2018-08-13T10:48:37-05:00 2017-09-30 430765316 RubinBrown LLP 1200 Main Street Suite 1000 Kansas City MO 64105 990 2016-10-01 440545913 Jewish Federation of Greater Kansas City JEWI 9133278100 5801 West 115th Street No 201 Overland Park KS 66211 DR HELENE LOTMAN PRESIDENT & CEO 9133278100 2018-08-10 1 Kimberly A Ryan P00829977 8164721122 2016 2022-09-23 18:48:47Z DR HELENE LOTMAN 5801 W 115th ST STE 201 Overland Park KS 66211 9226020 0 X jewishkansascity.org X 1933 KS THE JEWISH FEDERATION OF GREATER KANSAS CITY'S MISSION IS TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD. 24 24 51 150 0 0 7596256 7876212 237735 129201 -44345 153474 -45148 -78465 7744498 8080422 3952902 4456551 0 0 1844206 1771540 0 0 537965 1224822 1063532 7021930 7291623 722568 788799 25670790 28951617 2579891 2669614 23090899 26282003 X The Jewish Federation of Greater Kansas City's mission is to sustain and enhance Jewish life at home and around the world. To achieve our mission we work with the Kansas City community to raise funds for programs in five categories - safety net services, youth and family services, senior adult services, Jewish identity & education and Israel & overseas. 0 0 4456551 4456551 Grants to IRS approved charities 532043 The Federation's Community Relations Agency, JCRB/AJC, advocates and educates to eliminate injustice and discrimination regarding Israel here at home and throughout the world. The JCRB/AJC works to build and nurture bridges with other faiths and minority groups, ethnic communities, government officials, the media and the civic community. 1153886 215357 Leadership Development and other engagement programs which benefit the local Jewish Community and strengthen ties with Israel, and the greater Jewish and general community. 6142480 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 1 51 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARY STRATMAN 9133278100 5801 W 115TH ST STE 201 OVERLAND PARK KS 66211 MR MICHAEL ABRAMS DIRECTOR 1.00 X 0 0 0 MRS STACEY L BELZER diRECTOR 1.00 X 0 0 0 MRS SARAH Z BEREN VICE CHAIR OF CAMPAIGN 2016 2.00 X X 0 0 0 MR JERRY BERNARD DIRECTOR 1.00 X 0 0 0 MRS LISA BERNARD WOMEN'S PHIL PRESIDENT 2.00 X X 0 0 0 MR WILLIAM CARR DIRECTOR 1.00 X 0 0 0 MR JERRY ENSLEIN VICE CHAIR - I & O 2.00 X X 0 0 0 MR SETH FREIDEN VICE CHAIR AT-LARGE 2.00 X X 0 0 0 MS Michelle Goldsmith DIRECTOR 1.00 X 0 0 0 MR MARK HAMMER DIRECTOR 1.00 X 0 0 0 MR PAUL R HIMMELSTEIN TREASURER 6.00 X X 0 0 0 MRS LIZ HJALMARSON VICE CHAIR - ALLOCATIONS 2.00 X X 0 0 0 MR JOHN ISENBERG CHAIR 20.00 X X 0 0 0 MRS Trudy L Jacobson VICE CHAIR OF CAMPAIGN 2017 2.00 X X 0 0 0 MRS BETH K LISS DIRECTOR 1.00 X 0 0 0 MR Peter D Loftspring DIRECTOR 1.00 X 0 0 0 MS aMANDA k MORGAN SECRETARY 2.00 X X 0 0 0 MRS KAREN D PACK DIRECTOR 1.00 X 0 0 0 MRS SANDY PASSER DIRECTOR 1.00 X 0 0 0 DR DANIEL L SCHARF DIRECTOR 1.00 X 0 0 0 MRS AMY SHAPIRO WOMEN'S CAMPAIGN CHAIR 2.00 X X 0 0 0 MR LARrY SILVER DIRECTOR 1.00 X 0 0 0 MRS PATRICIA W UHLMANN IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 MR HOWARD WEINER DIRECTOR 1.00 X 0 0 0 MARVIN SZNELER JCRB EXECUTIVE DIRECTOR 40.00 X 107142 0 15831 MARK SHUSTER CHIEF FINANCIAL OFFICER 30.00 10.00 X 97330 0 15561 Dr Helene Lotman President and CEO 40.00 X 173807 0 16980 TODD STETTNER EXECUTIVE VP AND CEO THRU 5/31/16 40.00 X 110036 0 13160 ALAN EDELMAN ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 116771 0 4673 