2024-05-09T08:22:05-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP INTERNATIONAL PL 22ND FLOOR BOSTON MA 02110 990 2022-07-01 520607957 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC ASSO 4107274828 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARK SMOLARZ COO/CFO 4107274828 2024-05-07 1 MARK SMOLARZ 999009999 0 LAURA J KENNEY P00202198 6177170831 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARC TERRILL 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 60762526 0 X WWW.ASSOCIATED.ORG X 1950 MD TO PRESERVE AND ENHANCE JEWISH LIFE. 31 30 221 6500 620303 236318 45068226 53330211 4563784 6434940 204421 229520 2509848 767855 52346279 60762526 30898345 28943387 0 0 14174230 17262219 11442 12551 5498584 7067093 10294342 52151110 56512499 195169 4250027 40483720 46642009 11529354 14176666 28954366 32465343 X THE 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. 0 0 33726206 26583948 3116486 THE 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. 9753385 50000 871871 THE 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. 5800964 2309439 1826280 THE 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. THE 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. 49280555 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 261 0 1 221 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X MARK SMOLARZ 4107274828 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARC TERRILL PRESIDENT 36.00 4.00 X X 841681 0 30740 YEHUDA NEUBERGER CHAIR OF THE BOARD 4.00 0.00 X X 0 0 0 BRUCE S HOFFBERGER CHAIR ELECT; COMMUNITY PLANNING & ALLOCATION 3.00 1.50 X X 0 0 0 PJ PEARLSTONE SECRETARY 3.00 2.00 X X 0 0 0 JOHN SHMERLER TREASURER 3.00 0.00 X X 0 0 0 JASON BLAVATT CHAIR DEVELOPMENT 3.00 1.50 X 0 0 0 MARK D NEUMANN CHAIR MARKETING 3.00 0.00 X 0 0 0 ANNETTE SAXON CHAIR ASSOCIATED WOMEN 3.00 0.00 X 0 0 0 PHILIP SACHS CHAIR AUDIT 3.00 1.50 X 0 0 0 AMY POLLOKOFF CHAIR WOMEN'S CAMPAIGN 3.00 0.00 X 0 0 0 BETH H GOLDSMITH IMMEDIATE PAST CHAIR OF THE BOARD 1.50 0.00 X 0 0 0 JESSICA BRONFEIN IMMEDIATE PAST CHAIR ASSOCIATED WOMEN 1.50 0.00 X 0 0 0 JOSH FIDLER AJC PRESIDENT 3.00 1.50 X 0 0 0 RONALD ATTMAN DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 MYRNA CARDIN DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 JEFFREY ELKIN DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 ALYSON FRIEDMAN DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 JILL GANSLER DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 MORRIS GARTEN DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 BENJAMIN GREENWALD DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 DANIEL HIRSCHHORN DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 LINDA HURWITZ DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 CLARA KLEIN DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 ISAAC PRETTER DIRECTOR AT LARGE 1.50 1.50 X 0 0 0 JASON REITBERGER DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 SANDY ROSENBERG DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 NINA ROSENZWOG DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 ROBERT RUSSEL DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 YANKY SCHORR DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 KAREN SINGER DIRECTOR AT LARGE 1.50 1.50 X 0 0 0 MORRY ZOLET DIRECTOR AT LARGE 1.50 0.00 X 0 0 0 MARK SMOLARZ EXEC. VICE PRESIDENT, OPS 32.00 8.00 X 245949 0 26315 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 10.00 30.00 X 253852 0 11120 MICHAEL DYE VICE PRESIDENT 9.00 31.00 X 218310 0 28337 LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 197832 0 8840 CAROLE TAYLOR SENIOR VP OF TECHNOLOGY AN 40.00 0.00 X 176378 0 17692 CONNIE STERN VICE PRESIDENT, FINANCE 40.00 0.00 X 155692 0 25723 DARRELL FRIEDMAN FORMER OFFICER 0.00 0.00 X 161579 0 0 2251273 0 148767 29 1 1 0 DEFENDER ONE SECURITY 310 CHAMBORLEY DRIVE REISTERSTOWN MD 21136 ARMED SECURITY SERVICES 485641 KENNETH DICKSTEIN 9006 TARR DRIVE NEW WINDSOR MD 21776 SECURITY SERVICES 401518 GIANT LEAPS CONTENT ACTIVITIES LTD PO BOX 3794 MEVASERET TZION IS CHAIRMAN'S MISSION 400219 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 19182 AUDIT AND TAX SERVICES 365100 CERIDIAN PO BOX 772830 CHICAGO IL 60677 PAYROLL PROCESSING 216364 10 100000 19034015 1178583 33017613 1365651 53330211 ENDOWMENT MANAGEMENT SERVICES 900099 3736789 3116486 620303 INFRASTRUCTURE SERVICES 900099 1826280 1826280 OPERATING PROGRAMS 900099 871871 871871 6434940 229520 229520 RELEASE OF RESERVES 900099 746265 746265 MISCELLANEOUS 900099 15990 15990 TIME DISCOUNTS FOR ANNUAL AR 900099 5600 5600 767855 60762526 5814637 620303 997375 X 28893387 28893387 50000 50000 1139658 863405 74306 201947 12971460 9881439 831144 2258877 835575 633032 54479 148064 1343094 1017527 87570 237997 972432 736714 63403 172315 85501 19665 61031 4805 146934 33795 104881 8258 12551 12551 663507 314203 162965 186339 195012 136508 58504 697893 463847 25131 208915 525339 390008 25209 110122 2622686 1986947 170999 464740 291009 204893 6541 79575 283530 66535 5726 211269 212257 160806 13839 37612 188516 142820 12291 33405 MISSION & PROGRAM EXPEN 3389986 2667701 65 722220 FOOD SERVICE EXPENSE 467712 237606 1101 229005 OTHER 253223 174228 14994 64001 UBI TAX 152617 115622 9951 27044 118620 89867 7734 21019 56512499 49280555 1733360 5498584 8426545 6859028 18123346 25719949 2328168 1402862 4370 4370 534130 486130 537 179738 332374 9172634 9616870 1714789 2219889 40483720 46642009 5334866 5612325 27763 172440 241592 691412 5000000 5000000 925133 2700489 11529354 14176666 X -11981448 -12429998 40935814 44895341 28954366 32465343 40483720 46642009 X 4250027 -21000 -718050 X 0 1 X 1 0 X 56026375 51261927 39270834 45068226 53330211 244957573 56026375 51261927 39270834 45068226 53330211 244957573 26457316 218500257 398286 355624 253649 198121 229520 1435200 177494 223072 287833 328709 256576 1273684 103838 396306 566587 767855 1834586 249501043 27138985 0.87570 0.90230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 103,838. 2020 AMOUNT: $ 396,306. 2021 AMOUNT: $ 566,587. 2022 AMOUNT: $ 767,855. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141067000 5309000 5953000 8057000 144272000 162610000 13389000 -25023000 9909000 141067000 114379000 19770000 40943000 12482000 162610000 112205000 10763000 3048000 11637000 114379000 120210000 7826000 2634000 18465000 112205000 0.42319 0.57681 0.00000 0 1 1 0 ISRAEL BONDS 6456548 F TRENDLINES 31111 F REAL ESTATE FUND 2741469 F SPLIT INTEREST AGREEMENT 387742 F 9616870 DEFERRED COMP LIABILITY 658337 CONTINGENCY RESERVE 2042152 2700489 X 60247000 -21000 -494526 -515526 60762526 0 60762526 56737000 718501 718501 56018499 494000 494000 56512499 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. MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 100000 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES COORDINATING MISSIONS 761479 0 0 0 0 0 0 861479 0 861479 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART 1, LINE 3, COLUMN E AS 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. 1 70 FACES MEDIA 520 EIGHTH AVENUE FLOOR 4 NEW YORK NY 10018 130887610 501(C)(3) 17640 0 N/A N/A GENERAL SUPPORT AMERICAN FRIENDS OF LATET HUMANITARIAN AID INC 57 WINGATE STREET STE 204 HAVERHILL MA 01832 472069028 501(C)(3) 30000 0 N/A N/A GENERAL SUPPORT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 EAST 42ND STREET SUITE 400 NEW YORK NY 10017 131656634 501(C)(3) 275825 0 N/A N/A GENERAL SUPPORT BAIS HAMEDRASH AND MESIVTA 6823 OLD PIMLICO ROAD BALTIMORE MD 21209 521980774 501(C)(3) 158651 0 N/A N/A GENERAL SUPPORT BAIS YAAKOV SCHOOL FOR GIRLS 6302 SMITH AVENUE BALTIMORE MD 21209 520613700 501(C)(3) 696866 0 N/A N/A GENERAL SUPPORT BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY 8000 YORK ROAD TOWSON MD 21252 520939453 501(C)(3) 337658 0 N/A N/A GENERAL SUPPORT BALTIMORE JEWISH COUNCIL 5750 PARK HEIGHTS AVENUE SUITE 329 BALTIMORE MD 21215 521912836 501(C)(3) 953804 0 N/A N/A GENERAL SUPPORT BEN & ESTHER ROSENBLOOM HILLEL CENTER - FOR JEWISH LIFE AT UNIVERSITY OF MA BEN ESTHER ROSENBLOOM HILLEL CENTER FOR JEWISH LIFE AT UNIV OF MD COLLEGE PARK MD 20740 530179971 501(C)(3) 679463 0 N/A N/A GENERAL SUPPORT BETH TFILOH COMMUNITY SCHOOL 3300 OLD COURT ROAD BALTIMORE MD 21208 521837996 501(C)(3) 538693 0 N/A N/A GENERAL SUPPORT BNAI BRITH YOUTH ORGANIZATION 2020 K STREET NW 7TH FLOOR WASHINGTON DC 20006 912139926 501(C)(3) 53000 0 N/A N/A GENERAL SUPPORT BNOS YISROEL 6300 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522231272 501(C)(3) 256707 0 N/A N/A GENERAL SUPPORT CHAI 5809 PARK HEIGHTS AVENUE BALTIMORE MD 21215 237097000 501(C)(3) 903560 0 N/A N/A GENERAL SUPPORT CHEDER CHABAD OF BALTIMORE 5713 PARK HEIGHTS AVENUE BALTIMORE MD 21215 263435681 501(C)(3) 115633 0 N/A N/A GENERAL SUPPORT DISTANT COUSINS LLC 356 S LAPEER DRIVE BEVERLY HILLS CA 90211 472246984 501(C)(3) 7500 0 N/A N/A GENERAL SUPPORT EDWARD A MYERBERG SR CTR 3101 FALLSTAFF ROAD BALTIMORE MD 21209 521047511 501(C)(3) 269214 0 N/A N/A GENERAL SUPPORT HEBREW FREE LOAN ASSN 5752 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520633396 501(C)(3) 20724 0 N/A N/A GENERAL SUPPORT ISRAEL CONNECT INC 750 MELBOURNE ST PITTSBURGH PA 15217 831267863 501(C)(3) 9500 0 N/A N/A GENERAL SUPPORT ISRAEL LACROSSE ASSOCIATION 1501 BROADWAY 21ST FLOOR NEW YORK NY 10036 453857764 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT JEWELS SCHOOL INC 5713-B PARK HEIGHTS AVE BALTIMORE MD 21215 460528711 501(C)(3) 22293 0 N/A N/A GENERAL SUPPORT JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 131760102 501(C)(3) 261461 0 N/A N/A GENERAL SUPPORT JEWISH CEMETERY ASSOCIATION 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522178573 501(C)(13) 27970 0 N/A N/A GENERAL SUPPORT JEWISH COMMUNITY CENTER 3506 GWYNNBROOK AVENUE OWINGS MILLS MD 21117 520619002 501(C)(3) 5687015 0 N/A N/A GENERAL SUPPORT JEWISH COMMUNITY SERVICES 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520607909 501(C)(3) 5954291 0 N/A N/A GENERAL SUPPORT JEWISH FED OF HOWARD COUNTY 10630 LITTLE PATUXENT PARKWAY STE 400 COLUMIBA MD 21044 237072654 501(C)(3) 33652 0 N/A N/A GENERAL SUPPORT JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 5327668 0 N/A N/A GENERAL SUPPORT JEWISH MUSEUM OF MARYLAND 15 LLOYD STREET BALTIMORE MD 21202 526034761 501(C)(3) 1168616 0 N/A N/A GENERAL SUPPORT JPRO NETWORK 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624105 501(C)(3) 5004 0 N/A N/A GENERAL SUPPORT KRIEGER SCHECTER DAY SCHOOL 8100 STEVENSON ROAD BALTIMORE MD 21208 520591562 501(C)(3) 236206 0 N/A N/A GENERAL SUPPORT MARYLAND ISRAEL DEVELOPMENT CENTER 401 E PRATT STREET 7TH FLOOR BALTIMORE MD 21202 521777737 501(C)(3) 124892 0 N/A N/A GENERAL SUPPORT MEALS ON WHEELS OF CENTRAL MD 63 SHIPPING PL FL 207 DUNDALK MD 21222 526074723 501(C)(3) 120000 0 N/A N/A GENERAL SUPPORT MESIVTA KESSER TORAH OF BALTIMORE 8400 PARK HEIGHTS AVENUE PIKESVILLE MD 21208 814569627 501(C)(3) 53723 0 N/A N/A GENERAL SUPPORT MOISHE HOUSE 5802 MONROE ROAD CHARLOTTE NC 28212 262599786 501(C)(3) 62500 0 N/A N/A GENERAL SUPPORT NER ISRAEL 400 MOUNT WILSON LANE PIKESVILLE MD 21208 520660881 501(C)(3) 348902 0 N/A N/A GENERAL SUPPORT OHR CHADASH ACADEMY OF BALTIMORE 7310 PARK HEIGHTS AVE PIKESVILLE MD 21208 452187170 501(C)(3) 94970 0 N/A N/A GENERAL SUPPORT ONE TABLE 228 PARK AVENUE SOUTH SUITE 77191 NEW YORK NY 10003 464715368 501(C)(3) 24996 0 N/A N/A GENERAL SUPPORT OPENDOR MEDIA 11110 W OAKLAND PARK BLVD 288 SUNRISE FL 33351 261264680 501(C)(3) 25000 0 N/A N/A GENERAL SUPPORT OR HANER INC 400 MT WILSON LANE BALTIMORE MD 21208 522243222 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT PEARLSTONE CONFERENCE AND RETREAT CENTER 5425 MT GILEAD ROAD REISTERSTOWN MD 21136 432080719 501(C)(3) 1991626 0 N/A N/A GENERAL SUPPORT PEF ISRAEL ENDOWMENT FUND 630 3RD AVE RM 1501 NEW YORK NY 10017 136134086 501(C)(3) 17505 0 N/A N/A GENERAL SUPPORT SULAM 13300 ARCTIC AVENUE ROCKVILLE MD 20853 522105076 501(C)(3) 17713 0 N/A N/A GENERAL SUPPORT TALMUDICAL ACADEMY 4445 OLD COURT ROAD BALTIMORE MD 21208 560591676 501(C)(3) 289810 0 N/A N/A GENERAL SUPPORT THE BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVENUE NEW YORK NY 10017 134092050 501(C)(3) 55000 0 N/A N/A GENERAL SUPPORT TORAH INSTITUTE OF BALTIMORE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 237304990 501(C)(3) 300413 0 N/A N/A GENERAL SUPPORT TORAS SIMCHA 110 SUDBROOK LANE PIKESVILLE MD 21208 811685764 501(C)(3) 57764 0 N/A N/A GENERAL SUPPORT ZAMIR CHORAL FOUNDATION 475 RIVERSIDE DRIVE SUITE 1948 NEW YORK NY 10115 136217087 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT 45 1 FELLOWSHIP 9 18300 PART I, LINE 2: LAY 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. X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 MARC TERRILL PRESIDENT 761364 0 75000 0 5317 0 11529 0 19211 0 872421 0 0 0 MARK SMOLARZ EXEC. VICE PRESIDENT, OPS 245949 0 0 0 0 0 9863 0 16452 0 272264 0 0 0 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 253852 0 0 0 0 0 10045 0 1075 0 264972 0 0 0 MICHAEL DYE VICE PRESIDENT 208310 0 10000 0 0 0 9126 0 19211 0 246647 0 0 0 LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER 197832 0 0 0 0 0 7850 0 990 0 206672 0 0 0 CAROLE TAYLOR SENIOR VP OF TECHNOLOGY AN 176378 0 0 0 0 0 7063 0 10629 0 194070 0 0 0 CONNIE STERN VICE PRESIDENT, FINANCE 155692 0 0 0 0 0 6699 0 19024 0 181415 0 0 0 DARRELL FRIEDMAN FORMER OFFICER 0 0 0 0 161579 0 0 0 0 0 161579 0 0 0 PART I, LINE 1A THE 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 4B MARC 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. LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM X 4370 4370 0 0 1 4370 X 105 1365651 STOCK MARKET VALUE 0 1 0 PART I, LINE 33: 105 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. FORM 990, PART VI, SECTION A, LINE 6 ANY 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 7A THE 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 7B THE 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 11B THE 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 12C OFFICERS, 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 15 THE 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 19 THE 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 IX THE 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. ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC 101 W MT ROYAL AVE BALTIMORE MD 21201 526024192 HOLDING TITLE & INVESTING AJCFB ASSETS MD 501(C)(3) LINE 7 THE ASSOCIATED JCFB 1 HARRY WEINBERG FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521541188 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 461468312 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 KOLKER-SAXON-HALLOCK FAMILY FOUNDATION 101 W MT ROYAL AVE BALTIMORE MD 21201 521636273 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 ZANVYL AND ISABELLE KRIEGER FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521126684 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 PEARLSTONE FAMILY FUND 101 W MT ROYAL AVE BALTIMORE MD 21201 521249913 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 HOFFBERGER FAMILY FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521167596 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 GOLDSMITH FOUNDATION 101 W MT ROYAL AVE BALTIMORE MD 21201 521306094 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 RICHMAN FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521899221 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 DUPKIN JEWISH CHARITY AND WELFARE FUND 101 W MT ROYAL AVE BALTIMORE MD 21201 521163411 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 GERSON G AND SANDY F EISENBERG FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521726080 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JUDI AND STEVEN B FADER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 223920799 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JOSEPH AND ANNETTE COOPER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522206655 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 MACADOO FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 463952974 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 LIBMAN FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 208572565 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 NATHAN AND LILLIAN WEINBERG FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521867912 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 KESHER FUND OF COHEN-FRUCHTMAN-KRIEGER FAMILY INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311478499 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 MARTIN S HIMELES SR FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521489357 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 DAVID AND REGINA WEINBERG FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311615045 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JOAN G & JOSEPH KLEIN JR FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311555845 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 BANCROFT FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311644387 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 FUND FOR CHANGE INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311662222 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 ZIMMERMAN FUND FOR CHILDREN INC 101 W MT ROYAL AVE BALTIMORE MD 21201 562523091 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 THE FLORENCE AND CHARLES HOFFBERGER CHARITABLE FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521801455 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 WILLIAM AND IRENE WEINBERG FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521857755 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 LYN STACIE GETZ FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 203486477 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 LINDA AND G ARNOLD KAUFMAN FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522204089 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 FELDMAN FAMILY FUND 101 W MT ROYAL AVE BALTIMORE MD 21201 521489355 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 MARVIN SCHAPIRO FAMILY FOUNDATION 101 W MT ROYAL AVE BALTIMORE MD 21201 521489357 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JEWISH DAY SCHOOL FOUNDATION OF GREATER BALTIMORE INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521879606 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 BRENDA BROWN LIPITZ REVER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311555883 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 BAVAR FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522230085 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522205658 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 HERBERT J & PHYLLIS M SIEGEL CHARITABLE FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 261943873 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 LUSKIN FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 465753796 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 STEVEN & LINDA HURWITZ FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 813750702 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JILL FOX MEMORIAL FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521167942 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 WOLASKY FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 820956858 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 SWIRNOW CHARITABLE FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521680035 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 KR FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522209669 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 NEUBERGER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 271040796 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 SHOLK-KAPLAN FAMILY FOUNDTION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 453915659 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 VOLOSOV FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 474050322 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ASSOCIATED JEWISH CHARITIES OF BALTIMORE C 19034015 CASH VALUE