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THE JEWISH FEDERATIONS OF NORTH AMERICA INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC (EIN 13-1624240)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-05
IRS object ID
202121259349302957
Schema version
2019v5.1
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)
Return2021-05-05T16:10:22-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Jewish Federations of North America IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PAMELA ZALTSMANInCareOfNm
Business Name ControlJEWIBusinessNameControlTxt
Phone2122846615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 Broadway Suite 1700AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAM ZALTSMANPersonNm
Person TitleCFOPersonTitleTxt
Phone2122846958PhoneNum
Signature2021-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIC FINGERHUTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 Broadway STE 1700AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$267,603,933GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jewishfederations.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1935FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 146 FEDERATIONS, 300+ NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS.ActivityOrMissionDesc
Voting Members Governing Body123VotingMembersGoverningBodyCnt
Voting Members Independent122VotingMembersIndependentCnt
Total Employee173TotalEmployeeCnt
Total Volunteers180TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$249,638,283PYContributionsGrantsAmt
CY Contributions Grants$232,199,982CYContributionsGrantsAmt
PY Program Service Revenue$20,128,993PYProgramServiceRevenueAmt
CY Program Service Revenue$18,327,870CYProgramServiceRevenueAmt
PY Investment Income$3,464,912PYInvestmentIncomeAmt
CY Investment Income$3,223,802CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$273,232,188PYTotalRevenueAmt
CY Total Revenue$253,751,654CYTotalRevenueAmt
PY Grants And Similar Paid$220,615,523PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$219,312,542CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$24,082,668PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$27,189,809CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,549,551CYTotalFundraisingExpenseAmt
PY Other Expenses$26,035,016PYOtherExpensesAmt
CY Other Expenses$18,718,766CYOtherExpensesAmt
PY Total Expenses$270,733,207PYTotalExpensesAmt
CY Total Expenses$265,221,117CYTotalExpensesAmt
PY Revenues Less Expenses$2,498,981PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$11,469,463CYRevenuesLessExpensesAmt
Total Assets BOY$283,116,192TotalAssetsBOYAmt
Total Assets EOY$273,845,110TotalAssetsEOYAmt
Total Liabilities BOY$160,513,345TotalLiabilitiesBOYAmt
Total Liabilities EOY$166,849,691TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$122,602,847NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$106,995,419NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 146 JEWISH FEDERATIONS, 300 INDEPENDENT NETWORK JEWISH COMMUNITIES ACROSS NORTH AMERICA AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. THE FEDERATION MOVEMENT PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). THE JEWISH FEDERATIONS OF NORTH AMERICA LEADS A CONTINENTAL FEDERATION MOVEMENT TO MOBILIZE FINANCIAL AND SOCIAL RESOURCES THROUGH PHILANTHROPIC ENDEAVORS, STRATEGIC INITIATIVES AND INTERNATIONAL AGENCIES THAT STRENGTHEN THE JEWISH PEOPLE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$211,618,369ExpenseAmt
Grant$211,267,868GrantAmt
DescGRANTS TO UNITED ISRAEL APPEAL, INC., THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE AND WORLD ORT. PROVIDING IMMIGRATION ANDABSORPTION SERVICES FOR JEWISH IDENTITY PROGRAMS, EDUCATIONAL AND VOCATIONAL TRAINING, RELIEF AND WELFARE PROGRAMS AROUND THE WORLD AND SOCIAL DEVELOPMENT PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$20,627,953ExpenseAmt
Revenue$13,266,688RevenueAmt
DescFUNDRAISING/INFRASTRUCTURE: JFNAS PHILANTHROPIC RESOURCES DEPARTMENT PROVIDES FUNDRAISING EXPERTISE, CONSULTING AND SUPPORT FOR JEWISH FEDERATIONS AND SMALLER NETWORK COMMUNITIES. THE DEPARTMENT DEVELOPS PROGRAMS AND NETWORKING OPPORTUNITIES FOR AFFINITY GROUPS OF DONORS, INCLUDING WOMEN AND YOUNG LEADERS, AND PROFESIONAL COHORTS RELATED TO ENDOWMENTS, LEGACY GIVING, UNRESTRICTED AND RESTRICTED GIVING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,675,608ExpenseAmt
Revenue$3,648,709RevenueAmt
DescPOWER OF THE COLLECTIVE JFNA HELPS FEDERATIONS BUILD FLOURISHING JEWISH COMMUNITIES. IN THE FIELDS OF CAREGIVING, AGING, PHILANTHROPY, DISABILITY, FOREIGN POLICY, HOMELAND SECURITY AND HEALTH CARE, WE ARE THOUGHT LEADERS AND ADVOCATES. WHEN THE COVID PANDEMIC HIT WE RESPONDED. HELPING THOUSANDS OF JEWISH ORGANIZATIONS WITH FINANCIAL AND ORGANIZATIONAL PLANNING, GAIN ACCESS TO PROTECTIVE GEAR, AND SUPPORTING LOCAL FEDERATION EFFORTS TO ADDRESS HOUSING AND FOOD INSECURITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$3,061,360$3,061,360$860,700Grants to agencies for humaitarian purposes.
$799,661$171,391Work with Overseas partners
$4,983,314$4,983,314U.S. Government Grant Holocaust Survivors Fund
$2,149,227$380,382Recruiting & developing talent for Federations
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$10,993,562TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$8,044,674TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,412,473TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$250,915,492TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document204IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee173EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members123GoverningBodyVotingMembersCnt
Independent Voting Member122IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAMELA ZALTSMANPersonNm
Phone2122846958PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 BROADWAYAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (180 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Gerrald B Silverman
President & CEO thru 9/201950.00.0Yes (X)$470,699$0$48,213
Mark Gurvis
Executive Vice President50.00.0Yes (X)$408,746$0$41,388
Becky Caspi
Director General Israel Office50.00.0$303,387$0$77,830Yes (X)
Eric Fingerhut
President & CEO eff. 7/201950.00.0Yes (X)$293,900$0$29,377
Renee Rothstein
Senior Vice President50.00.0$296,532$0$23,846Yes (X)
Shari Cohen
Vice President50.00.0$275,648$0$40,007Yes (X)
William Daroff
Senior Vice President50.00.0$271,771$0$37,617Yes (X)
David Kessel
Associate Vice President50.00.0$266,786$0$15,106Yes (X)
Irit Gross
Associate Vice President50.00.0$217,241$0$39,186Yes (X)
Pamela A Zaltsman
Chief Financial Officer37.512.5Yes (X)$179,852$59,951$12,110
Beth Mann
Vice President50.00.0$215,366$0$26,286Yes (X)
Kimberlee Fish
Executive Director50.00.0$209,555$0$21,968Yes (X)
Becky Porath
General Counsel50.00.0Yes (X)$177,065$0$42,714
David Mallach
V-UIA/Executive VP-IEF20.030.0$69,302$103,952$42,211Yes (X)
Brian Abrahams
Senior Vice President50.00.0$186,074$0$9,061Yes (X)
Pam Kurtzman
Senior Vice President50.00.0$166,024$0$6,965Yes (X)
Mark Wilf
Chair of the Board20.01.0Yes (X)$0$0$0Yes (X)
Jodi Schwartz
Vice Chair of the Board20.00.0Yes (X)$0$0$0Yes (X)
Cynthia Shapira
Vice Chair of Board20.01.0Yes (X)$0$0$0Yes (X)
David T Brown
National Campaign Chair20.00.0Yes (X)$0$0$0Yes (X)
Harold Gernsbacher
Treasurer20.00.0Yes (X)$0$0$0Yes (X)
Julie Platt
Secretary20.00.0Yes (X)$0$0$0Yes (X)
Michael Abrams
Trustee1.00.0$0$0$0Yes (X)
Wendy Abrams
Trustee1.00.0$0$0$0Yes (X)
Roberta Abrams
Trustee1.00.0$0$0$0Yes (X)
Ari Ackerman
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Meryl Ainsman
Trustee1.00.0$0$0$0Yes (X)
Sari Anne Rapkin
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Sanford Antignas
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Stephen Aronson
Trustee1.00.0$0$0$0Yes (X)
Judith Baum
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Bradley Bell
Trustee1.00.0$0$0$0Yes (X)
Ariel Bentata
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Amy Berger Chafetz
Trustee1.00.0$0$0$0Yes (X)
Dennis Bernard
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Sarah Boden
Trustee1.00.0$0$0$0Yes (X)
Dena Boronkay Rashes
Trustee1.00.0$0$0$0Yes (X)
Merom Brachman
Trustee1.00.0$0$0$0Yes (X)
David Bramzon
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Deborah Brant
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
David J Butler
Trustee1.00.0$0$0$0Yes (X)
Sam Chafetz
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Rina Chessin
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Brett Cohen
Trustee1.00.0$0$0$0Yes (X)
Alex Cristall
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Leslie Dannin Rosenthal
Trustee1.00.0$0$0$0Yes (X)
J Davide Heller
Trustee1.00.0$0$0$0Yes (X)
Alisa Doctoroff
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Brian Drowos
Trustee1.00.0$0$0$0Yes (X)
Tina Erlich
Trustee1.00.0$0$0$0Yes (X)
Dori Fenenbock
Trustee1.00.0$0$0$0Yes (X)
Richard Fiedotin
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Cindy Finestone
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Isaac K Fisher
Trustee1.00.0$0$0$0Yes (X)
Suzette Fisher
Trustee1.00.0$0$0$0Yes (X)
Martine Fleishman
Trustee1.00.0$0$0$0Yes (X)
Michael Frankel
Trustee1.00.0$0$0$0Yes (X)
William Freedman
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Lisa Galanti
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Meryl Gallatin
Trustee1.00.0$0$0$0Yes (X)
Judith Galler
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Ira Gerstein
Trustee1.00.0$0$0$0Yes (X)
Carolyn Gitlin
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Debra Gober
Trustee Through July 20191.00.0$0$0$0Yes (X)
Arthur Goldberg
Trustee1.00.0$0$0$0Yes (X)
Theodore Goldberg
Trustee1.00.0$0$0$0Yes (X)
Michael Goldberg
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Debby Goldenberg
Trustee thru 6/20201.00.0$0$0$0Yes (X)
David Golder
Trustee1.00.0$0$0$0Yes (X)
Marilyn Goldsmith
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Beth Goldsmith
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Meridith Goldstein
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Stephen Gordon
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Jacy Grais
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Suzanne B Grant
Trustee1.00.0$0$0$0Yes (X)
Joshua Green
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Gerald Greiman
Trustee Through November 20191.00.0$0$0$0Yes (X)
Alberto Grinspun
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Neil Gurvitch
Trustee1.00.0$0$0$0Yes (X)
Dan Guyer
Trustee1.00.0$0$0$0Yes (X)
James Heeger
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Alison Himel
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Michelle Hirsch
Trustee1.00.0$0$0$0Yes (X)
Dana Hirt
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Andrew S Hochberg
Trustee1.00.0$0$0$0Yes (X)
Andy Hodes
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Rachel Hoffer
Trustee1.00.0$0$0$0Yes (X)
Linda A Hurwitz
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Karen James
Trustee Through November 20191.00.0$0$0$0Yes (X)
Sharon Janks
Trustee1.01.0$0$0$0Yes (X)
Cynthia Janower
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Beth Kaplan
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Aron Karabel
Trustee1.00.0$0$0$0Yes (X)
Julie Kass
Trustee1.00.0$0$0$0Yes (X)
Robin Kauffman Saran
Trustee1.00.0$0$0$0Yes (X)
Matthew Keller
Trustee1.00.0$0$0$0Yes (X)
Sherri Ketai
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Linda Ketover
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Sheryl Kimerling
Trustee1.00.0$0$0$0Yes (X)
David-Seth Kirshner
Trustee1.00.0$0$0$0Yes (X)
Amy Kline
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Lori Klinghoffer
Trustee thru 6/20201.010.0$0$0$0Yes (X)
Simone Knego
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Rena Kopelman
Trustee1.00.0$0$0$0Yes (X)
Jennifer L Korach
Trustee1.00.0$0$0$0Yes (X)
Leslie Kramer
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Scott Krieger
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Jocelyn Krifcher
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Shelly Kupfer
Trustee1.00.0$0$0$0Yes (X)
Robert Lapin
Trustee Began Service January1.00.0$0$0$0Yes (X)
Michael Lebovitz
Trustee1.00.0$0$0$0Yes (X)
David Lentz
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Jonathan P Levitt
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Keith Libman
Trustee1.00.0$0$0$0Yes (X)
Joan Lubar
Trustee1.00.0$0$0$0Yes (X)
Kathy Manning
Trustee1.00.0$0$0$0Yes (X)
Joel Marks
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Adam Miller
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Nancy Mimoun
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Heidi Monkarsh
Trustee1.00.0$0$0$0Yes (X)
Maxine Murnick
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Gail Norry
Trustee1.00.0$0$0$0Yes (X)
Julie Nusbaum
Trustee eff. 9/191.00.0$0$0$0Yes (X)
Marcie H Orley
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Ann Pava
Trustee1.00.0$0$0$0Yes (X)
Yakov Polatsek
Trustee1.00.0$0$0$0Yes (X)
Marisa Polin
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Albert Praw
Trustee1.00.0$0$0$0Yes (X)
Daniel Prescott
Trustee1.00.0$0$0$0Yes (X)
Howard Reiter
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Zoe Riekes
Trustee1.01.0$0$0$0Yes (X)
Sarah Rubin
Trustee1.00.0$0$0$0Yes (X)
David Saginaw
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Richard V Sandler
Trustee1.00.0$0$0$0Yes (X)
Jeffrey Scheck
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Jane Schiff
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Marissa Schlaifer
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Andrea Schneider
Trustee1.00.0$0$0$0Yes (X)
Robert Schneider
Trustee eff. 7/20191.00.0$0$0$0Yes (X)
Ronna Schneider
Trustee1.00.0$0$0$0Yes (X)
Robert Schottenstein
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Stacey Schulman
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Phyllis Seaman
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Barry Seidman
Trustee1.00.0$0$0$0Yes (X)
S Stephen Selig
Trustee1.00.0$0$0$0Yes (X)
Brian Seymour
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Steven Shaffer
Trustee1.00.0$0$0$0Yes (X)
Nathan Shor
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Mark Silberman
Trustee1.00.0$0$0$0Yes (X)
Hope Silverman
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Arthur Slepian
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Dganit Slovik
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Jodie Sobel
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Susan Sorkin
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Jackie Sprinces Wong
Trustee1.00.0$0$0$0Yes (X)
Howard Stein
Trustee1.00.0$0$0$0Yes (X)
David Steirman
Trustee1.00.0$0$0$0Yes (X)
Lecia Sud
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Darren Sukonick
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Pam Szokol
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Brian Tauber
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Kathryn Unger
Trustee1.00.0$0$0$0Yes (X)
Beth Wain Brandon
Trustee1.00.0$0$0$0Yes (X)
Neil Wallack
Trustee1.00.0$0$0$0Yes (X)
Nat Wasserstein
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Debra Weinberg
Trustee1.00.0$0$0$0Yes (X)
Sanford Weiner
Trustee thru 1/20201.00.0$0$0$0Yes (X)
Elliott Weinstein
Trustee1.00.0$0$0$0Yes (X)
Susan Weiss Firestone
Trustee1.01.0$0$0$0Yes (X)
Katie Whitlatch
Trustee thru 10/20201.00.0$0$0$0Yes (X)
Julie Wise Oreck
Trustee1.01.0$0$0$0Yes (X)
Orna Wolens
Trustee1.00.0$0$0$0Yes (X)
Marc E Wolf
Trustee1.00.0$0$0$0Yes (X)
Royce Wolff
Trustee1.00.0$0$0$0Yes (X)
Andrea Yablon
Trustee1.00.0$0$0$0Yes (X)
Robert K Yass
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Greg Yawitz
Trustee eff. 6/20201.00.0$0$0$0Yes (X)
Michael Zaransky
Trustee thru 6/20201.00.0$0$0$0Yes (X)
Vicki Zell
Trustee1.00.0$0$0$0Yes (X)
Daniel Zelman
Trustee1.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,007,948TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$163,903TotReportableCompRltdOrgAmt
Total Other Compensation$513,885TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K70IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DIPLOMAT BEACH RESORT
3555 SOUTH OCEAN DRIVEHOLLYWOODFL33019MEETING SPEACE/SERV$1,364,821
THE BRIDGESPAN GROUP INC
2 COPLEY PLACE SUITE 3700BBOSTONMA21165STRATEGIC PLAN$483,666
BLACKBAUD INC
PO BOX 930256ATLANTAGA31193DONOR MAN SYSTEM$936,841
FUSION LABS INC
75 REMITTANCE DRIVECHICAGOIL60675DONOR MAN SYSTEM$428,398
SECOND MILE PRODUCTIONS
10531 EAST CLOVER LANEFORNEYTX75126MEETING EQUIPMENT$369,201
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$4,935,010GovernmentGrantsAmt
All Other Contributions$227,264,972AllOtherContributionsAmt
Total Contributions$232,199,982TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FUNDRAISING INFRASTRUCTURE900099$13,266,688$13,266,688
POWER OF THE COLLECTIVE900099$3,648,709$3,648,709
DISASTER RELIEF900099$860,700$860,700
ISRAEL AND OVERSEAS900099$171,391$171,391
TALENT900099$380,382$380,382
FieldValueIRS element (for citing)
Total Program Service Revenue$18,327,870TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,060,898TotalRevenueColumnAmt
Exclusion$2,060,898ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,015,183SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,852,279SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,162,904SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,162,904TotalRevenueColumnAmt
Exclusion$1,162,904ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$253,751,654TotalRevenueColumnAmt
Related Or Exempt Func Income$18,327,870RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,223,802ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$219,109,674TotalAmt
Program Services$219,109,674ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$202,868TotalAmt
Program Services$202,868ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,166,329TotalAmt
Program Services$1,379,107ProgramServicesAmt
Management And General$1,787,222ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$113,847TotalAmt
Program Services$113,847ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,507,387TotalAmt
Program Services$9,689,314ProgramServicesAmt
Management And General$3,447,651ManagementAndGeneralAmt
Fundraising$1,370,422FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,402,527TotalAmt
Program Services$2,092,787ProgramServicesAmt
Management And General$900,993ManagementAndGeneralAmt
Fundraising$408,747FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,944,901TotalAmt
Program Services$3,085,204ProgramServicesAmt
Management And General$1,452,501ManagementAndGeneralAmt
Fundraising$407,196FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,054,818TotalAmt
Program Services$625,572ProgramServicesAmt
Management And General$254,846ManagementAndGeneralAmt
Fundraising$174,400FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$389,092TotalAmt
Program Services$95,053ProgramServicesAmt
Management And General$293,853ManagementAndGeneralAmt
Fundraising$186FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$210,246TotalAmt
Program Services$19,250ProgramServicesAmt
Management And General$190,996ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$466,295TotalAmt
Management And General$466,295ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,586,147TotalAmt
Program Services$3,826,222ProgramServicesAmt
Management And General$746,843ManagementAndGeneralAmt
Fundraising$13,082FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$628,501TotalAmt
Program Services$522,940ProgramServicesAmt
Management And General$86,507ManagementAndGeneralAmt
Fundraising$19,054FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,336,612TotalAmt
Program Services$718,290ProgramServicesAmt
Management And General$597,066ManagementAndGeneralAmt
Fundraising$21,256FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,022,183TotalAmt
Program Services$3,086,112ProgramServicesAmt
Management And General$930,737ManagementAndGeneralAmt
Fundraising$5,334FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$885,379TotalAmt
Program Services$488,559ProgramServicesAmt
Management And General$284,231ManagementAndGeneralAmt
Fundraising$112,589FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,822,167TotalAmt
Program Services$2,670,116ProgramServicesAmt
Management And General$134,766ManagementAndGeneralAmt
Fundraising$17,285FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,138TotalAmt
Program Services$10,138ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$708,360TotalAmt
Program Services$615,957ProgramServicesAmt
Management And General$92,403ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$458,659TotalAmt
Program Services$369,495ProgramServicesAmt
Management And General$89,164ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISSIONSDesc
Total$2,194,987TotalAmt
Program Services$2,194,987ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$265,221,117TotalAmt
Program Services$250,915,492ProgramServicesAmt
Management And General$11,756,074ManagementAndGeneralAmt
Fundraising$2,549,551FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,030,896BOYAmt
EOY$18,309,691EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,808,770BOYAmt
EOY$2,453,398EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$43,550,753BOYAmt
EOY$42,680,791EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$160,765,477BOYAmt
EOY$142,819,579EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,493BOYAmt
EOY$5,493EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,290,939BOYAmt
EOY$986,719EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,544,523LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,243,757LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,964,876BOYAmt
EOY$3,300,766EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$46,247,522BOYAmt
EOY$54,021,659EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$17,354,474BOYAmt
EOY$9,243,139EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$96,992BOYAmt
EOY$23,875EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$283,116,192BOYAmt
EOY$273,845,110EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,029,662BOYAmt
EOY$40,121,189EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,607,130BOYAmt
EOY$8,370,024EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$121,876,553BOYAmt
EOY$118,358,478EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$160,513,345BOYAmt
EOY$166,849,691EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$49,036,000BOYAmt
EOY$29,294,897EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,566,847BOYAmt
EOY$77,700,522EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$122,602,847BOYAmt
EOY$106,995,419EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$283,116,192BOYAmt
EOY$273,845,110EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$11,469,463ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$631,711NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,506,254OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

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$261,489,843CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$238,168,261CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$233,523,827CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$249,638,283CurrentTaxYearMinus1YearAmt
Current Tax Year$232,199,982CurrentTaxYearAmt
Total$1,215,020,196TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$261,489,843CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$238,168,261CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$233,523,827CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$249,638,283CurrentTaxYearMinus1YearAmt
Current Tax Year$232,199,982CurrentTaxYearAmt
Total$1,215,020,196TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,215,020,196PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$866,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$939,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,363,133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,362,001CurrentTaxYearMinus1YearAmt
Current Tax Year$2,060,898CurrentTaxYearAmt
Total$6,592,401TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,221,612,597TotalSupportAmt
Gross Receipts Rltd Activities$98,758,384GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99460PublicSupportCY170Pct
Public Support PY1700.99580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$82,689FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$744,203FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$826,892FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$264,394,225FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$265,221,117FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$782,722CurrentYearMinus3Amt
Current Year Minus2$785,674CurrentYearMinus2Amt
Current Year Minus1$748,508CurrentYearMinus1Amt
Current Year$826,892CurrentYearAmt
Total$3,143,796TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$156,544CurrentYearMinus3Amt
Current Year Minus2$157,135CurrentYearMinus2Amt
Current Year Minus1$74,851CurrentYearMinus1Amt
Current Year$82,689CurrentYearAmt
Total$471,219TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,844,635BeginningYearBalanceAmt
Contributions$127,973ContributionsAmt
Investment Earnings Or Losses$945,222InvestmentEarningsOrLossesAmt
Other Expenditures$945,222OtherExpendituresAmt
End Year Balance$29,972,608EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,044,635BeginningYearBalanceAmt
Contributions$800,000ContributionsAmt
Investment Earnings Or Losses$1,063,068InvestmentEarningsOrLossesAmt
Other Expenditures$1,063,068OtherExpendituresAmt
End Year Balance$29,844,635EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,355,253BeginningYearBalanceAmt
Contributions$1,689,382ContributionsAmt
Investment Earnings Or Losses$2,406,660InvestmentEarningsOrLossesAmt
Other Expenditures$2,406,660OtherExpendituresAmt
End Year Balance$29,044,635EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,101,187BeginningYearBalanceAmt
Contributions$254,086ContributionsAmt
Investment Earnings Or Losses$3,347,012InvestmentEarningsOrLossesAmt
Other Expenditures$3,347,012OtherExpendituresAmt
End Year Balance$27,355,273EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,528,159BeginningYearBalanceAmt
Contributions$573,008ContributionsAmt
Investment Earnings Or Losses$964,000InvestmentEarningsOrLossesAmt
Other Expenditures$964,000OtherExpendituresAmt
End Year Balance$27,101,167EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,942,119OtherCostOrOtherBasisAmt
Depreciation$4,154,801DepreciationAmt
Book Value$2,787,318BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,457,501OtherCostOrOtherBasisAmt
Depreciation$2,276,458DepreciationAmt
Book Value$181,043BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,144,903OtherCostOrOtherBasisAmt
Depreciation$812,498DepreciationAmt
Book Value$332,405BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,300,766TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$118,358,478Amt
FieldValueIRS element (for citing)
Total Liability$118,358,478TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$261,040,882TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$631,711NetUnrealizedGainsInvstAmt
Other Revenue$175,152,332OtherRevenueAmt
Revenue Not Reported$174,520,621RevenueNotReportedAmt
Revenue Subtotal$86,520,261RevenueSubtotalAmt
Investment Expenses Not Incld$466,295InvestmentExpensesNotIncldAmt
Other Revenues Not Included$166,765,098OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$167,231,393RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$253,751,654TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$277,920,486TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$179,930,762OtherExpensesIncludedAmt
Expenses Not Reported$179,930,762ExpensesNotReportedAmt
Expenses Subtotal$97,989,724ExpensesSubtotalAmt
Investment Expenses Not Incld2$466,295InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$166,765,098OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$167,231,393ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$265,221,117TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4:THE JEWISH FEDERATIONS OF NORTH AMERICA MAINTAINS ENDOWMENT FUNDS TO SUPPORT PROGRAMS INCLUDING THE JEWISH DATA BANK, CREATE A JEWISH LEGACY, VARIOUS PROGRAMS ABROAD INCLUDING ISRAEL AND THE FORMER SOVIET UNION, SUPPORT FEDERATIONS ANNUAL CAMPAIGNS AND TO MAINTAIN THE JEWISH DATABANK.
Schedule D, Part X, Line 2:UNDER ASC 740, "INCOME TAXES," AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE IMPLEMENTATION OF ASC 740 HAD NO IMPACT ON JFNA'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THEY HAVE TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAVE NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE REQUIRED TO DO SO. ADDITIONALLY, THE ORGANIZATION HAS FILED IRS FORM 990 INFORMATION RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE REQUIRED TO DO SO. FOR THE YEAR ENDED JUNE 30, 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES.
Schedule D, Part XI, Line 2d:REVENUE OF $175,152,332. ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990.
Schedule D, Part XI, Line 4b:JFNA/UIA ELIMINATION ENTRY.....$166,765,098.
Schedule D, Part XII, Line 2d:EXPENSES OF $179,930,762. ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990.
Schedule D, Part XII, Line 4b:JFNA/UIA ELIMINATION ENTRY.....$166,765,098.
Schedule D, Part VAdjusted prior year contributions to $800,000.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa134Program ServicesSEE PART V$10,223,380
Russia and the Newly Independent States00Grantmaking$38,808
Middle East and North Africa00Grantmaking$164,060
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees34SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee34TotalEmployeeCnt
Subtotal Spent$10,426,248SubtotalSpentAmt
Total Spent$10,426,248TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Russia and the Newly Independent StatesVCATIONAL$38,808Wire
Middle East and North AfricaVOCATIONAL$164,060WIRE
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, line 2:UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED. THE COMMITTEES MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATION REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, PRODUCE AN ANNUAL AUDIT BY AN INDEPENDENT FIRM AND MAINTAIN BY-LAWS THAT CONFIRM THE LEGALLY ACCEPTED STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATELY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE.
Scedule F, Part I, Line 3(1):JFNA GLOBAL OPERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD, ALONG WITH MISSIONS TO ISRAEL ARE ORGANIZED THROUGHOUT THE YEAR.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (67 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SECURE COMMUNITY NETWORK INC
25 BROADWAY 17NEW YORKNY10004201437733501c3$1,587,667SECURITY GRANTS
AMERICAN ORT
75 MAIDEN LANENEW YORKNY10038135562424501c3$1,470,031VOCATIONAL TRAINING
UJA-FEDERATION NY
130 E 59TH STREETNEW YORKNY10022510172429501c3$412,000HOLOCAUST GRANT
NETWORK OF JEWISH HUMAN SERVICE AGENCY
50 EISENHOWER DRIVE STE 100PARAMUSNJ07652132752418501c3$309,085HOLOCAUST GRANT
JEWISH FEDERATION OF GREATER METROWEST
901 STATE ROUTE 10WHIPPANYNJ07981221487222501c3$283,499HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF LOS ANGELES
8838 W PICO BLVDLOS ANGELESLA90035951691013501c3$225,000HOLOCAUST GRANT
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON RDSAN DIEGOCA92123951319015501c3$220,000HOLOCAUST GRANT
JEWISH FEDERATION OF BROWARD COUNTY
5890 S PINE ISLAND RDDAVIEFL33328590967823501c3$218,750HOLOCAUST GRANT
JEWISH FEDERATION OF METROPOLITAN CHICAGO
30 SOUTH WELLS STREETCHICAGOIL60606362167761501c3$215,000HOLOCAUST GRANT
JEWISH FEDERATION OF GREATER MIAMI
4200 BISCAYNE BOULEVARDMIAMIFL33137590624404501c3$215,000HOLOCAUST GRANT
OHEL CHILDREN'S HOME & FAMILY SERVICES
156 BEACH 9TH STREET 2ND FLOORFAR ROCKAWAYNY11691116078704501c3$175,000HOLOCAUST GRANT
JEWISH FAMILY SERVICES OF WESHTENAW COUNTY
2245 S STATE STANN ARBORMI48104412147486501c3$175,000HOLOCAUST GRANT
JEWISH COMMUNITY HOUSE OF BENSONHURST
7802 BAY PARKWAYBROOKLYNNY11214111633484501c3$170,000HOLOCAUST GRANT
MENORAH CENTER FOR NURSING AND REHABILITATION
1516 ORIENTAL BLVDBROOKLYNNY11235111672777501c3$150,000HOLOCAUST GRANT
PROJECT LEAD
123-19 HILLSIDE AVENUERICHMOND HILLNY11418133761446501c3$129,000HOLOCAUST GRANT
JEWISH FAMILY SERVICES OF SILICON VALLEY
14855 OKA RD 202LOS GATOSCA95032942536452501c3$127,753HOLOCAUST GRANT
PESACH TIKVAH HOPE DEVELOPMENT
18 MIDDLETON STBROOKLYNNY11206112642641501c3$125,000HOLOCAUST GRANT
JEW FEDERATION OF METROPOLITAN DETROIT
6735 TELEGRAPH ROAD SUITE 30BLOOMFIELD HILLSMI48301381359214501c3$113,565HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF ORANGE COUNTY
720 NY-17MMIDDLETOWNNY10940141731791501c3$111,577HOLOCAUST GRANT
MORSELIFELOLA & SAUL KRAMER SENIOR SERVICES AGENC
4847 DAVID S MACK DR WESTPALM BEACHFL33417900730105501c3$103,500HOLOCAUST GRANT
JPRO NETWORK
25 BROADWAY SUITE 1700NEW YORKNY10004131624105501c3$100,000MAKING THE CASE
YOUNG MENS YOUNG WOMENS HEBREW ASSOC OF BORO PARK
54 NAGLE AVENUENEW YORKNY10040131635308501c3$100,000HOLOCAUST GRANT
JEWISH FAMILY AND CHILDREN'S SERVICES OF MONMOUTH
705 SUMMERFIELD AVEASBURY PARKNJ07712222158627501c3$97,125HOLOCAUST GRANT
GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES I
14041 ICOT BOULEVARDTAMPAFL33635591229354501c3$90,000HOLOCAUST GRANT
MJHS HOSPICE AND PALLIATIVE CARE
6323 7TH AVEBROOKLYNNY11220133438643501c3$87,500HOLOCAUST GRANT
JEWISH FEDERATION OF GREATER HOUSTON
5603 S BRAESWOOD BLVDHOUSTONTX77096741109654501c3$85,693DISASTER RELIEF
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048956111928501c3$78,000HOLOCAUST/DISASTER
METROPOLITAN COUNCIL ON JEWISH POVERTY INC
77 WATER STREET 26TH FLOORNEW YORKNY10005132738818501c3$62,500HOLOCAUST GRANT
SELFHELP COMMUNITY SERVICES INC
520 8TH AVE 5TH FLOORNEW YORKNY10018131624178501c3$50,000HOLOCAUST GRANT
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND
29125 CHAGRIN BLVDBEACHWOODOH44122340714441501c3$46,521HOLOCAUST GRANT
DOROT INC
171 W 85TH STNEW YORKNY10024133264005501c3$46,000HOLOCAUST GRANT
THE BLUE CARD INC
171 MADISON AVE 1405NEW YORKNY10016131623910501c3$45,000HOLOCAUST GRANT
JEWISH SOCIAL SERVICE AGENCY
THE INA KAY BUILDING 200 WOOD HILLROCKVILLEMD20850530196598501c3$45,000HOLOCAUST GRANT
RUTH & NORMAN RALES JEWISH FAMILY SERVICES (BOCA R
6413 CONGRESS AVE 225BOCA RATONFL33428651115689501c3$45,000HOLOCAUST GRANT
GENERATION HOUSING INITIATIVE CHICAGO IL
350 W HUBBARD ST STE 500CHICAGOIL60654811349143501c3$42,613HOLOCAUST GRANT
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048951643388501c3$42,500HOLOCAUST GRANT
JEW FAMILY SERVICE OF DALLAS
5402 ARAPAHO RDDALLASTX75248320307257501c3$41,111HOLOCAUST GRANT
JEWISH FAMILY SERVICES OF DALLAS
5402 ARAPAHO RDDALLASTX75248751992728501c3$41,111HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF ST PAUL
1633 7TH ST WST PAULMN55102410694697501c3$40,371HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF ATLANTIC AND CAPE MAY COU
1413 CANTILLON BLVDMAY LANDINGNJ08330223843135501c3$39,125HOLOCAUST GRANT
JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PH
2100 ARCH STPHILADELPHIAPA19103231352026501c3$38,020HOLOCAUST GRANT
JEW FAMILY SERVICE OF METROWEST NJ
570 W MT PLEASANT AVE SUITE 106LIVINGSTONNJ07039221687995501c3$37,249HOLOCAUST GRANT
DR STANLEY AND PEARL GOODMAN JEWISH FAMILY SERVIC
5890 S PINE ISLAND RD - STE 20FORT LAUDERDALEFL33328465507093501c3$35,200HOLOCAUST GRANT
GUARDIANS OF THE SICK
5216 11TH AVENUEBROOKLYNNY11219116003433501c3$35,000HOLOCAUST GRANT
AFYA FOUNDATION
140 SAW MILL RIVER ROADYONKERSNY10701261300361501c3$35,000DISASTER RELIEF
MORSELIFE FOUNDATION
4847 DAVID S MACK DR WESTPALM BEACHFL33417592774476501c3$34,500HOLOCAUST GRANT
JEWISH FAMILY & CHILD SERVICE PORTLAND
1121 SW YAMHILL ST SUITE 301PORTLANDOR92705930386851501c3$32,689HOLOCAUST GRANT
JEWISH FEDERATION OF RALEIGH-CARY
8210 CREEDMOOR RD 104RALEIGHNC27613561553301501c3$31,211HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF THE CINCINNATI AREA
8487 RIDGE AVECINCINNATIOH45236310744786501c3$30,000HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF SAN DIEGO
8804 BALBOA AVESAN DIEGOCA92123951644024501c3$28,701HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF CENTRAL NJ
655 WESTFIELD AVENUEELIZABETHNJ07208221487364501c3$27,500HOLOCAUST GRANT
JEWISH FAMILY SERVICE OF METRO DETROIT
6555 WEST MAPLE ROADWEST BLOOMFIELDNJ48322380691329501c3$26,250HOLOCAUST GRANT
ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC
3921 FABIAN WAYPALO ATLOCA94303462118255501c3$25,000DISASTER RELIEF
JEWISH COMMUNITY LEGACY PROJECT
5256 WEATHERWOOD TRCEMARIETTAGA30068811708125501c3$25,000LEGACY PROJECT GRANT
JEWISH FAMILY AND CHILDREN'S SERVICE (PHOENIX AZ)
4747 N 7TH ST SUITE 100PHOENIXAZ85014860096781501c3$25,000HOLOCAUST GRANT
GLADWYNE PRESBYTERIAN CHURCH
1321 BEAUMONT DRIVEGLADWYNEPA19035236050644501c3$24,000JEWISH EDUCATION
ELAYNE AND JAMES SCHOKE JEWISH FAMILY SERVICE OF F
196 GRAYROCK PLACESTAMFORDCT06901061130830501c3$20,000HOLOCAUST GRANT
JEWISH FEDERATION OF EL PASO
7110 N MESA STEL PASOTX79912741168038501c3$16,859DISASTER RELIEF
JEWISH FED SOUTHERN NEW JERSEY
1301 SPRINGDALE RD 200CHERRY HILLNJ08003210634489501c3$16,503NATIONAL YOUNG
FOUNDATION FOR PUERTO RICO
1511 CALLE ANTONSANTI SUITE K LASAN JUANPR00909660413230501c3$15,000DISASTER RELIEF
JCC ROCKAWAY PENINSULA - 6320 COVID 19 URGENT RE
1525 CENTRAL AVENUEFAR ROCKAWAYNY11691112425813501c3$11,000HOLOCAUST GRANT
GRAND RAPIDS FEDERATION
2727 MICHIGAN NEGRAND RAPIDSMI49506386099686501c3$8,000JEWISH EDUCATION
JEWISH FEDERATION OF LAS VEGAS
9510 W SAHARA AVELAS VEGASNV89117880098500501c3$8,000JEWISH EDUCATION
JEWISH FEDERATION GREATER DAYTON INC
525 VERSAILLES DRDAYTONOH45459310537488501c3$7,800JEWISH EDUCATION
JEWISH FED OF ATLANTIC AND CAPE MAY COUNTIES
501 N JEROME AVEMARGATE CITYNJ08402210632971501c3$7,500JEWISH EDUCATION
BRANDEIS UNIVERSITY
415 SOUTH STREETWALTHAMMA024549110042103552501c3$7,500DATABANK GRANT
UNITED ISRAEL APPEALINC
25 BROADWAY SUITE 1700NEW YORKNY10004131760102501C3$168,577,117SEE PART IV
FieldValueIRS element (for citing)
Total501c3 Org67Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2:UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED, THE COMMITTEE'S MONITOR THE USED OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501(c)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F.
Schedule I, Part II, Line 1(H):THE PURPOSE OF GRANTS TO UNITED ISRAEL APPEAL, INC. WAS TO SUPPORT PROGRAM SERVICES RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY AND EMERGENCY RELIEF.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Gerrald B Silverman
President & CEO thru 9/2019$467,613$3,086$18,719$29,494$518,912
Eric Fingerhut
President & CEO eff. 7/2019$292,085$1,815$14,067$15,310$323,277
Mark Gurvis
Executive Vice President$404,390$4,356$5,500$35,888$450,134
Pamela A Zaltsman
Chief Financial Officer$178,187$1,665$3,616$5,467$188,935$59,396$555$1,205$1,822$62,978
Becky Porath
General Counsel$176,706$359$3,850$38,864$219,779
Brian Abrahams
Senior Vice President$43,401$142,673$9,061$195,135
Becky Caspi
Director General Israel Office$270,968$32,419$42,477$35,353$381,217
William Daroff
Senior Vice President$270,506$1,265$5,308$32,309$309,388
Pam Kurtzman
Senior Vice President$165,256$768$3,299$3,666$172,989
Renee Rothstein
Senior Vice President$244,549$51,983$4,826$19,020$320,378
David Mallach
V-UIA/Executive VP-IEF$66,152$3,150$1,474$15,410$86,186$99,228$4,724$2,211$23,116$129,279
Shari Cohen
Vice President$273,051$2,597$4,076$35,931$315,655
Kimberlee Fish
Executive Director$209,097$458$4,348$17,620$231,523
Irit Gross
Associate Vice President$216,800$441$4,606$34,580$256,427
David Kessel
Associate Vice President$265,895$891$5,417$9,689$281,892
Beth Mann
Vice President$212,218$3,148$4,494$21,792$241,652

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a:THERE ARE SEVERAL MEETINGS DURING THE YEAR WHICH REQUIRE THE ATTENDANCE OF THE SPOUSE OF THE CEO.
Schedule J Part I, Line 4a:Brian Abrahams, Senior Vice President thru 2/2019, received a severance payment of $142,200 which is included on Part II, Line B(iii). Renee Rothstein, Senior Vice President thru 10/2019, received a severance payment of $49,637. which is included on Part II, Line B(iii).
Schedule J, Part I, Line 8:AMOUNTS WERE PAID TO GERRALD SILVERMAN, PRESIDENT/CEO THRU SEPTEMBER 2019, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-(A) 3. A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND GERRALD SILVERMAN. GERRALD SILVERMAN WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 7, 2009. THE STARTING DATE ACCORDING TO THE CONTRACT WAS SEPTEMBER 30, 2009 FOR A CONTRACT OF FIVE YEARS THAT EXPIRED SEPTEMBER 2014. FROM SEPTEMBER 2014 THERE IS A RENEWAL OF CONTRACT THAT EXPIRED SEPTEMBER 2019. AMOUNTS WERE PAID TO ERIC FINGERHUT, PRESIDENT/CEO EFFECTIVE AUGUST 2019, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-(A) 3. A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND ERIC FINGERHUT. ERIC FINGERHUT WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 22, 2019. THE STARTING DATE ACCORDING TO THE CONTRACT WAS JULY 22, 2019 FOR A CONTRACT OF FIVE YEARS.
Schedule J, Part II:SALARIES RELATED TO THE WORK PERFORMED FOR UNITED ISRAEL APPEAL, INC. (A RELATED 501(C)(3) ORGANIZATION) BY PAMELA ZALTSMAN, CHIEF FINANCIAL OFFICER, AND DANIEL MALLACH, V-UIA/EXECUTIVE VP-IEF, WERE PAID BY JFNA AND RECORDED IN EXPENSES IN JFNA FINANCIAL STATEMENTS. SIX MEMBERS OF THE BOARD OF TRUSTEES OF THE JFNA ARE ON THE BOARD OF DIRECTORS OF UIA.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJennifer HillelPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionRELATIVE OF BOARD TRUSTEERelationshipDescriptionTxt
Transaction$113,847TransactionAmt
TransactionWagesTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4D:OTHER PROGRAM SERVICES: THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING ISRAEL FIRES, HOUSTON FLOODS, PHILIPPINE TYPHOON, HAITI EARTHQUAKE JAPAN EARTH QUAKE. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH AND CREATE THE LIFE AND LEGACY PROGRAM IN THEIR COMMUNITIES. CREATE A JEWISH LEGACY ENCOURAGES THE CREATION OF BEQUESTS BY INDIVIDUAL DONORS TO THEIR LOCAL FEDERATIONS, JEWISH COMMUNITY FOUNDATIONS, AGENCIES AND SYNAGOGUES. ISRAEL AND OVERSEAS - JFNA WORKS CLOSELY WITH OUR OVERSEAS PARTNERS TO CARE FOR JEWS IN NEED AND BUILD COMMUNITY IN ISRAEL AND 60-PLUS NATIONS WORLDWIDE. JFNA ISRAEL ALSO ASSESSES FEDERATION-FUNDED SOCIAL SERVICE EFFORTS IN ISRAEL AND HELPS ENSURE FEDERATION FUNDS ARE USED EFFECTIVELY. JFNA ISRAEL WORKS WITH THE GOVERNMENT OF ISRAEL ON ISSUES OF PUBLIC POLICY AND DIPLOMACY AND HELPS CONNECT THE ISRAEL PUBLIC TO JEWISH FEDERATION WORK. U.S. GOVERNMENT GRANT - ADVANCING PERSON-CENTERED, TRAUMA-INFORMED SUPPORTIVE SERVICES FOR HOLOCAUST SURVIVORS. AFTER WITNESSING THE DARKEST PERIOD OF THE LAST CENTURY, HOLOCAUST SURVIVORS BUILT A NEW LIFE IN THE U.S. AND ENRICHED OUR COUNTRY. BUT NOW THEY ARE OLDER AND INCREASINGLY FRAIL. MOST ARE IN THEIR 80S AND 90S, AND ONE IN FOUR LIVES IN POVERTY. AS A GROUP, THEY ARE AT RISK FOR POOR PHYSICAL AND MENTAL HEALTH, DEPRESSION, AND SOCIAL ISOLATION. SADLY, ALTHOUGH WE LOSE HOLOCAUST SURVIVORS EACH DAY, THE COST OF SUPPORTING THE REMAINING SURVIVORS WHO ARE GROWING FRAILER AND IN NEED OF MORE SERVICES INCREASES. IN RECOGNITION OF THESE INCREASED NEEDS, THE JEWISH FEDERATIONS OF NORTH AMERICA WORKS WITH COMMUNITIES TO RAISE MONEY TO SUPPORT HOLOCAUST SURVIVOR SERVICES AND WORKS WITH THE FEDERAL GOVERNMENT TO IMPLEMENT A GRANT PROGRAM TO PROVIDE PERSON-CENTERED, TRAUMA-INFORMED CARE FOR HOLOCAUST SURVIVORS. JFNA AWARDS SUBGRANTS TO LOCAL COMMUNITIES TO PROVIDE THE SERVICES USING BOTH PHILANTHROPIC AND FEDERAL FUNDS. IT IS OUR DESIRE TO ENSURE THAT HOLOCAUST SURVIVORS ARE ABLE TO AGE IN PLACE IN THEIR HOMES AND COMMUNITIES WITH DIGNITY AND SECURITY. TALENT: JFNA IS DEVOTED TO ENSURING THAT JEWISH FEDERATIONS CONNECT WITH THE TOP PROFESSIONAL AND VOLUNTEER TALENT IN THE COMMUNITY. JFNA'S MANDEL CENTER FOR LEADERSHIP EXCELLENCE WORKS WITH FEDERATIONS TO PROVIDE THE TOOLS THEY REQUIRE TO IDENTIFY, RECRUIT, DEVELOP AND RETAIN TALENTED PROFESSIONALS AND TO CONTINUE TO CONNECT WITH TOP VOLUNTEERS.
FORM 990, PART VI, SECTION A, LINE 6:THROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. FEDERATION MEMBERS CORPORATION IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THIS GROUP OF TRUSTEES. THE REMAINING TRUSTEES ARE APPOINTED BY OUR DELEGATE ASSEMBLY, ESSENTIALLY MADE UP OF FEDERATION REPRESENTATIVES PURSUANT TO REPRESENTATION SPECIFICATIONS PROVIDED UNDER THE JEWISH FEDERATIONS OF NORTH AMERICA BY-LAWS.
FORM 990, PART VI, SECTION A, LINE 7A & 7B:UNDER THE CORPORATION BY-LAWS THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B:THE 990 WAS PREPARED BY THE JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM 990 IS REVIEWED BY JFNA MANAGEMENT BEFORE BEING PRESENTED FOR AUDIT BY INDEPENDENT AUDITORS AND REVIEWED BY THE JFNA AUDIT COMMITTEE, AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES, BEFORE FILING. THE FORM 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C:CONFLICT OF INTEREST POLICY MEMBERS OF JFNA'S PROFESSIONAL STAFF SERVE A PUBLIC INTEREST ROLE AND HAVE A DUTY TO CONDUCT ALL AFFAIRS OF JFNA IN A MANNER CONSISTENT WITH THIS CONCEPT. ALL DECISIONS MADE BY STAFF ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF JFNA AND THE PUBLIC GOOD. THIS POLICY IS INTENDED TO CLEARLY ESTABLISH JFNA'S POLICIES AND PROCEDURES WITH REGARD TO ACTIVITIES ENGAGED IN BY MEMBERS OF THE PROFESSIONAL STAFF THAT MAY BE CONSIDERED A CONFLICT OF INTEREST. JFNA'S GENERAL COUNSEL, CHIEF FINANCIAL OFFICER AND HEAD OF THE HUMAN RESOURCES DEPARTMENT WILL MONITOR COMPLIANCE WITH THIS POLICY. ADMINISTRATION OF THIS POLICY WILL BE THE RESPONSIBILITY OF THE CEO/PRESIDENT OR EXECUTIVE VICE PRESIDENT. A "CONFLICT OF INTEREST" MAY EXIST WHENEVER THE PERSONAL INTERESTS OF A JFNA EMPLOYEE INTERFERE - OR HAVE THE APPEARANCE THAT THEY MIGHT POTENTIALLY INTERFERE - IN ANY WAY WITH THE INTERESTS OF JFNA. A CONFLICT MAY EXIST WHEN AN EMPLOYEE TAKES ACTIONS OR HAS BUSINESS INTERESTS THAT MAKE IT DIFFICULT TO PERFORM HIS OR HER WORK OBJECTIVELY AND EFFECTIVELY. CONFLICTS MAY ALSO ARISE WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY RECEIVES AN IMPROPER PERSONAL BENEFIT AS A RESULT OF THE EMPLOYEE'S POSITION IN JFNA, WHETHER RECEIVED FROM JFNA OR A THIRD PARTY. PROFESSIONAL STAFF MEMBERS ARE REQUIRED TO AVOID ALL CONFLICTS OF INTEREST UNLESS THEY RECEIVE PRIOR APPROVAL IN WRITING FROM THE CEO/PRESIDENT OR DESIGNATE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH JFNA'S COUNSEL PRIOR TO MAKING A DETERMINATION. ALTHOUGH IT IS NOT POSSIBLE TO SPECIFY EVERY ACTION THAT MIGHT CREATE A CONFLICT OF INTEREST, THIS POLICY SETS FORTH THE ONES THAT MOST FREQUENTLY PRESENT PROBLEMS. THE POTENTIAL FOR A CONFLICT OF INTEREST EXISTS WHEN JFNA'S EMPLOYEES OR MEMBERS OF THEIR FAMILIES: 1. HAVE A FINANCIAL INTEREST IN, BUSINESS RELATIONSHIP WITH, OR INDEBTEDNESS TO AN ENTITY WITH WHICH THEY DO OR SEEK BUSINESS ON BEHALF OF JFNA; 2. ACCEPT PAYMENTS, LOANS, SERVICES, OR GIFTS FROM ANYONE DOING OR SEEKING TO DO BUSINESS WITH JFNA; 3. ARE OFFICERS, DIRECTORS, PARTNERS, INFLUENTIAL EMPLOYEES OR CONSULTANTS TO ANY ORGANIZATION DOING OR SEEKING TO DO BUSINESS WITH JFNA; 4. HAVE FAMILY MEMBERS WHO ARE MEMBERS OF JFNA'S BOARD OF TRUSTEES AND/OR COMMITTEE STRUCTURE; OR 5. ENGAGE IN CONDUCT WHICH IS ADVERSE OR HARMFUL TO THE POLICIES, PURPOSES AND GOALS OF JFNA. JFNA'S LEADERSHIP, INCLUDING MEMBERS OF THE PROFESSIONAL STAFF, HOLD POSITIONS OF TRUST TO DONORS AND OUR BENEFICIARIES. MOREOVER, CHARITIES SERVE A PUBLIC INTEREST AND JFNA HOLDS A POSITION OF SPECIAL PROMINENCE AMONG AMERICAN CHARITIES. TO PRESERVE THIS TRUST, JFNA MUST PRESUME THAT TRANSACTIONS ARE NOT AT ARMS-LENGTH WHEN THEY ARE BETWEEN PERSONS WHOSE RELATIONSHIP MAY SUGGEST A POTENTIAL CONFLICT OF INTEREST, AND TO PROTECT JFNA FROM THE TAINT OF IMPROPRIETY, ACTUAL OR PERCEIVED, WE WILL SUBJECT SUCH TRANSACTIONS TO A CLOSER SCRUTINY AND MORE RIGOROUS OVERSIGHT THAN WOULD OTHERWISE APPLY TO OTHER TRANSACTIONS. EMPLOYEES ARE ALSO REQUIRED TO OBTAIN WRITTEN APPROVAL FROM THE CEO/PRESIDENT OR DESIGNATE BEFORE PARTICIPATING IN OUTSIDE WORK ACTIVITIES. APPROVAL WILL BE GRANTED UNLESS THE ACTIVITY CONFLICTS WITH JFNA'S INTEREST. PLEASE SEE JFNA'S EMPLOYEE HANDBOOK FOR INFORMATION ON THE TYPES OF OUTSIDE WORK ACTIVITIES THAT WOULD NOT BE ALLOWED. SCOPE: THIS POLICY APPLIES TO ALL EMPLOYEES INVOLVED IN CONTRACTING FOR GOODS OR SERVICES ON BEHALF OF JFNA AND TO ALL PROFESSIONAL STAFF. DISCLOSURE: MEMBERS OF THE PROFESSIONAL STAFF SHALL BE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT ATTESTING: THAT THEY HAVE READ AND ARE FAMILIAR WITH THE POLICY; THAT NEITHER THEY, NOR TO THE BEST OF THEIR KNOWLEDGE, THEIR FAMILY MEMBERS, HAVE IN THE PAST ENGAGED, ARE PRESENTLY ENGAGING, OR PLAN TO ENGAGE IN ANY ACTIVITY THAT PRESENTS A POTENTIAL CONFLICT OF INTEREST. DISCLOSURES REQUIRED FROM MEMBERS OF THE STAFF MUST BE DIRECTED IN WRITING TO THE HEAD OF THE HUMAN RESOURCES DEPARTMENT. IN THE EVENT THAT MEMBERS OF THE STAFF BECOME AWARE OF A CONFLICT, THEY SHALL DISCLOSE SUCH INFORMATION TO THE HEAD OF HUMAN RESOURCES, CHIEF FINANCIAL OFFICER, OR JFNA'S GENERAL COUNSEL, WHO WILL COMMUNICATE TO THE CEO/PRESIDENT OR THE EXECUTIVE VICE PRESIDENT THOSE DISCLOSURES THAT ARE REQUIRED BY THIS POLICY. THESE DISCLOSURES SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTERESTS OF JFNA WOULD BE SERVED BY COMMUNICATING THE INFORMATION TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST. ANY STAFF MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER OR WHO HAS QUESTIONS ABOUT THIS POLICY SHOULD CONTACT HUMAN RESOURCES. ANY STAFF MEMBER MAY REQUEST A DECISION REGARDING WHETHER A PARTICULAR CIRCUMSTANCE CREATES A CONFLICT OF INTEREST FROM THE CEO/PRESIDENT OR DESIGNATE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) WHO WILL CONFER WITH JFNA'S COUNSEL TO DETERMINE WHETHER A POSSIBLE CONFLICT EXISTS. REPORTING: THE CEO/PRESIDENT OR DESIGNATE SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED. PENALTY FOR NON-COMPLIANCE: A VIOLATION OF THIS POLICY WILL RESULT IN IMMEDIATE AND APPROPRIATE DISCIPLINE, UP TO AND INCLUDING TERMINATION.
FORM 990, PART VI, SECTION B, LINE 13:THE JEWISH FEDERATIONS OF NORTH AMERICA'S BOARD OF TRUSTEES ADOPTED THIS "WHISTLEBLOWER POLICY" WHICH SETS FORTH PROCEDURES THAT JFNA TRUSTEES, OFFICERS, EMPLOYEES AND VOLUNTEERS ("COVERED PERSONS") MAY FOLLOW TO REPORT ALLEGED MISCONDUCT. THIS POLICY APPLIES TO COVERED PERSONS, AND SHALL BE DISTRIBUTED TO ALL JFNA TRUSTEES, OFFICERS, EMPLOYEES, AND TO VOLUNTEERS. THE OBJECTIVES OF THIS WHISTLEBLOWER POLICY ARE TO ENCOURAGE AND ENABLE COVERED PERSONS, WITHOUT FEAR OF RETALIATION, TO RAISE CONCERNS REGARDING SUSPECTED VIOLATIONS OF JFNA POLICIES, UNETHICAL AND/OR ILLEGAL CONDUCT OR PRACTICES SO THAT JFNA CAN ADDRESS AND CORRECT INAPPROPRIATE CONDUCT AND ACTIONS. REPORTING OF CONCERNS OR COMPLAINTS: JFNA IS COMMITTED TO TAKING ACTION TO PREVENT MISCONDUCT, INCLUDING FRAUD, VIOLATIONS OF LAW, VIOLATIONS OF JFNA POLICIES, AND IMPROPER ACCOUNTING OR AUDIT PRACTICES ("MISCONDUCT"). COVERED PERSONS SHOULD PROMPTLY COME FORWARD AND REPORT ANY INSTANCES IN WHICH THEY BECOME AWARE OF MISCONDUCT OR POTENTIAL MISCONDUCT, WITHOUT REGARD TO THE IDENTITY OR POSITION OF A SUSPECTED OFFENDER. FOR THIS PURPOSE AND DESCRIBED HEREIN, AN OUTSIDE ORGANIZATION HAS BEEN AUTHORIZED TO RECEIVE COMPLAINTS OF SUSPECTED MISCONDUCT. HOW TO REPORT CONCERNS OR COMPLAINTS: COVERED PERSONS MAY COMMUNICATE SUSPECTED MISCONDUCT BY CALLING THE TOLL-FREE TELEPHONE NUMBER (800) 482-3920 IN THE US OR CANADA OR, IN ISRAEL, FROM AN OUTSIDE LINE DIAL 1(800) 94-94-949; A VOICE PROMPT WILL THEN ASSIST THE CALLER IN DIALING THE TOLL-FREE NUMBER. ANOTHER OPTION IS TO MAKE A REPORT USING THE FOLLOWING CONFIDENTIAL WEBSITE: WWW.ETHICSPOINT.COM. BOTH THE TELEPHONE NUMBER AND THE WEBSITE ARE HOSTED BY "ETHICSPOINT," AN INDEPENDENT PRIVATE ORGANIZATION WHICH IS NOT AFFILIATED WITH JFNA AND WHICH PROVIDES A CONFIDENTIAL WAY FOR COVERED PERSONS TO REPORT SUSPECTED MISCONDUCT. IN ORDER TO BE BETTER EQUIPPED TO RESPOND TO ANY INFORMATION OR COMPLAINT, IT WOULD BE HELPFUL IF THE CALLER IDENTIFIES HIM OR HERSELF AND PROVIDES THEIR TELEPHONE NUMBER AND OTHER CONTACT INFORMATION WHEN MAKING THE REPORT. HOWEVER, IF ANONYMITY IS PREFERRED, IT IS NOT NECESSARY THAT ONE'S NAME OR POSITION BE DISCLOSED AND CALLER ID WILL NOT BE ACTIVATED ON THE LINE. REGARDLESS OF WHETHER IDENTIFICATION IS GIVEN, PLEASE PROVIDE AS MUCH INFORMATION AS POSSIBLE SO AS TO ENABLE A THOROUGH INVESTIGATION, INCLUDING WHERE AND WHEN THE ACT OR INCIDENT OCCURRED, NAMES AND TITLES OF THE INDIVIDUALS INVOLVED, AND ANY OTHER RELEVANT DETAILS. ALTERNATIVELY, EMPLOYEES MAY ALSO RAISE CONCERNS ABOUT SUSPECTED MISCONDUCT TO JFNA'S EXECUTIVE VICE PRESIDENT AND/OR HEAD OF THE HUMAN RESOURCES DEPARTMENT. A FEW EXAMPLES OF WHAT TO REPORT: ACCOUNTING AND AUDITING MATTERS: THE IMPROPER SYSTEMATIC RECORDING AND ANALYSIS OF JFNA'S BUSINESS AND/OR FINANCIAL TRANSACTIONS. EXAMPLES INCLUDE MISSTATEMENT OF CONTRIBUTIONS, EXPENSES, ASSETS AND/OR MISAPPLICATIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND WRONGFUL TRANSACTIONS. CONFLICTS OF INTEREST: A SITUATION IN WHICH A COVERED PERSON HAS A PRIVATE OR PERSONAL INTEREST SUFFICIENT TO APPEAR TO INFLUENCE THE OBJECTIVE EXERCISE OF HIS/HER OFFICIAL DUTIES. AN EXAMPLE IS IF JFNA HAS ENTERED INTO A CONTRACT FOR A COMPANY'S SERVICES AND A COVERED PERSON RESPONSIBLE FOR THE ENGAGEMENT HAS FAILED TO INFORM JFNA THAT HE OR SHE HAS A RELATIVE WHO IS A PRINCIPAL IN THAT COMPANY. FALSIFICATION OF CONTRACTS, REPORTS OR RECORDS: THIS CONSISTS OF ALTERING, FABRICATING, FALSIFYING OR FORGING ALL OR ANY PART OF A DOCUMENT, CONTRACT OR RECORD FOR THE PURPOSE OF GAINING AN ADVANTAGE OR MISREPRESENTING THE VALUE OF THE DOCUMENT, CONTRACT OR RECORDS. VIOLATION OF LAW: ANY VIOLATION OF APPLICABLE LAW. THE EXAMPLES SET FORTH ABOVE DO NOT LIMIT THE DEFINITION OF MISCONDUCT. BAD FAITH: ANY ALLEGATIONS THAT PROVE TO HAVE BEEN MADE MALICIOUSLY OR IN BAD FAITH WILL BE VIEWED AS A SERIOUS OFFENSE AND COULD SUBJECT THE COVERED PERSON TO DISCIPLINE UP TO AND INCLUDING TERMINATION FROM EMPLOYMENT AND/OR REMOVAL FROM OFFICE OR APPOINTMENT. CONFIDENTIALITY: JFNA WILL TREAT ALL COMMUNICATIONS UNDER THIS POLICY IN A CONFIDENTIAL MANNER TO THE EXTENT POSSIBLE, CONSISTENT WITH THE NEED TO CONDUCT AN ADEQUATE INVESTIGATION. ANY COVERED PERSON RAISING A CONCERN OR COMPLAINT PURSUANT TO THIS POLICY MUST BE ACTING IN GOOD FAITH AND HAVE REASONABLE GROUNDS FOR BELIEVING THE INFORMATION DISCLOSED INDICATES MISCONDUCT. NO RETALIATION: NO COVERED PERSON WHO IN GOOD FAITH REPORTS A CONCERN REGARDING MISCONDUCT SHALL SUFFER INTIMIDATION, HARASSMENT, RETALIATION, DISCRIMINATION OR ADVERSE EMPLOYMENT CONSEQUENCES BECAUSE OF SUCH A REPORT. ANY COVERED PERSON WHO RETALIATES AGAINST SOMEONE WHO HAS REPORTED A CONCERN OF MISCONDUCT IN GOOD FAITH IS SUBJECT TO DISCIPLINE UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR THEIR APPOINTMENT (AS APPLICABLE). JFNA'S COMMITMENT TO PROTECTING FROM RETALIATION COVERED PERSONS WHO IN GOOD FAITH REPORT SUSPECTED MISCONDUCT HAS BEEN DELEGATED JOINTLY TO THE GENERAL COUNSEL AND HEAD OF THE HUMAN RESOURCES DEPARTMENT. THEY WILL ADMINISTER THE WHISTLEBLOWER POLICY AND REPORT TO THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15A:THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: - SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. - APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. - REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON-UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA IN ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. SOLID SALARY REVIEW ARE DONE EVERY YEAR. OTHER: PROVIDES GUIDANCE ON ANY MAJOR CLAIM BEING MADE AGAINST THE ORGANIZATION AND REVIEWS/APPROVES ANY SETTLEMENT PROPOSALS; LABOR NEGOTIATIONS STRATEGIES; OTHER MATTERS AS DETERMINED BY THE CEO/PRESIDENT. THE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD (CHAIR OF THE COMMITTEE), VICE CHAIR, TREASURER PLUS TWO OTHER MEMBERS. FORM 990, PART VI, SECTION B, LINE 15B: JFNA'S CEO MAKES A RECOMMENDATION TO THE CHAIR OF BOARD WHO IS ALSO CHAIR OF THE COMPENSATION COMMITTEE WHO THEN PRESENTS IT TO THE COMPENSATION COMMITTEE. A SEPARATE CHART IS PROVIDED THAT GIVES RELEVANT INFORMATION ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION. ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION.
FORM 990, PART VI, SECTION C, LINE 18:THE JEWISH FEDERATION OF NORTH AMERICA'S (JFNA) 990 IS AVAILABLE ON ITS WEBSITE, GUIDESTAR AND UPON REQUEST. JFNA RECEIVED ITS RULING FROM THE IRS AS A TAX-EXEMPT CHARITY ON FEBRUARY 1936. JFNA DOES NOT HAVE A COPY OF ITS APPLICATION. AN ORGANIZATION THAT FILED ITS APPLICATION BEFORE JULY 15, 1987, MUST MAKE THE APPLICATION AVAILABLE ONLY IF IT HAD A COPY OF THE APPLICATION ON JULY 15, 1987. SEE NOTICE 88-120 FOR DETAILS.
FORM 990, PART VI, SECTION C, LINE 19:ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE AT REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON ITS WEBSITE - WWW.JEWISHFEDERATIONS.ORG.
FORM 990, PART XI, LINE 9:Adjustment to Minimum Pension Liabilities...$(3,506,254.)
FORM 990, PART XII, LINE 2C:THERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS, FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THE ACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JFBP LLCBusinessNameLine1Txt

US Address USAddress

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Address Line125 BroadwayAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN352221762EIN
Primary ActivitiesTaxExemptBONDPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED ISRAEL APPEAL INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN131760102EIN
Primary ActivitiesADMINISTRATORPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1JFNA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNITED ISRAEL APPLEAL INC
P$503,498EXP PAID JFNA
UNITED ISRAEL APPEAL INC
B$168,577,117GRANT

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part V, Line 1n:CERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND UNITED ISRAEL APPEAL, INC.
Schedule R, Part V, Line 1q:JFNA AND UNITED ISRAEL APPEAL LIST TRANSFER OF CASH AS EXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES.