metro >> on the cover
Helpin
Federation allocations keep local needs, elderly, education, young adults in mind.
Don Cohen I Contributing Writer
CONTINUED FROM COVER
distributions, programming endowments
and other Federation and United Jewish
Foundation funds.
Metro Detroit's declining Jewish popu-
lation (67,000 persons now, down from
72,000 in 2005) and its aging population,
which is older than any community in the
United States outside of 10 retirement com-
munities in Florida, has been hard hit by
the depressed economic situation. Funds
are tight while needs have skyrocketed.
"People are still getting foreclosed.
People are still getting their power shut
off' said Douglas
Bloom, chairman
of the Planning and
Allocations Steering
Committee. "We
need to help these
people'
While the cam-
paign still ranks
fifth among Jewish
Doug Bloom
Federations in the
United States, and
first in per-capita
giving among the 18 North American
Federations in the "large city" category, the
drop-off in overall campaign achievement
of almost $1 million meant that the bud-
gets of Federation's family of 18 agencies,
Federation's operating budget, and Israeli
and overseas budgets were reduced, with
some agencies/areas taking larger cuts to
give priority to helping community mem-
bers in crisis.
"Every agency took a reduction this year
because of the need to move money for
emergency needs from last year's Challenge
Fund and integrate them into this year's
campaign:' said
Linda Blumberg,
Federation's Director
of Planning &
Agency Relations.
"If they weren't
housing, clothing,
feeding or transport-
ing anybody," they
were more likely to
be cut, or cut deeper, Linda Blumberg
Bloom said.
Committee
Decisions
The process began in September 2010 with
the three planning divisions: Community
Services, Jewish Identity Building &
Continuity, and Jewish Education.
Over a period of nine months, agency
and programming presentations were given
to the Planning and Allocations Committee
and then the chairs and associate chairs of
each of its division worked with staff and
lay leaders of Federation's partner agen-
cies to develop budgets that adhered to
parameters established by the combined
boards of the Federation and United Jewish
Foundation:
• Expenditures may not exceed revenue.
• A baseline amount of unrestricted
reserves must be maintained.
• Donor, legal and contractual commit-
ments must be fulfilled.
• General Fund reserves should not be
made without lengthy conversations:'
To guide the Committee's work, a direc-
tive developed by Federation officers at the
beginning of the economic decline identi-
fied four community priorities:
• Assistance to the growing number of
individuals and families in financial dis-
tress.
• Support to our growing senior adult
population so they may "age in place" (live
independently in the community).
• Provide support for formal and infor-
mal Jewish education and assist families
who can't afford to give their children a
Jewish education and other Jewish identity
opportunities.
CAMPAIGN ALLOCATIONS FOR 2011-2012
SOURCES
2011 CAMPAIGN ACHIEVEMENT
Annual Campaign
Challenge Fund/One-Time Gifts
Total - Campaign Achievement:
Less: Shrinkage Allowance
Net - Campaign Achievement:
Other Incon-ie
TOTAL SOURCES
ALLOCATIONS
ISRAEL AND OVERSEAS
JAFI/JDC/JFNA Core Support/
Elective Programs
Challenge Fund Grants/
Donor Designations
JFMD Israel and Overseas Services
Total - Israel and Overseas
DOMESTIC
LOCAL AGENCIES AND PROGRAMS
JEWISH EDUCATION SERVICES
Alliance for Jewish Education
Akiva Hebrew Day School
Hillel Day School
Jean and Samuel Frankel Jewish Academy
of Metropolitan Detroit
Yeshiva Beth Yehudah
Yeshiva Gedolah of Greater Detroit
Yeshivas Darchei Torah
Supplemental School Scholarship Fund
Total - Jewish Education Services
JEWISH IDENTITY BUILDING & CONTINUITY
B'nai B'rith Youth Organization (BBYO)
Tamarack Camps
EMU Hillel
Hillel of Metro Detroit (HMD)
MSU Hillel
U-M Hillel
Jewish Community Center (JCC)
YAD Above and Beyond (JCC)
Mission Subsidies
Birthright Israel
Total - Jewish Identity Building & Continuity
Source: Jewish Federation of Metropolitan Detroit
10 November 3 • 2011
used to support allocations or annual
Federation operations.
Once budgets were developed for the
agencies, each budget was considered at
the division level before being presented
to the overall Planning and Allocations
Steering Committee.
The steering committee worked to put
the whole picture together and then sent
its recommendations to the 200-member
combined Federation Board of Governors/
United Jewish Foundation Board of
Directors, which approved its recommen-
dations in May 2011.
"It was very carefully vetted-out process:'
Bloom explained. "There are no decisions
$29,300,000
3,335,000
32,635,000
(1,044,388)
31,590,612
293,496
$31,884,108
$8,862,462
304,622
510,000
$9,677,084
$979,500
438,004
595,404
138,815
785,549
114,961
228,439
550,271
$3,830,943
$67,088
568,547
82,976
161,186
164,890
162,513
1,583,211
18,750
110,000
211,790
$3,130,951
ADVOCACY & AID TO AT-RISK POPULATIONS
Hebrew Free Loan
Jewish Community Relations Council
Jewish Family Service (JFS)
Jewish Family Service Financial Assistance Fund
Jewish Senior Life (JSL)
JVS
Michigan Jewish Conference
Foundation for Our Jewish Elderly
YAD Above and Beyond (JSUJFS)
Total - Advocacy & Aid to At-Risk Populations
$207,321
321,108
2,585,170
526,738
491,203
1,075,652
66,100
258,439
18,750
$5,550,481
ADDITIONAL LOCAL SUPPORT
Next Generation Engagement
Agency Incentive Grants
Capital Needs Reserve
Community Security
Various Direct Program Costs
Support Services
Agency Support to Cover Rent for Foundation-Owned
Facilities
Campaign and Other Expenses
Fund Guarantees/Loan Obligations
Supporting Local Services
Interest Expense
Challenge Fund Designations
Total - Additional Local Support
$94,000
7,973
995,000
217,000
396,100
1,698,900
3,900,000
94,650
1,765,000
25,000
225,000
$9,418,623
TOTAL - LOCAL AGENCY/PROGRAM ALLOCATIONS $21,930,998
NATIONAL AGENCIES/CENTRAL SERVICES
TOTAL - DOMESTIC
TOTAL - DOMESTIC AND
ISRAEL & OVERSEAS (ALLOCATIONS)
$276,026
$22,207,024
$31,884,108
Additional
Local Support
$9,418,623
Israel & Overseas
$9,677,084
Jewish Identity
Building &
Continuity
$3,130,951
National Agencies
$276,026
Advocacy & Aid to
At-Risk Populations
$5,550,481
Jewish
Education
$3,830,943