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Jewish Federation and Family Services of Orange County

 1 Federation Way, Ste 210
 Irvine, CA 92603
[P] (949) 435-3484
[F] (949) 435-3485
[email protected]
Stephanie Epstein
 Printable 1 Page Summary
 Printable Profile
Organization DBA Jewish Federation & Family Services, Orange County
JFFS Family Services
Former Names Jewish Federation of Orange County (2011)
Jewish Family Services of Orange County (2011)
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-2407026 00000



Mission StatementMORE »

Jewish Federation & Family Services cares for people in need and strengthens Jewish community in Orange County, Israel, and around the world.

Mission Statement

Jewish Federation & Family Services cares for people in need and strengthens Jewish community in Orange County, Israel, and around the world.

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $6,806,192.00
Projected Revenue $6,843,812.00

ProgramsMORE »

  • Jewish Federation Division
  • Family Services Division

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

Jewish Federation & Family Services cares for people in need and strengthens Jewish community in Orange County, Israel, and around the world.

Background Statement

JFFS has been active in the Orange County community since 1965 when it was officially incorporated under its original name, Jewish Community Council of Orange County

Today Orange County is one of the nation’s fastest-growing, most vibrant and diverse Jewish communities. It is estimated that over 100,000 Jews make Orange County their home. And as the community grows, we have grown, working tirelessly to meet the current and future needs of our constituents.

In March 2011, Jewish Federation & Family Services (JFFS) was formed from the merger of Jewish Federation of Orange County and Jewish Family Service of Orange County. The two organizations merged to bring together their core strengths -- social service delivery, fundraising, communications and finance – and, in so doing, to provide more services to more people, more efficiently.

Impact Statement

With the help of our donors, Jewish Federation & Family Services accomplished the following in one year and continues to provide this type of support:

  • Helped more than 200 local Holocaust survivors age at home with dignity through transportation, compensation for more in-home care, and other services
  • Provided more than 20,000 rides for seniors and people with special needs who are unable to drive, helping to keep them connected with the community, and to access essential services
  • Have given a cumulative total of more than 100,000 Jewish-themed books to children since 2011 to help families introduce Jewish values and holiday practices in their homes
  • Supported our global Jewish community with $525,000+ Israel & overseas grants
  • Provided group activities that promoted good health, made social connections and integrated Jewish culture for more than 50 Jewish adults with special needs

Needs Statement


  1. Donations to support for social services programming
  2. Donations to support Jewish programming
  3. Volunteer drivers for seniors and adults with special needs
  4. Sponsorship of Silver Streak vans and other senior services 
  5. Sponsorship of philanthropic events 


CEO Statement


Board Chair Statement

Other Ways to Donate/Volunteer

Please visit or call 949-435-3484. JFFS volunteer opportunities include volunteer driving for seniors and people with disabilities, sharing a meal with a Holocaust survivor, senior fitness and activity instruction. Visit for details. 

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
South Orange County
North Orange County
West Orange County
Central Orange County
We serve all of Orange County.

Organization Categories

  1. Human Services - Family Services
  2. Human Services - Fund Raising & Fund Distribution
  3. Human Services - Human Services



Jewish Federation Division

Jewish Federation provides a variety of programs and services that support and strengthen the Orange County Jewish community, including:
-Jewish programs for young adults
-Jewish programs for families with young children
-PJ Library giving free Jewish-themed books to OC families wanting to a way to share Jewish holidays, traditions, and practices with their children
-Grants for programs in Israel and Overseas
-Trips to Israel
-Grants for Jewish educational activities
Budget  $5,137,678
Category  Religion, General/Other Judaism
Population Served Adults US& International
Program Short-Term Success  Learning more about the community as it grows and changes and creating programs and opportunities that meet changing needs.
Program Long-Term Success  Creating greater engagement in Jewish life and community through opportunities and experiences that match the needs of OC Jewish residents. 
Program Success Monitored By  Varies by program, but could consist of number of participants, diversity of people served, dollars raised, level of innovation, and other criteria.
Examples of Program Success 
This year, JFFS surpassed 100,000 Jewish-themed books given out to OC families to increase children's knowledge and family engagement in Jewish life and culture. This program is made possible by donors and matching grants and support from The Harold Grinspoon Foundation.
 We now have two Jewish residential homes for adults with special needs and associate health & well-being and social programming.

