2020-11-12T10:51:00-06:00 2019-12-31 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2019-01-01 135562424 ORT AMERICA INC % JEFFREY COOPER CFO ORTA 2125057700 75 MAIDEN LANE Suite 10 NEW YORK NY 10038 JEFFREY COOPER CFO & COO 2125057700 2020-11-12 true Paul Hammerschmidt P01384178 2128858000 98.116.121.209 26308920203175000012 2020-11-12 P 39C0125CC38244DCDF9016B1ED97A2DB16F09D4F D70B10EF617FA1489EC280627DA9B4A800B8227E 2019 2021-01-29 14:40:06Z BARBARA BIRCH 75 MAIDEN LANE NEW YORK NY 10038 16353808 false X ORTAMERICA.ORG X 1969 NY THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION 29 29 52 150 249258 216349 12549807 13526593 0 0 549220 482926 534 95895 13099561 14105414 6759668 6474445 0 0 3644050 3884999 0 0 693216 2635224 3191913 13038942 13551357 60619 554057 34892118 33182116 14925587 12038579 19966531 21143537 X THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. false false 6725615 6474445 0 ORT AMERICA PROVIDES FINANCIAL SUPPORT OF THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 38 COUNTRIES WITH ALMOST FOUR MILLION GRADUATES TO DATE. THE CUTTING-EDGE EDUCATION ACQUIRED AT ORT SCHOOLS, COLLEGES AND INTERNATIONAL PROGRAMS PROVIDE MARKETABLE SKILLS THAT ENABLE OVER $300,000 STUDENTS AND BENEFICIARIES ANNUALLY TO ATTAIN SUCCESSFUL CAREERS, BECOME COMMUNITY LEADERS AND LIVE INDEPENDENTLY. AMONG THE RECIPIENTS OF FINANCIAL SUPPORT FROM ORT AMERICA ARE THE ORT PROGRAMS IN THE UNITED STATES, INCLUDED LOS ANGELES ORT TECHNICAL COLLEGE (LA), AND THE JEWISH VOCATIONAL SERVICES CENTER OF DETROIT, EACH OF WHICH HAVE ADULT EDUCATION PROGRAMS ORIENTED TOWARD JOB PLACEMENT IN THEIR CHOSEN FIELD. OVERSEA PROGRAMS THAT ORT AMERICA PROVIDES FUNDING TO INCLUDE KADIMA MADA (SCIENCE JOURNEY), WHICH IS AN INITIATIVE OF THE GLOBAL ORT PROGRAM THAT FOCUSES ON STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) INSTRUCTION AND THE ISRAEL MINISTRY OF EDUCATION TO ELEVATE SCIENCE AND TECHNOLOGY EDUCATION OF LOW-INCOME ISRAELI MIDDLE AND HIGH SCHOOLS AS A MEANS OF ENHANCING OPPORTUNITIES FOR THE STUDENTS SERVED. ORT'S LATIN AMERICA PROGRAM IS ANOTHER KEY RECIPIENT OF FUNDING, ASSURING THAT JEWISH AND OTHER STUDENTS IN ARGENTINA, MEXICO, URUGUAY, AND ELSEWHERE RECEIVE A CUTTING-EDGE EDUCATION LEADING TO MEANINGFUL CAREERS. ANOTHER PRIMARY RECIPIENT OF ORT AMERICA FUNDING IS THE ORT PROGRAM IN THE FORMER SOVIET UNION AND BALTIC STATES. OVER ROUGHLY TWENTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING 27,000 STUDENTS ACROSS TEN TIME ZONES. 4312846 0 0 SUPPORT OF THE GLOBAL ORT PROGRAM RELIES ON AN ACTIVE, KNOWLEDGEABLE, AND MOTIVATED LEADERSHIP AND MEMBERSHIP BASE. THIS, IN TURN, NECESSITATES A SUSTAINABLE STRUCTURE FOR OUTREACH, AS WELL AS LEADERSHIP TRAINING AND NEXT GENERATION INITIATIVES. ORT AMERICAS MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMENS AMERICAN ORT. 704011 0 0 COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICAS GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORTS GLOBAL PROGRAMS, AS WELL AS PROMOTING ORTS VALUES, THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD. 11742472 true true false false false false false false false true true true false true true false true false false false true true false false true false false true false true false false false false false false false false true false false false false true false false false true 24 0 true 52 true true true false false false false true true false false false false false false X 29 29 true false false false true true false true true false true true true true true true true true true true false AL AK AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JEFFREY COOPER CFO 2125057700 75 MAIDEN LANE NEW YORK NY 10038 X JEFFREY COOPER CEO EFF. 1/1/19-12/12/19/CFO 35.0 5.0 X 217830 0 18812 NAOMI REINHARZ DIRECTOR OF MAJOR GIFTS 40.0 0.0 X 150043 0 15349 NICOLE MILLER Midwest Regional Director 40.0 0.0 X 146831 0 15114 LILY JOY SEMBRANO CONTROLLER 35.0 5.0 X 148137 0 7099 ALLISON HALPERN DIRECTOR OF OPERATIONS 40.0 0.0 X 134682 0 14521 LAWRENCE LUDWIG DIR. INFORMATION TECHNOLOGY 40.0 0.0 X 119717 0 13934 Pamela Klier-Weidner EXEC. DIR - ORT CHICAGO 40.0 0.0 X 120000 0 13555 BARBARA BIRCH PRESIDENT & CEO EFF. 12/12/19 40.0 0.0 X 2500 0 0 HOWARD LANZNAR BOARD CHAIR 7.5 0.0 X X 0 0 0 RICHARD BERNSTEIN EXECUTIVE COMMITTEE CHAIR 3.0 1.0 X X 0 0 0 Conrad Giles Member - EXECUTIVE COMMITTEE 3.0 0.0 X 0 0 0 Robert Grey Member - EXECUTIVE COMMITTEE 2.0 1.0 X 0 0 0 LARRY KADIS Member - EXECUTIVE COMMITTEE 4.0 1.0 X 0 0 0 SUELLEN KADIS Member - EXECUTIVE COMMITTEE 0.3 0.0 X 0 0 0 Brad Kolar MEMBER - EXECUTIVE COMMITTEE 4.0 0.0 X 0 0 0 GAIL LANZNAR MEMBER - EXECUTIVE COMMITTEE 4.0 0.0 X 0 0 0 Judy Menikoff MEMBER - EXECUTIVE COMMITTEE 4.0 1.0 X 0 0 0 Bubba Urdan MEMBER - EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 SAUL BERKOWITZ BOARD MEMBER 1.0 0.0 X 0 0 0 Sid Besmertnik BOARD MEMBER 0.3 0.0 X 0 0 0 Baron Vivien de Gunzbu BOARD MEMBER 0.3 0.0 X 0 0 0 Shelly Dreifuss BOARD MEMBER 0.3 0.0 X 0 0 0 Eva Lynn Gans BOARD MEMBER 0.3 0.0 X 0 0 0 Susan Goldman BOARD MEMBER 0.3 0.0 X 0 0 0 Debbie Kanter BOARD MEMBER 0.3 0.0 X 0 0 0 Jonathan Lanznar BOARD MEMBER 0.3 0.0 X 0 0 0 Joan Levin BOARD MEMBER 0.3 0.0 X 0 0 0 Jon Levine BOARD MEMBER 0.3 0.0 X 0 0 0 Leandro Margulis BOARD MEMBER 0.3 0.0 X 0 0 0 Michael Perlmuter BOARD MEMBER 0.3 0.0 X 0 0 0 Barbara Ross BOARD MEMBER 0.3 0.0 X 0 0 0 BARBARA SIEGEL BOARD MEMBER 0.3 0.0 X 0 0 0 Jose Pepe Sigal BOARD MEMBER 0.3 0.0 X 0 0 0 Louanne Smolin BOARD MEMBER 0.3 0.0 X 0 0 0 Andrea Wolfe BOARD MEMBER 0.3 0.0 X 0 0 0 Lawrence Wolfe BOARD MEMBER 0.3 0.0 X 0 0 0 LEWIS ZIPKIN BOARD MEMBER 0.3 0.0 X 0 0 0 1039740 0 98384 9 false true false Shulman Rogers Gandal Pordy Ec 12505 Park Potomac Avenue POTOMAC MD 20854 LEGAL & CONSULTING 260351 Friedman LLP One Liberty Plaza 165 Broadway NEW YORK NY 10006 ACCOUNTING 162257 Blackbaud 2000 Daniel Island Drive CHARLESTON SC 29492 IT SERVICES 152306 MBAF 600 Third Avenue 3rd Floor NEW YORK NY 10016 ACCOUNTING 106732 4 182549 811699 499333 12033012 133039 13526593 0 194982 194982 0 5653 5653 197807 197807 0 197807 249258 -51451 2340375 2052431 287944 287944 287944 35694 811699 195963 -160269 -160269 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 12704 12704 ADMINISTRATIVE INCOME 900099 40000 40000 52704 14105414 0 249258 329563 370289 370289 0 6104156 6104156 0 404534 319948 50201 34385 0 2851546 2255305 353864 242377 85853 67902 10654 7297 277362 219368 34419 23575 265704 210147 32973 22584 0 257428 257428 138103 119603 13616 4884 0 0 58712 58712 253057 219157 24950 8950 0 388676 282244 96548 9884 161506 129328 20210 11968 0 639502 539633 62724 37145 33619 29682 2210 1727 0 205722 187901 9706 8115 0 0 6993 5600 875 518 51257 41045 6414 3798 LOCAL REGIONS & CHAPTERS EXP 664333 406017 258316 EQUIPMENT LEASE EXPENSE 62758 52238 6507 4013 CUSTODY ACCOUNT EXPENSES 40403 1049 39354 SUPPLIES 34051 29679 3289 1083 195793 152181 31015 12597 13551357 11742472 1115669 693216 3827188 2535954 0 296503 18128507 16903592 0 0 0 0 0 0 0 0 0 0 295785 189296 168588 149395 25362 19193 8212451 4794112 1692123 5596367 0 0 0 0 2710702 2847099 34892118 33182116 832806 564649 0 6015018 633268 622009 0 0 0 0 0 0 0 0 0 0 13459513 4836903 14925587 12038579 X -2223088 -1629532 22189619 22773069 19966531 21143537 34892118 33182116 X 554057 1206416 -583467 X false true X true false X 12233253 14693883 22717181 12549807 13526593 75720717 0 0 12233253 14693883 22717181 12549807 13526593 75720717 0 75720717 560962 487878 216609 278259 149184 1692892 93105 170710 225109 127370 249258 865552 1175455 -146713 141715 106042 52704 1329203 79608364 0.95117 0.92920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10236682 73284 807307 314049 10803224 10051759 562701 -228996 148782 10236682 10576787 163814 680993 1369835 10051759 10841845 83937 698185 1047180 10576787 10315531 394055 331644 199385 10841845 0.05630 0.94370 false true true 50973 38671 12302 117615 110724 6891 19193 0 SECURITY DEPOSIT 118018 INVESTMENTS IN R/E PARTNERSHIP 352462 DUE FROM AFFILIATES 823575 BENEFICIAL INTERESTS 1553044 2847099 0 EMPLOYEES SEVERANCE PAYABLE 111694 DEFERRED RENT PAYABLE 187978 ACCRUED POSTRETIREMENT BENEFIT COSTS 420577 SPLIT-INTEREST AGREEMENT OBLIGATIONS 1632040 ACCRUED PENSION PAYABLE 2484614 4836903 15250455 1206416 1206416 14044039 58712 2663 61375 14105414 13492645 13492645 58712 58712 13551357 PART V, LINE 4: THE ORGANIZATION ENDOWMENT FUNDS ARE FOR EDUCATION ASSISTANCE AND SCHOLARSHIPS. THE INCOME EARNED ON THE ENDOWMENTS IS AVAILABLE TO SUPPORT GENERAL OPERATIONS AND EDUCATIONAL PROGRAMS. PART XI, LINE 4B: Change in value of split-interest agreements....$(2,663.) true Europe (Including Iceland and Greenland) Grantmaking 3381794 Middle East and North Africa Grantmaking 2374644 South America Grantmaking 208550 Russia and the Newly Independent States Grantmaking 57168 North America Grantmaking 82000 6104156 6104156 Europe (Including Iceland and Greenland) financial 3381794 Middle East and North Africa financial 2374644 South America financial 208550 Russia and the Newly Independent States financial 57168 North America financial 82000 1 false false false false false false PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS OVERSEAS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE FOREIGN ENTITY AND REVIEWED. summer auction 567004 566804 200 143558 CLEV. brunch 168227 160843 7384 25539 1 112162 84052 28110 26866 847393 811699 35694 195963 195963 -160269 true Los Angeles ORT College 6435 Wilshire Blvd LOS ANGELES CA 90048 133281910 501(c)(3) 136234 scholarship/ Chicago ORT Technical Institute 5440 Fargo Avenue Skokie IL 60077 010850994 501(c)(3) 115612 scholarship/ Hermelin ORT Resource Center JVS 6600 W Maple RD W B Twnsp MI 48322 381358013 501(C)(3) 67203 scholarship/ U S ORT Operations Inc 69-30 Austin St Forest Hills NY 11375 421719019 501(c)(3) 24463 scholarship/ THE Baruch College Fund 55 Lexington Ave NEW YORK NY 10010 237039817 501(C)(3) 22500 scholarship/ 5 PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE ENTITY AND REVIEWED. X X false false false false false false false true false JEFFREY COOPER CEO EFF. 1/1/19-12/12/19/CFO 167830 0 50000 0 0 0 9405 0 9407 0 236642 0 0 0 NICOLE MILLER Midwest Regional Director 141831 0 5000 0 0 0 5983 0 9131 0 161945 0 0 LILY JOY SEMBRANO CONTROLLER 148137 0 0 0 0 0 5983 0 1116 0 155236 0 0 0 NAOMI REINHARZ DIRECTOR OF MAJOR GIFTS 145043 0 5000 0 0 0 6200 0 9149 0 165392 0 0 0 PART I, LINE 7: SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. X 15 120371 market quotation X 1 12668 fair market value false false false PART I, COLUMN (B): THE NUMERICAL DATA HERE REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2: Lawrence Kadis and Suellen Kadis are husband and wife; Howard Lanznar and Gail Lanznar are husband and wife and Jonathan Lanznar is their son. FORM 990, PART VI, SECTION A, LINE 6: THE QUALIFICATIONS FOR MEMBERSHIP ARE AS FOLLOWS: ANY PERSON WHO SUBSCRIBES TO THE PURPOSES OF ORT AMERICA AND PAYS ANNUAL DUES OR MAKES A CONTRIBUTION EQUAL TO OR GREATER THAN THE ANNUAL DUES AMOUNT SHALL BE DEEMED A MEMBER. A PERSON MAY ACQUIRE MEMBERSHIP THROUGH A CHAPTER OR OTHER UNIT OF ORGANIZATION OF ORT AMERICA, BE A MEMBER-AT-LARGE OR A LIFE MEMBER OR HAVE SUCH OTHER STATUS AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A EVERY THREE YEARS AT THE ANNUAL MEETING THERE WILL BE AN ELECTION OF OFFICERS AND BOARD MEMBERS AT THE MEETING OF THE MEMBERS, EACH MEMBER SHALL BE ENTITLED TO ONE VOTE MEMBERS SHALL NOT BE ENTITLED TO VOTE BY PROXY AT ANY MEETING OF THE MEMBERS, THERE SHALL BE PRESENT 100 MEMBERS OR 10% Of THE TOTAL NUMBER OF MEMBERS, WHICHEVER IS LESS, IN ORDER TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: THE POLICY CALLS FOR THE CHIEF EXECUTIVE OFFICER OF ORT AMERICA, INC. AND THE CHAIR OF THE AUDIT COMMITTEE TO COLLECT AND REVIEW THE STATEMENTS AND ANNUALLY SUBMIT TO THE AUDIT COMMITTEE A REPORT LISTING THE CONFLICT OF INTEREST DISCLOSED ON THE STATEMENTS AND THE ACTIONS, IF ANY, TAKEN BY ORT AMERICA IN RESPONSE. ALL INDIVIDUALS CONSIDERED TO BE KEY INDIVIDUALS MUST COMPLETE AND SIGN OFF ON THE POLICY. KEY INDIVIDUALS ARE COLLECTIVELY DEFINED AS OFFICERS AND DIRECTORS OF THE BOARD, ALL OTHER KEY VOLUNTEERS IN REGIONS AND CHAPTERS, AND KEY EMPLOYEES IN THE NATIONAL AND REGIONAL OFFICES. THE POLICY ALSO CALLS FOR KEY INDIVIDUALS AT MEETINGS WHERE THERE WILL BE DELIBERATION OR VOTING TO FULLY DISCLOSE ANY CONFLICT TO THE PERSON CHAIRING THE MEETING. FAILURE TO COMPLY WITH THE POLICY IS GROUNDS FOR REMOVAL FROM OFFICE. ANY POTENTIAL CONFLICTS ARE RAISED TO THE APPROPRIATE INDIVIDUALS. THOSE WHICH ARE RAISED TO THE CEO WILL THEN BE INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15: IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION, THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATIONS TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATIONS TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PROPERTY VALUATION LOSS..........................$(1,488,222.) PENSION AND OTHER POSTRETIREMENT-RELATED COSTS...$907,418. Change in value of split-interest agreements.....$(2,663.) TOTAL............................................$(583,467.) WOMEN'S AMERICAN ORT FOUNDATION 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 366161357 RAISE FUNDS NY 501(C)(3) 7 NA false false false true true false false false false false false false true true true true false false true true