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THE JEWISH FEDERATIONS OF NORTH AMERICA INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC (EIN 13-1624240)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-07
IRS object ID
201911279349301876
Schema version
2017v2.0
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)
Return2019-05-07T10:54:32-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

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 Begin2017-07-01TaxPeriodBeginDt

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)
Business Name ControlJEWIBusinessNameControlTxt
Phone2122846500PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPamela ZaltsmanPersonNm
Person TitleCFOPersonTitleTxt
Phone2122846500PhoneNum
Signature2019-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858321PhoneNum
Preparation2019-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.140.180.210IPv4AddressTxt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGerrald SilvermanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 Broadway Suite 1700AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$265,343,497GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
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 147 FEDERATIONS, 300+ NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONSActivityOrMissionDesc
Voting Members Governing Body127VotingMembersGoverningBodyCnt
Voting Members Independent127VotingMembersIndependentCnt
Total Employee183TotalEmployeeCnt
Total Volunteers180TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$82,283NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$238,168,261PYContributionsGrantsAmt
CY Contributions Grants$233,523,837CYContributionsGrantsAmt
PY Program Service Revenue$19,429,529PYProgramServiceRevenueAmt
CY Program Service Revenue$28,113,833CYProgramServiceRevenueAmt
PY Investment Income$3,617,532PYInvestmentIncomeAmt
CY Investment Income$1,623,189CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$261,215,322PYTotalRevenueAmt
CY Total Revenue$263,260,859CYTotalRevenueAmt
PY Grants And Similar Paid$213,440,203PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$212,423,470CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,662,898PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$23,788,284CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,078,396CYTotalFundraisingExpenseAmt
PY Other Expenses$24,413,681PYOtherExpensesAmt
CY Other Expenses$24,050,484CYOtherExpensesAmt
PY Total Expenses$261,516,782PYTotalExpensesAmt
CY Total Expenses$260,262,238CYTotalExpensesAmt
PY Revenues Less Expenses-$301,460PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,998,621CYRevenuesLessExpensesAmt
Total Assets BOY$295,332,953TotalAssetsBOYAmt
Total Assets EOY$292,149,568TotalAssetsEOYAmt
Total Liabilities BOY$177,540,072TotalLiabilitiesBOYAmt
Total Liabilities EOY$165,005,300TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$117,792,881NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$127,144,268NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$201,331,021ExpenseAmt
Grant$201,331,021GrantAmt
Revenue$0RevenueAmt
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$22,154,678ExpenseAmt
Grant$0GrantAmt
Revenue$8,995,032RevenueAmt
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$10,001,058ExpenseAmt
Revenue$6,067,678RevenueAmt
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, WHICH ALLOW FEDERATIONS TO CONVENE AND LEVERAGE OUR MOVEMENT'S IMPACT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$8,870,799$8,870,799$12,877,589GRANTS: 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. FEREP AWARDS GRADUATE SCHOOL SCHOLARSHIPS FOR UP TO TWO YEARS TO INDIVIDUALS WHO MEET ELIGIBILITY REQUIREMENTS AND ARE COMMITTED TO WORKING IN THE FEDERATION SYSTEM FOLLOWING GRADUATE SCHOOL. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH THE CREATE A JEWISH 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.
$2,181,979$3,099ISRAEL 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.
$2,220,750$2,220,750$0U.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 MORE FRAIL 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.
$1,251,354$900$170,435TALENT: 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.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$14,524,882TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$11,092,449TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$13,051,123TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$248,011,639TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document298IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee183EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members127GoverningBodyVotingMembersCnt
Independent Voting Member127IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
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 FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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 FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
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 FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAMELA ZALTSMANPersonNm
Phone2122846500PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (178 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Richard V Sandler
Chair of the Board201Yes (X)Yes (X)$0$0$0
Cynthia D Shapira
Vice Chair of Board Began Service August 2017201Yes (X)Yes (X)$0$0$0
Susan K Stern
Vice Chair of Board Through July 2017200Yes (X)Yes (X)$0$0$0
Suzanne Grant
National Campaign Chair200Yes (X)Yes (X)$0$0$0
Jodi J Schwartz
Treasurer201Yes (X)Yes (X)$0$0$0
Sheryl Kimerling
Secretary200Yes (X)Yes (X)$0$0$0
Wendy Abrams
Trustee Began Service November 201711Yes (X)$0$0$0
Roberta Abrams
Trustee10Yes (X)$0$0$0
Meryl Ainsman
Trustee10Yes (X)$0$0$0
Eric Albert
Trustee10Yes (X)$0$0$0
Judy Altenberg
Trustee10Yes (X)$0$0$0
Sanford Antignas
Trustee10Yes (X)$0$0$0
Brad Bell
Trustee10Yes (X)$0$0$0
Gary Berman
Trustee Began Service November 201710Yes (X)$0$0$0
Leslie Bider
Trustee Through November 201710Yes (X)$0$0$0
Cookie Hymer Blitz
Trustee Through November 201710Yes (X)$0$0$0
Sarah Boden
Trustee Began Service November 201710Yes (X)$0$0$0
Merom Brachman
Trustee10Yes (X)$0$0$0
Denis Braham
Trustee Through November 201711Yes (X)$0$0$0
Beth Wain Brandon
Trustee Began Service November 201710Yes (X)$0$0$0
David T Brown
Trustee10Yes (X)$0$0$0
David J Butler
Trustee10Yes (X)$0$0$0
Amy Berger Chafetz
Trustee Began Service November 201710Yes (X)$0$0$0
Sam Chafetz
Trustee Began Service November 201710Yes (X)$0$0$0
Rina Chessin
Trustee Began Service November 201710Yes (X)$0$0$0
Leslie Crane
Trustee Through November 201710Yes (X)$0$0$0
Patricia Croughan
Trustee10Yes (X)$0$0$0
Amy Dean
Trustee10Yes (X)$0$0$0
Alisa Doctoroff
Trustee10Yes (X)$0$0$0
Bryan Drowos
Trustee Began Service November 201710Yes (X)$0$0$0
Tina Erlich
Trustee Began Service November 201710Yes (X)$0$0$0
Terri Farber
Trustee Through November 201710Yes (X)$0$0$0
Richard Fiedotin
Trustee Began Service November 201710Yes (X)$0$0$0
Diane S Feinberg
Trustee11Yes (X)$0$0$0
Howard Feinsand
Trustee10Yes (X)$0$0$0
Dori Fenenbock
Trustee10Yes (X)$0$0$0
Susan Weiss Firestone
Trustee11Yes (X)$0$0$0
Cheryl Fishbein
Trustee11Yes (X)$0$0$0
Suzette Fisher
Trustee10Yes (X)$0$0$0
Martine Fleishman
Trustee Began Service November 201710Yes (X)$0$0$0
Michael Frankel
Trustee10Yes (X)$0$0$0
William Freedman
Trustee10Yes (X)$0$0$0
Stephen Gaerber
Trustee Through November 201710Yes (X)$0$0$0
Meryl Gallatin
Trustee10Yes (X)$0$0$0
Harold Gernsbacher
Trustee10Yes (X)$0$0$0
Ira Gerstein
Trustee Began Service November 201710Yes (X)$0$0$0
Debra Gober
Trustee Began Service November 201710Yes (X)$0$0$0
Raymond L Golden
Trustee Through November 201710Yes (X)$0$0$0
Debby Goldenberg
Trustee10Yes (X)$0$0$0
David Golder
Trustee10Yes (X)$0$0$0
Beth Goldsmith
Trustee Through November 201710Yes (X)$0$0$0
Marilyn Goldsmith
Trustee10Yes (X)$0$0$0
Joshua Green
Trustee Began Service November 201710Yes (X)$0$0$0
Gerald Greiman
Trustee Began Service November 201710Yes (X)$0$0$0
Gary Gross
Trustee10Yes (X)$0$0$0
Andrew J Groveman
Trustee120Yes (X)$0$0$0
Dan Guyer
Trustee Began Service November 201710Yes (X)$0$0$0
Lee Harkavy
Trustee Through November 201710Yes (X)$0$0$0
Jim Heeger
Trustee10Yes (X)$0$0$0
Alison Himel
Trustee10Yes (X)$0$0$0
Michelle Hirsch
Trustee Service June 2017 - June 201810Yes (X)$0$0$0
Andy Hodes
Trustee Through November 201710Yes (X)$0$0$0
Joseph Hollander
Trustee10Yes (X)$0$0$0
Linda A Hurwitz
Trustee10Yes (X)$0$0$0
John Isenberg
Trustee10Yes (X)$0$0$0
Anne Jacobson
Trustee10Yes (X)$0$0$0
Karen James
Trustee Began Service November 201710Yes (X)$0$0$0
Sharon Janks
Trustee11Yes (X)$0$0$0
Beth Kaplan
Trustee10Yes (X)$0$0$0
Aron Karabel
Trustee Began Service November 201710Yes (X)$0$0$0
Julie Kass
Trustee Began Service November 201710Yes (X)$0$0$0
Tom Kasten
Trustee Through November 201710Yes (X)$0$0$0
Matthew Keller
Trustee Began Service November 201710Yes (X)$0$0$0
Evelyn B Kenvin
Trustee Through November 201710Yes (X)$0$0$0
Linda Ketover
Trustee10Yes (X)$0$0$0
David-Seth Kirshner
Trustee Began Service November 201710Yes (X)$0$0$0
Amy Kline
Trustee Began Service November 201710Yes (X)$0$0$0
Lori Klinghoffer
Trustee110Yes (X)$0$0$0
Simone Knego
Trustee Began Service June 201810Yes (X)$0$0$0
Rena Kopelman
Trustee10Yes (X)$0$0$0
Jennifer L Korach
Trustee10Yes (X)$0$0$0
Scott Krieger
Trustee Began Service November 201710Yes (X)$0$0$0
Alison Lebovitz
Trustee10Yes (X)$0$0$0
Michael Lebovitz
Trustee10Yes (X)$0$0$0
David W Lentz
Trustee10Yes (X)$0$0$0
Beth Kieffer Leonard
Trustee Through November 2017110Yes (X)$0$0$0
Jonathan P Levitt
Trustee10Yes (X)$0$0$0
Liza Levy
Trustee Began Service November 201710Yes (X)$0$0$0
Mark Levy
Trustee Through November 201711Yes (X)$0$0$0
Keith Libman
Trustee10Yes (X)$0$0$0
Robert Lippitt
Trustee Through November 201710Yes (X)$0$0$0
Dan Lowen
Trustee Through November 201710Yes (X)$0$0$0
Joan Lubar
Trustee10Yes (X)$0$0$0
Jack Luxemburg
Trustee Through November 201710Yes (X)$0$0$0
Kathy Manning
Trustee Began Service November 201710Yes (X)$0$0$0
Zvi S Marans
Trustee10Yes (X)$0$0$0
Debbie Margolis
Trustee Through November 201710Yes (X)$0$0$0
Joel Marks
Trustee10Yes (X)$0$0$0
Ronnie Marks
Trustee Through November 201710Yes (X)$0$0$0
Roslyn Mazur
Trustee Through November 201710Yes (X)$0$0$0
Nancy Mimoun
Trustee10Yes (X)$0$0$0
Linda Mirels
Trustee Through November 201710Yes (X)$0$0$0
Heidi Monkarsh
Trustee10Yes (X)$0$0$0
Cynthia Moskowitz
Trustee Through November 201710Yes (X)$0$0$0
Gail Norry
Trustee10Yes (X)$0$0$0
Julie Wise Oreck
Trustee11Yes (X)$0$0$0
Marcie H Orley
Trustee10Yes (X)$0$0$0
Selena Paperman
Trustee Through November 201710Yes (X)$0$0$0
Ann Pava
Trustee Began Service November 201710Yes (X)$0$0$0
Julie B Platt
Trustee10Yes (X)$0$0$0
Rona Pozner
Trustee10Yes (X)$0$0$0
Daniel Prescott
Trustee Began Service November 201710Yes (X)$0$0$0
Sari Anne Rapkin
Trustee10Yes (X)$0$0$0
Linda Ravvin
Trustee10Yes (X)$0$0$0
Zoe Riekes
Trustee110Yes (X)$0$0$0
Leslie Rosenthal
Trustee10Yes (X)$0$0$0
Sarah Rubin
Trustee Began Service November 201710Yes (X)$0$0$0
Jason Rubinoff
Trustee Through November 201710Yes (X)$0$0$0
Jeff Rum
Trustee Service June 2017 - June 201810Yes (X)$0$0$0
Robin Kaufman Saran
Trustee Through November 201710Yes (X)$0$0$0
Jeffrey Scheck
Trustee10Yes (X)$0$0$0
Sammy Schulman
Trustee Through November 201710Yes (X)$0$0$0
Andrea Schneider
Trustee Began Service November 201710Yes (X)$0$0$0
Ronna Schneider
Trustee Began Service November 201710Yes (X)$0$0$0
Stacey Schulman
Trustee10Yes (X)$0$0$0
David Schulman
Trustee10Yes (X)$0$0$0
Steven Schwarz
Trustee Through November 201710Yes (X)$0$0$0
Lori Schwartz
Trustee Began Service November 201710Yes (X)$0$0$0
Phyllis Seaman
Trustee10Yes (X)$0$0$0
Barry Seidman
Trustee10Yes (X)$0$0$0
S Stephen Selig
Trustee Began Service November 201710Yes (X)$0$0$0
Brian Seymour
Trustee10Yes (X)$0$0$0
Nathan Shor
Trustee10Yes (X)$0$0$0
Kim Shwachman
Trustee10Yes (X)$0$0$0
Michael D Siegal
Trustee11Yes (X)$0$0$0
Mark Silberman
Trustee10Yes (X)$0$0$0
Stephen J Silverman
Trustee11Yes (X)$0$0$0
Bill Silverstein
Trustee10Yes (X)$0$0$0
Dganit Slovik
Trustee10Yes (X)$0$0$0
Howard Stein
Trustee Began Service November 201710Yes (X)$0$0$0
Jeffrey M Stern
Trustee10Yes (X)$0$0$0
Susan Stern
Trustee Through November 201710Yes (X)$0$0$0
Brian Tauber
Trustee10Yes (X)$0$0$0
Michael Teplitsky
Trustee Began Service June 201810Yes (X)$0$0$0
Kathryn Unger
Trustee10Yes (X)$0$0$0
Harvey Wallace
Trustee Through November 201710Yes (X)$0$0$0
Neil Wallack
Trustee10Yes (X)$0$0$0
Nat Wasserstein
Trustee10Yes (X)$0$0$0
Debra Weinberg
Trustee Began Service November 201710Yes (X)$0$0$0
Sanford Weiner
Trustee Began Service November 201710Yes (X)$0$0$0
Elliott Weinstein
Trustee10Yes (X)$0$0$0
Steven J Weiss
Trustee10Yes (X)$0$0$0
Katie Whitlatch
Trustee10Yes (X)$0$0$0
Mark Wilf
Trustee Through November 201711Yes (X)$0$0$0
Orna Wolens
Trustee Began Service November 201710Yes (X)$0$0$0
Royce Wolff
Trustee10Yes (X)$0$0$0
Jackie Sprinces Wong
Trustee10Yes (X)$0$0$0
Jerry Yanowitz
Trustee Through November 201710Yes (X)$0$0$0
Robert K Yass
Trustee10Yes (X)$0$0$0
Robert Zahler
Trustee Through November 201710Yes (X)$0$0$0
Michael Zaransky
Trustee10Yes (X)$0$0$0
Vicki Zell
Trustee10Yes (X)$0$0$0
Fred Zimmerman
Trustee Through November 201711Yes (X)$0$0$0
Gerrald B Silverman
President & CEO500Yes (X)$634,849$0$59,150
Mark Gurvis
Executive Vice President500Yes (X)$369,783$0$39,996
Pamela A Zaltsman
Chief Financial Officer37.512.5Yes (X)$171,986$57,329$11,759
Becky Porath
General Counsel500Yes (X)$163,761$0$41,985
Brian Abrahams
Senior Vice President500$310,603$0$44,190Yes (X)
Becky Caspi
Director General Israel Office500$279,742$0$67,346Yes (X)
William Daroff
Senior Vice President500$294,548$0$35,120Yes (X)
Pam Kurtzman
Senior Vice President500$159,471$0$6,763Yes (X)
Renee Rothstein
Senior Vice President500$279,828$0$21,189Yes (X)
David Mallach
V-UIA/Executive VP-IEF2030$80,008$120,013$43,812Yes (X)
Ethan Felson
Executive Director500$200,373$0$10,578Yes (X)
Kimberlee Fish
Executive Director500$199,446$0$17,224Yes (X)
David Kessel
Associate Vice President500$240,448$0$36,541Yes (X)
Beth Mann
Vice President500$205,912$0$20,321Yes (X)
Geri Palast
Executive Director500$198,817$0$18,621Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,789,575TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$177,342TotReportableCompRltdOrgAmt
Total Other Compensation$474,595TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K61IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtBusiness Name Line2ContractorName/BusinessName/BusinessNameLine2Txt
Blackbaud Inc
PO Box 930256AtlantaGA31193Federation Donor Management$1,547,402
Wyndham Jade LLC
POB 840907DallasTX75284Meeting Logistics and Registration$456,861
Fusion Labs
75 Remittance DriveChicagoIL60675GA Production$449,044Federation Donor Management System
The Scottsdale Resort
7700 East Mccormick ParkwayScottsdaleAZ85258Meeting Space and Ancillary Services$427,001
Marriot Business services
265 Peachtree Center AvenueAtlantaGA30303Meeting Space and Ancillary Services$412,166
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K26CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$2,467,500GovernmentGrantsAmt
All Other Contributions$231,056,337AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$233,523,837TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
DISASTER RELIEF900099$12,877,589$12,877,589$0$0
FUNDRAISING INFRASTRUCTURE900099$8,995,032$8,995,032$0$0
POWER OF THE COLLECTIVE900099$6,067,678$6,067,678$0$0
TALENT900099$170,435$170,435$0$0
ISRAEL AND OVERSEAS900099$3,099$3,099$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$28,113,833TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,363,133TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,363,133ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,342,694SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,082,638SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$260,056SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$260,056TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$260,056ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$263,260,859TotalRevenueColumnAmt
Related Or Exempt Func Income$28,113,833RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,623,189ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$212,128,332TotalAmt
Program Services$212,128,332ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$295,138TotalAmt
Program Services$295,138ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,293,230TotalAmt
Program Services$2,189,452ProgramServicesAmt
Management And General$1,103,778ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$84,065TotalAmt
Program Services$84,065ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,362,180TotalAmt
Program Services$10,143,065ProgramServicesAmt
Management And General$3,825,172ManagementAndGeneralAmt
Fundraising$1,393,943FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,985,367TotalAmt
Program Services$1,301,442ProgramServicesAmt
Management And General$529,213ManagementAndGeneralAmt
Fundraising$154,712FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,635,734TotalAmt
Program Services$991,089ProgramServicesAmt
Management And General$480,453ManagementAndGeneralAmt
Fundraising$164,192FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,427,708TotalAmt
Program Services$939,217ProgramServicesAmt
Management And General$379,083ManagementAndGeneralAmt
Fundraising$109,408FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$275,474TotalAmt
Program Services$96,937ProgramServicesAmt
Management And General$178,537ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$142,633TotalAmt
Management And General$142,633ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$460,693TotalAmt
Management And General$460,693ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,162,227TotalAmt
Program Services$7,517,615ProgramServicesAmt
Management And General$625,385ManagementAndGeneralAmt
Fundraising$19,227FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$649,333TotalAmt
Program Services$609,654ProgramServicesAmt
Management And General$10,002ManagementAndGeneralAmt
Fundraising$29,677FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,296,543TotalAmt
Program Services$728,675ProgramServicesAmt
Management And General$546,064ManagementAndGeneralAmt
Fundraising$21,804FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,083TotalAmt
Program Services$8,742ProgramServicesAmt
Management And General$6,290ManagementAndGeneralAmt
Fundraising$51FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,987,237TotalAmt
Program Services$3,002,050ProgramServicesAmt
Management And General$943,666ManagementAndGeneralAmt
Fundraising$41,521FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,109,142TotalAmt
Program Services$826,372ProgramServicesAmt
Management And General$166,214ManagementAndGeneralAmt
Fundraising$116,556FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,329,248TotalAmt
Program Services$2,960,879ProgramServicesAmt
Management And General$346,216ManagementAndGeneralAmt
Fundraising$22,153FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$16,645TotalAmt
Program Services$62ProgramServicesAmt
Management And General$16,583ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$634,804TotalAmt
Program Services$442,075ProgramServicesAmt
Management And General$191,183ManagementAndGeneralAmt
Fundraising$1,546FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$375,934TotalAmt
Program Services$217,885ProgramServicesAmt
Management And General$156,781ManagementAndGeneralAmt
Fundraising$1,268FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMissionsDesc
Total$3,595,488TotalAmt
Program Services$3,528,893ProgramServicesAmt
Management And General$64,257ManagementAndGeneralAmt
Fundraising$2,338FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$260,262,238TotalAmt
Program Services$248,011,639ProgramServicesAmt
Management And General$10,172,203ManagementAndGeneralAmt
Fundraising$2,078,396FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,815,467BOYAmt
EOY$22,439,047EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,645,737BOYAmt
EOY$2,213,272EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,923,152BOYAmt
EOY$39,913,267EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$165,589,990BOYAmt
EOY$156,062,110EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,266,960BOYAmt
EOY$2,307,402EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,400,132LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,904,345LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,940,883BOYAmt
EOY$4,495,787EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$34,389,044BOYAmt
EOY$43,443,408EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$21,751,627BOYAmt
EOY$21,194,496EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,600BOYAmt
EOY$75,286EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$295,332,953BOYAmt
EOY$292,149,568EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$28,925,528BOYAmt
EOY$27,276,957EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$12,136,949BOYAmt
EOY$9,952,391EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$136,477,595BOYAmt
EOY$127,775,952EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$177,540,072BOYAmt
EOY$165,005,300EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,200,600BOYAmt
EOY$3,139,614EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$100,299,670BOYAmt
EOY$113,022,562EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,292,611BOYAmt
EOY$10,982,092EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$117,792,881BOYAmt
EOY$127,144,268EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$295,332,953BOYAmt
EOY$292,149,568EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,998,621ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,202,424NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$4,150,342OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$171,274,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315,881,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$261,489,843CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$238,168,261CurrentTaxYearMinus1YearAmt
Current Tax Year$233,523,837CurrentTaxYearAmt
Total$1,220,338,684TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,274,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315,881,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$261,489,843CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$238,168,261CurrentTaxYearMinus1YearAmt
Current Tax Year$233,523,837CurrentTaxYearAmt
Total$1,220,338,684TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,220,338,684PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$636,915CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$950,140CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$866,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$939,805CurrentTaxYearMinus1YearAmt
Current Tax Year$1,363,133CurrentTaxYearAmt
Total$4,756,557TotalAmt
FieldValueIRS element (for citing)
Total Support$1,225,095,241TotalSupportAmt
Gross Receipts Rltd Activities$94,454,577GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99612PublicSupportCY170Pct
Public Support PY1700.99597PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$157,135FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$628,539FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$785,674FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$258,593,144FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$259,378,818FilingOrganizationsTotalAmt

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

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$823,424CurrentYearMinus3Amt
Current Year Minus2$974,100CurrentYearMinus2Amt
Current Year Minus1$782,722CurrentYearMinus1Amt
Current Year$785,674CurrentYearAmt
Total$3,365,920TotalAmt

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$164,684CurrentYearMinus3Amt
Current Year Minus2$194,500CurrentYearMinus2Amt
Current Year Minus1$156,544CurrentYearMinus1Amt
Current Year$157,135CurrentYearAmt
Total$672,863TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,355,253BeginningYearBalanceAmt
Contributions$1,689,382ContributionsAmt
Investment Earnings Or Losses$2,406,660InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$2,406,660OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$29,044,635EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,101,167BeginningYearBalanceAmt
Contributions$254,086ContributionsAmt
Investment Earnings Or Losses$3,347,012InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$3,347,012OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$27,355,253EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,528,159BeginningYearBalanceAmt
Contributions$573,008ContributionsAmt
Investment Earnings Or Losses$964,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$964,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$27,101,167EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,270,910BeginningYearBalanceAmt
Contributions$257,249ContributionsAmt
Investment Earnings Or Losses$602,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$602,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$26,528,159EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,108,921BeginningYearBalanceAmt
Contributions$161,989ContributionsAmt
Investment Earnings Or Losses$420,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$420,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$26,270,910EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,917,112OtherCostOrOtherBasisAmt
Depreciation$3,454,429DepreciationAmt
Book Value$3,462,683BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,338,117OtherCostOrOtherBasisAmt
Depreciation$2,008,965DepreciationAmt
Book Value$329,152BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,144,903OtherCostOrOtherBasisAmt
Depreciation$440,951DepreciationAmt
Book Value$703,952BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,495,787TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Comingled Funds$11,303,559F
Limited Partnership$9,890,937F
FieldValueIRS element (for citing)
Total Book Value Securities$21,194,496TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
Amt$127,775,952Amt
FieldValueIRS element (for citing)
Total Liability$127,775,952TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$266,226,889TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,202,424NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$161,647,827OtherRevenueAmt
Revenue Not Reported$163,850,251RevenueNotReportedAmt
Revenue Subtotal$102,376,638RevenueSubtotalAmt
Investment Expenses Not Incld$460,693InvestmentExpensesNotIncldAmt
Other Revenues Not Included$160,423,528OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$160,884,221RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$263,260,859TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$271,181,578TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$171,803,555OtherExpensesIncludedAmt
Expenses Not Reported$171,803,555ExpensesNotReportedAmt
Expenses Subtotal$99,378,023ExpensesSubtotalAmt
Investment Expenses Not Incld2$460,693InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$160,423,522OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$160,884,215ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$260,262,238TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4THE 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 2Under 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 and UIA do not believe they have taken any material uncertain tax positions and, accordingly, they have not recorded any liability for unrecognized tax benefits. The Organization and UIA have filed for and received income tax exemptions in the jurisdictions where they are required to do so. Additionally, the Organization and UIA have filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required to do so. For the year ended June 30, 2018, there were no interest or penalties recorded or included in the consolidated statement of activities.
Schedule D, Part XI, Line 2d- UIA ELIMINATION ENTRY $XXX-XX-XXXX REVENUE OF UNITED ISRAEL APPEAL, INC. (WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990 WHICH INCLUDES $16167827 OF REVENUE FROM JFNA WHICH IS NOT SHOWN IN JFNA'S 990.
Schedule D, Part XI, Line 4bJFNA/UIA ELIMINATION ENTRY $XXX-XX-XXXX.
Schedule D, Part XII, Line 2dUIA EXPENSES $XXX-XX-XXXX. EXPENSES OF UNITED ISRAEL APPEAL, INC. (WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990.
Schedule D, Part XII, Line 4b- JFNA/UIA ELIMINATION ENTRY $XXX-XX-XXXX

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa131Program Services$10,477,999
Middle East and North Africa00Grantmaking$295,138
FieldValueIRS element (for citing)
Total Office1TotalOfficeCnt
Total Employee31TotalEmployeeCnt
Total Spent$10,773,137TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North AfricaVOCATIONAL TRAINING PROGRAMS$261,138WIRE TRANSFER
Middle East and North AfricaCrisis contingency Response Fund$15,000Wire Transfer
Middle East and North AfricaThanksgiving Dinner for Students$19,000Wire Transfer
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2UNDER 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.
Schedule F, Part I, Line 3REGION: MIDDLE EAST AND NORTHERN AFRICA SPECIFIC TYPES OF SERVICES IN THE REGION: JFNA GLOBAL OPERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD. ALONG WITH MISSIONS TO ISRAEL ARE ORGANIZED THROUGH OUT THE YEAR.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (72 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceDescNon Cash AssistanceNonCashAssistanceAmt
Leading Edge Alliance
150 West 30th Street Room 900New YorkNY10001812625263501C3$50,000Gen Grants
Jewish Funders Network
150 WEST 30TH STREET SUITE 900New YorkNY10001232742482501C3$30,000Westbury Crisis Contingency Request Fund
KAVOD
600 RIVER VIEW RoadMemphisTN38120475495289501C3$10,000Emergency Assistance Holocaust
Bet Tzedek
3250 Wilshire Blvd 13th FloorLos AngelesCA90010237304205501C3$141,667Holocaust Grants
Council for Jewish Elderly
3003 W Touhy AvenueChicagoIL60645362727597501C3$92,711Holocaust Grants
Edith & Carl Marks Jewish Community House Benson hurts
7802 Bay ParkwayBrooklynNY11214111633484501C3$231,981Holocaust Grants
Gulf Coast Jewish Family & Community Services
14041 Icot BoulevardTampaFL33635591229354501C3$25,500Holocaust Grants
Jewish Family Service of Orange County
720 Route 17 MMiddletownNY10940141731791501C3$75,000Holocaust Grants
Jewish Community Council of Rockaway
1525 Central AvenueFar RockawayNY11691112425813501C3$46,529Holocaust Grants
Jewish Community Council of Canarsie
1170 Pennsylvania Ave Suite 3BrooklynNY11239112608645501C3$75,000Holocaust Grants
Jewish Family & Child Service
1221 SW Yamhill St Suite 301PortlandOR97205930386851501C3$11,378Holocaust Grants
Jewish Family and Childrens Service
2100 Arch St 5th FloorPhiladelphiaPA19103231352026501C3$58,053Holocaust Grants
Jewish Family Children Services of Southern Arizona
4301East 5th StreetTucsonAZ85711860623896501C3$70,700Holocaust Grants
Jewish Family Community Services East Bay
2484 Shattuck Ave Suite 210BerkeleyCA94804943250304501C3$97,481Holocaust Grants
Jewish Family Service Seattle Washington
1601 16th AvenueSeattleWA98122910565537501C3$34,000Holocaust Grants
Jewish Family Service Agency of Central New Jersey
655 Westfield AvenueElizabethNJ07208221487364501C3$110,000Holocaust Grants
Jewish Family Service of metropolitan Detroit
6600 W Maple Road WestBloomfieldMI48322381358397501C3$105,000Holocaust Grants
Jewish Family and Childrens Services of Northern New Jersey
1485 Teaneck RoadTeaneckNJ07666222223109501C3$27,720Holocaust Grants
Jewish Family Service of Orange County California
1 Federations Way suite 220IrvineCA92603952407026501C3$47,500Holocaust Grants
Jewish Family Service of the Cincinnati Area
8487 Ridge RdCincinnatiOH45236310744786501C3$50,000Holocaust Grants
Jewish Family Services of Columbus
1070 College AvenueColumbusOH43209314379497501C3$50,000Holocaust Grants
Jewish Family Services of Greater Charlotte
5007 Providence Rd Suite 105CharlotteNC28226201146861501C3$48,545Holocaust Grants
Metropolitan New York Coordinating Council on Jewish Poverty
120 Broadway 7th FloorNew YorkNY10271132738818501C3$131,074Holocaust Grants
Older Adults Technology Services Inc
168 7th Street Suite 3ABrooklynNY11215550882599501C3$112,500Holocaust Grants
Pesach Tikvah Hope Development Inc
18 Middleton StreetBrooklynNY11206112642641501C3$219,993Holocaust Grants
Ruth and Norman Rales Jewish Family Services Inc
21300 Ruth Baron Coleman BlvdBoca RatonFL33428651115689501C3$49,620Holocaust Grants
Selfhelp Community Services Inc
520 Eighth AvenueNew YorkNY10018131624178501C3$358,695Holocaust Grants
The Blue Card Inc
171 Madison Avenue Suite 1405New YorkNY10016131623910501C3$110,000Holocaust Grants
Alpert Jewish Family & Childrens Service
5841 Corporate Way Suite 200West Palm BeachFL33407591520581501C3$93,750Holocaust Grants
Jewish Family and Community Services Jacksonville
8540 Baycenter RDJacksonvilleFL32256590637868501C3$27,554Holocaust Grants
Raymond and Mirism Klein JCC Philadelphia
10100 Jamison AvenuePhiladelphiaPA19116270840848501C3$75,000Holocaust Grants
Jewish Family Career Services Louisville Kentucky
2821 Klempner WayLouisvilleKY40205610444704501C3$21,354Holocaust Grants
Jewish Social Service Agency Eaglebank
200 Wood Hill RoadRockvilleMD20850530196598501C3$211,256Holocaust Grants
Guardians of the Sick
5216 11th AveBrooklynNY11219116003433501C3$86,947Holocaust Grants
Jewish Community Services South Florida
735 NE 125th StreetN MiamiFL33161590637867501C3$13,000Holocaust Grants
Jewish Family Services Los Angeles
3580 Willshire Blvd Ste 700Los AngelesCA90010951691013501C3$35,000Holocaust Grants
United Jewish Fed of Williamsburg
32 Penn StreetBrooklynNY11249112728233501C3$16,000Holocaust Grants
Goodman Jewish Family Services of Broward
5890 S Pine Road Ste 20Fort LauderdaleFL33328465507093501C3$15,000Holocaust Grants
Jewish Federation of Metropolitan Chicago
30 S Well StreetChicagoIL60606362167761501C3$14,000Holocaust Grants
Gladwyne Presbyterian Church
1321 Beaumont ChurchGladwynePA19035236050644501C3$34,000Interfaith
Jewish Federation of Greater Houston
5603 S Braeswood BlvdHoustonTX77096741109654501C3$4,209,229Hurricane Harvey
Hebrew Free Loan Association Houston
4131 South Braeswood BlvdHoustonTX77025760069644501C3$100,000Hurricane Harvey
Nechama Jewish Response to Disaster
12219 Nicollet AvenueBurnsvilleMN55337411998750501C3$90,000Disaster Relief
Jewish Family Service
4131 South Braeswood BlvdHoustonTX77025741152607501C3$38,831Hurricane Harvey