605086 0 66205 4 0 1 0 0 403935 7472277 7876212 Other Programs 900099 129201 129201 129201 80822 80822 1011404 938752 72652 72652 72652 42225 403935 206846 -164621 -164621 Administrative Fees 900099 86156 86156 86156 8080422 215357 0 -11147 4456551 4456551 626110 336581 201991 87538 946836 540449 79264 327123 17044 8656 2782 5606 75317 38885 12083 24349 106233 55688 23523 27022 26940 22238 4702 158458 158458 105604 83928 17744 3932 26504 23206 1342 1956 29608 25231 3152 1225 81873 24974 46273 10626 129917 92658 30043 7216 310465 282748 9479 18238 30936 6187 13921 10828 10334 7371 2389 574 Missions 62478 53140 9338 Dues and Subscriptions 43677 40872 2519 286 MISCELLANEOUS 23876 22194 1284 398 telephone 11546 11631 -982 897 11316 9292 1211 813 7291623 6142480 611178 537965 1880230 2216477 10214 4783 2807590 4026489 115522 152000 41738 102634 506216 423582 84240 82634 495357 502719 20235899 21863881 25670790 28951617 144185 316892 2346106 2303932 89600 48790 2579891 2669614 X 3066270 4097745 6172808 7267247 13851821 14917011 23090899 26282003 25670790 28951617 788799 2402305 0 X 0 1 X 1 0 X 5085336 6754277 6696288 7596256 7876212 34008369 5085336 6754277 6696288 7596256 7876212 34008369 5337962 28670407 454337 438426 425769 244286 80822 1643640 205705 224461 209594 134483 128381 902624 36554633 0.78430 0.80600 X PART II, SECTION B, LINE 10(E) 2016 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $86,156 AND FUNDRAISING REVENUE OF $42,225. PART II, SECTION B, LINE 10(d) 2015 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $98,033 AND FUNDRAISING REVENUE OF $36,450. PART II, SECTION B, LINE 10(c) 2014 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $172,470 AND FUNDRAISING REVENUE OF $36,825 . PART II, SECTION B, LINE 10(B) 2013 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $186,061 AND FUNDRAISING REVENUE OF $38,400. PART II, SECTION B, LINE 10(a) 2012 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $172,831 AND FUNDRAISING REVENUE OF $32,874. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14105892 5666 1796861 735407 15173012 13577973 7413 1188269 667763 14105892 14870357 417183 -980368 729199 13577973 14445827 305858 880766 762094 14870357 13428322 105000 1584392 671887 14445827 0.98310 0.01690 0 1 1 323309 253905 69404 182907 169677 13230 82634 INVESTMENTS HELD IN CUSTODY 4590612 F BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 17273269 F 21863881 10531115 2402305 206846 2609151 7921964 158458 158458 8080422 7340011 206846 206846 7133165 158458 158458 7291623 Part V, Line 4: ALL FEDERATION BOARD DESIGNATED FUNDS ARE HELD FOR THE DISCRETIONARY USE OF THE FEDERATION BOARD, WITHIN THE SCOPE OF THE FEDERATION'S MISSION. TERM ENDOWMENT FUNDS ARE HELD FOR THE SPECIFIC PURPOSE SET BY THE DONOR, AND EITHER SUPPORT A SPECIFIC PROGRAM OF THE FEDERATION, OR THE ANNUAL GIVING CAMPAIGN, WHICH SUPPORTS THE MISSION OF THE FEDERATION. ALL PERMANENT ENDOWMENT FUNDS ARE RESTRICTED TO SUPPORT THE FEDERATION, OR SPECIFICALLY, THE ANNUAL GIVING CAMPAIGN OF THE FEDERATION. Part XI, Line 2d - Other Adjustments: DIRECT FUNDRAISING EXPENSES 206,846. Part XII, Line 2d - Other Adjustments: DIRECT FUNDRAISING EXPENSES 206,846. JCRB/AJC Dinner 446160 403935 42225 73807 133039 446160 403935 42225 73807 133039 206846 -164621 1 AMERICAN JEWISH COMMITTEE 711 THIRD AVE NEW YORK NY 10017 135563393 501(C)3 41171 SUPPORTING TOLERANCE AND HUMAN RIGHTS AROUND