2025-05-15T10:26:01-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP INTERNATIONAL PL 22ND FLOOR BOSTON MA 02110 990 2023-07-01 520607957 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC ASSO 4107274828 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 SAMUEL KLEIN CHIEF FINANCIAL OFFICER 4107274828 2025-05-15 1 0 LAURA J KENNEY P00202198 6177170831 2025-05-14 2023 2025-03-06 01:10:19Z X SAMUEL KLEIN 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 54051204 0 X WWW.ASSOCIATED.ORG X 1950 MD TO PRESERVE AND ENHANCE JEWISH LIFE. 34 32 232 6500 626027 283981 53330211 46723116 6434940 6147788 229520 368104 767855 812196 60762526 54051204 28943387 28968299 0 0 17262219 18223901 12551 17430 5422691 10294342 11471638 56512499 58681268 4250027 -4630064 46642009 45752876 14176666 18666720 32465343 27086156 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 35794113 26746987 3144447 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. 10435462 50000 1055376 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 PROFESSIONAL DEVELOPMENT, ASSISTANCE TO CHILDREN WITH LEARNING DIFFERENCES AND PREVENTION OF DOMESTIC, SEXUAL AND ELDER ABUSE AND ASSISTANCE TO SUCH VICTIMS. 3917035 849374 626027 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. 1283675 1321938 1321938 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. 1283675 1321938 1321938 51430285 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 252 0 1 232 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 34 32 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X SAMUEL KLEIN CHEIF FINANCIAL OFFICER 4107274828 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 MARC TERRILL PRESIDENT 36.00 4.00 X X 843795 0 194135 ANDREW CUSHNIR PRESIDENT AND CEO FROM 4/24 36.00 4.00 X X 0 0 0 YEHUDA NEUBERGER CHAIR OF THE BOARD 4.00 1.50 X X 0 0 0 BRUCE S HOFFBERGER CHAIR ELECT; COMMUNITY PLANNING 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 ASSOC 1.50 0.00 X 0 0 0 JOSH FIDLER AJC PRESIDENT 3.00 4.00 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 SANDI MOFFET DIRECTOR AT LARGE 1.50 4.00 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 JEFFREY ROSEN DIRECTOR AT LARGE 1.50 1.50 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 260640 0 34121 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 10.00 30.00 X 247832 0 11879 MICHAEL DYE VICE PRESIDENT 9.00 31.00 X 203921 0 39301 LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 217910 0 9661 CAROLE TAYLOR SVP OF TECHNOLOGY AND OPERATIONS 40.00 0.00 X 175331 0 9342 CONNIE STERN VICE PRESIDENT, FINANCE 40.00 0.00 X 157703 0 33143 DARRELL FRIEDMAN FORMER OFFICER 0.00 0.00 X 173051 0 0 2280183 0 331582 30 1 1 0 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 19182 AUDIT AND TAX SERVICES 452478 DEFENDER ONE SECURITY 310 CHAMBORLEY DRIVE REISTERSTOWN MD 21136 ARMED SECURITY SERVICES 416533 PERRY STANDFIELD 1023 SILVER MAPLE CIRCLE SEVEN VALLEYS PA 17360 SECURITY SERVICES 285510 KENNETH DICKSTEIN 9006 TARR DRIVE NEW WINDSOR MD 21776 SECURITY SERVICES 226422 CERIDIAN PO BOX 772830 CHICAGO IL 60677 PAYROLL PROCESSING 153557 10 100000 18899766 3993851 23729499 1419623 46723116 ENDOWMENT MANAGEMENT SERVICES 900099 3660465 3034438 626027 INFRASTRUCTURE SERVICES 900099 1753325 1753325 OPERATING PROGRAMS 900099 733998 733998 6147788 368104 368104 PENSION RESERVE 900099 683151 683151 CONTINGENCY RESERVE 900099 94045 94045 MISCELLANEOUS 900099 35000 35000 812196 54051204 5521761 626027 1180300 X 28963309 28963309 4990 4990 1929702 1461942 125817 341943 13399685 10200434 832457 2366794 518266 394380 32321 91565 1304029 992186 81207 230636 1072219 815744 67014 189461 47169 10849 33669 2651 166363 166363 17430 17430 703098 308083 191442 203573 266248 186374 79874 739009 550347 6329 182333 754395 704029 50366 3032242 3030454 467 1321 209549 112979 8659 87911 414276 83846 6153 324277 314873 239555 19680 55638 204812 204812 MISSION & PROGRAM EXPEN 2758740 1933384 158828 666528 TRANSITION COSTS 631365 480343 39460 111562 OTHER 539021 398617 32747 107657 FOOD SERVICE EXPENSE 482764 191273 13827 277664 207714 162355 11852 33507 58681268 51430285 1828292 5422691 6859028 7005528 25719949 19640975 1402862 5194035 4370 486130 615984 537 332374 395216 9616870 10990342 2219889 1910796 46642009 45752876 5612325 10246548 172440 20146 691412 1029147 5000000 5216720 2700489 2154159 14176666 18666720 X -12429998 -11765813 44895341 38851969 32465343 27086156 46642009 45752876 X -4630064 -49408 -699715 X 0 1 X 1 0 X 51261927 39270834 45068226 53330211 46723116 235654314 51261927 39270834 45068226 53330211 46723116 235654314 23973016 211681298 355624 253649 198121 229520 368104 1405018 223072 287833 328709 236318 283981 1359913 103838 396306 566587 767855 812196 2646782 241066027 27621105 0.87810 0.87570 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. 2023 AMOUNT: $ 812,196. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144272000 13076000 13799000 17990000 153157000 141067000 5309000 5953000 8057000 144272000 162610000 13389000 -25023000 9909000 141067000 114379000 19770000 40943000 12482000 162610000 112205000 10763000 3048000 11637000 114379000 0.39860 0.60140 0.00000 0 1 1 0 ISRAEL BONDS 7266020 F TRENDLINES 33291 F REAL ESTATE FUND 2689881 F SPLIT INTEREST AGREEMENT 387742 F ASSET RELATED TO RETIREMENT ANNUITY 613408 F 10990342 DEFERRED COMP LIABILITY 259 CONTINGENCY RESERVE 2036446 DUE TO RELATED PARTY 117454 2154159 X 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. X X X X X X X 1 SIEGEL MARKETING GROUP INC 1845 N FARWELL AVE 300 MILWAUKEE WI 53202 TELE-MARKETING 0 22768 17430 5338 22768 17430 5338 AL CA CO CT FL GA IL MA MD MI NC NH NJ NY OH OR PA SC TN VA WA WI 1 JEWISH COMMUNITY SERVICES 3506 GWYNNBROOK AVENUE OWINGS MILLS MD 21117 520607909 501(C)(3) 6150798 0 N/A N/A GENERAL SUPPORT JEWISH COMMUNITY CENTER 3506 GWYNNBROOK AVENUE OWINGS MILLS MD 21117 520619002 501(C)(3) 5764746 0 N/A N/A GENERAL SUPPORT JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 131760102 501(C)(3) 2318355 0 N/A N/A GENERAL SUPPORT JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 1793317 0 N/A N/A GENERAL SUPPORT PEARLSTONE CONFERENCE AND RETREAT CENTER 5425 MT GILEAD ROAD REISTERSTOWN MD 21136 432080719 501(C)(3) 1734998 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) 1397970 0 N/A N/A GENERAL SUPPORT JEWISH MUSEUM OF MARYLAND 15 LLOYD STREET BALTIMORE MD 21202 526034761 501(C)(3) 1162267 0 N/A N/A GENERAL SUPPORT BALTIMORE JEWISH COUNCIL 5750 PARK HEIGHTS AVENUE SUITE 329 BALTIMORE MD 21215 521912836 501(C)(3) 1073003 0 N/A N/A GENERAL SUPPORT BAIS YAAKOV SCHOOL FOR GIRLS 6302 SMITH AVENUE BALTIMORE MD 21209 520613700 501(C)(3) 918996 0 N/A N/A GENERAL SUPPORT CHAI 5809 PARK HEIGHTS AVENUE BALTIMORE MD 21215 237097000 501(C)(3) 873703 0 N/A N/A GENERAL SUPPORT TALMUDICAL ACADEMY 4445 OLD COURT ROAD BALTIMORE MD 21208 560591676 501(C)(3) 459422 0 N/A N/A GENERAL SUPPORT EDWARD A MYERBERG SENIOR CENTER 3101 FALLSTAFF ROAD BALTIMORE MD 21209 521047511 501(C)(3) 405076 0 N/A N/A GENERAL SUPPORT BEN & ESTHER ROSENBLOOM HILLEL CENTER - FOR JEWISH LIFE AT UNIVERSITY OF MA 7612 MOWATT LANE COLLEGE PARK MD 20740 530179971 501(C)(3) 376717 0 N/A N/A GENERAL SUPPORT TORAH INSTITUTE OF BALTIMORE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 237304990 501(C)(3) 373667 0 N/A N/A GENERAL SUPPORT BETH TFILOH COMMUNITY SCHOOL 3300 OLD COURT RD BALTIMORE MD 21208 521837996 501(C)(3) 373392 0 N/A N/A GENERAL SUPPORT NER ISRAEL 400 MOUNT WILSON LANE PIKESVILLE MD 21208 520660881 501(C)(3) 369956 0 N/A N/A GENERAL SUPPORT BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY 8000 YORK ROAD TOWSON MD 21252 520939453 501(C)(3) 317052 0 N/A N/A GENERAL SUPPORT BNOS YISROEL 6300 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522231272 501(C)(3) 278266 0 N/A N/A GENERAL SUPPORT THE BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVENUE NEW YORK NY 10017 134092050 501(C)(3) 200000 0 N/A N/A GENERAL SUPPORT KRIEGER SCHECTER DAY SCHOOL 8100 STEVENSON ROAD BALTIMORE MD 21208 520591562 501(C)(3) 166375 0 N/A N/A GENERAL SUPPORT CHEDER CHABAD OF BALTIMORE 5713 PARK HEIGHTS AVENUE BALTIMORE MD 21215 263435681 501(C)(13) 142926 0 N/A N/A GENERAL SUPPORT OHR CHADASH ACADEMY OF BALTIMORE 7310 PARK HEIGHTS AVE PIKESVILLE MD 21208 452187170 501(C)(3) 126487 0 N/A N/A GENERAL SUPPORT MEALS ON WHEELS OF CENTRAL MARYLAND 63 SHIPPING PL FL 207 DUNDALK MD 21222 526074723 501(C)(3) 120000 0 N/A N/A GENERAL SUPPORT MARYLAND ISRAEL DEVELOPMENT CENTER 401 E PRATT STREET 7TH FLOOR BALTIMORE MD 21202 521777737 501(C)(3) 119677 0 N/A N/A GENERAL SUPPORT BAIS HAMEDRASH AND MESIVTA OF BALTIMORE 6823 OLD PIMLICO ROAD BALTIMORE MD 21209 521980774 501(C)(3) 64656 0 N/A N/A GENERAL SUPPORT TORAS SIMCHA 110 SUDBROOK LANE PIKESVILLE MD 21208 811685764 501(C)(3) 63149 0 N/A N/A GENERAL SUPPORT BNAI BRITH YOUTH ORGANIZATION 529 14TH STREET NW SUITE 705 WASHINGTON DC 20045 311794932 501(C)(3) 53000 0 N/A N/A GENERAL SUPPORT MOISHE HOUSE 5802 MONROE ROAD CHARLOTTE NC 28212 262599786 501(C)(3) 50000 0 N/A N/A GENERAL SUPPORT MESIVTA KESSER TORAH OF BALTIMORE 8400 PARK HEIGHTS AVENUE PIKESVILLE MD 21208 814569627 501(C)(3) 43707 0 N/A N/A GENERAL SUPPORT JEWISH FEDERATION OF HOWARD COUNTY SUITE 400 CENTURY PLAZA 1000 10630 LITTLE PATUXENT PARKWAY COLUMIBA MD 21044 237072654 501(C)(3) 34639 0 N/A N/A GENERAL SUPPORT HILLEL NATIONAL 800 8TH STREET NW WASHINGTON DC 20001 521844823 501(C)(3) 30000 0 N/A N/A GENERAL SUPPORT OPENDOR MEDIA 11110 W OAKLAND PARK BLVD STE 288 SUNRISE FL 33351 261264680 501(C)(3) 26000 0 N/A N/A GENERAL SUPPORT JEWELS SCHOOL INC 31 WALKER AVENUE BALTIMORE MD 21208 460528711 501(C)(3) 25000 0 N/A N/A GENERAL SUPPORT ONE TABLE 228 PARK AVENUE SOUTH STE 77191 NEW YORK NY 10003 474715368 501(C)(3) 25000 0 N/A N/A GENERAL SUPPORT PEF ISRAEL ENDOWMENT FUND 630 3RD AVE RM 1501 NEW YORK NY 10017 136134086 501(C)(3) 22505 0 N/A N/A GENERAL SUPPORT CAMP AIRY AND LOUISE 5750 PARK HEIGHTS AVENUE SUITE 306 BALTIMORE MD 21215 520563083 501(C)(3) 21500 0 N/A N/A GENERAL SUPPORT ISRAEL LACROSSE ASSOCIATION 1501 BROADWAY 21ST FLOOR NEW YORK NY 10036 453857764 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT JEWISH CEMETERY ASSOCIATION 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522178573 501(C)(13) 17785 0 N/A N/A GENERAL SUPPORT ROSOV CONSULTING INC 2095 ROSE STREET SUITE 101 BERKELEY CA 94709 262872468 OTHER 16819 0 N/A N/A GENERAL SUPPORT 70 FACES MEDIA 520 EIGHTH AVENUE FLOOR 4 NEW YORK NY 10018 130887610 501(C)(3) 16000 0 N/A N/A GENERAL SUPPORT JEWISH COUNCIL FOR PUBLIC AFFAIRS 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624104 501(C)(3) 14488 0 N/A N/A GENERAL SUPPORT CAMP SHORESH INC 3723 OLD COURT ROAD SUITE 206 BALTIMORE MD 21208 521664097 501(C)(3) 11250 0 N/A N/A GENERAL SUPPORT HEBREW FREE LOAN ASSOCIATION 5752 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520633396 501(C)(3) 10470 0 N/A N/A GENERAL SUPPORT AMERICAN FRIENDS OF LATET HUMANITARIAN AID INC 57 WINGATE STE STE 204 HAVERHILL MA 01832 472069028 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT OR HANER INC 400 MT WILSON LANE BALTIMORE MD 21208 522243222 501(C)(3) 10000 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 REPAIR THE WORLD BALTIMORE 322 W 52ND STREET PO BOX 2015 NEW YORK NY 10101 364524686 501(C)(3) 10000 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 MELAMED & HOFFMAN CONSULTING LTD 7009 WALLIS AVENUE BALTIMORE MD 21215 821296526 OTHER 6000 0 N/A N/A GENERAL SUPPORT 46 4 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 X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 MARC TERRILL PRESIDENT 732733 0 75000 0 36062 0 163200 0 30935 0 1037930 0 0 0 MARK SMOLARZ EXEC. VICE PRESIDENT, OPS 260640 0 0 0 0 0 10381 0 23740 0 294761 0 0 0 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 247832 0 0 0 0 0 9781 0 2098 0 259711 0 0 0 MICHAEL DYE VICE PRESIDENT 203921 0 0 0 0 0 8708 0 30593 0 243222 0 0 0 LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER 217910 0 0 0 0 0 8650 0 1011 0 227571 0 0 0 CONNIE STERN VICE PRESIDENT, FINANCE 157703 0 0 0 0 0 6762 0 26381 0 190846 0 0 0 CAROLE TAYLOR SVP OF TECHNOLOGY AND OPERATIONS 175331 0 0 0 0 0 7020 0 2322 0 184673 0 0 0 DARRELL FRIEDMAN FORMER OFFICER 0 0 0 0 173051 0 0 0 0 0 173051 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 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 4B MARC 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 7 THE BONUS AWARDED TO MARC TERRILL IN FY24 WAS PER HIS CONTRACT. X 114 1419623 STOCK MARKET VALUE 0 0 1 0 PART I, COLUMN (B): 114 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. 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. THERE IS CONTEMPORANEOUS DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE OFFICER COMPENSATION. 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: $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. ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 526024192 EXEMPT ORGANIZATION MD 501(C)(3) LINE 7 THE ASSOCIATED JCFB 1 HARRY WEINBERG FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521541188 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 461468312 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 KOLKER-SAXON-HALLOCK FAMILY FOUNDATION 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521636273 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 ZANVYL AND ISABELLE KRIEGER FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521126684 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 PEARLSTONE FAMILY FUND 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521249913 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 HOFFBERGER FAMILY FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521167596 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 GOLDSMITH FOUNDATION 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521306094 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 RICHMAN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521899221 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 DUPKIN JEWISH CHARITY AND WELFARE FUND 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521163411 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 GERSON G AND SANDY F EISENBERG FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521726080 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JUDI AND STEVEN B FADER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 223920799 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JOSEPH AND ANNETTE COOPER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522206655 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 MACADOO FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 463952974 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 THE LIBMAN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 208572565 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 NATHAN AND LILLIAN WEINBERG FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521867912 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 KESHER FUND OF COHEN-FRUCHTMAN-KRIEGER FAMILY INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311478499 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 MARTIN S HIMELES SR FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521489357 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 DAVID AND REGINA WEINBERG FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311615045 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JOAN G & JOSEPH KLEIN JR FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311555845 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 BANCROFT FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311644387 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 FUND FOR CHANGE INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311662222 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 ZIMMERMAN FUND FOR CHILDREN INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 562523091 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 THE FLORENCE AND CHARLES HOFFBERGER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521801455 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 WILLIAM AND IRENE WEINBERG FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521857755 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 LYN STACIE GETZ FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 203486477 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 LINDA AND G ARNOLD KAUFMAN FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522204089 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 FELDMAN FAMILY FUND 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521489355 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 MARVIN SCHAPIRO FAMILY FOUNDATION 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521489357 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JEWISH DAY SCHOOL FOUNDATION OF GREATER BALTIMORE INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521879606 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 BRENDA BROWN LIPITZ REVER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 311555883 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 BAVAR FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522230085 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522205658 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 HERBERT J & PHYLLIS M SIEGEL CHARITABLE FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 261943873 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 LUSKIN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 465753796 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 STEVEN & LINDA HURWITZ FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 813750702 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 JILL FOX MEMORIAL FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521167942 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 WOLASKY FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 820956858 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 SWIRNOW CHARITABLE FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521680035 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 KR FUND INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522209669 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 NEUBERGER FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 271040796 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 SHOLK-KAPLAN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 453915659 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 VOLOSOV FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 474050322 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 BUNNY AND ALAN BERNSTEIN FAMILY FOUNDATION INC 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 862048098 CHARITABLE SUPPORT MD 501(C)(3) 12A, I THE ASSOCIATED JCFB 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ASSOCIATED JEWISH CHARITIES OF BALTIMORE C 18899766 CASH VALUE