2016-11-14T16:01:16-06:00 2015-12-31 KPMG LLP 345 Park Avenue New York NY 101540102 990 2015-01-01 136110872 HADASSAH MEDICAL RELIEF ASSOCIATION % JODI WECHTER LEVY HADA 2123557900 40 WALL STREET NEW YORK NY 10005 ELLEN HERSHKIN PRESIDENT 2123557900 2016-11-10 true PHILLIP GROFF P01247783 2127589700 2016-11-10 2015 2017-02-10 21:41:12Z JANICE WEINMAN CEO 40 WALL STREET NEW YORK NY 10005 249921962 false X WWW.HADASSAH.ORG X 1925 NY IN ISRAEL, WE SUPPORT HEALTHCARE, EDUCATION, YOUTH PROGRAMS AND LAND DEVELOPMENT. IN THE US, WE ENHANCE THE QUALITY OF AMERICAN AND JEWISH LIFE. 13 13 0 13 3945979 3207810 70552413 62384349 0 0 24802132 16280196 83439 -8537 95437984 78656008 82679761 83983885 0 0 8798780 11031345 98533 248084 10126898 10615721 12361029 102192795 107624343 -6754811 -28968335 583377289 534497951 264559000 130395137 318818289 404102814 X SEE SCHEDULE O false false 45810939 43720292 0 MEDICAL PROGRAMS - SEE SCHEDULE O 646167 635067 0 EDUCATIONAL PROGRAMS - SEE SCHEDULE O 39773783 39628526 0 YOUTH PROGRAMS - SEE SCHEDULE O 86230889 true true false true false false false true false true true true false true true true false true false false true true false true true false false true false true false false false false false false false false true false false false false true true true false false true 0 0 0 true true true CJ FR GM IS SZ false false false true true false false false false X 13 13 false false false false true true true true true false false true true true true true true true true false CA FL KY MI NJ PA TN VA WA X X JODI WECHTER LEVY 2123557900 40 WALL STREET NEW YORK NY 10005 X MINDY BLOOM VICE PRESIDENT 2.0 11.0 X X 0 0 0 LISA DAVIDSON VICE PRESIDENT 2.0 12.0 X X 0 0 0 NANCY FALCHUK BOARD MEMBER 2.0 21.0 X 0 0 0 KATHY HERSHFIELD VICE PRESIDENT 2.0 11.0 X X 0 0 0 MARCIA GABRILOVE LADIN Vice President 2.0 11.0 X X 0 0 0 BONNIE LIPTON BOARD MEMBER 2.0 21.0 X 0 0 0 MARCIE NATAN PRESIDENT 4.0 34.0 X X 0 0 0 FRIEDA ROSENBERG VICE PRESIDENT 2.0 24.0 X X 0 0 0 CAROL ROSENTHAL VICE PRESIDENT 2.0 12.0 X X 0 0 0 RONI SCHWARTZ National Treasurer 4.0 34.0 X X 0 0 0 JUDY SHERECK SECRETARY 3.0 34.0 X X 0 0 0 KACY SPIVAK VICE PRESIDENT/Treasurer 2.0 21.0 X X 0 0 0 LAURIE WERNER VICE PRESIDENT 2.0 11.0 X X 0 0 0 RICHARD ANNIS CHIEF FINANCIAL OFFICER 31.0 9.0 X 324490 100179 61715 JANICE WEINMAN CHIEF EXECUTIVE OFFICER 31.0 9.0 X 325722 100560 61139 SHERYL ZELIGSON GENERAL COUNSEL 31.0 9.0 X 287450 88745 61900 GALIT S BRICHTA DEVELOPMENT 39.0 1.0 X 222903 766 68079 LORI B LASSON PLANNED GIVING 39.0 1.0 X 221162 760 74597 DAVID PASTERNACK DEVELOPMENT 39.0 1.0 X 328945 1131 75496 JODI WECHTER-LEVY FINANCE DIRECTOR 31.0 9.0 X 155074 47875 40667 1865746 340016 443593 7 false true false TAFNIT WIND LTD PO BOX 3381 JERUSALEM 0 IS CONSULTANT 1634220 LAUTMAN MASKA NEILL CO 1730 Rhode Island Ave Northwest St WASHINGTON DC 20036 CONSULTANT 603400 OFFIT CAPITAL ADVISORS LLC 495 LEXINGTON AVE 24FL NEW YORK NY 10017 INVEST. CONSULTANTS 594964 BLACKBAUD PO Box 930256 ATLANTA GA 31193 CONSULTANT 408413 YEHUDA RAVEH CO 26 USHIKIN STREET PO BOX 7722 IS LEGAL 354889 15 398547 802315 61183487 1599745 62384349 0 2668215 60867 2607348 0 39722 39722 0 0 0 184793471 171181490 13611981 13611981 3885112 9726869 27670 398547 84464 -56794 -56794 0 0 CATALOG SALES 453220 165 165 OTHER REVENUE 900099 8370 8370 8535 78656008 3945979 12325680 38665089 38665089 0 45318796 45318796 0 976450 976450 0 7389319 2799502 4589817 576128 251340 324788 1479336 692251 787085 610112 300697 309415 1892837 1616645 252160 24032 980515 343944 316878 319693 338925 31650 307275 28121 28121 248084 248084 1359276 1359276 248500 176546 71954 0 1768397 21397 604596 1142404 0 0 1649449 748502 900947 754989 195405 256803 302781 0 299431 539 143863 155029 0 0 621696 273806 347890 416619 180681 235938 PROGRAM DEVELOPMENT 24118 24118 UBIT TAXES 952546 952546 PUBLIC RELATIONS 818510 1000 603858 213652 OVERHEAD ALLOCATION -156634 -156634 363734 36424 173921 153389 107624343 86230889 11266556 10126898 0 0 22669007 625408 35197407 32533918 245142 140679 0 0 0 0 0 0 0 0 0 165291 125745 48556 80414 77189 260557224 188478601 229753205 274179876 0 0 0 0 34874890 38296989 583377289 534497951 76048 67615 0 0 0 0 0 0 0 0 0 0 0 0 0 0 264482952 130327522 264559000 130395137 X 65411840 155174981 143305526 136415536 110100923 112512297 318818289 404102814 583377289 534497951 X -28968335 -26411000 138750901 1912959 X false true X true true true X 92591165 92568818 78461845 76841858 63422981 403886667 0 0 92591165 92568818 78461845 76841858 63422981 403886667 0 403886667 5511290 6839130 9197189 6418244 2735607 30701460 0 0 208 29509 13967 10640 8535 62859 434650986 0 0.92922 0.92273 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false false false false false false true 28121 false false 28121 false false SCHEDULE C, PART II-B THE CORMAC GROUP WORKS ON ISSUES FOR HADASSAH RELATING TO THE ANNUAL GRANTS IT RECEIVES FROM U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT ("AID"), INCLUDING THE AMERICAN SCHOOLS AND HOSPITALS ABROAD AND OCEAN FREIGHT PROGRAMS. CORMAC GROUP ACTIVITIES FOR HADASSAH INCLUDE ENSURING BOTH PROGRAMS ARE FUNDED BY AID AND CONGRESS AS WELL AS ARRANGING MEETINGS IN WASHINGTON FOR HADASSAH OFFICIALS. 44800 X X false false 151720602 2411374 -3102545 1327189 149702242 143398000 1873497 8558636 3071699 150758434 130351350 1077578 17543784 5574712 143398000 122036478 459805 8928151 1073084 130351350 122714504 1306469 -815098 1169397 122036478 0.00600 0.75160 0.24240 false false 125745 48556 77189 77189 ALTERNATIVE INVESTMENTS 274179876 F 274179876 DEFERRED GIVING ARRANGEMENTS 31127196 DUE FROM AFFILIATES 7169793 38296989 0 RELATED PARTIES 80794474 GIVING ARRANGEMENTS 49533048 130327522 X SCHEDULE D, PART III, LINE 4 HADASSAH MEDICAL RELIEF ASSOCIATION, INC'S WORKS OF ART REFLECT THE MISSION AND SPIRIT OF THE ORGANIZATION. TWO TAPESTRIES ARE DISPLAYED AT THE HADASSAH ACADEMIC COLLEGE IN JERUSALEM, ISRAEL WHERE THE COLLEGE COMMUNITY CONGREGATES. THE OTHER WORKS OF ART REMAIN AT THE HWZOA/HMRA HEADQUARTERS IN NEW YORK. ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 Hadassah Medical Relief Association Inc.s (HMRA) endowment funds represented in Schedule D, Part V are comprised of Permanently Restricted, Temporarily Restricted and Board Designated Net Assets. The Permanently Restricted Net Assets are subject to donor-imposed restrictions, which stipulate that the principal be maintained permanently but permit HMRA to expend part or all of the income and gains derived therefrom. The income and gains are Temporarily Restricted Net Assets. Board Designated Net Assets are Unrestricted Net Assets subject to self-imposed limits by action of the governing board. These funds will be used to enhance HMRAs mission which is to support Healthcare, Education, Youth Programs and the quality of American and Jewish life in the United States and Israel. UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX PROVISIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. TAXES ON DISALLOWED EXPENSES AND VALUE ADDED TAX PAID WERE INCLUDED IN THE SECTIONS OF THE EXPENSES ON WHICH THE TAX WAS IMPOSED. AS OF DECEMBER 31, 2015 and 2014, THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR ANY UNRELATED INCOME TAX LIABILITY WHICH WOULD HAVE A MATERIAL IMPACT UPON ITS CONSOLIDATED FINANCIAL STATEMENTS. true Middle East and North Africa Grantmaking 45318796 Central America and the Caribbean Investments 56725664 Middle East and North Africa Program Services Healthcare & Education 122702 Middle East and North Africa Investments 31293 102198455 102198455 Middle East and North Africa MEDICAL PROGRAMS 42847367 WIRE TFR Middle East and North Africa YOUTH PROG 1003437 WIRE TFR Middle East and North Africa MEDICAL PROGRAM 872925 WIRE TFR Middle East and North Africa Educational 538067 WIRE TFR Middle East and North Africa GENERAL 50000 WIRE TFR Middle East and North Africa Youth Prog 7000 WIRE TFR 6 true false true true true false SCHEDULE F, PART I, LINE 2 ALL GRANTEES ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION ON THE USE OF THE FUNDS AND ANNUAL FINANCIAL STATEMENTS. THERE IS ONGOING COMMUNICATION BETWEEN ALL GRANTEES AND MANAGEMENT INCLUDING PERIODIC SITE VISITS. GRANTS ARE AWARDED AFTER BOARD APPROVAL. CRITERIA INCLUDE OVERALL FIT INTO HADASSAH MISSION AND AVAILABLE RESOURCES. SCHEDULE F, PART I, LINE 3 ACCORDING TO THE IRS' TIPS AND FAQS OF REPORTING OF CERTAIN ACTIVITIES OUTSIDE OF THE UNITED STATES THE ORGANIZATION MAY USE THE METHOD IT USED FOR ITS FINANCIAL STATEMENTS TO REPORT EXPENDITURES FOR SCHEDULE F, PART I, COLUMN (F). THE ORGANIZATION'S CURRENT ACCOUNTING PROCEDURES DO NOT SEPARATELY TRACK ALL EXPENDITURES AND SUCH EXPENDITURES ARE THEREFORE NOT REQUIRED TO BE INCLUDED IN PART I, COLUMN (F). X X true LAUTMAN MASKA NEIL CO 1730 RHODE ISLAND AVE SUITE 301 WASHINGTON DC 20036 Consulting false 2467863 136715 2331148 MARTSLUNDY 1200 WALL ST 5TH FLOOR LYNDHURST NJ 07071 Consulting false 0 58273 -58273 DONOR SERVICES GROUP LLC 6715 SUNSET BLVD LOS ANGELES CA 90028 CONSULTING false 107543 53096 54447 2575406 248084 2327322 CA FL KY MI NJ PA TN VA WA MAJ DONOR RECEP 212076 201830 10246 38840 SO. FL. EVENT 205974 191070 14904 40145 1 8167 5647 2520 5479 426217 398547 27670 84464 84464 -56794 true Hadassah The Women's Zionist Org of America 40 Wall Street New York NY 10005 131656651 501(C)(3) 38170584 GENERAL SUPPORT YOUNG JUDEA GLOBAL 575 8th Ave 11th Floor New York NY 10018 452640858 501(c)(3) 331255 Youth Programs Brandeis University 415 South Street Waltham MA 02454 042103552 501(c)(3) 97000 Educational Programs Camp Midwest 4711 Gold Road Suite 600 Skokie IL 60076 391672846 501(c)(3) 35350 YOUTH PROGRAMS Camp Young Judea Hendersonville 48 Camp Judea Hendersonville NC 28792 586014651 501(c)(3) 28900 Youth Programs 5 SCHEDULE I, PART I, LINE 2 ALL GRANTEES ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION ON THE USE OF THE FUNDS AND ANNUAL FINANCIAL STATEMENTS. THERE IS ONGOING COMMUNICATION BETWEEN ALL GRANTEES AND MANAGEMENT INCLUDING PERIODIC SITE VISITS. GRANTS ARE AWARDED AFTER BOARD APPROVAL. CRITERIA INCLUDE OVERALL FIT INTO HADASSAH MISSION AND AVAILABLE RESOURCES. false false false false false false false false false RICHARD ANNIS CHIEF FINANCIAL OFFICER 322209 99475 0 0 2281 704 21261 6564 26364 7859 372115 114602 0 0 GALIT S BRICHTA DEVELOPMENT 222348 764 0 0 555 2 23714 82 45671 157 292288 1005 0 0 LORI B LASSON PLANNED GIVING 219656 755 0 0 1506 5 24313 84 51568 177 297043 1021 0 0 DAVID PASTERNACK DEVELOPMENT 327076 1125 0 0 1869 6 27618 95 49071 169 405634 1395 0 0 JODI WECHTER-LEVY FINANCE DIRECTOR 154535 47709 0 0 539 166 16676 5148 15406 4756 187156 57779 0 0 JANICE WEINMAN CHIEF EXECUTIVE OFFICER 318856 98440 0 0 6866 2120 21261 6564 25455 7859 372438 114983 0 0 SHERYL ZELIGSON GENERAL COUNSEL 286684 88508 0 0 766 237 21261 6564 27095 8365 335806 103674 0 0 ADDITIONAL DISCLOSURE SCHEDULE J PART II COLUMN C CONSISTS ONLY OF CONTRIBUTIONS TO COMPANY RETIREMENT PLANS. PART II COLUMN D INCLUDES NOT ONLY EMPLOYER PROVIDED BENEFITS, BUT ALSO EMPLOYEE CONTRIBUTIONS FOR HEALTH INSURANCE, MEDICAL AND/OR CHILDCARE FLEXIBLE SPENDING ACCOUNTS, QUALIFIED TRANSPORTATION FRINGE BENEFITS, AND RETIREMENT PLANS. compensation SCHEDULE J OFFICERS AND KEY EMPLOYEES' SALARIES AND RELATED BENEFITS ARE PAID BY HADASSAH MEDICAL RELIEF ASSOCIATION, INC.'S RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA, EIN: 13-1656651]. THE HWZOA'S CURRENT ACCOUNTING PROCEDURES DO NOT SEPARATELY TRACK SUCH EXPENDITURES FOR EACH ORGANIZATION. HOWEVER, FOR PURPOSES OF PART VII AND SCHEDULE J, SALARIES ARE ALLOCATED BETWEEN HWZOA AND HMRA IN A MANNER CONSISTENT WITH THE ALLOCATION OF THE EXPENSES BETWEEN THE TWO ORGANIZATIONS. HMRA RELIES ON HWZOA FOR ESTABLISHING COMPENSATION OF THE TOP MANAGEMENT OFFICIAL THROUGH THE USE OF AN INDEPENDENT COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 341 1599745 FMV false true false Schedule M, Part I, Column (b) The number of contributions is reported. GENERAL EXPLANATION ATTACHMENT SEE RELATED ENTITY'S FORM 990 - HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA [HWZOA]. THERE IS AN OVERHEAD ALLOCATION OF EXPENSES, INCLUDING SALARIES AND RELATED EMPLOYEE BENEFITS, ALL OF WHICH IS PAID BY HADASSAH MEDICAL RELIEF ASSOCIATION, INC.'S RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA] [EIN: 13-1656651]. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 HADASSAH MEDICAL RELIEF ASSOCIATION, INC. ("HMRA") IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. HMRA SUPPORTS THE HADASSAH MEDICAL ORGANIZATION ("HMO"), YOUTH AND EDUCATIONAL INSTITUTIONS AND PROGRAMS OF REFORESTATION IN ISRAEL. IN THE U.S., HMRA PROMOTED WOMEN'S HEALTH EDUCATION, COMMUNITY VOLUNTEERISM, SOCIAL ACTION, JEWISH EDUCATION AND THE YOUNG JUDAEA YOUTH MOVEMENT. FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS LINE 4A: HADASSAH MEDICAL ORGANIZATION HAS BUILT BRIDGES TO PEACE THROUGH MEDICINE SINCE ITS BEGINNING IN 1921. HMO'S TWO HOSPITALS --ONE IN EIN KEREM AND ONE IN MT. SCOPUS, JERUSALEM --SERVE THE LARGEST POPULATION GROUP IN ISRAEL. THEY TREAT ONE MILLION PATIENTS A YEAR, WITHOUT REGARD TO RACE, RELIGION OR NATIONALITY. THE SARAH WETSMAN DAVIDSON HOSPITAL TOWER IN EIN KEREM, DEDICATED IN 2012, IS HOME TO STATE-OF-THE-ART PATIENT ROOMS, OPERATING THEATERS, AND TRAUMA SERVICES. FIVE BELOW-GROUND FLOORS, HOUSING THE SURGICAL CENTER, ARE FORTIFIED AGAINST CHEMICAL, BIOLOGICAL AND TRADITIONAL WEAPONS. THEY CAN BE CONVERTED INTO A SELF-SUFFICIENT HOSPITAL IN CASE OF ATTACK OR NATURAL DISASTER. MEDICAL PERSONNEL FROM AROUND THE WORLD COME TO HMO AND TO HADASSAH-HEBREW UNIVERSITY MEDICAL SCHOOL TO WATCH AND LEARN ABOUT EXTRAORDINARY PATIENT CARE IN VIRTUALLY EVERY MEDICAL FIELD. HMO IS RENOWNED FOR ITS RESEARCH; IT RECEIVES MORE THAN 50 PERCENT OF ISRAEL'S MEDICAL RESEARCH BUDGET, PERFORMS HALF OF ALL HOSPITAL RESEARCH IN ISRAEL, AND RECEIVES 60 PERCENT OF NATIONAL SCIENCE AWARDS GIVEN IN ISRAEL. SOME OF HMO'S LEADING PHYSICIANS VISIT CITIES AROUND THE US, CONVERSING WITH MAJOR DONORS, POTENTIAL CONTRIBUTORS AND MEMBERS ABOUT THE CUTTING-EDGE RESEARCH AND PATIENT CARE HAPPENING AT HMO. THE EVENTS RANGE FROM ONE-ON-ONE MEETINGS TO INTIMATE INFORMAL BREAKFASTS TO BLACK-TIE GALAS. WE CONTINUE OUR EFFORTS TO FULLY EQUIP AND FURNISH THE 19-STORY TOWER, AND ESPECIALLY TO COMPLETE THE TOWER'S 20 ULTRA-MODERN OPERATING ROOMS AND THE ACCOMPANYING SURGICAL INTENSIVE CARE UNITS. THROUGH THEIR ACTIVE SUPPORT OF HADASSAH MEDICAL ORGANIZATION, THE MEN AND WOMEN OF HADASSAH INTERNATIONAL --REPRESENTING ALL FAITHS AND NATIONALITIES --CREATE A WORLDWIDE NETWORK FOR HEALING. WITH EXTRAORDINARY PHILANTHROPISTS, DAZZLING SPECIAL EVENTS, AND CREATIVE PARTNERSHIPS, HADASSAH INTERNATIONAL CONTINUES TO PLAY A KEY ROLE IN SUPPORTING HMO AND COMPLETING THE BUILDING THE SARAH WETSMAN DAVIDSON HOSPITAL TOWER. LINE 4B: SCHOLARSHIP: HMRA enhances Israel's economy by providing scholarships to educate the next generation of Israel's skilled professionals at the Hadassah Academic College. LINE 4C: YOUTH AND EDUCATION: HMRA supported Youth Aliyah villages that provide a safety net of services-food, shelter, education and love-to immigrants and at-risk Israeli children from poor or abusive homes in Israel. With guidance, nurturing and first-rate instruction, students learn the skills they need to succeed in modern-day Israel. Nearly 90 percent of the graduates join the IDF. Young Judaea, the premier Zionist youth movement, develops the next generation of vibrant Jewish leaders through programs for young men and women, ages 7-35, including summer camps in the US for children and teens, and a variety of programs in Israel for teens and young adults. Hadassah supports Young Judaea with funding and scholarships that enable participation by more children and teens. After 70+ years as part of Hadassah, Young Judaea Global, Inc. is now responsible for Young Judaea programs. Hadassah selects two extraordinary young women, currently in their sophomore or junior year of high school, to receive the merit-based Hadassah & Young Judaea Leaders of Tomorrow Award. Recipients are awarded full tuition to attend a life-changing, four-week Young Judaea summer program in Israel. MEMBERS FORM 990, PART VI, LINES 6, 7A AND 7B HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. ("HWZOA") IS A VOLUNTEER AND A MEMBERSHIP WOMEN'S ORGANIZATION, WHOSE MEMBERS ARE MOTIVATED AND INSPIRED TO STRENGTHEN THEIR PARTNERSHIP WITH ISRAEL, ENSURE JEWISH CONTINUITY, AND REALIZE THEIR POTENTIAL AS A DYNAMIC FORCE IN AMERICAN SOCIETY. HWZOA'S MEMBERS ELECT THE ELECTED DIRECTORS OF THE NATIONAL BOARD ANNUALLY AT THEIR NATIONAL BUSINESS MEETING WHILE OTHER DIRECTORS SERVE BY VIRTUE OF THEIR POSITION IN THE ORGANIZATION. THE MEMBERSHIP OF HADASSAH MEDICAL RELIEF ASSOCIATION, INC. ("HMRA") CONSISTS OF THE NATIONAL BOARD OF HWZOA. THE EXECUTIVE COMMITTEE OF HWZOA ALSO SERVES AS THE BOARD OF DIRECTORS OF HMRA. 990 REVIEW POLICY FORM 990, PART VI, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY HWZOA AND IN CONSULTATION WITH HWZOA'S STAFF. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN CAREFULLY REVIEWED BY HWZOA. A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH OF THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. THE FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND IS ALSO ON HADASSAH'S WEBSITE. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL NATIONAL BOARD MEMBERS AND ALL NATIONAL STAFF WHO ARE CURRENTLY SERVING THE ORGANIZATION. WHEN A CONFLICT ARISES FOR ANY NATIONAL BOARD MEMBER, THAT NATIONAL BOARD MEMBER SHALL REPORT IT IN WRITING TO THE CHAIR OF THE ETHICS COMMITTEE. WHEN A CONFLICT OF INTEREST ARISES FOR ANY NATIONAL STAFF MEMBER, THAT STAFF MEMBER SHALL REPORT IT IN WRITING TO THEIR DIRECT SUPERVISOR AND TO THE DIRECTOR OF HUMAN RESOURCES. THE POTENTIAL CONFLICT IS THEN BROUGHT TO THE CHAIR OF THE ETHICS COMMITTEE. THE ETHICS COMMITTEE REVIEWS EACH DISCLOSURE AT A MEETING CONVENED FOR THAT PURPOSE. THE INTERESTED PERSON MAY NOT VOTE ON RELATED MATTER, OR PARTICIPATE IN OR BE PRESENT AT THE DISCUSSION. COMPENSATION FORM 990, PART VI, LINE 15A AND 15B HADASSAH MEDICAL RELIEF ASSOCIATION, INC. HAS NO EMPLOYEES. INSTEAD, SERVICES ARE PERFORMED ON ITS BEHALF BY ITS RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA, EIN: 13-1656651]. FOR PURPOSES OF PART VII AND SCHEDULE J, SALARIES ARE ALLOCATED BETWEEN HWZOA AND HMRA IN A MANNER CONSISTENT WITH THE ALLOCATION OF THE EXPENSES BETWEEN THE TWO ORGANIZATIONS. WHEN A NEW OFFICER OR KEY EMPLOYEE IS HIRED, HWZOA CONDUCTS A REVIEW OF VARIOUS COMPARABILITY DATA FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, WITH THE ASSISTANCE OF OUTSIDE COUNSEL AND THE SEARCH FIRM. THE ORGANIZATION SETS COMPENSATION WITHIN THE RANGE OF THE GOING MARKET RATE. THE COMPENSATION AMOUNT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. NO INDIVIDUAL HAVING A CONFLICT OF INTEREST IS PERMITTED TO PARTICIPATE IN THE REVIEW OR DECISION. THESE PROCEDURES ARE DOCUMENTED CONTEMPORANEOUSLY. IN SUBSEQUENT YEARS, AN INDIVIDUAL MAY RECEIVE A SALARY INCREASE AS APPROVED BY THE COMPENSATION COMMITTEE. BONUSES ARE GENERALLY NOT AWARDED. GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 8 From 2004 to 2012, the organization recorded a top-sided entry on the Form 990 to charge off 92% of fundraising expenses and 50% of management and general expenses from HWZOA's Form 990 to HMRA's Form 990. This was done so that each individual Form 990 would be more informative to the reader. In 2013, the organization stopped recording this transaction as a top-sided entry but rather booked it as a hard entry on the books of HWZOA and HMRA. In addition, the organization picked up the cumulative effect of these top-sided entries from 2004 to 2012 on each company's books in the amount of $138,750,901. The benefit of this change is that the organization's books and tax return are now in sync. The journal entry to pick up the cumulative effect of these top-sided entries had no effect on the Form 990's or on the organization's consolidated audit report, however, it did have an effect on HWZOA's and HMRA's individual set of books. As stated above, HMRA gave HWZOA a grant each year from unrestricted net assets and by picking up this cumulative effect of the top-sided entry, HMRA reduced their unrestricted fund balance and HWZOA increased their unrestricted fund balance for a second time in the amount of $138,750,901. The organization returned these unrestricted net assets to HMRA through a Prior Period Adjustment on the CY 2015 FORMS 990. RECONCILIATION OF NET ASSETS PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES Change in value - Split Interest Agreements 3,970,182 BAD DEBT (2,057,223) ------------ Total 1,912,959 ============ HADASSAH THE WOMEN'S ZIONIST ORG 40 WALL STREET NEW YORK NY 10005 131656651 CHARITABLE NY 501(C)(3) 7 NA true THE HADASSAH FOUNDATION INC 40 WALL STREET NEW YORK NY 10005 134022483 CHARITABLE NY 501(C)(3) 11, I NA true HADASSAH INTERNATIONAL LTD 40 WALL STREET NEW YORK NY 10005 999999999 CHARITABLE BR N/A N/A NA true HADASSAH MEXICO AC Hacienda el Ciervo 7a-Jr2 5276 Huixquiluc MX 999999999 CHARITABLE MX N/A N/A NA true MEIR SHFEYAH FOR PROMOTION OF EDUCATION C/O 40 WALL STREET NEW YORK NY 10005 999999999 CHARITABLE IS N/A N/A NA true HADASSAH YOUTH SERVICES AMUTA C/O 40 WALL STREET NEW YORK NY 10005 999999999 CHARITABLE IS N/A N/A NA true HADASSAH WUJS ARAD LTD C/O 40 WALL STREET NEW YORK NY 10005 999999999 CHARITABLE IS N/A N/A NA true HADASSAH OFFICE IN ISRAEL C/O 40 WALL STREET NEW YORK NY 10005 999999999 CHARITABLE IS N/A N/A NA true HADASSAH MEDICAL ORGANIZATION KIRYAT HADASSAH PO BOX 1200 JERUSALEM IS 999999999 MEDICAL IS N/A N/A NA true CHARIT REMAINDER ANNUITY TRUST (89) INVESTMENTS NY HWZOA Trust CHARITABLE REMAINDER UNITRUSTS (14) INVESTMENTS NY HWZOA Trust POOLED INCOME FUND (8) INVESTMENTS NY HWZOA Trust false true false false false false false false false false false true true true true false false true HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA m 19135198 COST HADASSAH INTERNATIONAL LTD b 872925 COST HADASSAH MEDICAL ORGANIZATION b 42847367 COST HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA b 38170584 COST