Family Services Division

The Family Services Division of JFFS provides a spectrum of social services across Orange County to people of all ethnicities, faiths, ages and backgrounds. Services include:

Senior Care: Care management, family consultation, counseling, bereavement and caregiver support.

Holocaust Survivor Services: Helps Holocaust survivors achieve and maintain the best possible quality of life.
Senior Wellness:   Programming at low-income housing and faith communities designed to promote optimal mental health and social connections.
Meal Partners:   Connects volunteers with Holocaust survivors to share a weekly meal. 
Transportation:  Rides for adults over age 60, and people with disabilities.
Counseling:  Sliding scale services for individuals, couples and families
Teen Services:  Support groups, educational workshops, counseling and consultation
Lifelines:  Emergency assistance
Special Needs:   Two residential homes and health/wellness activities for adults with special needs.
Budget  2,537,847
Category  Human Services, General/Other Human Services, General/Other
Population Served Elderly and/or Disabled At-Risk Populations Children and Youth (0 - 19 years)
Program Short-Term Success 

varies by services

Program Long-Term Success 

varies by service

Program Success Monitored By 

Senior Wellness   Information is gathered through written surveys related to specific activities conducted at 3 or 6 month intervals, an end-of-the year survey of all members, and/or through interviews conducted during coaching sessions.

Holocaust Survivor Program:  Program staff keep meticulous records of all compensation programs to which survivors have been connected.
Senior Care:   The success of this program is evaluated though a survey conducted with seniors and families members that measure satisfaction with the program, how well the services provided accomplished goals set at the beginning of the intervention, and effectiveness and timeliness of follow up.    Case files record all resources to which clients are connected.  
Examples of Program Success 


CEO/Executive Director Ms. Arlene Miller
CEO Term Start July 2016
CEO Email [email protected]
CEO Experience

Arlene Miller is an executive with a 17-year track record in non-profits. She has extensive experience in building leadership, diversifying and growing revenue streams, operationalizing a vision, and building collaborative teams. Arlene is recognized for visionary leadership, an engaging personality, and diplomatic finesse.

Former CEOs and Terms

Name Start End
Mr. Shalom Elcott Jan 2005 July 2015
Ms. Bunnie Mauldin -- 2005

Senior Staff

Name Title Experience/Biography
Ms. Cindy Anderson Director, Clinical Services (Family Services) --
Ms. Lisa Armony Director, Rose Project --
Dr. Lauren Brand Chief Operating Officer --
Mr. Andrew Breslow Chief Financial Officer --
Ms. Cally Clein Director, Senior Care & Connect (Family Services) --
Ms. Stephanie Epstein Senior Director, Philanthropy --
Ms. Cindy Jacobs Director, Engagement --
Ms. Doris Jacobson Director, Community Philanthropy --
Ms. Alexandra Mars Director, Special Events & Volunteers --
Ms. Kathleen Mellon Senior Director, Community Partnerships --
Ms. Terri Moses Senior Director, Program Impact (Family Services) --
Ms. Lisa Shaoul Director, Women's Philanthropy --
Ms. Bonnie Widerman Senior Director, Marketing & Communications --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --


JFFS maintains extensive community collaborations through its various programs.   

The  JFFS Silver Streak community transportation program collaborates with the city of Irvine, Irvine Unified School District, Life College, Braille Institute, Families Forward, Wise Place, Innovative Housing Opportunities, Hoag Cancer Center and others to provide customized transportation to seniors and people with disabilities who have specialized needs.

The Irvine Supportive Community is a collaboration between the city of Irvine, Jamboree Housing and Innovative Housing Opportunities,  in partnership with OC Food Access, Second Harvest Food Bank, Concordia University, Silverado Care, Capital Group Companies and others.
The agency has strong partnerships with Jewish organizations in Orange County, including Tarbut V' Torah, Hillel, Bureau of Jewish Education, Merage Jewish Community Center, the Hebrew Academy, and the Jewish Community Foundation.

Staff Information

Number of Full Time Staff 40
Number of Part Time Staff 10
Number of Volunteers 200
Number of Contract Staff 2
Staff Retention Rate % 80%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: 1
Caucasian: 46
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 2
Other (if specified): --
Gender Female: 40
Male: 10
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

Adult Care/Residential Facilities

CEO Comments

The JFFS board and staff bring an impressive array of experience and expertise to the table, covering such key areas as social service delivery, campaign development, marketing/communications, finance, data management, planning, community outreach and more.  

Foundation Comments



Board Chair Ms. Lori N. Schwartz
Board Chair Company Affiliation Member
Board Chair Term Jan 2018 - Dec 2018
Board Co-Chair Mrs. Lori Schwartz
Board Co-Chair Company Affiliation --
Board Co-Chair Term Jan 2017 - Dec 2017

Board Members

Name Company Affiliations Status
Ms. Yael Aronoff -- --
Rabbi David Eliezrie -- --
Mr. Frank Ellis -- --
Mr. Roger Friedman -- --
Mr. Marc Garelick -- --
Mr. Jonathan Gerber -- --
Ms. Gwen Gluckman -- --
Mrs. Heather Kline -- --
Mr. Daniel J. Koblin -- --
Mr. Eric Kramer -- --
Dr. Hal Kravitz -- --
Mr. Bernie Labowitz -- --
Ms. Susan Levinstein -- --
Mr. Adam Miller -- --
Mr. Howard Mirowitz -- --
Ms. Sue Penn -- Voting
Ms. Lori Reznick -- --
Ms. Lori Schwartz -- --
Mr. Michael Shapiro -- --
Ms. Blossom Siegel -- --
Ms. Deborah Siminou -- --
Dr. James Weiss -- --
Rabbi Gersh Zylberman -- --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 100
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 9
Male: 14
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 4
Board Meeting Attendance % 75%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 20%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Audit
  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Program / Program Planning


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Revenue $6,843,812.00
Projected Expenses $6,806,192.00
Form 990s

2016 Form 990

2015 990

2014 Form 990

2013 990

2012 Form 990

Audit Documents

2013 audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $6,853,049 $5,821,562 $13,114,196
Total Expenses $6,640,174 $7,336,529 $6,886,790

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$5,810,632 $5,050,662 $12,398,863
Government Contributions $531,179 $390,072 $398,180
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $531,179 $390,072 $398,180
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $193,565 $105,160 $114,126
Investment Income, Net of Losses $160,777 $319,376 $92,983
Membership Dues -- $0 $0
Special Events $114,428 $-20,597 $23,893
Revenue In-Kind $33,103 $54,092 $233,000
Other $9,365 $76,012 $208,093

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $5,737,598 $6,239,147 $6,023,062
Administration Expense $447,576 $540,973 $427,375
Fundraising Expense $455,000 $556,409 $436,353
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 1.03 0.79 1.90
Program Expense/Total Expenses 86% 85% 87%
Fundraising Expense/Contributed Revenue 7% 10% 3%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $11,283,334 $10,887,663 $12,726,933
Current Assets $4,123,668 $5,577,860 $9,592,272
Long-Term Liabilities $143,339 $254,595 $51,548
Current Liabilities $469,022 $344,326 $397,892
Total Net Assets $10,670,973 $10,288,742 $12,277,493

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 8.79 16.20 24.11

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 1% 2% 0%
Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

For the fourth consecutive year, JFFS was recognized by Charity Navigator with its highest rating possible:  4 stars.  Charity Navigator rates nonprofits in multiple areas related to stewardship of donations.  

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.


Other Documents

No Other Documents currently available.