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THE JEWISH FEDERATIONS OF NORTH AMERICA INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC (EIN 13-1624240)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-06-08
IRS object ID
202041609349301049
Schema version
2018v3.3
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)
Return2020-06-08T16:37:56-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Jewish Federations of North America IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PAMELA ZALTSMANInCareOfNm
Business Name ControlJEWIBusinessNameControlTxt
Phone2122846615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 Broadway Suite 1700AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAM ZALTSMANPersonNm
Person TitleCFOPersonTitleTxt
Phone2122846958PhoneNum
Signature2020-06-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.150.32.203IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id26308920201605000041FederalOriginalSubmissionId
Federal Original Submission Id2020-06-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5420DA1AD2174A26794FB5C7506047558F7C2F16AtSubmissionCreationDeviceId
At Submission Filing Device Id39C0125CC38244DCDF9016B1ED97A2DB16F09D4FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIC FINGERHUTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 Broadway STE 1700AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$278,964,986GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jewishfederations.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1935FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 146 FEDERATIONS, 300+ NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS.ActivityOrMissionDesc
Voting Members Governing Body125VotingMembersGoverningBodyCnt
Voting Members Independent124VotingMembersIndependentCnt
Total Employee179TotalEmployeeCnt
Total Volunteers180TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$233,523,837PYContributionsGrantsAmt
CY Contributions Grants$249,638,283CYContributionsGrantsAmt
PY Program Service Revenue$28,113,833PYProgramServiceRevenueAmt
CY Program Service Revenue$20,128,993CYProgramServiceRevenueAmt
PY Investment Income$1,623,189PYInvestmentIncomeAmt
CY Investment Income$3,464,912CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$263,260,859PYTotalRevenueAmt
CY Total Revenue$273,232,188CYTotalRevenueAmt
PY Grants And Similar Paid$212,423,470PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$220,615,523CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,788,284PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,082,668CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,022,001CYTotalFundraisingExpenseAmt
PY Other Expenses$24,050,484PYOtherExpensesAmt
CY Other Expenses$26,035,016CYOtherExpensesAmt
PY Total Expenses$260,262,238PYTotalExpensesAmt
CY Total Expenses$270,733,207CYTotalExpensesAmt
PY Revenues Less Expenses$2,998,621PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,498,981CYRevenuesLessExpensesAmt
Total Assets BOY$292,149,568TotalAssetsBOYAmt
Total Assets EOY$283,116,192TotalAssetsEOYAmt
Total Liabilities BOY$165,005,300TotalLiabilitiesBOYAmt
Total Liabilities EOY$160,513,345TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$127,144,268NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$122,602,847NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 146 JEWISH FEDERATIONS, 300 INDEPENDENT NETWORK JEWISH COMMUNITIES ACROSS NORTH AMERICA AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. THE FEDERATION MOVEMENT PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). THE JEWISH FEDERATIONS OF NORTH AMERICA LEADS A CONTINENTAL FEDERATION MOVEMENT TO MOBILIZE FINANCIAL AND SOCIAL RESOURCES THROUGH PHILANTHROPIC ENDEAVORS, STRATEGIC INITIATIVES AND INTERNATIONAL AGENCIES THAT STRENGTHEN THE JEWISH PEOPLE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$207,277,579ExpenseAmt
Grant$207,277,579GrantAmt
DescGRANTS TO UNITED ISRAEL APPEAL, INC., THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE AND WORLD ORT. PROVIDING IMMIGRATION AND ABSORPTION SERVICES FOR JEWISH IDENTITY PROGRAMS, EDUCATIONAL AND VOCATIONAL TRAINING, RELIEF AND WELFARE PROGRAMS AROUND THE WORLD AND SOCIAL DEVELOPMENT PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$22,479,629ExpenseAmt
Revenue$10,357,910RevenueAmt
DescFUNDRAISING/INFRASTRUCTURE: JFNA'S PHILANTHROPIC RESOURCES DEPARTMENT PROVIDES FUNDRAISING EXPERTISE, CONSULTING AND SUPPORT FOR JEWISH FEDERATIONS AND SMALLER NETWORK COMMUNITIES. THE DEPARTMENT SUPPORTS THE CENTRAL ENGINE OF FEDERATION FUNDRAISING, THE UNRESTRICTED ANNUAL CAMPAIGN, AS WELL AS ENDOWMENT FUNDS AND TARGETED SUPPLEMENTAL GIVING. THE PHILANTHROPIC RESOURCES DEPARTMENT ALSO WORKS WITH FEDERATIONS ON KEY AREAS SUCH AS FAMILY AND GENERATIONAL PHILANTHROPY AND LEGACY GIVING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,459,843ExpenseAmt
Revenue$6,807,501RevenueAmt
DescPOWER OF THE COLLECTIVE JFNA HELPS FEDERATIONS MAKE THE GREATEST POSSIBLE IMPACT ON FUNDRAISING AND TO MEET THE GREATEST ARRAY OF JEWISH NEEDS BY LEADING COMMUNITIES TO ACT COLLECTIVELY AND STRATEGICALLY. JFNA PROVIDES THOUGHT LEADERSHIP, AND LEADS FEDERATIONS IN TIMES OF CRISIS, SUCH AS NATURAL DISASTERS, GLOBAL CONFLICTS AND THE ECONOMIC DOWNTURN, WHILE MEETING NEEDS AT HOME AND OVERSEAS. JFNA PRODUCES KEY EVENTS SUCH AS THE ANNUAL GENERAL ASSEMBLY FEDLAB, WHICH ALLOW FEDERATIONS TO CONVENE AND LEVERAGE OUR MOVEMENT'S IMPACT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$8,991,934$8,991,934$2,526,146Grants to agencies for humaitarian purposes.
$3,343,820$230,105Work with Overseas partners
$4,346,010$4,346,010U.S. Government Grant Holocaust Survivors Fund
$1,692,358$207,331Recruiting & developing talent for Federations
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$18,374,122TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$13,337,944TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$2,963,582TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$257,591,173TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document210IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee179EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members125GoverningBodyVotingMembersCnt
Independent Voting Member124IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAMELA ZALTSMANPersonNm
Phone2122846958PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 BROADWAYAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (169 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Mark Wilf
BOARD CHAIR EFF. 11/1820.01.0Yes (X)Yes (X)$0$0$0
Richard Sandler see sch o
BOARD CHAIR through 11/1820.012.5Yes (X)Yes (X)$0$0$0
Jodi Schwartz see sch o
BOARD Vice Chair EFF. 11/1820.00.0Yes (X)Yes (X)$0$0$0
Cynthia Shapira see sch o
BOARD Vice Chair EFF. 11/1820.00.0Yes (X)Yes (X)$0$0$0
David T Brown see sch o
Nat'al Campaign Chair (11/18)20.010.0Yes (X)Yes (X)$0$0$0
Suzanne Grants through 1118
National Campaign Chair20.00.0Yes (X)Yes (X)$0$0$0
Harold Gernsbacher
Treasurer EFF. 11/1820.00.0Yes (X)Yes (X)$0$0$0
Julie Platt
Secretary EFF. 11/201820.00.0Yes (X)Yes (X)$0$0$0
Sheryl Kimerling see sch o
Secretary Through 11/1820.00.0Yes (X)Yes (X)$0$0$0
Michael Abrams
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Wendy Abrams
Trustee1.00.0Yes (X)$0$0$0
Roberta Abrams Paer
Trustee1.01.0Yes (X)$0$0$0
Meryl Ainsman
Trustee1.00.0Yes (X)$0$0$0
Eric Albert
Trustee Through 11/181.00.0Yes (X)$0$0$0
Judy Altenberg
Trustee Through 11/181.00.0Yes (X)$0$0$0
Sanford Antignas
Trustee1.00.0Yes (X)$0$0$0
Stephen Aronson
Trustee Began Service 11/181.01.0Yes (X)$0$0$0
Bradley Bell
Trustee1.00.0Yes (X)$0$0$0
Gary Berman
Trustee Through 11/181.00.0Yes (X)$0$0$0
Sarah Boden
Trustee1.00.0Yes (X)$0$0$0
Merom Brachman
Trustee1.00.0Yes (X)$0$0$0
Beth Wain Brandon
Trustee1.00.0Yes (X)$0$0$0
David J Butler
Trustee1.00.0Yes (X)$0$0$0
Amy Berger Chafetz
Trustee1.01.0Yes (X)$0$0$0
Sam Chafetz
Trustee1.00.0Yes (X)$0$0$0
Rina Chessin
Trustee1.00.0Yes (X)$0$0$0
Brett Cohen
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Patricia Croughan
Trustee Through 11/181.00.0Yes (X)$0$0$0
Amy Dean
Trustee Through 11/181.00.0Yes (X)$0$0$0
Alisa Doctoroff
Trustee1.00.0Yes (X)$0$0$0
Brian Drowas
Trustee1.00.0Yes (X)$0$0$0
Tina Erlich
Trustee1.00.0Yes (X)$0$0$0
Richard Fiedotin
Trustee1.00.0Yes (X)$0$0$0
Diane S Feinberg
Trustee Through 11/181.00.0Yes (X)$0$0$0
Howard Feinsand
Trustee Through 11/181.00.0Yes (X)$0$0$0
Dori Fenenbock
Trustee1.00.0Yes (X)$0$0$0
Susan Weiss Firestone
Trustee1.00.0Yes (X)$0$0$0
Cheryl Fishbein
Trustee Through 11/181.00.0Yes (X)$0$0$0
Isaac K Fisher
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Suzette Fisher
Trustee1.00.0Yes (X)$0$0$0
Martine Fleishman
Trustee1.00.0Yes (X)$0$0$0
Michael Frankel
Trustee1.00.0Yes (X)$0$0$0
William Freedman
Trustee1.00.0Yes (X)$0$0$0
Meryl Gallatin
Trustee1.00.0Yes (X)$0$0$0
Ira Gerstein
Trustee1.00.0Yes (X)$0$0$0
Debra Gober
Trustee1.00.0Yes (X)$0$0$0
Arthur Goldberg
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Theodore Goldberg
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Debby Goldenberg
Trustee1.00.0Yes (X)$0$0$0
David Golder
Trustee1.00.0Yes (X)$0$0$0
Marilyn Goldsmith
Trustee1.00.0Yes (X)$0$0$0
Suzanne B Grant
Trustee1.00.0Yes (X)$0$0$0
Joshua Green
Trustee1.00.0Yes (X)$0$0$0
Gerald Greiman
Trustee1.00.0Yes (X)$0$0$0
Alberto Grinspun
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Gary Gross
Trustee Through 11/181.00.0Yes (X)$0$0$0
