JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA INC

EIN: 590637864 501(c)(3) Philanthropy & Grantmaking

JACKSONVILLE, FL

Total Revenue
$8,639,557
Total Expenses
$3,652,654
Total Assets
$48,184,664
Net Assets
$21,821,768
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Principal Officer
HALEY TRAGER
Phone
9044485000
Tax Period
2024-07-01 to 2025-06-30

JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA INC, founded in 1977, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.6M in total revenue in fiscal year 2024. The organization ran a surplus of $5.0M, a strong 58% operating margin.

Mission

THE PURPOSE OF THE FEDERATION IS TO CONDUCT COMMUNITY FUNDRAISING & RESOURCE DEVELOPMENT AND ALLOCATE FEDERATION FUNDS TO PROGRAMS & SERVICES THAT ADDRESS JEWISH NEEDS & RESPONSIBILITIES CONSISTENT WITH THE ORGANIZATIONS & THE COMMUNITYS POLICIES & PRIORITIES. THROUGH AN ALLOCATION PROCESS, FEDERATION CAMPAIGN DOLLARS ARE DISTRIBUTED FAIRLY & EQUITABLY. THE FEDERATION ALSO ENCOURAGES INDIVIDUALS AND FAMILIES TO PARTICIPATE IN THE LEGACY OF THE COMMUNITY BY CREATING ENDOWMENT FUNDS, DONOR ADVISED FUNDS,ESTABLISH PLANNED GIFTS AND MORE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,181,749
Program Service Revenue $436,855
Investment Income $2,020,953
Other Revenue $0
TOTAL REVENUE $8,639,557

Expense Breakdown

Grants Paid $1,180,553
Salaries & Benefits $1,089,570
Fundraising Expenses $533,135
Program Expenses $2,641,908
Other Expenses $1,382,531
TOTAL EXPENSES $3,652,654

Year-over-Year Comparison

2024 2023 Change
Revenue $8,639,557 $8,357,259 +0.0%
Expenses $3,652,654 $6,399,039 -0.4%
Net Income $4,986,903 $1,958,220 +1.5%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
32
Independent Members
32
Employees
8
Volunteers
N/A

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
2
$0
Total Directors
33
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBBIE BANKS SECRETARY N/A
Director
$0 $0 $0
SHYLIE BANNON DIRECTOR N/A
Director
$0 $0 $0
HOWARD BORER DIRECTOR N/A
Director
$0 $0 $0
NICOLE BROWN DIRECTOR N/A
Director
$0 $0 $0
SUSAN DUBOW DIRECTOR N/A
Director
$0 $0 $0
RABBI YAAKOV FISCH DIRECTOR N/A
Director
$0 $0 $0
KIM GLASGAL DIRECTOR N/A
Director
$0 $0 $0
RABBI MAYA GLASSER DIRECTOR N/A
Director
$0 $0 $0
STEPHEN MARK GOLDMAN VICE PRESIDE N/A
Director
$0 $0 $0
ALLISON JACOBS VICE PRESIDE N/A
Director
$0 $0 $0
ERICA JOLLES DIRECTOR N/A
Director
$0 $0 $0
GLORI KATZ DIRECTOR N/A
Director
$0 $0 $0
MARK KRAEMER DIRECTOR N/A
Director
$0 $0 $0
IRIS KRAMER VICE PRESIDE N/A
Director
$0 $0 $0
RABBI JONATHAN LUBLINER DIRECTOR N/A
Director
$0 $0 $0
BEN MARSH DIRECTOR N/A
Director
$0 $0 $0
RABBI MICHAEL MATUSON DIRECTOR N/A
Director
$0 $0 $0
DANIEL MILLER DIRECTOR N/A
Director
$0 $0 $0
JENNIFER PLOTKIN DIRECTOR N/A
Director
$0 $0 $0
NOAH POZIN TREASURER N/A
Director
$0 $0 $0
RONALD RETTNER DIRECTOR N/A
Director
$0 $0 $0
JONATHAN RICHMOND DIRECTOR N/A
Director
$0 $0 $0
MERYL RITTENBERG DIRECTOR N/A
Director
$0 $0 $0
JEANINE ROGOZINSKI DIRECTOR N/A
Director
$0 $0 $0
JEFF ROOD DIRECTOR N/A
Director
$0 $0 $0
DIANE ROTHSTEIN VICE PRESIDE N/A
Director
$0 $0 $0
DIANE ROTHSTEIN DIRECTOR N/A
Director
$0 $0 $0
SOPHIE ROTHSTEIN DIRECTOR N/A
Director
$0 $0 $0
TAMMY SHUMER DIRECTOR N/A
Director
$0 $0 $0
STEVE SILVERMAN VICE PRESIDE N/A
Director
$0 $0 $0
BRANDON SUGG DIRECTOR N/A
Director
$0 $0 $0
HALEY TRAGER PRESIDENT N/A
Director
$0 $0 $0
SANDY ZIMMERMAN VICE PRESIDE N/A
Director
$0 $0 $0
MARIAM S FEIST EXECUTIVE DI N/A
Officer
$0 $0 $0
KELLIE ANN KELLEHER-SMITH FOUNDATION D N/A
Officer
$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
2025 $8,639,557 $3,652,654 $48,184,664 $4,986,903
2024 $8,357,259 $6,399,039 $44,672,507 $1,958,220
2023 $6,014,226 $4,588,543 $42,255,526 $1,425,683
2022 $7,461,241 $3,984,922 $37,837,822 $3,476,319
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