Jewish Federation of the Sacramento Region EIN 94-1156558

Jewish Federation of the Sacramento Region

EIN  94-1156558 Public foundation / grantmaker Sacramento, CA
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Enriches the Jewish community and its supporters locally, in Israel, and globally.
Leadership
M Socolovsky · CEO · $91K
Money in and out
$910K revenue, $1.1M expenses
Bottom line
80% program efficiency

Enriches the Jewish community and its supporters locally, in Israel, and globally. For fiscal year 2024 it reported $910K in revenue, $1.1M in expenses, and $2.3M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$910K
Pt VIII · Ln 12
Total expenses
$1.1M
Pt IX · Ln 25
Net assets
$2.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$186K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.13 Fundraising $0.07
Program efficiency
80%
of spending reaches programs▼ -2% vs prior filing year
Operating runway
15.1mo
months of highly liquid reserves at operating expense rate▲ +22% vs prior filing year
Surplus margin
-20%
revenue over expenses, this year▲ +64% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$910K
FY2024▲ +1%
Expenses
$1.1M
FY2024▼ -22%
Total assets
$2.4M
FY2024▼ -6%
Total liabilities
$97K
FY2024▼ -13%
Total revenue
$910K
Pt VIII · Ln 12
Total expenses
$1.1M
Pt IX · Ln 25
Net assets
$2.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$186K
Total assetsPt X · Ln 16$2.4M
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 317
Independent voting membersPt I · Ln 417
Mission & Programs · Part III

Where the work happens

1 program service account for $874K of program spending, described in the organization's own filed words · FY2024.
01

Various programs for education, community assistance, and enrichment.

$874Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJewish Federation of the Sacramento Region
EINHdr · item D94-1156558
Principal addressHdr · item CSacramento, CA
WebsiteHdr · item Jwww.jewishsac.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFFeb 1969

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a17
Independent voting membersPt VI · Ln 1b17
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
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
$90,668Pt VII · Sec A
Interim CEO
$20,769Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A

M Socolovsky’s $91K as CEO is at the 81st 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
William Recht$84,865$115,782$135,967$108,202
M Socolovsky$90,668
Pam Herman$20,769$30,045

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.

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Statement of Revenue

Part VIII
Contributions & grants$799K · 88%
Other revenue$84K · 9%
Investment income$26K · 3%
Contributions & grants88%$799K
Other revenue9%$84K
Investment income3%$26K
Total revenueLn 12$910K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.13 Fundraising $0.07
Program services80%$874K
Management & general13%$141K
Fundraising7%$80K
Total functional expensesLn 25$1.1M

Balance Sheet

Part X · end of year
CashLn 1$598K
Total assetsLn 16$2.4M
Total liabilitiesLn 26$97K
Total net assetsLn 32$2.3M
Months of cash on handcomputed6.5

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 $1.1M
15.1 months
Where the money goes
Program services
Program services $874K · Total expenses $1.1M
80%
Management & General
Management & general $141K · Total expenses $1.1M
13%
Fundraising
Fundraising $80K · Total expenses $1.1M
7%
Cost to raise $1
Fundraising expense (3-yr avg) $107K · Solicited contributions (3-yr avg) $1.1M
$0.10 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $799K · Total revenue $910K
88%
Government reliance
Government grants — · Total revenue $910K
Earned-income share
Program service revenue $0 · Total revenue $910K
0%
Investment reliance
Investment income $26K · Total revenue $910K
+3%
Program self-sufficiency
Program service revenue $0 · Total expenses $1.1M
0%
Growth & trend
Revenue growth (YoY)
This year $910K · Prior year $898K
+1%
Revenue CAGR
FY2020 $1.3M · FY2024 $910K
-8%
Net-asset trend (YoY)
End of year $2.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $910K · Expenses $1.1M
-20%
Liabilities-to-Assets
Total liabilities — · Total assets $2.4M
Net-asset ratio
Net assets $2.3M · Total assets $2.4M
96%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $781K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.4M
33%
People & payroll
Highest Reported Total Compensation
Individual M Socolovsky · Reported title CEO · Highest reported compensation $91K · Total expenses $1.1M
8%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $427K · Total expenses $1.1M
39%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 13%
Fundraising cost ratio 10%
Revenue growth 1%
Investment management fee ratio 0%
Accounting fee ratio 4%

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 · 24 grants · $516K · 2020–2024
JfnaCA · FY2024$18,000
Shalom SchoolCA · FY2024$15,000
Congregation Bnai IsraelCA · FY2024$7,500
Shalom SchoolCA · FY2023$85,000
JfnaCA · FY2023$74,409
MeltonCA · FY2023$7,000
JfnaCA · FY2022$36,058
Shalom SchoolCA · FY2022$25,000
MeltonCA · FY2022$7,000
Shalom SchoolCA · FY2021$25,000
JfnaCA · FY2021$18,000
See all 24 grants →

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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)$910K revenue · viewing · ⤓ 990 PDF
FY2023$898K revenue · ⤓ 990 PDF
FY2022$1.7M revenue · ⤓ 990 PDF
FY2021$894K revenue · ⤓ 990 PDF
FY2020$1.3M revenue · ⤓ 990 PDF

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Sources

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