WORLD ORT INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WORLD ORT INC (EIN 13-5562424)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-31
- IRS object ID
- 201903049349301085
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T12:35:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE SUITE 200 | AddressLine1Txt |
| City | EAST HANOVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORT AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORTA | BusinessNameControlTxt |
| Phone | 2125057700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE NO 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY COOPER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2125057700 | PhoneNum |
| Signature | 2019-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH AVERY | PreparerPersonNm |
| PTIN | P01470673 | PTIN |
| Phone | 9739293500 | PhoneNum |
| Preparation | 2019-10-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.255.121.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-24 | IPDt |
| IP Tm | 15:18:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4E2F2F5AF0AA56745DE3D63ECD3F8E64835DA826 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY COOPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE NO 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,552,521 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ORTAMERICA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $127,370 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $120,588 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,717,181 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,549,807 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $131,183 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,007,249 | PYInvestmentIncomeAmt |
| CY Investment Income | $549,220 | CYInvestmentIncomeAmt |
| PY Other Revenue | $402,656 | PYOtherRevenueAmt |
| CY Other Revenue | $534 | CYOtherRevenueAmt |
| PY Total Revenue | $24,258,269 | PYTotalRevenueAmt |
| CY Total Revenue | $13,099,561 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,049,919 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,759,668 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,896,668 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,644,050 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $466,166 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,580,480 | PYOtherExpensesAmt |
| CY Other Expenses | $2,635,224 | CYOtherExpensesAmt |
| PY Total Expenses | $15,527,067 | PYTotalExpensesAmt |
| CY Total Expenses | $13,038,942 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,731,202 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,619 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,280,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,892,118 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,688,687 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,925,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,592,299 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,966,531 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL AND US ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,141,373 | ExpenseAmt |
| Grant | $6,759,668 | GrantAmt |
| Desc | ORT AMERICA PROVIDES FINANCIAL SUPPORT OF THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 38 COUNTRIES, WITH ALMOST FOUR MILLION GRADUATES TO DATE. THE CUTTING EDGE EDUCATION ACQUIRED AT ORT SCHOOLS, COLLEGES, AND INTERNATIONAL PROGRAMS PROVIDE MARKETABLE SKILLS THAT ENABLE OVER 300,000 STUDENTS AND BENEFICIARIES ANNUALLY TO ATTAIN SUCCESSFUL CAREERS, BECOME COMMUNITY LEADERS AND LIVE INDEPENDENTLY. AMONG THE RECIPIENTS OF FINANCIAL SUPPORT FROM ORT AMERICA ARE THE ORT PROGRAMS IN THE UNITED STATES, INCLUDING LOS ANGELES ORT TECHNICAL COLLEGE (LA), AND THE JEWISH VOCATIONAL SERVICE CENTER OF DETROIT, EACH OF WHICH HAVE ADULT EDUCATION PROGRAMS ORIENTED TOWARD JOB PLACEMENT IN THEIR CHOSEN FIELD. OVERSEAS PROGRAMS THAT ORT AMERICA PROVIDES FUNDING TO INCLUDE KADIMA MADA (SCIENCE JOURNEY), WHICH IS AN INITIATIVE OF THE GLOBAL ORT PROGRAM THAT FOCUSES ON STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) INSTRUCTION AND THE ISRAEL MINISTRY OF EDUCATION TO ELEVATE SCIENCE AND TECHNOLOGY EDUCATION OF LOW-INCOME ISRAELI MIDDLE AND HIGH SCHOOLS AS A MEANS OF ENHANCING OPPORTUNITIES FOR THE STUDENTS SERVED. ORT'S LATIN AMERICA PROGRAM IS ANOTHER KEY RECIPIENT OF FUNDING, ASSURING THAT JEWISH AND OTHER STUDENTS IN ARGENTINA, MEXICO, URUGUAY, AND ELSEWHERE RECEIVE A CUTTING EDGE EDUCATION LEADING TO MEANINGFUL CAREERS. ANOTHER PRIMARY RECIPIENT OF ORT AMERICA FUNDING IS THE ORT PROGRAM IN THE FORMER SOVIET UNION AND BALTIC STATES. OVER ROUGHLY TWENTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING 27,000 STUDENTS ACROSS TEN TIME ZONES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,893,255 | ExpenseAmt |
