Civic Intelligence

Jewish Community Foundation of Nm

EIN 46-4161463 • 501(c)3 • Albuquerque, NM

Profile

To build and perpetuate support for a vibrant, caring jewish community through partnerships with donors and organizations. The foundation receives, administers and disposes of funds for charitable purposes.

5520 Wyoming Blvd NEAlbuquerque, NM 87109

www.jcfnm.org

Siviq Scores

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

Liabilities / Assets

97th percentile

0.45x

Higher debt load relative to assets than 97% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

3.06x

Higher debt load relative to revenue than 97% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Source year 2024

Net Margin

61st percentile

36%

Higher net margin than 61% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$54,720

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

NTEE T • $10M-$25M nonprofits • Source year 2024

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

67%

Faster revenue growth than 65% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$10,427,067

Up $1,005,158 (+11%) from 2023

Liabilities

Up

$4,677,544

Up $451,533 (+11%) from 2023

Net Assets

Up

$5,749,523

Up $553,625 (+11%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin61st percentile

Revenue

Up

$1,527,540

Up $611,847 (+67%) from 2023

Expenses

Up

$973,915

Up $175,706 (+22%) from 2023

Net Income

Up

$553,625

Up $436,141 (+371%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2015: $2,439,909Liabilities 2015: $1,479,460Net Assets 2015: $960,4492015Assets 2016: $3,820,050Liabilities 2016: $2,388,196Net Assets 2016: $1,431,8542016Assets 2017: $4,523,616Liabilities 2017: $2,720,145Net Assets 2017: $1,803,4712017Assets 2018: $5,022,895Liabilities 2018: $3,140,825Net Assets 2018: $1,882,0702018Assets 2019: $6,361,374Liabilities 2019: $3,545,155Net Assets 2019: $2,816,2192019Assets 2020: $7,720,871Liabilities 2020: $4,170,189Net Assets 2020: $3,550,6822020Assets 2021: $9,633,327Liabilities 2021: $5,147,712Net Assets 2021: $4,485,6152021Assets 2022: $8,901,640Liabilities 2022: $3,823,226Net Assets 2022: $5,078,4142022Assets 2023: $9,421,909Liabilities 2023: $4,226,011Net Assets 2023: $5,195,8982023Assets 2024: $10,427,067Liabilities 2024: $4,677,544Net Assets 2024: $5,749,5232024

Highlighted filing

2024

Assets$10,427,067
Liabilities$4,677,544
Net Assets$5,749,523
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2015: $1,237,254Expenses 2015: $300,740Net Income 2015: $936,5142015Revenue 2016: $711,484Expenses 2016: $240,079Net Income 2016: $471,4052016Revenue 2017: $817,626Expenses 2017: $446,009Net Income 2017: $371,6172017Revenue 2018: $481,424Expenses 2018: $402,825Net Income 2018: $78,5992018Revenue 2019: $1,136,075Expenses 2019: $362,450Net Income 2019: $773,6252019Revenue 2020: $991,138Expenses 2020: $518,715Net Income 2020: $472,4232020Revenue 2021: $1,227,176Expenses 2021: $476,323Net Income 2021: $750,8532021Revenue 2022: $1,591,364Expenses 2022: $647,205Net Income 2022: $944,1592022Revenue 2023: $915,693Expenses 2023: $798,209Net Income 2023: $117,4842023Revenue 2024: $1,527,540Expenses 2024: $973,915Net Income 2024: $553,6252024

Highlighted filing

2024

Revenue$1,527,540
Expenses$973,915
Net Income$553,625
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,427,067
Liabilities
$4,677,544
Net assets
$5,749,523
Revenue
$1,527,540
Expenses
$973,915
Net income
$553,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$4.68$5.75$1.53$0.97$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.42$4.23$5.20$0.92$0.80$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.90$3.82$5.08$1.59$0.65$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.63$5.15$4.49$1.23$0.48$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$4.17$3.55$0.99$0.52$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$3.55$2.82$1.14$0.36$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$3.14$1.88$0.48$0.40$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$2.72$1.80$0.82$0.45$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$2.39$1.43$0.71$0.24$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$1.48$0.96$1.24$0.30$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$1,530,750
Mission and Program Overview

Mission

To build and perpetuate support for a vibrant, caring jewish community through partnerships with donors and organizations. The foundation receives, administers and disposes of funds for charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$211,403$317,201▲ $105,798
Pledges and Grants Receivable-$91,500-
Accounts Receivable$5,391$5,621▲ $230
Prepaid Expenses and Deferred Charges$4,067$3,860▼ $207
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$9,421,909$10,427,067▲ $1,005,158
Other Assets Total$9,201,048$10,008,885▲ $807,837
Liabilities
Other Liabilities$4,218,629$4,674,150▲ $455,521
Accounts Payable and Accrued Expenses$7,382$3,394▼ $3,988
Total Liabilities$4,226,011$4,677,544▲ $451,533
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,869,688$3,199,897▲ $330,209
Net Assets With Donor Restrictions$2,326,210$2,549,626▲ $223,416
Total Net Assets Fund Balance$5,195,898$5,749,523▲ $553,625
Total Liabilities and Net Assets / Fund Balance$9,421,909$10,427,067▲ $1,005,158

