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.
Is this your nonprofit? Apply for a Star Rating Portal to submit data and edit your profile.
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 As a result, the Financial and Accountability & Transparency score for Jewish Federation of Omaha is outdated and the overall rating may not be representative of its current operations.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:
Finance: 99.72 View details
Accountability & Transparency: 97.00 View details
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.
Star Rated Report
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
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:
| |
| 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.
| |
| 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:
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
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
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 Published | Form 990 FYE | Overall Score | Overall Rating |
| Rating Version: 2.1 | |||
| 5/1/2021 | 2019 | 97.86 | |
| 11/1/2019 | 2018 | 100.00 | |
| 11/1/2018 | 2017 | 98.23 | |
| 12/22/2017 | 2016 | 91.16 | |
| 11/1/2016 | 2015 | 91.16 | |
| 6/1/2016 | 2014 | 90.16 | |
| Rating Version: 2.0 | |||
| 12/1/2015 | 2014 | 86.72 |  |
| 11/1/2015 | 2014 | 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. | |||
| 12/1/2014 | 2013 | 94.66 | |
| 11/1/2013 | 2012 | 90.15 | |
| 10/14/2013 | 2012 | 87.63 | |
| 9/1/2012 | 2011 | 91.23 | |
| 11/1/2011 | 2010 | 92.20 | |
| 9/20/2011 | 2009 | 89.38 | |
| Rating Version: 1.0 | |||
| 12/1/2010 | 2009 | 99.37 | |
| 3/1/2010 | 2008 | 94.12 | |
| 5/1/2009 | 2007 | 94.15 | |
| 12/1/2007 | 2006 | 72.72 |  |
| 10/1/2006 | 2005 | 71.57 | |
| 8/1/2005 | 2004 | 93.70 | |
| 8/1/2004 | 2003 | 99.18 | |
| 6/1/2004 | 2002 | 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.
Do you work at Jewish Federation of Omaha? Join the waitlist for an updated Impact & Results score.
Additional Information
Unscored
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
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.
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
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
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)
Culture & Community Report
83
of 100 points
This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.
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
