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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

Centrally located in Irvine, Jewish Federation & Family Services reaches across the county with programming, social services, and targeted grant-making to enhance Jewish life for the community and to support local Jewish organizations and congregations. 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.

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 brought together their core strengths -- social service delivery, fundraising, programming, and grant-making -- to provide more services to more people, more efficiently. JFFS raises funds for its work through its Annual Campaign as well as Designated Campaigns for special programs.

Impact Statement

With the help of our donors, Jewish Federation & Family Services accomplished the following last year:

  • Helped open doors to Jewish life for families by delivering more than 100,000 Jewish-themed books to young children since 2011 and offering family programming
  • Gave $1.17 million in grants to Jewish institutions in Orange County and Israel
  • Provided more than $23,000 in emergency assistance grants to OC residents facing a financial crisis
  • Helped more than 200 local Holocaust survivors age with dignity through financial assistance and social gatherings to reduce isolation
  • Created more than 350 enrichment activities for Jewish adults with special needs
  • Helped more than 180 OC residents explore Israel, many for the first time
  • Created more than 250 community service opportunities through the NextGen young adult division

Needs Statement

  1. Financial donations to support programming and social services
  2. Corporate sponsorship of philanthropic events
  3. Pro-bono services (dental, vision, hearing, etc.) for OC residents facing a financial emergency
  4. Gift card donations for basic needs (gas, groceries, household items) for OC residents facing a financial emergency
  5. Volunteers to drive Holocaust Survivors to the grocery store, medical appointments, and social events

CEO Statement


Board Chair Statement

Other Ways to Donate/Volunteer

Please visit or call 949-435-3484 to donate. Learn about volunteer opportunities at

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:

Holocaust Survivor Services: Financial assistance and social programs to help Holocaust survivors achieve and maintain the best possible quality of life, including assistance with in-home care, food, medication, hearing aids, glasses, case management & counseling, social events and programs to reduce isolation, transportation, and assistance with filling out applications for reparation/restitution

Lifelines:  Emergency assistance for OC residents facing a financial crises, including food pantry and other support, information, and referral
Information & Referral: OC residents in need can call the helpline (949.435.3460) for information and referral to local resources.
Special Needs:   Jeremiah Society, offering social and Jewish holiday programming for adults with special needs, plus two Jewish residential homes for adults with special needs
Budget  2,537,847
Category  Human Services, General/Other Human Services, General/Other
Population Served Elderly and/or Disabled People/Families with People of Developmental Disabilities At-Risk Populations
Program Short-Term Success 

Helping OC residents facing a financial emergency bridge to more stability.

Program Long-Term Success 

Helping to ensure that the 300 Holocaust survivors living in Orange County today can age with dignity.

Providing adults with special needs the opportunity to live more independently and participate fully in Jewish life. 
Program Success Monitored By 

Staff is regularly in touch with those who participate in our social services programs to ensure they receiving the help they need. Programs funded by grants follow standard agency grant reporting guidelines.

Examples of Program Success 


In 2018:
More than $23,000 of Lifelines emergency assistance grants made to help 27 clients with urgent financial needs

More than 200 gift cards for basic needs distributed to help individuals and families in crisis

200 Holocaust survivors supported with financial assistance and social gatherings
More than 370 enrichment activities created for Jewish adults with special needs


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.