Jewish Community Foundation Of San Diego
- Assets
- $448.4m
- Revenue
- $106.0m
- Investments
- $75.0m
- Employees
- 15
- Location
- San Diego, CA
- Founding
- 02/1968
- Data as of
- 06/2020
- EIN
- 95-2504044
Organization Overview
Jewish Community Foundation Of San Diego is located in San Diego, CA. The organization was established in 1968. 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 06/2021, Jewish Community Foundation Of San Diego employed 15 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jewish Community Foundation Of San Diego 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 06/2020, Jewish Community Foundation Of San Diego generated $106.0m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.2%) each year. All expenses for the organization totaled $82.9m during the year ending 06/2020. As we would expect to see with falling revenues, expenses have declined by (5.2%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Jewish Community Foundation Of San Diego has awarded 4,647 individual grants totaling $749,941,559. 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
2020
Describe the Organization's Mission:
Part 3 - Line 1
TO INCREASE CURRENT AND FUTURE SUPPORT FOR A VIBRANT AND SECURE JEWISH COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISTRIBUTION OF APPROXIMATELY 7,400 CONTRIBUTIONS TO MORE THAN 1,900 CHARITABLE, EDUCATIONAL AND RELIGIOUS ORGANIZATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Beth Sirull President & CEO | Officer | 40 | $334,283 |
Jeremy Pearl CFO & Evp | Officer | 40 | $257,205 |
Eli Landau Director Of Finance | 40 | $155,494 | |
Sharleen Wollach Chief Impact Officer | Officer | 40 | $145,026 |
Ollie Benn Director Of Philanthropy & Social Impact | 40 | $111,222 | |
Traci Serrano Director Of Adminstration & Hr | 40 | $109,987 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gn Pbo Company Llc Custodian For Investments And Back Offic | 6/29/21 | $279,267 |
Mercer Investments Llc Investment Consultants | 6/29/21 | $150,567 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $98,572,791 |
| Investment income | $7,546,992 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$747,166 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $106,011,475 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $731,888 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $888,192 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $829,670 |
| Pension plan accruals and contributions | $175,595 |
| Other employee benefits | $45,951 |
| Payroll taxes | $107,141 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $65,218 |
| Fees for services: Accounting | $79,435 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $899,989 |
| Fees for services: Other | $77,346 |
| Advertising and promotion | $20,414 |
| Office expenses | $43,419 |
| Information technology | $176,856 |
| Royalties | $0 |
| Occupancy | $109,755 |
| Travel | $18,546 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,674 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $14,187 |
| Insurance | $55,807 |
| All other expenses | $0 |
| Total functional expenses | $82,881,549 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,491,575 |
| Savings and temporary cash investments | $77,938,258 |
| Pledges and grants receivable | $148,000 |
| Accounts receivable, net | $15,629,589 |
| 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 | $0 |
| Investments—publicly traded securities | $270,875,960 |
| Investments—other securities | $75,001,798 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,313,986 |
| Total assets | $448,399,166 |
| Accounts payable and accrued expenses | $1,680,187 |
| Grants payable | $15,000 |
| 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 | $130,776,450 |
| Total liabilities | $132,471,637 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $315,927,529 |
Grants Awarded
Over the last fiscal year, Jewish Community Foundation Of San Diego has awarded $66,687,118 in support to 589 organizations.
| Grant Recipient | Amount |
|---|---|
La Jolla, CA PURPOSE: GENERAL | $9,313,898 |
San Diego, CA PURPOSE: GENERAL | $5,855,086 |
San Diego, CA PURPOSE: GENERAL | $3,647,250 |
New York, NY PURPOSE: GENERAL | $3,002,800 |
San Diego, CA PURPOSE: GENERAL | $2,911,347 |
San Diego, CA PURPOSE: GENERAL | $2,544,620 |
Grants Recieved
Over the last fiscal year, we have identified 16 grants that Jewish Community Foundation Of San Diego has recieved totaling $1,134,769.
| Awarding Organization | Amount |
|---|---|
Atkinson Family Foundation La Jolla, CA PURPOSE: GENERAL | $552,112 |
Moxie Foundation San Diego, CA PURPOSE: EDUCATION & CHARITABLE SOCIAL SVCS | $249,000 |
Cushman Foundation San Diego, CA PURPOSE: GENERAL/UNRESTRICTED | $100,000 |
Jewish Communal Fund New York, NY PURPOSE: GENERAL SUPPORT | $55,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $52,389 |
Bny Mellon Charitable Gift Fund Boston, MA PURPOSE: TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $40,765 |
Endowment Analysis
| Beg. Balance | $38,951,764 |
| Earnings | $7,617,600 |
| Net Contributions | $10,874,889 |
| Grants | $7,254,741 |
| Ending Balance | $50,189,512 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish Community Fdn Of The Jewish Federation Council Of Greater La Los Angeles, CA | $1,147,355,921 | $108,439,956 |
Jewish Community Federation Of S F Marin Peninsula & Sonoma Counties San Francisco, CA | $1,443,740,655 | $154,567,295 |
Jewish Community Foundation Of San Diego San Diego, CA | $448,399,166 | $106,011,475 |
Valley Of The Sun United Way Phoenix, AZ | $104,098,931 | $79,942,536 |
Orange Countys United Way Irvine, CA | $28,387,789 | $67,720,545 |
Entertainment Industry Foundation Los Angeles, CA | $110,994,468 | $64,821,214 |
Jewish Federation Council Of Greater Los Angeles Los Angeles, CA | $190,865,704 | $43,794,151 |
Aloha United Way Inc Honolulu, HI | $26,512,053 | $42,755,517 |
United Way Inc Los Angeles, CA | $90,203,286 | $68,762,414 |
Opportunity Village Foundation Las Vegas, NV | $82,150,112 | $9,952,519 |
Inland Southern California United Way Rancho Cucamonga, CA | $4,994,163 | $30,713,140 |
Daughters Of Charity Foundation Los Angeles, CA | $457,947,598 | $21,458,667 |