Coordinator, EITC (Educational Improvement Tax Credit)

The EITC Program Associate plays a key role in the administration and support of the Foundation for Jewish Day Schools (FJDS) Educational Improvement Tax Credit (EITC/OSTC) programs. This position supports program operations including  donor processing, financial tracking, scholarship allocation, compliance, and stakeholder engagement.

Working closely with the Director, Finance Department, and FRD’s EITC Committee, the Program Associate supports core program workflows, regulatory compliance, and data-driven decision-making. The role requires strong project management, analytical, and communication skills to coordinate across schools, donors, board members, and partners. 

Essential Duties:

Program   Operations & Financial Administration

• Complete donation process workflows (checks, wires, stock   transfers, credit cards) with accurate entry, documentation, and compliance   with Finance protocols, FJDS policies, and DCED regulations. 
• Reconcile contributions across all PEP LLC entities by   school, tax program, and fiscal year; Identify discrepancies and resolve   variances in collaboration with PEP. 
• Generate, record and distribute donor receipts and   acknowledgment communications in accordance with regulatory requirements. 
• Maintain and ensure accuracy of donor, board, and school   contact data, including tracking terms and engagement history. 

Scholarship   & Fund Management

• Coordinate scholarship allocation processes, including   entering approved funding into third-party platform and ensuring scholarship   assignment aligns    with state guidelines and FJDS   policy. 
• Create    and maintain spreadsheets to track undesignated   funds. 
• Complete encumbered fund tracking and reconciliation, including   analysis of school utilization, preparation of fund transfers (MOUs), and   ensuring timely use prior to expiration. 
• Maintain EIO-specific contribution and disbursement   processes, ensuring proper data entry, documentation and audit readiness. 
• Implement disbursement process of interest earned from   investment account(s).

Compliance,   Reporting &Analysis

• Compile financial, scholarship, and demographic data to   support audits, IRS filings (990), DCED renewals, and other compliance   requirements. 
• Collaborate with Finance to ensure integrity and accuracy of data,   program reporting and data systems. 
• Monitor adherence to program guidelines and proactively   identify risks or compliance gaps. 

Stakeholder   Engagement & Communications

• Coordinate communications with schools regarding   eligibility, funds available, scholarship parameters and allocations,   compliance requirements, and donor updates. 
• Support clear, timely communication with donors, board members,   school administrators and partner organizations. 
• Maintain targeted communication lists for donor   engagement/stewardship initiatives. 

Board   & Committee Support

• Coordinate logistics and materials for quarterly Board and   committee meetings, including scheduling, communications, attendance   tracking, Zoom    meetings, and preparation of summaries. 
• Support the Director in managing EITC Committee   engagement, including maintaining records, preparing materials, and   coordinating follow-ups. 

Events   & Programmatic Initiatives

• Lead coordination of the Foundation’s Continuing Education   events, including logistics, accreditation, participant communications, and   post-event follow-up. 
• Maintain calendar of large scale school events such as annual fundraising gala, and coordinate related JFGP involvement (e.g., gala ads). 
• Support program-related events and initiatives as needed. 

Cross-Functional   Collaboration & Special Projects

• Collaborate with Finance, Marketing, External Affairs and   FRD teams (as needed). 
• Contribute to ongoing enhancements of systems, workflows,   and program effectiveness. 
• Complete tasks and projects assigned by the Director.

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