Jewish Community Foundation of Southern Arizona
Nonprofit profile at a glance
- EIN
- 860718936
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- Tucson, AZ, USA
- Phone
- 5205779393
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Community Foundations
- Affiliation
- Judaism
Reported finances
- Revenue
- $28,074,366
- Expenses
- $17,211,123
- Assets
- $170,843,082
- Liabilities
- $46,770,835
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
26 people listed
Executive titles in this filing
- HAVA LEIPZIG HOLZHAUER (CEO)
Highest reported compensation
- HAVA LEIPZIG HOLZHAUER (CEO): $263,745 total reported compensation
- EMILY RICHMAN (CDO): $218,691 total reported compensation
- KIMBERLY DRISKELL (CFO): $177,740 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Jewish philanthropies of southern Arizona (jpsa) is committed to achieving the full potential of jewish philanthropy, now and for future generations. Comprised of jewish federation of southern Arizona (jfsa or federation) and jewish community foundation (jcf), jpsa provides planning, vision, programming, and funding to address community-wide priorities including jewish engagement, education, outreach, security, and advocacy. Jcf partners with donors and non-profit organizations to achieve their philanthropic goals. Fund holders benefit from jcf's professional services including fund investment, management, reporting, granting, and field of interest research. Jcf works with individual donors, often in collaboration with their professional advisors, to develop legacy plans to fund endowments through testamentary provisions through their wills, trusts, life insurance policies, and other estate vehicles. Jcf manages endowments, donor advised funds, organization endowments, custodial funds,
What it reported doing in 2024
Jcfs donor-focused team of professionals provides a personalized approach and a variety of options for charitable and planned giving. As a trusted partner, jcf provides expert guidance, education, reporting, and fund management for individuals and organizations. In 2024, jcf granted and distributed 17.8 million through donor advised funds, donor-established endowments and funds held for the benefit of charitable organizations. Donors and organizations entrusted jcf with 22.5 million in new contributions. Jcf made distributions to more than 500 charitable 501(c)(3) nonprofits in southern Arizona, the united states and around the world. The mission of these organizations ranges from addressing critical needs such as housing and food insecurity of the most vulnerable in our communities, providing educational opportunities, supporting art and cultural endeavors to encouraging jewish engagement and identity. Partnering with over 35 nonprofit organizations both jewish and non- jewish, jcf works collaboratively to elevate and expand their impact by helping to steward their endowment and custodial funds. In 2024, jcf developed and implemented the jewish community endowment initiative, which provides agencies and synagogues with training , tools, and customized support for endowment- building efforts that will help ensure the financial sustainability of the organizations. In early 2024, jcf proudly launched its trusted charitable advisor program. Estate planning attorneys, cpas, and financial advisors attended a series of workshops on how to best support their clients charitable giving both during their lifetimes and through estate plans. The program focused on integrating charitable planning into holistic financial strategies aligning clients value with community impact.
Operating model
- Revenue model
- Donor-supported. 85% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some related-organization disclosures are missing and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 72
- Accountability: 95
- Sustainability: 86
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 71.8%; rating input score 72
- Program expense ratio: 94.9%; rating input score 95
- Fundraising efficiency: $301.97 raised per $1 spent on fundraising; rating input score 92; 92nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 14th percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 98.8%; rating input score 99; 31st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Scored; rating input score 0
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 38.7%; rating input score 91; 91st percentile among comparable filings
- Total-asset coverage ratio: 9.93; rating input score 91; 91st percentile among comparable filings
- Liabilities to assets ratio: 0.27; rating input score 49; 49th percentile among comparable filings
- Officer compensation ratio: 0.7%; rating input score 88; 88th percentile among comparable filings
Growth
- Program expense growth: 10.7% per year; rating input score 100; 73rd percentile among comparable filings
- Revenue growth: 8% per year; rating input score 100; 65th percentile among comparable filings
- Asset growth: 7.2% per year; rating input score 100; 50th percentile among comparable filings
Details
- Where the money goes: 71.8% of revenue deployed · 94.9% of spending went to programs
- Governance: 21 of 21 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $16.3M in reported program spending
- Leadership: top reported pay $264K · 26 people listed · 1 of 6 pay-setting controls reported
- Consistency: 29 of 30 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 141 filed money-flow records
- Related organizations: 144 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Related-party transparency scored 0/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 49/100.