Jewish Community Foundation Of Orange County
- Assets
- $108.0m
- Revenue
- $20.2m
- Investments
- $1.9m
- Employees
- 7
- Location
- Irvine, CA
- Founding
- 12/1981
- Data as of
- 12/2021
- EIN
- 95-3645825
Organization Overview
Jewish Community Foundation Of Orange County is located in Irvine, CA. The organization was established in 1981. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Jewish Community Foundation Of Orange County employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jewish Community Foundation 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 Community Foundation Of Orange County generated $20.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 12.6% each year . All expenses for the organization totaled $10.1m during the year ending 12/2021. While expenses have increased by 7.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Jewish Community Foundation Of Orange County has awarded 1,376 individual grants totaling $56,998,882. 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
ACQUIRE, MANAGE, ADMINISTER, AND EXPEND FUNDS FOR CHARITABLE PURPOSES AND TO SUPPORT OTHER 501(C)(3) ORGANIZATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wendy Arenson President/executive Direct | Officer | 40 | $164,783 |
Jeanne Walker Finance Manager | Officer | 40 | $76,464 |
Myrna Shields Secretary | Officer | 24 | $16,111 |
Gideon Bernstein Chairman Of The Board | Trustee | 5 | $0 |
Pat Szekel Director | Trustee | 3 | $0 |
Ed Levin Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $9,392,495 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $9,392,495 |
| Total Program Service Revenue | $968,069 |
| Investment income | $9,007,221 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $797,608 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $20,165,393 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $7,976,406 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $332,776 |
| Compensation of current officers, directors, key employees. | $59,899 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $202,371 |
| Pension plan accruals and contributions | $5,271 |
| Other employee benefits | $60,411 |
| Payroll taxes | $35,739 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $257,800 |
| Fees for services: Other | $64,793 |
| Advertising and promotion | $8,246 |
| Office expenses | $156,941 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $31,650 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $32,678 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $16,522 |
| All other expenses | $0 |
| Total functional expenses | $10,057,224 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,824,737 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $60,717 |
| 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 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $100,415,767 |
| Investments—other securities | $1,927,648 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $786,479 |
| Total assets | $108,015,348 |
| Accounts payable and accrued expenses | $102,711 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $12,029,610 |
| 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 | $261,705 |
| Total liabilities | $12,394,026 |
| Net assets without donor restrictions | $36,418,137 |
| Net assets with donor restrictions | $59,203,185 |
| 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 | $108,015,348 |
Grants Awarded
Over the last fiscal year, Jewish Community Foundation Of Orange County has awarded $7,453,863 in support to 155 organizations.
| Grant Recipient | Amount |
|---|---|
Irvine, CA PURPOSE: DONATION | $763,156 |
Mission Viejo, CA PURPOSE: DONATION | $459,340 |
Irvine, CA PURPOSE: DONATION | $287,304 |
Philadelphia, PA PURPOSE: DONATION | $253,806 |
Irvine, CA PURPOSE: DONATION | $181,036 |
Newport Beach, CA PURPOSE: DONATION | $170,724 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Jewish Community Foundation Of Orange County has recieved totaling $40,031.
| Awarding Organization | Amount |
|---|---|
American Endowment Foundation Hudson, OH PURPOSE: PHILANTHROPY | $17,591 |
Hadassah The Womens Zionist Organization Of America Inc New York, NY PURPOSE: GENERAL SUPPORT | $9,182 |
Needelman Family Foundation Newport Beach, CA PURPOSE: BRING A CULTURE OF LEGACY WITHIN THE O.C. JEWISH COMMUNITY & EMPOWER INDIVIDUALS TO ENGAGE IN MEANINGFUL PHILANTHROPY. | $7,000 |
National Association For The Exchange Of Industrial Resources I Galesburg, IL PURPOSE: CARE OF ILL, NEEDY, OR MINOR | $6,246 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $12 |
Endowment Analysis
| Beg. Balance | $45,964,030 |
| Earnings | $5,424,179 |
| Net Contributions | $479,748 |
| Other Expense | $1,596,321 |
| Grants | $266,188 |
| Ending Balance | $50,005,448 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Santa Barbara Foundation Santa Barbara, CA | $456,585,072 | $53,590,434 |
The San Bruno Community Foundation San Bruno, CA | $57,381,282 | $2,122,835 |
Community Foundation For Monterey County Monterey, CA | $347,659,194 | $59,371,913 |
Community Foundation Santa Cruz County Aptos, CA | $201,628,792 | $52,106,005 |
Nevada Community Foundation Inc Las Vegas, NV | $244,409,532 | $23,282,106 |
Liberty Hill Foundation Los Angeles, CA | $22,845,623 | $26,116,303 |
Sacramento Region Community Foundation Sacramento, CA | $172,758,711 | $24,599,020 |
Inland Empire Community Foundation Riverside, CA | $130,560,827 | $28,925,228 |
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |
North Valley Community Foundation Chico, CA | $60,759,000 | $16,028,341 |
Community Foundation For Southern Arizona Tucson, AZ | $172,311,447 | $35,644,345 |
International Community Foundation National City, CA | $29,422,268 | $13,734,101 |