Andrew J Groveman
Trustee Through 11/181.00.0Yes (X)$0$0$0
Neil Gurvitch
Trustee Began Service 11/181.01.0Yes (X)$0$0$0
Dan Guyer
Trustee1.00.0Yes (X)$0$0$0
Jim Heeger
Trustee Through 11/181.00.0Yes (X)$0$0$0
J Davide Heller
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Alison Himel
Trustee1.00.0Yes (X)$0$0$0
Michelle Hirsch
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Andrew S Hochberg
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Rachel Hoffer
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Joseph Hollander
Trustee Through 11/181.00.0Yes (X)$0$0$0
Linda A Hurwitz
Trustee1.00.0Yes (X)$0$0$0
John Isenberg
Trustee Through 11/181.00.0Yes (X)$0$0$0
Anne Jacobson
Trustee Through 11/181.00.0Yes (X)$0$0$0
Karen James
Trustee1.00.0Yes (X)$0$0$0
Sharon Janks
Trustee1.00.0Yes (X)$0$0$0
Beth Kaplan
Trustee1.01.0Yes (X)$0$0$0
Aron Karabel
Trustee1.00.0Yes (X)$0$0$0
Julie Kass
Trustee1.00.0Yes (X)$0$0$0
Matthew Keller
Trustee1.00.0Yes (X)$0$0$0
Linda Ketover
Trustee1.00.0Yes (X)$0$0$0
David-Seth Kirshner
Trustee1.00.0Yes (X)$0$0$0
Amy Kline
Trustee1.00.0Yes (X)$0$0$0
Lori Klinghoffer
Trustee1.00.0Yes (X)$0$0$0
Simone Knego
Trustee Through 11/181.010.0Yes (X)$0$0$0
Rena Kopelman
Trustee1.00.0Yes (X)$0$0$0
Jennifer L Korach
Trustee1.00.0Yes (X)$0$0$0
Scott Krieger
Trustee1.00.0Yes (X)$0$0$0
Jocelyn Krifcher
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Shelly Kupfer
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Alison Lebovitz
Trustee1.00.0Yes (X)$0$0$0
Michael Lebovitz
Trustee1.00.0Yes (X)$0$0$0
David W Lentz
Trustee1.00.0Yes (X)$0$0$0
Jonathan P Levitt
Trustee1.00.0Yes (X)$0$0$0
Liza Levy
Trustee Through 11/181.00.0Yes (X)$0$0$0
Keith Libman
Trustee1.00.0Yes (X)$0$0$0
Joan Lubar
Trustee1.00.0Yes (X)$0$0$0
Kathy Manning
Trustee1.00.0Yes (X)$0$0$0
Zvi S Marans
Trustee Through 11/181.00.0Yes (X)$0$0$0
Joel Marks
Trustee1.00.0Yes (X)$0$0$0
Adam Miller
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Nancy Mimoun
Trustee1.00.0Yes (X)$0$0$0
Heidi Monkarsh
Trustee1.00.0Yes (X)$0$0$0
Gail Norry
Trustee1.00.0Yes (X)$0$0$0
Julie Wise Oreck
Trustee1.00.0Yes (X)$0$0$0
Marcie H Orley
Trustee1.00.0Yes (X)$0$0$0
Ann Pava
Trustee1.00.0Yes (X)$0$0$0
Yakov Polatsek
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Rona Pozner
Trustee Through 11/181.00.0Yes (X)$0$0$0
Albert Praw
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Daniel Prescott
Trustee1.00.0Yes (X)$0$0$0
Sari Anne Rapkin
Trustee1.00.0Yes (X)$0$0$0
Dena Boronkay Rashes
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Linda Ravvin
Trustee Through 11/181.00.0Yes (X)$0$0$0
Zoe Riekes
Trustee1.00.0Yes (X)$0$0$0
Leslie Dannin Rosenthal
Trustee1.01.0Yes (X)$0$0$0
Sarah Rubin
Trustee1.00.0Yes (X)$0$0$0
Robin Kauffman Saran
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Jeffrey Scheck
Trustee1.00.0Yes (X)$0$0$0
Andrea Schneider
Trustee1.00.0Yes (X)$0$0$0
Ronna Schneider
Trustee1.00.0Yes (X)$0$0$0
Stacey Schulman
Trustee1.00.0Yes (X)$0$0$0
David Schulman
Trustee Through 11/181.00.0Yes (X)$0$0$0
Lori Schwartz
Trustee1.00.0Yes (X)$0$0$0
Phyllis Seaman
Trustee1.00.0Yes (X)$0$0$0
Barry Seidman
Trustee1.00.0Yes (X)$0$0$0
S Stephen Selig
Trustee1.00.0Yes (X)$0$0$0
Brian Seymour
Trustee1.00.0Yes (X)$0$0$0
Steven Shaffer
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Nathan Shor
Trustee1.00.0Yes (X)$0$0$0
Kim Shwachman
Trustee Through 11/181.00.0Yes (X)$0$0$0
Michael D Siegal
Trustee Through 11/181.00.0Yes (X)$0$0$0
Mark Silberman
Trustee1.01.0Yes (X)$0$0$0
Stephen J Silverman
Trustee Through 11/181.00.0Yes (X)$0$0$0
Bill Silverstein
Trustee Through 11/181.00.0Yes (X)$0$0$0
Arthur Slepian
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Dganit Slovik
Trustee1.00.0Yes (X)$0$0$0
Howard Stein
Trustee1.00.0Yes (X)$0$0$0
David Steirman
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Jeffrey M Stern
Trustee Through 11/181.00.0Yes (X)$0$0$0
Brian Tauber
Trustee1.00.0Yes (X)$0$0$0
Michael Teplitsky
Trustee Through 11/181.00.0Yes (X)$0$0$0
Kathryn Unger
Trustee1.00.0Yes (X)$0$0$0
Neil Wallack
Trustee1.00.0Yes (X)$0$0$0
Nat Wasserstein
Trustee1.00.0Yes (X)$0$0$0
Debra Weinberg
Trustee1.00.0Yes (X)$0$0$0
Sanford Weiner
Trustee1.00.0Yes (X)$0$0$0
Elliott Weinstein
Trustee1.00.0Yes (X)$0$0$0
Steven J Weiss
Trustee Through 11/181.00.0Yes (X)$0$0$0
Katie Whitlatch
Trustee1.00.0Yes (X)$0$0$0
Orna Wolens
Trustee Through 11/181.00.0Yes (X)$0$0$0
Marc E Wolf
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Royce Wolff
Trustee1.00.0Yes (X)$0$0$0
Jackie Sprinces Wong
Trustee1.00.0Yes (X)$0$0$0
Andrea Yablon
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Robert K Yass
Trustee1.00.0Yes (X)$0$0$0
Michael Zaransky
Trustee1.00.0Yes (X)$0$0$0
Vicki Zell
Trustee1.00.0Yes (X)$0$0$0
Dan Zelman
Trustee Began Service 11/181.00.0Yes (X)$0$0$0
Gerrald B Silverman
President & CEO through 9/1950.00.0Yes (X)$635,677$0$60,069
Mark Gurvis
Executive Vice President50.00.0Yes (X)$385,774$0$42,275
Pamela A Zaltsman
Chief Financial Officer37.512.5Yes (X)$176,313$58,771$11,932
Becky Porath
General Counsel50.00.0Yes (X)$171,779$0$43,896
Brian Abrahams
Senior Vice President50.00.0$315,753$0$45,059Yes (X)
Becky Caspi
Director General Israel Office50.00.0$277,045$0$70,767Yes (X)
William Daroff
Senior Vice President50.00.0$301,308$0$42,027Yes (X)
Pam Kurtzman
Senior Vice President50.00.0$162,656$0$6,858Yes (X)
Renee Rothstein
Senior Vice President50.00.0$286,373$0$23,136Yes (X)
David Mallach
V-UIA/Executive VP-IEF20.030.0$82,589$123,884$42,114Yes (X)
Shari Cohen
Vice President50.00.0$193,767$0$30,918Yes (X)
Kimberlee Fish
Executive Director50.00.0$204,139$0$19,131Yes (X)
Irit Gross
Associate Vice President50.00.0$213,014$0$40,549Yes (X)
David Kessel
Associate Vice President50.00.0$256,738$0$19,364Yes (X)
Beth Mann
Vice President50.00.0$209,748$0$23,425Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,872,673TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$182,655TotReportableCompRltdOrgAmt
Total Other Compensation$521,520TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K80IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DIPLOMAT BEACH RESORT
3555 SOUTH OCEAN DRIVEHOLLYWOODFL33019MEETING SPEACE/SERV$914,933
THE BRIDGESPAN GROUP INC
2 COPLEY PLACE SUITE 3700BBOSTONMA21165STRATEGIC PLAN$866,268
BLACKBAUD INC
PO BOX 930256ATLANTAGA31193DONOR MAN SYSTEM$787,007
FUSION LABS INC
75 REMITTANCE DRIVECHICAGOIL60675DONOR MAN SYSTEM$428,509
SECOND MILE PRODUCTIONS
10531 EAST CLOVER LANEFORNEYTX75126MEETING EQUIPMENT$417,673
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K30CntrctRcvdGreaterThan100KCnt
Government Grants$4,934,990GovernmentGrantsAmt
All Other Contributions$244,703,293AllOtherContributionsAmt
Total Contributions$249,638,283TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FUNDRAISING INFRASTRUCTURE900099$10,357,910$10,357,910
POWER OF THE COLLECTIVE900099$6,807,501$6,807,501
DISASTER RELIEF900099$2,526,146$2,526,146
ISRAEL AND OVERSEAS900099$230,105$230,105
TALENT900099$207,331$207,331
FieldValueIRS element (for citing)
Total Program Service Revenue$20,128,993TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,362,001TotalRevenueColumnAmt
Exclusion$1,362,001ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,835,709SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,732,798SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,102,911SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,102,911TotalRevenueColumnAmt
Exclusion$2,102,911ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$273,232,188TotalRevenueColumnAmt
Related Or Exempt Func Income$20,128,993RelatedOrExemptFuncIncomeAmt
Exclusion$3,464,912ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$220,511,955TotalAmt
Program Services$220,511,955ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$103,568TotalAmt
Program Services$103,568ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,447,143TotalAmt
Program Services$1,460,898ProgramServicesAmt
Management And General$1,618,216ManagementAndGeneralAmt
Fundraising$368,029FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$90,708TotalAmt
Program Services$90,708ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,987,192TotalAmt
Program Services$10,321,483ProgramServicesAmt
Management And General$3,575,146ManagementAndGeneralAmt
Fundraising$1,090,563FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,779,113TotalAmt
Program Services$1,226,958ProgramServicesAmt
Management And General$423,316ManagementAndGeneralAmt
Fundraising$128,839FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,350,051TotalAmt
Program Services$1,620,703ProgramServicesAmt
Management And General$559,163ManagementAndGeneralAmt
Fundraising$170,185FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,428,461TotalAmt
Program Services$985,132ProgramServicesAmt
Management And General$339,883ManagementAndGeneralAmt
Fundraising$103,446FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$255,040TotalAmt
Program Services$109,315ProgramServicesAmt
Management And General$145,725ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$137,493TotalAmt
Management And General$137,493ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$473,033TotalAmt
Management And General$473,033ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,804,973TotalAmt
Program Services$5,064,290ProgramServicesAmt
Management And General$1,731,948ManagementAndGeneralAmt
Fundraising$8,735FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,151,429TotalAmt
