Mission: The Jewish Federation of Omaha is the Jewish community's central fundraising and planning address. The Federation sponsors a wide variety of social, educational, and ... (More)

Jewish Federation of Omaha is a 501(c)(3) organization, with an IRS ruling year of 1935, and donations are tax-deductible.

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Contact Information

  http://www.jewishomaha.org/

  333 South 132nd Street
Omaha NE 68154 

  402-334-8200


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Financial and Accountability & Transparency score for Jewish Federation of Omaha is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.

You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 97.86, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019. More recent filing data is available, but it has not been factored into this score, due to COVID-19's effect on this organization.

View this organization’s historical ratings.

Rating update postponed due to COVID-19's impact on this organization. View Jewish Federation of Omaha's response.


Back to Overall

Star Rated Report

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Program Expense

Program Expense Ratio

94.9%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

2.7%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

2.2%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

9.6%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.05


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

1.31 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

7.72%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors can be reluctant to contribute to a charity when their name, address, or other basic information may become part of donor lists that are exchanged or sold, resulting in an influx of charitable solicitations from other organizations. Our analysts check the charity's website to see if the organization has a donor privacy policy in place and what it does and does not cover. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Alan Potash, CEO

$185,000 (0.63% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Community center (BMF activity code: 296)

Described in section 170(b)1)(a)(vi) of the Code (BMF activity code: 994)

Other instruction and training (BMF activity code: 149)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.


Jewish Federation of Omaha reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity

  • Grants Received

  • Grants Sent

  • Balance Sheet

  • Uncertainty and changes in consumer preferences have significantly reduced occupancy in the skilled nursing facility, reduced students in the child care center and reduced certain program revenue sources in the fitness facility. COVID necessitated staff leave has affected and even curtailed program offerings. It is also more difficult to find qualified staff to fill positions and wages are increasing from pre-COVID levels. Our program offerings are heavily weighted to staffing services, so these factors negatively impacted the ability to offer programming.


How COVID-19 impacted the organization's operations financially:

The skilled nursing facility had to temporarily halt acceptance of new residents, reducing fees revenue, had increased payroll expenses to hire and retain staff and incur COVID related sanitation expenses. Revenue from resident fees has still not recovered and wage costs are increasing. The community center and child development center had to temporarily close. After reopening, revenue from these programs has still not recovered, accounting for 23% of expenses, We also applied for and received a PPP loan as well several CARES Act grants and thus were able to employ a full staff as well as pay for COVID related assistance and personal protective equipment and supplies.


How COVID-19 impacted the organization's delivery of programs:

Significant portions of our organization deal directly with the public and had to temporarily close to accommodate social distancing. Social distancing and staffing shortages appear to be factors for the foreseeable future. This includes a child care center and community center offering family programing and programing for children.


How this organization adapted to changing conditions caused by COVID-19:

Offered virtual programming during closure, offered remote learning services for children of working parents when schools required remote learning, incorporate social distancing requirements in programs. Remote work adopted for staff positions when feasible.


Innovations the organization intends to continue permanently after the pandemic:

Some forms of remote work are still employed, adding flexibility for staff. Remote or virtual presentations are now used when providing a more useful, efficient and cost effective solution.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
5/1/20212019 97.86
11/1/20192018 100.00
11/1/20182017 98.23
12/22/20172016 91.16
11/1/20162015 91.16
6/1/20162014 90.16
Rating Version: 2.0
12/1/20152014 86.72
11/1/20152014 84.61

This organization received multiple star ratings within this fiscal year, due to an update to its Accountability and Transparency data and/or the receipt of an amended Form 990.

12/1/20142013 94.66
11/1/20132012 90.15
10/14/20132012 87.63
9/1/20122011 91.23
11/1/20112010 92.20
9/20/20112009 89.38
Rating Version: 1.0
12/1/20102009 99.37
3/1/20102008 94.12
5/1/20092007 94.15
12/1/20072006 72.72
10/1/20062005 71.57
8/1/20052004 93.70
8/1/20042003 99.18
6/1/20042002 93.79

Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Jewish Federation of Omaha cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Jewish Federation of Omaha? Join the waitlist for an updated Impact & Results score.


