2021-05-17T16:00:08-05:00 2020-06-30 BKD LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990PF 2019-07-01 310536670 JHSI INC % TERESA HAUGHT JHSI 5132141200 8044 MONTGOMERY ROAD Suite 516 CINCINNATI OH 45236 BRIAN JAFFEE EXECUTIVE DIRECTOR 5132141204 2021-05-15 true Aaron Hershberger P00961884 5136218300 2019 2022-09-23 18:48:47Z X 328984598 X 0 X 6357142 6357142 7350 7350 7350 5058830 30800727 5058830 511404 0 11934726 11423322 254158 2542 251616 486983 33042 453941 204378 11646 192968 27023 332 0 30375 30280 18168 0 12112 620879 610867 0 12113 104241 31849 90843 4935 86332 33835 1325 36754 5332 290 6006 574777 10861 0 578951 2464578 694008 0 1661168 14385778 14385778 16850356 694008 0 16046946 -4915630 10729314 231597 58200 58200 1174983 194061 194061 8517 517 8517 8517 164119 222453 164119 164119 20165 15740 15740 6167918 0 0 120268142 116073769 209641094 52915808 58926599 65027654 32978869 33766686 44939191 9146086 213624 8918033 8932462 8932462 3425 3560 3560 222901910 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FISHER 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 3.75 0 0 0 ED FRANKEL 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 3.75 0 0 0 BETH GUTTMAN 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 IMMEDIATE PAST PRESIDENT 3.75 0 0 0 BRIAN JAFFEE 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 EXECUTIVE DIRECTOR 40.0 254158 48863 0 GLORIA LIPSON 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 3.75 0 0 0 LESLIE NEWMAN 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 3.75 0 0 0 MICHAEL OESTREICHER 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 3.75 0 0 0 GUY PERI 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 3.75 0 0 0 J DAVID ROSENBERG 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 VP OF INVESTMENT & FINANCE 3.75 0 0 0 JOHN STEIN 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 3.75 0 0 0 MICHAEL BOBERG 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 SR GRANTS OFFICER 34.0 92102 21267 ERIC DAUER 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIRECTOR OF OPS 34.0 108216 16798 TERESA HAUGHT 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIRECTOR OF FINANCE 37.5 139191 29282 KIM NEWSTADT 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIR SPECIAL PROJECTS 27.0 69302 12232 LAUREN SEAL 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 EXEC ASST/OFFICE MGR 34.0 50548 19896 ROSOV CONSULTING LLC 2095 ROSE STREET SUITE 101 BERKLEY CA 947091997 CONSULTING 135756 CALLAN LLC 600 MONTGOMERY ST STE 800 SAN FRANSISCO CA 94111 INVESTMENT 60000 HEITMAN AMERICAN REAL ESTATE TRUST LP 191 NORTH WACKER DRIVE SUITE 2500 CHICAGO IL 60606 INVESTMENT 126834 GROSVENOR INSTITUTIONAL PARTNERS LP 900 NORTH MICHIGAN AVENUE SUITE 11 CHICAGO IL 60611 INVESTMENT 225402 AEW CORE PROPERTY TRUST (US) INC TWO SEAPORT LANE BOSTON MA 022102021 INVESTMENT 132042 1 CONSULTANT-GUIDED DEMOGRAPHIC STUDY OF THE CINCINNATI JEWISH COMMUNITY. 189083 STRATEGIC PLANNING ASSISTANCE TO ELEVEN CONGREGATIONS. 77632 ADULT EDUCATION ASSISTANCE 8000 PARTICIPATION WITH COMMUNITY STAKEHOLDERS IN PLANNING FOR DELIVERY OF SERVICES FOR JEWISH CINCINNATI SENIORS. 2500 PROGRAM-RELATED LAND/REAL ESTATE PURCHASE 255000 255000 319128462 688073 7819018 327635553 0 327635553 4914533 322721020 16136051 16136051 107293 107293 16028758 16028758 16028758 16046946 255000 0 0 0 16301946 107293 16194653 16028758 11848155 2017 2016 2015 0 0 0 16301946 11848155 4453791 0 0 0 0 0 0 11574967 0 0 NONE NONE JHSI INC 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 5132141200 Description of organization, mission statement, etc. to Complete JHSIs Grant Proposal which includes a case statement, goals and objectives, activities, timelines, staffing, budget, anticipated outcomes and measurement as well as IRS determination letter N/A CHARITABLE ORGANIZATIONS Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Scholarships and Development Director 65000 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC 2019/2020 Operations 820500 Cincinnati Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Capacity Building 75000 Cincinnati USA Regional Chamber Fdtn 3 E 4th Street 301 Cincinnati OH 45202 PC REDI - Cincinnati/Israel Economic Development Partnership 76442 Community Congregations 8044 Montgomery Road Cincinnati OH 45236 PC Educational Programming, Congregational Excellence, Engagement and Sustainability 1198563 Greater Cincinnati United Way 2400 Reading Road Cincinnati OH 45202 PC 2019 Annual Campaign 36000 Hebrew Union College - JIR 3101 Clifton Avenue Cincinnati OH 45220 PC Jewish Foundation Rabbinic Fellows Program & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT 993301 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC Director of Student Life and Capacity Building 55000 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Engagement Grant 150000 Ish Festival 427 Tusculum Avenue Cincinnati OH 45226 PC 2020 Off-season Programming 25000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 PC Chai Tots Early Childhood Center; Scholarships, Marketing and Operations Support 181250 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC AgeWell Cincinnati 292608 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC Barbash Family Vital Support Center Operations 110000 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC Private Duty Home Care Business Division 146700 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC Strategic Planning 106456 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 296538 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Community Buildings & Maintenance 210500 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC SAFE Cincinnati 536420 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Shared Business Services 480500 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Talent Management Plan Development and Software System 92844 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC JCRC Leaders in Light 65000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Philanthropic Fund 2500000 Jewish Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 PC Cincinnati Pilot Initiative 25000 JVS Career Services 4540 Cooper Road Suite 300 Cincinnati OH 45242 PC 2019 and 2020 Operations 591839 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2019 and 2020 Operations 473788 Mercy Health Foundation 1701 Mercy Health Place Cincinnati OH 45237 PC Jewish Hospital Modernization and Graduate Medical Education 3255702 Mercy Health Foundation 1701 Mercy Health Place Cincinnati OH 45237 PC Regional COVID Relief Fund 7200 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 PC Operating Support for Cincinnati House 25000 Music Hall Revitalization Company 1203 Walnut Street 4th Floor Cincinnati OH 45202 PC Music Hall Revitalization 20000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC 2019/2020 Operations Support 1377200 Union For Reform Judaism 633 Third Avenue New York NY 10017 PC Regional Coordinator for NFTY and Youth Congregation Outreach 36427 Xavier University 3800 Victory Pkwy Cincinnati OH 45207 PC Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project 60000 14385778 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Health Center/Infirmary Match 135000 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC 2020/2021 Operations 29200 Cincinnati Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Capacity Building 50000 Cincinnati USA Regional Chamber Fdnt 3 E 4th Street 301 Cincinnati OH 45202 PC REDI - Cincinnati/Israel Economic Development Partnership 80000 Community Congregations 8044 Montgomery Road Cincinnati OH 45236 PC Educational Programming, Congregational Excellence, Engagement and Sustainability 3446457 Hebrew Union College - JIR 3101 Clifton Avenue Cincinnati OH 45220 PC Jewish Foundation Rabbinic Fellows Program & Office of Recruitment/Community Engagement 1114237 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Engagement Initiative 50000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC Director of Student Life and Capacity Building 25000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 PC Chai Tots Early Childhood Center: Scholarships, Marketing, and Operations Support 80000 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC AgeWell Cincinnati 237721 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC Barbash Family Vital Support Center Operations 117250 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC Strategic Plan and Capacity Building 40165 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 4858943 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Community Buildings & Maintenance 3357500 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC JCRC Leaders in Light 160000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Honeymoon Israel 2020 Trip 70000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC SAFE Cincinnati 737840 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Shared Business Services 1466500 JVS Career Services 4540 Cooper Road Suite 300 Cincinnati OH 45242 PC Capacity Building 985989 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2020 Operations 75000 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 PC Operating Support for Cincinnati House 25000 Music Hall Revitalization Company 1203 Walnut Street 4th Floor Cincinnati OH 45202 PC Music Hall Revitalization 20000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC 2020/2021 Operations Support and Security Patrol 268715 Union For Reform Judaism 633 Third Avenue New York NY 10017 PC Regional Coordinator for NYFTY and Congregational Outreach 5000 Wexner Foundation 8000 Walton Parkway Suite 110 New Albany OH 43054 PC Wexner Heritage Leadership Development Program 175000 Xavier University 3800 Victory Parkway Cincinnati OH 45207 PC Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project 60000 Ish Festival 427 Tusculum Avenue Cincinnati OH 45226 PC Off-season Programming 75000 17745517 14 6377907 16 7350 18 5058830 MERCY EARN OUT PROCEEDS 01 511404 INCOME FROM PARTNERSHIPS 900099 -20765 -20765 11955491 11934726 false false false false false false false false false false ACCOUNTING FEES 30280 18168 12112 THE STATE OF OHIO DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE FILED WITH THE STATE. IN LIEU OF THE FEDERAL FORM, A VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE IS REQUIRED TO BE COMPLETED AND FILED WITH THE STATE OF OHIO ATTORNEY GENERAL. A COPY OF THE REQUIRED OHIO FORM HAS BEEN FILED. GLOBAL FIXED - CORP BONDS 58926599 65027654 GLOBAL EQUITIES 116073769 209641094 HEDGE FUND OF FUNDS FMV 14500000 20431875 REAL ESTATE TRUSTS FMV 18399411 23274277 VENTURE CAPITAL FUNDS FMV 867275 1233039 LEGAL FEES 27023 332 30375 DEPOSITS 3425 3560 3560 PUBLIC RELATIONS & ADVERTISING 8155 0 0 8155 INSURANCE 37406 1390 0 36015 PROPERTY TAXES 5720 5720 0 0 PROGRAM RELATED EXPENSES 411542 0 0 414996 OTHER EXPENSES 111954 3751 0 119785 OTHER INCOME: MERCY EARNOUT PROCEEDS 511404 0 ADJUSTMENT TO HEDGE FUNDS OF FUNDS 225399 DUE TO JEWISH FOUNDATION 331976 310397 INVESTMENT ADVISORY/MANAGEMENT 610335 610335 0 PROFESSIONAL DEVELOPMENT 9794 532 0 11363 WORKUM INTERN 750 0 750 FEDERAL INCOME TAX MASON MONTGOMERY PROPERTY TAX