Congregation BNai Israel
PO Box 8060GalvestonTX77553746000907501C3$45,000Hurricane Harvey
Jewish Federation of Venture
7620 Foothill RoadVenturaCA93004953848761501C3$36,742Fire relief
Jewish Federation of Greater Santa Barbara
524 Chapala StreetSanta BarbaraCA93101237354759501C3$37,500Fire relief
Jewish Federation of Baton Rouge
4845 Jamestown AvenueBaton RougeLA70808237208853501C3$120,161Flood Relief
Jewish Federation of Broward County
5890 S Pine Island RoadDavieFL33328590967823501C3$20,000Hurricane Irma
Jacsonville Jewish Federations
8505 San Jose BlvdJacsonvilleFL32217590637864501C3$20,000Hurricane Irma
Jewish Federation of Greater Naples
2500 Vanderbilt Beach RoadNaplesFL34109592151725501C3$60,000Hurricane Irma
Jewish Federation of Pinellas & Paso Counties
13191 Starkey RoadLargoFL33773590697685501C3$40,000Hurricane Irma
B'Nai Zion Synagogue
750 United StreetKey WestFL33040650023035501C3$15,000Hurricane Irma
Chabad Lubavitch
770 Eastern ParkwayBrooklynNY11213113587172501C3$200,400Hurricane Irma
Greater Miami Jewish Fed Inc
4200 Biscayne BlvdMiamiFL33137590624404501C3$20,000Hurricane Irma
Chabad Key West
906 Trinity DriveKey WestFL33040650635011501C3$9,108Hurricane Irma
IsraAid US Global Humanitarian Assistance Inc
co Erin Zaikis College AvenuePalo AltoCA94306462118225501C3$213,436Hurricane Harvey, Irma
AFYA Foundation
140 Saw Mill River RoadYonkersNY10701261300361501C3$50,000Hurricane Harvey, Irma
Jewish Community Center of Puerto Rico
903 Avenue Ponce de LeonSan JuanPR00907660238586501C3$166,612Hurricane Harvey, Irma
Foundation for Puerto Rico Inc
PO Box 36409San JuanPR00936660776227501C3$75,000Hurricane Harvey, Irma
American Joint Distribution Committee
711 Third Ave 10TH FloorNew YorkNY10017131656634501C3$52,054Hurricane Harvey, Irma
Hebrew Congregation of Saint Thomas
PO Box 266St ThomasVI00804670251194501C3$190,851Puerto Rico Relief
Hillel International
800 Eight Street NWWashingtonDC20001521844823501c3$19,000Thanks Giving Dinner for Students in Israel
University of Florida
GainesvilleFloridaFL32611596002052501C3$10,944Scholarship
University of Michigan
500 S STATE STREETANN ARBORMI48109386006309501c3$20,000SCHOLARSHIP
Secure Community Network Inc
25 BROADWAY SUITE 1700NEW YORKNY10004201437733501C3$1,017,500NATIONAL JEWISH NON PROFIT HOMELAND SECURITY
Jewish Federations of Greater Phoenix
12701 N SCOTTSDALE RD SUITE 201SCOTTSDALEAZ85254470874376501C3$11,147STRATEGIC CONSULTING SERVICES
Jewish Federation of Greater Metrowest
901 ROUTE 10WHIPPANYNJ07981221487222501C3$165,000HOLOCAUST GRANTS FROM WILF FUND
Jewish Family & Children Services San Francisco California
2150 Post Street PO Box 15904San FranciscoCA94115941156528501C3$75,000Holocaust
ORT AMERICA
75 MAIDEN LANE 10TH FLOORNEW YORKNY10038135562424501c3$2,489,708GRANTS MAKING
United Israel Appeal
25 Broadway Suite 1700New YorkNY10004131760102501C3$159,859,136$0
Joint Distribution Committee
711 Third AvenueNew YorkNY10017131656634501C3$41,425,000
FieldValueIRS element (for citing)
Total501c3 Org72Total501c3OrgCnt
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 LEADERS COMMITTEES AND OFFICERS 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 OF THE JEWISH FEDERATION MOVEMENT. FINDING GUIDELINES INCLUDED THAT GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED 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, PART 1, LINE 2 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- NAME OF ORGANIZATION OR GOVERNMENT: UNITED ISRAEL APPEAL (H) PURPOSE OF GRANT OR ASSISTANCE: PROGRAM SERVICES RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY AND DISASTER RELIEF.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)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 Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gerrald B Silverman
President & CEO$632,011$0$0$0$2,838$0$23,800$0$35,350$0$693,999$0$0$0
Mark Gurvis
Executive Vice President$366,945$0$0$0$2,838$0$5,400$0$34,596$0$409,779$0$0$0
Pamela A Zaltsman
Chief Financial Officer$171,134$57,045$0$0$852$284$3,473$1,158$5,346$1,782$180,805$60,269$0$0
Becky Porath
General Counsel$163,430$0$0$0$331$0$3,581$0$38,404$0$205,746$0$0$0
Brian Abrahams
Senior Vice President$307,765$0$0$0$2,838$0$5,400$0$38,790$0$354,793$0$0$0
Becky Caspi
Director General Israel Office$249,548$0$0$0$30,194$0$35,519$0$31,827$0$347,088$0$0$0
William Daroff
Senior Vice President$293,558$0$0$0$990$0$5,400$0$29,720$0$329,668$0$0$0
Pam Kurtzman
Senior Vice President$158,737$0$0$0$734$0$3,167$0$3,596$0$166,234$0$0$0
Renee Rothstein
Senior Vice President$278,380$0$0$0$1,448$0$5,400$0$15,789$0$301,017$0$0$0
David Mallach
V-UIA/Executive VP-IEF$76,322$114,483$0$0$3,686$5,530$1,697$2,545$15,828$23,742$97,533$146,300$0$0
Ethan Felson
Executive Director$199,400$0$0$0$973$0$4,040$0$6,538$0$210,951$0$0$0
Kimberlee Fish
Executive Director$199,012$0$0$0$434$0$4,140$0$13,084$0$216,670$0$0$0
David Kessel
Associate Vice President$240,032$0$0$0$416$0$5,166$0$31,375$0$276,989$0$0$0
Beth Mann
Vice President$203,969$0$0$0$1,943$0$4,298$0$16,023$0$226,233$0$0$0
Geri Palast
Executive Director$193,442$0$0$0$5,375$0$4,040$0$14,581$0$217,438$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aThere 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 IISALARIES RELATED TO THE WORK PERFORMED FOR UIA (RELATED ORGANIZATION) BY PAMELA ZALTSMAN AND DANIEL ALLEN WERE PAID BY JFNA AND RECORDED IN EXPENSES IN JFNA FINANCIAL STATEMENTS. THE RELATIONSHIP BETWEEN THE ORGANIZATION, THEY HAVE CERTAIN COMMON BOARD MEMBERS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJennifer HillelPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFamily MemberRelationshipDescriptionTxt
Transaction$84,065TransactionAmt
TransactionWagesTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 7bFORM 990-T WAS FILEd EXCLUSIVELY FOR QUALIFIED TRANSPORTATION AND PARKING FRINGE BENEFITS UNDER SECTION 512(a)(7) FOR THE PERIOD BEGINNING JANUARY 1, 2018 THRU JUNE 30,2018.
Form 990, Part III, Line 1THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 147 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
Form 990, Part V, Line 3aFORM 990-T WAS FILED EXCLUSIVELY FOR QUALIFIED TRANSPORTATION AND PARKING FRINGE BENEFITS UNDER SECTION 512(a)(7) FOR THE PERIOD BEGINNING JANUARY 1, 2018 THRU JUNE 30,2018.
Form 990, Part VI, Section A, Line 2DAVID SCHULMAN AND STACEY SCHULMAN - FATHER AND DAUGHTER.
Form 990, Part VI, Section A, Line 6FEDERATION MEMBERS CORPORATION -DELAWARE NOT-FOR-PROFIT CORPORATION AND SOLE MEMBER OF THE CORPORATION. "CORPORATION" MEANS THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. FORMERLY KNOWN AS UNITED JEWISH COMMUNITIES, INC., FORMERLY KNOWN AS UNITED JEWISH APPEAL, INC., THE SURVIVING CORPORATION IN THE MERGER OF UNITED JEWISH APPEAL, INC. AND COUNCIL OF JEWISH FEDERATIONS, INC. FEDERATION MEMBERS OF THE FEDERATIONS MEMBERS CORPORATION ARE U.S. FEDERATIONS AND CANADIAN FEDERATIONS.
Form 990, Part VI, Section A, Line 7aTHROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. THE DELEGATE ASSEMBLY 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 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 11bTHE 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 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORETHE FORM 990 IS FILED.
Form 990, Part VI, Section B, Line 12cCONFLICT 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 Vice President 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 and JFNA's outside counsel. 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 any committee of the Board entrusted with the oversight of conflicts of interest), who will confer with JFNA's outside counsel, both of whom shall be responsible for the administration of this policy. 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; or 4. 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. 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 contravenes this policy. 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, or Chief Financial Officer, 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. 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 any committee of the Board entrusted with the oversight of conflicts of interest) who will confer with JFNA's outside counsel, both of whom shall be responsible for determining whether a possible conflict exists. REPORTING The CEO/President or the Executive Vice President shall make a report to the Audit Committee, at least annually, listing all conflicts and identifying those that were approved. PENALTY FOR NON-COMPLIANCE Failure to comply with this policy, including failure to submit in a timely fashion the statements required, will be grounds for termination.
Form 990, Part VI, Section B, Line 13WHISTLEBLOWER POLICY 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 15THE 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. THE LAST ONE WAS PERFORMED IN THE YEAR 2015. 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), THE CHAIR OF THE EXECUTIVE COMMITTEE, TREASURER PLUS TWO OTHER MEMBERS. 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.
Form 990, Part VI, Section C, Line 18THE 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 19ALL 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 THE JEWISHFEDERATIONS.ORG WEBSITE.
Form 990, Part XI, Line 9Adjustment to Minimum Pension Liabilities.
Form 990, Part XII, Line 2cTHERE 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 THEACTION 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

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JFBP LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BroadwayAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN352221732EIN
Primary ActivitiesFACILITATES THE ISSUANCE TAX EXEMPT BOND BY FED. AND THEIR AFFILIATESPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED ISRAEL APPEAL INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN131760102EIN
Primary ActivitiesADMINISTERS/SUPERVISES THE JEWISHFUNDS ALLOC FOR PHILANTHROPIC PURPOSESPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501 (C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATIONS OF NORTH AMERICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNITED ISRAEL APPEAL INC
p$564,393UIA EXPENSES PAID BY JNFA
UNITED ISRAEL APPEAL INC
b$159,859,136Grant

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part IIIDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: UNITED ISRAEL APPEAL,INC. DIRECT CONTROLLING ENTITY: THE JEWISH FEDERATIONS OF NORTH AMERICA, INC.
Schedule R, Part V, Line 1nCERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL.
Schedule R, Part V, Line 1qJFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL LIST TRANSFER OF CASH ASEXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES.