Civic Intelligence

Jewish Federation of Greater Bridgeport

EIN 06-0646689 • 501(c)3 • Bridgeport, CT

Profile

Serves as a fund development vehicle and investment manager for jewish center for community services and other jewish agencies primarily in the greater bpt area. To provide a means of accepting gift, bequests, devises and other forms of permanently and temporarily restricted contributions on behalf of jccs and other forms of permanently and otherwise manage and adminster these assets and to provide financial assistance to jccs and other agencies.

4200 Park Avenue Suite 300Bridgeport, CT 06604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.70x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

7126.40x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

1st percentile

-486%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

38th percentile

0.4%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,333,435

Up $24,131 (+0.4%) from 2023

Liabilities

Up

$4,446,875

Up $23,520 (+0.5%) from 2023

Net Assets

Up

$1,886,560

Up $611 (+0.0%) from 2023

Revenue

Down

$624

Down $20,789 (-97%) from 2023

Expenses

Down

$3,657

Down $134,068 (-97%) from 2023

Net Income

Up

-$3,033

Up $113,279 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,210,774Liabilities 2010: $1,856,151Net Assets 2010: $1,354,6232010Assets 2011: $3,519,972Liabilities 2011: $2,064,203Net Assets 2011: $1,455,7692011Assets 2012: $3,409,654Liabilities 2012: $2,014,885Net Assets 2012: $1,394,7692012Assets 2013: $3,566,273Liabilities 2013: $2,049,431Net Assets 2013: $1,516,8422013Assets 2014: $5,308,633Liabilities 2014: $3,576,783Net Assets 2014: $1,731,8502014Assets 2015: $4,896,947Liabilities 2015: $3,235,973Net Assets 2015: $1,660,9742015Assets 2016: $4,366,215Liabilities 2016: $2,827,836Net Assets 2016: $1,538,3792016Assets 2017: $4,677,903Liabilities 2017: $3,010,768Net Assets 2017: $1,667,1352017Assets 2018: $4,250,973Liabilities 2018: $2,722,061Net Assets 2018: $1,528,9122018Assets 2019: $4,987,518Liabilities 2019: $3,253,497Net Assets 2019: $1,734,0212019Assets 2020: $5,277,771Liabilities 2020: $3,488,582Net Assets 2020: $1,789,1892020Assets 2021: $6,358,074Liabilities 2021: $4,338,263Net Assets 2021: $2,019,8112021Assets 2022: $6,310,766Liabilities 2022: $4,881,105Net Assets 2022: $1,429,6612022Assets 2023: $6,309,304Liabilities 2023: $4,423,355Net Assets 2023: $1,885,9492023Assets 2024: $6,333,435Liabilities 2024: $4,446,875Net Assets 2024: $1,886,5602024

Highlighted filing

2024

Assets$6,333,435
Liabilities$4,446,875
Net Assets$1,886,560

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $92,2302010Expenses 2011: $102,2072011Expenses 2012: $104,4322012Revenue 2013: $144,679Expenses 2013: $100,706Net Income 2013: $43,9732013Revenue 2014: $378,556Expenses 2014: $92,177Net Income 2014: $286,3792014Revenue 2015: $97,830Expenses 2015: $100,451Net Income 2015: -$2,6212015Revenue 2016: $39,079Expenses 2016: $181,036Net Income 2016: -$141,9572016Revenue 2017: $95,433Expenses 2017: $47,290Net Income 2017: $48,1432017Revenue 2018: $79,310Expenses 2018: $164,780Net Income 2018: -$85,4702018Revenue 2019: $188,866Expenses 2019: $141,880Net Income 2019: $46,9862019Revenue 2020: $187,557Expenses 2020: $200,571Net Income 2020: -$13,0142020Revenue 2021: $1,527,830Expenses 2021: $211,878Net Income 2021: $1,315,9522021Revenue 2022: $7,374Expenses 2022: $57,029Net Income 2022: -$49,6552022Revenue 2023: $21,413Expenses 2023: $137,725Net Income 2023: -$116,3122023Revenue 2024: $624Expenses 2024: $3,657Net Income 2024: -$3,0332024

Highlighted filing

2024

Revenue$624
Expenses$3,657
Net Income-$3,033

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.33$4.45$1.89$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.31$4.42$1.89$0.02$0.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.31$4.88$1.43$0.01$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.36$4.34$2.02$1.53$0.21$1.32
2020Detailed filing. Detailed filing data is available for this year.$5.28$3.49$1.79$0.19$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.99$3.25$1.73$0.19$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.25$2.72$1.53$0.08$0.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.68$3.01$1.67$0.10$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.37$2.83$1.54$0.04$0.18$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.90$3.24$1.66$0.10$0.10$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.31$3.58$1.73$0.38$0.09$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$2.05$1.52$0.14$0.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$2.01$1.39$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$2.06$1.46$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$1.86$1.35$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$624
Mission and Program Overview

Mission

The jewish community foundation is established to serve as a fund development vehicle, depository, and investment and financial services manager for tax-exempt organizations serving the jewish community of upper fairfield county, the federation for jewish philanthropy of upper fairfield county (the "federation"), and other agencies of upper fairfield county (the"community). The principal purposes of the foundation are to provide a means of accepting gifts, bequests, devises and other forms of endowment donations on behalf of the community; to invest, reinvest, and otherwise manage and administer its assets; and to provide financial assistance consistent with the mission of the fjp, other charitable organizations of the community, the long-term need of the community, the intent of the donor, and (when applicable) the discretion of the board of directors of he foundation.

Serve as a fund development vehicle and investment manager for the federation for jewish philanthropy of upper fairfield county and other jewish agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,228,792$6,228,792→ $0
Cash and Non-Interest-Bearing Accounts-$52,008-
Other Notes and Loans Receivable, Net$78,018$50,141▼ $27,877
Accounts Receivable$2,494$2,494→ $0
Total Assets$6,309,304$6,333,435▲ $24,131
Liabilities
Escrow Account Liability$4,298,972$4,317,066▲ $18,094
Other Liabilities$100,882$116,801▲ $15,919
Accounts Payable and Accrued Expenses$23,501$13,008▼ $10,493
Total Liabilities$4,423,355$4,446,875▲ $23,520
Net Assets / Fund Balance
Net Assets With Donor Restrictions$944,939$944,939→ $0
Net Assets Without Donor Restrictions$941,010$941,621▲ $611
Total Net Assets Fund Balance$1,885,949$1,886,560▲ $611
Total Liabilities and Net Assets / Fund Balance$6,309,304$6,333,435▲ $24,131

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$944,939---$944,939
2023$944,939---$944,939
2022$944,939---$944,939
2021$944,939---$944,939
2020$944,939---$944,939
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff SiegelChairman
David CohenPresident
Arthur FinkleBoard Member
Cecilia MeshBoard Member
David VineBoard Member
Hal RosnickBoard Member
James SugarmanBoard Member
Jon AugustBoard Member
Juda EpsteinBoard Member
Keith LenderBoard Member
Rob BerkowitzBoard Member
Joel WeissCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$624
Other Revenue
$0
Change in Net Assets
$-3,033

Audited Revenue Reconciliation

Revenue per Audited Statements
$624
Total Revenue per Audited Statements
$624
Total Revenue per Form 990
$624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,657
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$3,200-$3,200
Insurance-$457-$457
Total Functional Expenses$0$3,657$0$3,657

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,657
Total Expenses per Audited Statements$3,657
Total Expenses per Form 990$3,657
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cash Overdraft$116,801
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Reviewed by the chairman and board members before it is filed.

Form 990, Page 6, Part VI, Line 19

The form 990 and other documents are available at the agency's office to any person making a request.

Filing and Contact Details

Filer

Filer Name
The Jewish Community Foundation Inc
EIN
06-0646689
Phone
2032268197
Address
4200 PARK AVENUE SUITE 300, BRIDGEPORT, CT 06604

Signing Officer

Name
Joel Weiss
Title
CEO
Phone
2032268197
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Weiss
Formed
1995
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Fiondella Milone & Lasaracina Llp
Address
300 WINDING BROOK DR STE 1, GLASTONBURY, CT 06033
Preparer
Amber D Tucker
Phone
8606573651
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The jewish community foundation is established to serve as a fund development vehicle, depository, and investment and financial services manager for tax-exempt organizations serving the jewish community of upper fairfield county, the federation for jewish philanthropy of upper fairfield county (the "federation"), and other agencies of upper fairfield county (the"community). The principal purposes of the foundation are to provide a means of accepting gifts, bequests, devises and other forms of endowment donations on behalf of the community; to invest, reinvest, and otherwise manage and administer its assets; and to provide financial assistance consistent with the mission of the fjp, other charitable organizations of the community, the long-term need of the community, the intent of the donor, and (when applicable) the discretion of the board of directors of he foundation.

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The foundation serves as a fund development vehicle and investment manager for the federation for jewish philathropy of upper fairfield county (fjp) and other jewish agencies, primarily in the greater bridgeport area. The principal mission of the foundation is to provide a means for accepting gifts, bequests, devises and other forms of permanently and temporarily restricted contributions on behalf of fjp and other agencies and programs; to invest, and otherwise manage and administer these assets; and to provide financial assistane to fjp and other agencies.

Schedule D, Page 2, Part V, Line 4

The net earnings of the endowment funds are used to make allocations to agencies.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JEWISH COMMUNITY FOUNDATION HAS AN INVESTMENT PORTFOLIO THAT PRODUCED UNREALIZED GAINS IN 2024. PUBLIC SUPPORT IS CONSIDERED TO BE THE FOUNDATION'S MAIN SOURCE OF INCOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SERVES AS A FUND DEVELOPMENT VEHICLE AND INVESTMENT MANAGER FOR THE FEDERATION FOR JEWISH PHILATHROPY OF UPPER FAIRFIELD COUNTY (FJP) AND OTHER JEWISH AGENCIES, PRIMARILY IN THE GREATER BRIDGEPORT AREA. THE PRINCIPAL MISSION OF THE FOUNDATION IS TO PROVIDE A MEANS FOR ACCEPTING GIFTS, BEQUESTS, DEVISES AND OTHER FORMS OF PERMANENTLY AND TEMPORARILY RESTRICTED CONTRIBUTIONS ON BEHALF OF FJP AND OTHER AGENCIES AND PROGRAMS; TO INVEST, AND OTHERWISE MANAGE AND ADMINISTER THESE ASSETS; AND TO PROVIDE FINANCIAL ASSISTANE TO FJP AND OTHER AGENCIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE NET EARNINGS OF THE ENDOWMENT FUNDS ARE USED TO MAKE ALLOCATIONS TO AGENCIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE JEWISH COMMUNITY FOUNDATION IS ESTABLISHED TO SERVE AS A FUND DEVELOPMENT VEHICLE, DEPOSITORY, AND INVESTMENT AND FINANCIAL SERVICES MANAGER FOR TAX-EXEMPT ORGANIZATIONS SERVING THE JEWISH COMMUNITY OF UPPER FAIRFIELD COUNTY, THE FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY (THE "FEDERATION"), AND OTHER AGENCIES OF UPPER FAIRFIELD COUNTY (THE"COMMUNITY). THE PRINCIPAL PURPOSES OF THE FOUNDATION ARE TO PROVIDE A MEANS OF ACCEPTING GIFTS, BEQUESTS, DEVISES AND OTHER FORMS OF ENDOWMENT DONATIONS ON BEHALF OF THE COMMUNITY; TO INVEST, REINVEST, AND OTHERWISE MANAGE AND ADMINISTER ITS ASSETS; AND TO PROVIDE FINANCIAL ASSISTANCE CONSISTENT WITH THE MISSION OF THE FJP, OTHER CHARITABLE ORGANIZATIONS OF THE COMMUNITY, THE LONG-TERM NEED OF THE COMMUNITY, THE INTENT OF THE DONOR, AND (WHEN APPLICABLE) THE DISCRETION OF THE BOARD OF DIRECTORS OF HE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE CHAIRMAN AND BOARD MEMBERS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 AND OTHER DOCUMENTS ARE AVAILABLE AT THE AGENCY'S OFFICE TO ANY PERSON MAKING A REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/AddressLine1Txt0865 HIGH RIDGE ROAD
IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006905
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL WEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02032268197
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JEWISH COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JEWI
ReturnHeader/Filer/EIN0060646689
ReturnHeader/Filer/PhoneNum02032268197
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 PARK AVENUE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0BRIDGEPORT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061648707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIONDELLA MILONE & LASARACINA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 WINDING BROOK DR STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006033
ReturnHeader/PreparerPersonGrp/PhoneNum08606573651
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBER D TUCKER
ReturnHeader/ReturnTs02025-11-14T13:54:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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