Civic Intelligence

Jewish Community Alliance

EIN 82-1992641 • 501(c)3 • Jacksonville, FL

Profile

To provide good stewardship of resources, fundraising, and investments to assist, support, and expand the various programs and meet the unique needs of members of the jacksonville jewish community, including the jewish community alliance.

8505 San Jose BlvdJacksonville, FL 32217

n/A

Siviq Scores

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

Liabilities / Assets

44th percentile

0.13x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

2.20x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-181%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-21%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$15,979,002

Up $1,507,683 (+10%) from 2023

Liabilities

Up

$2,000,123

Up $2,000,123 from 2023

Net Assets

Down

$13,978,879

Down $492,440 (-3.4%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin2nd percentile

Revenue

Down

$909,171

Down $247,833 (-21%) from 2023

Expenses

Up

$2,552,615

Up $2,453,462 (+2474%) from 2023

Net Income

Down

-$1,643,444

Down $2,701,295 (-255%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$20M$15M$10M$5.0M$0Assets 2017: $1Liabilities 2017: $02017Assets 2018: $1Liabilities 2018: $02018Assets 2019: $1Liabilities 2019: $02019Assets 2020: $11,703,536Liabilities 2020: $0Net Assets 2020: $11,703,5362020Assets 2021: $13,949,144Liabilities 2021: $0Net Assets 2021: $13,949,1442021Assets 2022: $13,202,207Liabilities 2022: $0Net Assets 2022: $13,202,2072022Assets 2023: $14,471,319Liabilities 2023: $0Net Assets 2023: $14,471,3192023Assets 2024: $15,979,002Liabilities 2024: $2,000,123Net Assets 2024: $13,978,8792024

Highlighted filing

2024

Assets$15,979,002
Liabilities$2,000,123
Net Assets$13,978,879
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $11,859,429Expenses 2020: $64,297Net Income 2020: $11,795,1322020Revenue 2021: $506,838Expenses 2021: $433,258Net Income 2021: $73,5802021Revenue 2022: $2,325,242Expenses 2022: $89,688Net Income 2022: $2,235,5542022Revenue 2023: $1,157,004Expenses 2023: $99,153Net Income 2023: $1,057,8512023Revenue 2024: $909,171Expenses 2024: $2,552,615Net Income 2024: -$1,643,4442024

Highlighted filing

2024

Revenue$909,171
Expenses$2,552,615
Net Income-$1,643,444
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,979,002
Liabilities
$2,000,123
Net assets
$13,978,879
Revenue
$909,171
Expenses
$2,552,615
Net income
-$1,643,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$2.00$14.0$0.91$2.55$1.64
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.16$0.10$1.06
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.33$0.09$2.24
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.51$0.43$0.07
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$11.9$0.06$11.8
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$909,171
Mission and Program Overview

Mission

To provide good stewardship of resources, fundraising, and investments to assist, support, and expand the various programs and meet the unique needs of members of the jacksonville jewish community, including the jewish community alliance.

To support & assist various organizations to meet the needs of the jacksonville jewish community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$14,471,319$15,862,478▲ $1,391,159
Accounts Receivable-$116,524-
Total Assets$14,471,319$15,979,002▲ $1,507,683
Liabilities
Grants Payable-$2,000,000-
Accounts Payable and Accrued Expenses-$123-
Total Liabilities$0$2,000,123▲ $2,000,123
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,339,092$13,798,943▼ $540,149
Net Assets With Donor Restrictions$132,227$179,936▲ $47,709
Total Net Assets Fund Balance$14,471,319$13,978,879▼ $492,440
Total Liabilities and Net Assets / Fund Balance$14,471,319$15,979,002▲ $1,507,683

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$179,936--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$132,227$30,000▲ $17,709-$179,936
2023$94,380$28,000▲ $10,531-$132,227
2022$73,180$35,000▼ $13,125-$94,380
2021-$62,000▲ $11,786-$73,180
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Rochelle StoddardChair
Samuel StrombergVice Chair
Adam FrischTrustee
Brent TragerTrustee
Debbie ParkerTrustee
Jamie SheltonTrustee
Linda SteinTrustee
Nathan GoldmanTrustee
Stephen GoldmanTrustee
Pam KornSecretary
Mark KrausTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$196,524
Program Service Revenue
$0
Investment Income
$712,647
Other Revenue
$0
Change in Net Assets
$-1,643,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,466,066
Other Expenses$86,549
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,466,066--$2,466,066
Fees for Service Investment Mgmnt Fees-$86,426-$86,426
Office Expenses-$123-$123
Total Functional Expenses$2,466,066$86,549$0$2,552,615
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Community Alliance IncJacksonville, FL501(c)(3)TO ASSIST AND SUPPORT THE JEWISH COMMUNITY ALLIANCE'S PROGRAM, ACTIVITIES, AND MEMBERS$2,466,066
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 B, Line 11B

“A copy of the form 990 is presented to the governing body for review and approval prior to being filed.”

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

“The chair of the board of directors and acting executive director review all contracts and business relationships on a semi-annual basis for any potential conflicts of interest. Any conflicts would be brought to the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Jewish Community Alliance
EIN
82-1992641
Phone
9047302100
Address
8505 SAN JOSE BLVD, JACKSONVILLE, FL 32217

Signing Officer

Name
Theresa Levy
Title
CEO
Phone
9047302100
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Levy
Formed
2016
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Firm
Forvis Mazars Llp
Address
255 S ORANGE AVENUE SUITE 600, ORLANDO, FL 32801
Preparer
Harry E Harp
Phone
4077405400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“During 2021, a fund was established as an endowment, referred to as the berman family endowment, to support the foundation's charitable mission. The endowment provides for an annual distribution not to exceed 5% of the fund's three-year average value on june 30th of each year. Distributions are to commence once the endowment fund balance reaches $250,000. The endowment fund is approximately $180,000 at june 30, 2024, and is invested at the cfnf.”

PART X, LINE 2:

“The internal revenue service has determined the jewish community alliance foundation, inc. To be a tax-exempt organization under section 501(c)(3) of the irc. Accordingly, income earned in furtherance of the foundation's tax-exempt purpose is exempt from federal and state income taxes and, as a result, these financial statements include no provision or liability for income taxes.”

Raw XML AppendixShowing 400 of 406 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MUTUAL FUNDS - EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MUTUAL FUNDS - FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MUTUAL FUNDS - BALANCED (ENDOWMENT FUND)
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DURING 2021, A FUND WAS ESTABLISHED AS AN ENDOWMENT, REFERRED TO AS THE BERMAN FAMILY ENDOWMENT, TO SUPPORT THE FOUNDATION'S CHARITABLE MISSION. THE ENDOWMENT PROVIDES FOR AN ANNUAL DISTRIBUTION NOT TO EXCEED 5% OF THE FUND'S THREE-YEAR AVERAGE VALUE ON JUNE 30TH OF EACH YEAR. DISTRIBUTIONS ARE TO COMMENCE ONCE THE ENDOWMENT FUND BALANCE REACHES $250,000. THE ENDOWMENT FUND IS APPROXIMATELY $180,000 AT JUNE 30, 2024, AND IS INVESTED AT THE CFNF.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INTERNAL REVENUE SERVICE HAS DETERMINED THE JEWISH COMMUNITY ALLIANCE FOUNDATION, INC. TO BE A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, AS A RESULT, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST AND SUPPORT THE JEWISH COMMUNITY ALLIANCE'S PROGRAM, ACTIVITIES, AND MEMBERS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PRESENTED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAIR OF THE BOARD OF DIRECTORS AND ACTING EXECUTIVE DIRECTOR REVIEW ALL CONTRACTS AND BUSINESS RELATIONSHIPS ON A SEMI-ANNUAL BASIS FOR ANY POTENTIAL CONFLICTS OF INTEREST. ANY CONFLICTS WOULD BE BROUGHT TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS MAZARS LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02

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