Jewish Federation of Greater Kansas City
5801 W 115th Street, Suite 201
Overland Park KS 66211-1800
Web and Phone Contact
Telephone (913) 327-8123
Fax 913- 327-8110
Mission Statement
To sustain & enhance Jewish life at home and around the world.
Leadership
CEO/Executive Director Dr. Helene Lotman
Board Chair Michael Abrams
Board Chair Company Affiliation Lathrop & Gage
History and Background
Year of Incorporation 1933
Volunteer Opportunities
Ways to donate, support, or volunteer

Jewish tradition says, “We are all responsible for one another,” and with this in mind, there is no better choice for philanthropy than Jewish Federation, as no investment touches more Jewish lives. Through the power of collective giving, each dollar you give goes into a fund that then gets allocated to more than 80 programs in Kansas City and around the world.

There are multiple ways for you to give to Jewish Federation, including via recommending a grant from your donor-advised fund, via the Federation website (www.jewishkansascity.org), mailing a check, or transferring stock (https://www.jewishkansascity.org/Get-Involved/Ways-to-Give/Transfer-Stock-to-Federation).

Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement To sustain & enhance Jewish life at home and around the world.
Background Statement

Our story begins in 1933 when a group of dedicated individuals came together to help European Jews suffering persecution. As things got worse for European Jews, Jewish Federation of Greater Kansas City became the collective entity to raise funds. Funds that helped rescue Jews before and during the Holocaust, and later, resettle survivors.

During this time, Jewish Federation was also supporting local Jewish organizations. As Jewish Federation continued to grow, it expanded its local focus, while still keeping an eye to helping Jewish people around the world and supporting the nation of Israel.

Today we are a community agency housed in the Jewish Community Campus—a thriving center of Jewish life in Kansas City. Our story still resonates in our work today. We bring people together to get involved and invest in our community, resulting in a Jewish community in which we all care for one another. Through our network of partners, we help feed, clothe, comfort, and inspire people here at home and in more than 60 countries worldwide.

The heart of what we do remains the same as when we first started in 1933—to sustain and enhance Jewish life in Kansas City and around the world.

Impact Statement

In 2018 our Community Dialogue initiative engaged a critical mass of community members (nearly 250 via an online survey, focus groups and 1:1 interviews) in a dialogue about the issues, needs and opportunities in our Jewish community, Federation's role related to those, and how our organization can be relevant and best serve our community going forward. Through this initiative, we identified three focus areas for the future: engagement, leadership development and strategic conversations & funding (planning for community changes and challenges). Last year we also raised our highest unrestricted annual campaign amount in our history, $5.46 million. And we  launched our Jewish Right Start program, providing 20 incentive grants to Jewish families to help them choose Jewish preschool for the first time for a child. Finally, we raised some $150,000 for our Chesed Fund, which helps provide financial stability to the most vulnerable in our community. Goals for this year include raising a $1 million endowment for PJ Library, securing 6 legacy gifts to sustain our annual campaign and raising $75,000 to $100,000 in corporate sponsorship revenue.

Needs Statement

Unrestricted Annual Campaign: Through our unrestricted annual fundraising campaign, each year Jewish Federation funds a variety of local and overseas programs that support the mission of sustaining and enhancing Jewish life at home and around the world. 


Chesed Fund: This fund helps those in the greatest need in our community--the most vulnerable--including emergency financial assistance. 

PJ Library: Provides free, high quality, age-appropriate Jewish children’s books and music, as well as parenting resources, into families’ homes each month. 

Guardian Society: A community fund available to assist families in affording to provide a Jewish summer camp experience for their children, and for young adults interested in an Israel experience.
Service Categories
Fund Raising & Fund Distribution
Areas of Service
KS - Johnson County
MO - Jackson County
Geographic Area Served Narrative Our mission is to sustain & enhance Jewish life at home (in the Greater Kansas City area) and around the world.
CEO/Executive Director/Board Chair Statement

In 2017, we:

  • Condensed our campaign to 9 months
  • Were once again recognized for being good stewards of our donors’ money, receiving Charity Navigator’s highest rating for the 4th consecutive year
  • Enhanced our Community Building & Allocations systems to further engage committee members and partner agencies in the process. We expanded the number of programs and services we support to more than 80 to ensure we are meeting the needs of even more people and maximizing our collective impact.
  • Celebrated healthy families by educating nearly 100 women on the topic of genetic testing at our Women’s Philanthropy Annual Meeting, and through our support of Priya, a fund for Jewish
  • reproduction, which supports local Jewish couples struggling with infertility.
  • Initiated a community dialogue, gathering feedback from a broad cross-section of Kansas City’s Jewish community. Based on the results of the dialogue, we now have task forces working in these three areas: Engagement, Leadership Development, and Strategic Conversations and Funding.

We continue to fulfill our mission to sustain and enhance Jewish life at home and around the world. We will continue to support programs that help our most vulnerable as well as programs that engage our community and help us live vibrant Jewish lives. 

Programs
Description

PJ Library, a national initiative of The Harold Grinspoon Foundation, seeks to reach Jewish families with children, ages six months to eight years, by sending free, high quality, age appropriate Jewish children’s books and music, as well as parenting resource into families’ homes each month. Each individual community raises funds to provide this program free of charge to local children and their parents. Additionally, the Kansas City PJ Library offers regular family programming.

PJ Library programs seek to increase the number of unaffiliated, under-engaged and interfaith families who are engaged and involved in the Jewish community. PJ Library provides families with the tools, resources and information they need to explore Judaism in their homes. The program turns snuggly bedtime moments into Jewish moments and connects young Jewish families to each other, as well as to the larger organized Jewish community.
 
PJ Our Way is the next chapter of PJ Library for families with children ages 9 to 11 years old. With PJ Our Way, rather than receiving a specific book in the mail, kids can go to www.pjourway.org every month to choose the book they want to receive (out of four high-quality options). Kids can also submit reviews and videos about the books. And they can apply to be part of the national Design Team that has early access to PJ Our Way books and helps create content for the website. Choosing the books themselves and offering the opportunity to interact with content generated by other kids makes this initiative resonate with this age group. 
Program Budget $62,000.00
Category Education, General/Other Literacy
Population Served Families
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success
In recent years, we have extended our offering of local programs to families with 9- to 11-year-old children to keep these families connected with each other and to the community in the critical years leading up to adolescence. The more we provide opportunities to be part of the Jewish community during these years, the more likely these families will be to continue their connection and be active as their children enter their teenage years. The expanded programming also helps us identify families new to the community, build relationships with them, and offer them opportunities for meaningful connection.
 
In the past few months we have also created a cohort of 20-some young families to participate in age-appropriate social action projects with partner organizations that help reinforce Jewish values found in the PJ Library books.  
Long-Term Success

We are now entering our tenth year of participating as part of this national program, with approximately 1,000 children in the Kansas City metro area currently receiving PJ Library books (up from about 750 in 2015), representing approximately 650 families, about 25% of which are interfaith. We have reached well beyond 1,200 different children since 2008, as well as their parents and grandparents. Jewish Federation has a committee of 20 PJ Library parents who are passionate about their role, and who have assumed ownership and leadership around this programming.

We have secured $500,000 in matching funds toward raising a $1 million endowment for this program in our community, and expect to complete the fundraising later this year (2019).
 

Program Success Monitored By We have a member of the executive leadership team who overseas the programming for families and the staff member responsible for the planning/execution of this programming, another member of the leadership team responsible for the fundraising for this program, and a program officer at The Harold Grinspoon Foundation who is in regular touch with our community to share program results from both local and national surveys.
Examples of Program Success

Based on testimony and a national 2016 PJ Library survey, PJ Library in Kansas City has increased positive feelings about being Jewish, helped families feel more connected to their Jewish heritage, made families more aware of Jewish holidays/lifecycle events, and exposed families to a variety of Jewish values. Specifically:

91% say PJ Library has been a valuable parenting tool
83% say PJ Library has increased their confidence to engage with their children regarding Jewish traditions, values, and/or customs
(94% of interfaith families report PJ Library has increased their confidence to engage with their children around Jewish traditions, values, and/or customs)
75% are interested in getting more connected to local Jewish organizations, activities, and/or people 
Executive Director/CEO
Executive Director Dr. Helene Lotman
Term Start May 2016
Former CEOs
NameTerm
Todd Stettner1998 - May 2016
Senior Staff
Title Director of Community Building & Allocations
Title Director of Financial Resource Development
Title Director of Engagement & Leadership Development
Title Director of Marketing & Communications
Title Chief Financial Officer
Staff
Paid Full-Time Staff 18
Paid Contractors 1
Volunteers 100
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
External Assessment and Accreditations
Assessment/AccreditationYear
Charity Navigator2018
Charity Navigator2017
Charity Navigator2016
Charity Navigator2015
Board Chair
Board Chair Michael Abrams
Company Affiliation Lathrop & Gage
Term Sept 2018 to Dec 2020
Board Members
NameAffiliation
Mr. Michael Abrams
Mr. Jerry Enslein
Mrs. Sandi Fried
Mrs. Sondra Friedman
Ms. Michelle Goldsmith
Mr. Paul R. Himmelstein
Mrs. Liz Hjalmarson
Mr. John Isenberg
Mr. Eric Kaseff
Mr. Stewart Koesten
Ms. Barbara Kovacs
Mrs. Polly Kramer
Mrs. Beth K. Liss
Mr. Josef Loeffler
Mr. Peter D. Loftspring
Ms. Amanda K. Morgan
Mrs. Amanda Palan
Mrs. Carol Porter
Mrs. Barbara Rogoff
Mr. Steve Ruben
Mrs. Amy Shapiro
Mr. Larry Silver
Mr. Howard Weiner
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 23
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 11
Female 12
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 3
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Number of Full Board Meetings Annually 6
Standing Committees
Audit
Finance
Operations
Nominating
Distributions / Grant Making
Financials
Fiscal Year Start Jan 01, 2019
Fiscal Year End Dec 31, 2019
Projected Revenue $5,450,000
Projected Expenses $2,018,691
Endowment Value $11,583,345
Spending Policy Percentage
Percentage 5
Foundation Comments
  • FY 2017, 2016, 2015: Financial data reported using IRS Form 990.
  • Foundation/corporate revenue line item may include contributions from individuals. 
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201720162015
Foundation and
Corporation Contributions
$7,472,277$7,267,653$6,068,160
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified--$0$0
Individual Contributions------
--$0$0
$129,201$237,735$104,487
Investment Income, Net of Losses$153,474($44,345)$1,384,577
Membership Dues--$0$0
Special Events$239,314$185,422$164,470
Revenue In-Kind--$0$260,043
Other$86,156$98,033$172,470
Expense Allocation
Fiscal Year201720162015
Program Expense$6,142,480$5,687,766$5,484,692
Administration Expense$611,178$681,398$768,514
Fundraising Expense$537,965$652,766$392,246
Payments to Affiliates------
Total Revenue/Total Expenses1.111.101.23
Program Expense/Total Expenses84%81%83%
Fundraising Expense/Contributed Revenue------
Assets and Liabilities
Fiscal Year201720162015
Total Assets$28,951,617$25,670,790$23,074,042
Current Assets$6,502,383$4,855,294$3,862,150
Long-Term Liabilities$0$0$0
Current Liabilities$2,669,614$2,579,891$2,486,572
Total Net Assets$26,282,003$23,090,899$20,587,470
Short-Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities2.441.881.55
Long-Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar Amount $875,000 -- --
Second Highest Funding Source & Dollar Amount $500,000 -- --
Third Highest Funding Source & Dollar Amount $498,024 -- --
Capital Campaign
Currently in a Capital Campaign? No
Goal $5,500,000.00
Dates Apr 2019 to Dec 2019
Capital Campaign Anticipated in Next 5 Years No
Other Documents
Organization Name Jewish Federation of Greater Kansas City
Address 5801 W 115th Street, Suite 201
Overland Park, KS 662111800
Primary Phone (913) 327-8123
CEO/Executive Director Dr. Helene Lotman
Board Chair Michael Abrams
Board Chair Company Affiliation Lathrop & Gage
Year of Incorporation 1933