Jewish Family Service of Nashville and Middle Tennessee, Inc.
615-356-4234
801 Percy Warner Boulevard Suite 103
Nashville, TN 37205
Nashville, TN 37205
Fiscal Year
Fiscal Year Start
07/01/2023
Fiscal Year End
06/30/2024
Projected Revenue
$634,000.00
Projected Expenses
$634,000.00
Organizational Budgets and Other Documents
IRS Letter of Exemption
| jewish family service of nashville and middle tennessee, inc. irs ltr |
Detailed Financials
Revenue and Expenses
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Revenue | $736,919.00 | $755,925.00 | $557,346.00 |
| Total Expenses | $529,393.00 | $517,210.00 | $515,413.00 |
| Revenue Less Expenses | $207,526.00 | $238,715.00 | $41,933.00 |
Revenue Sources
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Foundation and Corporation Contributions | $0.00 | $0.00 | $157,244.00 |
| Government - Federal | $0.00 | $0.00 | $0.00 |
| Government - State | $0.00 | $0.00 | $0.00 |
| Government - Local | $0.00 | $0.00 | $0.00 |
| Government - Unspecified | $0.00 | $67,990.00 | $0.00 |
| Contributions, Gifts, and Grants | $550,119.00 | $543,009.00 | $108,473.00 |
| Indirect Public Support | $0.00 | $0.00 | $739.00 |
| Earned Revenue | $33,039.00 | $27,032.00 | $56,002.00 |
| Investment Income, Net of Losses | $105,201.00 | $117,715.00 | $23,016.00 |
| Membership Dues | $0.00 | $0.00 | $0.00 |
| Special Events | $46,992.00 | $0.00 | $211,872.00 |
| Revenue In-Kind | $0.00 | $0.00 | $0.00 |
| Other | $1,568.00 | $179.00 | $0.00 |
Expense Allocation
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Program Expense | $352,899.00 | $334,369.00 | $333,416.00 |
| Administration Expense | $93,666.00 | $103,377.00 | $86,955.00 |
| Fundraising Expense | $82,828.00 | $79,464.00 | $95,042.00 |
| Total Revenue/Total Expenses | 139% | 146% | 108% |
| Program Expense/Total Expenses | 67% | 65% | 65% |
| Fundraising Expense/Contributed Revenue | 16% | 15% | 18% |
Top Funding Sources
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Top Funding Source & Dollar Amount | Contributions, Gifts, and Grants $550,119.00 | Contributions, Gifts, Grants $543,009.00 | Fundraising Events $211,872.00 |
| Second Highest Funding Source & Dollar Amount | Investment Income $105,201.00 | Interest Income $117,715.00 | Foundations and Corporations $157,244.00 |
| Third Highest Funding Source & Dollar Amount | Fundraising Events $46,992.00 | Government Grants $67,990.00 | Contributions, Gifts and Grants $108,473.00 |
Assets and Liabilities
| Fiscal Year | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | $1,459,364.00 | $1,498,659.00 | $1,188,736.00 |
| Current Assets | $263,040.00 | $205,408.00 | $140,614.00 |
| Long-Term Liabilities | $0.00 | $0.00 | $0.00 |
| Current Liabilities | $23,161.00 | $19,880.00 | $84,996.00 |
| Total Net Assets | $1,436,203.00 | $1,478,779.00 | $1,103,740.00 |
Endowment Info
Do you have an endowment?
Yes
What is the value of the endowment?
$38,577.00
What is the spending policy for your endowment?
Percentage
Capital Campaign Info
Are you currently in a Capital Campaign?
No
Do you anticipate a campaign in the next 5 years?
No
Solicitation Permit Info
State Charitable Solicitations Permit
Yes
Permit Expiration Month
December
Permit Expiration Year
2023
Form 990s
Audit Documents
CEO/Executive Director/Board Comments
| JFS has a detailed fundraising plan with committee structure and board leadership |
Foundation Staff Comments
| Financial figures are taken from the audit. Financial documents were prepared by Cherry Beckaert, LLP. Comments provided by Hayley Sulfridge 6/30/23. |
