JEWISH FEDERATION OF ORANGE COUNTY Charity Report

Public IRS 990 nonprofit record

JEWISH FEDERATION OF ORANGE COUNTY

EIN 95-2407026 · Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

76.37%of revenue went to mission work78.9% of expenses · Program services

6.21%of revenue went to fundraising6.4% of expenses

$96.76spent for every $100 of revenueRevenue covered expenses this year.

14.18%of revenue went to management and office costs14.7% of expenses

$3.23in assets for every $1 spent this yearSome assets cannot be spent right away.

94.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $374,747 for ERIK LUDWIG (PRESIDENT & CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,719,188

Mission workProgram services$3,603,93476.37% of revenue78.9% of expenses

ManagementOffice and general costs$669,16814.18% of revenue14.7% of expenses

FundraisingAsking for donations$293,2736.21% of revenue6.4% of expenses

Revenue left after expensesReported annual surplus$152,8133.24% of revenueShown in gray on the chart

Total expenses$4,566,37596.76% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.9% mission · 14.7% management · 6.4% fundraisingTotal expenses: 96.76% of revenue

2023Expense mix: 79.9% mission · 14.5% management · 5.6% fundraisingTotal expenses: 72.77% of revenue

2022Expense mix: 72.6% mission · 21.4% management · 6.0% fundraisingTotal expenses: 90.89% of revenue

2021Expense mix: 74.3% mission · 23.0% management · 2.7% fundraisingTotal expenses: 109.37% of revenue

2020Expense mix: 59.9% mission · 34.5% management · 5.6% fundraisingTotal expenses: 82.71% of revenue

2019Expense mix: 59.0% mission · 27.9% management · 13.1% fundraisingTotal expenses: 113.87% of revenue

2018Expense mix: 76.3% mission · 12.5% management · 11.2% fundraisingTotal expenses: 138.59% of revenue

2017Expense mix: 75.8% mission · 12.6% management · 11.6% fundraisingTotal expenses: 89.87% of revenue

Money in and money out

Revenue$4,719,188

Expenses$4,566,375

Annual surplus $152,813 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,603,934 · 78.9% of expenses

Management and office costs$669,168 · 14.7% of expenses

Fundraising$293,273 · 6.4% of expenses

See all reported dollar amounts

Revenue$4,719,188

Expenses$4,566,375

Assets$14,735,910

Income$5,548,345

Contributions$4,443,112

Mission work (program services)$3,603,934

Fundraising$293,273

Grants given$12,740,110

Average grant$57,910

Management and general$669,168

Executive compensation (total)$525,343

Stocks and bonds$4,888,203

Accounting fees$46,100

Investing fees$50,509

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ERIK LUDWIGPRESIDENT & CHIEF EXECUTIVE OFFICER · 40 hrs/week $374,747Base $362,765 · Other $11,982

KATHLEEN MELLONCHIEF ADMINISTRATIVE OFFICER · 40 hrs/week $158,136Base $135,604 · Other $22,532

ADINA KOSOFFCONTROLLER · 40 hrs/week $155,796Base $149,728 · Other $6,068

STEPHANIE EPSTEINCHIEF PHILANTHROPY OFFICER · 40 hrs/week $146,276Base $139,555 · Other $6,721

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

ERIK LUDWIGPRESIDENT & CHIEF EXECUTIVE OFFICER

KATHLEEN MELLONCHIEF ADMINISTRATIVE OFFICER

ADINA KOSOFFCONTROLLER

STEPHANIE EPSTEINCHIEF PHILANTHROPY OFFICER

LEN SIMONDIRECTOR

YAEL ARONOFFDIRECTOR

STUART WOLFEDIRECTOR

STEVE KAUFMANDIRECTOR

SHARON BECKDIRECTOR

SAM WYMANDIRECTOR

ROGER FRIEDMANDIRECTOR

PETER MACDONALDDIRECTOR

PATTY SEYBURNDIRECTOR

NAOMI BLESOFSKYDIRECTOR

MARGOT SHAPIRODIRECTOR

LORI SCHWARTZDIRECTOR

JASON FELDDIRECTOR

HOWARD LEVYDIRECTOR (UNTIL 09/2024)

HEATHER KLINEDIRECTOR

DANIELLE BRONNERSECRETARY

BENTLEY KERRDIRECTOR

BARRY GROSSMANTREASURER

ANNA PUTTERMANDIRECTOR

ANDREA ALFIDIRECTOR (UNTIL 09/2024)

AMIR KAHANACHAIR OF THE BOARD

About this charity

Recognized since: January 1966
Location: 1 FEDERATION WAY STE 210, IRVINE, CA 92603-0174
County: Orange
In care of: BARRY GROSSMAN
Primary officer: BARRY GROSSMAN, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(949) 435-3484

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WINDES INC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes