Nonprofit · EIN 95-2407026
JEWISH FEDERATION OF ORANGE COUNTY
Tax-exempt · IRVINE, CA 92603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,719,188 | $4,566,375 | $152,813 | $14,735,910 | $673,092 | $14,062,818 |
| December 31, 2023 | 990 | $5,967,405 | $4,342,335 | $1,625,070 | $13,988,874 | $569,400 | $13,419,474 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,443,112
- of which government grants
- $267,270
- Program service revenue
- $0
- Investment income
- $464,499
- Net gain from sales of assets
- -$1,402
- Net income from fundraising events
- -$199,323
- Other revenue
- -$188,423
Expenses
- Grants and similar amounts paid
- $1,449,398
- Compensation of officers, directors and key employees
- $374,748
- Other salaries and wages
- $1,424,831
- Salaries, compensation and benefits (total)
- $2,148,261
- Professional fundraising fees
- $0
- Accounting fees
- $46,100
- Occupancy
- $232,782
- Travel
- $37,414
- Depreciation
- $2,285
- Program services (functional)
- $3,603,934
- Management and general (functional)
- $669,168
- Fundraising (functional)
- $293,273
Balance sheet and other
- Total assets, start of year
- $13,988,874
- Total assets, end of year
- $14,735,910
- Total liabilities, end of year
- $673,092
- Net assets, end of year
- $14,062,818
- Land, buildings and equipment
- $9,688
- Publicly traded securities
- $4,888,203
- Net assets without donor restrictions
- $270,395
- Net assets with donor restrictions
- $13,792,423
- Gross receipts
- $5,548,345
- Employees
- 26
- Volunteers
- 160
- Year formed
- 1966
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIK LUDWIG | PRESIDENT & CHIEF EXECUTIVE OFFICER Officer | 40 | $362,765 | $11,982 |
| KATHLEEN MELLON | CHIEF ADMINISTRATIVE OFFICER Highest-paid employee | 40 | $135,604 | $22,532 |
| ADINA KOSOFF | CONTROLLER Highest-paid employee | 40 | $149,728 | $6,068 |
| STEPHANIE EPSTEIN | CHIEF PHILANTHROPY OFFICER Highest-paid employee | 40 | $139,555 | $6,721 |
| AMIR KAHANA | CHAIR OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 |
| DANIELLE BRONNER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BARRY GROSSMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER KLINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LORI SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARON BECK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NAOMI BLESOFSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YAEL ARONOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON FELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE KAUFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENTLEY KERR | DIRECTOR Trustee or director | 1 | $0 |
| PETER MACDONALD | DIRECTOR Trustee or director | 1 | $0 |
| ANNA PUTTERMAN | DIRECTOR Trustee or director | 1 | $0 |
| PATTY SEYBURN | DIRECTOR Trustee or director | 1 | $0 |
| MARGOT SHAPIRO | DIRECTOR Trustee or director | 1 | $0 |
| LEN SIMON | DIRECTOR Trustee or director | 1 | $0 |
| STUART WOLFE | DIRECTOR Trustee or director | 1 | $0 |
| SAM WYMAN | DIRECTOR Trustee or director | 1 | $0 |
| ANDREA ALFI | DIRECTOR (UNTIL 09/2024) Trustee or director | 1 | $0 |
| HOWARD LEVY | DIRECTOR (UNTIL 09/2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIK LUDWIG | PRESIDENT & CHIEF EXECUTIVE OFFICER Officer | 40 | $282,513 | $46,863 |
| KATHLEEN MELLON | CHIEF ADMINISTRATIVE OFFICER Highest-paid employee | 40 | $128,954 | $23,030 |
| ADINA KOSOFF | CONTROLLER Highest-paid employee | 40 | $144,385 | $5,854 |
| STEPHANIE EPSTEIN | CHIEF PHILANTHROPY OFFICER Highest-paid employee | 40 | $126,110 | $6,172 |
| HEATHER KLINE | CHAIR OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 |
| AMIR KAHANA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BARRY GROSSMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANDREA ALFI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADAM MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARON BECK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NAOMI BLESOFSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIELLE BRONNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON FELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE KAUFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BENTLEY KERR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER MACDONALD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNA PUTTERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATTY SEYBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID SIEGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STUART WOLFE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAM WYMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 FEDERATION WAY STE 210, IRVINE, CA 92603-0174
- Principal officer (990 for 2024)
- ERIK LUDWIG, 1 FEDERATION WAY 210, IRVINE, CA 92603
- Signed the 990
- BARRY GROSSMAN, TREASURER
- Phone
- (949) 435-3484
- Website
- WWW.JEWISHORANGECOUNTY.ORG
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2407026 or by the name JEWISH FEDERATION OF ORANGE COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
FEDERATION CONVENES, ENGAGES, AND LEADS THE ORANGE COUNTY JEWISH COMMUNITY AND ITS PARTNERS, LEVERAGES RESOURCES TO ENHANCE AND SUSTAIN JEWISH LIFE, ASSISTS JEWS IN NEED, AND MOBILIZES ON ISSUES OF CONCERN TO THE LOCAL JEWISH COMMUNITY, AND STRENGTHENS ITS BOND WITH ISRAEL AND JEWISH PEOPLE GLOBALLY.
Program accomplishments
- SERVING COMMUNITY MEMBERS IN NEEDHOLOCAUST SURVIVOR PROGRAM: 182 SURVIVORS WERE SERVED IN 2024 WITH INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES; ASSISTANCE WITH RESTITUTION APPLICATIONS; EMERGENCY FINANCIAL AID; AND CAF EUROPA, A SERIES OF SOCIAL EVENTS; ALL THROUGH JFEDOC'S PARTNERSHIP WITH JEWISH FAMILY SERVICE OF SAN DIEGO, SUPPORTED BY JFEDOC DONORS. ADULTS WITH DISABILITIES: IN 2024, 40 ADULTS WITH DISABILITIES WERE SERVED THROUGH THE JEREMIAH SOCIETY, A MONTHLY SOCIAL AND EDUCATIONAL PROGRAM; AND THROUGH JEWISH PROGRAMMING COORDINATED FOR RESIDENTS OF MANDEL HOUSE AND HORWITZ FAMILY HOUSE, GROUP HOMES ESTABLISHED BY JFEDOC IN 2014 AND 2017. THE GROUP HOMES WERE TRANSFERRED TO THE IRVINE COMMUNITY LAND TRUST IN 2021 AND JFEDOC CONTINUES TO PROVIDE JEWISH ENRICHMENT TO THE RESIDENTS OF THE HOMES THROUGH JEREMIAH SOCIETY AND IN-HOME JEWISH HOLIDAY CELEBRATIONS.LIFELINES ASSISTANCE: 362 ORANGE COUNTY HOUSEHOLDS WERE SERVED IN 2024 WITH SOLUTION-FOCUSED CASE MANAGEMENT, FINANCIAL ASSISTANCE FOR QUALIFIED CLIENTS, AND RESOURCE REFERRAL SERVICES TO AID CLIENTS IN NAVIGATING THE OFTEN-COMPLEX NETWORK OF GOVERNMENT AND NONPROFIT SOCIAL SERVICE RESOURCES AVAILABLE TO THEM.Expenses $310,415 · grants $321,584
- PHILANTHROPY AND LEADERSHIP DEVELOPMENTIN 2024, OVER 1,800 JFEDOC'S DONORS REPRESENTING 1,705 HOUSEHOLDS BENEFITED FROM PROGRAMS, EVENTS, VOLUNTEER OPPORTUNITIES, AND LEADERSHIP DEVELOPMENT, AS WELL AS ONGOING COMMUNICATIONS ON LOCAL AND GLOBAL JEWISH ISSUES AND ACHIEVEMENTS. THE MAJORITY OF JFEDOC'S DONORS BENEFITING FROM THESE SERVICES WERE MEMBERS OF ITS SOLOMON SOCIETY AND WOMEN'S PHILANTHROPY.Expenses $1,007,584
- GRANTMAKINGISRAEL EMERGENCY CAMPAIGN: LAUNCHED IN THE IMMEDIATE AFTERMATH OF THE OCTOBER 7, 2023, ATTACKS ON ISRAEL, JFEDOC'S ISRAEL EMERGENCY CAMPAIGN ENGAGED OVER 1,000 DONORS WHO CONTRIBUTED SOME $1.06 MILLION FOR HUMANITARIAN RELIEF. AS OF DECEMBER 2024, A TOTAL OF $1.25 MILLION, INCLUDING $200,000 FROM THE LEON NINBURG ISRAEL EMERGENCY FUND, HAD BEEN DISTRIBUTED PER THE RECOMMENDATION OF FEDERATION'S COMMUNITY PLANNING & GRANTS COMMITTEE, WITH APPROVAL BY THE BOARD, TO NONPROFIT PARTNERS IN ISRAEL PROVIDING TRAUMA AND MEDICAL CARE, HOUSING, SMALL BUSINESS LOANS, AND OTHER CRITICAL SERVICES.TEEN ENGAGEMENT & WELLNESS INITIATIVE: 898 ORANGE COUNTY JEWISH TEENS BENEFITED FROM JFEDOC'S GRANTS UNDER THIS INITIATIVE TO FIVE INNOVATIVE PROGRAMS OFFERED BY JFEDOC'S COMMUNITY PARTNERS. PASSPORT TO JEWISH LIFE: 108 JEWISH STUDENTS IN GRADES 3-12 WERE ASSISTED BY JFEDOC PASSPORT GRANTS TO SUPPORT THEIR PARTICIPATION IN JEWISH SUMMER CAMP, MACCABI GAMES, SUMMER YESHIVAS, AND OTHER IMMERSIVE JEWISH SUMMER PROGRAMS.WEISSMAN ARTS: 750+ COMMUNITY MEMBERS PARTICIPATED IN CELEBRATE ISRAEL @ 76, A COMMUNITY ARTS AND CULTURE FESTIVAL IN MAY CELEBRATING ISRAELI INDEPENDENCE DAY, SPONSORED BY A GRANT FROM JFEDOC'S WEISSMAN ARTS FUND.ROSE PROJECT: GRANTS FROM THE ROSE PROJECT SUPPORTED HILLEL ORANGE COUNTY, CHABAD AT UNIVERSITY OF CALIFORNIA, IRVINE, AND CHABAD AT CHAPMAN UNIVERSITY AND CALIFORNIA STATE UNIVERSITY, FULLERTON. STUDENTS AT THE UNIVERSITY CAMPUSES AND LOCAL COMMUNITY COLLEGES BENEFITED FROM REGULAR PROGRAMMING PROVIDED BY THESE JEWISH CAMPUS ORGANIZATIONS.Expenses $1,127,614 · grants $1,127,814
- COMMUNITY RELATIONS AND ENGAGEMENTSOLIDARITY WITH ISRAEL: IN SEPTEMBER 2024, FOLLOWING THE MURDER OF HOSTAGES TAKEN DURING THE ATTACK ON ISRAEL ON OCTOBER 7, 2023, 300 COMMUNITY MEMBERS GATHERED FOR A SOLIDARITY RALLY TO MOURN THE LOSS AND PRAY FOR THE SAFE RETURN OF THE REMAINING HOSTAGES. ADDITIONALLY, ON THE FIRST ANNIVERSARY OF OCTOBER 7, 2023, JFEDOC PARTNERED WITH COMMUNITY ORGANIZATIONS TO CREATE A MEMORIAL PROGRAM IN HONOR OF THE VICTIMS, ATTRACTING THE ATTENDANCE OF OVER 1,000 COMMUNITY MEMBERS AND GOVERNMENT OFFICIALS. ROSE PROJECT: IN FEBRUARY 2024, ROSE PROJECT PARTNERED WITH UCI TO HOST THE COUNTERING HATE SUMMIT, WHICH ATTRACTED 200 COMMUNITY MEMBERS, LAW ENFORCEMENT PERSONNEL, EDUCATORS, STUDENTS, CIVIL LEADERS, AND POLICYMAKERS TO ADDRESS CONCERNS AROUND ANTISEMITISM, HATE SPEECH, AND DISCRIMINATION. THE SUMMIT EMPHASIZED SOLIDARITY, EDUCATION, AND COLLECTIVE ACTION SO THAT ALLIES CAN BECOME POWERFUL ADVOCATES IN THE FIGHT AGAINST ANTISEMITISM. STUDENT TO STUDENT: 3,425 STUDENTS AND EDUCATORS IN ORANGE COUNTY MIDDLE AND HIGH SCHOOLS LEARNED ABOUT JEWISH LIFE AND CULTURE THROUGH PEER PRESENTATIONS BY 70 JEWISH TEEN AMBASSADORS IN THE 2024 COHORT OF THE ROSE PROJECT'S STUDENT TO STUDENT INITIATIVE. PJ LIBRARY: IN 2024, 2,170 CHILDREN RECEIVED FREE AGE-APPROPRIATE, JEWISH-THEMED BOOKS (FOR AGES 0 TO 12). OVER 18,800 BOOKS WERE DELIVERED DURING THE YEAR. MEANINGFUL AND EXCITING ACTIVITIES WERE ALSO PROVIDED FOR FAMILIES WITH THEIR CHILDREN, AS WELL AS PARENT-ONLY PROGRAMS.NEXTGEN: 192 YOUNG ADULTS IN THEIR 20S, 30S, AND 40S PARTICIPATED IN PROGRAMS THAT PROVIDED MEANINGFUL CONNECTION, LEADERSHIP DEVELOPMENT, NETWORKING, AND VOLUNTEER OPPORTUNITIES, KEEPING THEM CONNECTED TO JEWISH LIFE IN ORANGE COUNTY AND EMPOWERING THEM TO LEAD.Expenses $1,158,321
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2407026
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $14,735,910
- Income (IRS master file)
- $5,548,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,719,188 | $4,566,375 | $14,735,910 | XML |
| 990 | December 2023 | $5,967,405 | $4,342,335 | $13,988,874 | XML |
| 990 | December 2022 | $4,860,563 | $4,417,692 | $12,101,865 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990 | December 2016 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2407026).
Questions about JEWISH FEDERATION OF ORANGE COUNTY
- What is the EIN of JEWISH FEDERATION OF ORANGE COUNTY?
- The employer identification number (EIN) of JEWISH FEDERATION OF ORANGE COUNTY is 95-2407026.
- Is JEWISH FEDERATION OF ORANGE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to JEWISH FEDERATION OF ORANGE COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEWISH FEDERATION OF ORANGE COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEWISH FEDERATION OF ORANGE COUNTY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEWISH FEDERATION OF ORANGE COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of JEWISH FEDERATION OF ORANGE COUNTY?
- The 990 for the year ended December 31, 2024 names ERIK LUDWIG.
- Who are the officers and directors of JEWISH FEDERATION OF ORANGE COUNTY?
- The 990 for the year ended December 31, 2024 lists 25 people; 4 received compensation from the organization, the highest $362,765 (ERIK LUDWIG, PRESIDENT & CHIEF EXECUTIVE OFFICER).
- How much revenue does JEWISH FEDERATION OF ORANGE COUNTY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,719,188, expenses of $4,566,375 and total assets of $14,735,910 at year end.
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All nonprofits in IRVINE · California · Philanthropy, voluntarism and grantmaking foundations