Program Services$922,580ProgramServicesAmt
Management And General$219,172ManagementAndGeneralAmt
Fundraising$9,677FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$725,138TotalAmt
Program Services$471,364ProgramServicesAmt
Management And General$246,774ManagementAndGeneralAmt
Fundraising$7,000FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$123,792TotalAmt
Program Services$19,151ProgramServicesAmt
Management And General$104,484ManagementAndGeneralAmt
Fundraising$157FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,031,789TotalAmt
Program Services$3,207,630ProgramServicesAmt
Management And General$819,097ManagementAndGeneralAmt
Fundraising$5,062FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,095,556TotalAmt
Program Services$757,465ProgramServicesAmt
Management And General$231,077ManagementAndGeneralAmt
Fundraising$107,014FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,689,365TotalAmt
Program Services$5,483,390ProgramServicesAmt
Management And General$182,681ManagementAndGeneralAmt
Fundraising$23,294FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,164TotalAmt
Program Services$161ProgramServicesAmt
Management And General$14,003ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$662,431TotalAmt
Program Services$447,526ProgramServicesAmt
Management And General$214,905ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$259,534TotalAmt
Program Services$176,730ProgramServicesAmt
Management And General$82,804ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISSIONSDesc
Total$4,611,279TotalAmt
Program Services$4,610,166ProgramServicesAmt
Management And General$1,113ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$270,733,207TotalAmt
Program Services$257,591,173ProgramServicesAmt
Management And General$11,120,033ManagementAndGeneralAmt
Fundraising$2,022,001FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,439,047BOYAmt
EOY$8,030,896EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,213,272BOYAmt
EOY$1,808,770EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,913,267BOYAmt
EOY$43,550,753EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$156,062,110BOYAmt
EOY$160,765,477EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,493BOYAmt
EOY$5,493EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,307,402BOYAmt
EOY$1,290,939EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,532,035LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,567,159LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,495,787BOYAmt
EOY$3,964,876EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$43,443,408BOYAmt
EOY$46,247,522EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$21,194,496BOYAmt
EOY$17,354,474EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$75,286BOYAmt
EOY$96,992EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$292,149,568BOYAmt
EOY$283,116,192EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,276,957BOYAmt
EOY$30,029,662EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,952,391BOYAmt
EOY$8,607,130EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$127,775,952BOYAmt
EOY$121,876,553EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$165,005,300BOYAmt
EOY$160,513,345EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,603,000BOYAmt
EOY$49,036,000EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$75,541,268BOYAmt
EOY$73,566,847EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$127,144,268BOYAmt
EOY$122,602,847EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$292,149,568BOYAmt
EOY$283,116,192EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,498,981ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$920,980NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$6,119,422OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

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$315,881,887CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$261,489,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$238,168,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,523,827CurrentTaxYearMinus1YearAmt
Current Tax Year$249,638,283CurrentTaxYearAmt
Total$1,298,702,101TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$315,881,887CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$261,489,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$238,168,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,523,827CurrentTaxYearMinus1YearAmt
Current Tax Year$249,638,283CurrentTaxYearAmt
Total$1,298,702,101TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,298,702,101PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$950,140CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$866,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$939,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,363,133CurrentTaxYearMinus1YearAmt
Current Tax Year$1,362,001CurrentTaxYearAmt
Total$5,481,643TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,304,183,744TotalSupportAmt
Gross Receipts Rltd Activities$98,790,800GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99580PublicSupportCY170Pct
Public Support PY1700.99610PublicSupportPY170Pct
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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$74,851FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$673,657FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$748,508FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$269,995,699FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$270,744,207FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$974,100CurrentYearMinus3Amt
Current Year Minus2$782,722CurrentYearMinus2Amt
Current Year Minus1$785,674CurrentYearMinus1Amt
Current Year$748,508CurrentYearAmt
Total$3,291,004TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$194,500CurrentYearMinus3Amt
Current Year Minus2$156,544CurrentYearMinus2Amt
Current Year Minus1$157,135CurrentYearMinus1Amt
Current Year$74,851CurrentYearAmt
Total$583,030TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,044,635BeginningYearBalanceAmt
Contributions$500,000ContributionsAmt
Investment Earnings Or Losses$1,063,068InvestmentEarningsOrLossesAmt
Other Expenditures$1,063,068OtherExpendituresAmt
End Year Balance$29,544,635EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,355,253BeginningYearBalanceAmt
Contributions$1,689,382ContributionsAmt
Investment Earnings Or Losses$2,406,660InvestmentEarningsOrLossesAmt
Other Expenditures$2,406,660OtherExpendituresAmt
End Year Balance$29,044,635EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,101,187BeginningYearBalanceAmt
Contributions$254,086ContributionsAmt
Investment Earnings Or Losses$3,347,012InvestmentEarningsOrLossesAmt
Other Expenditures$3,347,012OtherExpendituresAmt
End Year Balance$27,355,273EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,528,159BeginningYearBalanceAmt
Contributions$573,008ContributionsAmt
Investment Earnings Or Losses$964,000InvestmentEarningsOrLossesAmt
Other Expenditures$964,000OtherExpendituresAmt
End Year Balance$27,101,167EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,270,910BeginningYearBalanceAmt
Contributions$257,249ContributionsAmt
Investment Earnings Or Losses$602,000InvestmentEarningsOrLossesAmt
Other Expenditures$602,000OtherExpendituresAmt
End Year Balance$26,528,159EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,943,293OtherCostOrOtherBasisAmt
Depreciation$3,804,615DepreciationAmt
Book Value$3,138,678BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,443,839OtherCostOrOtherBasisAmt
Depreciation$2,145,212DepreciationAmt
Book Value$298,627BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,144,903OtherCostOrOtherBasisAmt
Depreciation$617,332DepreciationAmt
Book Value$527,571BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,964,876TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMINGLED$10,779,041F
LIMITED PARTNERSHIP$6,575,433F
FieldValueIRS element (for citing)
Total Book Value Securities$17,354,474TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$121,876,553Amt
FieldValueIRS element (for citing)
Total Liability$121,876,553TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$279,691,434TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$920,980NetUnrealizedGainsInvstAmt
Other Revenue$168,483,320OtherRevenueAmt
Revenue Not Reported$167,562,340RevenueNotReportedAmt
Revenue Subtotal$112,129,094RevenueSubtotalAmt
Investment Expenses Not Incld$473,033InvestmentExpensesNotIncldAmt
Other Revenues Not Included$160,630,061OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$161,103,094RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$273,232,188TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$285,237,903TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$175,607,790OtherExpensesIncludedAmt
Expenses Not Reported$175,607,790ExpensesNotReportedAmt
Expenses Subtotal$109,630,113ExpensesSubtotalAmt
Investment Expenses Not Incld2$473,033InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$160,630,061OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$161,103,094ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$270,733,207TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4:THE JEWISH FEDERATIONS OF NORTH AMERICA MAINTAINS ENDOWMENT FUNDS TO SUPPORT PROGRAMS INCLUDING THE JEWISH DATA BANK, CREATE A JEWISH LEGACY, VARIOUS PROGRAMS ABROAD INCLUDING ISRAEL AND THE FORMER SOVIET UNION, SUPPORT FEDERATIONS ANNUAL CAMPAIGNS AND TO MAINTAIN THE JEWISH DATABANK.
Schedule D, Part X, Line 2:UNDER ASC 740, "INCOME TAXES," AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE IMPLEMENTATION OF ASC 740 HAD NO IMPACT ON JFNA'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THEY HAVE TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAVE NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE REQUIRED TO DO SO. ADDITIONALLY, THE ORGANIZATION HAS FILED IRS FORM 990 INFORMATION RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE REQUIRED TO DO SO. FOR THE YEAR ENDED JUNE 30, 2019, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES.
Schedule D, Part XI, Line 2d:REVENUE OF $168,483,320. ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990.
Schedule D, Part XI, Line 4b:JFNA/UIA ELIMINATION ENTRY.....$160,630,061.
Schedule D, Part XII, Line 2d:EXPENSES OF $175,607,790. ATTRIBUTABLE TO UNITED ISRAEL APPEAL, INC. (A WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990.
Schedule D, Part XII, Line 4b:JFNA/UIA ELIMINATION ENTRY.....$160,630,061.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa128Program ServicesSEE PART V$10,625,361
Russia and the Newly Independent States00Grantmaking$31,500
Middle East and North Africa00Grantmaking$72,068
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees28SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee28TotalEmployeeCnt
Subtotal Spent$10,728,929SubtotalSpentAmt
Total Spent$10,728,929TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Russia and the Newly Independent StatesVOCATIONAL$31,500WIRE
Middle East and North AfricaVOCATIONAL$72,068WIRE
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, line 2:UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED. THE COMMITTEES MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATION REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, PRODUCE AN ANNUAL AUDIT BY AN INDEPENDENT FIRM AND MAINTAIN BY-LAWS THAT CONFIRM THE LEGALLY ACCEPTED STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATELY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE.
Scedule F, Part I, Line 3(1):JFNA GLOBAL OPERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD, ALONG WITH MISSIONS TO ISRAEL ARE ORGANIZED THROUGHOUT THE YEAR.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (64 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
JEWISH FEDERTION OF GREATER HOUSTON
5603 S BRAESWOOD BLVDHOUSTONTX77096741109654501C3$5,132,179HURRICANE HARVEY
ORT AMERICA
75 Maiden LaneNew YorkNY10038135562424501C3$2,326,279VOCATIONAL TRAINING
SECURE COMMUNITY NETWORK INC
25 BROADWAY ste 1700New YorkNY10004201437733501C3$1,533,000NATIONAL JEWISH
EDITH & CARL MARKS JEWISH COMMUNITY HOUSE OF BENSO
7802 Bay ParkwayBrooklynNY11214111633484501C3$400,000HOLOCAUST GRANTS
UJA-FEDERATION NEW YORK
130 E 59TH STREETNew YorkNY10022510172429501C3$350,000HOLOCAUST GRANTS
JEWISH FEDERATION OF GREATER LOS ANGELES
3580 Wilshire BlvdLos AngelesCA90010951691013501C3$312,500HOLOCAUST GRANTS
JEWISH FEDERATION OF METRO CHICAGO
3003 W Touhy AveCHICAGOIL60645362167761501C3$261,807HOLOCAUST GRANTS
PESACH TIKVAH HOPE DEVELOPMENT (NEW YORK)
18 Middleton StreetBrooklynNY11206112642641501C3$216,636HOLOCAUST GRANTS
JEWISH FEDERATION OF BROWARD COUNTY
5890 s PINE ISLAND RDDAVIEFL33328590967823501C3$200,000HOLOCAUST GRANTS
JEWISH FEDERATION OF GREATER METROWEST
901 Route 10WhippanyNJ07981221487222501C3$200,000HOLOCAUST GRANTS
JEWISH FEDERATION OF GREATER MIAMI
4200 Biscayne BlvdMiamiFL33137590624404501C3$200,000HOLOCAUST GRANTS
SELFHELP COMMUNITY SERVICES INC (NY)
520 Eight AvenueNew YorkNY10018131624178501C3$252,633HOLOCAUST GRANTS
JEWISH FAMILY SERVICE OF CENTRAL NEW JERSEY
655 Westfield AvenueElizabethNJ07208221487364501C3$165,000HOLOCAUST GRANTS
JEWISH FAMILY SVC OF FAMILY OF METRO DETROIT
6600 W Maple RoadW BloomfieldMI48322381358397501C3$157,500HOLOCAUST GRANTS
MY BROTHERS WORKSHOP
PO BOX 503205saint thomasVI00805660718884501C3$150,000MARIA RECOVERY
JEWISH FAMILY SERVICE ORANGE COUNTY NY
720 Route 17MMiddletownNY10940141731791501C3$148,874HOLOCAUST GRANTS
NECHAMA JEWISH RESPONSE TO DISASTER
12219 NICOLLET AVEBURNSVILLEMN55337411998750501C3$135,000HURRICANE FLORENCE
METROPOLITAN COUNCIL ON JEWISH POVERTY INC
77 Waker StreetNew YorkNY10005132738818501C3$131,250HOLOCAUST GRANTS
MJHS HOSPICE & PALLIATIVE CARE
6323 Seventh AvenueBrooklynNY11220133438643501C3$131,250HOLOCAUST GRANTS
TEMPLE BETH SHALOM PUERTO RICO
101 SAN JORGE STREETSAN JUANPR00911660397906501C3$126,750SOLAR PANELS
ISRAEL AID US GLOBAL HUMANITARIAN ASSISTANCE
3921 FABIAN WAY RM G106PALO ATLOCA94303462118255501C3$120,759CALIFORNIA FIRES
OLDER ADULT TECHNOLOGY SERVICES INC
168 7th Street Suite 3ABrooklynNY11215550882599501C3$112,500HOLOCAUST GRANTS
RAYMOND & MIRIAM KLEIN JCC DBA KLEINLIFE
10100 Jamison AvenuePhiladelphiaPA19116270840848501C3$100,000HOLOCAUST GRANTS
JEWISH FAMILY & COMMUNITY SERVICES EAST BAY
2484 Shattuck Avenue 210BerkleyCA94704943250304501C3$97,481HOLOCAUST GRANTS
FERD & GLADYS ALPERT JEWISH FAM & CHILD SVS OF PAL
5841 Corporate WayWest Palm BeachFL33407591520581501C3$93,750HOLOCAUST GRANTS
GULF COAST JEWISH FAMILY & COMMUNITY SERVICES INC
14041 ICOT BoulevardTampaFL33635591229354501C3$90,000HOLOCAUST GRANTS
JEWISH SOCIAL SERVICE AGENCY (ROCKVILLE MD)
200 WOOD HILL ROADRockvilleMD20850530196598501C3$90,000HOLOCAUST GRANTS
RUTH & NORMAN RALES JEWISH FAMILY SERVICES (BOCA R
21300 Ruth Baron ColemanBoca RatonFL33428651115689501C3$90,000HOLOCAUST GRANTS
THE BLUE CARD INC (NY)
171 Madison AveNew YorkNY10018131623910501C3$90,000HOLOCAUST GRANTS
FOUNDATION OF PUERTO RICO
1511 CALLE ANTONSANTISAN JUANPR00909660776227501C3$90,000MARIA RECOVERY
JEWISH FAMILY SERVICES OF THE CINCINNATI AREA
8487 Ridge RoadCincinnatiOH45236310744786501C3$85,000HOLOCAUST GRANTS
JEWISH FAMILY SERVICE OF ST PAUL
1633 7th Street WestSaint PaulMN55102410694697501C3$80,741HOLOCAUST GRANTS
JEWISH FAMILY & CHILDREN SERVICE OF GREATER PHILAD
2100 Arch St 5th FloorPhiladelphiaPA19103231352026501C3$76,040HOLOCAUST GRANTS
UNITED ISRAEL APPEAL
25 BROADWAY STE 1700NEW YORKNY10004131760102501C3$160,083,512see part iv
DR STANLEY & PEARL GOODMAN JEWISH FAM SVS OF BROWA
5890 S PINE ISLAND RDDAVIEFL33328465507093501C3$70,400HOLOCAUST GRANTS
GUARDIANS OF THE SICK
5216 11th AvenueBrooklynNY11219116003433501C3$70,000HOLOCAUST GRANTS
JEWISH FAMILY & CHILDREN SERVICE PORTLAND
1121 SW Yamhill StPortlandOR92705930386851501C3$65,377HOLOCAUST GRANTS
AMERICAN FRIENDS OF ISRAEL EMERGENCY AID FUND
PO BOX 562WEST HEMSTEADNY11552264515751501C3$60,000ISRAEL FOREST FIRE
JEWISH FEDERATION OF RALEIGH -CARY
8210 CREEDMOOR RDRALEIGHNC27613561553301501C3$60,000HURRICANE FLORENCE
JEWISH FAMILY SERVICE OF SAN DIEGO
8804 Balboa AvenueSan DiegoCA92123951644024501C3$57,401HOLOCAUST GRANTS
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND
3659 Green Road SYE 322BeachwoodOH44122340714441501C3$56,713HOLOCAUST GRANTS
JEWISH FAMILY SERVICES HOUSTON
4131 S BRAESWOOD BLVDHOUSTONTX77025741152607501C3$52,969HURRICANE HARVEY
LEADING EDGE ALLIANCE INC
150 West 30th StNew YorkNY10001812625263501C3$50,000GENERAL GRANTS
JEWISH FAMILY & CHILDREN SERVICES SAN FRANCISCO
2150 Post StSan FranciscoCA94115941156528501C3$75,000HOLOCAUST GRANTS
ELAYNE & JAMES SCHOKES JEWISH FAMILY SERVICES of F
196 Grayrock PlaceStamfordCT06901061130830501C3$40,000HOLOCAUST GRANTS
JEWISH FAMILY SERVICES ATLANTIC AND CAPE MAY COUNT
501 North Jerome AveMargateNJ08402210632971501C3$39,125HOLOCAUST GRANTS
JEWISH FAMILY SERVICE OF ATLANTIC & CAPE MAY COUNT
1413 Cantillon BlvdMay LandingNJ08330223843135501C3$39,125HOLOCAUST GRANTS
JEWISH COMMUNITY COUNCIL OF CANARSIE
1170 Pennsylvania AveBrooklynNY11239112608645501C3$37,500HOLOCAUST GRANTS
JEWISH FAMILY & CHILDREN SERVICES SOUTHERN ARIZONA
4301 East 5th AvenueTucsonAZ85711860623896501C3$35,350HOLOCAUST GRANTS
COUNCIL FOR JEWISH ELDERLY DBA CJE SENIOR LIFE
3003 W Touhy AveCHICAGOIL60645362727597501C3$30,904HOLOCAUST GRANTS
AMERICAN FRIENDS OF ISRAEL EMERGANCY AID FUND
PO BOX 562WEST HEMPSTEADNY11552264515751501C3$30,000FIRE EMERGANCY AID
JEWISH Family & CHILDREN SERVICES
1070 College AvenueColumbusOH43209314379497501C3$25,000HOLOCAUST GRANTS
BET TZEDEK
3250 Wilshire BlvdLos AngelesCA90010237304205501C3$25,000HOLOCAUST GRANTS
JEWISH FAMILY SERVICE GREATER CHARLOTTE
5007 Providence RDCharlotteNC28226201146861501C3$24,273HOLOCAUST GRANTS
GLADWYNE PRESBYTERIAN CHURCH
1321 Beaumont ChurchGladwynePA19035236050644501C3$24,000HOLOCAUST GRANTS
JEWISH COMMUNITY COUNCIL
1525 Central AveFar RockawayNY11691112425813501C3$23,265HOLOCAUST GRANTS
JEWISH FAMILY & CHILDREN SERVICE
1301 Sprindake RdCherry HillNJ08003210634489501C3$23,006HOLOCAUST GRANTS
JEWISH COMMUNITY CENTER PUERTO RICO
903 AVE PONCE DE LEONSAN JUANPR00907660288586501C3$17,900PUERTO RICO
HILLEL INTERNATIONAL
800 EIGHT STREET NWWASHINGTONDC20001521844823501C3$17,466THANKSGIVING DINNER
JEWISH FAMILY & CHILDREN SERVICE
1601 16th AvenueSeattleWA98122910565537501C3$17,000HOLOCAUST GRANTS
JEWISH FAMILY & CHILDREN SERVICE
8540 Baycenter RdJacksonvilleFL32256590637868501C3$13,777HOLOCAUST GRANTS
JEWISH FEDERATION OF GREATER SANTA BARBARA
524 CHAPALA STSANDA BARBARACA93101237354759501C3$12,500ASSISTANCE LOW
JEWISH FEDERATION OF GREATER PITTSBURG
234 MCKEE PLACEPITTSBURGHPA15213251017602501C3$10,000VICTIMS OF TERROR
JEWISH FEDERATION OF GREATER BUFFALO
2640 N FOREST RDGETZVILLENY14068160743210501C3$7,000JEWISH EDUCATION
FieldValueIRS element (for citing)
Total501c3 Org66Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2:UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED, THE COMMITTEE'S MONITOR THE USED OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501c3 ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F.
Schedule I, Part II, Line 1(H):THE PURPOSE OF GRANTS TO UNITED ISRAEL APPEAL, INC. WAS TO SUPPORT PROGRAM SERVICES RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY AND EMERGENCY RELIEF.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus 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
Gerrald B Silverman
President & CEO through 9/19$631,321$0$0$4,356$0$24,000$0$36,069$0$695,746$0$0$0
Mark Gurvis
Executive Vice President$382,936$0$0$2,838$0$5,500$0$36,775$0$428,049$0$0$0
Pamela A Zaltsman
Chief Financial Officer$174,685$58,228$1,628$543$3,545$1,182$5,404$1,801$185,262$61,754
Becky Porath
General Counsel$171,430$0$0$349$0$3,751$0$40,145$0$215,675$0$0$0
Brian Abrahams
Senior Vice President$312,915$0$0$2,838$0$5,500$0$39,559$0$360,812$0$0$0
Becky Caspi
Director General Israel Office$246,717$0$0$30,328$0$38,573$0$32,194$0$347,812$0$0$0
William Daroff
Senior Vice President$299,790$0$0$1,518$0$5,500$0$36,527$0$343,335$0$0$0
Pam Kurtzman
Senior Vice President$161,906$0$0$750$0$3,232$0$3,626$0$169,514$0$0$0
Renee Rothstein
Senior Vice President$283,603$0$0$2,770$0$5,500$0$17,636$0$309,509$0$0$0
David Mallach
V-UIA/Executive VP-IEF$78,819$118,229$3,770$5,655$1,731$2,596$15,115$22,672$99,435$149,152$0$0
Shari Cohen
Vice President$191,939$0$0$1,828$0$4,076$0$26,842$0$224,685$0$0$0
Kimberlee Fish
Executive Director$203,692$0$0$447$0$4,243$0$14,888$0$223,270$0$0$0
Irit Gross
Associate Vice President$212,580$0$0$434$0$4,531$0$36,018$0$253,563$0$0$0
David Kessel
Associate Vice President$255,885$0$0$853$0$5,265$0$14,099$0$276,102$0$0$0
Beth Mann
Vice President$207,744$0$0$2,004$0$4,406$0$19,019$0$233,173$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a:THERE ARE SEVERAL MEETINGS DURING THE YEAR WHICH REQUIRE THE ATTENDANCE OF THE SPOUSE OF THE CEO.
Schedule J, Part I, Line 8:AMOUNTS WERE PAID TO GERRALD SILVERMAN, PRESIDENT/CEO, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-(A) 3. A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND GERRALD SILVERMAN. GERRALD SILVERMAN WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 7, 2009. THE STARTING DATE ACCORDING TO THE CONTRACT WAS SEPTEMBER 30, 2009 FOR A CONTRACT OF FIVE YEARS THAT EXPIRED SEPTEMBER 2014. FROM SEPTEMBER 2014 THERE IS A RENEWAL OF CONTRACT THAT WILL EXPIRE SEPTEMBER 2019.
Schedule J, Part II:SALARIES RELATED TO THE WORK PERFORMED FOR UNITED ISRAEL APPEAL, INC. (A RELATED 501(C)(3) ORGANIZATION) BY PAMELA ZALTSMAN, CHIEF FINANCIAL OFFICER, AND DANIEL MALLACH, V-UIA/EXECUTIVE VP-IEF, WERE PAID BY JFNA AND RECORDED IN EXPENSES IN JFNA FINANCIAL STATEMENTS. SIX MEMBERS OF THE BOARD OF TRUSTEES OF THE JFNA ARE ON THE BOARD OF DIRECTORS OF UIA.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJennifer HillelPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionRELATIVE OF BOARD TRUSTEERelationshipDescriptionTxt
Transaction$90,708TransactionAmt
TransactionWagesTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4D:OTHER PROGRAM SERVICES: THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING ISRAEL FIRES, HOUSTON FLOODS, PHILIPPINE TYPHOON, HAITI EARTHQUAKE JAPAN EARTH QUAKE. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH AND CREATE THE LIFE AND LEGACY PROGRAM IN THEIR COMMUNITIES. CREATE A JEWISH LEGACY ENCOURAGES THE CREATION OF BEQUESTS BY INDIVIDUAL DONORS TO THEIR LOCAL FEDERATIONS, JEWISH COMMUNITY FOUNDATIONS, AGENCIES AND SYNAGOGUES. ISRAEL AND OVERSEAS - JFNA WORKS CLOSELY WITH OUR OVERSEAS PARTNERS TO CARE FOR JEWS IN NEED AND BUILD COMMUNITY IN ISRAEL AND 60-PLUS NATIONS WORLDWIDE. JFNA ISRAEL ALSO ASSESSES FEDERATION-FUNDED SOCIAL SERVICE EFFORTS IN ISRAEL AND HELPS ENSURE FEDERATION FUNDS ARE USED EFFECTIVELY. JFNA ISRAEL WORKS WITH THE GOVERNMENT OF ISRAEL ON ISSUES OF PUBLIC POLICY AND DIPLOMACY AND HELPS CONNECT THE ISRAEL PUBLIC TO JEWISH FEDERATION WORK. U.S. GOVERNMENT GRANT - ADVANCING PERSON-CENTERED, TRAUMA-INFORMED SUPPORTIVE SERVICES FOR HOLOCAUST SURVIVORS. AFTER WITNESSING THE DARKEST PERIOD OF THE LAST CENTURY, HOLOCAUST SURVIVORS BUILT A NEW LIFE IN THE U.S. AND ENRICHED OUR COUNTRY. BUT NOW THEY ARE OLDER AND INCREASINGLY FRAIL. MOST ARE IN THEIR 80S AND 90S, AND ONE IN FOUR LIVES IN POVERTY. AS A GROUP, THEY ARE AT RISK FOR POOR PHYSICAL AND MENTAL HEALTH, DEPRESSION, AND SOCIAL ISOLATION. SADLY, ALTHOUGH WE LOSE HOLOCAUST SURVIVORS EACH DAY, THE COST OF SUPPORTING THE REMAINING SURVIVORS WHO ARE GROWING FRAILER AND IN NEED OF MORE SERVICES INCREASES. IN RECOGNITION OF THESE INCREASED NEEDS, THE JEWISH FEDERATIONS OF NORTH AMERICA WORKS WITH COMMUNITIES TO RAISE MONEY TO SUPPORT HOLOCAUST SURVIVOR SERVICES AND WORKS WITH THE FEDERAL GOVERNMENT TO IMPLEMENT A GRANT PROGRAM TO PROVIDE PERSON-CENTERED, TRAUMA-INFORMED CARE FOR HOLOCAUST SURVIVORS. JFNA AWARDS SUBGRANTS TO LOCAL COMMUNITIES TO PROVIDE THE SERVICES USING BOTH PHILANTHROPIC AND FEDERAL FUNDS. IT IS OUR DESIRE TO ENSURE THAT HOLOCAUST SURVIVORS ARE ABLE TO AGE IN PLACE IN THEIR HOMES AND COMMUNITIES WITH DIGNITY AND SECURITY. TALENT: JFNA IS DEVOTED TO ENSURING THAT JEWISH FEDERATIONS CONNECT WITH THE TOP PROFESSIONAL AND VOLUNTEER TALENT IN THE COMMUNITY. JFNA'S MANDEL CENTER FOR LEADERSHIP EXCELLENCE WORKS WITH FEDERATIONS TO PROVIDE THE TOOLS THEY REQUIRE TO IDENTIFY, RECRUIT, DEVELOP AND RETAIN TALENTED PROFESSIONALS AND TO CONTINUE TO CONNECT WITH TOP VOLUNTEERS.
FORM 990, Part VI, Section A, Line 2:BOARD TRUSTEES DAVID SHULMAN AND STACEY SHULMAN ARE FATHER AND DAUGHTER RESPECTIVELY.
FORM 990, PART VI, SECTION A, LINE 6:THROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. FEDERATION MEMEBERS CORPORATION IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THIS GROUP OF TRUSTEES. THE REMAINING TRUSTEES ARE APPOINTED BY OUR DELEGATE ASSEMBLY, ESSENTIALLY MADE UP OF FEDERATION REPRESENTATIVES PURSUANT TO REPRESENTATION SPECIFICATIONS PROVIDED UNDER THE JEWISH FEDERATIONS OF NORTH AMERICA BY-LAWS.
FORM 990, PART VI, SECTION A, LINE 7A & 7B:UNDER THE CORPORATION BY-LAWS THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B:THE 990 WAS PREPARED BY THE JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM 990 IS REVIEWED BY JFNA MANAGEMENT BEFORE BEING PRESENTED FOR AUDIT BY INDEPENDENT AUDITORS AND REVIEWED BY THE JFNA AUDIT COMMITTEE, AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES, BEFORE FILING. THE FORM 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C:CONFLICT OF INTEREST POLICY MEMBERS OF JFNA'S PROFESSIONAL STAFF SERVE A PUBLIC INTEREST ROLE AND HAVE A DUTY TO CONDUCT ALL AFFAIRS OF JFNA IN A MANNER CONSISTENT WITH THIS CONCEPT. ALL DECISIONS MADE BY STAFF ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF JFNA AND THE PUBLIC GOOD. THIS POLICY IS INTENDED TO CLEARLY ESTABLISH JFNA'S POLICIES AND PROCEDURES WITH REGARD TO ACTIVITIES ENGAGED IN BY MEMBERS OF THE PROFESSIONAL STAFF THAT MAY BE CONSIDERED A CONFLICT OF INTEREST. JFNA'S GENERAL COUNSEL, CHIEF FINANCIAL OFFICER AND HEAD OF THE HUMAN RESOURCES DEPARTMENT WILL MONITOR COMPLIANCE WITH THIS POLICY. ADMINISTRATION OF THIS POLICY WILL BE THE RESPONSIBILITY OF THE CEO/PRESIDENT OR EXECUTIVE VICE PRESIDENT. A "CONFLICT OF INTEREST" MAY EXIST WHENEVER THE PERSONAL INTERESTS OF A JFNA EMPLOYEE INTERFERE - OR HAVE THE APPEARANCE THAT THEY MIGHT POTENTIALLY INTERFERE - IN ANY WAY WITH THE INTERESTS OF JFNA. A CONFLICT MAY EXIST WHEN AN EMPLOYEE TAKES ACTIONS OR HAS BUSINESS INTERESTS THAT MAKE IT DIFFICULT TO PERFORM HIS OR HER WORK OBJECTIVELY AND EFFECTIVELY. CONFLICTS MAY ALSO ARISE WHEN AN EMPLOYEE OR A MEMBER OF HIS OR HER FAMILY RECEIVES AN IMPROPER PERSONAL BENEFIT AS A RESULT OF THE EMPLOYEE'S POSITION IN JFNA, WHETHER RECEIVED FROM JFNA OR A THIRD PARTY. PROFESSIONAL STAFF MEMBERS ARE REQUIRED TO AVOID ALL CONFLICTS OF INTEREST UNLESS THEY RECEIVE PRIOR APPROVAL IN WRITING FROM THE CEO/PRESIDENT OR DESIGNATE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH JFNA'S COUNSEL PRIOR TO MAKING A DETERMINATION. ALTHOUGH IT IS NOT POSSIBLE TO SPECIFY EVERY ACTION THAT MIGHT CREATE A CONFLICT OF INTEREST, THIS POLICY SETS FORTH THE ONES THAT MOST FREQUENTLY PRESENT PROBLEMS. THE POTENTIAL FOR A CONFLICT OF INTEREST EXISTS WHEN JFNA'S EMPLOYEES OR MEMBERS OF THEIR FAMILIES: 1. HAVE A FINANCIAL INTEREST IN, BUSINESS RELATIONSHIP WITH, OR INDEBTEDNESS TO AN ENTITY WITH WHICH THEY DO OR SEEK BUSINESS ON BEHALF OF JFNA; 2. ACCEPT PAYMENTS, LOANS, SERVICES, OR GIFTS FROM ANYONE DOING OR SEEKING TO DO BUSINESS WITH JFNA; 3. ARE OFFICERS, DIRECTORS, PARTNERS, INFLUENTIAL EMPLOYEES OR CONSULTANTS TO ANY ORGANIZATION DOING OR SEEKING TO DO BUSINESS WITH JFNA; 4. HAVE FAMILY MEMBERS WHO ARE MEMBERS OF JFNA'S BOARD OF TRUSTEES AND/OR COMMITTEE STRUCTURE; OR 5. ENGAGE IN CONDUCT WHICH IS ADVERSE OR HARMFUL TO THE POLICIES, PURPOSES AND GOALS OF JFNA. JFNA'S LEADERSHIP, INCLUDING MEMBERS OF THE PROFESSIONAL STAFF, HOLD POSITIONS OF TRUST TO DONORS AND OUR BENEFICIARIES. MOREOVER, CHARITIES SERVE A PUBLIC INTEREST AND JFNA HOLDS A POSITION OF SPECIAL PROMINENCE AMONG AMERICAN CHARITIES. TO PRESERVE THIS TRUST, JFNA MUST PRESUME THAT TRANSACTIONS ARE NOT AT ARMS-LENGTH WHEN THEY ARE BETWEEN PERSONS WHOSE RELATIONSHIP MAY SUGGEST A POTENTIAL CONFLICT OF INTEREST, AND TO PROTECT JFNA FROM THE TAINT OF IMPROPRIETY, ACTUAL OR PERCEIVED, WE WILL SUBJECT SUCH TRANSACTIONS TO A CLOSER SCRUTINY AND MORE RIGOROUS OVERSIGHT THAN WOULD OTHERWISE APPLY TO OTHER TRANSACTIONS. EMPLOYEES ARE ALSO REQUIRED TO OBTAIN WRITTEN APPROVAL FROM THE CEO/PRESIDENT OR DESIGNATE BEFORE PARTICIPATING IN OUTSIDE WORK ACTIVITIES. APPROVAL WILL BE GRANTED UNLESS THE ACTIVITY CONFLICTS WITH JFNA'S INTEREST. PLEASE SEE JFNA'S EMPLOYEE HANDBOOK FOR INFORMATION ON THE TYPES OF OUTSIDE WORK ACTIVITIES THAT WOULD NOT BE ALLOWED. SCOPE: THIS POLICY APPLIES TO ALL EMPLOYEES INVOLVED IN CONTRACTING FOR GOODS OR SERVICES ON BEHALF OF JFNA AND TO ALL PROFESSIONAL STAFF. DISCLOSURE: MEMBERS OF THE PROFESSIONAL STAFF SHALL BE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT ATTESTING: THAT THEY HAVE READ AND ARE FAMILIAR WITH THE POLICY; THAT NEITHER THEY, NOR TO THE BEST OF THEIR KNOWLEDGE, THEIR FAMILY MEMBERS, HAVE IN THE PAST ENGAGED, ARE PRESENTLY ENGAGING, OR PLAN TO ENGAGE IN ANY ACTIVITY THAT PRESENTS A POTENTIAL CONFLICT OF INTEREST. DISCLOSURES REQUIRED FROM MEMBERS OF THE STAFF MUST BE DIRECTED IN WRITING TO THE HEAD OF THE HUMAN RESOURCES DEPARTMENT. IN THE EVENT THAT MEMBERS OF THE STAFF BECOME AWARE OF A CONFLICT, THEY SHALL DISCLOSE SUCH INFORMATION TO THE HEAD OF HUMAN RESOURCES, CHIEF FINANCIAL OFFICER, OR JFNA'S GENERAL COUNSEL, WHO WILL COMMUNICATE TO THE CEO/PRESIDENT OR THE EXECUTIVE VICE PRESIDENT THOSE DISCLOSURES THAT ARE REQUIRED BY THIS POLICY. THESE DISCLOSURES SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTERESTS OF JFNA WOULD BE SERVED BY COMMUNICATING THE INFORMATION TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST. ANY STAFF MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER OR WHO HAS QUESTIONS ABOUT THIS POLICY SHOULD CONTACT HUMAN RESOURCES. ANY STAFF MEMBER MAY REQUEST A DECISION REGARDING WHETHER A PARTICULAR CIRCUMSTANCE CREATES A CONFLICT OF INTEREST FROM THE CEO/PRESIDENT OR DESIGNATE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) WHO WILL CONFER WITH JFNA'S COUNSEL TO DETERMINE WHETHER A POSSIBLE CONFLICT EXISTS. REPORTING: THE CEO/PRESIDENT OR DESIGNATE SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED. PENALTY FOR NON-COMPLIANCE: A VIOLATION OF THIS POLICY WILL RESULT IN IMMEDIATE AND APPROPRIATE DISCIPLINE, UP TO AND INCLUDING TERMINATION.
FORM 990, PART VI, SECTION B, LINE 13:THE JEWISH FEDERATIONS OF NORTH AMERICA'S BOARD OF TRUSTEES ADOPTED THIS "WHISTLEBLOWER POLICY" WHICH SETS FORTH PROCEDURES THAT JFNA TRUSTEES, OFFICERS, EMPLOYEES AND VOLUNTEERS ("COVERED PERSONS") MAY FOLLOW TO REPORT ALLEGED MISCONDUCT. THIS POLICY APPLIES TO COVERED PERSONS, AND SHALL BE DISTRIBUTED TO ALL JFNA TRUSTEES, OFFICERS, EMPLOYEES, AND TO VOLUNTEERS. THE OBJECTIVES OF THIS WHISTLEBLOWER POLICY ARE TO ENCOURAGE AND ENABLE COVERED PERSONS, WITHOUT FEAR OF RETALIATION, TO RAISE CONCERNS REGARDING SUSPECTED VIOLATIONS OF JFNA POLICIES, UNETHICAL AND/OR ILLEGAL CONDUCT OR PRACTICES SO THAT JFNA CAN ADDRESS AND CORRECT INAPPROPRIATE CONDUCT AND ACTIONS. REPORTING OF CONCERNS OR COMPLAINTS: JFNA IS COMMITTED TO TAKING ACTION TO PREVENT MISCONDUCT, INCLUDING FRAUD, VIOLATIONS OF LAW, VIOLATIONS OF JFNA POLICIES, AND IMPROPER ACCOUNTING OR AUDIT PRACTICES ("MISCONDUCT"). COVERED PERSONS SHOULD PROMPTLY COME FORWARD AND REPORT ANY INSTANCES IN WHICH THEY BECOME AWARE OF MISCONDUCT OR POTENTIAL MISCONDUCT, WITHOUT REGARD TO THE IDENTITY OR POSITION OF A SUSPECTED OFFENDER. FOR THIS PURPOSE AND DESCRIBED HEREIN, AN OUTSIDE ORGANIZATION HAS BEEN AUTHORIZED TO RECEIVE COMPLAINTS OF SUSPECTED MISCONDUCT. HOW TO REPORT CONCERNS OR COMPLAINTS: COVERED PERSONS MAY COMMUNICATE SUSPECTED MISCONDUCT BY CALLING THE TOLL-FREE TELEPHONE NUMBER (800) 482-3920 IN THE US OR CANADA OR, IN ISRAEL, FROM AN OUTSIDE LINE DIAL 1(800) 94-94-949; A VOICE PROMPT WILL THEN ASSIST THE CALLER IN DIALING THE TOLL-FREE NUMBER. ANOTHER OPTION IS TO MAKE A REPORT USING THE FOLLOWING CONFIDENTIAL WEBSITE: WWW.ETHICSPOINT.COM. BOTH THE TELEPHONE NUMBER AND THE WEBSITE ARE HOSTED BY "ETHICSPOINT," AN INDEPENDENT PRIVATE ORGANIZATION WHICH IS NOT AFFILIATED WITH JFNA AND WHICH PROVIDES A CONFIDENTIAL WAY FOR COVERED PERSONS TO REPORT SUSPECTED MISCONDUCT. IN ORDER TO BE BETTER EQUIPPED TO RESPOND TO ANY INFORMATION OR COMPLAINT, IT WOULD BE HELPFUL IF THE CALLER IDENTIFIES HIM OR HERSELF AND PROVIDES THEIR TELEPHONE NUMBER AND OTHER CONTACT INFORMATION WHEN MAKING THE REPORT. HOWEVER, IF ANONYMITY IS PREFERRED, IT IS NOT NECESSARY THAT ONE'S NAME OR POSITION BE DISCLOSED AND CALLER ID WILL NOT BE ACTIVATED ON THE LINE. REGARDLESS OF WHETHER IDENTIFICATION IS GIVEN, PLEASE PROVIDE AS MUCH INFORMATION AS POSSIBLE SO AS TO ENABLE A THOROUGH INVESTIGATION, INCLUDING WHERE AND WHEN THE ACT OR INCIDENT OCCURRED, NAMES AND TITLES OF THE INDIVIDUALS INVOLVED, AND ANY OTHER RELEVANT DETAILS. ALTERNATIVELY, EMPLOYEES MAY ALSO RAISE CONCERNS ABOUT SUSPECTED MISCONDUCT TO JFNA'S EXECUTIVE VICE PRESIDENT AND/OR HEAD OF THE HUMAN RESOURCES DEPARTMENT. A FEW EXAMPLES OF WHAT TO REPORT: ACCOUNTING AND AUDITING MATTERS: THE IMPROPER SYSTEMATIC RECORDING AND ANALYSIS OF JFNA'S BUSINESS AND/OR FINANCIAL TRANSACTIONS. EXAMPLES INCLUDE MISSTATEMENT OF CONTRIBUTIONS, EXPENSES, ASSETS AND/OR MISAPPLICATIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND WRONGFUL TRANSACTIONS. CONFLICTS OF INTEREST: A SITUATION IN WHICH A COVERED PERSON HAS A PRIVATE OR PERSONAL INTEREST SUFFICIENT TO APPEAR TO INFLUENCE THE OBJECTIVE EXERCISE OF HIS/HER OFFICIAL DUTIES. AN EXAMPLE IS IF JFNA HAS ENTERED INTO A CONTRACT FOR A COMPANY'S SERVICES AND A COVERED PERSON RESPONSIBLE FOR THE ENGAGEMENT HAS FAILED TO INFORM JFNA THAT HE OR SHE HAS A RELATIVE WHO IS A PRINCIPAL IN THAT COMPANY. FALSIFICATION OF CONTRACTS, REPORTS OR RECORDS: THIS CONSISTS OF ALTERING, FABRICATING, FALSIFYING OR FORGING ALL OR ANY PART OF A DOCUMENT, CONTRACT OR RECORD FOR THE PURPOSE OF GAINING AN ADVANTAGE OR MISREPRESENTING THE VALUE OF THE DOCUMENT, CONTRACT OR RECORDS. VIOLATION OF LAW: ANY VIOLATION OF APPLICABLE LAW. THE EXAMPLES SET FORTH ABOVE DO NOT LIMIT THE DEFINITION OF MISCONDUCT. BAD FAITH: ANY ALLEGATIONS THAT PROVE TO HAVE BEEN MADE MALICIOUSLY OR IN BAD FAITH WILL BE VIEWED AS A SERIOUS OFFENSE AND COULD SUBJECT THE COVERED PERSON TO DISCIPLINE UP TO AND INCLUDING TERMINATION FROM EMPLOYMENT AND/OR REMOVAL FROM OFFICE OR APPOINTMENT. CONFIDENTIALITY: JFNA WILL TREAT ALL COMMUNICATIONS UNDER THIS POLICY IN A CONFIDENTIAL MANNER TO THE EXTENT POSSIBLE, CONSISTENT WITH THE NEED TO CONDUCT AN ADEQUATE INVESTIGATION. ANY COVERED PERSON RAISING A CONCERN OR COMPLAINT PURSUANT TO THIS POLICY MUST BE ACTING IN GOOD FAITH AND HAVE REASONABLE GROUNDS FOR BELIEVING THE INFORMATION DISCLOSED INDICATES MISCONDUCT. NO RETALIATION: NO COVERED PERSON WHO IN GOOD FAITH REPORTS A CONCERN REGARDING MISCONDUCT SHALL SUFFER INTIMIDATION, HARASSMENT, RETALIATION, DISCRIMINATION OR ADVERSE EMPLOYMENT CONSEQUENCES BECAUSE OF SUCH A REPORT. ANY COVERED PERSON WHO RETALIATES AGAINST SOMEONE WHO HAS REPORTED A CONCERN OF MISCONDUCT IN GOOD FAITH IS SUBJECT TO DISCIPLINE UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR THEIR APPOINTMENT (AS APPLICABLE). JFNA'S COMMITMENT TO PROTECTING FROM RETALIATION COVERED PERSONS WHO IN GOOD FAITH REPORT SUSPECTED MISCONDUCT HAS BEEN DELEGATED JOINTLY TO THE GENERAL COUNSEL AND HEAD OF THE HUMAN RESOURCES DEPARTMENT. THEY WILL ADMINISTER THE WHISTLEBLOWER POLICY AND REPORT TO THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15A:THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: - SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. - APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. - REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON-UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA IN ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. SOLID SALARY REVIEW ARE DONE EVERY YEAR. OTHER: PROVIDES GUIDANCE ON ANY MAJOR CLAIM BEING MADE AGAINST THE ORGANIZATION AND REVIEWS/APPROVES ANY SETTLEMENT PROPOSALS; LABOR NEGOTIATIONS STRATEGIES; OTHER MATTERS AS DETERMINED BY THE CEO/PRESIDENT. THE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD (CHAIR OF THE COMMITTEE), VICE CHAIR, TREASURER PLUS TWO OTHER MEMBERS. FORM 990, PART VI, SECTION B, LINE 15B: JFNA'S CEO MAKES A RECOMMENDATION TO THE CHAIR OF BOARD WHO IS ALSO CHAIR OF THE COMPENSATION COMMITTEE WHO THEN PRESENTS IT TO THE COMPENSATION COMMITTEE. A SEPARATE CHART IS PROVIDED THAT GIVES RELEVANT INFORMATION ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION. ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION.
FORM 990, PART VI, SECTION C, LINE 18:THE JEWISH FEDERATION OF NORTH AMERICA'S (JFNA) 990 IS AVAILABLE ON ITS WEBSITE, GUIDESTAR AND UPON REQUEST. JFNA RECEIVED ITS RULING FROM THE IRS AS A TAX-EXEMPT CHARITY ON FEBRUARY 1936. JFNA DOES NOT HAVE A COPY OF ITS APPLICATION. AN ORGANIZATION THAT FILED ITS APPLICATION BEFORE JULY 15, 1987, MUST MAKE THE APPLICATION AVAILABLE ONLY IF IT HAD A COPY OF THE APPLICATION ON JULY 15, 1987. SEE NOTICE 88-120 FOR DETAILS.
FORM 990, PART VI, SECTION C, LINE 19:ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE AT REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON ITS WEBSITE - WWW.JEWISHFEDERATIONS.ORG.
FORM 990, PART VII, SECTION A:RICHARD SANDLER SERVED AS CHAIR OF THE BOARD THROUGH NOVEMBER 2018 AFTER WHICH HE SERVED AS A TRUSTEE OF THE BOARD. JODI SCWARTZ SERVED AS TREASURER OF THE BOARD THROUGH NOVEMBER 2018 AFTER WHICH SHE SERVED AS VICE CHAIR OF THE BOARD. CYNTHIA SHAPIRA SERVED AS TRUSTEE OF THE BOARD THROUGH NOVEMBER 2018 AFTER WHICH SHE SERVED AS VICE CHAIR OF THE BOARD. DAVID T. BROWN SERVED AS TRUSTEE OF THE BOARD THROUGH NOVEMBER 2018 AFTER WHICH HE SERVED AS NATIONAL CAMPAIGN CHAIR. SHERYL KIMERLING SERVED AS SECRETARY OF THE BOARD THROUGH NOVEMBER 2018 AFTER WHICH SHE SERVED AS TRUSTEE OF THE BOARD.
FORM 990, PART XI, LINE 9:Adjustment to Minimum Pension Liabilities...$(6,119,422.)
FORM 990, PART XII, LINE 2C:THERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS, FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THE ACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD.

Schedule R IRS990ScheduleR

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Primary ActivitiesADMINISTRATORPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1JFNA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNITED ISRAEL APPLEAL INC
P$546,549EXP PAID JFNA
UNITED ISRAEL APPEAL INC
B$160,083,512GRANT

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part V, Line 1n:CERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND UNITED ISRAEL APPEAL, INC.
Schedule R, Part V, Line 1q:JFNA AND UNITED ISRAEL APPEAL LIST TRANSFER OF CASH AS EXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES.