Jewish Federation And Family Services Of Orange County is located in Irvine, CA. The organization was established in 1966. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Jewish Federation And Family Services Of Orange County employed 24 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jewish Federation And Family Services Of Orange County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Jewish Federation And Family Services Of Orange County generated $5.2m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.7%) each year. All expenses for the organization totaled $5.7m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (3.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Jewish Federation And Family Services Of Orange County has awarded 226 individual grants totaling $11,718,940. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE AMPLIFY JEWISH LIFE IN ORANGE COUNTY, ISRAEL, AND AROUND THE WORLD.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SERVING COMMUNITY MEMBERS IN NEED:HOLOCAUST SURVIVOR PROGRAM: 170 SURVIVORS WERE SERVED IN 2021 WITH INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES; ASSISTANCE WITH RESTITUTION APPLICATIONS; EMERGENCY FINANCIAL AID; AND CAFE EUROPA, A SERIES OF SOCIAL EVENTS; ALL THROUGH OUR PARTNERSHIP WITH JEWISH FAMILY SERVICE OF SAN DIEGO, SUPPORTED BY JFOC DONORS. ADULTS WITH DISABILITIES: IN 2021, 43 ADULTS WERE SERVED THROUGH THE JEREMIAH SOCIETY, A MONTHLY SOCIAL AND EDUCATIONAL PROGRAM, AND THROUGH JEWISH PROGRAMMING COORDINATED FOR THE RESIDENTS OF MANDEL HOUSE AND HORWITZ FAMILY HOUSE, GROUP HOMES ESTABLISHED BY JEWISH FEDERATION IN 2014 AND 2017. LIFELINES EMERGENCY ASSISTANCE: SOME 500 ORANGE COUNTY RESIDENTS WERE SERVED IN 2021 WITH SHORT-TERM, SOLUTION-FOCUSED EMERGENCY CASE MANAGEMENT, FINANCIAL ASSISTANCE FOR QUALIFIED CLIENTS, AND INFORMATION/REFERRAL SERVICES TO AID CLIENTS IN NAVIGATING THE OFTEN COMPLEX NETWORK OF GOVERNMENT AND NONPROFIT SOCIAL SERVICE RESOURCES AVAILABLE TO THEM.COVID-19 EMERGENCY ASSISTANCE: IN 2021, THIS PROGRAM (LAUNCHED AS A SPECIAL SHORT-TERM PROJECT IN 2020), SERVED OVER 30 NEW AND CONTINUING CLIENTS WHO HAD SUFFERED REDUCTION IN INCOME AS A DIRECT RESULT OF THE COVID-19 CRISIS. FEDERATION PROVIDED SHORT-TERM FINANCIAL SUPPORT FOR RENT, MORTGAGE, UTILITY, FOOD, AND HEALTH NEEDS.
PHILANTHROPY AND COMMUNITY ENGAGEMENT LAGUNA WOODS REGION: IN 2021, AS THIS GROUP SET IN MOTION ITS TRANSITION TO AN INDEPENDENT NONPROFIT CLUB AS LAGUNA WOODS FRIENDS OF JFOC, ITS JEWISH LEADERS CONTINUED TO ACTIVELY ENGAGE MEMBERS IN SUPPORT OF THE FEDERATION ANNUAL CAMPAIGN AND TO PROMOTE LEGACY PHILANTHROPY.NEXTGEN: SOME 120 JEWISH ADULTS, AGES 21 TO 45, WERE ENGAGED IN VOLUNTEER, SOCIAL, EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC OPPORTUNITIES IN 2021. NEXTGEN WAS WELL REPRESENTED ON THE NATIONAL YOUNG LEADERSHIP CABINET OF JEWISH FEDERATIONS OF NORTH AMERICA, ENGAGING IN ADVOCACY TO RESPOND TO THE GROWING THREAT POSED BY ANTISEMITISM.PJ LIBRARY: IN 2021, OVER 1,900 PARENTS RAISING JEWISH CHILDREN BENEFITED FROM JEWISH RESOURCES, PROGRAMS, AND ENGAGEMENT OPPORTUNITIES FOR THEIR CHILDREN AGES 0 TO 12. IN ADDITION, NEARLY 1,700 JEWISH-THEMED BOOKS WERE DELIVERED TO THESE FAMILIES, AND SEVERAL HUNDRED ACTIVITY KITS WERE DISTRIBUTED TO ENHANCE CHILDREN'S CELEBRATIONS OF JEWISH HOLIDAYS.ROSE PROJECT: THIS PROJECT SEEKS TO ENSURE THAT JEWISH IDENTITY, THE JEWISH PEOPLE AND ISRAEL REMAIN A STRONG SOURCE OF MEANING, CONNECTION AND PURPOSE FOR OC JEWS; AND ENGAGES LOCAL STAKEHOLDERS ON ISSUES OF CONCERN TO THE JEWISH COMMUNITY. IN 2021, ACTIVITIES OF ITS YOUTH LEADERSHIP INITIATIVE, STUDENT TO STUDENT PROGRAM, GRANTMAKING TO JEWISH CAMPUS ORGANIZATIONS, AND SPECIAL EDUCATIONAL EVENTS, SERVED OVER 400 INDIVIDUALS. SOLOMON SOCIETY: A GIVING SOCIETY FOR MEN COMMITTED TO THE ADVANCEMENT OF OUR JEWISH COMMUNITY, THIS GROUP ENGAGES IN VOLUNTEER AND LEADERSHIP SERVICE, AS WELL AS SPECIAL NETWORKING AND FUNDRAISING EVENTS TO SUPPORT FEDERATION'S PROGRAMS AND SERVICES. ITS SIGNATURE PHILANTHROPY PROGRAM, LATE NIGHT WITH SOLOMON SOCIETY, RESUMED IN 2021 AFTER A ONE-YEAR PANDEMIC HIATUS.WOMEN'S PHILANTHROPY: THIS GIVING SOCIETY CREATES OPPORTUNITIES FOR WOMEN TO DEVELOP AND ENHANCE LEADERSHIP SKILLS, TO SERVE OUR COMMUNITY AS VOLUNTEERS, AND TO RESPOND THROUGH PHILANTHROPY TO THE NEEDS OF OUR LOCAL AND GLOBAL JEWISH COMMUNITY. IN 2021, A NEW LEADERSHIP ADVISORY COUNCIL WAS FORMED TO STRENGTHEN AND ADVISE THE NEXT GENERATION OF WOMEN LEADERS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Marsie Alford Chief Financial Officer | Officer | 40 | $150,490 |
Stephanie Epstein Chief Philanthropy Officer | 40 | $117,567 | |
Kathleen Mellon Chief Administrative Officer | 40 | $116,472 | |
Arlene Miller President & CEO (thru 09/2021) | Officer | 40 | $103,626 |
Heather Kline Chair Of The Board | OfficerTrustee | 1 | $0 |
Stuart Wolfe Secretary | OfficerTrustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Grobstein Teeple Llp Accounting/consulting Services | 12/30/20 | $461,904 |
24hr Homecare Llc In-home Care For Holocaust Survivors | 12/30/20 | $128,647 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $63,512 |
Related organizations | $0 |
Government grants | $585,820 |
All other contributions, gifts, grants, and similar amounts not included above | $4,232,979 |
Noncash contributions included in lines 1a–1f | $5,804 |
Total Revenue from Contributions, Gifts, Grants & Similar | $4,882,311 |
Total Program Service Revenue | $0 |
Investment income | $411,748 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $7,925 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | -$125,997 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $5,181,457 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $2,808,010 |
Grants and other assistance to domestic individuals. | $38,278 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $276,221 |
Compensation of current officers, directors, key employees. | $172,663 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,015,213 |
Pension plan accruals and contributions | $24,536 |
Other employee benefits | $68,658 |
Payroll taxes | $97,575 |
Fees for services: Management | $0 |
Fees for services: Legal | $174,819 |
Fees for services: Accounting | $294,998 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $42,434 |
Fees for services: Other | $472,740 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $128,203 |
Travel | $4,492 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $6,950 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $37,796 |
Insurance | $53,807 |
All other expenses | -$191,805 |
Total functional expenses | $5,666,763 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $2,520,500 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $254,106 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $7,399 |
Net Land, buildings, and equipment | $63,978 |
Investments—publicly traded securities | $4,714,186 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $6,024,159 |
Total assets | $13,584,328 |
Accounts payable and accrued expenses | $659,571 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $359,355 |
Total liabilities | $1,018,926 |
Net assets without donor restrictions | -$1,251,887 |
Net assets with donor restrictions | $13,817,289 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $13,584,328 |
Over the last fiscal year, Jewish Federation And Family Services Of Orange County has awarded $1,292,925 in support to 9 organizations.
Grant Recipient | Amount |
---|---|
New York, NY PURPOSE: ISRAEL & OVERSEAS; FAIR SHARE | $761,991 |
San Diego, CA PURPOSE: HOLOCAUST SURVIVORS | $352,165 |
Irvine, CA PURPOSE: OC JEWISH HISTORICAL SOCIETY; PASSPORTS CAMP GRANTS | $51,790 |
Irvine, CA PURPOSE: OC COMMUNITY CONCERT; PASSPORTS CAMP GRANTS | $37,191 |
Washington, DC PURPOSE: COMMUNITY MATCHING GRANT FOR BRIDGE FUNDING AND RECOVERY PLAN | $35,000 |
Orange, CA PURPOSE: HOLOCAUST SURVIVORS | $23,288 |
Over the last fiscal year, we have identified 10 grants that Jewish Federation And Family Services Of Orange County has recieved totaling $882,396.
Awarding Organization | Amount |
---|---|
Jewish Community Foundation Of Orange County Irvine, CA PURPOSE: DONATION | $763,156 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $45,012 |
Jaffee Fam Foundation Laguna Beach, CA PURPOSE: GENERATIONS FUND | $25,000 |
Jewish Federation Of Palm Springs And Desert Area Rancho Mirage, CA PURPOSE: Humanitarian | $12,000 |
Bassman Family Charitable Trust New York, NY PURPOSE: GENERAL PURPOSES | $10,771 |
American Endowment Foundation Hudson, OH PURPOSE: PHILANTHROPY | $9,707 |
Beg. Balance | $5,539,135 |
Earnings | $411,530 |
Net Contributions | $53,529 |
Ending Balance | $6,004,194 |
Organization Name | Assets | Revenue |
---|---|---|
Giving Back Fund Inc Los Angeles, CA | $11,057,964 | $16,121,591 |
United Way Of The Columbia- Willamette Portland, OR | $45,244,176 | $37,813,880 |
Lutheran Social Services Of Southern California Orange, CA | $12,433,433 | $19,852,722 |
United Way California Capital Region Sacramento, CA | $17,085,587 | $25,165,420 |
United Way Of Tucson And Southern Arizona Inc Tucson, AZ | $24,809,225 | $14,478,255 |
United Way Of Southern Nevada Inc Las Vegas, NV | $13,273,511 | $9,207,930 |
Parker Ranch Foundation Tr 091092 Kamuela, HI | $269,073,510 | $7,172,423 |
Blaise Foundation Claremont, CA | $0 | $239,814 |
Beit Tshuvah Los Angeles, CA | $29,185,703 | $8,355,321 |
Levy Family Campus Los Gatos, CA | $16,282,164 | $7,205,840 |
Neighborhood Funders Group Berkeley, CA | $23,826,861 | $25,307,328 |
United Way Of Monterey County Monterey, CA | $13,516,071 | $8,095,454 |