| Desc | SUPPORT OF THE GLOBAL ORT PROGRAM RELIES ON AN ACTIVE, KNOWLEDGEABLE, AND MOTIVATED LEADERSHIP AND MEMBERSHIP BASE THIS, IN TURN, NECESSITATES A SUSTAINABLE STRUCTURE FOR OUTREACH, AS WELL AS LEADERSHIP TRAINING AND NEXT GENERATION INITIATIVES. ORT AMERICA'S MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMEN'S AMERICAN ORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $523,372 | ExpenseAmt |
| Desc | COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICA'S GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORT'S GLOBAL PROGRAMS, AS WELL AS PROMOTING ORT'S VALUES, THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,558,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125057700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE NO 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARNETT BOOKATZ | ||||||||
| SECRETARY/ASST TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHELLY DREIFUSS | ||||||||
| VICE PRESIDENT | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MORRIS GOCIAL | ||||||||
| VICE PRESIDENT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LARRY KADIS | ||||||||
| PRESIDENT | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUELLEN KADIS | ||||||||
| MEMBER AT LARGE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LINDA KIRSCHBAUM | ||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | 0.30 | ||
| HOWARD LANZNAR | ||||||||
| TREASURER | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAIL LANZNAR | ||||||||
| MEMBER AT LARGE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| NEIL MODEL | ||||||||
| CHAIR OF THE EXECUTIVE COM | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREA WOLFE | ||||||||
| MEMBER AT LARGE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LEWIS ZIPKIN | ||||||||
| VICE PRESIDENT | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SAUL BERKOWITZ | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LOIS DERMER | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| TOBY FEUER | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| KAREN FINE | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA KANTER | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN LANZNAR | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LENADRO MARGULIS | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| HILLY PANOVKA | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA ROSS | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR ROTTENSTEIN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| ERIC RUBIN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL SCHNEIDER | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA SIEGEL | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| PEPE SIGAL | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN SIRKIN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| RANDY WERTHEIMER | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY COOPER | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $235,000 | $0 | $18,211 | 5.00 | ||
| ALLISON HALPERN | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $130,746 | $0 | $13,709 | Yes (X) | |||
| LAWRENCE LUDWIG | ||||||||
| DIRECTOR OF MIS | 40.00 | $118,619 | $0 | $13,183 | Yes (X) | |||
| NICOLE MILLER | ||||||||
| DIRECTOR OF MICHIGAN REGION | 40.00 | $133,481 | $0 | $13,741 | Yes (X) | |||
| LILY JOY SEMBRANO | ||||||||
| CONTROLLER | 35.00 | $136,760 | $0 | $6,510 | 5.00 | Yes (X) | ||
| NAOMI REINHARZ | ||||||||
| DIRECTOR OF MAJOR GIFTS | 40.00 | $138,558 | $0 | $14,047 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $893,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $79,401 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FRIEDMAN LLP | |||||
| 1700 BROADWAY | NEW YORK | NY | 10019 | AUDIT AND TAX SERVICES | $175,690 |
| BLACKBAUD | |||||
| 2000 DANIEL ISLAND DRIVE | CHARLESTON | SC | 29492 | TECHNICAL SERVICES AND SOFTWARE PROVIDER | $164,649 |
| SHULMAN ROGERS GANDAL PORDY & ECKER P | |||||
| 12505 PARK POTOMAC AVENUE | POTOMAC | MD | 20854 | LEGAL AND CONSULTING SERVICES | $120,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $207,456 | MembershipDuesAmt |
| Fundraising | $615,916 | FundraisingAmt |
| All Other Contributions | $11,726,435 | AllOtherContributionsAmt |
| Noncash Contributions | $131,346 | NoncashContributionsAmt |
| Total Contributions | $12,549,807 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,066 | TotalRevenueColumnAmt |
| Exclusion | $185,066 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,335 | TotalRevenueColumnAmt |
| Exclusion | $6,335 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $214,228 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $214,228 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,228 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $127,370 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,858 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,181,618 | SecuritiesAmt |
| Other | $290,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,031,808 | SecuritiesAmt |
| Other | $75,656 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $149,810 | SecuritiesAmt |
| Other | $214,344 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,154 | TotalRevenueColumnAmt |
| Exclusion | $364,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,425 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $615,916 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $345,496 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$326,071 | TotalRevenueColumnAmt |
| Exclusion | -$326,071 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $66,042 | $66,042 |
| ADMINSTRATIVE REVENUE | 900099 | $40,000 | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,042 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,099,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $127,370 | UnrelatedBusinessRevenueAmt |
| Exclusion | $422,384 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,721 | TotalAmt |
| Program Services | $211,721 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,547,947 | TotalAmt |
| Program Services | $6,547,947 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,000 | TotalAmt |
| Program Services | $180,950 | ProgramServicesAmt |
| Management And General | $30,550 | ManagementAndGeneralAmt |
| Fundraising | $23,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,734,484 | TotalAmt |
| Program Services | $2,119,763 | ProgramServicesAmt |
| Management And General | $353,034 | ManagementAndGeneralAmt |
| Fundraising | $261,687 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,942 | TotalAmt |
| Program Services | $100,677 | ProgramServicesAmt |
| Management And General | $16,785 | ManagementAndGeneralAmt |
| Fundraising | $12,480 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,388 | TotalAmt |
| Program Services | $204,844 | ProgramServicesAmt |
| Management And General | $34,152 | ManagementAndGeneralAmt |
| Fundraising | $25,392 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,236 | TotalAmt |
| Program Services | $217,123 | ProgramServicesAmt |
| Management And General | $36,199 | ManagementAndGeneralAmt |
| Fundraising | $26,914 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,627 | TotalAmt |
| Management And General | $121,627 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,180 | TotalAmt |
| Program Services | $90,202 | ProgramServicesAmt |
| Management And General | $15,985 | ManagementAndGeneralAmt |
| Fundraising | $7,993 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,312 | TotalAmt |
| Management And General | $49,312 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,516 | TotalAmt |
| Program Services | $224,302 | ProgramServicesAmt |
| Management And General | $10,425 | ManagementAndGeneralAmt |
| Fundraising | $4,789 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,328 | TotalAmt |
| Program Services | $211,348 | ProgramServicesAmt |
| Management And General | $14,427 | ManagementAndGeneralAmt |
| Fundraising | $19,553 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,096 | TotalAmt |
| Program Services | $103,970 | ProgramServicesAmt |
| Management And General | $18,788 | ManagementAndGeneralAmt |
| Fundraising | $13,338 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,000 | TotalAmt |
| Program Services | $134,052 | ProgramServicesAmt |
| Management And General | $24,224 | ManagementAndGeneralAmt |
| Fundraising | $11,724 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,565 | TotalAmt |
| Program Services | $525,187 | ProgramServicesAmt |
| Management And General | $71,010 | ManagementAndGeneralAmt |
| Fundraising | $34,368 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,211 | TotalAmt |
| Program Services | $41,563 | ProgramServicesAmt |
| Management And General | $5,426 | ManagementAndGeneralAmt |
| Fundraising | $5,222 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,944 | TotalAmt |
| Program Services | $196,254 | ProgramServicesAmt |
| Management And General | $10,357 | ManagementAndGeneralAmt |
| Fundraising | $10,333 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,453 | TotalAmt |
| Program Services | $7,454 | ProgramServicesAmt |
| Management And General | $1,347 | ManagementAndGeneralAmt |
| Fundraising | $652 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,163 | TotalAmt |
| Program Services | $41,133 | ProgramServicesAmt |
| Management And General | $7,433 | ManagementAndGeneralAmt |
| Fundraising | $3,597 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT TAX | $114,751 | $0 | $114,751 | $0 |
| LOCAL REGIONS AND CHAPT | $319,066 | $319,066 | $0 | $0 |
| EQUIPMENT PURCHASES AND | $74,286 | $62,419 | $7,997 | $3,870 |
| CUSTODY ACCOUNT EXPENSE | $62,645 | $0 | $62,645 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,081 | TotalAmt |
| Program Services | $18,025 | ProgramServicesAmt |
| Management And General | $8,302 | ManagementAndGeneralAmt |
| Fundraising | $754 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,038,942 | TotalAmt |
| Program Services | $11,558,000 | ProgramServicesAmt |
| Management And General | $1,014,776 | ManagementAndGeneralAmt |
| Fundraising | $466,166 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,190,384 | BOYAmt |
| EOY | $3,827,188 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,266 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,410,539 | BOYAmt |
| EOY | $18,128,507 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,470 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,259 | BOYAmt |
| EOY | $295,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $167,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,649 | BOYAmt |
| EOY | $25,362 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,349,050 | BOYAmt |
| EOY | $8,212,451 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,972,215 | BOYAmt |
| EOY | $1,692,123 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,327,154 | BOYAmt |
| EOY | $2,710,702 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,280,986 | BOYAmt |
| EOY | $34,892,118 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,651 | BOYAmt |
| EOY | $832,806 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,632 | BOYAmt |
| EOY | $633,268 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,770,404 | BOYAmt |
| EOY | $13,459,513 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,688,687 | BOYAmt |
| EOY | $14,925,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,050,759 | BOYAmt |
| EOY | -$2,223,088 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,446,847 | BOYAmt |
| EOY | $16,993,408 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,196,211 | BOYAmt |
| EOY | $5,196,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,592,299 | BOYAmt |
| EOY | $19,966,531 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,280,986 | BOYAmt |
| EOY | $34,892,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $60,619 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$825,274 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$861,113 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,906,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,233,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,693,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,717,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,549,807 | CurrentTaxYearAmt |
| Total | $76,100,425 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,906,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,233,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,693,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,717,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,549,807 | CurrentTaxYearAmt |
| Total | $76,100,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $604,070 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,496,355 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,481,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $560,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $487,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,259 | CurrentTaxYearAmt |
| Total | $3,025,283 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,370 | CurrentTaxYearAmt |
| Total | $705,253 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,175,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$146,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,042 | CurrentTaxYearAmt |
| Total | $1,415,530 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,246,491 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,075,278 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,051,759 | BeginningYearBalanceAmt |
| Contributions | $562,701 | ContributionsAmt |
| Investment Earnings Or Losses | -$228,996 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $148,783 | OtherExpendituresAmt |
| End Year Balance | $10,236,681 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,576,787 | BeginningYearBalanceAmt |
| Contributions | $163,814 | ContributionsAmt |
| Investment Earnings Or Losses | $680,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,369,835 | OtherExpendituresAmt |
| End Year Balance | $10,051,759 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,841,845 | BeginningYearBalanceAmt |
| Contributions | $83,937 | ContributionsAmt |
| Investment Earnings Or Losses | $698,185 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,047,180 | OtherExpendituresAmt |
| End Year Balance | $10,576,787 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,315,531 | BeginningYearBalanceAmt |
| Contributions | $394,055 | ContributionsAmt |
| Investment Earnings Or Losses | $331,644 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $199,385 | OtherExpendituresAmt |
| End Year Balance | $10,841,845 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,836,996 | BeginningYearBalanceAmt |
| Contributions | $264,276 | ContributionsAmt |
| Investment Earnings Or Losses | $349,385 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $135,126 | OtherExpendituresAmt |
| End Year Balance | $10,315,531 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,762 | DepreciationAmt |
| Book Value | $15,211 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,640 | DepreciationAmt |
| Book Value | $10,151 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,362 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN REAL ESTATE PARTNERSHIPS | $352,462 |
| DUE FROM INTER-ORGANIZATIONAL FUNDS/ENTITIES | $954,169 |
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $1,404,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,710,702 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION PAYABLE | $3,723,256 |
| ANNUITY PAYMENT OBLIGATIONS | $1,679,743 |
| COMMITMENTS PAYABLE | $7,532,022 |
| ACCRUED POSTRETIREMENT BENEFIT COSTS | $393,956 |
| EMPLOYEES' SEVERANCE PAYABLE | $130,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,459,513 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,622,713 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$825,274 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$825,274 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,447,987 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,312 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$397,738 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$348,426 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,099,561 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,335,126 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $345,496 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $345,496 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,989,630 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,312 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,312 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,038,942 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -52,242. FUNDRAISING -345,496. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING 345,496. |
| PART V, LINE 4 | TEMPORARILY RESTRICTED ENDOWMENTS ARE AVAILABLE FOR EDUCATION ASSISTANCE AND SCHOLARSHIPS. THE INCOME EARNED ON PERMANENTLY RESTRICTED ENDOWMENTS IS AVAILABLE TO SUPPORT GENERAL OPERATIONS AND EDUCATIONAL PROGRAMS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENT ORGANIZATION IN THE REGION | GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION | $3,935,863 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENT ORGANIZATION IN THE REGION | GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION | $2,441,161 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENT ORGANIZATION IN THE REGION | GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION | $16,035 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | GRANTS TO RECIPIENT ORGANIZATION IN THE REGION | GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION | $96,275 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPIENT ORGANIZATION IN THE REGION | GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION | $58,000 |
| SOUTH AFRICA | 0 | 0 | GRANTS TO RECIPIENT ORGANIZATION IN THE REGION | GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION | $613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,547,947 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,547,947 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT | $3,935,863 | WIRE TRANSFER |
| MIDDLE EAST AND NORTH AFRICA | FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT | $2,441,161 | WIRE TRANSFER |
| SOUTH AMERICA | FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT | $16,035 | WIRE TRANSFER |
| RUSSIA & THE NEWLY INDEPENDENT STATES | FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT | $96,275 | WIRE TRANSFER |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT | $58,000 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ENTITIES THAT RECEIVE GRANTS OVERSEAS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE FOREIGN ENTITY AND REVIEWED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMER AUCTION, BINGO, ART AUCTION | Event1Nm |
| Gross Receipts Event1 | $556,933 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $543,633 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,300 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $270,260 | OtherDirectExpensesEvent1Amt |
| Event2 | BUSINESS LEADERS LUNCH | Event2Nm |
| Gross Receipts Event2 | $78,408 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $72,283 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,125 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $75,236 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $635,341 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $615,916 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,425 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $345,496 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $345,496 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$326,071 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HERMELIN ORT RESOURCE CENTER JVS-JEWISH VOCATIONAL SERVICES | |||||||
| 6600 W MAPLE ROAD | WEST BLOOMFIELD TOWNSH | MI | 48322 | 381358013 | 501(C)(3) | $71,221 | SCHOLARSHIPS/STUDENT ASSISTANCE |
| BARUCH COLLEGE | |||||||
| 17 LEXINGTON AVENUE | NEW YORK | NY | 10010 | 131988190 | 501(C)(3) | $22,500 | SCHOLARSHIPS/STUDENT ASSISTANCE |
| ZAREMGOLDE INSTITUTE | |||||||
| 5440 FARGO AVENUE | SKOKIE | IL | 60077 | 133281910 | 501(C)(3) | $118,000 | SCHOLARSHIPS/STUDENT ASSISTANCE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ENTITIES THAT RECEIVE GRANTS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE ENTITY AND REVIEWED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY COOPER | ||||||||||||||
| EXECUTIVE DIRECTOR | $235,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,211 | $0 | $253,211 | $0 | $0 | $0 |
| NAOMI REINHARZ | ||||||||||||||
| DIRECTOR OF MAJOR GIFTS | $138,558 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,047 | $0 | $152,605 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $131,346 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | ORT ENGAGES THE SERVICES OF GRAYSTONE/MORGAN STANLEY TO ACT AS BROKER AND SELL THE STOCKS FOR THE ORGANIZATION. THE NET CASH PROCEEDS, AFTER DEDUCTING SERVICE FEES AND RELATED CHARGES, ARE THEN CREDITED TO ORT'S ACCOUNT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE QUALIFICATIONS FOR MEMBERSHIP ARE AS FOLLOWS: ANY PERSON WHO SUBSCRIBES TO THE PURPOSES OF ORT AMERICA AND PAYS ANNUAL DUES OR MAKES A CONTRIBUTION EQUAL TO OR GREATER THAN THE ANNUAL DUES AMOUNT SHALL BE DEEMED A MEMBER. A PERSON MAY ACQUIRE MEMBERSHIP THROUGH A CHAPTER OR OTHER UNIT OF ORGANIZATION OF ORT AMERICA, BE A MEMBER-AT-LARGE OR A LIFE MEMBER OR HAVE SUCH OTHER STATUS AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EVERY THREE YEARS AT THE ANNUAL MEETING THERE WILL BE AN ELECTION OF OFFICERS AND BOARD MEMBERS AT THE MEETING OF THE MEMBERS, EACH MEMBER SHALL BE ENTITLED TO ONE VOTE MEMBERS SHALL NOT BE ENTITLED TO VOTE BY PROXY AT ANY MEETING OF THE MEMBERS, THERE SHALL BE PRESENT 100 MEMBERS OR 10% OF THE TOTAL NUMBER OF MEMBERS, WHICHEVER IS LESS, IN ORDER TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BEFORE SIGNING THE RETURN |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY CALLS FOR THE CHIEF EXECUTIVE OFFICER OF ORT AMERICA INC AND THE CHAIR OF THE AUDIT COMMITTEE TO COLLECT AND REVIEW THE STATEMENTS AND ANNUALLY SUBMIT TO THE AUDIT COMMITTEE A REPORT LISTING THE CONFLICT OF INTEREST DISCLOSED ON THE STATEMENTS AND THE ACTIONS, IF ANY TAKEN BY ORT AMERICA IN RESPONSE. ALL INDIVIDUALS CONSIDERED TO BE KEY INDIVIDUALS MUST COMPLETE AND SIGN OFF ON THE POLICY. KEY INDIVIDUALS ARE COLLECTIVELY DEFINED AS OFFICERS AND DIRECTORS OF THE BOARD, ALL OTHER KEY VOLUNTEERS IN REGIONS AND CHAPTERS, AND KEY EMPLOYEES IN THE NATIONAL AND REGIONAL OFFICES. THE POLICY ALSO CALLS FOR KEY INDIVIDUALS AT MEETINGS WHERE THERE WILL BE DELIBERATION OR VOTING TO FULLY DISCLOSE ANY CONFLICT TO THE PERS ON CHAIRING THE MEETING. FAILURE TO COMPLY WITH THE POLICY IS GROUNDS FOR REMOVAL FROM OFFICE. ANY POTENTIAL CONFLICTS ARE RAISED TO THE APPROPRIATE INDIVIDUALS. THOSE WHICH ARE RAISED TO THE CEO WILL THEN BE INVESTIGATED. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBLITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 52,242. ADJUSTMENT TO UNDERFUNDED PENSION LIABILITY -913,355. |
| PART XII, LINE 2C | THERE WERE NO CHANGES IN PROCESSES FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN'S AMERICAN ORT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366161357 | EIN |
| Primary Activities | RAISES FUNDS FOR THE NETWORK OF ORT SCHOOLS/HOUSES, ENDOWMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WOMENS AMERICAN ORT FOUNDATION | ||
| R | $170,000 | ROYALTIES |
| WOMENS AMERICAN ORT FOUNDATION | ||
| D | $491,618 | INTERCOMPANY BALANCE |
| WOMENS AMERICAN ORT FOUNDATION | ||
| L | $40,000 | FEES FOR SERVICES |
| WOMENS AMERICAN ORT FOUNDATION | ||
| C | $178,631 | DONATION FROM WAOF |