STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC (EIN 52-0607957)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-09
IRS object ID
202421309349301237
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T08:22:05-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1INTERNATIONAL PL 22ND FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520607957EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATED JEWISH COMMUNITYBusinessNameLine1Txt
Business Name Line2FEDERATION OF BALTIMORE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone4107274828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W MOUNT ROYAL AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK SMOLARZPersonNm
Person TitleCOO/CFOPersonTitleTxt
Phone4107274828PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastSMOLARZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J KENNEYPreparerPersonNm
PTINP00202198PTIN
Phone6177170831PhoneNum
Preparation2024-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARC TERRILLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W MOUNT ROYAL AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$60,762,526GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASSOCIATED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1950FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PRESERVE AND ENHANCE JEWISH LIFE.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee221TotalEmployeeCnt
Total Volunteers6500TotalVolunteersCnt
Total Gross UBI$620,303TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$236,318NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$45,068,226PYContributionsGrantsAmt
CY Contributions Grants$53,330,211CYContributionsGrantsAmt
PY Program Service Revenue$4,563,784PYProgramServiceRevenueAmt
CY Program Service Revenue$6,434,940CYProgramServiceRevenueAmt
PY Investment Income$204,421PYInvestmentIncomeAmt
CY Investment Income$229,520CYInvestmentIncomeAmt
PY Other Revenue$2,509,848PYOtherRevenueAmt
CY Other Revenue$767,855CYOtherRevenueAmt
PY Total Revenue$52,346,279PYTotalRevenueAmt
CY Total Revenue$60,762,526CYTotalRevenueAmt
PY Grants And Similar Paid$30,898,345PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,943,387CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,174,230PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17,262,219CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$11,442PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$12,551CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,498,584CYTotalFundraisingExpenseAmt
PY Other Expenses$7,067,093PYOtherExpensesAmt
CY Other Expenses$10,294,342CYOtherExpensesAmt
PY Total Expenses$52,151,110PYTotalExpensesAmt
CY Total Expenses$56,512,499CYTotalExpensesAmt
PY Revenues Less Expenses$195,169PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,250,027CYRevenuesLessExpensesAmt
Total Assets BOY$40,483,720TotalAssetsBOYAmt
Total Assets EOY$46,642,009TotalAssetsEOYAmt
Total Liabilities BOY$11,529,354TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,176,666TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$28,954,366NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,465,343NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE STRENGTHENS AND NURTURES JEWISH LIFE BY ENGAGING AND SUPPORTING COMMUNITY PARTNERS IN GREATER BALTIMORE, ISRAEL, AND AROUND THE WORLD. CONTINUED ON SCHEDULE OSINCE 1920, THE ASSOCIATED HAS SPEARHEADED COMMUNITY-WIDE FUNDRAISING EFFORTS TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL INITIATIVES THROUGH A NETWORK OF PARTNER AGENCIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$33,726,206ExpenseAmt
Grant$26,583,948GrantAmt
Revenue$3,116,486RevenueAmt
DescTHE ASSOCIATED IS THE CENTRALIZED ADDRESS FOR THE GREATER BALTIMORE JEWISH COMMUNITY. IT RAISES SIGNIFICANT DOLLARS THAT ARE THEN ALLOCATED TO ITS AGENCIES AND OTHER SUPPORTED ORGANIZATIONS TO HELP FULFILL THEIR MISSION. THE ASSOCIATED'S FUND RAISING PLATFORM INCLUDES A GENERAL ANNUAL CAMPAIGN AND DIRECTED CAMPAIGNS TARGETING CAPITAL PROJECTS, LEGACY AND ENDOWMENT, AND DONOR ADVISED FUND AND SUPPORTING FOUNDATIONS. IT PROVIDES OVERALL COMMUNITY PLANNING FOR ITS AGENCIES TO ENSURE EFFICIENT USE OF RESOURCES IN CARRYING OUT ITS SERVICES AND PROGRAMS. THE ASSOCIATED ALSO PROVIDES DIRECTLY OR INDIRECTLY NUMEROUS MEANINGFUL JEWISH EDUCATION AND ENGAGEMENT PROGRAMS FOR THOSE OF ALL AGES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$9,753,385ExpenseAmt
Grant$50,000GrantAmt
Revenue$871,871RevenueAmt
DescTHE ASSOCIATED IS A DIRECT PROGRAMS PROVIDER TO THE JEWISH COMMUNITY THROUGH EIGHT OPERATING PROGRAMS INCLUDING FOUR HILLELS AT LOCAL COLLEGE CAMPUSES (JOHN HOPKINS UNIVERSITY, TOWSON UNIVERSITY, GOUCHER COLLEGE AND UNIVERSITY OF MARYLAND BALTIMORE COUNTY (UMBC)). OTHER PROGRAMS FOCUS ON VOLUNTEERING, PROFESSIONAL DEVELOPMENT, ASSISTANCE TO CHILDREN WITH LEARNING DIFFERENCES AND PREVENTION OF DOMESTIC, SEXUAL AND ELDER ABUSE AND ASSISTANCE TO SUCH VICTIMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$5,800,964ExpenseAmt
Grant$2,309,439GrantAmt
Revenue$1,826,280RevenueAmt
