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ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC (EIN 52-0607957)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-04-30
IRS object ID
202041219349300609
Schema version
2018v3.1
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)
Return2020-04-30T11:46:31-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520607957EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATED JEWISH COMMUNITYBusinessNameLine1Txt
Business Name Line2FEDERATION OF BALTIMORE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone4107274828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W MOUNT ROYAL AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK SMOLARZPersonNm
Person TitleCOO/CFOPersonTitleTxt
Phone4107274828PhoneNum
Signature2020-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.213.141.28IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-04-17IPDt
IP Tm15:12:58IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id4EE6A31F760B3C5EA0809148B0E883CC4242B14CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARC TERRILLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W MOUNT ROYAL AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$62,456,561GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASSOCIATED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1950FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTHE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY, LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee197TotalEmployeeCnt
Total Volunteers7500TotalVolunteersCnt
Total Gross UBI$513,729TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$177,494NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$47,369,773PYContributionsGrantsAmt
CY Contributions Grants$56,026,375CYContributionsGrantsAmt
PY Program Service Revenue$3,929,435PYProgramServiceRevenueAmt
CY Program Service Revenue$3,776,907CYProgramServiceRevenueAmt
PY Investment Income$510,573PYInvestmentIncomeAmt
CY Investment Income$435,450CYInvestmentIncomeAmt
PY Other Revenue$2,041,886PYOtherRevenueAmt
CY Other Revenue$2,217,829CYOtherRevenueAmt
PY Total Revenue$53,851,667PYTotalRevenueAmt
CY Total Revenue$62,456,561CYTotalRevenueAmt
PY Grants And Similar Paid$32,403,649PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$32,729,206CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,794,183PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,458,856CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$20,064PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$12,077CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,330,882CYTotalFundraisingExpenseAmt
PY Other Expenses$7,643,349PYOtherExpensesAmt
CY Other Expenses$8,250,255CYOtherExpensesAmt
PY Total Expenses$52,861,245PYTotalExpensesAmt
CY Total Expenses$54,450,394CYTotalExpensesAmt
PY Revenues Less Expenses$990,422PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,006,167CYRevenuesLessExpensesAmt
Total Assets BOY$39,879,703TotalAssetsBOYAmt
Total Assets EOY$45,932,318TotalAssetsEOYAmt
Total Liabilities BOY$19,348,463TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,230,757TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,531,240NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,701,561NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE STRENGTHENS AND NURTURES JEWISH LIFE BY ENGAGING AND SUPPORTING COMMUNITY PARTNERS IN GREATER BALTIMORE, ISRAEL AND AROUND THE WORLD. SINCE 1920, THE ASSOCIATED HAS SPEARHEADED COMMUNITY-WIDE FUNDRAISING EFFORTS TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL INITIATIVES THROUGH A NETWORK OF PARTNER AGENCIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$32,700,707ExpenseAmt
Grant$30,708,785GrantAmt
Revenue$3,776,907RevenueAmt
DescTHE ASSOCIATED IS THE CENTRALIZED FUNDRAISING, ADMINISTRATIVE AND ALLOCATIONS ORGANIZATION FOR THE BALTIMORE JEWISH COMMUNITY. IT RAISES AND DISTRIBUTES $29,209,746 TO OVER TWO DOZEN EDUCATIONAL AND SERVICE ORGANIZATIONS IN THE LOCAL AND GLOBAL JEWISH COMMUNITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,703,303ExpenseAmt
Revenue$197,165RevenueAmt
DescTHE ASSOCIATED IS A DIRECT SERVICE PROVIDER AND OPERATES MULTIPLE PROGRAMS INCLUDING: FOUR BALTIMORE -BASED COLLEGE HILLELS; PROGRAMS FOR VICTIMS OF DOMESTIC VIOLENCE, STUDENTS WITH SPECIAL NEEDS, VOLUNTEER AND LEADERSHIP TRAINING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,784,795ExpenseAmt
Grant$2,020,421GrantAmt
Revenue$3,187,353RevenueAmt
DescTHE ASSOCIATED PROVIDES INFRASTRUCTURE SERVICES FOR ITS PROGRAMS AND MOST OF THE AGENCIES THAT THEY FUND. SERVICES INCLUDE: FACILITIES MAINTENANCE AND SECURITY; INFORMATION TECHNOLOGY, HUMAN RESOURCES (INCLUDING EMPLOYEE RECRUITING AND RETENTION, PAYROLL, RETIREMENT BENEFITS), HEALTH INSURANCE, ACCOUNTING, MARKETING, AND INVESTMENT MANAGEMENT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,570,610ExpenseAmt
Revenue$1,777,464RevenueAmt
DescTHE ASSOCIATED OWNS THE LAND AND BUILDINGS UTILIZED BY ITSELF AND MOST OF THE AGENCIES IT FUNDS. THE ASSOCIATED CHARGES RENT TO ITS AGENCIES AND PROGRAMS BASED ON MARKET COMPARISONS AND AMOUNT OF SPACE USED BY EACH ENTITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,570,610TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,777,464TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$46,759,415TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document221IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee197EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK SMOLARZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107274828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W MOUNT ROYAL AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DEBRA S WEINBERG
CHAIR3.001.50Yes (X)Yes (X)$0$0$0
BETH H GOLDSMITH
CHAIR-ELECT3.00Yes (X)Yes (X)$0$0$0
LOUIS THALHEIMER
SECRETARY3.00Yes (X)Yes (X)$0$0$0
FRIEDA HALLOCK
TREASURER3.004.00Yes (X)Yes (X)$0$0$0
RON ATTMAN
DIRECTOR1.50Yes (X)$0$0$0
EMILE BENDIT
DIRECTOR1.50Yes (X)$0$0$0
JESSICA BRONFEIN
DIRECTOR1.50Yes (X)$0$0$0
ROSALEE DAVISON
DIRECTOR1.50Yes (X)$0$0$0
DR MICHAEL ELMAN
DIRECTOR1.50Yes (X)$0$0$0
STEVE FADER
DIRECTOR1.50Yes (X)$0$0$0
RONNIE FOOTLICK
DIRECTOR1.50Yes (X)$0$0$0
CHAYA FRIEDMAN
DIRECTOR1.50Yes (X)$0$0$0
MICHAEL GREENEBAUM
DIRECTOR1.50Yes (X)$0$0$0
BENJAMIN GREENWALD
DIRECTOR1.50Yes (X)$0$0$0
NANCY HACKERMAN
DIRECTOR1.501.50Yes (X)$0$0$0
MARTIN HIMELES JR
DIRECTOR1.50Yes (X)$0$0$0
BRUCE HOFFBERGER
DIRECTOR1.504.00Yes (X)$0$0$0
DOUGLAS HOFFBERGER
DIRECTOR1.50Yes (X)$0$0$0
LINDA A HURWITZ
DIRECTOR1.50Yes (X)$0$0$0
DANIEL KLEIN
DIRECTOR1.50Yes (X)$0$0$0
MICHELE LAX
DIRECTOR1.50Yes (X)$0$0$0
MARK D NEUMANN
DIRECTOR1.50Yes (X)$0$0$0
PJ PEARLSTONE
DIRECTOR1.50Yes (X)$0$0$0
JASON REITBERGER
DIRECTOR1.50Yes (X)$0$0$0
SANDY ROSENBERG
DIRECTOR1.50Yes (X)$0$0$0
NINA ROSENZWOG
DIRECTOR1.50Yes (X)$0$0$0
BARBARA ROSWELL
DIRECTOR1.50Yes (X)$0$0$0
ROBERT C RUSSEL
DIRECTOR1.501.50Yes (X)$0$0$0
PHILIP E SACHS
DIRECTOR1.501.50Yes (X)$0$0$0
JOHN SHMERLER
DIRECTOR1.50Yes (X)$0$0$0
HAREL TURKEL
DIRECTOR1.50Yes (X)$0$0$0
MORRY A ZOLET
DIRECTOR1.50Yes (X)$0$0$0
MARC B TERRILL
PRESIDENT36.004.00Yes (X)$655,652$0$203,493
MARK SMOLARZ
COO/CFO32.008.00Yes (X)$226,924$0$33,587
MICHAEL FRIEDMAN
SENIOR VICE PRESIDENT10.0030.00$216,922$0$9,634Yes (X)
LESLIE POMERANTZ
SENIOR VICE PRESIDENT40.00$175,928$0$7,659Yes (X)
MICHAEL DYE
VP, INVESTMENTS & RISK MGMT9.0031.00$168,655$0$42,326Yes (X)
CAROLE TAYLOR
VP, TECHNOLOGY40.00$141,235$0$6,391Yes (X)
BEN GERSHOWITZ
VICE PRESIDENT, FACILITIES32.008.00$120,357$0$12,344Yes (X)
CONNIE STERN
VP, FINANCE36.004.00$124,986$0$33,917Yes (X)
ALLISON BAUMWALD
SVP, ANNUAL CAMPAIGN40.00$121,571$0$41,022Yes (X)
DEBBIE PINE
VP, STRATEGIC PHILANTHROPY40.00$132,911$0$6,007Yes (X)
DARRELL FRIEDMAN
FORMER OFFICER0.00$143,368$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,228,509TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$396,380TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K21IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KENNETH DICKSTEIN DBA AS SD SECURIT
9006 TARR DRIVENEW WINDSORMD21776SECURITY SERVICES$375,277
RSM US LLP
5155 PAYSPHERE CIRCLECHICAGOIL60674AUDIT AND TAX SERVICES$307,450
DEFENDER ONE SECURITY
310 CHAMBORLEY DRIVEREISTERSTOWNMD21136SECURITY SERVICES$267,922
CERIDIAN
PO BOX 772830CHICAGOIL60677PAYROLL PROCESSING$254,224
HARFORD REFRIGERATION CO INC
PO BOX 70030BALTIMOREMD21237HVAC SERVICES$168,565
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Federated Campaigns$33,075,543FederatedCampaignsAmt
Related Organizations$16,391,758RelatedOrganizationsAmt
Government Grants$587,361GovernmentGrantsAmt
All Other Contributions$5,971,713AllOtherContributionsAmt
Noncash Contributions$2,612,772NoncashContributionsAmt
Total Contributions$56,026,375TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ENDOWMENT FEE INCOME900099$3,672,861$3,159,132$513,729
OPERATING PROGRAMS900099$99,829$99,829
EDUCATIONAL PROGRAMS900099$4,217$4,217
FieldValueIRS element (for citing)
Total Program Service Revenue$3,776,907TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$398,286TotalRevenueColumnAmt
Exclusion$398,286ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,776,463RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,776,463RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,776,463TotalRevenueColumnAmt
Related Or Exempt Func Income$1,776,463RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$37,164SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,164SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,164TotalRevenueColumnAmt
Exclusion$37,164ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$441,366TotalRevenueColumnAmt
Exclusion$441,366ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$441,366OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,456,561TotalRevenueColumnAmt
Related Or Exempt Func Income$5,039,641RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$513,729UnrelatedBusinessRevenueAmt
Exclusion$876,816ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$32,700,707TotalAmt
Program Services$32,700,707ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$28,499TotalAmt
Program Services$28,499ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,507,494TotalAmt
Program Services$1,002,353ProgramServicesAmt
Management And General$182,387ManagementAndGeneralAmt
Fundraising$322,754FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,619,165TotalAmt
Program Services$6,396,745ProgramServicesAmt
Management And General$1,163,919ManagementAndGeneralAmt
Fundraising$2,058,501FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$516,582TotalAmt
Program Services$343,527ProgramServicesAmt
Management And General$62,506ManagementAndGeneralAmt
Fundraising$110,549FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,007,078TotalAmt
Program Services$669,745ProgramServicesAmt
Management And General$121,860ManagementAndGeneralAmt
Fundraising$215,473FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$808,537TotalAmt
Program Services$537,677ProgramServicesAmt
Management And General$97,833ManagementAndGeneralAmt
Fundraising$173,027FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,350TotalAmt
Program Services$8,619ProgramServicesAmt
Management And General$11,661ManagementAndGeneralAmt
Fundraising$5,070FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$100,119TotalAmt
Program Services$34,040ProgramServicesAmt
Management And General$46,055ManagementAndGeneralAmt
Fundraising$20,024FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$12,077TotalAmt
Fundraising$12,077FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$275,607TotalAmt
Program Services$187,337ProgramServicesAmt
Management And General$47,169ManagementAndGeneralAmt
Fundraising$41,101FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$540,384TotalAmt
Program Services$378,269ProgramServicesAmt
Fundraising$162,115FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$391,588TotalAmt
Program Services$238,828ProgramServicesAmt
Management And General$62,330ManagementAndGeneralAmt
Fundraising$90,430FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$305,409TotalAmt
Program Services$203,071ProgramServicesAmt
Management And General$36,950ManagementAndGeneralAmt
Fundraising$65,388FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,684,935TotalAmt
Program Services$1,785,250ProgramServicesAmt
Management And General$324,841ManagementAndGeneralAmt
Fundraising$574,844FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$147,147TotalAmt
Program Services$97,840ProgramServicesAmt
Management And General$17,803ManagementAndGeneralAmt
Fundraising$31,504FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$173,052TotalAmt
Program Services$115,065ProgramServicesAmt
Management And General$20,937ManagementAndGeneralAmt
Fundraising$37,050FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$289,484TotalAmt
Program Services$192,482ProgramServicesAmt
Management And General$35,024ManagementAndGeneralAmt
Fundraising$61,978FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$137,849TotalAmt
Program Services$91,658ProgramServicesAmt
Management And General$16,678ManagementAndGeneralAmt
Fundraising$29,513FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EVENTS AND MISSION EXPE$1,651,266$1,651,266
PROVISION FOR BAD DEBTS$760,461$760,461
FUNDRAISING EXPENSE$517,700$517,700
UNRELATED BUSINESS INCO$100,829$36,784$64,045

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$149,075TotalAmt
Program Services$59,653ProgramServicesAmt
Management And General$48,099ManagementAndGeneralAmt
Fundraising$41,323FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$54,450,394TotalAmt
Program Services$46,759,415ProgramServicesAmt
Management And General$2,360,097ManagementAndGeneralAmt
Fundraising$5,330,882FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$321,041EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,810,208BOYAmt
EOY$25,824,070EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,677,778BOYAmt
EOY$1,827,070EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$44,837BOYAmt
EOY$35,287EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,419,637BOYAmt
EOY$1,013,462EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$897BOYAmt
EOY$855EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$204,156BOYAmt
EOY$133,426EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,998,517BOYAmt
EOY$11,060,492EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,723,673BOYAmt
EOY$5,716,615EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$39,879,703BOYAmt
EOY$45,932,318EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,235,857BOYAmt
EOY$4,922,365EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$364,175BOYAmt
EOY$369,467EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$140,901BOYAmt
EOY$87,982EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$14,133,065BOYAmt
EOY$10,810,310EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$474,465BOYAmt
EOY$1,040,633EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,348,463BOYAmt
EOY$17,230,757EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$2,512,089BOYAmt
EOY-$13,036,237EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,043,329BOYAmt
EOY$41,737,798EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,531,240BOYAmt
EOY$28,701,561EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,879,703BOYAmt
EOY$45,932,318EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,006,167ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$164,154OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$43,140,876CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,714,856CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,835,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,369,773CurrentTaxYearMinus1YearAmt
Current Tax Year$56,026,375CurrentTaxYearAmt
Total$235,087,229TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,140,876CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,714,856CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,835,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,369,773CurrentTaxYearMinus1YearAmt
Current Tax Year$56,026,375CurrentTaxYearAmt
Total$235,087,229TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$18,166,240SubstantialContributorsTotAmt
Public Support Total170$216,920,989PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$252,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$247,809CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,013,916CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$510,573CurrentTaxYearMinus1YearAmt
Current Tax Year$398,286CurrentTaxYearAmt
Total$2,423,470TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,119CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,868CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,060CurrentTaxYearMinus1YearAmt
Current Tax Year$37,274CurrentTaxYearAmt
Total$187,881TotalAmt
FieldValueIRS element (for citing)
Total Support$237,698,580TotalSupportAmt
Gross Receipts Rltd Activities$24,099,749GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91260PublicSupportCY170Pct
Public Support PY1700.91400PublicSupportPY170Pct
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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$120,210,000BeginningYearBalanceAmt
Contributions$7,826,000ContributionsAmt
Investment Earnings Or Losses$2,634,000InvestmentEarningsOrLossesAmt
Other Expenditures$18,465,000OtherExpendituresAmt
End Year Balance$112,205,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$134,290,000BeginningYearBalanceAmt
Contributions$2,729,000ContributionsAmt
Investment Earnings Or Losses$10,424,000InvestmentEarningsOrLossesAmt
Other Expenditures$27,233,000OtherExpendituresAmt
End Year Balance$120,210,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$124,014,000BeginningYearBalanceAmt
Contributions$2,344,000ContributionsAmt
Investment Earnings Or Losses$17,871,000InvestmentEarningsOrLossesAmt
Other Expenditures$9,939,000OtherExpendituresAmt
End Year Balance$134,290,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$137,429,000BeginningYearBalanceAmt
Contributions$4,958,000ContributionsAmt
Investment Earnings Or Losses-$8,106,000InvestmentEarningsOrLossesAmt
Other Expenditures$10,267,000OtherExpendituresAmt
End Year Balance$124,014,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,449,000BeginningYearBalanceAmt
Contributions$2,436,000ContributionsAmt
Investment Earnings Or Losses-$364,000InvestmentEarningsOrLossesAmt
Other Expenditures$6,092,000OtherExpendituresAmt
End Year Balance$137,429,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.40550BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59450PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ISRAEL BONDS$7,974,269F
MARYLAND/ISRAEL TRENDLINES$100,000F
REAL ESTATE FUND$2,598,481F
SPLIT INTEREST AGREEMENT$387,742F
FieldValueIRS element (for citing)
Total Book Value Securities$11,060,492TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$577
LIFE INSURANCE$956,415
DEFERRED COMPENSATION ASSET$360,782
DUE FROM RELATED PARTIES$4,398,841
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,716,615TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMP LIABILITY$360,782
CONTINGENCY RESERVE$679,851
FieldValueIRS element (for citing)
Total Liability$1,040,633TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$102,327,122TotalRevEtcAuditedFinclStmtAmt
Other Revenue$39,870,561OtherRevenueAmt
Revenue Not Reported$39,870,561RevenueNotReportedAmt
Revenue Subtotal$62,456,561RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$62,456,561TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$87,270,018TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$32,819,624OtherExpensesIncludedAmt
Expenses Not Reported$32,819,624ExpensesNotReportedAmt
Expenses Subtotal$54,450,394ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$54,450,394TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUNDS OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE ARE USED IN ACCORDANCE TO THE INTENT OF THE DONOR OR IN THE ABSENCE OF DONOR INTENT, AT THE DIRECTION OF THE BOARD OF GOVERNORS.
PART X, LINE 2:THE ASSOCIATED FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE COMBINED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ASSOCIATED'S TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATED HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. GENERALLY, THE ASSOCIATED IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2016.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE FOR THE ASSOCIATED JEWISH CHARITIES REPORTED ON THE CONSOLIDATED F/S 39,540,674. REVENUE FOR THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 329,887.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES OF THE ASSOCIATED JEWISH CHARITIES REPORTED ON THE CONSOLIDATED F/S 32,909,017. EXPENSES OF THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 74,761. CAPITAL ADJUSTMENT -164,154.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
MIDDLE EAST AND NORTH AFRICA00INVESTMENTS$100,000
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICE$569,270COORDINATING MISSIONS
SOUTH AMERICA00PROGRAM SERVICE$1,046COORDINATING MISSIONS
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICE$26,530COORDINATING MISSIONS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$696,846SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$696,846TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3, COLUMN E:FormAndLineReferenceDesc
ExplanationAS PART OF ITS MISSION, THE ASSOCIATED PROVIDES PLANNING AND LOGISTICAL SUPPORT FOR MEMBERS OF THE BALTIMORE COMMUNITY TO TRAVEL AND LEARN ABOUT ISRAEL AND OTHER PLACES WITH JEWISH HISTORY OR IDENTITY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (50 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN FRIENDS OF LEKET ISRAEL
101 CEDAR LANE STE 306TEANECKNJ07666208202424501(C)(3)$6,000GENERAL SUPPORT
AUTHENTIC ISRAEL
T185 MACARTHUR BLVD NW 640WASHINGTONDC20016261646707501(C)(3)$15,190GENERAL SUPPORT
BAIS HAMEDRASH AND MESIVTA OF BALTIMORE
6823 OLD PIMLICO ROADBALTIMOREMD21209521980774501(C)(3)$57,983GENERAL SUPPORT
BAIS YAAKOV SCHOOL FOR GIRLS
6302 SMITH AVENUEBALTIMOREMD21209520613700501(C)(3)$852,541GENERAL SUPPORT
BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY
COLLEGE OF LIBERAL ARTS 8000 YORKTOWSONMD21252520939453501(C)(3)$286,389GENERAL SUPPORTROAD
BALTIMORE JEWISH COUNCIL
5750 PARK HEIGHTS AVENUE SUITE 329BALTIMOREMD21215521912836501(C)(3)$915,444GENERAL SUPPORT
BEN & ESTHER ROSENBLOOM HILLEL CENTER
FOR JEWISH LIFE AT UNIV OF MD 7612COLLEGE PARKMD20740530179971501(C)(3)$493,161GENERAL SUPPORTMOWATT LANE
BETH TFILOH COMMUNITY SCHOOL
3300 OLD COURT ROADBALTIMOREMD21208521837996501(C)(3)$436,852GENERAL SUPPORT
BNAI BRITH YOUTH ORGANIZATION
2020 K STREET NW 7TH FLOORWASHINGTONDC20006912139926501(C)(3)$55,000GENERAL SUPPORT
BNOS ISRAEL
6300 PARK HEIGHTS AVENUEBALTIMOREMD21215522231272501(C)(3)$262,959GENERAL SUPPORT
CAMP AIRY AND LOUISE
5750 PARK HEIGHTS AVENUE SUITE 306BALTIMOREMD21215520563083501(C)(3)$57,848GENERAL SUPPORT
CENTER FOR JEWISH EDUCATION
5708 PARK HEIGHTS AVENUEBALTIMOREMD212153996520591707501(C)(3)$1,747,696GENERAL SUPPORT
CHAI
5809 PARK HEIGHTS AVENUEBALTIMOREMD21215237097000501(C)(3)$816,393GENERAL SUPPORT
CHEDER CHABAD OF BALTIMORE
5713 PARK HEIGHTS AVENUEBALTIMOREMD21215263435681501(C)(3)$74,339GENERAL SUPPORT
EDWARD A MYERBERG SR CTR
3101 FALLSTAFF ROADBALTIMOREMD212092967521047511501(C)(3)$267,990GENERAL SUPPORT
FUSION PARTNERSHIPS INC
1601 GUILFORD AVE 2 SOUTHBALTIMOREMD21202522148413501(C)(3)$7,000GENERAL SUPPORT
GILCHRIST HOSPICE CARE INC
555 W TOWSONTOWN BLVDTOWSONMD21204521851251501(C)(3)$5,000GENERAL SUPPORT
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001046685725501(C)(3)$30,000GENERAL SUPPORT
HEBREW FREE LOAN ASSN
5752 PARK HEIGHTS AVENUEBALTIMOREMD21215520633396501(C)(3)$11,400GENERAL SUPPORT
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC20001521844823501(C)(3)$5,830GENERAL SUPPORT
INSIDE THE MIDDLE EAST (ITME)
7009 WALLIS AVENUEBALTIMOREMD21215820953061501(C)(3)$22,000GENERAL SUPPORT
ISRAEL CONNECT INC
750 MELBOURNE STPITTSBURGHPA15217831267863501(C)(3)$7,200GENERAL SUPPORT
ISRAEL LACROSSE ASSOCIATION
1501 BROADWAY 21ST FLOORNEW YORKNY10036453857764501(C)(3)$14,525GENERAL SUPPORT
JEWISH AGENCY FOR ISRAEL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017131760102501(C)(3)$575,370GENERAL SUPPORT
JEWISH CEMETERY ASSOCIATION
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522178573510(C)(13)$18,000GENERAL SUPPORT
JEWISH COMMUNITY CENTER
3506 GWYNNBROOK AVENUEOWINGS MILLSMD21117520607909501(C)(3)$6,684,254GENERAL SUPPORT
JEWISH COMMUNITY SERVICES
5750 PARK HEIGHTS AVENUEBALTIMOREMD21215520607909501(C)(3)$7,083,050GENERAL SUPPORT
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004131624104501(C)(3)$22,000GENERAL SUPPORT
JEWISH FED OF HOWARD COUNTY
10630 LITTLE PATUXENT PARKWAY SUITECOLUMBIAMD210443294237072654501(C)(3)$46,679GENERAL SUPPORT400 CENTURY PLAZA 1000
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C)(3)$5,468,459GENERAL SUPPORT
JEWISH MUSEUM OF MARYLAND
15 LLOYD STREETBALTIMOREMD21202526034761501(C)(3)$646,568GENERAL SUPPORT
JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREET SUITE 400NEW YORKNY10017131656634501(C)(3)$214,476GENERAL SUPPORT
KRIEGER SCHECTER DAY SCHOOL
8100 STEVENSON ROADBALTIMOREMD21208520591562501(C)(3)$164,119GENERAL SUPPORT
MARYLAND ISRAEL DEVELOPMENT CENTER
401 E PRATT STREET 7TH FLOORBALTIMOREMD21202521777737501(C)(3)$161,935GENERAL SUPPORT
MEALS ON WHEELS OF CENTRAL MD
515 S HAVEN STREETBALTIMOREMD21224526074723501(C)(3)$120,000GENERAL SUPPORT
MOISHE HOUSE
441 SAXONY ROAD BARN 2 C/O DAVIDENCINITASCA920242725262599786501(C)(3)$56,000GENERAL SUPPORTCYGIELMAN
NER ISRAEL
400 MOUNT WILSON LANEPIKESVILLEMD21208520660881501(C)(3)$403,218GENERAL SUPPORT
OHR CHADASH ACADEMY OF BALTIMORE
7310 PARK HEIGHTS AVEPIKESVILLEMD212085436452187170501(C)(3)$101,945GENERAL SUPPORT
ONWARD ISRAEL
633 3RD AVENUE 21ST FLOORNEW YORKNY10017812507413501(C)(3)$74,213GENERAL SUPPORT
OR HANER INC
400 MT WILSON LANE ATTN MAURICIOBALTIMOREMD21208522243222501(C)(3)$20,000GENERAL SUPPORTFRIEDMAN
PEARLSTONE CONFERENCE AND RETREAT CTR
5425 MT GILEAD ROADREISTERSTOWNMD21136432080719501(C)(3)$2,523,458GENERAL SUPPORT
PEF ISRAEL ENDOWMENT FUND
630 3RD AVE RM 1501NEW YORKNY100176745136134086501(C)(3)$47,500GENERAL SUPPORT
SOS INTERNATIONAL INC
1101 WOOTTON PARKWAY SUITE 950ROCKVILLEMD20852274266078501(C)(3)$5,000GENERAL SUPPORT
TALMUDICAL ACADEMY
4445 OLD COURT ROADBALTIMOREMD21208520591676501(C)(3)$524,994GENERAL SUPPORT
THE BALTIMORE SHABBAT PROJECT
2008 BURDOCK ROAD C/O JILLBALTIMOREMD21209521369910501(C)(3)$10,000GENERAL SUPPORTSAPERSTEIN
THE BIRTHRIGHT ISRAEL FOUNDATION
33 EAST THIRTY THIRD ST 7TH FLOORNEW YORKNY10016134092050501(C)(3)$165,000GENERAL SUPPORT
THE SCHECHTER INSTITUTES INC
BOX 3566 PO BOX 8500PHILADELPHIAPA191783566223342043501(C)(3)$5,000GENERAL SUPPORT
TORAH INSTITUTE OF BALTIMORE
35 ROSEWOOD LANEOWINGS MILLSMD21117237304990501(C)(3)$352,134GENERAL SUPPORT
WORLD ORT INC
1745 BROADWAY 17TH FLOOR JIM LODGENEW YORKNY10019061669917501(C)(3)$12,000GENERAL SUPPORT
WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOORNEW YORKNY100176778131930176501(C)(3)$5,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org49Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FELLOWSHIP14$22,232
ROSENBERG1$6,267

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationLAY AND PROFESSIONAL LEADERSHIP MEETS WITH AGENCY REPRESENTATION SEVERAL TIMES DURING THE YEAR TO MONITOR THE FISCAL HEALTH OF THE ORGANIZATION AS WELL AS TO ENSURE APPROPRIATE USE OF FUNDS. AGENCIES ARE REQUIRED TO SUBMIT BUDGETS ON A QUARTERLY BASIS AS WELL AS AN ORGANIZATION BUSINESS PLAN ONCE A YEAR. THE ASSOCIATED THROUGH ITS COMMUNITY PLANNING AND ALLOCATIONS EXECUTIVE COMMITTEE, A LAY BODY, MEETS THROUGHOUT THE FISCAL YEAR TO ASSESS AND DETERMINE ONGOING ELIGIBILITY OF FUNDED ORGANIZATIONS AS WELL AS TO CLEARLY IDENTIFY CRITERIA TO BE USED AS THE BASIS FOR FUNDING DECISIONS FOR THE NEXT FISCAL YEAR. IN ADDITION, A RECORD OF ALL GRANTS MADE IS MAINTAINED IN ORDER TO ENSURE THAT GRANTS ARE USED AS REQUESTED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARC B TERRILL
PRESIDENT$484,590$0$75,000$0$96,062$0$161,000$0$42,493$0$859,145$0$50,000$0
MARK SMOLARZ
COO/CFO$226,924$0$0$0$0$0$9,200$0$24,387$0$260,511$0$0$0
MICHAEL FRIEDMAN
SENIOR VICE PRESIDENT$216,922$0$0$0$0$0$8,600$0$1,034$0$226,556$0$0$0
LESLIE POMERANTZ
SENIOR VICE PRESIDENT$175,928$0$0$0$0$0$6,731$0$928$0$183,587$0$0$0
MICHAEL DYE
VP, INVESTMENTS & RISK MGMT$168,655$0$0$0$0$0$6,656$0$35,670$0$210,981$0$0$0
CONNIE STERN
VP, FINANCE$124,986$0$0$0$0$0$5,400$0$28,517$0$158,903$0$0$0
ALLISON BAUMWALD
SVP, ANNUAL CAMPAIGN$121,571$0$0$0$0$0$5,492$0$35,530$0$162,593$0$0$0
DARRELL FRIEDMAN
FORMER OFFICER$0$0$0$0$143,368$0$0$0$0$0$143,368$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE ORGANIZATION PROVIDES BUSINESS RELATED TRAVEL AND OTHER EXPENSES TO MARC TERRILL PURSUANT TO HIS EMPLOYMENT CONTRACT.
PART I, LINE 4BMARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. $63,719 VESTED DURING THE YEAR AND IS INCLUDED IN FORM 990, PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN BIII. $150,000 WAS DEFERRED AND IS INCLUDED IN FORM 990, PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C. AS DETAILED IN FORM 990, PART VI, SECTION B, LINE 15, A NEW 5-YEAR CONTRACT WAS EXECUTED BEGINNING JANUARY 1, 2017. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT.
PART I, LINE 7MARC TERRILL RECEIVES AN ANNUAL BONUS THAT IS BASED ON PERFORMANCE.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (8 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
MARC TERRILL
PRESIDENTADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$9,361$9,36100Yes (1)
MICHAEL FRIEDMAN
KEY EMPLOYEEADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$5,160$5,16000Yes (1)
LESLIE POMERANTZ
KEY EMPLOYEEADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$4,370$4,37000Yes (1)
MICHAEL DYE
KEY EMPLOYEEADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$4,683$4,68300Yes (1)
CAROLE TAYLOR
HIGHEST COMPENSATEDADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$3,421$3,42100Yes (1)
CONNIE STERN
HIGHEST COMPENSATEDADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$2,976$2,97600Yes (1)
ALLISON BAUMWALD
HIGHEST COMPENSATEDADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$2,347$2,34700Yes (1)
BEN GERSHOWITZ
HIGHEST COMPENSATEDADVANCE DUE TO TRANSITION IN PAYROLL SYSTEMYes (X)$2,969$2,96900Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$35,287TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution157ContributionCnt
Noncash Contributions Rpt F990$2,612,772NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):REPORTING THE NUMBER OF CONTRIBUTIONS
PART I, LINE 32B:THIRD PARTIES ARE USED TO SELL NON-CASH ASSETS (INCLUDING DONATED REAL ESTATE). THE ORGANIZATION DOES NOT HAVE ANY ONGOING RELATIONSHIPS WITH THESE THIRD PARTIES, BUT WILL PICK BASED ON NEED AND LOCATION OF THE NON-CASH ASSETS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DIRECTORS, STEVE FADER AND ROBERT RUSSEL HAD A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6ANY INDIVIDUAL(S), JEWISH OR NON-JEWISH, WHO SUPPORTS THE MISSION AND WHO, DIRECTLY OR THROUGH A FAMILY, CORPORATION, FIRM, TRUST, OR FOUNDATION, CONTRIBUTES TO THE ASSOCIATED ANNUAL CAMPAIGN IN ANY FISCAL YEAR OF THE ASSOCIATED, SHALL BE A MEMBER FOR AND DURING THE FISCAL YEAR IN WHICH A CONTRIBUTION IS MADE AND FOR THE SUCCEEDING FISCAL YEAR.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF GOVERNORS. ELECTIONS OF DIRECTORS AND OFFICERS SHALL BE HELD BY BALLOT AT EACH ANNUAL MEETING OF THE ASSOCIATED.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBERS OF THE ORGANIZATION ARE REQUIRED TO APPROVE ANY AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD DELEGATED AUTHORITY OF THE REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. BOTH SENIOR MANAGEMENT AND THE AUDIT COMMITTEE HAVE REVIEWED THE FORM 990 IN DETAIL PRIOR TO SUBMISSION TO THE IRS. THE ENTIRE BOARD CAN REVIEW AN ELECTRONIC COPY PRIOR TO SUBMISSION OF THE FORM TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, BOARD MEMBERS AND SENIOR STAFF OF THE ASSOCIATED ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. EACH OFFICER, DIRECTOR AND STAFF MEMBER IS EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS INCLUDING A DIRECT OR INDIRECT INTEREST (FINANCIAL, FAMILIAL OR OTHERWISE) WITH THE BUSINESS OF THE ASSOCIATED. IF THE ASSOCIATED TAKES UP FOR CONSIDERATION ANY MATTER IN WHICH AN OFFICER, DIRECTOR OR STAFF MEMBER, OR PERSONS AFFILIATED WITH THEM, HAVE SUCH A CONFLICTED INTEREST, THE ASSOCIATED SHALL RESOLVE QUESTIONS OF REAL OR APPARENT CONFLICT OF INTEREST THROUGH THE FOLLOWING PROCEDURES: 1. THE PERSON WITH A CONFLICTED INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. 2. THE PERSON SO AFFECTED MAY TAKE PART IN ANY DISCUSSION OF ANY SUCH MATTERS, UNLESS THE ASSOCIATED SPECIFICALLY REQUESTS THE PERSON TO ABSTAIN FROM SUCH DISCUSSION. 3. THE PERSON WITH A CONFLICTED INTEREST SHALL ABSTAIN FROM VOTING ON ANY RESOLUTION INVOLVING SUCH MATTERS.
FORM 990, PART VI, SECTION B, LINE 15THE ASSOCIATED'S EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPRISED OF BOTH PAST AND CURRENT TOP LAY LEADERSHIP ANNUALLY REVIEWS COMPENSATION OF ALL KEY EMPLOYEES, OFFICERS AND THE PRESIDENT BASED ON REVIEW OF INDEPENDENT SURVEYS OF SUCH INDIVIDUALS OF OTHER LIKE SIZE ORGANIZATIONS ACROSS THE NATION AS WELL AS COMPENSATION REVIEWS OF OTHER NOT FOR PROFIT ORGANIZATIONS IN THE GREATER BALTIMORE METRO AREA. THE COMMITTEE CONSIDERS STANDARDS OF LIVING AS WELL AS SIZE AND COMPLEXITY OF SUCH ORGANIZATIONS. THE COMMITTEE ALSO REVIEWS THE PERCENTAGE OF COMPENSATION OF SUCH EMPLOYEES TO THE TOTAL OPERATING BUDGET AND CONSIDERS GENERAL ECONOMIC CONDITIONS IMPACTING THE ORGANIZATION'S ENVIRONMENT THAT IT OPERATES WITHIN TO DETERMINE THAT SUCH PERCENTAGE APPEARS TO FALL IN LINE WITH SIMILAR ORGANIZATIONS. THE DETERMINATION OF THE EXECUTIVE COMPENSATION COMMITTEE IS THEN PRESENTED TO THE AFFECTED EMPLOYEE AS AN OFFER.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART XI, LINE 9:ADJUSTMENT FOR CAPITAL 164,154.
FORM 990, PART IXTHE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED) AND THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE (THE AJC) ARE AFFILIATE ORGANIZATIONS AND WORK IN CONJUNCTION WITH EACH OTHER TO ACCOMPLISH THE MISSION OF THE ASSOCIATED. THE TWO ORGANIZATIONS WERE FORMED AS SEPARATE ENTITIES TO DIVIDE THE ASSET HOLDING ORGANIZATION (THE AJC) FROM THE PROGRAM SERVICE DELIVERY ORGANIZATION (THE ASSOCIATED). IF THE TWO ORGANIZATIONS WERE COMBINED, THE TOTAL AMOUNT OF PROGRAM SERVICE EXPENSES COMPARED TO TOTAL EXPENSES WOULD BE 89.71%. THE ASSOCIATED PROGRAM EXPENSE 46,759,415 TOTAL EXPENSE 54,450,394 PROGRAM SERVICE % 85.88% AJC PROGRAM EXPENSE 32,458,662 TOTAL EXPENSE 33,855,920 PROGRAM SERVICE % 95.87% TOTAL PROGRAM EXPENSE 79,218,077 TOTAL EXPENSE 88,306,314 PROGRAM SERVICE % 89.71%

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (48 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201526024192EXEMPT ORGANIZATIONMD501(C)(3)LINE 7THE ASSOCIATED JCFBYes (1)
ZANVYL KRIEGER FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521126684CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
JILL FOX MEMORIAL FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521167942CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
DUPKIN JEWISH CHARITY & WELFARE FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521163411CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
SARAH & HAROLD ZALESCH FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521191346CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
GOLDSMITH FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521306094CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
MARTIN S HIMELES SR FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521489357CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
FELDMAN FAMILY FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521489355CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
MARVIN SCHAPIRO FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521615020CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521636273CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
JEWISH DAY SCHOOL FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521879606CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
BRENDA BROWN LIPITZ FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201311555883CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
JOAN G AND JOSEPH KLEIN FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201311555845CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
BAVAR FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522230085CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
JOSEPH & ANNETTE COOPER FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522206655CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FDN INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522205658CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
HERBERT & PHYLLIS SIEGEL CHARITABLE FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201261943873CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201461468312CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
MACADOO FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201463952974CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
LUSKIN FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201465753796CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
SIDNEY S NAHAM FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201474204051CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
WOLASKY FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201820956858CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
HOFFBERGER FAMILY FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521167596CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
NATHAN & PAULINE MASH FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521436803CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
HARRY WEINBERG FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521541188CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
SWIRNOW CHARITABLE FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521680035CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
GERSON G & SANDY F EISENBERG FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521726080CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
THE FLORENCE & CHARLES HOFFBERGER CHARITABLE FDN INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521801455CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
PEARLSTONE FAMILY FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521249913CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
WILLIAM & IRENE WEINBERG FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521857755CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
NATHAN & LILLIAN WEINBERG FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521867912CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
THE RICHMAN FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201521899221CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
KESHER FUND OF THE COHEN-FRUCHTMAN-KRIEGER FMLY INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201311478499CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
MARJORIE COOK FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201526044319CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
DAVID & REGINA WEINBERG FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201311615045CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
THE FUND FOR CHANGE INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201311662222CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
THE BANCROFT FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201311644387CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
KR FUND INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522209699CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
LINDA & G ARNOLD KAUFMAN FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201522204089CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
STEVEN AND LINDA HURWITZ FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201813750702CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
ZIMMERMAN FUND FOR CHILDREN INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201562523091CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
LYN STACIE GETZ FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201203486477CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
JUDI & STEVEN B FADER FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201223920799CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
GLENN & DEBRA WEINBERG FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201208142217CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
LIBMAN FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201208572565CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
YEHUDA & ANNE NEUBERGER FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201271040796CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
SHOLK-KAPLAN FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201453915659CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
VOLOSOV FAMILY FOUNDATION INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201474050322CHARITABLE SUPPORTMD501(C)(3)LINE 12A, ITHE ASSOCIATED JCFBYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (21 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ASSOCIATED JEWISH CHARITIES OF BALTIMORE
C$10,341,562CASH VALUE
DUPKIN JEWISH CHARITY AND WELFARE FUND
C$570,000CASH VALUE
GERSON G AND SANDY F EISENBERG FOUNDATION INC
C$96,000CASH VALUE
GOLDSMITH FOUNDATION
C$500,000CASH VALUE
HARRY WEINBERG FAMILY FOUNDATION INC
C$1,437,500CASH VALUE
HOFFBERGER FAMILY FUND INC
C$734,000CASH VALUE
JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC
C$115,000CASH VALUE
KOLKER-SAXON-HALLOCK FUND
C$136,623CASH VALUE
MARTIN S HIMELES SR FOUNDATION INC
C$55,000CASH VALUE
PEARLSTONE FAMILY FUND
C$747,550CASH VALUE
RICHMAN FAMILY FOUNDATION INC
C$120,000CASH VALUE
ZANVYL AND ISABELLE KRIEGER FUND INC
C$454,273CASH VALUE
VOLOSOV FAMILY FOUNDATION INC
C$100,000CASH VALUE
YEHUDA AND ANNE NEUBERGER FOUNDATION INC
C$125,000CASH VALUE
MARVIN SCHAPRIO FAMILY FOUNDATION INC
C$250,000CASH VALUE
BAVAR FAMILY FOUNDATION INC
C$50,000CASH VALUE
JOSEPH & ANNETTE COOPER FAMILY FOUNDATION INC
C$170,000CASH VALUE
MACADOO FAMILY FOUNDATION INC
C$120,000CASH VALUE
NATHAN & LILLIAN WEINBERG FAMILY FOUNATION INC
C$50,250CASH VALUE
JUDI & STEVEN B FADER FAMILY FOUNDATION INC
C$156,000CASH VALUE
SHOLK-KAPLAN FAMILY FOUNDATION INC
C$63,000CASH VALUE