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$127,043--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,339,646$793,982▲ $411,054-$4,915,123
2023$4,469,968$425,661▲ $446,227-$4,339,646
2022$4,181,199$1,116,359▼ $297,798-$4,469,968
2021$3,272,893$779,373▲ $486,801-$4,181,199
2020$2,637,530$728,349▲ $298,725-$3,272,893
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erika RimsonExecutive DirectorPT$54,720$54,720

Board Members and Trustees

NameTitle
Dan NewmanChair/director
Jane WishnerVice Chair/Director
Charles BuxbaumDirector
Harvey BuchalterDirector
Jay RosenblumDirector
Joanna ColangeloDirector
Ken WarnerDirector
Lisa FriedmanDirector
Maggie HirschDirector
Michael KrashinDirector
Michael WaldDirector
Naomi SandweissDirector
Ron WingerDirector
Sarah NewmanDirector
Steven RogersDirector
Suzie LubarDirector
Judith ZabelSecretary/Director
Bob DavisTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,038,086
Program Service Revenue
$48,954
Investment Income
$442,710
Other Revenue
$-2,210
All Other Contributions
$1,038,086
Change in Net Assets
$553,625

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$160,174Sales Price
Total Noncash Contributions5$160,174-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,527,540
Revenue Not Reported on Form 990
$3,210
Total Revenue per Audited Statements
$1,530,750
Total Revenue per Form 990
$1,527,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$810,993
Other Expenses$100,463
Salaries, Compensation, and Employee Benefits$62,459
Total Fundraising Expense$22,171
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$810,993--$810,993
Current Officers, Directors, Trustees, and Key Employees$16,416$27,360$10,944$54,720
Fees for Service Investment Mgmnt Fees$26,817$21,454$5,363$53,634
Fees for Services Accounting$9,899$7,919$1,980$19,798
Fees for Services Legal$2,804$2,242$561$5,607
Information Technology$2,755$2,204$551$5,510
Payroll Taxes$1,363$2,271$908$4,542
Office Expenses$1,735$1,387$347$3,469
Other Salaries and Wages$959$1,598$640$3,197
Occupancy$1,500$1,200$300$3,000
Advertising$1,162$930$232$2,324
Insurance$1,034$826$207$2,067
Travel$534$426$107$1,067
Other Expenses$75$125$31$75
Total Functional Expenses$881,802$69,942$22,171$973,915

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$973,915
Total Expenses per Audited Statements$973,915
Total Expenses per Form 990$973,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nm FoundationSanta Fe, NM-Designated Programs$180,905
Jewish Community Center AbqAlbuquerque, NM-GENERAL SUPPORT;SOCIAL SERVICES$72,788
Congregation AlbertAlbuquerque, NM-General Support and Education$42,340
Fidelity CharitableCincinnati, OH-General Support$32,375
Bosque SchoolAlbuquerque, NM-Environment Education$25,000
Jewish Community FoundationAlbuquerque, NM-General Support$24,125
United Way North Central NmAlbuquerque, NM-General Support$15,000
Hillel at UnmAlbuquerque, NM-General Support$14,932
Roadrunner Food BankAlbuquerque, NM-General Support$14,700
Planned Parenthood of RmDenver, CO-General Support$14,500
Unm FoundationAlbuquerque, NM-Lecture Series$11,500
Nm Jewish Historical SocietyAlbuquerque, NM-General Support$10,202
Childrens Hospital ColoradoAurora, CO-General Support$10,000
Columbia RiverkeeperPortland, OR-General Support$10,000
National Dance InstituteAlbuquerque, NM-General Support$10,000
AjcNew York, NY-Education & General Support$9,705
New Mexico Holocaust MuseumAlbuquerque, NM-General Support$8,810
AdlNew York, NY-General Support$7,800
Nm Immigrant Law CenterAlbuquerque, NM-General Support$6,000
Wilshire Boulevard TempleLos Angeles, CA-General Support$5,780
Jewish Fed of PrincetonLawrenceville, NJ-General Support$5,300
Hadassah FoundationNew York, NY-General Support$5,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,210
Fundraising Gross Income$1,000
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for Others$4,674,150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Dan newman (director) and sarah newman (director) are father and daughter.”

Form 990, Part VI, Section B, Line 11B

“The finance and investment committee has the responsibility of reviewing and approving the form 990. The committee meets, reviews and approves prior to filing. If significant issues arise, the committee will present the issues to the board for informational purposes or approval. A copy of the filed form 990 is made available to all board members.”

Form 990, Part VI, Section B, Line 12C

“Each year every board member is asked to review the conflict of interest policy and sign a conflict of interest statement that includes disclosure of financial interests. The executive director reviews the statements, and if a board member has financial interests, the board of directors will decide if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“The foundation's most recent audited financial statements and 990 are available on its website. The foundation's conflict of interest policy and governing documents are available to the public upon written request to the executive director. The contact information for the executive director is available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Jewish Community Foundation of Nm
EIN
46-4161463
Phone
5053484472
Address
5520 WYOMING BLVD NE, ALBUQUERQUE, NM 87109

Signing Officer

Name
Steven Rogers
Title
Treasurer
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Winger
Formed
2013
Legal Domicile
Nm
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
25

Preparer

Firm
Balkcom & Company CPAs PA
Address
1201 Eubank NE Ste 4, Albuquerque, NM 87112
Preparer
Lawrence a Pearsall
Phone
5052930173
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowments are held for donor restricted uses and board restricted uses.”

Part X : FIN48 Footnote

“Management believes that the activities of the foundation are within their tax exempt purpose, and that there are no uncertain tax positions. Any interest and penalties recognized associated with a tax position are classified as current in the foundation's financial statements. There were no interest or penalties recorded as of december 31, 2024.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising dinner expense $3210”

Raw XML AppendixShowing 400 of 809 raw XML fields

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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IRS990/ActivityOrMissionDesc0TO BUILD AND PERPETUATE SUPPORT FOR A VIBRANT, CARING JEWISH COMMUNITY THROUGH PARTNERSHIPS WITH DONORS AND ORGANIZATIONS. THE FOUNDATION RECEIVES, ADMINISTERS AND DISPOSES OF FUNDS FOR CHARITABLE PURPOSES.
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IRS990/Desc0THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH PROFESSIONAL ADVISORS, FUND INVESTMENT, MANAGEMENT AND REPORTING. IN ADDITION, THE FOUNDATION SHARES EDUCATIONAL INFORMATION ABOUT CHARITABLE/LEGACY PLANNING, FUNDING IDEAS AND CHARITABLE OPPORTUNITIES IN THE JEWISH AND BROADER COMMUNITIES.ACCOMPLISHMENTS INCLUDE:FOUNDATION DISTRIBUTED GRANTS FROM NET ASSETS TOTALING $810,993 TO 206 CHARITABLE ORGANIZATIONS. GRANTS ADDRESSED NEEDS IN A VARIETY OF AREAS INCLUDING HEALTH, HUMAN SERVICES, EDUCATION, RELIGION, CULTURE, ENVIRONMENT, IMMIGRANT AND REFUGEE ASSISTANCE, AND THE ARTS. ONE COLLEGE SCHOLARSHIP, THIRTEEN CAMP SCHOLARSHIPS, AND ONE ISRAEL EXPERIENCE SCHOLARSHIP WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH AND YOUNG ADULTS.FOUNDATION STAFF HELPED EDUCATE THE JEWISH COMMUNITY ABOUT CHARITABLE PLANNING AND WORKED WITH DONORS TO DEVELOP LEGACY PLANS AND OPEN FUNDS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES NOW AND INTO THE FUTURE. FOUNDATION EXTENDED ITS PARTICIPATION IN THE LIFE & LEGACY ENDOWMENT DEVELOPMENT PROGRAM IN PARTNERSHIP WITH HAROLD GRINSPOON FOUNDATION. LIFE & LEGACY, A PROVEN, SUCCESSFUL INITIATIVE IN 75 OTHER COMMUNITIES THROUGHOUT NORTH AMERICA, PROMOTES AFTER-LIFETIME GIVING TO BENEFIT JEWISH ORGANIZATIONS. THE PROGRAM EMPHASIZES STEWARDSHIP AND FORMALIZATION OF LEGACY GIFTS AND PROMOTES A COLLABORATIVE APPROACH THAT STRENGTHENS THE ENTIRE COMMUNITY.NINE NEW MEXICO JEWISH ORGANIZATIONS (6 IN ALBUQUERQUE, 2 IN SANTA FE, AND 1 IN LOS ALAMOS) ARE PARTICIPATING. THE PROGRAM, SINCE INCEPTION IN 2018, HAD GENERATED LEGACY GIFTS WITH AN ESTIMATED VALUE OF $6.8 MILLION AND $1.3 MILLION OF REALIZED ENDOWMENT GIFTS AS OF DECEMBER 31, 2024. FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES.
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