JEWISH FEDERATION OF SOUTHERN ARIZONA (EIN 860096795) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

JEFF ARTZI

Phone

5205779393

Tax Period

2024-01-01 to 2024-12-31

JEWISH FEDERATION OF SOUTHERN ARIZONA, founded in 1947, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.9M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $23.3M represent 47 months of operating reserves.

Mission

JEWISH PHILANTHROPIES OF SOUTHERN ARIZONA (JPSA) IS COMMITTED TO ACHIEVING THE FULL POTENTIAL OF JEWISH PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. COMPRISED OF JEWISH FEDERATION OF SOUTHERN ARIZONA (JFSA OR FEDERATION) AND JEWISH COMMUNITY FOUNDATION (JCF), JPSA PROVIDES PLANNING, VISION, PROGRAMMING, AND FUNDING TO ADDRESS COMMUNITY-WIDE PRIORITIES INCLUDING JEWISH ENGAGEMENT, EDUCATION, OUTREACH, SECURITY, AND ADVOCACY. JFSA FUNDS AND SUPPORTS OUR FIVE BENEFICIARY AGENCIES - JEWISH FAMILY AND CHILDREN'S SERVICES, TUCSON HEBREW ACADEMY, TUCSON JEWISH COMMUNITY CENTER, TUCSON JEWISH MUSEUM & HOLOCAUST CENTER, AND THE UNIVERSITY OF ARIZONA HILLEL FOUNDATION - AS WELL AS A WIDE RANGE OF COMMUNITY PROGRAMS AND CORE INITIATIVES SUCH AS JEWISH COMMUNITY SECURITY, JEWISH COMMUNITY RELATIONS COUNCIL (JCRC), WEINTRAUB ISRAEL CENTER, AND PJ LIBRARY. THESE PARTNERSHIPS ENSURE VIBRANT JEWISH LIFE AND UPLIFT THE ENTIRE SOUTHERN ARIZONA COMMUNITY. JFSA ALSO RESPONDS TO CRITICAL, EMERGENT NEEDS L

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,761,745

Program Service Revenue $78,829

Investment Income $0

Other Revenue $1,061,436

TOTAL REVENUE $5,902,010

Expense Breakdown

Grants Paid $2,271,489

Salaries & Benefits $2,605,041

Fundraising Expenses $1,128,684

Program Expenses $3,942,536

Other Expenses $1,274,385

TOTAL EXPENSES $6,150,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,902,010	$6,996,089	-0.2%
Expenses	$6,150,915	$6,857,933	-0.1%
Net Income	$-248,905	$138,156	-2.8%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

151

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

$660,176

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY RICHMAN	CDO	19.00	Officer	$176,612	$42,079	$218,691
KIMBERLY L DRISKELL	CFO	19.00	Officer	$147,556	$30,184	$177,740
HAVA LEIPZIG HOLZHAUER	CEO	28.50	Officer	$250,621	$13,124	$263,745
JANE ESPINOZA	VP DONOR REL	0.00	Highest	$140,429	$22,765	$163,194
JENNIFER LIGHTMAN	VP MARKETING	28.50	Highest	$115,983	$15,666	$131,649
LIZ KANTER-GROSKIND	IMM PAST CHA	1.00	Officer Director	$0	$0	$0
JEFF ARTZI	CHAIR	3.00	Officer Director	$0	$0	$0
LISA LOVALLO	AT LARGE	3.00	Director	$0	$0	$0
ISAAC ROTHSCHILD	AT LARGE	3.00	Director	$0	$0	$0
ANNE HAMEROFF	TRUSTEE	3.00	Director	$0	$0	$0
AARON ROTTENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW COMRIE	TRUSTEE	1.00	Director	$0	$0	$0
BEN SILVERMAN	SEC/TREAS	3.00	Officer Director	$0	$0	$0
DANNY GASCH	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH FRIMAN	TRUSTEE	1.00	Director	$0	$0	$0
EMILY LAZARUS	TRUSTEE	1.00	Director	$0	$0	$0
LEAH GEISTFELD	TRUSTEE	1.00	Director	$0	$0	$0
RON GRANT	TRUSTEE	1.00	Director	$0	$0	$0
SARAH SINGER	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT SHEFTEL	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ROSENBERG	TRUSTEE	1.00	Director	$0	$0	$0
JULIE FELDMAN	TRUSTEE	1.00	Director	$0	$0	$0
JACOB MEYER	TRUSTEE	1.00	Director	$0	$0	$0
DONNA MOSER	TRUSTEE	1.00	Director	$0	$0	$0
ANDY KUNSBERG	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN RODGVELLER	TRUSTEE	1.00	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	$5,902,010	$6,150,915	$23,665,441	$-248,905
2023	$6,996,089	$6,857,933	$22,629,330	$138,156
2022	$3,849,358	$4,425,829	$21,350,158	$-576,471
2021	$5,526,630	$4,292,781	$23,184,440	$1,233,849
2020	$5,347,671	$5,240,899	$21,369,344	$106,772
2019	$4,369,040	$5,959,014	$21,335,918	$-1,589,974
2018	$6,390,481	$6,135,792	$22,493,264	$254,689
2017	$5,576,666	$5,431,112	$23,507,530	$145,554

JEWISH FEDERATION OF SOUTHERN ARIZONA