2020-04-28T11:07:13-05:00 2019-06-30 BKD LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990PF 2018-07-01 310536670 JHSI INC % TERESA HAUGHT JHSI 5132141200 8044 MONTGOMERY ROAD Suite 516 CINCINNATI OH 45236 TERESA HAUGHT DIRECTOR OF FINANCE 5132141204 2020-05-15 true Aaron Hershberger P00961884 5136218300 167.68.126.162 31025420201195000008 2020-04-28 P 5ECFD7F4488FEC6F6ABE53B187DEB4499E915412 B905753A95C2EB462714B3E3F3F756B9E0E8B6D7 2018 2020-11-19 02:30:22Z X 327456494 X 0 X 6337565 6337565 3950 3950 5584847 33517346 5584847 6770042 0 18696404 11926362 250709 2507 248202 486169 41819 444349 200195 13478 186872 37387 4197 0 211 41858 25115 0 16743 617402 604509 0 10922 110800 31849 89394 5553 84536 21864 1401 21283 5680 353 5245 386102 8536 0 366681 2279409 707468 0 1385044 14595163 14595163 16874572 707468 0 15980207 1821832 11218894 314796 231597 231597 494171 1174983 1174983 517 2213 517 517 222453 220569 222453 22453 26398 20165 20165 6167918 6167918 6015221 121981902 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ROBERT BRANT 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 SECRETARY 3.75 0 0 0 BRET CALLER 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 PRESIDENT 11.25 0 0 0 ARNA POUPKO 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 250709 46650 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 30.0 89421 19970 0 ERIC DAUER 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIRECTOR OF OPS 30.0 105090 17664 0 TERESA HAUGHT 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIRECTOR OF FINANCE 30.0 135151 26012 0 KIM NEWSTADT 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIR SPECIAL PROJECTS 24.0 67307 9836 0 CALLAN LLC 600 MONTGOMERY ST STE 800 SAN FRANSISCO CA 94111 INVESTMENT 60000 AEW Core Property Trust (US) Inc Two Seaport Lane BOSTON MA 022102021 INVESTMENT 127539 ROSOV CONSULTING LLC 2095 ROSE STREET SUITE 101 BERKLEY CA 947091997 CONSULTING 64671 Heitman American Real Estate Trust LP 191 North Wacker Drive Suite 2500 CHICAGO IL 60606 INVESTMENT 126254 Grosvenor Institutional Partners LP 900 North Michigan Avenue Suite 11 CHICAGO IL 60611 INVESTMENT 225741 CONSULTANT-GUIDED DEMOGRAPHIC STUDY OF THE CINCINNATI JEWISH COMMUNITY. 185371 STRATEGIC PLANNING ASSISTANCE TO ELEVEN CONGREGATIONS. 50640 PARTICIPATION WITH COMMUNITY STAKEHOLDERS IN PLANNING FOR DELIVERY OF SERVICES FOR JEWISH CINCINNATI SENIORS. 13398 PARTICIPATION WITH COMMUNITY STAKEHOLDERS IN PLANNING FOR PHYSICAL GROWTH. 1204 309529415 752011 7822199 318103625 0 318103625 4771554 313332071 15666604 15666604 112189 112189 15554415 15554415 15554415 15980207 0 0 0 0 15980207 112189 15868018 15554415 12273947 2016 2015 2014 0 0 0 15980207 12273947 3706260 0 0 0 0 0 0 11848155 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 letter N/A CHARITABLE ORGANIZATIONS American Jewish Archives 3101 Clifton Avenue Cincinnati OH 45220 None PC Central Conference of American Rabbis 41000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 None PC Scholarships and Development Director 65000 Cedar Village Foundation 5467 Cedar Village Drive Mason OH 45040 None PC Public Relations 24000 Cincinnati Children's Hospital MC 3333 Burnet Avenue Cincinnati OH 45229 None PC Israel Fellows Community Engagement Program 156424 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 None PC 2019/2020 Operations 763000 Cincinnati Kollel 2241 Losantiville Avenue Cincinnati OH 45237 None PC Capacity Building 50000 Cincinnati Symphony Orchestra 1241 Elm Street Cincinnati OH 45202 None PC 2017 European Tour 25000 Cincinnati USA Regional Chamber Fdtn 3 E 4th Street 301 Cincinnati OH 45202 None PC REDI - Cincinnati/Israel Economic Development PartNERSHIP 107392 Community Congregations 8044 Montgomery Road Cincinnati OH 45236 None PC Educational Programming, Congregational Excellence, Engagement and Sustainability 1404640 Hebrew Union College - JIR 3101 Clifton Avenue Cincinnati OH 45220 None PC Installation of Klutznick Collection at Skirball Museum 50000 Hebrew Union College - JIR 3101 Clifton Avenue Cincinnati OH 45220 None PC Jewish Foundation Rabbinic Fellows Program & OfficE OF RECRUITMENT/COMMUNITY ENGAGEMENT 558500 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 None PC Director of Student Life and Capacity Building 95000 Hillel Fdtn for Jewish Campus Life 2615 Clifton Avenue Cincinnati OH 45220 None PC Campus Superstar 2019 25000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 None PC Chai Tots Early Childhood Center; Scholarships, Marketing, and Operations Support 150000 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC AgeWell Cincinnati 282092 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC Barbash Family Vital Support Center Operations 107000 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC Private Duty Home Care Business Division 139030 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC Russian-Speaking Seniors 151912 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 527200 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Community Buildings & Maintenance 357800 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC ish Jewish Arts and Cultural Festival 18000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC SAFE Cincinnati 269296 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Shared Business Services 633200 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Talent Management Plan Development and Software SySTEM 148544 JVS Career Services 4540 Cooper Road Suite 300 Cincinnati OH 45242 None PC 2018/2019 Capacity Building 352146 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 None PC 2018 and 2019 Operations 1322500 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 None PC Transportation Pilot Program 23187 Mercy Health Foundation 1701 Mercy Health Place Cincinnati OH 45237 None PC Jewish Hospital Modernization and Graduate Medical education 3385021 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 None PC Operating Support for Cincinnati House 25000 Music Hall Revitalization Company 1203 Walnut Street 4th Floor Cincinnati OH 45202 None PC Music Hall Revitalization 20000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 None PC 2018/2019 and 2019/2020 Operations Support 3028902 Union For Reform Judaism 633 Third Avenue New York NY 10017 None PC Regional Coordinator for NFTY and Youth CongregatiONAL OUTREACH 36877 Wexner Foundation 8000 Walton Parkway Suite 110 New Albany OH 43054 None PC Wexner Heritage Leadership Development Program 175000 Xavier University 3800 Victory Pkwy Cincinnati OH 45207 None PC Public Policy Student Leadership Trip to Israel; EASTERN EUROPEAN JEWISH CEMETERY PROJECT 77500 14595163 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 None PC Development Director 25000 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 None PC 2019/2020 Operations 763784 Cincinnati Kollel 2241 Losantiville Avenue Cincinnati OH 45237 None PC Capacity Building 125000 Cincinnati USA Regional Chamber Fdnt 3 E 4th Street 301 Cincinnati OH 45202 None PC REDI - Cincinnati/Israel Economic Development PartNERSHIP 156442 Cinti Children's Hospital MC 3333 Burnet Avenue Cincinnati OH 45229 None PC Israel Fellows Community Engagement Program 53576 Community Congregations 8044 Montgomery Road Cincinnati OH 45236 None PC Educational Programming, Congregational Excellence, Engagement and Sustainability 3587720 Havayah 1733 Ella Street Cincinnati OH 45223 None PC Out of the Bayit Initiative 25000 Hebrew Union College - JIR 3101 Clifton Avenue Cincinnati OH 45220 None PC Jewish Foundation Rabbinic Fellows Program & OfficE OF RECRUITMENT/COMMUNITY ENGAGEMENT 2107538 Hillel Fdtn For Jewish Campus Life 2615 Clifton Avenue Cincinnati OH 45220 None PC Engagement Initiative 200000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 None PC Director of Student Life and Capacity Building 25000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 None PC Chai Tots Early Childhood Center: Scholarships, MaRKETING, AND OPERATIONS SUPPORT 101250 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC AgeWell Cincinnati 530329 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC Barbash Family Vital Support Center Operations 227250 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC Private Duty Home Care Business Division 146700 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 None PC Strategic Plan and Capacity Building 146620 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC "Strengthening Individual Giving Fundraising" CAPACITY BUILDING INITIATIVE 5269800 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Community Buildings & Maintenance 3740000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Honeymoon Israel 2020 Trip 105000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC SAFE Cincinnati 1274260 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Shared Business Services 1947000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Talent Management Plan Development and Software SySTEM 133993 JVS Career Services 4540 Cooper Road Suite 300 Cincinnati OH 45242 None PC Capacity Building 1577828 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 None PC 2019 Operations 337500 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 None PC Transportation Pilot Program 155181 Mercy Health Foundation 1701 Mercy Health Place Cincinnati OH 45237 None PC Jewish Hospital Modernization and Graduate Medical EDUCATION 3255702 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 None PC Operating Support for Cincinnati House 50000 Music Hall Revitalization Company 1203 Walnut Street 4th Floor Cincinnati OH 45202 None PC Music Hall Revitalization 40000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 None PC 2019/2020 Operations Support and Security Patrol 1265015 Union For Reform Judaism 633 Third Avenue New York NY 10017 None PC Regional Coordinator for NYFTY and Congregational OUTREACH 41427 Wexner Foundation 8000 Walton Parkway Suite 110 New Albany OH 43054 None PC Wexner Heritage Leadership Development Program 175000 Xavier University 3800 Victory Parkway Cincinnati OH 45207 None PC Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project 190000 27778915 14 6339017 16 3950 18 5584847 EARN OUT PROCEEDS 01 6770042 INCOME FROM PARTNERSHIPS 900099 -1452 -1452 18697856 18696404 false false false false false false false false false false ACCOUNTING FEES 41858 25115 16743 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 52915808 54780642 GLOBAL EQUITIES 120268142 211902023 6167918 6015221 HEDGE FUND OF FUNDS FMV 14500000 19689080 REAL ESTATE TRUSTS FMV 17643553 23548340 VENTURE CAPITAL FUNDS FMV 835316 1150015 LEGAL FEES 37387 4197 0 211 DEPOSITS 3425 3425 3425 ROUNDING 1 PUBLIC RELATIONS & ADVERTISING 9053 0 9053 INSURANCE 35475 1475 0 34000 PROGRAMMING 243689 0 243337 OTHER ADMINISTRATIVE EXPENSES 97885 7061 0 80291 OTHER INCOME: EARN OUT PROCEEDS 6770042 0 ADJUSTMENT TO HEDGE FUND OF FUNDS 225741 DUE TO JEWISH FOUNDATION 0 331976 INVESTMENT ADVISORY/MANAGEMENT 603655 603655 0 0 PROFESSIONAL DEVELOPMENT 13747 854 0 10922