2010-11 Annual Report

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GREATER MIAMIJEWISH FEDERATION

Report to the Community2010

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The Mission of the Greater Miami Jewish Federation is to mobilize human and financial resources to care for those in need, strengthen Jewish life and advance the unity, values and shared purpose of the Jewish people in Miami, in Israel and around the world.

0 3 GREATER MIAMI JEWISH FEDERATION REPORT TO THE COMMUNITY 2010

Barbara Black GoldfarbChair of the Board

Jacob SolomonPresident and Chief Executive Officer

Renewing Our Commitment to Provide Help and Hope

The economic downturn has greatly affected so many in Miami and in communities worldwide. Yet, when faced with the “r” word – recession – the Greater Miami Jewish Federation’s volunteer leadership, professional staff and partner agencies rose to the challenge, replacing that “r” word, demonstrating relevance and resilience to help those in need.

For the one in eight people in Miami’s Jewish community who continues to receive some form of financial assistance from Federation and our local partner agencies, our organization has proven to be a reassuring force. This is also true for those in Israel and around the world who continue to depend on the Federation system and our overseas partners for a lifeline of essential programs and services.

From food and medicine to counseling, scholarships and more, Federation and our partners have been able to provide relief during these extraordinary times because of the services that are in place in ordinary times. It is the Federation/UJA Campaign – on behalf of our entire community – that makes all this possible. And, when times are most challenging – such as these past years – The Foundation of the Greater Miami Jewish Federation has provided the extra support that enables us to remain steadfast in our commitment to helping Jews in need, fulfilling the philanthropic desires of those who entrusted Federation with their legacy gifts.

Finally, we are also immensely proud of the strength of our community. Despite the difficulties that have gripped our world, Miami’s Jewish community has shown, once again, enormous resourcefulness. We are helping our community emerge from the challenges we have faced together. We are moving forward with renewed energy, a deeper understanding of our shared responsibility to help those in need, and sincere gratitude for our extraordinary Jewish community.

Today, as we look to the future, we are ready to respond to whatever challenges or opportunities may come our way. Ever committed to effectiveness and efficiency, we remain dedicated to working on behalf of you, our valued stakeholder, to bring help and hope to those who need it most.

a message to the

community

GREATER MIAMI JEWISH FEDERATION


helping the

vulnerableOver the past few years, the challenges of the economic downturn have dramatically affected

thousands in Miami, turning lives upside down and forcing many to seek assistance for the first time.

But, just as we have done every day since our founding more than 70 years ago, the Greater

Miami Jewish Federation and our local beneficiary agencies have been here to provide vital help

to those most in need. In fact, one in eight people in Miami’s Jewish community today receives

some form of financial assistance from Federation and our partners.

Thanks to the communal safety net funded by the Annual Federation/UJA Campaign, our

community has been helping the frail, the elderly and the most vulnerable for decades. That is

how we have been able to respond quickly to increased requests for food, medical assistance,

emergency financial aid and other forms of relief. Essential Federation-supported programs –

including job-search assistance and crisis counseling – have also enabled individuals and families

to feel hope for a better tomorrow.

How Federation and our local partners have helped the vulnerable in Miami:

Federation-funded programs and services provided 351 individuals with $219,173 in emergency financial assistance – including food, medication, housing and utility bill payments, and more.

More than 900 individuals and families were able to restock their pantries last year through visits to the JCS Kosher Food Bank.

Since its launch in March 2010, ParnossahWorks Miami assisted 260 job-seekers with career counseling and resume writing, and helped more than 115 people get hired.


How Federation and our partners promote Jewish identity and support Jewish education in Miami:

Since the inception of Taglit-Birthright Israel in 2000, more than 260,000 young adults from 52 countries – including 3,200 from Miami – have participated in free, 10-day trips to Israel.

Nearly 3,000 Jewish day school students received scholarship assistance last year, enabling them to remain in school.

More than 4,000 people from around Miami-Dade County took part in free religious services offered through Federation’s High Holiday Welcome Program.

hope for the

futureAs symbolized by its national anthem, Hatikvah (The Hope), the

State of Israel was founded on a fierce sense of optimism about

the future of the Jewish people. And these feelings are shared

by Miami’s Jewish community, where the Greater Miami Jewish

Federation and our local partner agencies are dedicated to

building a strong and vibrant Jewish future through education

initiatives, outreach, Israel experiences and more.

We remain steadfast in our commitment to foster Jewish identity,

sustain enduring Jewish values and strengthen the notion of

peoplehood. Even while we are serving emergency needs in our

community, we are also providing critical day school and summer

camp scholarships, helping youngsters experience the wonders of

Israel, and extending a welcoming embrace to newcomers. Our future

is also strengthened by the support of Jewish cultural programming,

Holocaust education and leadership development efforts, giving our

children the tools they need to counter anti-Israel or anti-Semitic

attitudes and lead rich Jewish lives. The hope is that, with your help,

we will continue to inspire a shared pride in our past and strong sense

of commitment to the generations who will come after us.


help and hope in Israel and worldwide

The Greater Miami Jewish Federation continues to uphold our sacred promise of responsibility to our worldwide Jewish

family. In partnership with the American Jewish Joint Distribution Committee (JDC), the Jewish Agency for Israel (JAFI)

and other nongovernmental organizations, Federation is part of a global system which can immediately and effectively

respond to needs in Israel and 64 other countries.

The Annual Federation/UJA Campaign supports an essential lifeline of humanitarian programs that feed and care

for the frail and vulnerable, and provide rescue and relief services for those in peril. We are helping new immigrants

absorb into Israeli society, and are strengthening our bonds with our spiritual homeland through successful

partnerships with Israeli communities. We are also helping to renew Jewish life in isolated areas across the globe,

developing a sense of unity between Jews oceans apart. Federation-funded educational and entrepreneurial

programs help people improve their lives and their communities.

The extensive social-service network that is in place every day worldwide enables the Federation system to mobilize

immediately to respond to emergencies whenever and wherever they occur.

JDC provided medications, food and winter relief to nearly 160,000 elderly Jews across the former Soviet Union through its network of Hesed Welfare Centers.

A Federation-funded emergency hotline for abused women in southern Israel fielded more than 9,000 calls last year and provided assistance for families in need.

How Federation and our overseas partners have provided help and hope in Israel and worldwide:

A JAFI-operated supplementary Jewish education program in 53 centers last year served 2,000 Argentine youngsters ages 12 to 17.


the foundation’s role

in providing help and hopeSince its inception 46 years ago, thousands of people have trusted The Foundation of the Greater Miami Jewish Federation to help them fulfill their philanthropic objectives, provide a reserve for community emergencies and develop the resources necessary to address future needs.

Through lifetime gifts and bequests of cash, securities and other forms of appreciated property, retirement assets or insurance policies, The Foundation had more than $178 million under management as of October 31, 2010.

Miami’s Jewish community is blessed to have a significant unrestricted endowment. Each year, a portion of the investment yield from these funds is directed to Federation in accordance with the donors’ wishes to support social-service needs and Jewish identity programs at home and abroad. The source of most of these funds is testamentary gifts, the lasting Jewish legacy of visionary men and women whose generosity reaches across time. Through the course of the year, The Foundation’s 224 donor-advised funds and supporting organizations also provide support to the Annual Federation/UJA Campaign, Federation’s partner agencies and a diverse list of other charities in the Jewish and general communities. This year, a total of $19 million was allocated from The Foundation’s 613 endowment funds to support critical programs in Miami’s Jewish community, Israel and around the world.

When the economic downturn created an unprecedented number of requests for aid in the Jewish community, the Federation Board of Directors turned to The Foundation for extraordinary support. To sustain vital funding for Federation beneficiary agencies assisting the most vulnerable, The Foundation provided special grants of $854,000 for the 2009-10 fiscal year and $750,000 for the 2010-11 fiscal year. These infusions of Foundation funds are helping to provide food, emergency financial assistance, employment and emotional counseling, Jewish education scholarships, home healthcare support, daycare scholarships and more.

Restricted &Designated Funds

28%$49.1 million

Charitable LifeIncome Plans

4%$7.4 million

CampaignEndowment Funds

10%$18.6 million

SupportingFoundations

11%$18.7 million

PhilanthropicFunds

21%$37.5 million

UnrestrictedFunds

26%$46.9 million

The Foundation received contributions of $13.2 million during fiscal year 2009-10.


The Federation raised $50.3 million in fiscal 2009-10, despite a challenging economic environment. These are the total resources from all sources, including the Annual Federation/UJA Campaign and the activities of The Foundation of the Greater Miami Jewish Federation.

To touch Jewish lives effectively, we must build a strong Jewish community. The function of community organization and central planning services goes far beyond fundraising. Much of the work of Federation, overseen by a core of dedicated volunteer leaders, centers on the planning of community services for today and into the future. We develop human resources to meet the needs of our Jewish family, both in Miami and abroad. We address issues that confront us as a people with strong and active community relations programs. And we remain fluid, so that we can quickly adapt to the needs of our people.

To fulfill all of these directives, the Greater Miami Jewish Federation’s fundraising, community organization, central services and administrative costs for our Jewish community have averaged 15 percent over the past six years.

GREATER MIAMI JEWISH FEDERATION

resourcesat work

TOTAL FINANCIAL RESOURCES

Annual Campaign $21,750,000 The Foundation of the Greater Miami Jewish Federation Contributions and Bequests 6,550,000 Charitable Trusts and Donor Designated Funds 6,323,000 Campaign Endowment Funds 283,000Supplemental Giving 1,573,000United Way of Miami-Dade County 1,050,975Government Grants, Rental and Other Income 1,226,000Net Realized and Unrealized Investment Gains 11,521,000

Total Financial Resources $50,276,975

ALLOCATIONS AND EXPENSES

Local Agencies and Services $10,619,622Foundation Grants to Agencies and Campaign 19,164,468Grants from Supplemental Giving 1,573,000Overseas and National Agencies and Services 7,653,654Community Organization and Central Services 2,494,097 Total Financial Resource Development Expenses 5,842,384 Reserve for Losses on Collections 978,750 Change in Restricted and Unrestricted Funds 1,951,000

Total Allocations and Expenses $50,276,975

Annual Campaign

43%

Contributions and Bequests13%

Charitable Trusts and Donor Designated Funds

13%

Campaign Endowment Funds

1%

United Way of Miami-Dade

County2%

Net Realized and Unrealized Investment Gains23%

Government Grants, Rental and Other Income

2%

Supplemental Giving

3%

To learn more about the Greater Miami Jewish Federation, our community’s agencies, day schools, synagogues, and overseas partners in Israel and in more than 64 other countries around the world, please visit us online at JewishMiami.org/about.


LOCAL PROGRAMS AND AGENCIES

FORMAL JEWISH EDUCATION

Center for the Advancement of Jewish Education (CAJE) $1,215,802 Day Schools Day School Hardship Scholarships 275,000 Day School Enhancement Grants 80,000 Day School Capacity Building Grants 45,000 Beth David/Gordon Day School 36,965 Greenfield Day School 40,662 Hebrew Academy (RASG) 214,593 Hochberg Preparatory: A Solomon Schechter Day School at Beth Torah Benny Rok Campus 87,549 Jacobson Sinai Academy 107,491 Kesher L.D. 155,275 Lehrman Community Day School 61,479 Mechina High School 32,004 Neytz HaChochma 10,000 Samuel Scheck Hillel Community Day School 369,750 Shaarei Bina-Torah Academy for Girls 24,683 Temple Beth Am Day School 77,822 Toras Emes Academy of Miami 231,811 Yeshiva Elementary School 134,670 Holocaust Documentation and Education Center 24,000Holocaust Memorial of the Greater Miami Jewish Federation 50,000Jewish Museum of Florida 20,000Sue & Leonard Miller Center for Contemporary Judaic Studies at the University of Miami 31,345Synagogue School Supplemental Scholarship Program 88,706Teacher Fringe Benefits Program 240,000

Total $3,654,607

INFORMAL JEWISH EDUCATION

Alexander Muss High School in Israel $130,645 Taglit-Birthright Israel 190,373B’nai B’rith Youth Organization 61,440 Dave and Mary Alper Jewish Community Center (Alper JCC) on The Jay Morton-Levinthal Campus 1,051,414 Destination Israel of the Greater Miami Jewish Federation 7,500High Holiday Welcome Program of the Greater Miami Jewish Federation 100,000Hillel: The Foundation for Jewish Campus Life (seven Florida campuses) 451,294 Israel Programs: Passport to Israel 20,000 Israel Programs Scholarships 60,000Miami Beach Jewish Community Center (Miami Beach JCC) 217,626Michael-Ann Russell Jewish Community Center (MARJCC) on the Sanford L. Ziff Campus 990,978 Overnight Camp Scholarships 100,000

Total $3,381,270

SOCIAL, HEALTH AND HUMAN SERVICES

Association for Jewish Special Education 1,000Hebrew Free Loan Association of South Florida 47,105Holocaust Survivors Program 349,902 Jewish Chaplaincy Program of the Greater Miami Jewish Federation $200,000Jewish Community Services of South Florida (JCS) 2,374,128Jewish Volunteer Center of the Greater Miami Jewish Federation 57,000Latin American Acculturation Special Grants 50,000Miami Jewish Health Systems 189,634 Mount Sinai Medical Center 42,420Reserve for Potential Funding Cuts 272,556

Total $3,583,745

Total for All Local Agencies and Services $10,619,622

OVERSEAS PROGRAMS AND SERVICES

The Jewish Federations of North America American Jewish Joint Distribution Committee, Jewish Agency for Israel, World ORT and Jewish Federations of North America $5,874,164 Partnership Initiatives in the Israeli cities of Or Akiva, Pardes Channa-Karkur and Yerucham 623,619 Women’s Amutot Initiative 241,600 Elderly Welfare in the former Soviet Union 252,000 Projects in Argentina and Uruguay 28,300 MASA 45,410 Beit Issie Shapiro 62,100 Food Insecurity Amutot 50,000Israel and Overseas Department 203,000

Total $7,380,193

NATIONAL PROGRAMS AND SERVICES

American Jewish Committee $3,300American Jewish World Service 1,000Anti-Defamation League 3,300Benjamin Hornstein Program in Jewish Communal Service at Brandeis University 1,500B’nai B’rith Youth Organization (National) 1,500Hebrew Union College School of Jewish Communal Service 1,500Jewish Labor Committee 1,000Jewish War Veterans of the USA 1,000National Federation/Agency Alliance 230,361 Association of Jewish Family and Children’s Agencies Hillel: The Foundation for Jewish Campus Life Hebrew Immigrant Aid Society Jewish Community Centers Association of North America Jewish Council for Public Affairs Jewish Education Service of North America Jewish Telegraphic Agency NCSJ: Advocates on Behalf of Jews in Russia, Ukraine, Baltic States and Eurasia National Foundation for Jewish CultureNational Jewish Center for Learning and Leadership 2,000Project Interchange, an Institute of the American Jewish Committee 3,000World Conference of Jewish Communal Service 2,500Wurzweiler School of Social Work at Yeshiva University 1,500

Total 253,461

COMMUNITY ORGANIZATION AND CENTRAL SERVICES

Agency Executives Retirement Plan $30,000Audit and Accounting Fees for Local Agencies 251,285 Building Services 272,568 Contingency Reserve 100,000Greater Miami Jewish Federation Community Services, Planning & Allocations, Administration, Human Resources Development, Outreach Services, etc. 1,519,315Jewish Community Relations Council of the Greater Miami Jewish Federation 254,295 Organization for Leadership Advancement in Miami of the Greater Miami Jewish Federation 66,634

Total $2,494,097

OTHER ALLOCATIONS AND EXPENDITURES

Cost of Fundraising and Collections $4,557,944Florida Association of Jewish Federations 20,000

Total $4,577,944

Total for All Allocations $25,325,317

SOURCES OF AVAILABLE FUNDS

Greater Miami Jewish Federation/UJA Annual Campaign* $21,750,000 (Less: Reserve for Losses on Collections @ 4.5%) (978,750)Designated Program Grants 840,509United Way of Miami-Dade County** 1,050,975 General Fund 5,000The Foundation of the Greater Miami Jewish Federation*** 2,657,583

Total Available Funds $25,325,317

2010-11 SUMMARY OF INCOME AND ALLOCATIONS

** Federation gratefully receives an annual allocation from the United Way of Miami-Dade County in support of four beneficiary agencies: Dave and Mary Alper JCC; Jewish Community Services of South Florida; Michael-Ann Russell JCC and Miami Jewish Health Systems.

*** The Foundation of the Greater Miami Jewish Federation received a grant from the Harry and Jeanette Weinberg Foundation in support of Jewish Federation Housing, Inc., which operates the Harry and Jeanette Weinberg Federation Towers and Gardens.

* All allocations are contingent on the successful conclusion of the 2010 Federation/UJA Campaign.


Mojdeh Khaghan DanialVice Chair and Women’s Philanthropy President

Barbara Black GoldfarbChair of the Board

GREATER MIAMI JEWISH FEDERATION 2010-11 OFFICERS

William LehmanImmediate Past Chair

Donna R. BlausteinSecretary

Lezlie PoyastroVice Chair

Laura P. KoffskyAssociate Treasurer

Isaac K. FisherTreasurer

John M. BusselVice Chair and The Foundation of the Greater Miami Jewish Federation Chair

Jeffrey ScheckVice ChairJeffrey ScheckVice Chair

Ellen RoseVice Chair and Planningand Distribution Committee Chair

Michelle S. DienerAssociate Secretary

Isaac OlembergVice Chair

Hedy WhitebookVice Chair

Brian L. BilzinVice Chair and General Campaign Chair

Sidney PertnoyVice Chair

Richard YulmanVice Chair

Jacob SolomonPresident and Chief Executive Officer

Leonard AbessMarcos AckermanDaniel AdesBunny Adler*Matthew L. AdlerMichael M. Adler*u

Jeremy AltmanL. Jules Arkin*u

Jonathan AwnerSaby Behar*u

Jack Bellock*Julie Russin BercowHelene BergerPaul BerkowitzRichard BerkowitzRichard N. BernsteinFran BerrinRobert BerrinAndrew “Andy” BlankAlex BlavatnikRep. Elaine BloomNorman Braman*u

Claudia BrodSteven J. BrodieAmy Berger ChafetzSidney Cooperman

Stephen CypenAmy N. DeanRebeca DelasterTerry DruckerNily FalicMyra Farr*George FeldenkreisRobyn C. FisherAlberto FrancoShelley FreemanMikki FuternickElinor GanzGary GersonRobert C. GilbertRabbi Gary GlicksteinMartin B. GoodmanSteven GretensteinShelley Niceley GroffWilliam GrossmanStacey GumenickAlex HalbersteinDaniel HalbersteinFanny HanonoBobbie HigerRichard HoffmanSteven Hurwitz

Robin JacobsLarry JosephDr. Michael KapiloffIan KaplanLaura B. KaplanClarita KassinEvelyn KatzEzra Katz*u

Joseph KavanaRuben KlodaDr. Bruce KohrmanRabbi Mark KramMark KravitzSteven J. Kravitz*u

Paul KrussIsrael LapciucDonald E. Lefton*u

Marcy LeftonHarry A. “Hap” Levy*u

Joel LevyNathan LewingerNancy LipoffNorman H. Lipoff*u

Adam LustigEllen MandlerRobert Merlin

Gail MeyersLeonard MillerSandra MussDr. Mark OrenNedra Oren*u

JoAnne PapirAdrienne PardoAaron S. Podhurst*u

Dorothy PodhurstJudith ReichStephen RiemerLawrence M. SchantzDavid M. ScharlinGloria Scharlin*Michael Scheck*u

Raquel ScheckSteven ScheckRabbi Solomon SchiffMark SchnappMaxine E. Schwartz*Robert ShelleyMorrie H. SiegelDr. Barry SilvermanJacqueline SimkinDr. Joseph SingerRobert Singer

Harry B. Smith*u

Joy SpillLourdes Gabriela SuarezMark TanenbaumRobert H. Traurig*Debra Braman WechslerStanley Weinstein Robert WernerAmy WildsteinNorma Kipnis Wilson*Howard WolofskyAllan YarkinRay Ellen YarkinGary YarusDror ZadokIsaac Zelcer*u

Regina F. ZelonkerRabbi Yochanan ZweigAlex Zylberglait

* Life memberu Federation Past President or Past Board Chair

2010-11 BOARD OF DIRECTORS

SENIOR MANAGEMENT TEAM

Jacob SolomonPresident and Chief Executive Officer786.866.8600 | [email protected]

Myron J. “Mike” BrodieExecutive Vice President Emeritus786.866.8624 | [email protected]

Michelle LabgoldChief Planning Officer786.866.8492 | [email protected]

Jeffrey Y. LevinChief Development Officer786.866.8418 | [email protected]

Bonnie Reiter-LehrerChief Communications & Marketing Officer786.866.8401 | [email protected] Stephen M. SchwartzChief Financial Officer

786.866.8474 | [email protected]

2010-11 STANDING COMMITTEES

Administrative Isaac K. Fisher

Agency Support Steven Gretenstein

Audit Joel Levy

Building Operations Steven Hurwitz

Bylaws and Governance Rep. Elaine Bloom

Campaign Executive Brian L. Bilzin

Communications and Marketing David M. Scharlin

Community Chaplaincy Judith Reich

Executive Evaluation and Compensation Barbara Black Goldfarb

Federation/Synagogue Relations Rabbi Gary Glickstein Gary Yarus

Financial Management Paul Berkowitz

Financial Resource Development William Lehman

The Foundation John M. Bussel

Holocaust Memorial Rabbi Solomon Schiff

Human Resource Development Joy Spill

Israel and Overseas Raquel Scheck

Israel Programs Mikki Futernick

Jewish Community Relations Council Regina F. Zelonker

Miami Beach Branch Board Lawrence M. Schantz

Nominating Saby Behar

North Dade/Aventura Branch Board Amy Berger Chafetz

Philanthropic Initiatives Norman H. Lipoff

Planning and Distribution Ellen Rose

Pledge Redemption Robert Werner

South Dade Branch Board Lezlie Poyastro

The Network Adam Lustig Alex Zylberglait

Women’s Philanthropy Board Mojdeh Khaghan Danial


David M. ScharlinChair

Bonnie Reiter-LehrerChief Communications and Marketing Officer

Nicole Marshal OzerAssistant Director,

Communications and Marketing

Leslie RosenbergSenior Communications and Marketing Associate

Report to the Community is produced by the Communications and Marketing Department of the Greater Miami Jewish Federation.

A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 800.435.7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. CH 435.

100% OF EACH CONTRIBUTION IS USED TO CARRY OUT THE MISSION OF THE GREATER MIAMI JEWISH FEDERATION.

PhotographyNanette Bedway, Aaron Eisenberg, Fred George, Michelle Gorman, Jonathan Levine, Richard Lord, Deborah Gray Mitchell, Stephen Shames, Julian Voloj,

American Jewish Joint Distribution Committee, Jewish Agency for Israel

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2010-11 Annual Report

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