JEWISH COMMUNITY FOUNDATION OF ORA… - 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

1981

Legal Domicile

Principal Officer

WENDY ARENSON

Phone

9494353490

Tax Period

2023-01-01 to 2023-12-31

JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY, founded in 1981, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $12.6M left a modest 6% surplus.

Mission

AT THE JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY, WE SEEK TO GUARANTEE A JEWISH TOMORROW THROUGH THE CREATION OF A CULTURE OF LEGACY WITHIN THE ORANGE COUNTY JEWISH COMMUNITY AND BY EMPOWERING INDIVIDUALS TO ENGAGE IN EFFECTIVE, MEANINGFUL GIVING. BY PLANNING FOR THE CONTINUATION OF PHILANTHROPY INTO THE FUTURE WITH PERMANENT ENDOWMENTS COMBINED WITH CURRENT GIVING, WE SEEK TO ENSURE FINANCIAL RESOURCES FOR THE CONTINUED VITALITY OF INSTITUTIONS THAT PROMOTE JEWISH IDENTITY, SUPPORT A HIGH QUALITY OF JEWISH LIFE, AND BENEFIT THE PEOPLE OF ORANGE COUNTY AND JEWISH COMMUNITIES AROUND THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $11,977,905 Revenue: $975,144

ACQUIRE, MANAGE, ADMINISTER, AND EXPEND FUNDS FOR CHARITABLE PURPOSES INCLUDING ASSISTANCE AND SUPPORT OF OTHER 501(C)(3) ORGANIZATIONS' ASSOCIATIONS AND UNDERTAKINGS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,602,994

Program Service Revenue $975,144

Investment Income $3,739,901

Other Revenue $0

TOTAL REVENUE $13,318,039

Expense Breakdown

Grants Paid $10,196,875

Salaries & Benefits $876,933

Fundraising Expenses $0

Program Expenses $11,977,905

Other Expenses $1,500,951

TOTAL EXPENSES $12,574,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,318,039	$11,586,827	+0.1%
Expenses	$12,574,759	$10,816,641	+0.2%
Net Income	$743,280	$770,186	0.0%

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

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

$392,738

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GIDEON BERNSTEIN	CHAIRMAN OF THE BOARD	5.00	Director	$0	$0	$0
RON S BRAND	DIRECTOR	3.00	Director	$0	$0	$0
STEVEN FAINBARG	DIRECTOR	3.00	Director	$0	$0	$0
JON C FEDER	DIRECTOR	3.00	Director	$0	$0	$0
PEGGY FEDER	DIRECTOR	3.00	Director	$0	$0	$0
DAVID B FISHMAN	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD M GOLLIS	DIRECTOR	3.00	Director	$0	$0	$0
KATERINA HENCOVA	DIRECTOR	3.00	Director	$0	$0	$0
HAL HURWITZ	DIRECTOR	3.00	Director	$0	$0	$0
ED LEVIN	DIRECTOR	3.00	Director	$0	$0	$0
ADRIENNE MATROS	DIRECTOR	3.00	Director	$0	$0	$0
RON MORRISON	DIRECTOR	3.00	Director	$0	$0	$0
TAYLA NEVO-HACOHEN	DIRECTOR	3.00	Director	$0	$0	$0
JEROME M SCHNEIDER	DIRECTOR	3.00	Director	$0	$0	$0
RALPH STERN	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL STOLL	DIRECTOR	3.00	Director	$0	$0	$0
PAT SZEKEL	DIRECTOR	3.00	Director	$0	$0	$0
DALIA TAFT	DIRECTOR	3.00	Director	$0	$0	$0
DAVID WEINBERG	DIRECTOR	3.00	Director	$0	$0	$0
JOHN WOLFSON	DIRECTOR	3.00	Director	$0	$0	$0
WENDY ARENSON	PRESIDENT/EXECUTIVE DIRECT	40.00	Officer	$197,500	$62,140	$259,640
JEANNE WALKER	FINANCE MANAGER	40.00	Officer	$86,500	$26,642	$113,142
MYRNA SHIELDS	SECRETARY	24.00	Officer	$19,061	$895	$19,956

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	$13,318,039	$12,574,759	$101,055,541	$743,280
2022	$11,586,827	$10,816,641	$92,138,892	$770,186
2021	$20,165,393	$10,057,224	$108,015,348	$10,108,169
2020	$24,081,577	$9,504,998	$98,516,771	$14,576,579
2019	$17,109,394	$7,928,611	$78,363,267	$9,180,783
2018	$12,727,444	$7,226,170	$66,714,790	$5,501,274
2018	$12,727,444	$7,226,170	$66,714,790	$5,501,274
2018	$12,727,444	$7,226,170	$66,714,790	$5,501,274

JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY