2022-11-14T16:49:31-06:00 2021-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2021-01-01 134092050 BIRTHRIGHT ISRAEL FOUNDATION BIRT 2124570036 711 THIRD AVENUE 10TH FL NEW YORK NY 10017 S DAVID SHAPIRO CFO 2124570036 2022-11-14 1 S DAVID SHAPIRO XXX-XX-XXXX SCOTT THOMPSETT P00741490 2125990100 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ISRAEL TAPOOHI 711 THIRD AVENUE 10TH FL NEW YORK NY 10017 49344070 0 X BIRTHRIGHTISRAEL.FOUNDATION X 1999 NY THE FOUNDATION RAISES FUNDS TO SUPPORT EDUCATIONAL TRIPS TO ISRAEL FOR YOUNG ADULTS. 23 23 52 0 0 0 62471811 44403830 0 0 70062 114305 0 9647 62541873 44527782 22766365 15656125 0 0 9419560 9225177 596309 574307 10588921 4691282 8342518 37473516 33798127 25068357 10729655 86786716 97221190 2040551 2158847 84746165 95062343 X SEE SCHEDULE O 0 0 15656125 15656125 0 BIRTHRIGHT ISRAEL SEEKS TO ENSURE THAT EVERY ELIGIBLE YOUNG JEWISH ADULT AROUND THE WORLD, ESPECIALLY THE LESS CONNECTED, IS GIVEN THE OPPORTUNITY TO VISIT ISRAEL ON THIS EDUCATIONAL JOURNEY. BIRTHRIGHT ISRAEL FOUNDATION RAISES FUNDS IN THE UNITED STATES TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES YOUNG JEWISH ADULTS FROM THE AGES OF 18 TO 32 THE GIFT OF AN EXTRAORDINARY EDUCATIONAL TRIP TO ISRAEL. 306167 0 0 BIRTHRIGHT ISRAEL FOUNDATION HAS DEVELOPED A ROBUST ELECTRONIC MARKETPLACE (SMARTPHONE APP) TO CONNECT TENS OF THOUSANDS OF BIRTHRIGHT ISRAEL ALUMNI IN THE UNITED STATES WITH THE VAST ARRAY OF ORGANIZATIONS, PROJECTS, AND RESOURCES THAT CAN PROVIDE THEM WITH THE OPPORTUNITIES TO FURTHER EXPLORE THEIR CONNECTION TO ISRAEL AND THEIR JEWISH IDENTITY ONCE THEY RETURN HOME FROM ISRAEL. 15962292 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA IL KS KY ME MD MA MI MN MO NH NJ NM NY NC ND OH OR PA RI SC TN VA WA WV WI X X S DAVID SHAPIRO 2124570046 711 THIRD AVENUE 10TH FL NEW YORK NY 10017 SARA ARONSON DIRECTOR 2.00 0.00 X 0 0 0 LAURIE BLITZER DIRECTOR 2.00 0.00 X 0 0 0 MARK CHARENDOFF DIRECTOR 2.00 0.00 X 0 0 0 ROBERT A CLARFELD DIRECTOR 2.00 0.00 X 0 0 0 LAWRENCE J COHEN DIRECTOR 2.00 0.00 X 0 0 0 PHILIP DE TOLEDO TREASURER 2.00 0.00 X X 0 0 0 DAVID ENGEL EX OFFICIO DIR. (NON-VOTING) 2.00 0.00 X 0 0 0 SHAWN EVENHAIM DIRECTOR 2.00 0.00 X 0 0 0 RACHEL GERROL DIRECTOR 2.00 0.00 X 0 0 0 JOEL GREENBERG DIRECTOR 2.00 0.00 X 0 0 0 MARJORIE HONICKMAN DIRECTOR 2.00 0.00 X 0 0 0 JOHN HOOVER DIRECTOR 2.00 0.00 X 0 0 0 LORI KOMISAR DIRECTOR 2.00 0.00 X 0 0 0 HARRY KRAKOWSKI DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL A LEVEN DIRECTOR (THRU 12/31/2021) 2.00 0.00 X 0 0 0 JUDITH A LEVY DIRECTOR 2.00 0.00 X 0 0 0 MARLENE POST DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL RASHES DIRECTOR 2.00 0.00 X 0 0 0 J PHILIP ROSEN VICE CHAIR 3.00 0.00 X X 0 0 0 AVERY ROSIN DIRECTOR (AS OF 01/01/2021) 2.00 0.00 X 0 0 0 DOUGLAS M ROSS CABINET CHAIR 2.00 0.00 X X 0 0 0 WENDY GOULD SHENFELD DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN M SIDEROW VICE CHAIR (THRU 12/31/2021) 3.00 0.00 X X 0 0 0 THOMAS D STERN CHAIR 3.00 0.00 X X 0 0 0 BARRY SWIDLER DIRECTOR 2.00 0.00 X 0 0 0 JANE F WILF DIRECTOR 2.00 0.00 X 0 0 0 ISRAEL TAPOOHI PRESIDENT/CEO 40.00 0.00 X 681702 0 62219 JESSICA FELDAN CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 349774 0 62801 S DAVID SHAPIRO CHIEF FINANCIAL OFFICER 40.00 0.00 X 332491 0 49987 PAMELA FERTEL-WEINSTEIN V.P. OF MKTG & COMMUNICATI 40.00 0.00 X 196317 0 52073 ZHE YANG V.P. OF INFORMATION TECHNO 40.00 0.00 X 226386 0 13413 DIANE ROMIROWSKY VICE PRESIDENT, PRINCIPAL 40.00 0.00 X 259507 0 44019 ALLYSON GREENBAUM VICE PRESIDENT, CENTRAL RE 40.00 0.00 X 233978 0 59308 CAROLE-ANN LEVINE VICE PRESIDENT, SOUTHEAST 40.00 0.00 X 243299 0 43752 MARGOT ETTLINGER VICE PRESIDENT, NE REGION 40.00 0.00 X 219309 0 38011 ARTHUR PAIKOWSKY VICE PRESIDENT, WESTERN RE 40.00 0.00 X 211469 0 40700 2954232 0 466283 27 0 1 0 SOUTHWEST PUBLISHING AND MAILING CORP 4000 SE ADAMS ST TOPEKA KS 66609 DIRECT MAIL MARKETING 569470 THOMPSON HABIB & DENISON INC 55 OLD BEDFORD ROAD SUITE 201 LINCOLN MA 01773 MARKETING 541531 GOOGLE INC 1600 AMPHITHEATRE PKWY MOUNTAIN VIEW CA 94043 DIRECT MAIL MARKETING 195045 SALESFORCECOM INC PO BOX 203141 DALLAS TX 75320 CRM SERVICES 187840 HUDSON FERRIS INC 167 MADISON AVENUE NEW YORK NY 10016 CONSULTING 180000 8 13440978 30962852 4600824 44403830 133895 133895 298637 298637 0 0 4498061 4517651 -19590 -19590 -19590 MISCELLANEOUS INCOME 900099 9647 9647 9647 44527782 0 0 123952 15656125 15656125 2170160 53278 616739 1500143 5624685 138088 1598483 3888114 291532 7157 82851 201524 706239 17338 200707 488194 432561 10619 122929 299013 40513 17413 23100 86760 86760 574307 574307 2160127 242449 1917678 46752 8336 38416 153523 47546 105977 451499 24293 134994 292212 1077793 47041 433155 597597 167009 59273 107736 327128 39079 288049 211452 5379 66629 139444 116907 2974 36838 77095 BAD DEBTS 3030009 3030009 BANK CHARGES 250647 250559 88 DUES AND SUBSCRIPTIONS 95638 92500 3138 COMMUNICATIONS 69591 59484 10107 57170 20181 36989 33798127 15962292 7246914 10588921 49557552 65750698 32957016 23404853 33145 21870 758369 519449 2144645 945159 1399884 1199486 1997537 6262559 64290 48090 18923 14185 86786716 97221190 832016 1032831 1208535 1126016 2040551 2158847 X 48607326 67607594 36138839 27454749 84746165 95062343 86786716 97221190 X 10729655 586523 -1000000 X 0 1 X 1 0 X 96834324 120960117 98603747 62471811 44403830 423273829 96834324 120960117 98603747 62471811 44403830 423273829 144073143 279200686 74225 278890 359260 99179 133895 945449 167000 9647 176647 424395925 0.65790 0.62750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 9,647. GROSS INCOME FROM FUNDRAISING - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 167,000. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1700984 3238208 632929 22904 5549217 1313455 200000 201992 14463 1700984 861383 200000 262438 10366 1313455 861383 861383 0.66730 0.33270 0 0 1086380 247970 838410 437122 383418 53704 621143 313771 307372 1199486 OBLIGATIONS TO ANNUITANTS 548216 DEFERRED RENT 577800 1126016 X 44114305 586523 -1000000 -413477 44527782 0 44527782 33798127 0 33798127 0 33798127 PART V, LINE 4: THE FOUNDATION MAINTAINS SEVERAL DONOR-RESTRICTED FUNDS THE PURPOSES OF WHICH ARE TO PROVIDE SUPPORT PRINCIPALLY FOR TRIP ENHANCEMENTS AND ANCILLARY PROGRAMS. IN CLASSIFYING SUCH FUNDS FOR FINANCIAL STATEMENT PURPOSES AS EITHER NET ASSETS WITH DONOR RESTRICTIONS OR NET ASSETS WITHOUT DONOR RESTRICTIONS, THE BOARD OF DIRECTORS LOOKS TO THE EXPLICIT DIRECTION OF THE RESPECTIVE DONOR AND PROVISIONS OF APPLICABLE NEW YORK STATE LAW. PART X, LINE 2: FIN 48 THE FOUNDATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RESCINDED GRANT (CHANGE IN DONOR INTENT) (SEE SCHEDULE O) -1,000,000. 1 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 15656125 0 0 0 0 0 0 15656125 0 15656125 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EDUCATION 15656125 WIRE 0 1 0 0 0 0 0 0 PART I, LINE 2: THE BIRTHRIGHT ISRAEL FOUNDATION IS THE FUNDRAISING ARM OF TAGLIT-BIRTHRIGHT ISRAEL (BRI INTERNATIONAL). THE FOUNDATION'S PRIMARY EXEMPT MISSION IS TO PROVIDE SUPPORT TO THIS NON-U.S. ORGANIZATION; ACCORDINGLY, THE MAJORITY OF ITS GRANTMAKING ACTIVITIES ARE CONDUCTED OVERSEAS. THE FOUNDATION RECEIVES THE APPROVED BUDGET, PERIODIC MONTHLY REPORTS ON THE USE OF FUNDS, AS WELL AS THE AUDITED FINANCIAL STATEMENTS FROM TAGLIT-BIRTHRIGHT ISRAEL (BRI INTERNATIONAL). THE FOUNDATION'S CHIEF FINANCIAL OFFICER AND INDEPENDENT AUDITOR MEET PERIODICALLY WITH TAGLIT-BIRTHRIGHT ISRAEL STAFF AND THEIR INDEPENDENT AUDITOR TO INQUIRE ABOUT THE USE OF FUNDS AS WELL AS INTERNAL CONTROLS. PART III ACCOUNTING METHOD: X X X X 1 THOMPSON HABIB & DENISON 55 OLD BEDFORD RD LINCOLN MA 01773 FUNDRAISING 0 4085549 574307 3511242 4085549 574307 3511242 AL AK AZ AR CA CO CT FL GA IL KS KY ME MD MA MI MN MO NH NJ NM NC ND OH OR PA RI SC TN VA WA WV WI X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ISRAEL TAPOOHI PRESIDENT/CEO 597702 0 0 0 84000 0 14500 0 47719 0 743921 0 0 0 JESSICA FELDAN CHIEF DEVELOPMENT OFFICER 349774 0 0 0 0 0 14500 0 48301 0 412575 0 0 0 S DAVID SHAPIRO CHIEF FINANCIAL OFFICER 332491 0 0 0 0 0 14500 0 35487 0 382478 0 0 0 DIANE ROMIROWSKY VICE PRESIDENT, PRINCIPAL 259507 0 0 0 0 0 13059 0 30960 0 303526 0 0 0 ALLYSON GREENBAUM VICE PRESIDENT, CENTRAL RE 233978 0 0 0 0 0 12209 0 47099 0 293286 0 0 0 CAROLE-ANN LEVINE VICE PRESIDENT, SOUTHEAST 243299 0 0 0 0 0 12209 0 31543 0 287051 0 0 0 MARGOT ETTLINGER VICE PRESIDENT, NE REGION 219309 0 0 0 0 0 11184 0 26827 0 257320 0 0 0 ARTHUR PAIKOWSKY VICE PRESIDENT, WESTERN RE 211469 0 0 0 0 0 10665 0 30035 0 252169 0 0 0 PAMELA FERTEL-WEINSTEIN V.P. OF MKTG & COMMUNICATI 196317 0 0 0 0 0 10309 0 41764 0 248390 0 0 0 ZHE YANG V.P. OF INFORMATION TECHNO 223886 0 0 0 2500 0 11284 0 2129 0 239799 0 0 0 PART I, LINE 1A IN CALENDAR YEAR, BIRTHRIGHT ISRAEL FOUNDATION PROVIDED A HOUSING ALLOWANCE TO THE PRESIDENT, ISRAEL TAPOOHI; THE VALUE OF THAT HOUSING BENEFIT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, THE FOUNDATION PROVIDED A SPOUSAL TRAVEL BENEFIT TO THE PRESIDENT. X 44 4597024 FAIR MARKET VALUE X ISRAELI BONDS 1 3800 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: TO THE EXTENT THAT THE FOUNDATION RECEIVED CONTRIBUTIONS OF SECURITIES, IT USES ITS INVESTMENT BROKER TO LIQUIDATE THOSE ASSETS INTO CASH FOR USE BY THE FOUNDATION IN SUPPORT OF ITS CHARITABLE MISSION. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: BIRTHRIGHT ISRAEL SEEKS TO ENSURE THAT EVERY ELIGIBLE YOUNG JEWISH ADULT AROUND THE WORLD, ESPECIALLY THE LESS CONNECTED, IS GIVEN THE OPPORTUNITY TO VISIT ISRAEL ON THIS EDUCATIONAL JOURNEY. BIRTHRIGHT ISRAEL FOUNDATION RAISES FUNDS IN THE UNITED STATES TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES YOUNG JEWISH ADULTS THE GIFT OF AN EXTRAORDINARY EDUCATIONAL TRIP TO ISRAEL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF DIRECTORS FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE OF THE ORGANIZATION IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE ORGANIZATION. THE ORGANIZATION MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE C-SUITE IS REVIEWED ANNUALLY BY THE INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO RELIED UPON EXTERNAL 3RD PARTY COMPARABLE MARKET DATA IN ASSESSING THE APPROPRIATENESS OF THE TOTAL COMPENSATION TO BE PROVIDED TO THE INCUMBENT. COMPENSATION DECISIONS AND REPORTS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE MEETING AT THE TIME THE DECISIONS ARE MADE. THE FOUNDATION LAST CONDUCTED AN INDEPENDENT EXECUTIVE COMPENSATION SURVEY IN FEBRUARY 2020 AND WILL MEET AGAIN MARCH 2022. FOR ALL OTHER INDIVIDUALS REPORTED ON THE FORM 990, COMPENSATION DECISIONS ARE REVIEWED INTERNALLY BY THE FOUNDATION'S OFFICERS AND APPROVED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990 AVAILABLE BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S 990, FINANCIAL STATEMENTS, RECORD RETENTION AND DESTRUCTION POLICY ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: RESCINDED GRANT (CHANGE IN DONOR INTENT) -1,000,000. IN 2018, A DONOR MADE A $5 MILLION COMMITMENT TO THE FOUNDATION TO BE PAID OVER FIVE YEARS. DURING 2021, THE FOUNDATION WAS INFORMED THAT A $1 MILLION COMMITMENT RECORDED AS A RECEIVEABLE IN A PRIOR YEAR WAS PAID DIRECTLY TO BIRTHRIGHT ISRAEL INTERNATIONAL. AS A RESULT, THIS $1 MILLION CONTRIBUTION RECEIVABLE HAS BEEN REMOVED FROM RECEIVABLES AND RECORDED AS CHANGE IN DONOR INTENT ON THE STATEMENT OF ACTIVITIES.