2019-10-31T12:35:32-05:00 2018-12-31 131610809 FRIEDMAN LLP 100 EAGLE ROCK AVENUE SUITE 200 EAST HANOVER NJ 07936 990 2018-01-01 135562424 ORT AMERICA INC ORTA 2125057700 75 MAIDEN LANE NO 10 NEW YORK NY 10038 JEFFREY COOPER CEO 2125057700 2019-10-24 1 SARAH AVERY P01470673 9739293500 2019-10-17 216.255.121.30 2019-10-24 15:18:44 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4E2F2F5AF0AA56745DE3D63ECD3F8E64835DA826 2018 2019-02-21 02:37:17Z JEFFREY COOPER 75 MAIDEN LANE NO 10 NEW YORK NY 10038 14552521 0 X ORTAMERICA.ORG X 1969 NY THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. 27 27 65 150 127370 120588 22717181 12549807 131183 0 1007249 549220 402656 534 24258269 13099561 8049919 6759668 0 0 3896668 3644050 0 0 466166 3580480 2635224 15527067 13038942 8731202 60619 38280986 34892118 16688687 14925587 21592299 19966531 X 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. 0 0 7141373 6759668 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. 3893255 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. 523372 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. 11558000 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 26 0 1 65 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY CA CT IL KY ME MD MA MN MS MO NH NJ OH OK OR PA RI AL AK AR CO GA FL KS MI ND NC SC TN WV VA UT WI WA X THE ORGANIZATION 2125057700 75 MAIDEN LANE NO 10 NEW YORK NY 10038 BARNETT BOOKATZ SECRETARY/ASST TREASURER 0.30 X X 0 0 0 SHELLY DREIFUSS VICE PRESIDENT 0.30 X X 0 0 0 MORRIS GOCIAL VICE PRESIDENT 2.50 X X 0 0 0 LARRY KADIS PRESIDENT 7.50 X X 0 0 0 SUELLEN KADIS MEMBER AT LARGE 0.30 X 0 0 0 LINDA KIRSCHBAUM IMMEDIATE PAST PRESIDENT 5.00 0.30 X 0 0 0 HOWARD LANZNAR TREASURER 7.50 X X 0 0 0 GAIL LANZNAR MEMBER AT LARGE 0.30 X 0 0 0 NEIL MODEL CHAIR OF THE EXECUTIVE COM 2.50 X X 0 0 0 ANDREA WOLFE MEMBER AT LARGE 0.30 X 0 0 0 LEWIS ZIPKIN VICE PRESIDENT 0.30 X X 0 0 0 SAUL BERKOWITZ BOARD MEMBER 0.30 X 0 0 0 LOIS DERMER BOARD MEMBER 0.30 X 0 0 0 TOBY FEUER BOARD MEMBER 0.30 X 0 0 0 KAREN FINE BOARD MEMBER 0.30 X 0 0 0 DEBRA KANTER BOARD MEMBER 0.30 X 0 0 0 JONATHAN LANZNAR BOARD MEMBER 0.30 X 0 0 0 LENADRO MARGULIS BOARD MEMBER 0.30 X 0 0 0 HILLY PANOVKA BOARD MEMBER 0.30 X 0 0 0 BARBARA ROSS BOARD MEMBER 0.30 X 0 0 0 ARTHUR ROTTENSTEIN BOARD MEMBER 0.30 X 0 0 0 ERIC RUBIN BOARD MEMBER 0.30 X 0 0 0 MITCHELL SCHNEIDER BOARD MEMBER 0.30 X 0 0 0 BARBARA SIEGEL BOARD MEMBER 0.30 X 0 0 0 PEPE SIGAL BOARD MEMBER 0.30 X 0 0 0 EILEEN SIRKIN BOARD MEMBER 0.30 X 0 0 0 RANDY WERTHEIMER BOARD MEMBER 0.30 X 0 0 0 JEFFREY COOPER EXECUTIVE DIRECTOR 35.00 5.00 X 235000 0 18211 ALLISON HALPERN DIRECTOR OF OPERATIONS 40.00 X 130746 0 13709 LAWRENCE LUDWIG DIRECTOR OF MIS 40.00 X 118619 0 13183 NICOLE MILLER DIRECTOR OF MICHIGAN REGION 40.00 X 133481 0 13741 LILY JOY SEMBRANO CONTROLLER 35.00 5.00 X 136760 0 6510 NAOMI REINHARZ DIRECTOR OF MAJOR GIFTS 40.00 X 138558 0 14047 893164 0 79401 7 0 1 0 FRIEDMAN LLP 1700 BROADWAY NEW YORK NY 10019 AUDIT AND TAX SERVICES 175690 BLACKBAUD 2000 DANIEL ISLAND DRIVE CHARLESTON SC 29492 TECHNICAL SERVICES AND SOFTWARE PROVIDER 164649 SHULMAN ROGERS GANDAL PORDY & ECKER P 12505 PARK POTOMAC AVENUE POTOMAC MD 20854 LEGAL AND CONSULTING SERVICES 120593 3 207456 615916 11726435 131346 12549807 185066 185066 6335 6335 214228 0 214228 214228 127370 86858 1181618 290000 1031808 75656 149810 214344 364154 364154 19425 615916 345496 -326071 -326071 MISCELLANEOUS INCOME 900099 66042 66042 ADMINSTRATIVE REVENUE 900099 40000 40000 106042 13099561 0 127370 422384 211721 211721 6547947 6547947 235000 180950 30550 23500 2734484 2119763 353034 261687 129942 100677 16785 12480 264388 204844 34152 25392 280236 217123 36199 26914 121627 121627 114180 90202 15985 7993 49312 49312 239516 224302 10425 4789 245328 211348 14427 19553 136096 103970 18788 13338 170000 134052 24224 11724 630565 525187 71010 34368 52211 41563 5426 5222 216944 196254 10357 10333 9453 7454 1347 652 52163 41133 7433 3597 UBIT TAX 114751 0 114751 0 LOCAL REGIONS AND CHAPT 319066 319066 0 0 EQUIPMENT PURCHASES AND 74286 62419 7997 3870 CUSTODY ACCOUNT EXPENSE 62645 0 62645 0 27081 18025 8302 754 13038942 11558000 1014776 466166 3190384 3827188 283266 0 20410539 18128507 133470 522259 295785 167764 142402 92649 25362 8349050 8212451 1972215 1692123 3327154 2710702 38280986 34892118 1892651 832806 25632 633268 14770404 13459513 16688687 14925587 X -1050759 -2223088 17446847 16993408 5196211 5196211 21592299 19966531 38280986 34892118 X 60619 -825274 -861113 X X 0 1 X 1 0 X 13906301 12233253 14693883 22717181 12549807 76100425 13906301 12233253 14693883 22717181 12549807 76100425 604070 75496355 1481575 560962 487878 216609 278259 3025283 88959 93105 170710 225109 127370 705253 139031 1175455 -146713 141715 106042 1415530 81246491 1075278 0.92920 0.81850 X 10051759 562701 -228996 148783 10236681 10576787 163814 680993 1369835 10051759 10841845 83937 698185 1047180 10576787 10315531 394055 331644 199385 10841845 9836996 264276 349385 135126 10315531 0.05000 0.51000 0.44000 0 1 1 50973 35762 15211 116791 106640 10151 25362 INVESTMENTS IN REAL ESTATE PARTNERSHIPS 352462 DUE FROM INTER-ORGANIZATIONAL FUNDS/ENTITIES 954169 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1404071 2710702 ACCRUED PENSION PAYABLE 3723256 ANNUITY PAYMENT OBLIGATIONS 1679743 COMMITMENTS PAYABLE 7532022 ACCRUED POSTRETIREMENT BENEFIT COSTS 393956 EMPLOYEES' SEVERANCE PAYABLE 130536 13459513 12622713 -825274 -825274 13447987 49312 -397738 -348426 13099561 13335126 345496 345496 12989630 49312 49312 13038942 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. 0 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 3935863 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 2441161 SOUTH AMERICA 0 0 GRANTS TO RECIPIENT ORGANIZATION IN THE REGION GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION 16035 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 96275 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 58000 SOUTH AFRICA 0 0 GRANTS TO RECIPIENT ORGANIZATION IN THE REGION GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION 613 0 0 0 0 0 0 6547947 0 6547947 EUROPE (INCLUDING ICELAND & GREENLAND) FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT 3935863 WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT 2441161 WIRE TRANSFER SOUTH AMERICA FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT 16035 WIRE TRANSFER RUSSIA & THE NEWLY INDEPENDENT STATES FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT 96275 WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES FINANCIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT 58000 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: 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. SUMMER AUCTION, BINGO, ART AUCTION 556933 543633 13300 270260 BUSINESS LEADERS LUNCH 78408 72283 6125 75236 635341 615916 19425 345496 345496 -326071 1 HERMELIN ORT RESOURCE CENTER JVS-JEWISH VOCATIONAL SERVICES 6600 W MAPLE ROAD WEST BLOOMFIELD TOWNSH MI 48322 381358013 501(C)(3) 71221 SCHOLARSHIPS/STUDENT ASSISTANCE BARUCH COLLEGE 17 LEXINGTON AVENUE NEW YORK NY 10010 131988190 501(C)(3) 22500 SCHOLARSHIPS/STUDENT ASSISTANCE ZAREMGOLDE INSTITUTE 5440 FARGO AVENUE SKOKIE IL 60077 133281910 501(C)(3) 118000 SCHOLARSHIPS/STUDENT ASSISTANCE PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 JEFFREY COOPER EXECUTIVE DIRECTOR 235000 0 0 0 0 0 0 0 18211 0 253211 0 0 0 NAOMI REINHARZ DIRECTOR OF MAJOR GIFTS 138558 0 0 0 0 0 0 0 14047 0 152605 0 0 0 X 22 131346 FMV 0 0 0 PART I, LINE 32B: 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. 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. WOMEN'S AMERICAN ORT FOUNDATION 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 366161357 RAISES FUNDS FOR THE NETWORK OF ORT SCHOOLS/HOUSES, ENDOWMENTS NY 501(C)(3) LINE 7 N/A 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 WOMENS AMERICAN ORT FOUNDATION R 170000 ROYALTIES WOMENS AMERICAN ORT FOUNDATION D 491618 INTERCOMPANY BALANCE WOMENS AMERICAN ORT FOUNDATION L 40000 FEES FOR SERVICES WOMENS AMERICAN ORT FOUNDATION C 178631 DONATION FROM WAOF