THE JEWISH FEDERATION OF SARASOTA-MANATEE INC

EIN: 591227747 501(c)(3) Philanthropy & Grantmaking

SARASOTA, FL

Total Revenue
$13,457,498
Total Expenses
$6,236,851
Total Assets
$62,748,988
Net Assets
$52,351,726
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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
FL
Principal Officer
SHEP ENGLANDER
Phone
9413714546
Tax Period
2023-01-01 to 2023-12-31

THE JEWISH FEDERATION OF SARASOTA-MANATEE INC, founded in 1970, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.5M in total revenue in fiscal year 2023. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.2M, a strong 54% operating margin.

Mission

TO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL.

Program Service Accomplishments

Program 1
Expenses: $1,491,445 Revenue: $26,660

ISRAEL, OVERSEAS, ADVOCACY AND COMMUNITY RELATIONS: THE JEWISH FEDERATION OF SARASOTA-MANATEE (JFSM) WORKS TO ADDRESS HUMAN AND EDUCATIONAL NEEDS IN ISRAEL AND OVER 70 COUNTRIES AROUND THE WORLD...

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ISRAEL, OVERSEAS, ADVOCACY AND COMMUNITY RELATIONS: THE JEWISH FEDERATION OF SARASOTA-MANATEE (JFSM) WORKS TO ADDRESS HUMAN AND EDUCATIONAL NEEDS IN ISRAEL AND OVER 70 COUNTRIES AROUND THE WORLD. EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * THE HELLER COMMUNITY RELATIONS COMMITTEE (CRC) WAS ESTABLISHED TO BUILD RELATIONSHIPS WITHIN THE JEWISH AND NON-JEWISH COMMUNITIES TO ADVANCE COMMON INTERESTS THROUGH EDUCATION AND ADVOCACY. THE CRC WORKS WITH OUR PARTNERS TO ADVOCATE FOR PEACE AND SECURITY IN ISRAEL, INCREASES COMMUNITY AWARENESS OF ISSUES AFFECTING THE AMERICAN JEWISH COMMUNITY AND ISRAEL; RAISES CONSCIOUSNESS OF, AND ACTIVELY CONFRONTS ANTISEMITISM ON A LOCAL AND GLOBAL LEVEL; AND, DIRECTLY ADDRESSES ANTI-ISRAEL ACTIVITIES IN SARASOTA-MANATEE. ** FEDERATION STAFF AND VOLUNTEERS BUILD PERSONAL RELATIONSHIPS WITH CLERGY, CIVIC, AND COMMUNITY LEADERSHIP ** THIS INITIATIVE HAS SPONSORED NUMEROUS SPEAKERS AND PROGRAMS AND FIVE INTERFAITH MISSIONS TO ISRAEL. * THE WOMEN'S GIVING CIRCLE IS MADE UP OF WOMEN IN THE SARASOTA-MANATEE AREA WHO ARE DEDICATED TO FUNDING PROJECTS DESIGNED TO IMPROVE THE LIVES OF WOMEN AND CHILDREN IN ISRAEL. MEMBERS MAKE A CONTRIBUTION