JEWISH COMMUNITY FOUNDATION OF NM

EIN: 464161463 501(c)(3) Philanthropy & Grantmaking

ALBUQUERQUE, NM

Total Revenue
$915,693
Total Expenses
$798,209
Total Assets
$9,421,909
Net Assets
$5,195,898
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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
NM
Principal Officer
ERIKA RIMSON
Phone
5053484472
Tax Period
2023-01-01 to 2023-12-31

JEWISH COMMUNITY FOUNDATION OF NM, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $916K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $798K left a modest 13% surplus.

Mission

TO BUILD AND PERPETUATE SUPPORT FOR A VIBRANT, CARING JEWISH COMMUNITY THROUGH PARTNERSHIPS WITH DONORS AND ORGANIZATIONS. THE FOUNDATION RECEIVES, ADMINISTERS AND DISPOSES OF FUNDS FOR CHARITABLE PURPOSES.

Program Service Accomplishments

Program 1
Expenses: $713,150 Revenue: $44,132

THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH...

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THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH PROFESSIONAL ADVISORS, FUND INVESTMENT, MANAGEMENT AND REPORTING. IN ADDITION, THE FOUNDATION SHARES EDUCATIONAL INFORMATION ABOUT CHARITABLE/LEGACY PLANNING, FUNDING IDEAS AND CHARITABLE OPPORTUNITIES IN THE JEWISH AND BROADER COMMUNITIES.ACCOMPLISHMENTS INCLUDE:FOUNDATION DISTRIBUTED GRANTS FROM NET ASSETS TOTALING $647,931 TO 162 CHARITABLE ORGANIZATIONS. GRANTS ADDRESSED NEEDS IN A VARIETY OF AREAS INCLUDING HEALTH, HUMAN SERVICES, EDUCATION, RELIGION, CULTURE, ENVIRONMENT, IMMIGRANT AND REFUGEE ASSISTANCE, AND THE ARTS. FOUR COLLEGE SCHOLARSHIPS, FIFTEEN CAMP SCHOLARSHIPS, AND ONE ISRAEL EXPERIENCE SCHOLARSHIP WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH.FOUNDATION STAFF HELPED EDUCATE THE JEWISH COMMUNITY ABOUT CHARITABLE PLANNING AND WORKED WITH DONORS TO DEVELOP LEGACY PLANS AND OPEN FUNDS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES NOW AND INTO THE FUTURE. FOUNDATION EXTENDED ITS PARTICIPATION IN THE LIFE & LEGACY ENDOWMENT DEVELOPMENT PROGRAM IN PARTNERSHIP WITH HAROLD GRINSPOON FOUNDATION. LIFE & LEGACY, A PROVEN, SUCCESSFUL INITIATIVE IN 65 OTHER COMMUNITIES THROUGHOUT NORTH AMERICA, PROMOTES AFTER-LIFETIME GIVING TO BENEFIT JEWISH ORGANIZATIONS. THE PROGRAM EMPHASIZES STEWARDSHIP AND FORMALIZATION OF LEGACY GIFTS AND PROMOTES A COLLABORATIVE APPROACH THAT STRENGTHENS THE ENTIRE COMMUNITY. NINE JEWISH ORGANIZATIONS (6 IN ALBUQUERQUE, 2 IN SANTA FE, AND 1 IN LOS ALAMOS) ARE PARTICIPATING. AS OF DECEMBER 31, 2023, THE PROGRAM HAD GENERATED LEGACY GIFTS WITH AN ESTIMATED VALUE OF $6.6 MILLION AND $920,000 OF REALIZED ENDOWMENT GIFTS. FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $411,922
Program Service Revenue $44,132
Investment Income $460,729
Other Revenue $-1,090
TOTAL REVENUE $915,693

Expense Breakdown

Grants Paid $647,931
Salaries & Benefits $51,255
Fundraising Expenses $20,529
Program Expenses $713,150
Other Expenses $99,023
TOTAL EXPENSES $798,209

Year-over-Year Comparison

2023 2022 Change
Revenue $915,693 $1,591,364 -0.4%
Expenses $798,209 $647,205 +0.2%
Net Income $117,484 $944,159 -0.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
17
Independent Members
17
Employees
1
Volunteers
20

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$47,520
Total Directors
18
$47,520
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIKA RIMSON Executive Dir. 30.00
Officer Director
$47,520 $0 $47,520
HARVEY BUCHALTER Director 1.00
Director
$0 $0 $0
LISA FRIEDMAN Director 1.00
Director
$0 $0 $0
CHARLES BUXBAUM Director 1.00
Director
$0 $0 $0
SARAH NEWMAN SECRETARY/DIR 1.00
Director
$0 $0 $0
BOB DAVIS TREASURER/DIR 2.00
Officer Director
$0 $0 $0
GRACE ALLISON Director 1.00
Director
$0 $0 $0
JOANNA COLANGELO Director 1.00
Director
$0 $0 $0
MICHAEL WALD Director 1.00
Director
$0 $0 $0
KEN WARNER Director 1.00
Director
$0 $0 $0
MARCI POWERS Director 1.00
Director
$0 $0 $0
RON WINGER Director 1.00
Director
$0 $0 $0
SARAH WINGER Director 1.00
Director
$0 $0 $0
JANE WISHNER Director 1.00
Director
$0 $0 $0
STEVEN ROGERS Director 1.00
Director
$0 $0 $0
JUDITH ZABEL SECRETARY/DIR 2.00
Officer Director
$0 $0 $0
JAY ROSENBLUM CHAIR/DIRECTOR 2.00
Officer Director
$0 $0 $0
DAN NEWMAN CHAIR/DIRECTOR 2.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $915,693 $798,209 $9,421,909 $117,484
2022 $1,591,364 $647,205 $8,901,640 $944,159
2021 $1,227,176 $476,323 $9,633,327 $750,853
2020 $991,138 $518,715 $7,720,871 $472,423
2019 $1,136,075 $362,450 $6,361,374 $773,625
2018 $481,424 $402,825 $5,022,895 $78,599
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