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THE JEWISH FEDERATIONS OF NORTH AMERICA INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC (EIN 13-1624240)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-09
IRS object ID
201641309349301169
Schema version
2014v6.0
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)
Return2016-05-09T10:44:49-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131517563PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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 NO 1700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100041010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAMELA ZALTSMANPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2122846500PhoneNum
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON SHAPIROPreparerPersonNm
PTINP01333816PTIN
Phone2128674000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAMELA ZALTSMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY NO 1700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100041010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$352,341,313GrossReceiptsAmt
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 153 FEDERATIONS, 300 NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS.ActivityOrMissionDesc
Voting Members Governing Body129VotingMembersGoverningBodyCnt
Voting Members Independent129VotingMembersIndependentCnt
Total Employee245TotalEmployeeCnt
Total Volunteers129TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$171,274,856PYContributionsGrantsAmt
CY Contributions Grants$315,811,887CYContributionsGrantsAmt
PY Program Service Revenue$12,199,010PYProgramServiceRevenueAmt
CY Program Service Revenue$18,360,286CYProgramServiceRevenueAmt
PY Investment Income$1,233,151PYInvestmentIncomeAmt
CY Investment Income$3,915,073CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$184,707,017PYTotalRevenueAmt
CY Total Revenue$338,087,246CYTotalRevenueAmt
PY Grants And Similar Paid$89,174,930PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$278,555,323CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,764,235PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,453,654CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,084,613CYTotalFundraisingExpenseAmt
PY Other Expenses$22,958,970PYOtherExpensesAmt
CY Other Expenses$25,712,066CYOtherExpensesAmt
PY Total Expenses$132,898,135PYTotalExpensesAmt
CY Total Expenses$324,721,043CYTotalExpensesAmt
PY Revenues Less Expenses$51,808,882PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,366,203CYRevenuesLessExpensesAmt
Total Assets BOY$179,149,649TotalAssetsBOYAmt
Total Assets EOY$325,298,741TotalAssetsEOYAmt
Total Liabilities BOY$63,016,256TotalLiabilitiesBOYAmt
Total Liabilities EOY$205,184,302TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$116,133,393NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$120,114,439NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 153 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$273,681,746ExpenseAmt
Grant$273,681,746GrantAmt
DescGRANTS TO UNITED ISRAEL APPEAL,INC.,THE AMRICAN 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$24,393,011ExpenseAmt
Revenue$14,478,271RevenueAmt
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$6,313,929ExpenseAmt
Revenue$3,474,462RevenueAmt
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)

ExpenseExpenseAmtDescDescGrantGrantAmtRevenueRevenueAmt
$1,927,318ISRAEL & 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.
$1,294,159POSITIONING FOR THE FUTURE:JFNA AIMS TO BUILD OUR COMMUNITY AND ENSURE A STRONG FUTURE BY REACHING YOUNGER JEWS AND BROADER AUDIENCES AND BY SOLIDIFYING OUR DONOR BASE. THROUGH STRONGER BRANDING, MARKETING AND TECHNOLOGY, JFNA IS ENGAGING THE YOUNGER GENERATION THROUGH PROGRAMS AND EVENTS THAT INSPIRE LEADERSHIP, PHILANTHROPY, CONNECTION TO ISRAEL AND THE JEWISH PEOPLE, WHILE PROVIDING HIGH QUALITY MARKETING AND COMMUNICATIONS SUPPORT TO FEDERATIONS
$4,873,815GRANTS:THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING 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.$4,873,577
$1,982,940TALENT: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.$407,553
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$10,078,232TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,873,577TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$407,553TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$314,466,918TotalProgramServiceExpensesAmt
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 Mem0BusinessRlnWithFamMemInd
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 Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document205IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee245EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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 Members129GoverningBodyVotingMembersCnt
Independent Voting Member129IndependentVotingMemberCnt
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 Chapters0LocalChaptersInd
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 FldASStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
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 FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