AND HAVE A VOICE IN DETERMINING THE ALLOCATION OF FUNDS. HAVING JUST COMPLETED ITS NINTH YEAR, THE CIRCLE HAS 60 MEMBERS WHO, IN 2023, AWARDED EIGHT ORGANIZATIONS A TOTAL OF $39,000. AS AN EXAMPLE, TWO OF THE RECIPIENTS WERE DENTAL VOLUNTEERS IN ISRAEL, WHICH PROVIDES FREE DENTAL CARE FOR UKRAINIAN REFUGEE YOUTH AND THOSE GOING INTO THE ISRAEL DEFENSE FORCES, AND BEIT MICHA TEL AVIV, AN ORGANIZATION THAT CARES FOR OVER 700 INFANTS AND CHILDREN WITH HEARING LOSS, PROVIDING HEARING ASSIST DEVICES, COUNSELING FOR FAMILIES AND THERAPY FOR THE CHILDREN. * IMPACT THEATRE BEGAN IN AUGUST 2021 AND IS A COLLABORATIVE EDUCATIONAL EFFORT THAT CONNECTS AREA JEWISH AND AFRICAN AMERICAN TEENS TO BOTH HOLOCAUST SURVIVORS AND ELDER MEMBERS OF THE AFRICAN AMERICAN COMMUNITY WHO LIVED DURING SEGREGATION. INSPIRED BY THE LEGENDARY RELATIONSHIP BETWEEN MARTIN LUTHER KING, JR. AND RABBI ABRAHAM JOSHUA HESCHEL WHO TOGETHER MARCHED FOR CIVIL RIGHTS AND SOCIAL JUSTICE. IMPACT THEATRE'S EFFORTS STRENGTHEN THE COMMUNITIES IN SARASOTA-MANATEE AS HISTORY HAS CONCLUDED THAT THERE IS A STRONG SHARED LEGACY BETWEEN THE TWO. AFTER PROGRAM PROVIDED TRAINING, 10 JEWISH TEENS INTERVIEWED 10 AFRICAN AMERICAN ELDERS AND 10 AFRICAN AMERICAN TEENS INTERVIEWED 10 HOLOCAUST SURVIVORS. THESE INTERVIEWS TOOK PLACE DURING THE 2023-2024 SCHOOL YEAR, ALONG WITH MONTHLY MEETINGS FOR THE TEENS TO DEBRIEF WITH PROGRAM STAFF TO PROCESS THEIR FIRST-HAND LEARNING FROM THESE SURVIVORS WHO BORE WITNESS TO THE SUFFERING FROM THE OPPRESSION, SEGREGATION, AND PERSECUTION. AT THE END OF THE SCHOOL YEAR, A CULMINATING INTERPRETIVE PERFORMANCE PRESENTATION OF EACH OF THE 20 STORIES WAS HELD. * OVERSEAS GRANTS: ** AMERICAN FRIENDS OF LEKET ISRAEL: THIS GRANT SUPPORTED LEKET'S FOOD RESCUE EFFORTS AS WELL AS A PROGRAM TO ASSIST FARMERS WHOSE FARMS WERE DAMAGED AS A RESULT OF THE OCTOBER 7TH TERRORIST ATTACKS IN ISRAEL. ** NEVE MICHAEL CHILDREN'S VILLAGE: THIS GRANT PROVIDED PERSONAL ARRIVAL PACKAGES FOR THE NEVE MICHAEL CHILDREN'S EMERGENCY CRISIS CENTER. CHILDREN TYPICALLY ARRIVE THERE WITH ONLY THE CLOTHING ON THEIR BACKS, AND OFTEN TIMES IN THEIR PAJAMAS. THESE PERSONAL APPROVAL PACKAGES PROVIDE CHILDREN WITH NEW PAJAMAS, UNDER GARMENTS, CLOTHING AND TOILETRIES.

Program 2
Expenses: $732,233 Revenue: $160,396

JEWISH EDUCATION AND PROGRAMMING:THE FEDERATION, IN COOPERATION WITH AREA SYNAGOGUES AND ORGANIZATIONS, OFFERS A WIDE RANGE OF INSPIRING OPPORTUNITIES THAT ENABLE TEENAGERS, ADULTS AND FAMILIES TO...

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JEWISH EDUCATION AND PROGRAMMING:THE FEDERATION, IN COOPERATION WITH AREA SYNAGOGUES AND ORGANIZATIONS, OFFERS A WIDE RANGE OF INSPIRING OPPORTUNITIES THAT ENABLE TEENAGERS, ADULTS AND FAMILIES TO BECOME CONFIDENT AND COMFORTABLE LIFELONG JEWISH LEARNERS. THE FEDERATION PROVIDES A WIDE RANGE OF JEWISH PROGRAMS THROUGHOUT THE TWO-COUNTY AREA. THIS CATEGORY INCLUDES PROGRAMS CELEBRATING JEWISH HOLIDAYS, OUTREACH EFFORTS TO THE UNAFFILIATED AND ADULT PROGRAMS FOR ALL AGES AND INTERESTS. LOCALLY, THE FEDERATION CONDUCTS OUTREACH WITHIN THE JEWISH AND GENERAL COMMUNITIES, FOSTERING ISRAEL EDUCATION AND AWARENESS AND PROVIDES A FORUM FOR DEALING WITH ANTISEMITISM.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * YOUTH GRANTS ** JEWISH SUMMER OVERNIGHT CAMP GRANTS: STUDIES HAVE PROVEN, OVERWHELMINGLY, THAT JEWISH CAMPING EXPERIENCES SERVE AS A CRITICAL TOOL IN JEWISH CONTINUITY EFFORTS. IN AN EFFORT TO ENCOURAGE AREA FAMILIES TO SEND THEIR CHILDREN TO JEWISH CAMPS, THE JEWISH FEDERATION OF SARASOTA-MANATEE WAS THRILLED TO AWARD $60,985 TO 32 STUDENTS IN INCENTIVE GRANTS AND FINANCIAL ASSISTANCE GRANTS IN 2023. CHILDREN FROM SARASOTA-MANATEE ATTENDED JEWISH OVERNIGHT CAMPS SUCH AS CAMP RAMAH DAROM, CAMP BARNEY MEDINTZ, CAMP JUDEA, CAMP COLEMAN, CAMP BLUE STAR AND KUTZ CAMP. ** S.K.I.P. SCHOLARSHIPS TO SEND KIDS TO ISRAEL PROGRAM: A SUBSIDY OF $12,500 WAS AWARDED TO ENSURE TEENS AND YOUNG ADULTS ARE ABLE TO TRAVEL TO ISRAEL, THIS PROGRAM IS AN IMPORTANT PART OF THE FEDERATION'S COMMITMENT TO CONTINUITY AND IDENTITY FOR OUR COMMUNITY. ** RELIGIOUS SCHOOL SCHOLARSHIPS - FEDERATION PROVIDED 76 RELIGIOUS SCHOOL SCHOLARSHIPS TOTALING $30,000. ** COLLEGE SCHOLARSHIPS - FEDERATION PROVIDED 8 COLLEGE SCHOLARSHIPS TOTALING $50,000. * O FEDERATION-SPONSORED COMMUNITY-WIDE EDUCATIONAL AND CULTURAL PROGRAMS THAT ENSURE A STRONG JEWISH IDENTITY AND TO HELP BUILD A DYNAMIC AND ENGAGED JEWISH COMMUNITY FOR GENERATIONS TO COME. PROGRAMS FEATURE SPEAKERS ON A WIDE VARIETY OF TOPICS. * " SINCE ITS INCEPTION THE FEDERATION'S PJ LIBRARY PROGRAM HAS ENABLED OVER 500 FAMILIES WITH CHILDREN AGES 6 MONTHS TO 12 YEARS TO RECEIVE A MONTHLY MAILING OF JEWISH CHILDREN'S BOOKS, CDS, OR THE OCCASIONAL PARENT BOOK, FOR ONE YEAR. EACH BOOK AND CD CAME WITH GUIDES TO HELP FAMILIES USE THE SELECTION IN THEIR HOMES. BOOK AND MUSIC LISTS WERE CHOSEN BY THE FOREMOST EARLY-CHILDHOOD EXPERTS. THE LIST INCLUDES THEMES SUCH AS JEWISH HOLIDAYS, FOLKTALES AND JEWISH FAMILY LIFE. * " THE JEWISH FILM FESTIVAL, THE JEWISH FEDERATION'S LARGEST SINGLE OUTREACH PROGRAM, PROVIDES SCREENINGS OF FILMS AND EVENTS FOR THE ENTIRE COMMUNITY ON TOPICS THAT APPEAL TO A BROAD RANGE OF INTERESTS, AGES AND POINTS OF VIEW. MORE THAN 1,000 PEOPLE ATTENDED THE 2023 JEWISH FILM FESTIVAL. * THE FEDERATION HONORS ITS COMMITMENT TO HOLOCAUST EDUCATION THROUGH: ** THE SPEAKERS BUREAU, WHICH ADDRESSES ISSUES PERTAINING TO HOLOCAUST EDUCATION IN LOCAL PUBLIC AND PRIVATE SCHOOLS FOR THOUSANDS OF STUDENTS; ALONG WITH SPEAKING AT ROTARY CLUBS, TEMPLES AND CHURCHES REACHING HUNDREDS OF ADULTS AND STUDENTS. ** THE ANNUAL CHANUKAH SURVIVORS LUNCHEON, WHICH TREATED OVER 100 LOCAL AREA HOLOCAUST SURVIVORS TO A BEAUTIFUL CHANUKAH CELEBRATION LUNCHEON AS WE PAID TRIBUTE TO THEIR INNER STRENGTH, COURAGE, STAMINA, AND REMARKABLE DEDICATION TO OUR TRADITIONS. ** AND FEDERATION-SPONSORED HOLOCAUST EDUCATION PROGRAMS THROUGHOUT THE COMMUNITY, INCLUDING A KRISTALLNACHT COMMEMORATION, A YOM HASHOAH HOLOCAUST REMEMBRANCE DAY PROGRAM, AND AN INTERNATIONAL HOLOCAUST REMEMBRANCE DAY PROGRAM.

Program 3
Expenses: $883,448

SARASOTA-MANATEE JEWISH SAFETY NET PROGRAMS:THE FEDERATION WORKS TO ENSURE THAT BASIC NEEDS SUCH AS FOOD AND SHELTER ARE MET, AS WE WORK FOR THE SOCIAL, EMOTIONAL AND FINANCIAL WELL-BEING OF JEWS IN...

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SARASOTA-MANATEE JEWISH SAFETY NET PROGRAMS:THE FEDERATION WORKS TO ENSURE THAT BASIC NEEDS SUCH AS FOOD AND SHELTER ARE MET, AS WE WORK FOR THE SOCIAL, EMOTIONAL AND FINANCIAL WELL-BEING OF JEWS IN SARASOTA-MANATEE.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * JEWISH HEALING PROGRAM: THE FEDERATION PROVIDES A SIGNIFICANT PORTION OF THE FUNDING FOR THE JEWISH HEALING PROGRAM, WHICH IS IMPLEMENTED BY JFCS. EACH MONTH VOLUNTEERS PROVIDE DIRECT COMMUNITY SERVICES TO THE JEWISH COMMUNITY, INCLUDING BIKKOR CHOLIM (VISIT THE SICK), BEREAVEMENT SERVICES, COMMUNITY RELIGIOUS OUTREACH (TO SENIORS IN NURSING HOMES AND ASSISTED LIVING FACILITIES), PRISON MINISTRY AND DOULA (END-OF-LIFE) SERVICES. MORE THAN 1,000 CONTACTS WERE MADE WITH THE JEWISH COMMUNITY, HELPING THE MOST AT-RISK AND ISOLATED TO RECEIVE SPIRITUAL GUIDANCE AND MUCH-NEEDED HUMAN CONTACT. * DIRECT SUPPORT FOR 115 HOLOCAUST SURVIVORS: THE FEDERATION UNDERWRITES THE COST OF ONE CASE MANAGER AT JFCS WHO IS RESPONSIBLE FOR PROVIDING A VARIETY OF SERVICES TO OUR AREA HOLOCAUST SURVIVORS. * RELIGIOUS OUTREACH: JEWISH HOLIDAYS: THE JEWISH FEDERATION FUNDED JEWISH HOLIDAY CELEBRATIONS THROUGHOUT THE YEAR WHICH WERE HELD IN PERSON AND VIA ZOOM FOR APPROXIMATELY 10 SENIOR LIVING FACILITIES WITH MORE THAN 250 PARTICIPANTS; THIS PROGRAM IS RUN BY THE COMMUNITY CHAPLAIN AND JFCS VOLUNTEERS. * COMMUNITY EMERGENCY ASSISTANCE FUND: THE FEDERATION PROVIDED CLOSE TO $30,000 IN EMERGENCY FUNDING FOR 138 LOCAL JEWISH CLIENTS IN NEED FOR RENT, UTILITIES AND FOOD. THE PROGRAM IS ADMINISTERED THROUGH JFCS. * CARING FOR THE JEWISH ELDERLY: THE FEDERATION PROVIDES BASIC HUMAN NEEDS SUCH AS FOOD, MEDICINES AND HOME CARE FOR THOUSANDS OF ELDERLY JEWS IN THE FORMER SOVIET UNION RECEIVE THROUGH THE JEWISH JOINT DISTRIBUTION COMMITTEE.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,566,258
Program Service Revenue $190,522
Investment Income $-476,282
Other Revenue $177,000
TOTAL REVENUE $13,457,498

Expense Breakdown

Grants Paid $1,178,912
Salaries & Benefits $2,991,100
Fundraising Expenses $1,452,034
Program Expenses $4,171,341
Other Expenses $1,909,897
TOTAL EXPENSES $6,236,851

Year-over-Year Comparison

2023 2022 Change
Revenue $13,457,498 $6,180,465 +1.2%
Expenses $6,236,851 $6,344,475 0.0%
Net Income $7,220,647 $-164,010 -45.0%
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
35
Independent Members
35
Employees
42
Volunteers
380

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
12
$728,036
Total Directors
35
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA ACKERMAN DIRECTOR 1.00
Director
$0 $0 $0
TOM BERNSTEIN DIRECTOR 1.00
Director
$0 $0 $0
VERONICA BRADY DIRECTOR 1.00
Director
$0 $0 $0
DAVID CHAIFETZ DIRECTOR 1.00
Director
$0 $0 $0
MARY COLLIER AT LARGE 1.00
Director
$0 $0 $0
LAUREN FINEMAN DIRECTOR 1.00
Director
$0 $0 $0
JUDY FOX DIRECTOR 1.00
Director
$0 $0 $0
DAVID FRIED DIRECTOR 1.00
Director
$0 $0 $0
ROZ GOLDBERG AT LARGE 1.00
Director
$0 $0 $0
MARY GRATEHOUSE DIRECTOR 1.00
Director
$0 $0 $0
LARRY GREENSPON DIRECTOR 1.00
Director
$0 $0 $0
JULIE WRIGHT HALBERT DIRECTOR 1.00
Director
$0 $0 $0
DR LEW HANAN DIRECTOR 1.00
Director
$0 $0 $0
LARRY HASPEL DIRECTOR 1.00
Director
$0 $0 $0
BOB ISRAELOFF DIRECTOR 1.00
Director
$0 $0 $0
DEB KABINOFF DIRECTOR 1.00
Director
$0 $0 $0
SIMONE KNEGO DIRECTOR 1.00
Director
$0 $0 $0
JAIME MARCO AT LARGE 1.00
Director
$0 $0 $0
DAVID MILLSTONE DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL RITTER AT LARGE 1.00
Director
$0 $0 $0
AARON RUBEN DIRECTOR 1.00
Director
$0 $0 $0
DAN SHUGAR DIRECTOR 1.00
Director
$0 $0 $0
ALAN SILVERGLAT DIRECTOR 1.00
Director
$0 $0 $0
ANNE SPINDEL DIRECTOR 1.00
Director
$0 $0 $0
LOIS STULBERG DIRECTOR 1.00
Director
$0 $0 $0
PATTI WERTHEIMER DIRECTOR 1.00
Director
$0 $0 $0
LARRY ZASLAVSKY DIRECTOR 1.00
Director
$0 $0 $0
RANDON CARVEL IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
BRUCE S UDELL PRESIDENT 1.00
Officer Director
$0 $0 $0
STACY HANAN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
WAYNE RUBEN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JOEL MORGANROTH VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MEL TAUB VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MARK SMOTKIN TREASURER 1.00
Officer Director
$0 $0 $0
MARSHA EISENBERG SECRETARY/GOVERNANCE OFFIC 1.00
Officer Director
$0 $0 $0
SHEP ENGLANDER CEO 50.00
Officer
$314,333 $61,624 $375,957
VICTORIA TIUTYAMA CFO TO SEPT 1 2023 50.00
Officer
$90,410 $33,974 $124,384
NICOLE M COYNE CFO EFF SEPT 5 2023 50.00
Officer
$36,141 $9,064 $45,205
KIMBERLY J ADLER CHIEF OPERATING OFFICER 50.00
Officer
$141,967 $40,523 $182,490
HERMIONE GILPIN CHIEF ADVANCEMENT OFFICER 50.00
Highest
$137,113 $18,921 $156,034
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 $13,457,498 $6,236,851 $62,748,988 $7,220,647
2022 $6,180,465 $6,344,475 $43,885,659 $-164,010
2021 $7,687,191 $5,995,533 $47,399,713 $1,691,658
2020 $13,094,026 $6,295,262 $45,063,997 $6,798,764
2019 $12,508,829 $6,449,034 $38,119,581 $6,059,795
2018 $11,986,223 $6,113,627 $30,409,769 $5,872,596
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