Mission: The Jewish Federation mobilizes people to address the most critical opportunities and challenges facing our diverse and growing Jewish community. We empower and inspire community builders, leaders, and organizations to connect with purpose-joining together to build a strong and vibrant Jewish future.

The Jewish Federation envisions an open, connected, and vibrant Jewish community that cares for each other, fosters Jewish learning and journeys, embraces Jewish peoplehood and Israel, and acts as a force for good in the world. Our mission is to inspire, build, and sustain vibrant Jewish life in a changing world by mobilizing our community in common purpose, intentional innovation, and effective action.

The Jewish Federation of Greater Washington is a 501(c)(3) organization, with an IRS ruling year of 1941, and donations are tax-deductible.

Is this your nonprofit? Access your Star Rating Portal to submit data and edit your profile.


Contact Information

  http://www.shalomdc.org

  6101 Executive Boulevard
Suite 100
North Bethesda MD 20852  

  301-230-7200


 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 As a result, the Financial and Accountability & Transparency score for The Jewish Federation of Greater Washington is outdated and the overall rating may not be representative of its current operations.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 91.01, 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 The Jewish Federation of Greater Washington's response.


Back to Overall

Star Rated Report

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Program Expense

Program Expense Ratio

77.8%


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

9.8%


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

12.2%


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

26.8%


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

$0.11


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

5.15 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

9.73%


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



Gil Preuss, Executive Vice President & CEO

$486,461 (1.39% of Total Expenses)


Steven A. Rakitt, Former CEO

$462,956 (1.32% 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:

Fundraising (BMF activity code: 927)

Gifts, grants, or loans to other organizations (BMF activity code: 602)


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.


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

  • Staffing

  • Administrative Capacity


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

A PPP loan enabled us to delay personnel changes until July 2020. At that time, financial circumstances required our organization to restructure by changing or eliminating several positions. Our fundraising efforts shifted to ensure that we could continue meeting emergent needs caused by the pandemic. By August 2020, nearly 900 donors contributed more than $4.4 million for COVID-19 relief and human service needs. In December 2020, a generous matching grant from The Jewish Federations of North America and several national foundations unlocked matching funds that, when combined with additional local donors, added more than $1.6 million to our human service fund to help us support our community.


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

On March 17, 2020, we launched the Connect with Purpose During COVID-19 Resource Center. The site showcased online Jewish experiences and virtual opportunities from across the region, keeping our community connected even while physically distanced. In June 2020, we convened JSSA and six other human service organizations to launch 703-J-CARING: The Jewish Community Support Line, the first comprehensive platform connecting individuals in need to resources from across the region with a single call. And in July 2020, we launched Jconnections, an online platform to connect those in need of support with volunteers looking to provide it. Due to social distancing, we also moved the majority of our programs online and launched a series of webinars to educate our donors.


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

In March, anticipating an economic downturn and an increase in communal needs, our Executive Committee commited $500,000 from emergency reserves to support individuals and agencies impacted by the pandemic. We also opened the Jewish Community Coronavirus Response Fund. We assisted local Jewish organizations in securing Federal Paycheck Protection Program loans, infusing our community with a total of $25 million at a critical time. In August, our Executive Committee approved $2,754,054 in grants and loans to be allocated from our Coronavirus Response Fund for immediate needs, as recommended by the Emergency Response Committee. On the programming side, we shifted our events online to continue meeting communal needs for connection and education.


Innovations the organization intends to continue permanently after the pandemic:

In collaboration with our partners and leaders across our community, Federation is addressing the needs exacerbated by COVID-19 in the short term and further developing a comprehensive and integrated anti-poverty initiative for the long term. While the issue presents an enormous challenge, the journeys of individuals, families, and of the overall community out of poverty can be meaningfully shaped by our collective efforts. Federation has also reconfigured our annual Good Deeds Day into a full week focused on food insecurity. In April 2021, we united 60+ community partners and thousands of community members across DC, MD, and NOVA to fill the shelves of local food pantries to feed those who are hungry and make a difference. We aim to replicate and expand on these efforts during future Good Deeds Weeks.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
12/23/20202019 91.01
9/3/20192018 87.95
2/1/20192017 88.93
12/1/20182016 86.72
2/1/20172015 88.35
12/1/20162015 85.30

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.

6/1/20162014 86.27
Rating Version: 2.0
10/1/20152014 88.63
8/1/20152013 78.42
2/1/20152013 76.63
10/1/20132012 81.47
2/1/20132011 76.80
3/1/20122010 79.69
12/1/20112010 79.58
9/20/20112009 86.09
Rating Version: 1.0
12/22/20102009 82.78
11/1/20092008 95.47
11/1/20082007 95.84
11/1/20072006 76.24
9/1/20062005 85.01
10/1/20052004 86.01
2/1/20052003 85.34
8/1/20032002 88.77
10/15/20022001 73.16

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

The Jewish Federation of Greater Washington 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 The Jewish Federation of Greater Washington? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



The Jewish Federation of Greater Washington reported its two largest programs on its FY 2019 Form 990 as:


$23,651,432

Spent in most recent FY

85%

Percent of program expenses


Allocations to Beneficiary Agencies


$4,067,220

Spent in most recent FY

14%

Percent of program expenses


Community Outreach


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 The Jewish Federation of Greater Washington 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 inspire, build, and sustain vibrant Jewish life in a changing world by mobilizing our community in common purpose, intentional innovation, and effective action.


Source: Nonprofit submitted responses

Vision

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


An open, connected, and vibrant Jewish community that cares for each other, fosters Jewish learning and journeys, embraces Jewish peoplehood and Israel, and acts as a force for good in the world.


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: Caring for individuals and families in need, including ensuring our community can meet both basic financial needs (food, rent, etc.) and support their engagement in Jewish life.

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


Goal Two: Investing in organizational and communal resilience, furthering how we support our agencies, including lay leadership development, assisting with measurement, and more.

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


Goal Three: Strengthening Jewish life in Greater Washington by building on our past & existing experiences, including how we gather, transmit values, shape identity, and engage people.

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


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Federation’s Community Leadership Program is a curriculum-based initiative to engage local volunteer leaders in the biggest issues confronting Greater Washington’s Jewish community and work toward a communal culture and collective vision for the future. The program provides specialized learning, discussion, and comprehensive exploration of a wide range of ideas about what it means to be a vibrant and interconnected Jewish community. Additionally, for the past two years, we have been addressing issues related to Diversity, Equity, Inclusion & Belonging with our professional staff and lay leaders. Our staff participated in an intensive, 18-month engagement with a DEIB consulting firm. Our goal is to establish an organization where all members of the team can fully participate and engage in our work as their whole selves. In tandem with the staff DEIB work, many lay leaders also participated in this type of training.

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

What are this organization’s external mobilizaton efforts?

Federation aims to serve as a center for community leadership and action. We develop cohorts of diverse “community builders” across the region who share a vision for the community, networks, and commitment to communal responsibility. Our partnership with the Shalom Hartman Institute has served to focus on this objective. Through cohort learning and our new model of Leadership Convenings, we have gathered 250+ local leaders for exchanges to generate ways to define and shape the community’s future. We also continue to engage community members, lay leaders, and donors in our work through online and offline events, volunteer opportunities, and educational opportunities.

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.


Every member of our community has felt the impact of the coronavirus pandemic. In the face of an unprecedented set of challenges, Federation rapidly convened and mobilized leaders, organizations, and resources in the nation's capital to identify and address the most critical issues for our community. By bringing together diverse voices from across the region, Federation continues to lead our community in collaborative discussion, strategic thinking, and data-based decision making. Together with generous and compassionate community leaders, we are raising and allocating critical resources, caring for the vulnerable, and bolstering our vital institutions so they can continue to meet communal needs. To date, Greater Washington’s Jewish Community has raised $6.1 million from more than 890+ donors for human service needs. As of March 2021, Federation’s Executive Committee has approved $2,991,054 in grants and loans to address the most immediate needs, as recommended by the Emergency Response Committee. We are: - Directly supporting individuals who are struggling with financial distress, food insecurity, physical and mental health challenges, and more. - Sustaining institutions through capital shortages, lost revenue, and staff layoffs as they continue to provide essential services to vulnerable populations. In partnership with generous community members and thoughtful, forward-thinking leaders, Federation provided initial loans and, in the longer term, grants totaling $1.86 million to ensure these agencies will survive the pandemic and continue to serve our community today and well into the future.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Gil Preuss

Chief Executive Officer

Samuel Kaplan

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

80

out of 100

The Jewish Federation of Greater Washington 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: 80/100 (100% of beacon score)


Back to Overall

Culture & Community Report

80

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

80/100 points

100% of beacon score


This organization's score of 80 is a passing score. The organization reported that it is implementing 3 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


Constituent Feedback and Listening Practice data are not available for this organization. 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.



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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