2016-08-11T16:33:14-05:00 2015-09-30 430765316 RUBINBROWN LLP 10975 GRANDVIEW DR SUITE 600 OVERLAND PARK KS 66210 990 2014-10-01 440545913 JEWISH FEDERATION OF GREATER KANSAS CITY JEWI 9133278100 5801 WEST 115TH STREET NO 201 OVERLAND PARK KS 66211 MARK SHUSTER CHIEF FINANCIAL OFFICER 9133278100 2016-08-11 1 SUZANNE B KIMBROUGH P01320005 9134914144 2014 2017-02-10 21:41:12Z MARK SHUSTER 5801 W 115TH ST STE 201 OVERLAND PARK KS 66211 8497715 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. 26 26 54 150 0 0 6754277 6659463 133237 104487 1490239 1384577 47255 5680 8425008 8154207 3818892 3813125 0 0 1748318 1703902 0 0 392246 1075662 1128425 6642872 6645452 1782136 1508755 23640329 23074042 1985631 2486572 21654698 20587470 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 3813125 3813125 GRANTS TO IRS APPROVED CHARITIES 485516 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. 1186051 276957 LEADERSHIP DEVELOPMENT AND OTHER ENGAGEMENT PROGRAMS WHICH BENEFIT THE LOCAL JEWISH COMMUNITY AND STRENGTHEN TIES WITH ISRAEL, AND THE GREATER JEWISH AND GENERAL COMMUNITY. 5484692 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 1 0 0 0 0 1 0 0 0 1 44 0 1 54 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARK SHUSTER 9133278100 5801 W 115TH ST STE 201 OVERLAND PARK KS 66211 WILLIAM CARR DIRECTOR 1.00 X 0 0 0 SANDY PASSER DIRECTOR 1.00 X 0 0 0 AMANDA MORGAN VICE-PRESIDENT 2.00 X X 0 0 0 SARAH BEREN VICE-PRESIDENT 2.00 X X 0 0 0 PAUL HIMMELSTEIN DIRECTOR 1.00 X 0 0 0 SETH FREIDEN DIRECTOR 1.00 X 0 0 0 PATRICIA UHLMANN PRESIDENT 20.00 X X 0 0 0 STACEY BELZER SECRETARY 2.00 X X 0 0 0 JOHN ISENBERG DIRECTOR 2.00 X 0 0 0 BETH LISS DIRECTOR 1.00 X 0 0 0 LINDA LYON DIRECTOR 1.00 X 0 0 0 SHANNY MORGENSTERN TREASURER 6.00 X X 0 0 0 KAREN PACK DIRECTOR 1.00 X 0 0 0 BOB PALAN DIRECTOR 1.00 X 0 0 0 JOSH SOSLAND DIRECTOR 1.00 X 0 0 0 IRA STOLZER DIRECTOR 1.00 X 0 0 0 STEVE RUBEN DIRECTOR 1.00 X 0 0 0 POLLY KRAMER VICE-PRESIDENT 2.00 X X 0 0 0 TRUDY JACOBSON VICE-PRESIDENT 2.00 X X 0 0 0 DANIEL L SCHARF MD VICE-PRESIDENT 2.00 X X 0 0 0 HERB BUCHBINDER DIRECTOR 1.00 X 0 0 0 HOWARD ELLIS DIRECTOR 1.00 X 0 0 0 MICHELLE GOLDSMITH DIRECTOR 1.00 X 0 0 0 PETER LOFTSPRING DIRECTOR 1.00 X 0 0 0 JESSICA RUDNICK-KASEFF DIRECTOR 1.00 X 0 0 0 TRACY SHAFTON DIRECTOR 1.00 X 0 0 0 TODD STETTNER EXECUTIVE VICE PRESIDENT AND CEO 40.00 X 202506 0 25157 MARVIN SZNELER JCRB EXECUTIVE DIRECTOR 40.00 X 106805 0 11134 MARK SHUSTER CHIEF FINANCIAL OFFICER 30.00 10.00 X 95854 0 11023 ALAN EDELMAN ASSOCIATE EXECUTIVE DIRECT 40.00 X 115163 0 1103 520328 0 48417 3 0 1 0 0 331260 6328203 260043 6659463 OTHER PROGRAMS 900099 104487 104487 104487 425769 425769 1098701 139893 958808 958808 958808 36825 331260 203615 -166790 -166790 ADMINISTRATIVE FEES 900099 172470 172470 172470 8154207 276957 0 1217787 3813125 3813125 582678 335944 179088 67646 921230 481010 178226 261994 21107 9750 5212 6145 74757 34532 18462 21763 104130 52448 28006 23676 24700 24700 137619 137619 197399 157346 40053 13598 13136 462 41218 38990 2228 86649 10595 76054 118413 80678 37735 253553 239499 14054 31492 6299 14171 11022 11405 7771 3634 MISSIONS 124710 124710 DUES AND SUBSCRIPTIONS 33963 33421 542 MISCELLANEOUS 22942 20224 2718 TELEPHONE 17163 12909 4254 13601 12305 1296 6645452 5484692 768514 392246 1204983 1526396 10621 12243 1410910 2163929 289660 121247 106087 38335 484864 374991 34000 109873 614361 568134 19969707 18533885 23640329 23074042 225709 266700 1725636 2196622 34286 23250 1985631 2486572 X 2024559 2532209 5033264 4706165 14596875 13349096 21654698 20587470 23640329 23074042 1508755 -2575983 0 X 0 1 X 1 0 X 5178755 6008727 5085336 6754277 6696288 29723383 5178755 6008727 5085336 6754277 6696288 29723383 3218380 26505003 476601 429020 454337 438426 425769 2224153 145187 159424 205705 224461 209594 944371 32891907 0.80580 0.81600 X PART II, SECTION B, LINE 10(E) 2014 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $172,470 AND FUNDRAISING REVENUE OF $36,825. PART II, SECTION B, LINE 10(D) 2013 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $186,061 AND FUNDRAISING REVENUE OF $38,400. PART II, SECTION B, LINE 10(C) 2012 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $172,831 AND FUNDRAISING REVENUE OF $32,874. PART II, SECTION B, LINE 10(B) 2011 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $159,424. PART II, SECTION B, LINE 10(A) 2010 OTHER INCOME CONSISTS OF ADMINISTRATIVE FEES OF $145,187. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14870357 417183 -980368 729199 13577973 14445827 305858 880766 762094 14870357 13428322 105000 1584392 671887 14445827 12125645 100000 1829984 627307 13428322 13114220 3725 -319791 672509 12125645 0.01690 0.98310 0 1 1 315379 208191 107188 169485 166800 2685 109873 INVESTMENTS HELD IN CUSTODY 3161946 F BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 15371939 F 18533885 5644220 -2575983 203615 -2372368 8016588 137619 137619 8154207 6711448 203615 203615 6507833 137619 137619 6645452 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 203,615. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 203,615. JCRB/AJC DINNER 368085 331260 36825 64715 116420 368085 331260 36825 64715 116420 181135 -144310 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE NEW YORK NY 10017 135563393 501(C)3 166150 BULGARIA & ROMANIA, CHILDREN & ELDERLY PROGRAMS BNAI BIRTH YOUTH ORGANIZATION 2020 K STREET NW WASHINGTON DC 20006 311794932 501(C)3 54550 GRANT FOR LOCAL JEWISH TEEN BBYO PROGRAMS CAMP HERZL 7204 W 27TH STREET ST LOUIS PARK MN 55426 416009136 501(C)3 5750 SUMMER CAMP SCHOLARSHIPS FOR YOUTH COMMUNITY KOLLEL OF KANSAS CITY 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66223 202879243 501(C)3 7000 TREE OF LIFE PROGRAM SUPPORT CONGREGATION BETH SHALOM 14200 LAMAR AVE OVERLAND PARK KS 66223 440545988 501(C)3 19882 SPECIAL NEEDS CHILDREN, DAY SCHOOL SUPPORT HYMAN BRAND HEBREW ACADEMY 5801 W 115TH STREET STE102 OVERLAND PARK KS 66211 486125262 501(C)3 513793 TUITION ASSISTANCE AND SPECIAL NEEDS PROGRAMS JEWISH COMMUNITY CENTER 5801 W 115TH STREET STE101 OVERLAND PARK KS 66211 440545992 501(C)3 472521 SPECIAL NEEDS CHILDREN & CHILD CARE PROGRAMS JEWISH FAMILY SERVICES 5801 W 115TH STREET STE103 OVERLAND PARK KS 66211 440545829 501(C)3 496718 COUNSELING, ELDERLY AND LOCAL EMERGENCY FAMILY FUNDING JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)3 1394554 COLLECTIVE NATIONAL AND OVERSEAS SUPPORT JEWISH VOCATIONAL SERVICES 1608 BALTIMORE KANSAS CITY MO 64108 440545994 501(C)3 75500 CAREER MANAGEMENT SERVICES PROGRAMS MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH STREET STE106 OVERLAND PARK KS 66211 481127376 501(C)3 35000 TEACHER EDUCATION & SCHOOL OUTREACH RABBINICAL ASSOCIATION 5801 W 115TH STREET STE103 OVERLAND PARK KS 66211 760710693 501(C)3 17750 ADMINISTRATOR POSITION FUNDING UNIVERSITY OF KANSAS-HILLEL 722 NEW HAMPSHIRE LAWRENCE KS 66044 480547734 501(C)3 126720 STUDENT ENGAGEMENT AND LEADERSHIP DEVELOPMENT VAAD HAKASHRUTH OF KANSAS CITY 5801 W 115TH STREET STE201 OVERLAND PARK KS 66211 742808245 501(C)3 6000 ADMINISTRATIVE PROGRAM SUPPORT VILLAGE SHALOM 5500 W 123RD OVERLAND PARK KS 66209 481199065 501(C)3 150000 INDIGENT ELDERLY FINANCIAL ASSISTANCE AMERICAN JEWISH COMMITTEE 711 THIRD AVE NEW YORK NY 10017 135563393 501(C)3 34213 SUPPORTING TOLERANCE AND HUMAN RIGHTS AROUND THE WORLD JEWISH COMMUNITY CAMPUS 5801 W 115TH STREET STE 100 OVERLAND PARK KS 66211 431392330 501(C)3 58000 RENT RELIEF FOR CAMPUS AGENCIES & SECURITY SUPPORT BOYS HOPE GIRLS HOPE 12120 BRIDGETON SQUARE DRIVE BRIDGETON MO 63044 510182614 501(C)3 5000 ETHNIC IDENTITY TRIP TO DC CAMP RAMAH 65 EAST WACKER PLACE STE 1200 CHICAGO IL 60601 136161110 501(C)3 5300 SUMMER CAMP SCHOLARSHIPS FOR YOUTH TEMPLE CONGREGATION B'NAI JEHUDAH 12320 NALL AVENUE OVERLAND PARK KS 66209 440556868 RELIGIOUS 6792 SPECIAL NEEDS CHILDREN DAY SCHOOL SUPPORT GOLDMAN UNION CAMP 9349 MOORE ROAD ZIONSVILLE IN 46077 131663143 501(C)3 6100 CAMP SCHOLARSHIPS RESTART INC 918 EAST NINETH ST KANSAS CITY MO 64106 431349378 501(C)3 5000 LEADERSHIP TOMORROW GRANT TURN THE PAGE KC 4049 PENNSYLVANIA KANSAS CITY MO 64111 460673665 501(C)3 5000 LEADERSHIP TOMORROW GRANT TORAH LEARNING CENTER 8800 WEST 103RD STREET OVERLAND PARK KS 66212 431772532 501(C)3 15000 KC KOSHER MEALS ON WHEELS 23 1 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 TODD STETTNER EXECUTIVE VICE PRESIDENT AND CEO 202506 0 0 0 0 0 6000 0 25157 0 233663 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. X 30 260043 MARKET VALUE 0 0 0 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 11 THE FORM 990 IS COMPLETED BY THE FEDERATIONS'S CPA, AND REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR. 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 EXECUTIVE VICE PRESIDENT AND CEO WORKS UNDER AN EMPLOYMENT AGREEMENT THAT STIPULATES ANNUAL PERFORMANCE EVALUATIONS BE CONDUCTED BY THE BOARD PRESIDENT 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 MAKE 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