JEWISH FEDERATION OF ORANGE COUNTY

EIN: 952407026 501(c)(3) Philanthropy & Grantmaking

IRVINE, CA

Total Revenue
$4,719,188
Total Expenses
$4,566,375
Total Assets
$14,735,910
Net Assets
$14,062,818
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
CA
Principal Officer
ERIK LUDWIG
Phone
9494353484
Tax Period
2024-01-01 to 2024-12-31

JEWISH FEDERATION OF ORANGE COUNTY, founded in 1966, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.7M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $4.6M left a modest 3% surplus.

Mission

FEDERATION CONVENES, ENGAGES, AND LEADS THE ORANGE COUNTY JEWISH COMMUNITY AND ITS PARTNERS, LEVERAGES RESOURCES TO ENHANCE AND SUSTAIN JEWISH LIFE, ASSISTS JEWS IN NEED, AND MOBILIZES ON ISSUES OF CONCERN TO THE LOCAL JEWISH COMMUNITY, AND STRENGTHENS ITS BOND WITH ISRAEL AND JEWISH PEOPLE GLOBALLY.

Program Service Accomplishments

Program 1
Expenses: $310,415

SERVING COMMUNITY MEMBERS IN NEEDHOLOCAUST SURVIVOR PROGRAM: 182 SURVIVORS WERE SERVED IN 2024 WITH INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES; ASSISTANCE WITH...

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SERVING COMMUNITY MEMBERS IN NEEDHOLOCAUST SURVIVOR PROGRAM: 182 SURVIVORS WERE SERVED IN 2024 WITH INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES; ASSISTANCE WITH RESTITUTION APPLICATIONS; EMERGENCY FINANCIAL AID; AND CAF EUROPA, A SERIES OF SOCIAL EVENTS; ALL THROUGH JFEDOC'S PARTNERSHIP WITH JEWISH FAMILY SERVICE OF SAN DIEGO, SUPPORTED BY JFEDOC DONORS. ADULTS WITH DISABILITIES: IN 2024, 40 ADULTS WITH DISABILITIES WERE SERVED THROUGH THE JEREMIAH SOCIETY, A MONTHLY SOCIAL AND EDUCATIONAL PROGRAM; AND THROUGH JEWISH PROGRAMMING COORDINATED FOR RESIDENTS OF MANDEL HOUSE AND HORWITZ FAMILY HOUSE, GROUP HOMES ESTABLISHED BY JFEDOC IN 2014 AND 2017. THE GROUP HOMES WERE TRANSFERRED TO THE IRVINE COMMUNITY LAND TRUST IN 2021 AND JFEDOC CONTINUES TO PROVIDE JEWISH ENRICHMENT TO THE RESIDENTS OF THE HOMES THROUGH JEREMIAH SOCIETY AND IN-HOME JEWISH HOLIDAY CELEBRATIONS.LIFELINES ASSISTANCE: 362 ORANGE COUNTY HOUSEHOLDS WERE SERVED IN 2024 WITH SOLUTION-FOCUSED CASE MANAGEMENT, FINANCIAL ASSISTANCE FOR QUALIFIED CLIENTS, AND RESOURCE REFERRAL SERVICES TO AID CLIENTS IN NAVIGATING THE OFTEN-COMPLEX NETWORK OF GOVERNMENT AND NONPROFIT SOCIAL SERVICE RESOURCES AVAILABLE TO THEM.

Program 2
Expenses: $1,007,584

PHILANTHROPY AND LEADERSHIP DEVELOPMENTIN 2024, OVER 1,800 JFEDOC'S DONORS REPRESENTING 1,705 HOUSEHOLDS BENEFITED FROM PROGRAMS, EVENTS, VOLUNTEER OPPORTUNITIES, AND LEADERSHIP DEVELOPMENT, AS WELL...

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PHILANTHROPY AND LEADERSHIP DEVELOPMENTIN 2024, OVER 1,800 JFEDOC'S DONORS REPRESENTING 1,705 HOUSEHOLDS BENEFITED FROM PROGRAMS, EVENTS, VOLUNTEER OPPORTUNITIES, AND LEADERSHIP DEVELOPMENT, AS WELL AS ONGOING COMMUNICATIONS ON LOCAL AND GLOBAL JEWISH ISSUES AND ACHIEVEMENTS. THE MAJORITY OF JFEDOC'S DONORS BENEFITING FROM THESE SERVICES WERE MEMBERS OF ITS SOLOMON SOCIETY AND WOMEN'S PHILANTHROPY.

Program 3
Expenses: $1,127,614

GRANTMAKINGISRAEL EMERGENCY CAMPAIGN: LAUNCHED IN THE IMMEDIATE AFTERMATH OF THE OCTOBER 7, 2023, ATTACKS ON ISRAEL, JFEDOC'S ISRAEL EMERGENCY CAMPAIGN ENGAGED OVER 1,000 DONORS WHO CONTRIBUTED SOME...

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GRANTMAKINGISRAEL EMERGENCY CAMPAIGN: LAUNCHED IN THE IMMEDIATE AFTERMATH OF THE OCTOBER 7, 2023, ATTACKS ON ISRAEL, JFEDOC'S ISRAEL EMERGENCY CAMPAIGN ENGAGED OVER 1,000 DONORS WHO CONTRIBUTED SOME $1.06 MILLION FOR HUMANITARIAN RELIEF. AS OF DECEMBER 2024, A TOTAL OF $1.25 MILLION, INCLUDING $200,000 FROM THE LEON NINBURG ISRAEL EMERGENCY FUND, HAD BEEN DISTRIBUTED PER THE RECOMMENDATION OF FEDERATION'S COMMUNITY PLANNING & GRANTS COMMITTEE, WITH APPROVAL BY THE BOARD, TO NONPROFIT PARTNERS IN ISRAEL PROVIDING TRAUMA AND MEDICAL CARE, HOUSING, SMALL BUSINESS LOANS, AND OTHER CRITICAL SERVICES.TEEN ENGAGEMENT & WELLNESS INITIATIVE: 898 ORANGE COUNTY JEWISH TEENS BENEFITED FROM JFEDOC'S GRANTS UNDER THIS INITIATIVE TO FIVE INNOVATIVE PROGRAMS OFFERED BY JFEDOC'S COMMUNITY PARTNERS. PASSPORT TO JEWISH LIFE: 108 JEWISH STUDENTS IN GRADES 3-12 WERE ASSISTED BY JFEDOC PASSPORT GRANTS TO SUPPORT THEIR PARTICIPATION IN JEWISH SUMMER CAMP, MACCABI GAMES, SUMMER YESHIVAS, AND OTHER IMMERSIVE JEWISH SUMMER PROGRAMS.WEISSMAN ARTS: 750+ COMMUNITY MEMBERS PARTICIPATED IN CELEBRATE ISRAEL @ 76, A COMMUNITY ARTS AND CULTURE FESTIVAL IN MAY CELEBRATING ISRAELI INDEPENDENCE DAY, SPONSORED BY A GRANT FROM JFEDOC'S WEISSMAN ARTS FUND.ROSE PROJECT: GRANTS FROM THE ROSE PROJECT SUPPORTED HILLEL ORANGE COUNTY, CHABAD AT UNIVERSITY OF CALIFORNIA, IRVINE, AND CHABAD AT CHAPMAN UNIVERSITY AND CALIFORNIA STATE UNIVERSITY, FULLERTON. STUDENTS AT THE UNIVERSITY CAMPUSES AND LOCAL COMMUNITY COLLEGES BENEFITED FROM REGULAR PROGRAMMING PROVIDED BY THESE JEWISH CAMPUS ORGANIZATIONS.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,443,112
Program Service Revenue $0
Investment Income $464,499
Other Revenue $-188,423
TOTAL REVENUE $4,719,188

Expense Breakdown

Grants Paid $1,449,398
Salaries & Benefits $2,148,261
Fundraising Expenses $293,273
Program Expenses $3,603,934
Other Expenses $968,716
TOTAL EXPENSES $4,566,375

Year-over-Year Comparison

2024 2023 Change
Revenue $4,719,188 $5,967,405 -0.2%
Expenses $4,566,375 $4,342,335 +0.1%
Net Income $152,813 $1,625,070 -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
19
Independent Members
19
Employees
26
Volunteers
160

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
4
$374,747
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMIR KAHANA CHAIR OF THE BOARD 1.00
Officer Director
$0 $0 $0
DANIELLE BRONNER SECRETARY 1.00
Officer Director
$0 $0 $0
BARRY GROSSMAN TREASURER 1.00
Officer Director
$0 $0 $0
HEATHER KLINE DIRECTOR 1.00
Director
$0 $0 $0
LORI SCHWARTZ DIRECTOR 1.00
Director
$0 $0 $0
SHARON BECK DIRECTOR 1.00
Director
$0 $0 $0
NAOMI BLESOFSKY DIRECTOR 1.00
Director
$0 $0 $0
YAEL ARONOFF DIRECTOR 1.00
Director
$0 $0 $0
JASON FELD DIRECTOR 1.00
Director
$0 $0 $0
ROGER FRIEDMAN DIRECTOR 1.00
Director
$0 $0 $0
STEVE KAUFMAN DIRECTOR 1.00
Director
$0 $0 $0
BENTLEY KERR DIRECTOR 1.00
Director
$0 $0 $0
PETER MACDONALD DIRECTOR 1.00
Director
$0 $0 $0
ANNA PUTTERMAN DIRECTOR 1.00
Director
$0 $0 $0
PATTY SEYBURN DIRECTOR 1.00
Director
$0 $0 $0
MARGOT SHAPIRO DIRECTOR 1.00
Director
$0 $0 $0
LEN SIMON DIRECTOR 1.00
Director
$0 $0 $0
STUART WOLFE DIRECTOR 1.00
Director
$0 $0 $0
SAM WYMAN DIRECTOR 1.00
Director
$0 $0 $0
ANDREA ALFI DIRECTOR (UNTIL 09/2024) 1.00
Director
$0 $0 $0
HOWARD LEVY DIRECTOR (UNTIL 09/2024) 1.00
Director
$0 $0 $0
ERIK LUDWIG PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00
Officer
$362,765 $11,982 $374,747
KATHLEEN MELLON CHIEF ADMINISTRATIVE OFFICER 40.00
Highest
$135,604 $22,532 $158,136
STEPHANIE EPSTEIN CHIEF PHILANTHROPY OFFICER 40.00
Highest
$139,555 $6,721 $146,276
ADINA KOSOFF CONTROLLER 40.00
Highest
$149,728 $6,068 $155,796
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 $4,719,188 $4,566,375 $14,735,910 $152,813
2023 $5,967,405 $4,342,335 $13,988,874 $1,625,070
2022 $4,860,563 $4,417,692 $12,101,865 $442,871
2021 $5,181,457 $5,666,763 $13,584,328 $-485,306
2020 $5,875,747 $4,859,900 $14,742,379 $1,015,847
2019 $6,139,610 $6,422,434 $15,504,716 $-282,824
2019 $6,003,044 $6,835,377 $13,291,460 $-832,333
2018 $6,280,018 $8,703,710 $13,308,677 $-2,423,692
2017 $8,484,723 $7,625,617 $12,984,539 $859,106
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