DescTHE ASSOCIATED ALSO PROVIDES VARIOUS INFRASTRUCTURE SERVICES TO ITS MANY AGENCIES IN THE AREAS OF TECHNOLOGY, FACILITIES, FINANCE, HUMAN RESOURCES, PAYROLL AND BENEFITS, MARKETING, DATA MANAGEMENT, RISK MANAGEMENT/INSURANCE AND SECURITY. THIS ALLOWS THE AGENCIES TO FOCUS ON PROGRAM AND SERVICE DELIVERY WHILE ENSURING THAT CRITICAL ADMINISTRATIVE FUNCTIONS ARE COMPLETED IN AN EFFECTIVE AND EFFICIENT MANNER.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescTHE ASSOCIATED, THROUGH ITS AFFILIATE ASSOCIATED JEWISH CHARITIES (AJC), OWNS THE LAND AND BUILDINGS UTILIZED BY ITSELF AND MOST OF THE AGENCIES IT FUNDS. THE ASSOCIATED CHARGES RENT TO ITS AGENCIES AND PROGRAMS BASED ON MARKET COMPARISONS AND AMOUNT OF SPACE USED BY EACH ENTITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$49,280,555TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document261IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee221EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK SMOLARZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107274828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W MOUNT ROYAL AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MARC TERRILL
PRESIDENT36.004.00Yes (X)Yes (X)$841,681$0$30,740
YEHUDA NEUBERGER
CHAIR OF THE BOARD4.000.00Yes (X)Yes (X)$0$0$0
BRUCE S HOFFBERGER
CHAIR ELECT; COMMUNITY PLANNING & ALLOCATION3.001.50Yes (X)Yes (X)$0$0$0
PJ PEARLSTONE
SECRETARY3.002.00Yes (X)Yes (X)$0$0$0
JOHN SHMERLER
TREASURER3.000.00Yes (X)Yes (X)$0$0$0
JASON BLAVATT
CHAIR DEVELOPMENT3.001.50Yes (X)$0$0$0
MARK D NEUMANN
CHAIR MARKETING3.000.00Yes (X)$0$0$0
ANNETTE SAXON
CHAIR ASSOCIATED WOMEN3.000.00Yes (X)$0$0$0
PHILIP SACHS
CHAIR AUDIT3.001.50Yes (X)$0$0$0
AMY POLLOKOFF
CHAIR WOMEN'S CAMPAIGN3.000.00Yes (X)$0$0$0
BETH H GOLDSMITH
IMMEDIATE PAST CHAIR OF THE BOARD1.500.00Yes (X)$0$0$0
JESSICA BRONFEIN
IMMEDIATE PAST CHAIR ASSOCIATED WOMEN1.500.00Yes (X)$0$0$0
JOSH FIDLER
AJC PRESIDENT3.001.50Yes (X)$0$0$0
RONALD ATTMAN
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
MYRNA CARDIN
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
JEFFREY ELKIN
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
ALYSON FRIEDMAN
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
JILL GANSLER
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
MORRIS GARTEN
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
BENJAMIN GREENWALD
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
DANIEL HIRSCHHORN
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
LINDA HURWITZ
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
CLARA KLEIN
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
ISAAC PRETTER
DIRECTOR AT LARGE1.501.50Yes (X)$0$0$0
JASON REITBERGER
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
SANDY ROSENBERG
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
NINA ROSENZWOG
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
ROBERT RUSSEL
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
YANKY SCHORR
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
KAREN SINGER
DIRECTOR AT LARGE1.501.50Yes (X)$0$0$0
MORRY ZOLET
DIRECTOR AT LARGE1.500.00Yes (X)$0$0$0
MARK SMOLARZ
EXEC. VICE PRESIDENT, OPS32.008.00Yes (X)$245,949$0$26,315
MICHAEL FRIEDMAN
SENIOR VICE PRESIDENT10.0030.00$253,852$0$11,120Yes (X)
MICHAEL DYE
VICE PRESIDENT9.0031.00$218,310$0$28,337Yes (X)
LESLIE POMERANTZ
CHIEF DEVELOPMENT OFFICER40.000.00$197,832$0$8,840Yes (X)
CAROLE TAYLOR
SENIOR VP OF TECHNOLOGY AN40.000.00$176,378$0$17,692Yes (X)
CONNIE STERN
VICE PRESIDENT, FINANCE40.000.00$155,692$0$25,723Yes (X)
DARRELL FRIEDMAN
FORMER OFFICER0.000.00$161,579$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,251,273TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$148,767TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K29IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCd
DEFENDER ONE SECURITY
310 CHAMBORLEY DRIVEREISTERSTOWNMD21136ARMED SECURITY SERVICES$485,641
KENNETH DICKSTEIN
9006 TARR DRIVENEW WINDSORMD21776SECURITY SERVICES$401,518
GIANT LEAPS CONTENT ACTIVITIES LTD
CHAIRMAN'S MISSION$400,219PO BOX 3794MEVASERET TZIONIS
CLIFTONLARSONALLEN LLP
PO BOX 829709PHILADELPHIAPA19182AUDIT AND TAX SERVICES$365,100
CERIDIAN
PO BOX 772830CHICAGOIL60677PAYROLL PROCESSING$216,364
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Federated Campaigns$100,000FederatedCampaignsAmt
Related Organizations$19,034,015RelatedOrganizationsAmt
Government Grants$1,178,583GovernmentGrantsAmt
All Other Contributions$33,017,613AllOtherContributionsAmt
Noncash Contributions$1,365,651NoncashContributionsAmt
Total Contributions$53,330,211TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ENDOWMENT MANAGEMENT SERVICES900099$3,736,789$3,116,486$620,303
INFRASTRUCTURE SERVICES900099$1,826,280$1,826,280
OPERATING PROGRAMS900099$871,871$871,871
FieldValueIRS element (for citing)
Total Program Service Revenue$6,434,940TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$229,520TotalRevenueColumnAmt
Exclusion$229,520ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
RELEASE OF RESERVES900099$746,265$746,265
MISCELLANEOUS900099$15,990$15,990
TIME DISCOUNTS FOR ANNUAL AR900099$5,600$5,600
FieldValueIRS element (for citing)
Other Revenue Total$767,855OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,762,526TotalRevenueColumnAmt
Related Or Exempt Func Income$5,814,637RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$620,303UnrelatedBusinessRevenueAmt
Exclusion$997,375ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$28,893,387TotalAmt
Program Services$28,893,387ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$50,000TotalAmt
Program Services$50,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,139,658TotalAmt
Program Services$863,405ProgramServicesAmt
Management And General$74,306ManagementAndGeneralAmt
Fundraising$201,947FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,971,460TotalAmt
Program Services$9,881,439ProgramServicesAmt
Management And General$831,144ManagementAndGeneralAmt
Fundraising$2,258,877FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$835,575TotalAmt
Program Services$633,032ProgramServicesAmt
Management And General$54,479ManagementAndGeneralAmt
Fundraising$148,064FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,343,094TotalAmt
Program Services$1,017,527ProgramServicesAmt
Management And General$87,570ManagementAndGeneralAmt
Fundraising$237,997FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$972,432TotalAmt
Program Services$736,714ProgramServicesAmt
Management And General$63,403ManagementAndGeneralAmt
Fundraising$172,315FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$85,501TotalAmt
Program Services$19,665ProgramServicesAmt
Management And General$61,031ManagementAndGeneralAmt
Fundraising$4,805FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$146,934TotalAmt
Program Services$33,795ProgramServicesAmt
Management And General$104,881ManagementAndGeneralAmt
Fundraising$8,258FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$12,551TotalAmt
Fundraising$12,551FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$663,507TotalAmt
Program Services$314,203ProgramServicesAmt
Management And General$162,965ManagementAndGeneralAmt
Fundraising$186,339FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$195,012TotalAmt
Program Services$136,508ProgramServicesAmt
Fundraising$58,504FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$697,893TotalAmt
Program Services$463,847ProgramServicesAmt
Management And General$25,131ManagementAndGeneralAmt
Fundraising$208,915FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$525,339TotalAmt
Program Services$390,008ProgramServicesAmt
Management And General$25,209ManagementAndGeneralAmt
Fundraising$110,122FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,622,686TotalAmt
Program Services$1,986,947ProgramServicesAmt
Management And General$170,999ManagementAndGeneralAmt
Fundraising$464,740FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$291,009TotalAmt
Program Services$204,893ProgramServicesAmt
Management And General$6,541ManagementAndGeneralAmt
Fundraising$79,575FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$283,530TotalAmt
Program Services$66,535ProgramServicesAmt
Management And General$5,726ManagementAndGeneralAmt
Fundraising$211,269FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$212,257TotalAmt
Program Services$160,806ProgramServicesAmt
Management And General$13,839ManagementAndGeneralAmt
Fundraising$37,612FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$188,516TotalAmt
Program Services$142,820ProgramServicesAmt
Management And General$12,291ManagementAndGeneralAmt
Fundraising$33,405FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISSION & PROGRAM EXPEN$3,389,986$2,667,701$65$722,220
FOOD SERVICE EXPENSE$467,712$237,606$1,101$229,005
OTHER$253,223$174,228$14,994$64,001
UBI TAX$152,617$115,622$9,951$27,044

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$118,620TotalAmt
Program Services$89,867ProgramServicesAmt
Management And General$7,734ManagementAndGeneralAmt
Fundraising$21,019FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,512,499TotalAmt
Program Services$49,280,555ProgramServicesAmt
Management And General$1,733,360ManagementAndGeneralAmt
Fundraising$5,498,584FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,426,545BOYAmt
EOY$6,859,028EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,123,346BOYAmt
EOY$25,719,949EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,328,168BOYAmt
EOY$1,402,862EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$4,370BOYAmt
EOY$4,370EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$534,130BOYAmt
EOY$486,130EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$537EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$179,738BOYAmt
EOY$332,374EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,172,634BOYAmt
EOY$9,616,870EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,714,789BOYAmt
EOY$2,219,889EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,483,720BOYAmt
EOY$46,642,009EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,334,866BOYAmt
EOY$5,612,325EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$27,763BOYAmt
EOY$172,440EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$241,592BOYAmt
EOY$691,412EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$5,000,000BOYAmt
EOY$5,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$925,133BOYAmt
EOY$2,700,489EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,529,354BOYAmt
EOY$14,176,666EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$11,981,448BOYAmt
EOY-$12,429,998EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,935,814BOYAmt
EOY$44,895,341EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,954,366BOYAmt
EOY$32,465,343EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,483,720BOYAmt
EOY$46,642,009EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,250,027ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$21,000NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$718,050OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,026,375CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,261,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,270,834CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,068,226CurrentTaxYearMinus1YearAmt
Current Tax Year$53,330,211CurrentTaxYearAmt
Total$244,957,573TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,026,375CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,261,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,270,834CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,068,226CurrentTaxYearMinus1YearAmt
Current Tax Year$53,330,211CurrentTaxYearAmt
Total$244,957,573TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$26,457,316SubstantialContributorsTotAmt
Public Support Total170$218,500,257PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$398,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$355,624CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$253,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$198,121CurrentTaxYearMinus1YearAmt
Current Tax Year$229,520CurrentTaxYearAmt
Total$1,435,200TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$177,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$223,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$287,833CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$328,709CurrentTaxYearMinus1YearAmt
Current Tax Year$256,576CurrentTaxYearAmt
Total$1,273,684TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$103,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$396,306CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$566,587CurrentTaxYearMinus1YearAmt
Current Tax Year$767,855CurrentTaxYearAmt
Total$1,834,586TotalAmt
FieldValueIRS element (for citing)
Total Support$249,501,043TotalSupportAmt
Gross Receipts Rltd Activities$27,138,985GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87570PublicSupportCY170Pct
Public Support PY1700.90230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2019 AMOUNT: $ 103,838. 2020 AMOUNT: $ 396,306. 2021 AMOUNT: $ 566,587. 2022 AMOUNT: $ 767,855.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,067,000BeginningYearBalanceAmt
Contributions$5,309,000ContributionsAmt
Investment Earnings Or Losses$5,953,000InvestmentEarningsOrLossesAmt
Other Expenditures$8,057,000OtherExpendituresAmt
End Year Balance$144,272,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$162,610,000BeginningYearBalanceAmt
Contributions$13,389,000ContributionsAmt
Investment Earnings Or Losses-$25,023,000InvestmentEarningsOrLossesAmt
Other Expenditures$9,909,000OtherExpendituresAmt
End Year Balance$141,067,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$114,379,000BeginningYearBalanceAmt
Contributions$19,770,000ContributionsAmt
Investment Earnings Or Losses$40,943,000InvestmentEarningsOrLossesAmt
Other Expenditures$12,482,000OtherExpendituresAmt
End Year Balance$162,610,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$112,205,000BeginningYearBalanceAmt
Contributions$10,763,000ContributionsAmt
Investment Earnings Or Losses$3,048,000InvestmentEarningsOrLossesAmt
Other Expenditures$11,637,000OtherExpendituresAmt
End Year Balance$114,379,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$120,210,000BeginningYearBalanceAmt
Contributions$7,826,000ContributionsAmt
Investment Earnings Or Losses$2,634,000InvestmentEarningsOrLossesAmt
Other Expenditures$18,465,000OtherExpendituresAmt
End Year Balance$112,205,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42319BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.57681PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ISRAEL BONDS$6,456,548F
TRENDLINES$31,111F
REAL ESTATE FUND$2,741,469F
SPLIT INTEREST AGREEMENT$387,742F
FieldValueIRS element (for citing)
Total Book Value Securities$9,616,870TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMP LIABILITY$658,337
CONTINGENCY RESERVE$2,042,152
FieldValueIRS element (for citing)
Total Liability$2,700,489TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$60,247,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$21,000NetUnrealizedGainsInvstAmt
Other Revenue-$494,526OtherRevenueAmt
Revenue Not Reported-$515,526RevenueNotReportedAmt
Revenue Subtotal$60,762,526RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$60,762,526TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,737,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$718,501OtherExpensesIncludedAmt
Expenses Not Reported$718,501ExpensesNotReportedAmt
Expenses Subtotal$56,018,499ExpensesSubtotalAmt
Other Expenses Not Included$494,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$494,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$56,512,499TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS. THE ENDOWMENT ALSO INCLUDES CERTAIN NET ASSETS WITHOUT DONOR RESTRICTIONS THAT HAVE BEEN DESIGNATED FOR ENDOWMENT BY THE BOARD OF GOVERNORS.
PART X, LINE 2:THE ASSOCIATED FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ASSOCIATEDS TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATED HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. GENERALLY, THE ASSOCIATED IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS BEFORE 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FINANCIAL STATEMENT ROUNDING -526. NONOPERATING INCOME -494,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS:BAD DEBT EXPENSE 718,000. FINANCIAL STATEMENT ROUNDING 501.
PART XII, LINE 4B - OTHER ADJUSTMENTS:NONOPERATING INCOME 494,000.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
MIDDLE EAST AND NORTH AFRICA00INVESTMENTS$100,000
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$761,479COORDINATING MISSIONS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$861,479SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$861,479TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
PART 1, LINE 3, COLUMN EAS PART OF ITS MISSION, THE ASSOCIATED PROVIDES PLANNING AND LOGISTICAL SUPPORT FOR MEMBERS OF THE BALTIMORE COMMUNITY TO TRAVEL AND LEARN ABOUT ISRAEL AND OTHER PLACES WITH JEWISH HISTORY OR IDENTITY.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
70 FACES MEDIA
520 EIGHTH AVENUE FLOOR 4NEW YORKNY10018130887610501(C)(3)$17,640$0N/AN/AGENERAL SUPPORT
AMERICAN FRIENDS OF LATET HUMANITARIAN AID INC
57 WINGATE STREET STE 204HAVERHILLMA01832472069028501(C)(3)$30,000$0N/AN/AGENERAL SUPPORT
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREET SUITE 400NEW YORKNY10017131656634501(C)(3)$275,825$0N/AN/AGENERAL SUPPORT
BAIS HAMEDRASH AND MESIVTA
6823 OLD PIMLICO ROADBALTIMOREMD21209521980774501(C)(3)$158,651$0N/AN/AGENERAL SUPPORT
BAIS YAAKOV SCHOOL FOR GIRLS
6302 SMITH AVENUEBALTIMOREMD21209520613700501(C)(3)$696,866$0N/AN/AGENERAL SUPPORT
BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY
8000 YORK ROADTOWSONMD21252520939453501(C)(3)$337,658$0N/AN/AGENERAL SUPPORT
BALTIMORE JEWISH COUNCIL
5750 PARK HEIGHTS AVENUE SUITE 329BALTIMOREMD21215521912836501(C)(3)$953,804$0N/AN/AGENERAL SUPPORT
BEN & ESTHER ROSENBLOOM HILLEL CENTER - FOR JEWISH LIFE AT UNIVERSITY OF MA
BEN ESTHER ROSENBLOOM HILLEL CENTERCOLLEGE PARKMD20740530179971501(C)(3)$679,463$0N/AN/AGENERAL SUPPORTFOR JEWISH LIFE AT UNIV OF MD
BETH TFILOH COMMUNITY SCHOOL
3300 OLD COURT ROADBALTIMOREMD21208521837996501(C)(3)$538,693$0N/AN/AGENERAL SUPPORT
BNAI BRITH YOUTH ORGANIZATION
2020 K STREET NW 7TH FLOORWASHINGTONDC20006912139926501(C)(3)$53,000$0N/AN/AGENERAL SUPPORT
BNOS YISROEL
6300 PARK HEIGHTS AVENUEBALTIMOREMD21215522231272501(C)(3)$256,707$0N/AN/AGENERAL SUPPORT
CHAI
5809 PARK HEIGHTS AVENUEBALTIMOREMD21215237097000501(C)(3)$903,560$0N/AN/AGENERAL SUPPORT
CHEDER CHABAD OF BALTIMORE
5713 PARK HEIGHTS AVENUEBALTIMOREMD21215263435681501(C)(3)$115,633$0N/AN/AGENERAL SUPPORT
DISTANT COUSINS LLC
356 S LAPEER DRIVEBEVERLY HILLSCA90211472246984501(C)(3)$7,500$0N/AN/AGENERAL SUPPORT
EDWARD A MYERBERG SR CTR
3101 FALLSTAFF ROADBALTIMOREMD21209521047511501(C)(3)$269,214$0N/AN/AGENERAL SUPPORT
HEBREW FREE LOAN ASSN
5752 PARK HEIGHTS AVENUEBALTIMOREMD21215520633396501(C)(3)$20,724$0N/AN/AGENERAL SUPPORT
ISRAEL CONNECT INC
750 MELBOURNE STPITTSBURGHPA15217831267863501(C)(3)$9,500$0N/AN/AGENERAL SUPPORT
ISRAEL LACROSSE ASSOCIATION
1501 BROADWAY 21ST FLOORNEW YORKNY10036453857764501(C)(3)$10,000$0N/AN/AGENERAL SUPPORT
JEWELS SCHOOL INC
5713-B PARK HEIGHTS AVEBALTIMOREMD21215460528711501(C)(3)$22,293$0N/AN/AGENERAL SUPPORT
JEWISH AGENCY FOR ISRAEL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017131760102501(C)(3)$261,461$0N/AN/AGENERAL SUPPORT
JEWISH CEMETERY ASSOCIATION
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522178573501(C)(13)$27,970$0N/AN/AGENERAL SUPPORT
JEWISH COMMUNITY CENTER
3506 GWYNNBROOK AVENUEOWINGS MILLSMD21117520619002501(C)(3)$5,687,015$0N/AN/AGENERAL SUPPORT
JEWISH COMMUNITY SERVICES
5750 PARK HEIGHTS AVENUEBALTIMOREMD21215520607909501(C)(3)$5,954,291$0N/AN/AGENERAL SUPPORT
JEWISH FED OF HOWARD COUNTY
10630 LITTLE PATUXENT PARKWAY STECOLUMIBAMD21044237072654501(C)(3)$33,652$0N/AN/AGENERAL SUPPORT400
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C)(3)$5,327,668$0N/AN/AGENERAL SUPPORT
JEWISH MUSEUM OF MARYLAND
15 LLOYD STREETBALTIMOREMD21202526034761501(C)(3)$1,168,616$0N/AN/AGENERAL SUPPORT
JPRO NETWORK
25 BROADWAY SUITE 1700NEW YORKNY10004131624105501(C)(3)$5,004$0N/AN/AGENERAL SUPPORT
KRIEGER SCHECTER DAY SCHOOL
8100 STEVENSON ROADBALTIMOREMD21208520591562501(C)(3)$236,206$0N/AN/AGENERAL SUPPORT
MARYLAND ISRAEL DEVELOPMENT CENTER
401 E PRATT STREET 7TH FLOORBALTIMOREMD21202521777737501(C)(3)$124,892$0N/AN/AGENERAL SUPPORT
MEALS ON WHEELS OF CENTRAL MD
63 SHIPPING PL FL 207DUNDALKMD21222526074723501(C)(3)$120,000$0N/AN/AGENERAL SUPPORT
MESIVTA KESSER TORAH OF BALTIMORE
8400 PARK HEIGHTS AVENUEPIKESVILLEMD21208814569627501(C)(3)$53,723$0N/AN/AGENERAL SUPPORT
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212262599786501(C)(3)$62,500$0N/AN/AGENERAL SUPPORT
NER ISRAEL
400 MOUNT WILSON LANEPIKESVILLEMD21208520660881501(C)(3)$348,902$0N/AN/AGENERAL SUPPORT
OHR CHADASH ACADEMY OF BALTIMORE
7310 PARK HEIGHTS AVEPIKESVILLEMD21208452187170501(C)(3)$94,970$0N/AN/AGENERAL SUPPORT
ONE TABLE
228 PARK AVENUE SOUTH SUITE 77191NEW YORKNY10003464715368501(C)(3)$24,996$0N/AN/AGENERAL SUPPORT
OPENDOR MEDIA
11110 W OAKLAND PARK BLVD 288SUNRISEFL33351261264680501(C)(3)$25,000$0N/AN/AGENERAL SUPPORT
OR HANER INC
400 MT WILSON LANEBALTIMOREMD21208522243222501(C)(3)$20,000$0N/AN/AGENERAL SUPPORT
PEARLSTONE CONFERENCE AND RETREAT CENTER
5425 MT GILEAD ROADREISTERSTOWNMD21136432080719501(C)(3)$1,991,626$0N/AN/AGENERAL SUPPORT
PEF ISRAEL ENDOWMENT FUND
630 3RD AVE RM 1501NEW YORKNY10017136134086501(C)(3)$17,505$0N/AN/AGENERAL SUPPORT
SULAM
13300 ARCTIC AVENUEROCKVILLEMD20853522105076501(C)(3)$17,713$0N/AN/AGENERAL SUPPORT
TALMUDICAL ACADEMY
4445 OLD COURT ROADBALTIMOREMD21208560591676501(C)(3)$289,810$0N/AN/AGENERAL SUPPORT
THE BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVENUENEW YORKNY10017134092050501(C)(3)$55,000$0N/AN/AGENERAL SUPPORT
TORAH INSTITUTE OF BALTIMORE
35 ROSEWOOD LANEOWINGS MILLSMD21117237304990501(C)(3)$300,413$0N/AN/AGENERAL SUPPORT
TORAS SIMCHA
110 SUDBROOK LANEPIKESVILLEMD21208811685764501(C)(3)$57,764$0N/AN/AGENERAL SUPPORT
ZAMIR CHORAL FOUNDATION
475 RIVERSIDE DRIVE SUITE 1948NEW YORKNY10115136217087501(C)(3)$10,000$0N/AN/AGENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org45Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFELLOWSHIPGrantTypeTxt
Recipient9RecipientCnt
Cash Grant$18,300CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationLAY AND PROFESSIONAL LEADERSHIP MEETS WITH AGENCY REPRESENTATION SEVERAL TIMES DURING THE YEAR TO MONITOR THE FISCAL HEALTH OF THE GRANTEE ORGANIZATIONS AS WELL AS TO ENSURE APPROPRIATE USE OF FUNDS. AGENCIES ARE REQUIRED TO SUBMIT BUDGETS ON A QUARTERLY BASIS AS WELL AS AN ORGANIZATION BUSINESS PLAN ONCE A YEAR. THE ASSOCIATED THROUGH ITS COMMUNITY PLANNING AND ALLOCATION EXECUTIVE COMMITTEE, A LAY BODY, MEETS THROUGHOUT THE FISCAL YEAR TO ASSESS AND DETERMINE ONGOING ELIGIBILITY OF FUNDED ORGANIZATIONS AS WELL AS TO CLEARLY IDENTIFY CRITERIA TO BE USED AS THE BASIS FOR FUNDING DECISION FOR THE NEXT FISCAL YEAR. IN ADDITION, A RECORD OF ALL GRANTS MADE IS MAINTAINED IN ORDER TO ENSURE THAT GRANTS ARE USED AS REQUESTED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARC TERRILL
PRESIDENT$761,364$0$75,000$0$5,317$0$11,529$0$19,211$0$872,421$0$0$0
MARK SMOLARZ
EXEC. VICE PRESIDENT, OPS$245,949$0$0$0$0$0$9,863$0$16,452$0$272,264$0$0$0
MICHAEL FRIEDMAN
SENIOR VICE PRESIDENT$253,852$0$0$0$0$0$10,045$0$1,075$0$264,972$0$0$0
MICHAEL DYE
VICE PRESIDENT$208,310$0$10,000$0$0$0$9,126$0$19,211$0$246,647$0$0$0
LESLIE POMERANTZ
CHIEF DEVELOPMENT OFFICER$197,832$0$0$0$0$0$7,850$0$990$0$206,672$0$0$0
CAROLE TAYLOR
SENIOR VP OF TECHNOLOGY AN$176,378$0$0$0$0$0$7,063$0$10,629$0$194,070$0$0$0
CONNIE STERN
VICE PRESIDENT, FINANCE$155,692$0$0$0$0$0$6,699$0$19,024$0$181,415$0$0$0
DARRELL FRIEDMAN
FORMER OFFICER$0$0$0$0$161,579$0$0$0$0$0$161,579$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE ORGANIZATION PROVIDES CHARTER TRAVEL AND COMPANION TRAVEL ON ONE BUSINESS TRIP PER YEAR TO MARC TERRILL PURUSANT TO HIS EMPLOYMENT CONTRACT HOWEVER, NO BENEFIT WAS PROVIDED IN 2022 DUE TO NO TRAVEL THAT YEAR. MARC TERRILL, THE PRESIDENT, HAS MEMBERSHIP IN THE CENTER CLUB ON BEHALF OF THE ORGANIZATION. THE CLUB IS USED SOLELY FOR THE ORGANIZATION'S BUSINESS PURPOSES. THEREFORE, THIS IS NOT TREATED AS TAXABLE INCOME TO HIM.
PART I, LINE 4BMARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO AMOUNTS VESTED OR RECEIVED FROM THE PLAN DURING THE TAX YEAR. MARC TERRILL HAS A CONTRACT EXECUTED ON JULY 1, 2020. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT. DARRELL FRIEDMAN RECEIVED $161,579 IN DEFERRED COMPENSATION IN TAX YEAR 2022.
PART I, LINE 7:THE BONUS AWARDED TO MICHAEL DYE IN FY23 WAS AWARDED DUE TO EXCELLENT PERFORMANCE. THE BONUS AWARDED TO MARC TERRILL IN FY23 WAS PER HIS CONTRACT.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonLESLIE POMERANTZPersonNm
Relationship With OrgCHIEF DEVELOPMENT OFFICERRelationshipWithOrgTxt
Loan PurposeADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$4,370OriginalPrincipalAmt
Balance Due$4,370BalanceDueAmt
Default0DefaultInd
Board Or Committee Approval0BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$4,370TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution105ContributionCnt
Noncash Contributions Rpt F990$1,365,651NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 33:FormAndLineReferenceDesc
Explanation105 SHARES OF PUBLICLY TRADED SECURITIES WITH A FAIR MARKET VALUE OF $1,365,651 WERE RECEIVED DURING THE CURRENT YEAR TO SATISFY PLEDGES WHICH HAVE BEEN RECOGNIZED AS REVENUE IN PRIOR YEARS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ANY INDIVIDUAL(S), JEWISH OR NON-JEWISH, WHO SUPPORTS THE MISSION AND WHO, DIRECTLY OR THROUGH A FAMILY, CORPORATION, FIRM, TRUST, OR FOUNDATION, CONTRIBUTES TO THE ASSOCIATED ANNUAL CAMPAIGN IN ANY FISCAL YEAR OF THE ASSOCIATED, SHALL BE A MEMBER FOR AND DURING THE FISCAL YEAR IN WHICH A CONTRIBUTION IS MADE AND FOR THE SUCCEEDING FISCAL YEAR.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF GOVERNERS. ELECTIONS OF DIRECTORS AND OFFICERS SHALL BE HELD BY BALLOT AT EACH ANNUAL MEETING OF THE ASSOCIATED.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBERS OF THE ORGANIZATION ARE REQUIRED TO APPROVE ANY AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD DELEGATED AUTHORITY OF THE REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. BOTH SENIOR MANAGEMENT AND THE AUDIT COMMITTEE HAVE REVIEWED THE FORM 990 IN DETAIL PRIOR TO SUBMISSION TO THE IRS. THE ENTIRE BOARD IS PROVIDED A COMPLETE COPY PRIOR TO SUBMISSION OF THE FORM TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, BOARD MEMBERS AND SENIOR STAFF OF THE ASSOCIATED ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. EACH OFFICER, DIRECTOR AND STAFF MEMBER IS EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS INCLUDING A DIRECT OR INDIRECT INTEREST (FINANCIAL, FAMILIAL OR OTHERWISE) WITH THE BUSINESS OF THE ASSOCIATED. IF THE ASSOCIATED TAKES UP FOR CONSIDERATION ANY MATTER IN WHICH AN OFFICER, DIRECTOR OR STAFF MEMBER, OR PERSONS AFFILIATED WITH THEM, HAVE SUCH A CONFLICTED INTEREST, THE ASSOCIATED SHALL RESOLVE QUESTIONS OF REAL OR APPARENT CONFLICT OF INTEREST THROUGH THE FOLLOWING PROCEDURES. 1. THE PERSON WITH A CONFLICTED INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. 2. THE PERSON SO AFFECTED MAY TAKE PART IN ANY DISCUSSION OF ANY SUCH MATTERS, UNLESS THE ASSOCIATED SPECIFICALLY REQUESTS THE PERSON TO ABSTAIN FROM SUCH DISCUSSION. 3. THE PERSON WITH A CONFLICTED INTEREST SHALL ABSTAIN FROM VOTING ON ANY RESOLUTION INVOLVING SUCH MATTERS.
FORM 990, PART VI, SECTION B, LINE 15THE ASSOCIATED'S EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPRISED OF BOTH PAST AND CURRENT TOP LAY LEADERSHIP ANNUALLY REVIEWS COMPENSATION OF ALL KEY EMPLOYEES, OFFICERS, AND THE PRESIDENT BASED ON REVIEW OF INDEPENDENT SURVEYS OF SUCH INDIVIDUALS OF OTHER LIKE SIZE ORGANIZATIONS ACROSS THE NATION, AS WELL AS COMPENSATION REVIEWS OF OTHER NOT FOR PROFIT ORGANIZATIONS IN THE GREATER BALTIMORE METRO AREA. THE COMMITTEE CONSIDERS STANDARDS OF LIVING AS WELL AS SIZE AND COMPLEXITY OF SUCH ORGANIZATIONS. THE COMMITTEE ALSO REVIEWS THE PERCENTAGE OF COMPENSATION OF SUCH EMPLOYEES TO THE TOTAL OPERATING BUDGET AND CONSIDERS GENERAL ECONOMIC CONDITIONS IMPACTING THE ORGANIZATION'S ENVIRONMENT THAT IT OPERATES WITHIN TO DETERMINE THAT SUCH PERCENTAGE APPEARS TO FALL IN LINE WITH SIMILAR ORGANIZATIONS. THE DETERMINATION OF THE EXECUTIVE COMPENSATION COMMITTEE IS THEN PRESENTED TO THE AFFECTED EMPLOYEE AS AN OFFER.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART IXTHE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED) AND THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE (THE AJC) ARE AFFILIATE ORGANIZATIONS AND WORK IN CONJUNCTION WITH EACH OTHER TO ACCOMPLISH THE MISSION OF THE ASSOCIATED. THE TWO ORGANIZATIONS WERE FORMED AS SEPARATE ENTITIES TO DIVIDE THE ASSET HOLDING ORGANIZATION (THE AJC) FROM THE PROGRAM SERVICE DELIVERY ORGANIZATION (THE ASSOCIATED). IF THE TWO ORGANIZATIONS WERE COMBINED, THE TOTAL AMOUNT OF PROGRAM SERVICE EXPENSES COMPARED TO TOTAL EXPENSES WOULD BE THE ASSOCIATED PROGRAM EXPENSE: $49,280,555 TOTAL EXPENSE: $56,512,499 PROGRAM SERVICE %: 87.20% AJC PROGRAM EXPENSE: $45,027,545 TOTAL EXPENSE: $45,366,489 PROGRAM SERVICE %: 99.25% TOTAL PROGRAM EXPENSE: $94,308,100 TOTAL EXPENSE: $101,878,988 PROGRAM SERVICE %: 92.57%
FORM 990, PART XI, LINE 9:UNCOLLECTED CONTRIBUTIONS EXPENSE -718,000. FINANCIAL STATEMENT ROUNDING -50.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC
101 W MT ROYAL AVEBALTIMOREMD21201526024192HOLDING TITLE & INVESTING AJCFB ASSETSMD501(C)(3)LINE 7THE ASSOCIATED JCFBYes (1)
HARRY WEINBERG FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521541188CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201461468312CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
KOLKER-SAXON-HALLOCK FAMILY FOUNDATION
101 W MT ROYAL AVEBALTIMOREMD21201521636273CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
ZANVYL AND ISABELLE KRIEGER FUND INC
101 W MT ROYAL AVEBALTIMOREMD21201521126684CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
PEARLSTONE FAMILY FUND
101 W MT ROYAL AVEBALTIMOREMD21201521249913CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
HOFFBERGER FAMILY FUND INC
101 W MT ROYAL AVEBALTIMOREMD21201521167596CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
GOLDSMITH FOUNDATION
101 W MT ROYAL AVEBALTIMOREMD21201521306094CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
RICHMAN FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521899221CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
DUPKIN JEWISH CHARITY AND WELFARE FUND
101 W MT ROYAL AVEBALTIMOREMD21201521163411CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
GERSON G AND SANDY F EISENBERG FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521726080CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JUDI AND STEVEN B FADER FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201223920799CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JOSEPH AND ANNETTE COOPER FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201522206655CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
MACADOO FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201463952974CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
LIBMAN FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201208572565CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
NATHAN AND LILLIAN WEINBERG FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521867912CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
KESHER FUND OF COHEN-FRUCHTMAN-KRIEGER FAMILY INC
101 W MT ROYAL AVEBALTIMOREMD21201311478499CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
MARTIN S HIMELES SR FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521489357CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
DAVID AND REGINA WEINBERG FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201311615045CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JOAN G & JOSEPH KLEIN JR FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201311555845CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
BANCROFT FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201311644387CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
FUND FOR CHANGE INC
101 W MT ROYAL AVEBALTIMOREMD21201311662222CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
ZIMMERMAN FUND FOR CHILDREN INC
101 W MT ROYAL AVEBALTIMOREMD21201562523091CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
THE FLORENCE AND CHARLES HOFFBERGER CHARITABLE FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521801455CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
WILLIAM AND IRENE WEINBERG FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521857755CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
LYN STACIE GETZ FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201203486477CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
LINDA AND G ARNOLD KAUFMAN FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201522204089CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
FELDMAN FAMILY FUND
101 W MT ROYAL AVEBALTIMOREMD21201521489355CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
MARVIN SCHAPIRO FAMILY FOUNDATION
101 W MT ROYAL AVEBALTIMOREMD21201521489357CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JEWISH DAY SCHOOL FOUNDATION OF GREATER BALTIMORE INC
101 W MT ROYAL AVEBALTIMOREMD21201521879606CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
BRENDA BROWN LIPITZ REVER FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201311555883CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
BAVAR FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201522230085CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201522205658CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
HERBERT J & PHYLLIS M SIEGEL CHARITABLE FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201261943873CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
LUSKIN FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201465753796CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
STEVEN & LINDA HURWITZ FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201813750702CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JILL FOX MEMORIAL FUND INC
101 W MT ROYAL AVEBALTIMOREMD21201521167942CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
WOLASKY FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201820956858CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
SWIRNOW CHARITABLE FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201521680035CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
KR FUND INC
101 W MT ROYAL AVEBALTIMOREMD21201522209669CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
NEUBERGER FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201271040796CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
SHOLK-KAPLAN FAMILY FOUNDTION INC
101 W MT ROYAL AVEBALTIMOREMD21201453915659CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
VOLOSOV FAMILY FOUNDATION INC
101 W MT ROYAL AVEBALTIMOREMD21201474050322CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATED JEWISH CHARITIES OF BALTIMOREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$19,034,015InvolvedAmt
Method Of Amount DeterminationCASH VALUEMethodOfAmountDeterminationTxt