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 FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
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 FldWAStatesWhereCopyOfReturnIsFldCd
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 FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAMELA ZALTSMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2122846500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (143 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL D SIEGAL
CHAIR,BOARD OF TRUSTEES20.00Yes (X)Yes (X)$0$0$0
DIANE S FEINBERG
CHAIR,EXEC COMMITTEE20.00Yes (X)Yes (X)$0$0$0
HAROLD GERNSBACHER
NAT CAMPAIGN CHAIR20.00Yes (X)Yes (X)$0$0$0
SUZANNE B GRANT
VICE CHAIR OF THE BOARD20.00Yes (X)Yes (X)$0$0$0
SHERYL KIMERLING
VICE CHAIR OF THE BOARD10.00Yes (X)Yes (X)$0$0$0
JODI J SCHWARTZ
VICE CHAIR OF THE BOARD10.00Yes (X)Yes (X)$0$0$0
MARK WILF
VICE CHAIR OF THE BOARD10.00Yes (X)Yes (X)$0$0$0
STEPHEN J SILVERMAN
TREASURER10.00Yes (X)Yes (X)$0$0$0
ROBERT KUCNHER
ASSISTANT TREASURER10.00Yes (X)Yes (X)$0$0$0
CYNTHIA SHAPIRA
SECRETARY10.00Yes (X)Yes (X)$0$0$0
CARYN ROSEN ADELMAN
TRUSTEE1.00Yes (X)$0$0$0
ERIC ALBERT
TRUSTEE1.00Yes (X)$0$0$0
JUDY ALTENBERG
TRUSTEE1.00Yes (X)$0$0$0
JOEL ALPERSON
TRUSTEE1.00Yes (X)$0$0$0
SANFORD L ANTIGNAS
TRUSTEE1.00Yes (X)$0$0$0
DANIEL BADER
TRUSTEE1.00Yes (X)$0$0$0
HARVEY BARNETT
TRUSTEE1.00Yes (X)$0$0$0
HUGH BASSEWITZ
TRUSTEE1.00Yes (X)$0$0$0
SABY BEHAR
TRUSTEE1.00Yes (X)$0$0$0
GERALD BENJAMIN
TRUSTEE1.00Yes (X)$0$0$0
RICHARD N BERNSTEIN
TRUSTEE1.00Yes (X)$0$0$0
ROBERT BERRIN
TRUSTEE1.00Yes (X)$0$0$0
LESLIE BIDER
TRUSTEE1.00Yes (X)$0$0$0
COOKIE HYMER BLITZ
TRUSTEE1.00Yes (X)$0$0$0
MEROM BRACHMAN
TRUSTEE1.00Yes (X)$0$0$0
DENIS BRAHAM
TRUSTEE1.00Yes (X)$0$0$0
CELIE BROWN
TRUSTEE1.00Yes (X)$0$0$0
DAVID T BROWN
TRUSTEE1.00Yes (X)$0$0$0
DAVID J BUTLER
TRUSTEE1.00Yes (X)$0$0$0
AMY CHAFETZ
TRUSTEE1.00Yes (X)$0$0$0
RENEE CHELM
TRUSTEE1.00Yes (X)$0$0$0
SUZANNE F COHEN
TRUSTEE1.00Yes (X)$0$0$0
CHARLES COHEN
TRUSTEE1.00Yes (X)$0$0$0
DEBRA COHEN
TRUSTEE1.00Yes (X)$0$0$0
PATRICIA CROUGHAN
TRUSTEE1.00Yes (X)$0$0$0
ALISA DOCTOROFF
TRUSTEE1.00Yes (X)$0$0$0
ELAINE DUBROVSKY
TRUSTEE1.00Yes (X)$0$0$0
THERESA DUPUIS
TRUSTEE1.00Yes (X)$0$0$0
HOWARD FEINSAND
TRUSTEE1.00Yes (X)$0$0$0
ALAN FELDBAUM
TRUSTEE1.00Yes (X)$0$0$0
GENINE FIDLER
TRUSTEE1.00Yes (X)$0$0$0
CHERYL FISHBEIN
TRUSTEE1.00Yes (X)$0$0$0
DANIEL FRANKEL
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM FREEDMAN
TRUSTEE1.00Yes (X)$0$0$0
SHARON GAINES
TRUSTEE1.00Yes (X)$0$0$0
LESLIE GALES
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL CGELMAN
TRUSTEE1.00Yes (X)$0$0$0
DEBORAH GOLDENBERG
TRUSTEE1.00Yes (X)$0$0$0
MARILYN GOLDSMITH
TRUSTEE1.00Yes (X)$0$0$0
BETH GOLDSMITH
TRUSTEE1.00Yes (X)$0$0$0
ALBERT W GORTZ
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GREEN
TRUSTEE1.00Yes (X)$0$0$0
JOSHUA GREEN
TRUSTEE1.00Yes (X)$0$0$0
JODY GROSS
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GROSSMAN
TRUSTEE1.00Yes (X)$0$0$0
LEE HARKAVY
TRUSTEE1.00Yes (X)$0$0$0
JIM HEEGER
TRUSTEE1.00Yes (X)$0$0$0
ALISON HIMEL
TRUSTEE1.00Yes (X)$0$0$0
ANDY HODES
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH HOLLANDER
TRUSTEE1.00Yes (X)$0$0$0
HARRY IMMERMAN
TRUSTEE1.00Yes (X)$0$0$0
SHARON JANKS
TRUSTEE1.00Yes (X)$0$0$0
BETH KAPLAN
TRUSTEE1.00Yes (X)$0$0$0
TOM KASTEN
TRUSTEE1.00Yes (X)$0$0$0
BRIAN KATZ
TRUSTEE1.00Yes (X)$0$0$0
EVELYN B KENVIN
TRUSTEE1.00Yes (X)$0$0$0
LINDA KETOVER
TRUSTEE1.00Yes (X)$0$0$0
WAYNE KIMMEL
TRUSTEE1.00Yes (X)$0$0$0
LORI KLINGHOFFER
TRUSTEE1.00Yes (X)$0$0$0
DAVID KROFT
TRUSTEE1.00Yes (X)$0$0$0
ROCHELLE KUPFER
TRUSTEE1.00Yes (X)$0$0$0
STUART KURLANDER
TRUSTEE1.00Yes (X)$0$0$0
ALISON LEBOVITZ
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL I LEBOVITZ
TRUSTEE1.00Yes (X)$0$0$0
MARY BETH LEIBOWITZ
TRUSTEE1.00Yes (X)$0$0$0
DAVID W LENTZ
TRUSTEE1.00Yes (X)$0$0$0
JONATHAN P LEVITT
TRUSTEE1.00Yes (X)$0$0$0
LIZA LEVY
TRUSTEE1.00Yes (X)$0$0$0
KEITH LIBMAN
TRUSTEE1.00Yes (X)$0$0$0
ROBERT LIPPITT
TRUSTEE1.00Yes (X)$0$0$0
BETH KAPLAN LISS
TRUSTEE1.00Yes (X)$0$0$0
ARTHUR S LORING
TRUSTEE1.00Yes (X)$0$0$0
KATHY E MANNING
TRUSTEE1.00Yes (X)$0$0$0
ZVI S MARANS
TRUSTEE1.00Yes (X)$0$0$0
FLORINE MARK
TRUSTEE1.00Yes (X)$0$0$0
AMY TOLTZ MILLER
TRUSTEE1.00Yes (X)$0$0$0
ROBERT MILLSTONE
TRUSTEE1.00Yes (X)$0$0$0
NANCY MIMOUN
TRUSTEE1.00Yes (X)$0$0$0
LINDA MIRELS
TRUSTEE1.00Yes (X)$0$0$0
CYNTHIA MOSKOWITZ
TRUSTEE1.00Yes (X)$0$0$0
MARCIE H ORLEY
TRUSTEE1.00Yes (X)$0$0$0
SELENA ALTRO PAPERMAN
TRUSTEE1.00Yes (X)$0$0$0
ANN B PAVA
TRUSTEE1.00Yes (X)$0$0$0
LOUIS PLUNG
TRUSTEE1.00Yes (X)$0$0$0
DAVID PRATT
TRUSTEE1.00Yes (X)$0$0$0
SARI ANNE RAPKIN
TRUSTEE1.00Yes (X)$0$0$0
LINDA RAVVIN
TRUSTEE1.00Yes (X)$0$0$0
ENID ROSENBERG
TRUSTEE1.00Yes (X)$0$0$0
JASON RUBINOFF
TRUSTEE1.00Yes (X)$0$0$0
NANCY SAGE
TRUSTEE1.00Yes (X)$0$0$0
PAULA SAGINAW
TRUSTEE1.00Yes (X)$0$0$0
ROBIN SARAN
TRUSTEE1.00Yes (X)$0$0$0
SHERRIE SAVETT
TRUSTEE1.00Yes (X)$0$0$0
SAMMY SCHULMAN
TRUSTEE1.00Yes (X)$0$0$0
STACEY SCHULMAN
TRUSTEE1.00Yes (X)$0$0$0
STEVEN SCHWARZ
TRUSTEE1.00Yes (X)$0$0$0
PHYLLIS SEAMAN
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN SELIG 111
TRUSTEE1.00Yes (X)$0$0$0
BRIAN SEYMOUR
TRUSTEE1.00Yes (X)$0$0$0
NATHAN SHOR
TRUSTEE1.00Yes (X)$0$0$0
HOPE SILVERMAN
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM SILVERSTEIN
TRUSTEE1.00Yes (X)$0$0$0
GREGORY SIWAK
TRUSTEE1.00Yes (X)$0$0$0
TERRI SMOOKE
TRUSTEE1.00Yes (X)$0$0$0
EDGAR SNYDER
TRUSTEE1.00Yes (X)$0$0$0
DAVID J STEIRMAN
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY M STERN
TRUSTEE1.00Yes (X)$0$0$0
SUSAN K STERN
TRUSTEE1.00Yes (X)$0$0$0
DIANE SWITZER
TRUSTEE1.00Yes (X)$0$0$0
PATRICIA UHLMANN
TRUSTEE1.00Yes (X)$0$0$0
ALICE VIROSLAV
TRUSTEE1.00Yes (X)$0$0$0
NAT WASSERSTEIN
TRUSTEE1.00Yes (X)$0$0$0
RABBI STUART G WEINBLATT
TRUSTEE1.00Yes (X)$0$0$0
PAUL WOLFF
TRUSTEE1.00Yes (X)$0$0$0
ANDREA YABLON
TRUSTEE1.00Yes (X)$0$0$0
GERRY YANOWITZ
TRUSTEE1.00Yes (X)$0$0$0
ROBERT K YASS
TRUSTEE1.00Yes (X)$0$0$0
STEVE ZATKIN
TRUSTEE1.00Yes (X)$0$0$0
FRED ZIMMERMAN
TRUSTEE1.00Yes (X)$0$0$0
REBECCA PORATH
GENERAL COUNSEL40.00Yes (X)$131,013$0$32,836
PAMELA ZALTSMAN
CHIEF FINANCIAL OFFICER40.00Yes (X)$214,730$0$15,848
GERRALD SILVERMAN
PRESIDENT, CEO40.00Yes (X)$633,231$0$41,204
MARK GURVIS
EXECUTIVE VICE PRES.40.00Yes (X)$345,282$0$43,837
REBECCA CASPI
DIRECTOR GENERAL40.00$327,719$0$29,703Yes (X)
RENEE ROTHSTEIN
SENIOR VICE PRES.40.00$269,411$0$24,034Yes (X)
WILLIAM DAROFF
VICE PRESIDENT40.00$279,328$0$34,449Yes (X)
REUBEN ROMIROWSKY
SENIOR VICE PRES.40.00$266,190$0$35,011Yes (X)
DANIEL ALLEN
SENIOR VICE PRESIDENT40.00$237,593$0$44,139Yes (X)
JOSEPH IMBERMAN
ASSISTANT VICE PRESIDENT40.00$220,362$0$40,648Yes (X)
STEPHEN CUPERTINO
CIO40.00$178,797$0$37,042Yes (X)
REBECCA SOBELMAN-STERN
VP,CONSULTING & COMM DEVEL40.00$206,003$0$13,160Yes (X)
MARTIN GREENBERG
ASSOC. VP OF COMM ENGAGEME40.00$191,040$0$36,495Yes (X)
BETH MANN
VP, INSTITUTIONAL ADVANCEM40.00$194,505$0$24,927Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,695,204TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$453,333TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K50IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmt
SHEPARDSON STERN & KAMINSKY LLC
88 PINE STREET 30TH FLOORNYNY10005PROJECT CONNECT PRODUCTION$1,000,000
BLACKBAUD INC
PO BOX 930256ATLANTAGA311930256FED. DONOR MANAGEMENT SYSTEM$772,195
MARRIOTT BUSINESS SERVICES
PO BOX 403003ATLANTAGA303843003MEETING SPACE & SERVICES FOR LION JUD$639,476
SHERATON HOTEL & RESORTS NEW ORLEANS
500 CANAL STREETNEW ORLEANSLA70130MEETING SPACE & SERVICES FOR TRIBEFEST$628,949
WYNDHAM JADE
2500 PLANOTEXASTX75093MEETING LOGISTIC REGISTRATION$468,861
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
All Other Contributions$315,811,887AllOtherContributionsAmt
Total Contributions$315,811,887TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FUNDRAISING900099$14,478,271$14,478,271
POWER OF COLLECTIVE900099$3,474,462$3,474,462
TALENT900099$407,553$407,553
FieldValueIRS element (for citing)
Total Program Service Revenue$18,360,286TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$950,140TotalRevenueColumnAmt
Exclusion$950,140ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$17,219,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,254,067SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,964,933SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,964,933TotalRevenueColumnAmt
Exclusion$2,964,933ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$338,087,246TotalRevenueColumnAmt
Related Or Exempt Func Income$18,360,286RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,915,073ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$278,540,372TotalAmt
Program Services$278,540,372ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$14,951TotalAmt
Program Services$14,951ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,704,498TotalAmt
Program Services$1,388,415ProgramServicesAmt
Management And General$1,163,218ManagementAndGeneralAmt
Fundraising$152,865FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,982,304TotalAmt
Program Services$9,507,967ProgramServicesAmt
Management And General$3,215,930ManagementAndGeneralAmt
Fundraising$1,258,407FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$442,523TotalAmt
Program Services$300,916ProgramServicesAmt
Management And General$101,780ManagementAndGeneralAmt
Fundraising$39,827FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,302,459TotalAmt
Program Services$1,565,672ProgramServicesAmt
Management And General$529,566ManagementAndGeneralAmt
Fundraising$207,221FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,021,870TotalAmt
Program Services$694,872ProgramServicesAmt
Management And General$235,030ManagementAndGeneralAmt
Fundraising$91,968FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$155,528TotalAmt
Program Services$45,503ProgramServicesAmt
Management And General$110,025ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$150,377TotalAmt
Management And General$150,377ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$823,414TotalAmt
Program Services$823,414ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$197,304TotalAmt
Management And General$197,304ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,363,518TotalAmt
Program Services$4,259,629ProgramServicesAmt
Management And General$18,355ManagementAndGeneralAmt
Fundraising$85,534FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$746,795TotalAmt
Program Services$698,757ProgramServicesAmt
Management And General$12,913ManagementAndGeneralAmt
Fundraising$35,125FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,197,471TotalAmt
Program Services$571,091ProgramServicesAmt
Management And General$593,420ManagementAndGeneralAmt
Fundraising$32,960FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,248,826TotalAmt
Program Services$1,195,456ProgramServicesAmt
Management And General$53,370ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,038,957TotalAmt
Program Services$3,197,121ProgramServicesAmt
Management And General$795,481ManagementAndGeneralAmt
Fundraising$46,355FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,101,875TotalAmt
Program Services$719,100ProgramServicesAmt
Management And General$274,587ManagementAndGeneralAmt
Fundraising$108,188FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$411,603TotalAmt
Management And General$411,603ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,037,150TotalAmt
Program Services$4,013,663ProgramServicesAmt
Fundraising$23,487FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$279TotalAmt
Program Services$279ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$594,425TotalAmt
Program Services$417,871ProgramServicesAmt
Management And General$176,554ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$330,487TotalAmt
Program Services$200,488ProgramServicesAmt
Management And General$129,999ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISSIONDesc
Total$6,269,065TotalAmt
Program Services$6,269,065ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$44,992TotalAmt
Program Services$42,316ProgramServicesAmt
Fundraising$2,676FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$324,721,043TotalAmt
Program Services$314,466,918ProgramServicesAmt
Management And General$8,169,512ManagementAndGeneralAmt
Fundraising$2,084,613FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,764,725BOYAmt
EOY$30,025,189EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,961,653BOYAmt
EOY$6,198,659EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,380,204BOYAmt
EOY$38,767,470EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$54,825,185BOYAmt
EOY$181,752,913EOYAmt

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$4,549,840BOYAmt
EOY$2,513,941EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,911,438LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,081,352LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,184,472BOYAmt
EOY$4,830,086EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$31,942,767BOYAmt
EOY$30,172,716EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,160,935BOYAmt
EOY$31,026,899EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$374,375BOYAmt
EOY$5,375EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$179,149,649BOYAmt
EOY$325,298,741EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,890,697BOYAmt
EOY$30,776,902EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$14,758,559BOYAmt
EOY$11,179,470EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,367,000BOYAmt
EOY$163,227,930EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$63,016,256BOYAmt
EOY$205,184,302EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,254,674BOYAmt
EOY$23,491,349EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,670,451BOYAmt
EOY$88,157,573EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,208,268BOYAmt
EOY$8,465,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,133,393BOYAmt
EOY$120,114,439EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$179,149,649BOYAmt
EOY$325,298,741EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,366,203ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,412,990NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,972,167OtherChangesInNetAssetsAmt
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 Required0FederalGrantAuditRequiredInd

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$36,960,713CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,296,812CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,628,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,274,856CurrentTaxYearMinus1YearAmt
Current Tax Year$315,811,887CurrentTaxYearAmt
Total$593,972,268TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,960,713CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,296,812CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,628,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,274,856CurrentTaxYearMinus1YearAmt
Current Tax Year$315,811,887CurrentTaxYearAmt
Total$593,972,268TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$593,972,268PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$809,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$916,966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$732,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$636,915CurrentTaxYearMinus1YearAmt
Current Tax Year$950,140CurrentTaxYearAmt
Total$4,045,853TotalAmt
FieldValueIRS element (for citing)
Total Support$598,018,121TotalSupportAmt
Public Support CY1700.99320PublicSupportCY170Pct
Public Support PY1700.98780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$164,684FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$658,730FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$823,414FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$324,574,472FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$325,397,886FilingOrganizationsTotalAmt

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$512,543CurrentYearMinus3Amt
Current Year Minus2$627,109CurrentYearMinus2Amt
Current Year Minus1$643,980CurrentYearMinus1Amt
Current Year$658,730CurrentYearAmt
Total$2,442,362TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$128,136CurrentYearMinus3Amt
Current Year Minus2$156,777CurrentYearMinus2Amt
Current Year Minus1$160,995CurrentYearMinus1Amt
Current Year$164,684CurrentYearAmt
Total$610,592TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$915,888GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,270,910BeginningYearBalanceAmt
Contributions$257,249ContributionsAmt
End Year Balance$26,528,159EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,108,921BeginningYearBalanceAmt
Contributions$161,989ContributionsAmt
End Year Balance$26,270,910EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,047,107BeginningYearBalanceAmt
Contributions$61,814ContributionsAmt
End Year Balance$26,108,921EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,465,107BeginningYearBalanceAmt
Contributions$4,582,000ContributionsAmt
End Year Balance$26,047,107EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,174,107BeginningYearBalanceAmt
Contributions$291,000ContributionsAmt
End Year Balance$21,465,107EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.38000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.44000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.18000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$6,901,772InvestmentCostOrOtherBasisAmt
Depreciation$2,416,132DepreciationAmt
Book Value$4,485,640BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,009,666InvestmentCostOrOtherBasisAmt
Depreciation$1,665,220DepreciationAmt
Book Value$344,446BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,830,086TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$17,015,640F
LIMITED LIABILITY CORP$14,011,259F
FieldValueIRS element (for citing)
Total Book Value Securities$31,026,899TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAMOUNTS HELD FOR DISTRIBUTION TO OTHERS AND OTHER EXPENSESDesc
Amt$163,227,930Amt
FieldValueIRS element (for citing)
Total Liability$163,227,930TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$360,478,952TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,412,990NetUnrealizedGainsInvstAmt
Other Revenue$236,223,000OtherRevenueAmt
Revenue Not Reported$232,810,010RevenueNotReportedAmt
Revenue Subtotal$127,668,942RevenueSubtotalAmt
Investment Expenses Not Incld$197,304InvestmentExpensesNotIncldAmt
Other Revenues Not Included$210,221,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$210,418,304RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$338,087,246TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$336,683,472TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$222,380,733OtherExpensesIncludedAmt
Expenses Not Reported$222,380,733ExpensesNotReportedAmt
Expenses Subtotal$114,302,739ExpensesSubtotalAmt
Investment Expenses Not Incld2$197,304InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$210,221,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$210,418,304ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$324,721,043TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:JFNA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2012 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:UIA ELIMINATION ENTRY 236,223,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:JFNA/UIA ELIMINATION ENTRY 210,221,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS:UIA EXPENSES 222,330,000. LOSS ON DISPOSAL OF FIXED ASSETS 50,733.
PART XII, LINE 4B - OTHER ADJUSTMENTS:JFNA/UIA ELIMINATION ENTRY 210,221,000.
PART XI, LINE 2D - OTHER ADJUSTMENTS: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 $236,223,000 OF REVENUE FROM JFNA WHICH IS NOT SHOWN IN JFNA'S 990.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES 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) $222,334,528.
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 DATA BANK.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionMIDDLE EAST,NORTHERN AFRICA AND LATIN AMERICARegionTxt
Offices1OfficesCnt
Employee32EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedJFNA GLOBAL OPERATIONS AND FEDERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD. ALONG WITH MISSIONS TO ISRAEL WHICH ARE ORGANIZED THROUGHOUT THE YEAR.SpecificServicesProvidedTxt
Region Total Expenditures$10,102,768RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees32SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee32TotalEmployeeCnt
Subtotal Spent$10,102,768SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$10,102,768TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,VOCATIONAL TRAINING$820,629WIRE TRANSFERFMV
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMVOCATIONAL TRAINING$1,043,750WIRE TRANSFERFMV
LATIN AMERICAVOCATIONAL TRAINING$41,000WIRE TRANSFERFMV
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,EMERGENCY SERVICES$14,951CHECKSFMV
FieldValueIRS element (for citing)
Total Other Org4TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SECURE COMMUNITY NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004201437733501(C)(3)$542,000NATIONAL JEWISH NON-PROFIT HOMELAND SECURITY INITIATIVE
HILLEL FOUNDATION
800 EIGHTH STREET NWWASHINGTONDC20001521844823501(C)(3)$12,243THANKSGIVING DINNER FOR US STUDENTS WHO STUDY IN ISRAEL
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE - JDC
711 3RD AVENUENEW YORKNY10017131656634501(C)(3)$61,433,247JEWISH RENEWAL AND CONTINUITY AND DISASTER RELIEF
UNITED ISRAEL APPEAL
25 BROADWAY SUITE 1700NEW YORKNY10004131760102501(C)(3)$208,432,439PROGRAM SVCS RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY AND DISASTER RELIEF.
NEW YORK UNIVERSITY
29 WASHINGTON SQUARENEW YORKNY10011135562308501(C)(3)$40,000SCHOLARSHIP
HEBREW UNION COLLEGE
3101 CLIFTON AVENUECINCINNATIOH45220310537067501(C)(3)$23,600SCHOLARSHIP
BRANDIES UNIVERSITY
415 SOUTH STREETWALTHAMMA02453042103552501(C)(3)$20,000SCHOLARSHIP
COLUMBIA UNIVERSITY
116TH STREET BROADWAYNEW YORKNY10027135598093501(C)(3)$15,863HURRICANE
UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL ROOM 1PHILADELPHIAPA191046376231352685501(C)(3)$6,095SCHOLARSHIP
THE OHIO STATE UNIVERSITY
901 WOODY HAYES DRIVECOLUMBUSOH43210316025986501(C)(3)$18,270SCHOLARSHIP
NECHAMA JEWISH RESPONSE
4330 CEDAR LAKE ROAD SST LOUIS PARKMN55416411998750501(C)(3)$20,000HURRICANE RELIEF
JEWISH FED OF GREATER MIDDLESEX COUNTY
230 OLD BRIDGE TURNPIKESOUTH RIVERNJ08882221500549501(C)(3)$107,395HURRICANE RELIEP
AMERICAN JEWISH SOCIETY FOR SERVICE
10319 WESTLAKE BLVD 193BETHESDAMD20817136144216501(C)(3)$40,000DISASTER RELIEF
JEWISH FED OF METROPOLITAN DETROIT
6735 TELEGRAPH ROADBLOOMFIELD HILLSMI48301381359214501(C)(3)$200,000DETROIT FLOODS
JEWISH FED OF GREATER HOUSTON
5603 S BRAESWOOD BLVDHOUSTONTX770963998741109654501(C)(3)$35,500HOUSTON FLOODS
PRESENTENSE
115 E 23RD STREET 301NEW YORKNY10010263301983501(C)(3)$22,500HUMANITARIAN
JEWISH COUNCIL OF PUBLIC AFFAIRS
116 EAST 27TH STREETNEW YORKNY100168942131624104501(C)(3)$1,191,862ISRAEL ACTION NETWORK
WORLD ORT INC
1745 BROADWAY 17TH FLOORNEW YORKNY10019135562424501(C)(3)$911,331EMERGENCY SERVICES
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:UNDER 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 ALLOCATIONS 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 TO LEGALLY 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 I, LINE 2JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC)BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
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 ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption Proc0RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
REBECCA PORATH
GENERAL COUNSEL$130,788$0$0$0$225$0$5,678$0$27,158$0$163,849$0$0$0
PAMELA ZALTSMAN
CHIEF FINANCIAL OFFICER$213,680$0$0$0$1,050$0$8,655$0$7,193$0$230,578$0$0$0
GERRALD SILVERMAN
PRESIDENT, CEO$630,275$0$0$0$2,956$0$10,350$0$30,854$0$674,435$0$0$0
MARK GURVIS
EXECUTIVE VICE PRES.$342,444$0$0$0$2,838$0$10,304$0$33,533$0$389,119$0$0$0
REBECCA CASPI
DIRECTOR GENERAL$327,719$0$0$0$0$0$16,684$0$13,019$0$357,422$0$0$0
RENEE ROTHSTEIN
SENIOR VICE PRES.$268,031$0$0$0$1,380$0$10,350$0$13,684$0$293,445$0$0$0
WILLIAM DAROFF
VICE PRESIDENT$278,393$0$0$0$935$0$10,350$0$24,099$0$313,777$0$0$0
REUBEN ROMIROWSKY
SENIOR VICE PRES.$263,606$0$0$0$2,584$0$7,800$0$27,211$0$301,201$0$0$0
DANIEL ALLEN
SENIOR VICE PRESIDENT$230,877$0$0$0$6,716$0$9,844$0$34,295$0$281,732$0$0$0
JOSEPH IMBERMAN
ASSISTANT VICE PRESIDENT$214,199$0$0$0$6,163$0$9,092$0$31,556$0$261,010$0$0$0
STEPHEN CUPERTINO
CIO$177,123$0$0$0$1,674$0$7,507$0$29,535$0$215,839$0$0$0
REBECCA SOBELMAN-STERN
VP,CONSULTING & COMM DEVEL$205,016$0$0$0$987$0$8,175$0$4,985$0$219,163$0$0$0
MARTIN GREENBERG
ASSOC. VP OF COMM ENGAGEME$185,863$0$0$0$5,177$0$7,786$0$28,709$0$227,535$0$0$0
BETH MANN
VP, INSTITUTIONAL ADVANCEM$192,687$0$0$0$1,818$0$8,022$0$16,905$0$219,432$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J PART 11SALARIES RELATED TO THE WORK PERFORMED FOR UIA (RELATED ORGANIZATION) BY PAMELA ZALTSMAN AND DANIEL ALLEN WERE PAID BY JFNA AND RECORDED IN EXPENSED IN JFNA FINANCIAL STAREMENTS. THE RELATIONSHIP BETWEEN THE ORGANIZATION, THEY HAVE CERTAIN COMMON BOARD MEMBERS.
PART1, LINE 1BPART 1 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 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 WAS EXPIRES SEPTEMBER 2014. FROM SEPTEMBER 2014 THERE IS A RENEWAL OF CONTRACT THAT WILL EXPIRE SEPTEMBER 2019.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ALISON LEBOVITZ AND MICHAEL LEBOVITZ - ALISON IS MICHAEL'S SISTER-IN-LAW DAVID BUTLER - MICHAEL GELMAN - BUSINESS RELATIONSHIP BETH KAPLAN - MARRIED TO BRUCE SHOLK SUSAN STERN - MARRIED TO JEFFREY STERN
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 7BUNDER 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 11THE 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 BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE JEWISH FEDERATION OF NORTH AMERICA CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST ANNUAL STATEMENT FOR EMPLOYEES. MEMBERS OF THE STAFF ARE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT ATTESTING: -THAT THEY HAVE READ AND ARE FAMILIAR WITH THE CONFLICT OF INTEREST 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 HUMAN RESOURCES DIRECTOR. IN THE EVENT THAT MEMBERS OF THE STAFF BECOME AWARE OF A CONFLICT, THEY SHALL DISCLOSE SUCH INFORMATION TO THE CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, WHO WILL COMMUNICATE TO THE PRESIDENT THOSE DISCLOSURES THAT ARE REQUIRED BY THIS POLICY. THESE DISCLOSURES SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTERESTS OF THIS ORGANIZATION 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 MAY REQUEST A DECISION FROM THE PRESIDENT (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) WHO WILL CONFER WITH THE JEWISH FEDERATIONS OF NORTH AMERICA'S OUTSIDE COUNSEL, BOTH OF WHOM SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. REPORTING THE CHAIR OF THE BOARD AND THE CHAIR OF THE EXECUTIVE COMMITTEE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) 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. THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS: DISCLOSURE: JFNA TRUSTEES, OFFICERS AND COMMITTEE MEMBERS 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, ANY OF THEIR IMMEDIATE FAMILY MEMBERS, HAVE ENGAGED IN THE PAST, ARE PRESENTLY ENGAGED, OR EXPECT TO ENGAGE IN ANY ACTIVITY THAT CONSTITUTES A CONFLICT OF INTEREST UNDER THIS POLICY. DISCLOSURES REQUIRED FROM TRUSTEES, OFFICERS OR COMMITTEE MEMBERS UNDER THIS POLICY MUST BE DIRECTED IN WRITING TO THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST A DECISION FROM THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. NOTICE SHALL BE PROVIDED TO THE CHAIR OF THE AUDIT COMMITTEE. REPORTING: THE CHAIR OF THE BOARD (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED, AND THE BASIS UPON WHICH APPROVAL WAS GIVEN. CONSIDERATION OF WHETHER A POSSIBLE CONFLICT OF INTEREST RELATIONSHIP IS TO BE SANCTIONED AND/OR TRANSACTION ENTERED INTO THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST SHALL BE MADE BY THE CHAIR OF THE BOARD IN THE LIGHT OF WHETHER SUCH RELATIONSHIP OR TRANSACTION SERVES JFNA'S BEST INTERESTS, NOTWITHSTANDING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. PAST PRACTICES SHALL ALSO BE A FACTOR TO BE WEIGHED IN THE DETERMINATION. NONCOMPLIANCE: IT SHALL BE THE RESPONSIBILITY OF THE TREASURER TO NOTIFY THE CHAIR OF THE BOARD OF THE FAILURE OF ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER TO COMPLY WITH THIS POLICY, INCLUDING FAILURE TO TIMELY SUBMIT THE STATEMENTS REQUIRED. THE CHAIR OF THE BOARD SHALL TAKE SUCH FURTHER ACTION AS MAY BE APPROPRIATE, WHICH MAY INCLUDE RECOMMENDATION TO THE BOARD THAT SUCH PERSON BE REMOVED FROM OFFICE. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT THE FOLLOWING GOVERNANCE QUESTIONNAIRE ANNUALLY: 1 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE? IF YES, IDENTIFY THE PERSON AND DESCRIBE THE RELATIONSHIP- BUSINESS/FAMILY 2 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A DIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION (OTHER THAN AS AN OFFICER, DIRECTOR, TRUSTEE, OR EMPLOYEE) OR AN INDIRECT BUSINESS RELATIONSHIP THROUGH OWNERSHIP OF MORE THAN 35% IN ANOTHER ENTITY (INDIVIDUALLY OR COLLECTIVELY) WITH ANOTHER OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE OR HIGHLY COMPENSATED EMPLOYEE)? 3 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY MEMBER WHO HAD A DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION? 4 DURING THE ORGANIZATION'S TAX YEAR, DID YOU SERVE AS AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE, PARTNER, OR MEMBER OF AN ENTITY (OR A SHAREHOLDER OF A PROFESSIONAL CORPORATION) DOING BUSINESS WITH THE ORGANIZATION? IF YES IS ANSWERED TO QUESTIONS #2, 3, AND/OR 4, PROVIDE DETAILS INCLUDING - NAME OF INTERESTED PERSON, RELATIONSHIP, DESCRIPTION OF TRANSACTION, SHARING OF ORGANIZATION'S REVENUE AND AMOUNT. 5 AT THE END OF THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A LOAN OUTSTANDING TO OR FROM THE ORGANIZATION? IF YES, PLEASE PROVIDE - NAME OF INTERESTED PERSON, PURPOSE OF LOAN, LOAN TO/FROM ORGANIZATION, DEFAULT, APPROVED BY BOARD, WRITTEN AGREEMENT, ORIGINAL BALANCE, BALANCE DUE 6 DURING THE ORGANIZATION'S TAX YEAR, DID THE ORGANIZATION PROVIDE A GRANT OR ASSISTANCE TO YOU? IF YES, PROVIDE, NAME OF INTERESTED PERSON, RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION,TYPE OF ASSISTANCE AND AMOUNT. 7 DURING THE ORGANIZATION'S TAX YEAR, DID THE ORGANIZATION PROVIDE A GRANT OR ASSISTANCE TO ONE OF YOUR FAMILY MEMBERS OR AN ENTITY IN WHICH YOU OR ANY OF YOUR FAMILY MEMBERS OWNS MORE THAN A 35% INTEREST? IF YES, PROVIDE, NAME OF INTERESTED PERSON, RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION, TYPE OF ASSISTANCE AND AMOUNT.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION COMMITTEE THE 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 PREFORMED IN THE YEAR 2015. -DECIDES WHICH SMT MEMBERS WILL BE COVERED UNDER THE NON-QUALIFIED PENSION PLAN (BENEFIT RESTORATION PLAN). 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 V1, 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 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 9:ADDITIONAL MINIMUM PENSION LIABILITY -5,921,435. LOSS ON DISPOSAL OF FIXED ASSETS -50,732.
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 THE ACTION 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
PART VI, SECTION B, LINE 13WHISTLE BLOWER POLICY PROHIBITED ACTIONS COMMISSION OF ANY OF THE FOLLOWING ACTS WILL BE CONSIDERED CAUSE FOR IMMEDIATE DISCIPLINARY ACTION, INCLUDING, BUT NOT LIMITED TO, TERMINATION OF EMPLOYMENT AND/OR REMOVAL FROM OFFICE OR APPOINTMENT, AND MAY ALSO SUBJECT THE OFFENDER TO CIVIL OR CRIMINAL LIABILITY IN ACCORDANCE WITH APPLICABLE LAW: 1. DISCHARGING, DEMOTING, SUSPENDING, THREATENING, HARASSING, DISCRIMINATING OR RETALIATING IN ANY MANNER AGAINST ANY COVERED PERSON, BECAUSE OF ANY LAWFUL ACT BY THAT COVERED PERSON: A) TO PROVIDE INFORMATION TO OR ASSIST IN ANY INVESTIGATION BY JFNA OR BY CONGRESS OR BY ANY FEDERAL, STATE OR CITY AGENCY; B) TO FILE OR ASSIST IN ANY ACTION ALLEGING A VIOLATION OF FEDERAL OR STATE LAW OR REGULATION. 2. KNOWINGLY TAKING ANY ACTION HARMFUL TO ANY PERSON FOR PROVIDING TRUTHFUL INFORMATION TO A LAW ENFORCEMENT OFFICER RELATING TO A POSSIBLE VIOLATION OF LAW OR REGULATION. 3. INTENTIONALLY DESTROYING, ALTERING, MUTILATING, CONCEALING, COVERING UP, FALSIFYING, AND/OR MAKING A FALSE ENTRY IN ANY RECORDS THAT MAY BE CONNECTED TO A MATTER WITHIN THE JURISDICTION OF A FEDERAL OR STATE COURT OR AGENCY, IN VIOLATION OF FEDERAL OR STATE LAW OR REGULATION. 4. INTENTIONALLY ALTERING, DESTROYING OR CONCEALING A DOCUMENT, OR ATTEMPTING TO DO SO, WITH THE INTENT TO IMPAIR THE DOCUMENT'S AVAILABILITY FOR USE IN AN OFFICIAL PROCEEDING OR OTHERWISE OBSTRUCTING, INFLUENCING OR IMPEDING ANY OFFICIAL PROCEEDING, IN VIOLATION OF FEDERAL OR STATE LAW OR REGULATION. 5. FRAUDULENTLY INFLUENCING, COERCING, MANIPULATING, OR MISLEADING ANY INDEPENDENT PUBLIC ACCOUNTANT ENGAGED IN THE PERFORMANCE OF AN AUDIT OF THE FINANCIAL STATEMENTS OF JFNA FOR THE PURPOSE OF RENDERING SUCH FINANCIAL STATEMENTS FALSE OR MISLEADING. REPORTING OF CONCERNS OR COMPLAINTS JFNA IS COMMITTED TO TAKING ACTION TO PREVENT MISCONDUCT, INCLUDING FRAUD, VIOLATIONS OF LAW, VIOLATIONS OF JFNA POLICY, 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, AN OUTSIDE ORGANIZATION HAS BEEN HIRED TO RECEIVE COMPLAINTS OF SUSPECTED MISCONDUCT. 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. RETALIATION JFNA WILL NOT PERMIT ANY NEGATIVE OR ADVERSE ACTIONS TO BE TAKEN AGAINST ANY COVERED PERSON WHO IN GOOD FAITH REPORTS SUSPECTED MISCONDUCT, EVEN IF THE REPORT IS MISTAKEN, OR AGAINST ANY COVERED PERSON WHO ASSISTS IN THE INVESTIGATION OF SUSPECTED MISCONDUCT. RETALIATION IN ANY FORM WILL NOT BE TOLERATED. ANY ACT OF ALLEGED RETALIATION SHOULD BE REPORTED IMMEDIATELY TO THE HEAD OF THE HUMAN RESOURCES DEPARTMENT. SUCH COMPLAINTS WILL BE PROMPTLY INVESTIGATED. 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: HTTPS://SECURE.ETHICSPOINT.COM/DOMAIN/EN/REPORT_CUSTOM.ASP?CLIENTID=139 BOTH THE TELEPHONE NUMBER AND THE WEBSITE ARE PUBLISHED FOR INTERNAL USE AND 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. COVERED PERSONS MAY BE ASSURED THAT ALL INFORMATION WILL BE TREATED IN UTMOST CONFIDENCE. 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 AVAILABLE DETAILS. A FEW EXAMPLES OF WHAT TO REPORT ACCOUNTING AND AUDITING MATTERS THE UNETHICAL 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 JNFA 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 NOT TO BE SUBSTANTIATED AND 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, EXCEPT TO THE EXTENT NECESSARY (1) TO CONDUCT A COMPLETE AND FAIR INVESTIGATION, OR (2) AS REQUIRED BY LAW, OR (3) FOR REVIEW OF JFNA OPERATIONS BY JFNA'S BOARD OF TRUSTEES, ITS AUDIT COMMITTEE, ITS INDEPENDENT PUBLIC ACCOUNTANTS AND JFNA'S INSIDE AND OUTSIDE COUNSEL.
FORM 990, PART V, LINE 4B, LIST OF FOREIGN COUNTRIESISRAEL & CAYMAN ISLAND
FORM 990, PART IV QUESTION 12 AND PART XI LINE 2BJFNA PREPARED A CONSOLIDATED AUDITED FINANCIAL STATEMENT PREPARED IN ACCORDANCE WITH GAAP. FORM 990 DOES NOT PERMIT PARENT SUBSIDIARY ORGANIZATIONS TO FILE A CONSOLIDATED FORM 990. THEREFORE, JFNA AND ITS WHOLLY OWNED SUBSIDIARY, UNITED ISRAEL APPEAL, INC., ARE REQUIRED TO FILE SEPARATE FORM 990'S. FORM 990, PART V111,IX,X EXPLANATION: PRIOR TO JANUARY 2014 THE UNRESTRICTED ALLOCATIONS FROM COMMUNITIES FOR DISTRIBUTION TO UIA/JAFI AND JDC WRE GOVERNED BY AN AGREEMENT BETWEEN JAFI AND JDC. JFNA TREATED THE INCOME RECEIVED AS AGENCY TRANSACTION HELD ON BEHALF OF THE BENEFICIARY AGENCIES AND RECORDED A LIABILITY UON RECEIPT. THE DESIGN OF THE PARTNERSHIP COMMITTEE AND THE GLOBAL PLANNING TABLE INCLUDED THE AUTHORITY TO RECOMMEND THE ALLOCATION OF FUNDS TO OUR HISTORIC PARTNERS. IN OCTOBER 2013 THE BOARD OF TRUSTEES OF JFNA APPROVED THE RECOMMENDATION TO BE EFFECTIVE FOR CALENDAR YEAR 2014. JFNA NOW RECORDS SUCH ALLOCATIONS AS REVENUE AND EXPENSES RATHER THAN LIABILITIES.

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 OF TAX-EXEMPT BONDS BY FED. AND THEIR AFFILIATESPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED ISRAEL APPEALINCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN131760102EIN
Primary ActivitiesADMINISTERS/SUPERVISES FUNDS 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
B$209,575,000GRANTS
UNITED ISRAEL APPEAL INC
P$646,000UIA EXPENSES PAID BY JNFA

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 AS EXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES.