2025-09-18T09:57:21-05:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-01-01 131790719 AMERICAN FRIENDS OF MAGEN DAVID ADOM AMER 2127571627 20 W 36TH STREET 1100 NEW YORK NY 10018 JONATHAN MILLER CFO 2127571627 2025-09-18 1 1 SCOTT THOMPSETT P00741490 2125990100 2024 2025-03-06 01:10:19Z CATHERINE L REED 20 W 36TH STREET 1100 NEW YORK NY 10018 200278374 0 X WWW.AFMDA.ORG X 1940 NY SUPPORTS THE LIFE-SAVING EFFORTS OF MAGEN DAVID ADOM IN ISRAEL THROUGH FUNDRAISING & ADVOCACY. 23 23 65 0 0 0 286781620 129887376 0 0 2552556 16032062 -823066 -3638665 288511110 142280773 70984051 83355235 0 0 8167468 9755172 0 0 7200178 9982239 12691376 89133758 105801783 199377352 36478990 322342838 371099401 88689286 99275147 233653552 271824254 X AMERICAN FRIENDS OF MAGEN DAVID ADOM IS THE SOLE AUTHORIZED FUNDRAISING AND ADVOCACY ORGANIZATION IN THE UNITED STATES SUPPORTING THE LIFE SAVING EFFORTS OF MAGEN DAVID ADOM (MDA) IN ISRAEL. 0 0 92495233 83355235 0 (SEE SCHEDULE O)MAGEN DAVID ADOM PLAYS FOUR CRITICAL ROLES AS ISRAEL'S NATIONAL NON-GOVERNMENT, NON-PROFIT ORGANIZATION TASKED WITH THE CREATION AND MANAGEMENT OF THE NATION'S EMERGENCY MEDICAL SYSTEM. IT'S FIRST AND MOST EXPANSIVE ROLE IS AS THE NATIONAL EMERGENCY MEDICAL SERVICE, PROVIDING PRE-HOSPITAL EMERGENCY MEDICAL SERVICES TO ISRAEL'S OVER 10 MILLION CITIZENS, AND THE 2 MILLION OR MORE TOURISTS WHO VISIT EACH YEAR. IN THIS PROGRAM, AFMDA PROVIDED 166 BASIC LIFE SUPPORT AMBULANCES, 69 MOBILE INTENSIVE CARE UNIT AMBULANCES, 123 FIRST RESPONDER MOTORCYCLES, 1 COMMAND AND CONTROL VEHICLE, 4 ARMORED AMBULANCES, 11 PONY ELECTRIC FIRST RESPONDER VEHICLE AND 5 BLOODMOBILE BEDS THAT ARE SPECIALLY EQUIPPED TO SPEED THROUGH TRAFFIC TO ARRIVE AT THE SCENE OF AN ILLNESS OR INCIDENT BEFORE AN AMBULANCE IN ADDITION, AFMDA PROVIDED THOUSANDS OF MEDICAL EQUIPMENT UNITS, INCLUDING MONITORS, COMMUNICATION EQUIPMENT, DEFIBRILLATORS, AND TRAINING EQUIPMENT. AFMDA ALSO FUNDED THE TRAINING OF EMTS AND PARAMEDICS. THE SECOND CRITICAL RESPONSIBILITY WITH WHICH MDA IS TASKED IS THE TESTING, PROCESSING AND DISTRIBUTION OF ISRAEL'S NATIONAL BLOOD SUPPLY. 2022 SAW THE COMPLETION OF THE CONSTRUCTION OF THE WORLD'S FIRST UNDERGROUND AND SHIELDED BLOOD BANK, FUNDED BY AFMDA AND FOR WHICH CONSTRUCTION BEGAN IN 2017. THIS NEW FACILITY WILL HAVE THE CAPACITY TO PROCESS MORE THAN 500,000 UNITS OF BLOOD ANNUALLY AND WILL PROTECT THE BLOOD SUPPLY IN CASE OF A TERRORIST ATTACK, WAR, OR EARTHQUAKE. AFMDA ALSO DONATED ONE BLOOD MOBILE THAT IS USED IN BLOOD DRIVES ACROSS THE COUNTRY. MDA IS THE AGENCY RESPONSIBLE FOR ALL MEDICAL OPERATIONS IN THE EVENT OF A MASS CASUALTY EVENT, WORKING CLOSELY WITH THE POLICE AND FIRE DEPARTMENTS OF THE COUNTRY. AFMDA PROVIDES MILLIONS OF DOLLARS IN MEDICAL SUPPLIES USED DAILY BY THE EMS DIVISION AND DEPLOYED DURING MASS CASUALTY INCIDENTS.ISRAEL'S REPRESENTATIVE TO THE INTERNATIONAL COMMITTEE OF THE RED CROSS (ICRC) IS MAGEN DAVID ADOM, AND IN THAT ROLE, MDA PARTICIPATES IN INTERNATIONAL RESCUE MISSIONS AND OPERATIONS SANCTIONED BY THE ICRC. IN 2023, MDA WAS ASKED TO PROVIDE LIFE-SAVING MEDICAL SERVICES FOR VICTIMS OF THE WAR IN UKRAINE, AND MDA PARAMEDICS WERE STATIONED AT A FIELD HOSPITAL OUTSIDE LVIV, UKRAINE AND OPENED A FIELD CLINIC IN CHISINAU, MOLDOVA, TREATING PATIENTS FLEEING THE WAR. AFMDA FUNDED THREE ARMORED AMBULANCES TO REPLACE ARMORED AMBULANCES THAT MDA DONATED TO THE UKRAINIAN RED CROSS.THROUGH THEIR SUPPORT OF AFMDA, AMERICAN DONORS ARE PLAYING A TANGIBLE AND DRAMATIC ROLE IN SAVING LIVES IN ISRAEL. 92495233 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 47 0 1 65 1 0 1 IS 0 0 0 1 1 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR AZ CA CO FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X SANDRA CIASCA 2127571627 20 W 36TH STREET NEW YORK NY 10018 MARK LEBOW CHAIRMAN 4.00 0.00 X X 0 0 0 DANIEL DOBIN VICE CHAIR 4.00 0.00 X X 0 0 0 GERSHON W TRIMPOL VICE CHAIR 4.00 0.00 X X 0 0 0 MICHAEL GOLDMAN VICE CHAIR (THRU 02/2024) 4.00 0.00 X X 0 0 0 KURT SCHWARTZ VICE CHAIR (AS OF 02/2024) 4.00 0.00 X X 0 0 0 BARRY FELDMAN SECRETARY 4.00 0.00 X X 0 0 0 NEIL FOX TREASURER 4.00 0.00 X X 0 0 0 ISAAC PRETTER AUDIT CHAIR 1.00 0.00 X 0 0 0 ROBERT PICOW DEVELOPMENT CHAIR 1.00 0.00 X 0 0 0 DONNA FRIED CALCATERRA BOARD MEMBER (THRU 12/31/2024) 1.00 0.00 X 0 0 0 JENNA D CALCATERRA BOARD MEMBER 1.00 0.00 X 0 0 0 ANN DESHE BOARD MEMBER 1.00 0.00 X 0 0 0 DAVE DIAS BOARD MEMBER 1.00 0.00 X 0 0 0 HERBERT DONNER BOARD MEMBER 1.00 0.00 X 0 0 0 ANN LESSER BOARD MEMBER (THRU 12/31/2024) 1.00 0.00 X 0 0 0 ANNETTA WELLER EPSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 MORRIS GOLDFARB BOARD MEMBER (AS OF 06/2024) 1.00 0.00 X 0 0 0 JAQUELINE GOLDMAN BOARD MEMBER (THRU 04/2024) 1.00 0.00 X 0 0 0 ALBERT KALIMIAN BOARD MEMBER 1.00 0.00 X 0 0 0 FRAEDA KOPMAN BOARD MEMBER 1.00 0.00 X 0 0 0 RONIT NEUMAN BOARD MEMBER 1.00 0.00 X 0 0 0 BARAK RAVIV BOARD MEMBER (AS OF 03/2024) 1.00 0.00 X 0 0 0 DANIEL SCHWARZWALDER BOARD MEMBER 1.00 0.00 X 0 0 0 RABBI MICHAEL SEIGEL BOARD MEMBER (AS OF 10/2024) 1.00 0.00 X 0 0 0 KENT SWIG BOARD MEMBER 1.00 0.00 X 0 0 0 CATHERINE R REED CHIEF EXECUTIVE OFFICER 35.00 0.00 X 413156 0 69043 JONATHAN MILLER AS OF 082024 CHIEF FINANCIAL OFFICER 35.00 0.00 X 104344 0 16323 TAMARA H KARU SE. DIR./NATL. DIR. OF ST. PHILAN. 35.00 0.00 X 359787 0 54088 RICHARD ZELIN MIDWEST REGIONAL DIRECTOR 35.00 0.00 X 235691 0 31817 JANET MORGAN DIRECTOR OF STRATEGIC PHILANTHROPY 35.00 0.00 X 239243 0 30747 SAM KONIG DIRECTOR OF STRATEGIC PHILANTHROPY 35.00 0.00 X 246156 0 52287 LISA MARCHITELLI CHIEF ADMINISTRATIVE OFFICER 35.00 0.00 X 274910 0 36976 JESSICA NESSIM DIRECTOR OF MAJOR GIFTS 35.00 0.00 X 202850 0 63705 MAXINE G EPSTEIN DIRECTOR OF MAJOR GIFTS 35.00 0.00 X 196862 0 40758 HEIDI P LEIN DIRECTOR OF MAJOR GIFTS 35.00 0.00 X 178981 0 27576 MARILYN EMAS DIRECTOR, ESTATE & PLANNED GIVING 35.00 0.00 X 203230 0 13235 2655210 0 436555 34 0 1 0 PROSKAUER ROSE LLP ELEVEN TIMES SQ NEW YORK NY 10036 LEGAL SERVICES 271896 SANDRA LIBERTY 6 DARLINGTON DR TORONTO ONTARIO CA M8Z 3MA DATABASE CONSULTANT 212000 JAI SINGH PO BOX 5775 SANTA BARBARA CA 93150 EVENT CONSULTING 172141 3 13987497 115899879 3314839 129887376 15544200 15544200 54399493 53911631 487862 487862 487862 440500 13987497 4085970 -3645470 -3645470 OTHER INCOME 900099 6805 6805 6805 142280773 0 0 12393397 83355235 83355235 1598378 531408 424889 642081 6186357 2056762 1644488 2485107 359526 119531 95571 144424 1035897 383680 259726 392491 575014 177370 158350 239294 297194 297194 154790 154790 18436 18436 978013 638624 339389 4950222 1997496 274132 2678594 1361778 580424 781354 341021 341021 602732 110908 353189 138635 573336 440413 132923 426600 118289 159238 149073 7226 7226 64303 64303 86546 25001 41030 20515 EVENT EXPENSE 2336927 1822612 514315 EQUIPMENT 217031 64364 89382 63285 EVENT SPEAKERS 40725 40725 DUES AND SUBSCRIPTIONS 34160 11956 10248 11956 200336 61160 78101 61075 105801783 92495233 6106372 7200178 28656263 27321907 2807757 2175206 20340761 17265371 5016537 3030100 425098 338146 135896 86952 244555778 299815941 216948 174018 20612898 21229906 322342838 371099401 35877738 37866632 43293649 54020798 482746 836412 2300000 6735153 6551305 88689286 99275147 X 170924095 237311377 62729457 34512877 233653552 271824254 322342838 371099401 X 36478990 10895 1680817 X 0 1 X 1 0 X 47215437 64961058 48859835 286781620 129887376 577705326 47215437 64961058 48859835 286781620 129887376 577705326 46051206 531654120 547777 512159 366384 2237558 15544200 19208078 67057 106558 35065 733440 447305 1389425 598302829 99870 0.88860 0.87590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2020 AMOUNT: $ 58,625. 2021 AMOUNT: $ 15,120. 2022 AMOUNT: $ 9,467. 2023 AMOUNT: $ 726,814. 2024 AMOUNT: $ 440,500. OTHER INCOME - 2020 AMOUNT: $ 8,432. 2021 AMOUNT: $ 91,438. 2022 AMOUNT: $ 25,598. 2023 AMOUNT: $ 6,626. 2024 AMOUNT: $ 6,805. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13999620 610380 14610000 13839239 160381 13999620 10622322 3200000 16917 13839239 10583146 39176 10622322 10545835 37311 10583146 0.27870 0.72130 0.00000 1 0 106493 58859 47634 318605 279287 39318 86952 ASSETS HELD IN SPLIT INTEREST AGREEMENTS 9418714 BENEFICIAL INTEREST IN TRUST 9337500 RIGHT-OF-USE OPERATING LEASE 2473692 21229906 ASSETS HELD IN SPLIT INTEREST AGREEMENTS 3382937 LEASE LIABILITY 2599092 PENSION AND POST RETIREMENT COSTS 569276 6551305 145573873 10895 5000 3295641 3311536 142262337 18436 18436 142280773 107403171 5000 1614824 1619824 105783347 18436 18436 105801783 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND WAS ORIGINALLY FUNDED FROM AN ESTATE BACK IN 2012 WITH THE INTENTION OF THE ENDOWMENT PROCEEDS BEING MADE AVAILABLE FOR GENERAL OPERATIONS. IN ADDITION, THE ORGANIZATION HAS ESTABLISHED A PERPETUAL AMBULANCE FUND PROGRAM TO ENABLE DONORS TO CREATE A NAMED FUND, WITH THE INTEREST EARNED PROVIDING AN AMBULANCE TO MAGEN DAVID ADOM EVERY FIVE TO SEVEN YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,737,763. INDIRECT FUNDRAISING 1,431,312. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC PENSION CREDIT 85,206. OTHER COMPONENTS OF NET PERIODIC PENSION CREDIT (COSTS) 41,360. PART XII, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING 1,431,312. RESCINDED PLEDGES 183,512. 1 MIDDLE EAST AND NORTH AFRICA 1 3 GRANTMAKING 83355235 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 174018 1 3 0 0 1 3 83529253 0 83529253 MIDDLE EAST AND NORTH AFRICA TO SUPPORT MAGEN DAVID ADOM AND THEIR SERVICES. 83355235 WIRE 0 FMV 1 0 0 1 0 0 0 0 PART I, LINE 2: AFMDA SOLICITS CONTRIBUTIONS TO PURCHASE AMBULANCES, MEDICAL AND OTHER SUPPLIES, EMERGENCY MEDICAL STATIONS, BLOOD DONATION SERVICES, CORD BLOOD BANK, AND TRAINING FOR MAGEN DAVID ADOM IN ISRAEL. AFMDA'S PRIMARY EXEMPT MISSION IS TO SUPPORT MAGEN DAVID ADOM IN ISRAEL; AS EXPENSES ARE INCURRED, MAGEN DAVID ADOM WILL SUBMIT INVOICES TO THE AFMDA FINANCE TEAM FOR APPROVAL. NO FURTHER MONITORING ON THE USE OF THE FUNDS IS REQUIRED, SINCE AFMDA IS TRANSMITTING FUNDS ONLY AFTER A PROGRAMMATIC EXPENSE HAS BEEN INCURRED. NEW YORK GALA 2699600 2501100 198500 137025 199166 100000 453450 PALM BEACH GALA 2952588 2710588 242000 126000 144983 105104 376842 18 8775809 8775809 2443400 14427997 13987497 440500 263025 344149 205104 3273692 4085970 -3645470 X X 0 0 0 0 0 0 0 0 0 CATHERINE R REED CHIEF EXECUTIVE OFFICER 413156 0 0 0 0 0 20700 0 48343 0 482199 0 0 0 TAMARA H KARU SE. DIR./NATL. DIR. OF ST. PHILAN. 359787 0 0 0 0 0 20700 0 33388 0 413875 0 0 0 LISA MARCHITELLI CHIEF ADMINISTRATIVE OFFICER 274910 0 0 0 0 0 16500 0 20476 0 311886 0 0 0 SAM KONIG DIRECTOR OF STRATEGIC PHILANTHROPY 246156 0 0 0 0 0 5200 0 47087 0 298443 0 0 0 JANET MORGAN DIRECTOR OF STRATEGIC PHILANTHROPY 239243 0 0 0 0 0 14288 0 16459 0 269990 0 0 0 RICHARD ZELIN MIDWEST REGIONAL DIRECTOR 235691 0 0 0 0 0 13899 0 17918 0 267508 0 0 0 JESSICA NESSIM DIRECTOR OF MAJOR GIFTS 202850 0 0 0 0 0 12600 0 51105 0 266555 0 0 0 MAXINE G EPSTEIN DIRECTOR OF MAJOR GIFTS 196862 0 0 0 0 0 11742 0 29016 0 237620 0 0 0 MARILYN EMAS DIRECTOR, ESTATE & PLANNED GIVING 203230 0 0 0 0 0 11822 0 1413 0 216465 0 0 0 HEIDI P LEIN DIRECTOR OF MAJOR GIFTS 178981 0 0 0 0 0 10598 0 16978 0 206557 0 0 0 X 179 3314839 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 DONNA FRIED CALCATERRA & JENNA D. CALCATERRA HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT TAX FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. THE FORM HAS BEEN REVIEWED FOR COMPLETENESS AND ACCURACY. THE FORM HAS ALSO BEEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND THEN SENT TO THE BOARD FOR COMMENTS. IF NO COMMENTS ARE RECEIVED THEN THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AFMDA HAS A RIGOROUS PROCESS IN PLACE FOR MONITORING OFFICER, DIRECTOR, AND KEY EMPLOYEE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND OFFICERS SIGNED OFF ON THE ANNUAL CONFLICT OF INTEREST DISCLOSURE. THEY ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE TO IDENTIFY ANY CONFLICTS OF INTEREST THAT NEED TO BE ADDRESSED. THE ORGANIZATION'S ANNUAL QUESTIONNAIRE HAS BEEN CONFORMED TO COMPLY WITH THE REQUIREMENTS OF THE FORM 990 SO AS TO ENSURE THAT ALL POTENTIALLY REPORTABLE TRANSACTIONS ARE UNCOVERED AND DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE TAKES STEPS TO ENSURE THAT THE CEO'S COMPENSATION IS REASONABLE WHEN COMPARED TO SIMILARLY SITUATED ORGANIZATIONS WITHIN ITS GEOGRAPHIC MARKET. ALL DECISIONS ARE DOCUMENTED IN COMMITTEE MEETING MINUTES AND MEMORIALIZED IN A WRITTEN EMPLOYMENT CONTRACT. COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 AFMDA MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS AND ON ITS WEBSITE, WWW.AFMDA.ORG. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,737,763. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC PENSION COST 85,206. OTHER COMPONENTS OF NET PERIODIC PENSION CREDIT 41,360. RESCINDED PLEDGES -183,512. MAGEN DAVID ADOM 23 BAR KOCHVAH ST BNEI BRAK IS HEALTHCARE SERVICES IS N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 MAGEN DAVID ADOM B 83355235 FMV