Jewish Federation of the Bluegrass

Nonprofit profile at a glance

EIN
310906786
IRS 990 coverage
2011–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025
Location
Lexington, KY, US
Phone
859-268-0672
Rating
49
Verdict
MIXED
Rating confidence
Moderate
Sector
Federated Giving Programs
Affiliation
Judaism

Official website

Reported finances

Revenue
$658,467
Expenses
$645,697
Assets
$1,692,754
Liabilities
$5,997

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • Mindy Haas (Executive Director)
  • Aaron Ann Cole (Co-President)
  • Adam Parritz (Vice President)
  • Jill Angelucci (Co-President)

Highest reported compensation

  • Mindy Haas (Executive Director): $128,750 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the Jewish Federation of the Bluegrass is to build a thriving and inclusive Central KY Jewish community that engages and serves both Jews and non-Jews across our state, the nation, and the world. Jewish Family and Community Services (JFCS) addresses issues that affect the Bluegrass Jewish community by offering direct and indirect support services. The JFCS staff provides services in a manner sensitive to Jewish culture, values, and ideals. JFCS promotes the dignity and self-respect of its clients while helping individuals, families and elder community members maintain a self-sustaining lifestyle. Major services offered include case management, assessment and coordination of services, information and referral to other community resources, crisis intervention, elder care assistance, processing requests for financial assistance, and advocacy for members of the Jewish...

What it reported doing in 2025

Jewish Family Services (JFS) addresses issues affecting the Bluegrass Jewish community by offering direct and indirect support services. JFS staff provide services in a manner sensitive to Jewish culture, values, and ideals, promoting the dignity and self-respect of clients while helping individuals, families, and elder community members maintain a self-sustaining lifestyle. Major services include case management, assessment and coordination of services, information and referral to community resources, crisis intervention, elder care assistance, financial assistance, and advocacy for members of the Jewish community.

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 86% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 41
  • Transparency & Controls: 69
  • Accountability: 31
  • Sustainability: 48
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.1%; rating input score 46
  • Program expense ratio: 47%; rating input score 47
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 84.6%; rating input score 85; 2nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 49.2%; rating input score 49; 32nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 1.9%; rating input score 36; 36th percentile among comparable filings
  • Total-asset coverage ratio: 2.62; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 67; 67th percentile among comparable filings
  • Officer compensation ratio: 19.9%; rating input score 16; 16th percentile among comparable filings

Growth

  • Program expense growth: -0.1% per year; rating input score 0; 15th percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 32nd percentile among comparable filings
  • Asset growth: 15.9% per year; rating input score 100; 71st percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 46.1% of revenue deployed · 47% of spending went to programs
  • Governance: 0 of 17 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $303K in reported program spending
  • Leadership: top reported pay $129K · 18 people listed
  • Consistency: 32 of 34 current checks pass · 2 findings to review
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 13 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • High — Accountability: Independent voting board scored 0/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 47/100.
  • Moderate — Transparency & Controls: Grant itemization coverage scored 49/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 36/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 16/100.