Jewish Federation of the Bluegrass INC EIN 31-0906786

Jewish Federation of the Bluegrass INC

EIN  31-0906786 Public foundation / grantmaker Lexington, KY
Form 990 (PDF) Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Jewish Federation of the Bluegrass INC claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
Builds community and offers volunteer programs for Jewish people in Central Kentucky and abroad.
Leadership
Kathy Stein · Director
Money in and out
$632K revenue, $589K expenses
Bottom line
44% program efficiency

Builds community and offers volunteer programs for Jewish people in Central Kentucky and abroad. For fiscal year 2024 it reported $632K in revenue, $589K in expenses, and $1.4M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$632K
Pt VIII · Ln 12
Total expenses
$589K
Pt IX · Ln 25
Net assets
$1.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $44K
Where spending went · Part IX cols B–D
Program services $0.44 Management & general $0.56
Program efficiency
44%
of spending reaches programs▲ +96% vs prior filing year
Operating runway
28.3mo
months of highly liquid reserves at operating expense rate▲ +16% vs prior filing year
Surplus margin
+7%
revenue over expenses, this year▲ +450% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$632K
FY2024▲ +34%
Expenses
$589K
FY2024▲ +23%
Total assets
$1.4M
FY2024▲ +43%
Total liabilities
$5K
FY2024▼ -89%
Total revenue
$632K
Pt VIII · Ln 12
Total expenses
$589K
Pt IX · Ln 25
Net assets
$1.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$44K
Total assetsPt X · Ln 16$1.4M
Program-expense ratioPt IX · col B44%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 414
Mission & Programs · Part III

Where the work happens

3 program services account for $256K of program spending, described in the organization's own filed words · FY2024.
01

Community-wide programs and educational activities that enhance jewish identity and foster and understanding of jewish culture and religion.

$231Kprogram expense
02

Ewish family services (JFS) addresses issues that affect the bluegrass jewish community by offering direct and indirect support services. The staff of JFS provides services in a manner sensitive to jewish culture, values, and ideals.

$19Kprogram expense
03

Through a membership in PJ library, provide free books that celebrate jewish values and culture to families with children from birth to twelve years old.

$6Kprogram expense

Run this program? Claim this org to tell your story

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJewish Federation of the Bluegrass INC
EINHdr · item D31-0906786
Principal addressHdr · item CLexington, KY
WebsiteHdr · item Jwww.jewishlexington.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MKY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFJan 1977

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1b14
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A

Mindy Haas’s $100K as Executive Dir. is at the 84th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2022FY2021FY2020
Mindy Haas$99,750
Mindy Haas$95,000$19,792

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Jewish Federation of the Bluegrass INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Statement of Revenue

Part VIII
Contributions & grants$591K · 94%
Program service revenue$41K · 6%
Contributions & grants94%$591K
Program service revenue6%$41K
Investment income$41
Other revenue$321
Total revenueLn 12$632K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.44 Management & general $0.56
Program services44%$256K
Management & general56%$332K
Total functional expensesLn 25$589K

Balance Sheet

Part X · end of year
CashLn 1$1.4M
Total assetsLn 16$1.4M
Total liabilitiesLn 26$5K
Total net assetsLn 32$1.4M
Months of cash on handcomputed28.3

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.4M · Operating expenses/yr $589K
28.3 months
Where the money goes
Program services
Program services $256K · Total expenses $589K
44%
Management & General
Management & general $332K · Total expenses $589K
56%
Fundraising
Fundraising $0 · Total expenses $589K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $507K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $591K · Total revenue $632K
94%
Government reliance
Government grants — · Total revenue $632K
Earned-income share
Program service revenue $41K · Total revenue $632K
6%
Investment reliance
Investment income $41 · Total revenue $632K
0%
Program self-sufficiency
Program service revenue $41K · Total expenses $589K
7%
Growth & trend
Revenue growth (YoY)
This year $632K · Prior year $470K
+34%
Revenue CAGR
FY2020 $380K · FY2024 $632K
+14%
Net-asset trend (YoY)
End of year $1.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $632K · Expenses $589K
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $1.4M
Net-asset ratio
Net assets $1.4M · Total assets $1.4M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.4M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Kathy Stein · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $589K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $391K · Total expenses $589K
66%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 44%
Overhead ratio 56%
Fundraising cost ratio 0%
Revenue growth 34%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 4 grants · $77K · 2023–2024
Unitemized GrantFY2024$15,345
Unitemized GrantFY2024$3,209
Unitemized GrantFY2024$800

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$632K revenue · viewing · ⤓ 990 PDF
FY2023$470K revenue · ⤓ 990 PDF
FY2022$568K revenue · ⤓ 990 PDF
FY2021$804K revenue · ⤓ 990 PDF
FY2020$380K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.