JEWISH COMMUNITY FOUNDATION OF SOU… - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

JEFF ARTZI

Phone

5205779393

Tax Period

2024-01-01 to 2024-12-31

JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA, founded in 1992, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $28.1M in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.9M, a strong 39% operating margin.

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. JCF PARTNERS WITH DONORS AND NON-PROFIT ORGANIZATIONS TO ACHIEVE THEIR PHILANTHROPIC GOALS. FUND HOLDERS BENEFIT FROM JCF'S PROFESSIONAL SERVICES INCLUDING FUND INVESTMENT, MANAGEMENT, REPORTING, GRANTING, AND FIELD OF INTEREST RESEARCH. JCF WORKS WITH INDIVIDUAL DONORS, OFTEN IN COLLABORATION WITH THEIR PROFESSIONAL ADVISORS, TO DEVELOP LEGACY PLANS TO FUND ENDOWMENTS THROUGH TESTAMENTARY PROVISIONS THROUGH THEIR WILLS, TRUSTS, LIFE INSURANCE POLICIES, AND OTHER ESTATE VEHICLES. JCF MANAGES ENDOWMENTS, DONOR ADVISED FUNDS, ORGANIZATION ENDOWMENTS, CUSTODIAL FUNDS,

Program Service Accomplishments

Program 1

Expenses: $16,338,385 Revenue: $298,626

JCFS DONOR-FOCUSED TEAM OF PROFESSIONALS PROVIDES A PERSONALIZED APPROACH AND A VARIETY OF OPTIONS FOR CHARITABLE AND PLANNED GIVING. AS A TRUSTED PARTNER, JCF PROVIDES EXPERT GUIDANCE, EDUCATION...

JCFS DONOR-FOCUSED TEAM OF PROFESSIONALS PROVIDES A PERSONALIZED APPROACH AND A VARIETY OF OPTIONS FOR CHARITABLE AND PLANNED GIVING. AS A TRUSTED PARTNER, JCF PROVIDES EXPERT GUIDANCE, EDUCATION, REPORTING, AND FUND MANAGEMENT FOR INDIVIDUALS AND ORGANIZATIONS. IN 2024, JCF GRANTED AND DISTRIBUTED 17.8 MILLION THROUGH DONOR ADVISED FUNDS, DONOR-ESTABLISHED ENDOWMENTS AND FUNDS HELD FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS. DONORS AND ORGANIZATIONS ENTRUSTED JCF WITH 22.5 MILLION IN NEW CONTRIBUTIONS. JCF MADE DISTRIBUTIONS TO MORE THAN 500 CHARITABLE 501(C)(3) NONPROFITS IN SOUTHERN ARIZONA, THE UNITED STATES AND AROUND THE WORLD. THE MISSION OF THESE ORGANIZATIONS RANGES FROM ADDRESSING CRITICAL NEEDS SUCH AS HOUSING AND FOOD INSECURITY OF THE MOST VULNERABLE IN OUR COMMUNITIES, PROVIDING EDUCATIONAL OPPORTUNITIES, SUPPORTING ART AND CULTURAL ENDEAVORS TO ENCOURAGING JEWISH ENGAGEMENT AND IDENTITY. PARTNERING WITH OVER 35 NONPROFIT ORGANIZATIONS BOTH JEWISH AND NON- JEWISH, JCF WORKS COLLABORATIVELY TO ELEVATE AND EXPAND THEIR IMPACT BY HELPING TO STEWARD THEIR ENDOWMENT AND CUSTODIAL FUNDS. IN 2024, JCF DEVELOPED AND IMPLEMENTED THE JEWISH COMMUNITY ENDOWMENT INITIATIVE, WHICH PROVIDES AGENCIES AND SYNAGOGUES WITH TRAINING , TOOLS, AND CUSTOMIZED SUPPORT FOR ENDOWMENT- BUILDING EFFORTS THAT WILL HELP ENSURE THE FINANCIAL SUSTAINABILITY OF THE ORGANIZATIONS. IN EARLY 2024, JCF PROUDLY LAUNCHED ITS TRUSTED CHARITABLE ADVISOR PROGRAM. ESTATE PLANNING ATTORNEYS, CPAS, AND FINANCIAL ADVISORS ATTENDED A SERIES OF WORKSHOPS ON HOW TO BEST SUPPORT THEIR CLIENTS CHARITABLE GIVING BOTH DURING THEIR LIFETIMES AND THROUGH ESTATE PLANS. THE PROGRAM FOCUSED ON INTEGRATING CHARITABLE PLANNING INTO HOLISTIC FINANCIAL STRATEGIES ALIGNING CLIENTS VALUE WITH COMMUNITY IMPACT.

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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 $20,451,183

Program Service Revenue $298,626

Investment Income $6,980,447

Other Revenue $344,110

TOTAL REVENUE $28,074,366

Expense Breakdown

Grants Paid $15,356,575

Salaries & Benefits $0

Fundraising Expenses $67,725

Program Expenses $16,338,385

Other Expenses $1,854,548

TOTAL EXPENSES $17,211,123

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,074,366	$10,195,518	+1.8%
Expenses	$17,211,123	$18,239,677	-0.1%
Net Income	$10,863,243	$-8,044,159	-2.4%

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

N/A

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
HAVA LEIPZIG HOLZHAUER	CEO	9.50	Officer	$0	$13,124	$263,745
EMILY RICHMAN	CDO	19.00	Officer	$0	$42,079	$218,691
KIMBERLY DRISKELL	CFO	19.00	Officer	$0	$30,184	$177,740
JANE ESPINOZA	VP OF DONOR	38.00	Highest	$0	$22,765	$163,194
JENNIFER LIGHTMAN	VP MARKETING	9.50	Highest	$0	$15,845	$131,828
JEFF ARTZI	CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW COMRIE	TRUSTEE	1.00	Director	$0	$0	$0
JULIE FELDMAN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH FRIMAN	TRUSTEE	1.00	Director	$0	$0	$0
DANNY GASCH	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
LIZ KANTOR GROSKIND	PAST CHAIR	1.00	Officer Director	$0	$0	$0
ANNE HAMEROFF	TRUSTEE	1.00	Director	$0	$0	$0
ANDY KUNSBERG	TRUSTEE	1.00	Director	$0	$0	$0
EMILY LAZARUS	TRUSTEE	1.00	Director	$0	$0	$0
LISA LOVALLO	TRUSTEE	1.00	Director	$0	$0	$0
DONNA MOSER	TRUSTEE	1.00	Director	$0	$0	$0
JACOB MYER	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN RODGVELLER	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ROSENBERG	TRUSTEE	1.00	Director	$0	$0	$0
ISAAC ROTHSCHILD	TRUSTEE	1.00	Director	$0	$0	$0
AARON ROTTENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT SHEFTEL	TRUSTEE	1.00	Director	$0	$0	$0
BEN SILVERMAN	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
SARAH SINGER	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	$28,074,366	$17,211,123	$170,843,082	$10,863,243
2023	$10,195,518	$18,239,677	$154,434,650	$-8,044,159
2022	$29,048,843	$20,100,407	$154,067,805	$8,948,436
2021	$29,193,344	$11,002,822	$157,844,908	$18,190,522
2020	$14,250,629	$14,890,196	$126,731,674	$-639,567
2019	$17,779,353	$10,115,878	$121,105,987	$7,663,475
2018	$20,028,674	$10,155,186	$102,307,889	$9,873,488

JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA