,458 $13,357,150 $342,679 $22,652,007 -$987,287
As % of expenses 9.6% 132.1% 2.3% 205.9% -4.9%
Unrestricted surplus (deficit) after depreciation $966,319 $13,349,049 $340,382 $22,649,727 -$1,005,708
As % of expenses 9.5% 132.0% 2.3% 205.9% -5.0%
Revenue composition info
Total revenue (unrestricted & restricted) $20,028,674 $17,779,353 $14,250,629 $29,193,344 $29,048,843
Total revenue, % change over prior year 64.5% -11.2% -19.8% 104.9% -0.5%
Program services revenue 1.0% 1.5% 2.8% 1.1% 0.9%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 8.5% 8.3% 7.8% 21.8% 7.5%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 58.2% 78.8% 78.6% 74.3% 85.1%
Other revenue 32.2% 11.4% 10.8% 2.8% 6.5%
Expense composition info
Total expenses before depreciation $10,147,047 $10,107,777 $14,887,899 $11,000,542 $20,081,986
Total expenses, % change over prior year -30.3% -0.4% 47.3% -26.1% 82.6%
Personnel 7.4% 8.4% 5.9% 7.5% 3.8%
Professional fees 4.0% 3.4% 2.5% 3.2% 2.1%
Occupancy 1.0% 1.1% 0.8% 0.2% 0.1%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 80.0% 79.7% 86.0% 87.9% 93.0%
All other expenses 7.5% 7.4% 4.8% 1.2% 1.0%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $10,155,186 $10,115,878 $14,890,196 $11,002,822 $20,100,407
One month of savings $845,587 $842,315 $1,240,658 $916,712 $1,673,499
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $71,400 $13,100 $0
Total full costs (estimated) $11,000,773 $10,958,193 $16,202,254 $11,932,634 $21,773,906

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 10.5 18.2 17.7 35.2 17.6
Months of cash and investments 108.2 123.4 89.0 149.5 81.9
Months of estimated liquid unrestricted net assets 74.2 90.3 61.6 108.0 58.6
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $8,919,258 $15,354,021 $22,019,340 $32,260,326 $29,370,323
Investments $82,578,354 $88,609,381 $88,425,024 $104,746,787 $107,670,672
Receivables $3,102,347 $1,934,604 $2,007,283 $1,991,618 $75,000
Gross land, buildings, equipment (LBE) $125,476 $125,476 $196,876 $207,974 $152,403
Accumulated depreciation (as a % of LBE) 88.7% 95.1% 61.8% 58.6% 50.8%
Liabilities (as a % of assets) 26.7% 25.7% 27.8% 26.9% 26.6%
Unrestricted net assets $62,754,538 $76,103,587 $76,443,969 $99,093,696 $98,087,988
Temporarily restricted net assets $5,417,948 N/A N/A N/A N/A
Permanently restricted net assets $6,851,072 N/A N/A N/A N/A
Total restricted net assets $12,269,020 $13,847,398 $15,059,477 $16,314,729 $15,056,384
Total net assets $75,023,558 $89,950,985 $91,503,446 $115,408,425 $113,144,372

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Principal Officer

Emily Richman

Chief Development Officer Emily Richman is currently serving as Interim CEO of Jewish Philanthropies of Southern Arizona (JPSA), comprised of Jewish Community Foundation and the Jewish Federation. Richman joined JPSA in January, 2022, after 18 years with the Jewish Federation of Greater Pittsburgh. “Taking on this important community position is a true honor,” said Richman. “I am excited to continue engaging with our community members including those who may have gravitated away from our organization over time. We are looking forward to bringing back opportunities to connect through programming and volunteerism.”

Number of employees

Source: IRS Form 990

Jewish Community Foundation of Southern Arizona

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

Jewish Community Foundation of Southern Arizona

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Jewish Community Foundation of Southern Arizona

Board of directors
as of 03/13/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Liz Kanter Groskind

Liz Kanter-Groskind

Jeff Artzi

Lisa Lovallo

Isaac Rothschild

Anne Hameroff

Bruce Ash

Alec Berens

Andrew Comrie

Elizabeth Friman

Danny Gasch

Leah Geistfeld

Adam Goldstein

Ron Grant

Jeff Jacobson

Susan Jacobson

Emily Lazarus

Steve Rosenberg

Aaron Rottenstein

Jeremy Sharpe

Scott Sheftel

Ben Silverman

Sarah Singer

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 6/15/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 06/15/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.