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ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC (EIN 52-0607957)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202521359349305067
Schema version
2023v6.0
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)
Return2025-05-15T10:26:01-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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 Line15700 PARK HEIGHTS AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL KLEINPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone4107274828PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J KENNEYPreparerPersonNm
PTINP00202198PTIN
Phone6177170831PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerSAMUEL KLEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15700 PARK HEIGHTS AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$54,051,204GrossReceiptsAmt
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 Body34VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee232TotalEmployeeCnt
Total Volunteers6500TotalVolunteersCnt
Total Gross UBI$626,027TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$283,981NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$53,330,211PYContributionsGrantsAmt
CY Contributions Grants$46,723,116CYContributionsGrantsAmt
PY Program Service Revenue$6,434,940PYProgramServiceRevenueAmt
CY Program Service Revenue$6,147,788CYProgramServiceRevenueAmt
PY Investment Income$229,520PYInvestmentIncomeAmt
CY Investment Income$368,104CYInvestmentIncomeAmt
PY Other Revenue$767,855PYOtherRevenueAmt
CY Other Revenue$812,196CYOtherRevenueAmt
PY Total Revenue$60,762,526PYTotalRevenueAmt
CY Total Revenue$54,051,204CYTotalRevenueAmt
PY Grants And Similar Paid$28,943,387PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,968,299CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$17,262,219PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$18,223,901CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$12,551PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$17,430CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,422,691CYTotalFundraisingExpenseAmt
PY Other Expenses$10,294,342PYOtherExpensesAmt
CY Other Expenses$11,471,638CYOtherExpensesAmt
PY Total Expenses$56,512,499PYTotalExpensesAmt
CY Total Expenses$58,681,268CYTotalExpensesAmt
PY Revenues Less Expenses$4,250,027PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,630,064CYRevenuesLessExpensesAmt
Total Assets BOY$46,642,009TotalAssetsBOYAmt
Total Assets EOY$45,752,876TotalAssetsEOYAmt
Total Liabilities BOY$14,176,666TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,666,720TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,465,343NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,086,156NetAssetsOrFundBalancesEOYAmt
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$35,794,113ExpenseAmt
Grant$26,746,987GrantAmt
Revenue$3,144,447RevenueAmt
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$10,435,462ExpenseAmt
Grant$50,000GrantAmt
Revenue$1,055,376RevenueAmt
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 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$3,917,035ExpenseAmt
Grant$849,374GrantAmt
Revenue$626,027RevenueAmt
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)
Expense$1,283,675ExpenseAmt
Grant$1,321,938GrantAmt
Revenue$1,321,938RevenueAmt
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 Other Prog Srvc Expense$1,283,675TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,321,938TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,321,938TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$51,430,285TotalProgramServiceExpensesAmt
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 Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
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 Outstanding0LoanOutstandingInd
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 EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document252IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee232EmployeeCnt
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 Members34GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
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 Line1SAMUEL KLEIN CHEIF FINANCIAL OFFICERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107274828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15700 PARK HEIGHTS AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21215ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 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)$843,795$0$194,135
ANDREW CUSHNIR
PRESIDENT AND CEO FROM 4/2436.004.00Yes (X)Yes (X)$0$0$0
YEHUDA NEUBERGER
CHAIR OF THE BOARD4.001.50Yes (X)Yes (X)$0$0$0
BRUCE S HOFFBERGER
CHAIR ELECT; COMMUNITY PLANNING3.001.50Yes (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 ASSOC1.500.00Yes (X)$0$0$0
JOSH FIDLER
AJC PRESIDENT3.004.00Yes (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
SANDI MOFFET
DIRECTOR AT LARGE1.504.00Yes (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
JEFFREY ROSEN
DIRECTOR AT LARGE1.501.50Yes (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)$260,640$0$34,121
MICHAEL FRIEDMAN
SENIOR VICE PRESIDENT10.0030.00$247,832$0$11,879Yes (X)
MICHAEL DYE
VICE PRESIDENT9.0031.00$203,921$0$39,301Yes (X)
LESLIE POMERANTZ
CHIEF DEVELOPMENT OFFICER40.000.00$217,910$0$9,661Yes (X)
CAROLE TAYLOR
SVP OF TECHNOLOGY AND OPERATIONS40.000.00$175,331$0$9,342Yes (X)
CONNIE STERN
VICE PRESIDENT, FINANCE40.000.00$157,703$0$33,143Yes (X)
DARRELL FRIEDMAN
FORMER OFFICER0.000.00$173,051$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,280,183TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$331,582TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K30IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmt
CLIFTONLARSONALLEN LLP
PO BOX 829709PHILADELPHIAPA19182AUDIT AND TAX SERVICES$452,478
DEFENDER ONE SECURITY
310 CHAMBORLEY DRIVEREISTERSTOWNMD21136ARMED SECURITY SERVICES$416,533
PERRY STANDFIELD
1023 SILVER MAPLE CIRCLESEVEN VALLEYSPA17360SECURITY SERVICES$285,510
KENNETH DICKSTEIN
9006 TARR DRIVENEW WINDSORMD21776SECURITY SERVICES$226,422
CERIDIAN
PO BOX 772830CHICAGOIL60677PAYROLL PROCESSING$153,557
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Federated Campaigns$100,000FederatedCampaignsAmt
Related Organizations$18,899,766RelatedOrganizationsAmt
Government Grants$3,993,851GovernmentGrantsAmt
All Other Contributions$23,729,499AllOtherContributionsAmt
Noncash Contributions$1,419,623NoncashContributionsAmt
Total Contributions$46,723,116TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ENDOWMENT MANAGEMENT SERVICES900099$3,660,465$3,034,438$626,027
INFRASTRUCTURE SERVICES900099$1,753,325$1,753,325
OPERATING PROGRAMS900099$733,998$733,998
FieldValueIRS element (for citing)
Total Program Service Revenue$6,147,788TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$368,104TotalRevenueColumnAmt
Exclusion$368,104ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
PENSION RESERVE900099$683,151$683,151
CONTINGENCY RESERVE900099$94,045$94,045
MISCELLANEOUS900099$35,000$35,000
FieldValueIRS element (for citing)
Other Revenue Total$812,196OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,051,204TotalRevenueColumnAmt
Related Or Exempt Func Income$5,521,761RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$626,027UnrelatedBusinessRevenueAmt
Exclusion$1,180,300ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$28,963,309TotalAmt
Program Services$28,963,309ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,990TotalAmt
Program Services$4,990ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,929,702TotalAmt
Program Services$1,461,942ProgramServicesAmt
Management And General$125,817ManagementAndGeneralAmt
Fundraising$341,943FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,399,685TotalAmt
Program Services$10,200,434ProgramServicesAmt
Management And General$832,457ManagementAndGeneralAmt
Fundraising$2,366,794FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$518,266TotalAmt
Program Services$394,380ProgramServicesAmt
Management And General$32,321ManagementAndGeneralAmt
Fundraising$91,565FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,304,029TotalAmt
Program Services$992,186ProgramServicesAmt
Management And General$81,207ManagementAndGeneralAmt
Fundraising$230,636FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,072,219TotalAmt
Program Services$815,744ProgramServicesAmt
Management And General$67,014ManagementAndGeneralAmt
Fundraising$189,461FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$47,169TotalAmt
Program Services$10,849ProgramServicesAmt
Management And General$33,669ManagementAndGeneralAmt
Fundraising$2,651FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$166,363TotalAmt
Management And General$166,363ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$17,430TotalAmt
Fundraising$17,430FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$703,098TotalAmt
Program Services$308,083ProgramServicesAmt
Management And General$191,442ManagementAndGeneralAmt
Fundraising$203,573FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$266,248TotalAmt
Program Services$186,374ProgramServicesAmt
Fundraising$79,874FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$739,009TotalAmt
Program Services$550,347ProgramServicesAmt
Management And General$6,329ManagementAndGeneralAmt
Fundraising$182,333FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$754,395TotalAmt
Program Services$704,029ProgramServicesAmt
Fundraising$50,366FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,032,242TotalAmt
Program Services$3,030,454ProgramServicesAmt
Management And General$467ManagementAndGeneralAmt
Fundraising$1,321FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$209,549TotalAmt
Program Services$112,979ProgramServicesAmt
Management And General$8,659ManagementAndGeneralAmt
Fundraising$87,911FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$414,276TotalAmt
Program Services$83,846ProgramServicesAmt
Management And General$6,153ManagementAndGeneralAmt
Fundraising$324,277FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$314,873TotalAmt
Program Services$239,555ProgramServicesAmt
Management And General$19,680ManagementAndGeneralAmt
Fundraising$55,638FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$204,812TotalAmt
Program Services$204,812ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISSION & PROGRAM EXPEN$2,758,740$1,933,384$158,828$666,528
TRANSITION COSTS$631,365$480,343$39,460$111,562
OTHER$539,021$398,617$32,747$107,657
FOOD SERVICE EXPENSE$482,764$191,273$13,827$277,664

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$207,714TotalAmt
Program Services$162,355ProgramServicesAmt
Management And General$11,852ManagementAndGeneralAmt
Fundraising$33,507FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$58,681,268TotalAmt
Program Services$51,430,285ProgramServicesAmt
Management And General$1,828,292ManagementAndGeneralAmt
Fundraising$5,422,691FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,859,028BOYAmt
EOY$7,005,528EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,719,949BOYAmt
EOY$19,640,975EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,402,862BOYAmt
EOY$5,194,035EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$486,130BOYAmt
EOY$615,984EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$537BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$332,374BOYAmt
EOY$395,216EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,616,870BOYAmt
EOY$10,990,342EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,219,889BOYAmt
EOY$1,910,796EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,642,009BOYAmt
EOY$45,752,876EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,612,325BOYAmt
EOY$10,246,548EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$172,440BOYAmt
EOY$20,146EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$691,412BOYAmt
EOY$1,029,147EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$5,000,000BOYAmt
EOY$5,216,720EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,700,489BOYAmt
EOY$2,154,159EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,176,666BOYAmt
EOY$18,666,720EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$12,429,998BOYAmt
EOY-$11,765,813EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$44,895,341BOYAmt
EOY$38,851,969EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,465,343BOYAmt
EOY$27,086,156EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,642,009BOYAmt
EOY$45,752,876EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,630,064ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$49,408NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$699,715OtherChangesInNetAssetsAmt
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$51,261,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,270,834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,068,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,330,211CurrentTaxYearMinus1YearAmt
Current Tax Year$46,723,116CurrentTaxYearAmt
Total$235,654,314TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,261,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,270,834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,068,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,330,211CurrentTaxYearMinus1YearAmt
Current Tax Year$46,723,116CurrentTaxYearAmt
Total$235,654,314TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$23,973,016SubstantialContributorsTotAmt
Public Support Total170$211,681,298PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$355,624CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$253,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$198,121CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$229,520CurrentTaxYearMinus1YearAmt
Current Tax Year$368,104CurrentTaxYearAmt
Total$1,405,018TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223,072CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$287,833CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$328,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$236,318CurrentTaxYearMinus1YearAmt
Current Tax Year$283,981CurrentTaxYearAmt
Total$1,359,913TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$103,838CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$396,306CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$566,587CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$767,855CurrentTaxYearMinus1YearAmt
Current Tax Year$812,196CurrentTaxYearAmt
Total$2,646,782TotalAmt
FieldValueIRS element (for citing)
Total Support$241,066,027TotalSupportAmt
Gross Receipts Rltd Activities$27,621,105GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87810PublicSupportCY170Pct
Public Support PY1700.87570PublicSupportPY170Pct
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. 2023 AMOUNT: $ 812,196.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$144,272,000BeginningYearBalanceAmt
Contributions$13,076,000ContributionsAmt
Investment Earnings Or Losses$13,799,000InvestmentEarningsOrLossesAmt
Other Expenditures$17,990,000OtherExpendituresAmt
End Year Balance$153,157,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.39860BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.60140PrmnntEndowmentBalanceEOYPct
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 (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ISRAEL BONDS$7,266,020F
TRENDLINES$33,291F
REAL ESTATE FUND$2,689,881F
SPLIT INTEREST AGREEMENT$387,742F
ASSET RELATED TO RETIREMENT ANNUITY$613,408F
FieldValueIRS element (for citing)
Total Book Value Securities$10,990,342TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMP LIABILITY$259
CONTINGENCY RESERVE$2,036,446
DUE TO RELATED PARTY$117,454
FieldValueIRS element (for citing)
Total Liability$2,154,159TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 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 ASSOCIATED'S 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 2021.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SIEGEL MARKETING GROUP INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11845 N FARWELL AVE 300AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
ActivityTELE-MARKETINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$22,768GrossReceiptsAmt
Retained By Contractor$17,430RetainedByContractorAmt
Net To Organization$5,338NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$22,768TotalGrossReceiptsAmt
Total Retained By Contractors$17,430TotalRetainedByContractorsAmt
Total Net To Organization$5,338TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (49 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
JEWISH COMMUNITY SERVICES
3506 GWYNNBROOK AVENUEOWINGS MILLSMD21117520607909501(C)(3)$6,150,798$0N/AN/AGENERAL SUPPORT
JEWISH COMMUNITY CENTER
3506 GWYNNBROOK AVENUEOWINGS MILLSMD21117520619002501(C)(3)$5,764,746$0N/AN/AGENERAL SUPPORT
JEWISH AGENCY FOR ISRAEL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017131760102501(C)(3)$2,318,355$0N/AN/AGENERAL SUPPORT
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C)(3)$1,793,317$0N/AN/AGENERAL SUPPORT
PEARLSTONE CONFERENCE AND RETREAT CENTER
5425 MT GILEAD ROADREISTERSTOWNMD21136432080719501(C)(3)$1,734,998$0N/AN/AGENERAL SUPPORT
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREET SUITE 400NEW YORKNY10017131656634501(C)(3)$1,397,970$0N/AN/AGENERAL SUPPORT
JEWISH MUSEUM OF MARYLAND
15 LLOYD STREETBALTIMOREMD21202526034761501(C)(3)$1,162,267$0N/AN/AGENERAL SUPPORT
BALTIMORE JEWISH COUNCIL
5750 PARK HEIGHTS AVENUE SUITE 329BALTIMOREMD21215521912836501(C)(3)$1,073,003$0N/AN/AGENERAL SUPPORT
BAIS YAAKOV SCHOOL FOR GIRLS
6302 SMITH AVENUEBALTIMOREMD21209520613700501(C)(3)$918,996$0N/AN/AGENERAL SUPPORT
CHAI
5809 PARK HEIGHTS AVENUEBALTIMOREMD21215237097000501(C)(3)$873,703$0N/AN/AGENERAL SUPPORT
TALMUDICAL ACADEMY
4445 OLD COURT ROADBALTIMOREMD21208560591676501(C)(3)$459,422$0N/AN/AGENERAL SUPPORT
EDWARD A MYERBERG SENIOR CENTER
3101 FALLSTAFF ROADBALTIMOREMD21209521047511501(C)(3)$405,076$0N/AN/AGENERAL SUPPORT
BEN & ESTHER ROSENBLOOM HILLEL CENTER - FOR JEWISH LIFE AT UNIVERSITY OF MA
7612 MOWATT LANECOLLEGE PARKMD20740530179971501(C)(3)$376,717$0N/AN/AGENERAL SUPPORT
TORAH INSTITUTE OF BALTIMORE
35 ROSEWOOD LANEOWINGS MILLSMD21117237304990501(C)(3)$373,667$0N/AN/AGENERAL SUPPORT
BETH TFILOH COMMUNITY SCHOOL
3300 OLD COURT RDBALTIMOREMD21208521837996501(C)(3)$373,392$0N/AN/AGENERAL SUPPORT
NER ISRAEL
400 MOUNT WILSON LANEPIKESVILLEMD21208520660881501(C)(3)$369,956$0N/AN/AGENERAL SUPPORT
BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY
8000 YORK ROADTOWSONMD21252520939453501(C)(3)$317,052$0N/AN/AGENERAL SUPPORT
BNOS YISROEL
6300 PARK HEIGHTS AVENUEBALTIMOREMD21215522231272501(C)(3)$278,266$0N/AN/AGENERAL SUPPORT
THE BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVENUENEW YORKNY10017134092050501(C)(3)$200,000$0N/AN/AGENERAL SUPPORT
KRIEGER SCHECTER DAY SCHOOL
8100 STEVENSON ROADBALTIMOREMD21208520591562501(C)(3)$166,375$0N/AN/AGENERAL SUPPORT
CHEDER CHABAD OF BALTIMORE
5713 PARK HEIGHTS AVENUEBALTIMOREMD21215263435681501(C)(13)$142,926$0N/AN/AGENERAL SUPPORT
OHR CHADASH ACADEMY OF BALTIMORE
7310 PARK HEIGHTS AVEPIKESVILLEMD21208452187170501(C)(3)$126,487$0N/AN/AGENERAL SUPPORT
MEALS ON WHEELS OF CENTRAL MARYLAND
63 SHIPPING PL FL 207DUNDALKMD21222526074723501(C)(3)$120,000$0N/AN/AGENERAL SUPPORT
MARYLAND ISRAEL DEVELOPMENT CENTER
401 E PRATT STREET 7TH FLOORBALTIMOREMD21202521777737501(C)(3)$119,677$0N/AN/AGENERAL SUPPORT
BAIS HAMEDRASH AND MESIVTA OF BALTIMORE
6823 OLD PIMLICO ROADBALTIMOREMD21209521980774501(C)(3)$64,656$0N/AN/AGENERAL SUPPORT
TORAS SIMCHA
110 SUDBROOK LANEPIKESVILLEMD21208811685764501(C)(3)$63,149$0N/AN/AGENERAL SUPPORT
BNAI BRITH YOUTH ORGANIZATION
529 14TH STREET NW SUITE 705WASHINGTONDC20045311794932501(C)(3)$53,000$0N/AN/AGENERAL SUPPORT
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212262599786501(C)(3)$50,000$0N/AN/AGENERAL SUPPORT
MESIVTA KESSER TORAH OF BALTIMORE
8400 PARK HEIGHTS AVENUEPIKESVILLEMD21208814569627501(C)(3)$43,707$0N/AN/AGENERAL SUPPORT
JEWISH FEDERATION OF HOWARD COUNTY
SUITE 400 CENTURY PLAZA 1000 10630COLUMIBAMD21044237072654501(C)(3)$34,639$0N/AN/AGENERAL SUPPORTLITTLE PATUXENT PARKWAY
HILLEL NATIONAL
800 8TH STREET NWWASHINGTONDC20001521844823501(C)(3)$30,000$0N/AN/AGENERAL SUPPORT
OPENDOR MEDIA
11110 W OAKLAND PARK BLVD STE 288SUNRISEFL33351261264680501(C)(3)$26,000$0N/AN/AGENERAL SUPPORT
JEWELS SCHOOL INC
31 WALKER AVENUEBALTIMOREMD21208460528711501(C)(3)$25,000$0N/AN/AGENERAL SUPPORT
ONE TABLE
228 PARK AVENUE SOUTH STE 77191NEW YORKNY10003474715368501(C)(3)$25,000$0N/AN/AGENERAL SUPPORT
PEF ISRAEL ENDOWMENT FUND
630 3RD AVE RM 1501NEW YORKNY10017136134086501(C)(3)$22,505$0N/AN/AGENERAL SUPPORT
CAMP AIRY AND LOUISE
5750 PARK HEIGHTS AVENUE SUITE 306BALTIMOREMD21215520563083501(C)(3)$21,500$0N/AN/AGENERAL SUPPORT
ISRAEL LACROSSE ASSOCIATION
1501 BROADWAY 21ST FLOORNEW YORKNY10036453857764501(C)(3)$20,000$0N/AN/AGENERAL SUPPORT
JEWISH CEMETERY ASSOCIATION
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522178573501(C)(13)$17,785$0N/AN/AGENERAL SUPPORT
ROSOV CONSULTING INC
2095 ROSE STREET SUITE 101BERKELEYCA94709262872468OTHER$16,819$0N/AN/AGENERAL SUPPORT
70 FACES MEDIA
520 EIGHTH AVENUE FLOOR 4NEW YORKNY10018130887610501(C)(3)$16,000$0N/AN/AGENERAL SUPPORT
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004131624104501(C)(3)$14,488$0N/AN/AGENERAL SUPPORT
CAMP SHORESH INC
3723 OLD COURT ROAD SUITE 206BALTIMOREMD21208521664097501(C)(3)$11,250$0N/AN/AGENERAL SUPPORT
HEBREW FREE LOAN ASSOCIATION
5752 PARK HEIGHTS AVENUEBALTIMOREMD21215520633396501(C)(3)$10,470$0N/AN/AGENERAL SUPPORT
AMERICAN FRIENDS OF LATET HUMANITARIAN AID INC
57 WINGATE STE STE 204HAVERHILLMA01832472069028501(C)(3)$10,000$0N/AN/AGENERAL SUPPORT
OR HANER INC
400 MT WILSON LANEBALTIMOREMD21208522243222501(C)(3)$10,000$0N/AN/AGENERAL SUPPORT
ZAMIR CHORAL FOUNDATION
475 RIVERSIDE DRIVE SUITE 1948NEW YORKNY10115136217087501(C)(3)$10,000$0N/AN/AGENERAL SUPPORT
REPAIR THE WORLD BALTIMORE
322 W 52ND STREET PO BOX 2015NEW YORKNY10101364524686501(C)(3)$10,000$0N/AN/AGENERAL SUPPORT
ISRAEL CONNECT INC
750 MELBOURNE STPITTSBURGHPA15217831267863501(C)(3)$9,500$0N/AN/AGENERAL SUPPORT
MELAMED & HOFFMAN CONSULTING LTD
7009 WALLIS AVENUEBALTIMOREMD21215821296526OTHER$6,000$0N/AN/AGENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

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)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
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 Payments0AnyNonFixedPaymentsInd
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$732,733$0$75,000$0$36,062$0$163,200$0$30,935$0$1,037,930$0$0$0
MARK SMOLARZ
EXEC. VICE PRESIDENT, OPS$260,640$0$0$0$0$0$10,381$0$23,740$0$294,761$0$0$0
MICHAEL FRIEDMAN
SENIOR VICE PRESIDENT$247,832$0$0$0$0$0$9,781$0$2,098$0$259,711$0$0$0
MICHAEL DYE
VICE PRESIDENT$203,921$0$0$0$0$0$8,708$0$30,593$0$243,222$0$0$0
LESLIE POMERANTZ
CHIEF DEVELOPMENT OFFICER$217,910$0$0$0$0$0$8,650$0$1,011$0$227,571$0$0$0
CONNIE STERN
VICE PRESIDENT, FINANCE$157,703$0$0$0$0$0$6,762$0$26,381$0$190,846$0$0$0
CAROLE TAYLOR
SVP OF TECHNOLOGY AND OPERATIONS$175,331$0$0$0$0$0$7,020$0$2,322$0$184,673$0$0$0
DARRELL FRIEDMAN
FORMER OFFICER$0$0$0$0$173,051$0$0$0$0$0$173,051$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 2023 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. THE PRESIDENT ALSO RECEIVED A TAX GROSS-UP PAYMENT THAT IS INCLUDED IN HIS TAXABLE INCOME.
PART I, LINE 4BMARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WAS A $150,000 CONTRIBUTION MADE TO 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 $173,051 IN DEFERRED COMPENSATION IN TAX YEAR 2023.
PART I, LINE 7THE BONUS AWARDED TO MARC TERRILL IN FY24 WAS PER HIS CONTRACT.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution114ContributionCnt
Noncash Contributions Rpt F990$1,419,623NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
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, COLUMN (B):FormAndLineReferenceDesc
Explanation114 SHARES OF PUBLICLY TRADED SECURITIES WITH A FAIR MARKET VALUE OF $1,419,623 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. THERE IS CONTEMPORANEOUS DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE OFFICER COMPENSATION.
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: $51,430,285 TOTAL EXPENSE: $58,681,268 PROGRAM SERVICE %: 87.64% AJC PROGRAM EXPENSE: $57,541,973 TOTAL EXPENSE: $60,014,549 PROGRAM SERVICE %: 95.88% TOTAL PROGRAM EXPENSE: $108,972,258 TOTAL EXPENSE: $118,695,817 PROGRAM SERVICE %: 91.81%
FORM 990, PART XI, LINE 9:UNCOLLECTED CONTRIBUTIONS EXPENSE -701,045. FINANCIAL STATEMENT ROUNDING 1,330.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 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
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215526024192EXEMPT ORGANIZATIONMD501(C)(3)LINE 7THE ASSOCIATED JCFBYes (1)
HARRY WEINBERG FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521541188CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215461468312CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
KOLKER-SAXON-HALLOCK FAMILY FOUNDATION
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521636273CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
ZANVYL AND ISABELLE KRIEGER FUND INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521126684CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
PEARLSTONE FAMILY FUND
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521249913CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
HOFFBERGER FAMILY FUND INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521167596CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
GOLDSMITH FOUNDATION
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521306094CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
RICHMAN FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521899221CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
DUPKIN JEWISH CHARITY AND WELFARE FUND
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521163411CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
GERSON G AND SANDY F EISENBERG FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521726080CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JUDI AND STEVEN B FADER FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215223920799CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JOSEPH AND ANNETTE COOPER FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215522206655CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
MACADOO FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215463952974CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
THE LIBMAN FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215208572565CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
NATHAN AND LILLIAN WEINBERG FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521867912CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
KESHER FUND OF COHEN-FRUCHTMAN-KRIEGER FAMILY INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215311478499CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
MARTIN S HIMELES SR FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521489357CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
DAVID AND REGINA WEINBERG FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215311615045CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JOAN G & JOSEPH KLEIN JR FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215311555845CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
BANCROFT FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215311644387CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
FUND FOR CHANGE INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215311662222CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
ZIMMERMAN FUND FOR CHILDREN INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215562523091CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
THE FLORENCE AND CHARLES HOFFBERGER FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521801455CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
WILLIAM AND IRENE WEINBERG FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521857755CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
LYN STACIE GETZ FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215203486477CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
LINDA AND G ARNOLD KAUFMAN FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215522204089CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
FELDMAN FAMILY FUND
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521489355CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
MARVIN SCHAPIRO FAMILY FOUNDATION
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521489357CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JEWISH DAY SCHOOL FOUNDATION OF GREATER BALTIMORE INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521879606CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
BRENDA BROWN LIPITZ REVER FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215311555883CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
BAVAR FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215522230085CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215522205658CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
HERBERT J & PHYLLIS M SIEGEL CHARITABLE FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215261943873CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
LUSKIN FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215465753796CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
STEVEN & LINDA HURWITZ FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215813750702CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
JILL FOX MEMORIAL FUND INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521167942CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
WOLASKY FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215820956858CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
SWIRNOW CHARITABLE FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215521680035CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
KR FUND INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215522209669CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
NEUBERGER FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215271040796CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
SHOLK-KAPLAN FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215453915659CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
VOLOSOV FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215474050322CHARITABLE SUPPORTMD501(C)(3)12A, ITHE ASSOCIATED JCFBYes (1)
BUNNY AND ALAN BERNSTEIN FAMILY FOUNDATION INC
5700 PARK HEIGHTS AVENUEBALTIMOREMD21215862048098CHARITABLE 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 Org0GiftGrntOrCapContriToOthOrgInd
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$18,899,766InvolvedAmt
Method Of Amount DeterminationCASH VALUEMethodOfAmountDeterminationTxt