Back to Overall

Additional Information

Unscored

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Largest Programs

Largest Programs



Jewish Federation of Omaha reported its three largest programs on its FY 2019 Form 990 as:


$11,498,373

Spent in most recent FY

41%

Percent of program expenses


Rose Blumkin Jewish Home


$7,937,542

Spent in most recent FY

28%

Percent of program expenses


Preserving Jewish Identity


$889,011

Spent in most recent FY

3%

Percent of program expenses


Center for Engagement and Education


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Jewish Federation of Omaha is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


TO BUILD AND SUSTAIN A STRONG AND VIBRANT OMAHA JEWISH COMMUNITY AND TO SUPPORT JEWS IN ISRAEL AND AROUND THE WORLD.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Judaism - Incorporating Jewish ethics, morals and traditions to meet our mission Community - Uniting the community through collaboration & partnerships Collective Responsibility - Caring for each other and providing basic human needs Education - A dedication to life-long learning Leadership - Identifying and developing strong lay and professional leaders. Integrity - Acting in a sound, honest, and unbiased manner. Stewardship - Committing to the careful management of community resources Health & Well Being - Promoting physical, social and emotional well-being


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Increased engagement of Jewish Omaha, as evidenced by 650+ Jewish membership units at the JCC and 100+ Jewish students in Early Learning Center.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Goal Two: A vibrant campus, averaging 1500+ daily visits. Our new facilities are highly utilized.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: The annual campaign has over 1700 contributors and raises $3.8M+.

Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Initiate a five year strategic plan with one pillar involving leadership development and succession planning for both lay and professional leaders.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

Strategic partnerships - Include ongoing partnership with hospitals, schools, etc in Galilee, Israel, with financial assistance and mutual visits. Thought leadership - Present programs and invite lecturers conducting presentations on Jewish culture, current events and other Jewish interests. Collective networks - Work with, schools and federal, state and local government organizations fighting anti-discrimination and anti-hate awareness. Raising awareness - Maintain websites for multiple agencies offering information and access to services. Maintain social media presence in forums such as Facebook, LinkedIn and Instagram. Community building - Engage community members to participate in developing new strategic plan. Conduct community study to identify needs of the Jewish Community and fund initiatives to address these needs. Policy advocacy - Promote anti-hate and diversity awareness programs with letters and other communication.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


Provided additional assistance by: Child care tuition waived for children under quarantine for up to two weeks. Total receiving assistance was 108 children with $36,431.54 of waived fees. 2. Membership fees were not charged during for April, May and June 2020. 3. No change fees charged for camps. 4. Minimal rate of $10/month was charged after June 2020 to avoid re-join fee. 5. Remote fitness classes were provided while facility was closed. 7. PJ Library, content for families and children, offered online through Facebook or Instagram. 8. Zoom meetings related to needs of families with older members addressing COVID issues. 9. Staff time and mileage related to providing assistance was significant part of additional assistance. Major beneficiaries of services provided during the pandemic include 400+ employees continuing to receive payroll and benefits, camps for 3,000+ children, maintain skilled nursing facility for 70-80 residents, operate remote learning for 35 children of working parents and 100+ individuals receiving financial assistance. Three major outcomes were: 1. Ran a successful 9-week summer camp program for K-7th grade. 2. Successfully started a "School Day at the J" program, with COVID necessitated PPE and equipment, to serve families with children in remote school programs while parents worked. 3. Re-opened programs, adapted with COVID safety measures, to meet needs of families with children including; child care, growing from 58 students to 160 (Pre-COVID - 198), after-school program for families with children in parochial and public schools, re-started k-2nd grade basketball league with the same number of teams as last year (36), re-started child care FitNSit” program so parents with children can work-out, resumed swim program with 130 and 90 children in group and private lessons respectively, held internet delivered remote dance classes for children and resumed basketball and theater programs under COVID restricted safety environment.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Phil Malcom

Interim CEO & Executive Director of Operations

Mike Siegel

President

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

83

out of 100

Jewish Federation of Omaha has earned a passing score. This score has no effect on the organization's Star Rating. The organization provided data about its Diversity, Equity, & Inclusion (DEI) practices (see report below).

The Culture & Community Beacon is comprised of the following metrics:

  • Constituent Feedback: Not Scored

  • Diversity, Equity, & Inclusion: 83/100 (100% of beacon score)


Back to Overall

Culture & Community Report

83

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion

83/100 points

100% of beacon score


This organization's score of 83 is a passing score. The organization reported that it is implementing 4 diversity, equity and inclusion (DEI) practices. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


View this organization's DEI Strategies


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback

Not Scored


This organization reported that it is collecting feedback from the constituents and/or communities it serves. However, it did not respond to one or more survey questions, and therefore is not eligible for a score on this metric. (View our beacon methodology.) Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.


View this organization's Constituent Feedback Practices




Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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