2021-11-08T15:20:50-06:00 2020-12-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2020-01-01 440545913 JEWISH FEDERATION OF GREATER KANSAS CITY JEWI 9133278100 5801 WEST 115TH STREET NO 201 OVERLAND PARK KS 66211 DR HELENE LOTMAN PRESIDENT & CEO 9133278100 2021-11-05 1 DR HELENE LOTMAN 999009999 MATTHEW C HALL P01573021 8164721122 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR HELENE LOTMAN 5801 W 115TH ST STE 201 OVERLAND PARK KS 66211 9778454 0 X JEWISHKANSASCITY.ORG X 1933 KS THE JEWISH FEDERATION OF GREATER KANSAS CITY'S MISSION IS TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD. 25 25 23 150 22930 0 5411163 8418560 158139 31480 1468622 -1582771 42523 76910 7080447 6944179 6395065 4436834 0 0 1758326 1811057 0 0 690850 1049852 760414 9203243 7008305 -2122796 -64126 28387564 33290589 2862671 3337782 25524893 29952807 X THE JEWISH FEDERATION OF GREATER KANSAS CITY'S MISSION IS TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD. TO ACHIEVE OUR MISSION WE WORK WITH THE KANSAS CITY COMMUNITY TO RAISE FUNDS FOR PROGRAMS IN FIVE CATEGORIES - SAFETY NET SERVICES, YOUTH AND FAMILY SERVICES, SENIOR ADULT SERVICES, JEWISH IDENTITY & EDUCATION AND ISRAEL & OVERSEAS. 0 0 4436834 4436834 0 GRANTS TO IRS APPROVED CHARITIES 1087194 0 84196 LEADERSHIP DEVELOPMENT AND OTHER ENGAGEMENT PROGRAMS WHICH BENEFIT THE LOCAL JEWISH COMMUNITY AND STRENGTHEN TIES WITH ISRAEL, AND THE GREATER JEWISH AND GENERAL COMMUNITY. 5524028 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 14 0 23 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARY STRATMAN 9133278100 5801 W 115TH ST STE 201 OVERLAND PARK KS 66211 MR MICHAEL ABRAMS CHAIR 10.00 X X 0 0 0 MS MICHELLE GOLDSMITH TREASURER 2.00 X X 0 0 0 MR JOHN ISENBERG IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 MR STEWART KOESTEN SECRETARY 2.00 X X 0 0 0 MS BARBARA M KOVACS WOMEN'S PHILANTHROPY CHAIR 2.00 X X 0 0 0 MRS BETH K LISS VICE CHAIR AT-LARGE 2.00 X X 0 0 0 MS AMANDA K MORGAN CAMPAIGN CO-CHAIR 2.00 X X 0 0 0 MRS BARBARA J ROGOFF WOMEN'S SR. CAMPAIGN CHAIR 2.00 X X 0 0 0 MRS AMY SHAPIRO VICE CHAIR - I & O 2.00 X X 0 0 0 MR LARRY SILVER VICE CHAIR - ALLOCATIONS 2.00 X X 0 0 0 MR HOWARD WEINER CAMPAIGN CO-CHAIR 2.00 X X 0 0 0 MR JEREMY ANTES DIRECTOR 1.00 X 0 0 0 MS BARBARA BLOCH DIRECTOR 1.00 X 0 0 0 MR JERALD ENSLEIN DIRECTOR 1.00 X 0 0 0 MRS SANDI FRIED DIRECTOR 1.00 X 0 0 0 MRS SONDRA FRIEDMAN DIRECTOR 1.00 X 0 0 0 MR PAUL HIMMELSTEIN DIRECTOR 1.00 X 0 0 0 MRS LIZ HJALMARSON DIRECTOR 1.00 X 0 0 0 MR ERIC KASEFF DIRECTOR 1.00 X 0 0 0 MR JOSEF LOEFFLER DIRECTOR 1.00 X 0 0 0 MR LOUIS DEE PACK DIRECTOR 1.00 X 0 0 0 MRS AMANDA PALAN DIRECTOR 1.00 X 0 0 0 MRS CAROL A PORTER DIRECTOR 1.00 X 0 0 0 MR STEVE W RUBEN DIRECTOR 1.00 X 0 0 0 MR MATTHEW SIEGEL DIRECTOR 1.00 X 0 0 0 MRS KAREN D PACK JAFI REPRESENTATIVE 2.00 X 0 0 0 MRS PATRICIA W UHLMANN JDC REPRESENTATIVE 2.00 X 0 0 0 DR HELENE LOTMAN PRESIDENT & CEO 40.00 X 324900 0 19957 MS MARY STRATMAN VP & CHIEF FINANCIAL OFFICER 40.00 X 95749 0 6116 MR DEREK GALE VP & CHIEF OPERATING OFFICER 40.00 X 110174 0 6932 CHUCK GREEN DIRECTOR, COMMUNITY SECURITY 40.00 X 124495 0 7201 655318 0 40206 3 0 1 0 0 75280 8343280 141049 8418560 OTHER PROGRAMS 900099 31480 31480 31480 125101 125101 1108567 2816439 -1707872 -1707872 -1707872 19100 75280 17836 1264 1264 ADMINISTRATIVE FEES 900099 52716 52716 ADVERTISING AND SUBSCRIPTION REVE 541800 22930 22930 75646 6944179 84196 22930 -1581507 4436834 4436834 563828 208650 217954 137224 999005 449155 201106 348744 30207 16283 8426 5498 108695 37514 44933 26248 109322 47170 28451 33701 32060 32060 178617 178617 152231 117953 27606 6672 20445 12662 9 7774 12367 8057 1489 2821 121030 42159 13449 65422 74245 40306 16623 17316 26609 15829 4722 6058 20183 10293 4844 5046 23828 12537 5530 5761 DUES AND SUBSCRIPTIONS 37938 36269 536 1133 MISCELLANEOUS 21684 2263 4301 15120 MISSIONS 19296 19296 TELEPHONE 10100 6207 1922 1971 9781 4591 849 4341 7008305 5524028 793427 690850 4670324 1096938 32381 4185088 1859265 4087955 42581 125437 293775 311613 550687 520160 36808 30527 482482 494043 20969948 22958988 28387564 33290589 524312 468081 2331859 2551985 6500 2216 0 315500 2862671 3337782 X 4419118 4886234 21105775 25066573 25524893 29952807 28387564 33290589 -64126 4492040 0 X 0 1 X 1 0 X 7876212 5884589 3410801 5411163 8418560 31001325 7876212 5884589 3410801 5411163 8418560 31001325 4236765 26764560 80822 125881 35066 115309 125101 482179 1264 1264 31484768 351747 0.85010 0.80680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15300504 5579 1993502 808283 16491302 14923827 52601 1001995 677919 15300504 15133273 68 -162669 46845 14923827 15173012 6030 747506 793275 15133273 14105892 5666 1796861 735407 15173012 0.00000 0.98450 0.01550 0 1 1 347088 329228 17860 203599 190932 12667 30527 INVESTMENTS HELD IN CUSTODY 4687454 F BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 18271534 F 22958988 PAYCHECK PROTECTION PROGRAM REFUNDABLE ADVANCE 315500 315500 11257602 4492040 4492040 6765562 178617 178617 6944179 6829688 0 6829688 178617 178617 7008305 PART V, LINE 4: ALL FEDERATION BOARD DESIGNATED FUNDS ARE HELD FOR THE DISCRETIONARY USE OF THE FEDERATION BOARD, WITHIN THE SCOPE OF THE FEDERATION'S MISSION. TERM ENDOWMENT FUNDS ARE HELD FOR THE SPECIFIC PURPOSE SET BY THE DONOR, AND EITHER SUPPORT A SPECIFIC PROGRAM OF THE FEDERATION, OR THE ANNUAL GIVING CAMPAIGN, WHICH SUPPORTS THE MISSION OF THE FEDERATION. ALL PERMANENT ENDOWMENT FUNDS ARE RESTRICTED TO SUPPORT THE FEDERATION, OR SPECIFICALLY, THE ANNUAL GIVING CAMPAIGN OF THE FEDERATION. GOLF TOURNAMENT 94380 75280 19100 9948 5028 2860 94380 75280 19100 9948 5028 2860 17836 1264 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE NEW YORK NY 10017 135563393 501(C) 3 294000 SUPPORTING TOLERANCE AND HUMAN RIGHTS AROUND THE WORLD AVODAH 125 MAIDEN LANE 8B NEW YORK NY 10038 133914342 501(C) 3 5000 KANSAS CITY JUSTICE FELLOWSHIP BIG BROTHERS BIG SISTERS OF GREATER KC 1709 WALNUT ST KANSAS CITY MO 64108 436068464 501(C) 3 6000 PROGRAM SUPPORT B'NAIBRITH YOUTH ORGANIZATION 2020 K STREET NW WASHINGTON DC 20006 311794932 501(C) 3 59000 GRANT FOR LOCAL JEWISH TEEN BBYO PROGRAMS CAMP HERZL 7204 W 27TH ST ST LOUIS PARK MN 55426 416009136 501(C) 3 9760 SUMMER CAMP SCHOLARSHIPS FOR YOUTH CAMP RAMAH 65 E WACKER PL STE 1200 CHICAGO IL 60601 136161110 501(C) 3 16250 SUMMER CAMP SCHOLARSHIPS FOR YOUTH CAMP SABRA 30750 CAMP SABRA ROAD ROCKY MOUNT MO 65072 581384316 501(C) 3 12940 SUMMER CAMP SCHOLARSHIPS FOR YOUTH CHABAD OF KU 1203 W 19TH STREET LAWRENCE KS 66046 431864529 501(C) 3 45000 STUDENT ENGAGEMENT AND LEADERSHIP DEVELOPMENT COMMUNITY KOLLEL OF KANSAS CITY 6400 W 110TH STREET STE 204 LEAWOOD KS 66211 202879243 501(C) 3 20000 EDUCATION PROGRAMS COMMUNITY LINC 4012-14 TROOST AVE KANSAS CITY MO 65072 431506591 501(C) 3 5000 PROGRAM SUPPORT CONGREGATION BETH SHALOM 14200 LAMAR AVE OVERLAND PARK KS 66223 440545988 501(C) 3 29540 SPECIAL NEEDS CHILDREN & CHILD CARE PROGRAMS GOLDMAN UNION CAMP 9349 MOORE ROAD ZIONSVILLE IN 46077 131663143 501(C) 3 10250 JOB TRAINING FOR PET GROOMING HYMAN BRAND HEBREW ACADEMY 5801 W 115TH STREET SUITE 102 OVERLAND PARK KS 66211 486125262 501(C) 3 506951 TUITION ASSISTANCE AND SPECIAL NEEDS PROGRAMS JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 32ND FLOOR NEW YORK NY 10017 237254561 501(C) 3 15000 PROGRAM SUPPORT JEWISH COMMUNITY CAMPUS OF GKC 5801 W 115TH STREET SUITE 100 OVERLAND PARK KS 66211 431392330 501(C) 3 210585 SECURITY COST SUPPORT JEWISH COMMUNITY CENTER OF GKC 5801 W 115TH STREET SUITE 101 OVERLAND PARK KS 66211 440545992 501(C) 3 451000 SPECIAL NEEDS CHILDREN & CHILD CARE PROGRAMS JEWISH COMMUNITY FOUNDATION OF GKC 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 436049281 501(C) 3 82000 JEWISH EDUCATION JEWISH FAMILY SERVICES 5801 W 115TH STREET SUITE 103 OVERLAND PARK KS 66211 440545829 501(C) 3 613727 COUNSELING, ELDERLY AND LOCAL EMERGENCY FAMILY FUNDING JEWISH FEDERATIONS OF NORTH AMERICA 250 BROADWAY STE1700 NEW YORK NY 10004 131624240 501(C) 3 1417300 COLLECTIVE NATIONAL AND OVERSEAS SUPPORT JEWISH VOCATIONAL SERVICES 1608 BALTIMORE KANSAS CITY MO 64108 440545994 501(C) 3 72000 CAREER MANAGEMENT SERVICES PROGRAMS KAVOD 1779 KIRBY PKWY 1-362 MEMPHIS TN 38138 475495289 501(C) 3 29000 HOLOCAUST SURVIVOR ASSISTANCE MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH STREET SUITE 106 OVERLAND PARK KS 66211 481127376 501(C) 3 54000 TEACHER EDUCATION AND SCHOOL OUTREACH MOISHE HOUSE 5007 PROVIDENCE RD STE E216 CHARLOTTE NC 28226 262599786 501(C) 3 17592 YOUNG ADULT JEWISH LIVING SOCIAL ORGANIZATION NCSY - JEWISH STUDENT UNION 3200 W TOUHY AVE SKOKIE IL 60076 135623717 501(C) 3 14500 JEWISH CULTURE CLUBS IN PUBLIC HIGH SCHOOLS RABBINICAL ASSOCIATION OF GKC 5801 W 115TH STREET BOX 113 OVERLAND PARK KS 66211 760710693 501(C) 3 12492 ADMINISTRATOR POSITION FUNDING TOMER DEVORAH 6541 N DRAKE DRIVE LINCOLNWOOD IL 60712 203445337 501(C) 3 5000 PROGRAMS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILIITES TORAH LEARNING CENTER 8800 W 103RD STREET OVERLAND PARK KS 66212 431772532 501(C) 3 50000 KOSHER MEALS ON WHEELS UNIVERSITY OF KANSAS - HILLEL 722 NEW HAMPSHIRE LAWRENCE KS 66044 480547734 501(C) 3 145000 STUDENT ENGAGEMENT AND LEADERSHIP DEVELOPMENT VAAD HAKASHRUTH OF KANSAS CITY 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66211 742808245 501(C) 3 16000 ADMINISTRATIVE PROGRAM SUPPORT VILLAGE SHALOM 5500 W 123RD STREET OVERLAND PARK KS 66209 481199065 501(C) 3 20448 INDIGENT ELDERLY FINANCIAL ASSISTANCE YESHIVAT ORVATA 9687 PAVAROTTI TERR 102 BOYNTON BEACH FL 33437 650915662 501(C) 3 6000 JEWISH EDUCATION 31 PART I, LINE 2: ALLOCATION (GRANT) GUIDELINES AND PRIORITIES ARE CIRCULATED TO ACCREDITED AGENCIES IN ADVANCE OF THE ANNUAL DUE DATES. STAFF REVIEWS FUNDING REQUESTS TO ENSURE THEY ARE WITHIN GUIDELINES AND BOARD PRIORITIES. THE FEDERATION ONLY FUNDS PROGRAMS WITH ACCREDITED AGENCIES THAT MEET THE FUNDING PRIORITIES SET BY THE BOARD. THERE IS NO UNRESTRICED FUNDING. THE PLANNING AND ALLOCATION COMMITTEE REVIEWS REQUESTS AND RECOMMENDS ALLOCATIONS(GRANTS). THE BOARD REVIEWS AND APPROVES. A LETTER WITH ANY STIPULATION IS SENT TO EACH AGENCY ADVISING THEM OF THE AWARD. AN ONGOING DIALOGUE WITH THE AGENCY TAKES PLACE WITH THE P&A COMMITTEE DURING THE YEAR TO MONITOR PROGRAM ACTIVITY. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR HELENE LOTMAN PRESIDENT & CEO 298500 0 0 0 26400 0 16191 0 3766 0 344857 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - MEMBERSHIP TO THE JEWISH COMMUNITY CENTER IS PROVIDED AS A BENEFIT TO THE CEO. X 15 141049 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNTS REPORTED PART I, COLUMN (B) ARE DETERMINED BY THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS EFFECTIVE MARCH 7, 2019, JEWISH COMMUNITY RELATIONS BUREAU, INC. FORMED A SEPARATE NONFORPROFIT CORPORATION, AND ALL ACTIVITIES RELATED TO COMMUNITY RELATIONS PROGRAMMING ARE RECORDED BY THIS ORGANIZATION BEGINNING ON THAT DATE. THEREFORE, THERE ARE NO COMMUNITY RELATIONS PROGRAM ACTIVITIES INCLUDED IN THE 2020 JEWISH FEDERATION 990. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE JEWISH PERSONS OVER THE AGE OF 18 WHO HAVE COMPLETED A CONTRIBUTION TO THE ANNUAL FUNDRAISING CAMPAIGN OF THE FEDERATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS EACH RECEIVE ONE VOTE TO ELECT THE BOARD OF DIRECTORS WHO WILL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY THE FEDERATION'S CPA, AND REVIEWED BY THE VP-FINANCE & CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CEO. THE FORM IS THEN REVIEWED BY THE OPERATIONS AND FINANCE COMMITTEE, AND BY THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH NEW TERM, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PROVIDED AN EXPLANATION OF THE CONFLICT OF INTEREST POLICY CONTAINED IN THE BY-LAWS, AND ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. AT MEETINGS WHERE POLICIES ARE SET, MEMBERS VERBALLY SHARE IF THERE IS A CONFLICT AND THEY ARE NOT PERMITTED TO VOTE ON ANY DECISION THAT THEY MAY BENEFIT FROM, OR PARTICIPATE IN A DECISION RELATIVE TO ANY ORGANIZATION THAT THEY HAVE A BUSINESS INTEREST IN. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT & CEO WORKS UNDER AN EMPLOYMENT AGREEMENT THAT STIPULATES ANNUAL PERFORMANCE EVALUATIONS BE CONDUCTED BY THE BOARD CHAIR AND DESIGNATED BOARD MEMBERS. ANNUAL COMPENSATION IS SET BASED UPON SUCCESSFUL PERFORMANCE REGARDING DELIVERABLES AS DEVELOPED UNDER THE AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AND ARE AVAILABLE AT OUR WEBSITE, WWW.JEWISHKANSASCITY.ORG. GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. JEWISH COMMUNITY FOUNDATION OF GREATER KC 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 436049281 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 JEWISH COMMUNITY CAMPUS OF GREATER KC 5801 W 115TH STREET SUITE 100 OVERLAND PARK KS 66211 431392330 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 JEWISH COMMUNITY CENTER OF GREATER KC 5801 W 115TH STREET SUITE 101 OVERLAND PARK KS 66211 440545992 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 JEWISH COMMUNITY RELATIONS BUREAU INC 5801 W 115TH STREET SUITE 203 OVERLAND PARK KS 66211 834088310 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0