THE WORLD BNAI BIRTH YOUTH ORGANIZATION 2020 K STREET NW WASHINGTON DC 20006 311794932 501(C)3 56000 GRANT FOR LOCAL JEWISH TEEN BBYO PROGRAMS CAMP HERZL 7204 W 27TH STREET ST LOUIS PARK MN 55426 416009136 501(C)3 14450 SUMMER CAMP SCHOLARSHIPS FOR YOUTH CONGREGATION BETH SHALOM 14200 LAMAR AVE OVERLAND PARK KS 66223 440545988 501(C)3 24023 SPECIAL NEEDS CHILDREN, DAY SCHOOL SUPPORT HYMAN BRAND HEBREW ACADEMY 5801 W 115TH STREET STE102 OVERLAND PARK KS 66211 486125262 501(C)3 467000 TUITION ASSISTANCE AND SPECIAL NEEDS PROGRAMS JEWISH COMMUNITY CENTER 5801 W 115TH STREET STE101 OVERLAND PARK KS 66211 440545992 501(C)3 504170 SPECIAL NEEDS CHILDREN & CHILD CARE PROGRAMS JEWISH FAMILY SERVICES 5801 W 115TH STREET STE103 OVERLAND PARK KS 66211 440545829 501(C)3 630429 COUNSELING, ELDERLY AND LOCAL EMERGENCY FAMILY FUNDING JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)3 1570169 COLLECTIVE NATIONAL AND OVERSEAS SUPPORT JEWISH VOCATIONAL SERVICES 1608 BALTIMORE KANSAS CITY MO 64108 440545994 501(C)3 102595 CAREER MANAGEMENT SERVICES PROGRAMS MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH STREET STE106 OVERLAND PARK KS 66211 481127376 501(C)3 40000 TEACHER EDUCATION & SCHOOL OUTREACH RABBINICAL ASSOCIATION 5801 W 115TH STREET STE103 OVERLAND PARK KS 66211 760710693 501(C)3 21570 ADMINISTRATOR POSITION FUNDING UNIVERSITY OF KANSAS-HILLEL 722 NEW HAMPSHIRE LAWRENCE KS 66044 480547734 501(C)3 145980 STUDENT ENGAGEMENT AND LEADERSHIP DEVELOPMENT VAAD HAKASHRUTH OF KANSAS CITY 5801 W 115TH STREET STE201 OVERLAND PARK KS 66211 742808245 501(C)3 10000 ADMINISTRATIVE PROGRAM SUPPORT VILLAGE SHALOM 5500 W 123RD OVERLAND PARK KS 66209 481199065 501(C)3 200000 INDIGENT ELDERLY FINANCIAL ASSISTANCE CAMP RAMAH 65 EAST WACKER PLACE STE 1200 CHICAGO IL 60601 136161110 501(C)3 9425 SUMMER CAMP SCHOLARSHIPS FOR YOUTH GOLDMAN UNION CAMP 9349 MOORE ROAD ZIONSVILLE IN 46077 131663143 501(C)3 9450 CAMP SCHOLARSHIPS AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE NEW YORK NY 10017 135563393 501(C)3 10000 BULGARIA & ROMANIA CHILDREN & ELDERLY PROGRAMS JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017 237254561 501(C)3 15000 PROGRAM SUPPORT MOISHE HOUSE 4175 EATON ST KANSAS CITY KS 66103 262599786 501(C)3 12500 YOUNG ADULT JEWISH LIVING SOCIAL ORGANIZATION AVODAH 125 MAIDEN LANE 8B NEW YORK NY 100385041 133914342 501(C)3 5000 KANSAS CITY JUSTICE FELLOWSHIP CHABAD OF KU 1203 W 19TH STREET LAWRENCE KS 66046 431864529 501(C)3 8000 JEWISH LEARNING AND HOLIDAY PROGRAMS Camp Sabra 30750 Camp Sabra Road ROCKY MOUNT MO 65072 581384316 501(C)3 7250 SUMMER CAMP SCHOLARSHIPS FOR YOUTH CONGREGATION BETH TORAH 6100 W 127TH STREET OVERLAND PARK KS 66044 481055192 501(C)3 6750 LOCAL ORIGINAL JEWISH MUSIC Congregation B'nai Jehudah 12320 Nall Ave OVERLAND PARK KS 66209 440556868 501(C)3 7500 SABBATH MUSIC JEWISH COMMUNITY CAMPUS 5801 W 115TH STREET oVERLAND PARK KS 66211 431392330 501(C)3 292815 SECURITY COST SUPPORT Kids TLC 480 SRogers Road OLATHE KS 66062 480774593 501(C)3 5000 LEADERSHIP TOMORROW GRANT KOLLEL 6400 W 110th Street Ste 204 LEAWOOD KS 66211 202879243 501(C)3 5000 WOMEN'S LEARNING PROGRAMS NCSY - Jewish Student Union 3200 W Touhy Ave SKOKIE IL 60076 135623717 501(C)3 7500 JEWISH CULTURE CLUBS IN PUBLIC HIGH SCHOOLS OPERATION BREAKTHROUGH 3093 TROOST AVE KANSAS CITY MO 64109 430971560 501(C)3 6000 LEADERSHIP TOMMOROW GRANT Priya - Jewish Community Foundation of Greater KC 5801 West 115th Street Suite 104 OVERLAND PARK KS 66211 436049281 501(C)3 15000 SUPPORT FOR JEWISH FAMILIES STRUGGLING WITH INFERTILITY 30 Part I, Line 2: ALLOCATION (GRANT) GUIDELINES AND PRIORITIES ARE CIRCULATED TO ACCREDITED AGENCIES IN ADVANCE OF THE ANNUAL DUE DATES. STAFF REVIEWS FUNDING REQUESTS TO ENSURE THEY ARE WITHIN GUIDELINES AND BOARD PRIORITIES. THE FEDERATION ONLY FUNDS PROGRAMS WITH ACCREDITED AGENCIES THAT MEET THE FUNDING PRIORITIES SET BY THE BOARD. THERE IS NO UNRESTRICED FUNDING. THE PLANNING AND ALLOCATION COMMITTEE REVIEWS REQUESTS AND RECOMMENDS ALLOCATIONS(GRANTS). THE BOARD REVIEWS AND APPROVES. A LETTER WITH ANY STIPULATION IS SENT TO EACH AGENCY ADVISING THEM OF THE AWARD. AN ONGOING DIALOGUE WITH THE AGENCY TAKES PLACE WITH THE P&A COMMITTEE DURING THE YEAR TO MONITOR PROGRAM ACTIVITY. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Dr Helene Lotman President and CEO 173807 0 0 0 0 0 0 0 16980 0 190787 0 0 0 Part I, Line 1a TRAVEL FOR COMPANIONS - THE ORGANIZATION ALLOWS FOR REIMBURSEMENT TO THE CEO FOR A COMPANION ON ONE BUSINESS TRIP PER YEAR. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - MEMBERSHIP TO THE JEWISH COMMUNITY CENTER IS PROVIDED AS A BENEFIT TO THE CEO. Form 990, Part VI, Section A, line 6 Members include Jewish persons over the age of 18 who have completed a contribution to the annual fundraising campaign of the federation. Form 990, Part VI, Section A, line 7a Members each receive one vote to elect the Board of Directors who will hold office until the next annual meeting. Form 990, Part VI, Section B, line 11b THE FORM 990 IS COMPLETED BY THE FEDERATION'S CPA, AND REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CEO. THE FORM IS THEN REVIEWED BY THE OPERATIONS AND FINANCE COMMITTEE, AND BY THE FULL BOARD BEFORE FILING. Form 990, Part VI, Section B, line 12c At the first board meeting of each new term, officers, directors and key employees are provided an explanation of the conflict of interest policy contained in the by-laws, and are required to complete a conflict of interest disclosure form. at meetings where policies are set, members verbally share if there is a conflict and they are not permitted to vote on any decision thaT they may benefit from, or participate in a decision relative to any organization that they have a business interest in. Form 990, Part VI, Section B, line 15a The President & CEO works under an employment agreement that stipulates annual performance evaluations be conducted by the Board Chair and designated board members. Annual compensation is set based upon successful performance regarding deliverables as developed under the agreement. Form 990, Part VI, Section C, line 19 FINANCIAL STATEMENTS AND TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AND ARE AVAILABLE AT OUR WEBSITE, WWW.JEWISHKANSASCITY.ORG. GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. JEWISH COMMUNITY FOUNDATION OF GREATER KC 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 436049281 CHARITABLE ORGANIZATION KS 501(c)(3) Line 7 0 JEWISH COMMUNITY CAMPUS OF GREATER KC 5801 W 115TH STREET SUITE 100 OVERLAND PARK KS 66211 431392330 CHARITABLE ORGANIZATION KS 501(c)(3) Line 7 0 JEWISH COMMUNITY CENTER OF GREATER KC 5801 W 115TH STREET SUITE 101 OVERLAND PARK KS 66211 440545992 CHARITABLE ORGANIZATION KS 501(c)(3) Line 7 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0