The Jewish Federation of Sarasota-manatee Inc

What it reported doing in 2024

Jewish education and programming: the federation, in cooperation with area synagogues and organizations, offers a wide range of inspiring opportunities that enable teenagers, adults and families to become confident and comfortable lifelong jewish learners. The federation provides a wide range of jewish programs throughout the two-county area. This category includes programs celebrating jewish holidays, outreach efforts to the unaffiliated and adult programs for all ages and interests. Locally, the federation conducts outreach within the jewish and general communities, fostering israel education and awareness and provides a forum for dealing with antisemitism.examples of specific programs funded include: * camp yonnie: 2024 was the first year we operated a jewish values-based summer camp for k-5 students. Scholarships and incentive grants were provided for those in need. * youth grants ** jewish summer overnight camp grants: studies have proven, overwhelmingly, that jewish camping experiences serve as a critical tool in jewish continuity efforts. In an effort to encourage area families to send their children to jewish camps, the jewish federation of sarasota-manatee was thrilled to award $45,000 to 21 students in incentive grants and financial assistance grants in 2024. Children from sarasota-manatee attended jewish overnight camps such as camp ramah darom, camp barney medintz, camp judea, camp coleman, camp blue star and kutz camp. ** religious school scholarships - federation received 114 applications and provided 81 religious school scholarships totaling $30,000. ** college scholarships - federation provided 7 college scholarships totaling $52,500. * federation-sponsored community-wide educational and cultural programs that ensure a strong jewish identity and to help build a dynamic and engaged jewish community for generations to come. Programs feature speakers on a wide variety of topics. * since its inception the federation's pj library program has enabled over 500 families with children ages 6 months to 12 years to receive a monthly mailing of jewish children's books, cds, or the occasional parent book, for one year. Each book and cd came with guides to help families use the selection in their homes. Book and music lists were chosen by the foremost early-childhood experts. The list includes themes such as jewish holidays, folktales and jewish family life. * the jewish film festival, the jewish federation's largest single outreach program, provides screenings of films and events for the entire community on topics that appeal to a broad range of interests, ages and points of view. More than 1,500 people attended the 2024 jewish film festival. * the federation honors its commitment to holocaust education through: ** the speakers bureau, which addresses issues pertaining to holocaust education in local public and private schools for thousands of students; along with speaking at rotary clubs, temples and churches reaching hundreds of adults and students. ** the annual chanukah survivors luncheon, which treated over 100 local area holocaust survivors to a beautiful chanukah celebration luncheon as we paid tribute to their inner strength, courage, stamina, and remarkable dedication to our traditions. ** federation-sponsored holocaust education programs throughout the community, including a kristallnacht commemoration, a yom hashoah holocaust remembrance day program, and an international holocaust remembrance day program.

Financial Efficiency

• Mission deployment rate: 68.4%; rating input score 68
• Program expense ratio: 76.2%; rating input score 76
• Fundraising efficiency: $6.01 raised per $1 spent on fundraising; rating input score 24; 24th percentile among comparable filings

Transparency & Controls

• Consistency checks: 94.7%; rating input score 95; 24th percentile among comparable filings
• Pay-setting controls: 5 of 6 controls in place; rating input score 83
  • Compensation committee: Pass
  • Independent consultant: Missing
  • Other Form 990s reviewed: Pass
  • Written employment contract: Pass
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Scored; rating input score 0
• Grant itemization coverage: 96.8%; rating input score 97; 26th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 17.2%; rating input score 79; 79th percentile among comparable filings
• Total-asset coverage ratio: 7.63; rating input score 89; 89th percentile among comparable filings
• Liabilities to assets ratio: 0.17; rating input score 62; 62nd percentile among comparable filings
• Officer compensation ratio: 12.1%; rating input score 14; 14th percentile among comparable filings

Growth

• Program expense growth: 0.7% per year; rating input score 100; 13th percentile among comparable filings
• Revenue growth: 7.3% per year; rating input score 100; 61st percentile among comparable filings
• Asset growth: 8.2% per year; rating input score 100; 56th percentile among comparable filings