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THE JEWISH FEDERATIONS OF NORTH AMERICA INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC (EIN 13-1624240)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-05
IRS object ID
201541259349301014
Schema version
2013v4.0
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)
Return2015-05-05T11:20:26-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131517563PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATIONS OF NORTH AMERICA INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone2122846500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY NO 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041010ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAMELA ZALTSMANPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2122846500PhoneNum
Signature2015-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonISRAEL TANNENBAUMPreparerPersonNm
PTINP01589203PTIN
Phone2128674000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAMELA ZALTSMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY NO 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041010ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$193,012,152GrossReceiptsAmt
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 Body128VotingMembersGoverningBodyCnt
Voting Members Independent128VotingMembersIndependentCnt
Total Employee151TotalEmployeeCnt
Total Volunteers171TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,628,000PYContributionsGrantsAmt
CY Contributions Grants$171,274,856CYContributionsGrantsAmt
PY Program Service Revenue$14,266,735PYProgramServiceRevenueAmt
CY Program Service Revenue$12,199,010CYProgramServiceRevenueAmt
PY Investment Income$1,135,352PYInvestmentIncomeAmt
CY Investment Income$1,233,151CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$49,030,087PYTotalRevenueAmt
CY Total Revenue$184,707,017CYTotalRevenueAmt
PY Grants And Similar Paid$5,300,902PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$89,174,930CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$22,818,389PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,764,235CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$278,767PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,261,000CYTotalFundraisingExpenseAmt
PY Other Expenses$20,804,590PYOtherExpensesAmt
CY Other Expenses$22,958,970CYOtherExpensesAmt
PY Total Expenses$49,202,648PYTotalExpensesAmt
CY Total Expenses$132,898,135CYTotalExpensesAmt
PY Revenues Less Expenses-$172,561PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$51,808,882CYRevenuesLessExpensesAmt
Total Assets BOY$177,148,645TotalAssetsBOYAmt
Total Assets EOY$179,149,649TotalAssetsEOYAmt
Total Liabilities BOY$116,853,380TotalLiabilitiesBOYAmt
Total Liabilities EOY$63,016,256TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,295,265NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$116,133,393NetAssetsOrFundBalancesEOYAmt
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$21,568,056ExpenseAmt
Revenue$8,439,251RevenueAmt
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 Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,014,454ExpenseAmt
Revenue$3,184,552RevenueAmt
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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,367,987ExpenseAmt
Revenue$525,207RevenueAmt
DescTALENT: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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDescGrantGrantAmt
$1,913,896$50,000ISRAEL & 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.
$83,400,000GRANTS TO UIA,JDC, ORT & IEC$83,400,000
$1,297,208POSITIONING 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.
$5,774,930GRANTS: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.$5,774,930
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$92,386,034TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$89,174,930TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$50,000TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$122,336,531TotalProgramServiceExpensesAmt
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 Document206IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee151EmployeeCnt
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 Members128GoverningBodyVotingMembersCnt
Independent Voting Member128IndependentVotingMemberCnt
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 ZALTSMANBusinessNameLine1
FieldValueIRS element (for citing)
Phone2122846500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10004ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (142 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL D SIEGAL
CHAIR OF THE BOARD20.00Yes (X)Yes (X)$0$0$0
DIANE S FEINBERG
CHAIR OF EXEC COMMITTEE20.00Yes (X)Yes (X)$0$0$0
STEPHEN J SILVERMAN
TREASURER20.00Yes (X)Yes (X)$0$0$0
LINDA A HURWITZ
NAT. CAMPAIGN CHAIR10.00Yes (X)Yes (X)$0$0$0
SHERYL KIMERLING
VICE CHAIR OF THE BOARD10.00Yes (X)Yes (X)$0$0$0
ROBERT G KUCHNER
ASSISTANT TREASURER10.00Yes (X)Yes (X)$0$0$0
CYNTHIA D SHAPIRA
SECRETARY10.00Yes (X)Yes (X)$0$0$0
MARK WILF
VICE CHAIR OF THE BOARD10.00Yes (X)Yes (X)$0$0$0
CARYN 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
HARVEY BARNETT
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL BARRY
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
JAMES BERG
TRUSTEE1.00Yes (X)$0$0$0
ANDREW BERGER
TRUSTEE1.00Yes (X)$0$0$0
RICHARD BERNSTEIN
TRUSTEE1.00Yes (X)$0$0$0
ROBERT BERRIN
TRUSTEE1.00Yes (X)$0$0$0
LESLIE BIDER
TRUSTEE1.00Yes (X)$0$0$0
BRIAN BILZIN
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL BOHNEN
TRUSTEE1.00Yes (X)$0$0$0
MEROM BRACHMAN
TRUSTEE1.00Yes (X)$0$0$0
DENIS BRAHAM
TRUSTEE1.00Yes (X)$0$0$0
DAVID BROWN
TRUSTEE1.00Yes (X)$0$0$0
CECELIA BROWN
TRUSTEE1.00Yes (X)$0$0$0
DAVID BUTLER
TRUSTEE1.00Yes (X)$0$0$0
RENEE CHELM
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
RUTH DAVIDSON
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
CLAUDIA FELSON
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
HOWARD FRIEDMAN
TRUSTEE1.00Yes (X)$0$0$0
SHARON GAINES
TRUSTEE1.00Yes (X)$0$0$0
LESLIE GALES
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GELMAN
TRUSTEE1.00Yes (X)$0$0$0
BETH GOLDSMITH
TRUSTEE1.00Yes (X)$0$0$0
ERIC GOLDSTEIN
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GROSSMAN
TRUSTEE1.00Yes (X)$0$0$0
ANDREW GROVEMAN
TRUSTEE1.00Yes (X)$0$0$0
JAMES 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
MICHELE HYMAR BLITZ
TRUSTEE1.00Yes (X)$0$0$0
HARRY IMMERMAN
TRUSTEE1.00Yes (X)$0$0$0
DEVRA JAFFE-BERKOWITZ
TRUSTEE1.00Yes (X)$0$0$0
SHARON JANKS
TRUSTEE1.00Yes (X)$0$0$0
BETH KAPLAN
TRUSTEE1.00Yes (X)$0$0$0
THOMAS KASTEN
TRUSTEE1.00Yes (X)$0$0$0
BRIAN KATZ
TRUSTEE1.00Yes (X)$0$0$0
ROBIN KAUFFMAN SARAN
TRUSTEE1.00Yes (X)$0$0$0
JODY KAUFMAN LOEWENSTEIN
TRUSTEE1.00Yes (X)$0$0$0
EVELYN KENVIN
TRUSTEE1.00Yes (X)$0$0$0
WAYNE KIMMEL
TRUSTEE1.00Yes (X)$0$0$0
JENNIFER KORACH
TRUSTEE1.00Yes (X)$0$0$0
JOCELYN KRIFCHER
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
ELYSE LACKIE
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL LEBOVITZ
TRUSTEE1.00Yes (X)$0$0$0
DARREN LEDERFINE
TRUSTEE1.00Yes (X)$0$0$0
MARY BETH LEIBOWITZ
TRUSTEE1.00Yes (X)$0$0$0
LIZA LEVY
TRUSTEE1.00Yes (X)$0$0$0
KEITH LIBMAN
TRUSTEE1.00Yes (X)$0$0$0
ANNABEL LINDENBAUM
TRUSTEE1.00Yes (X)$0$0$0
ARTHUR LORING
TRUSTEE1.00Yes (X)$0$0$0
KATHY MANNING
TRUSTEE1.00Yes (X)$0$0$0
ZVI MARANS
TRUSTEE1.00Yes (X)$0$0$0
FLORINE MARK
TRUSTEE1.00Yes (X)$0$0$0
ROBERT MILLSTONE
TRUSTEE1.00Yes (X)$0$0$0
NANCY MIMOUN
TRUSTEE1.00Yes (X)$0$0$0
GAIL NORRY
TRUSTEE1.00Yes (X)$0$0$0
JULIE ORECK
TRUSTEE1.00Yes (X)$0$0$0
MARCIE ORLEY
TRUSTEE1.00Yes (X)$0$0$0
KAREN PACK
TRUSTEE1.00Yes (X)$0$0$0
SELENA PAPERMAN
TRUSTEE1.00Yes (X)$0$0$0
ANN PAVA
TRUSTEE1.00Yes (X)$0$0$0
LOUIS PLUNG
TRUSTEE1.00Yes (X)$0$0$0
DAVID PRATT
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY RASANSKY
TRUSTEE1.00Yes (X)$0$0$0
HESCHEL RASKAS
TRUSTEE1.00Yes (X)$0$0$0
CHARLES RATNER
TRUSTEE1.00Yes (X)$0$0$0
LINDA RAVVIN
TRUSTEE1.00Yes (X)$0$0$0
SHEPARD REMIS
TRUSTEE1.00Yes (X)$0$0$0
LESLIE ROSENTHAL
TRUSTEE1.00Yes (X)$0$0$0
NANCY SAGE
TRUSTEE1.00Yes (X)$0$0$0
PAULA SAGINAW
TRUSTEE1.00Yes (X)$0$0$0
ELLEN SARNOFF
TRUSTEE1.00Yes (X)$0$0$0
SHERRIE SAVETT
TRUSTEE1.00Yes (X)$0$0$0
STEVEN SCHECK
TRUSTEE1.00Yes (X)$0$0$0
JUDITH SCHLOSSBERG
TRUSTEE1.00Yes (X)$0$0$0
SKIP SCHRAYER
TRUSTEE1.00Yes (X)$0$0$0
SAMMY SCHULMAN
TRUSTEE1.00Yes (X)$0$0$0
STEVEN SCHWARZ
TRUSTEE1.00Yes (X)$0$0$0
SSTEPHEN SELIG
TRUSTEE1.00Yes (X)$0$0$0
HOPE SILVERMAN
TRUSTEE1.00Yes (X)$0$0$0
DAVID SILVERS
TRUSTEE1.00Yes (X)$0$0$0
GREGORY SIWAK
TRUSTEE1.00Yes (X)$0$0$0
TERRI SMOOKE
TRUSTEE1.00Yes (X)$0$0$0
LISA SMUKLER
TRUSTEE1.00Yes (X)$0$0$0
EDGAR SNYDER
TRUSTEE1.00Yes (X)$0$0$0
DAVID STEIRMAN
TRUSTEE1.00Yes (X)$0$0$0
SUSAN STERN
TRUSTEE1.00Yes (X)$0$0$0
DIANE SWITZER
TRUSTEE1.00Yes (X)$0$0$0
AMY TOLTZ-MILLER
TRUSTEE1.00Yes (X)$0$0$0
PATRICIA UHLMANN
TRUSTEE1.00Yes (X)$0$0$0
LISA WALLACK
TRUSTEE1.00Yes (X)$0$0$0
NAT WASSERSTEIN
TRUSTEE1.00Yes (X)$0$0$0
STUART WEINBLATT
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL WEINER
TRUSTEE1.00Yes (X)$0$0$0
SUSAN WEISS FIRESTONE
TRUSTEE1.00Yes (X)$0$0$0
PAUL WOLFF
TRUSTEE1.00Yes (X)$0$0$0
ANDREA YABLON
TRUSTEE1.00Yes (X)$0$0$0
GERALD YANOWITZ
TRUSTEE1.00Yes (X)$0$0$0
FRED ZIMMERMAN
TRUSTEE1.00Yes (X)$0$0$0
JONATHAN LICHTER
ASSISTANT SECRETARY40.00Yes (X)$32,639$0$15,902
REBECCA PORATH
GENERAL COUNSEL40.00Yes (X)$126,800$0$29,696
PAMELA ZALTSMAN
CHIEF FINANCIAL OFFICER40.00Yes (X)$157,878$52,626$19,174
GERRALD SILVERMAN
PRESIDENT, CEO40.00Yes (X)$672,358$0$51,538
MARK GURVIS
EXECUTIVE VICE PRES.40.00Yes (X)$102,171$0$10,285
REBECCA CASPI
DIRECTOR GENERAL40.00$308,378$0$32,964Yes (X)
WILLIAM DAROFF
VICE PRESIDENT40.00$271,602$0$33,675Yes (X)
PAUL KANE
SENIOR ADVISOR40.00$228,733$0$43,187Yes (X)
DANIEL ALLEN
SENIOR VICE PRESIDENT40.00$92,901$139,352$46,924Yes (X)
JOSEPH IMBERMAN
ASSISTANT VICE PRESIDENT40.00$221,075$0$54,533Yes (X)
STEPHEN CUPERTINO
CIO40.00$175,594$0$44,603Yes (X)
REBECCA SOBELMAN-STERN
VP,CONSULTING & COMM DEVELOPMENT40.00$201,474$0$12,398Yes (X)
MARTIN GREENBERG
ASSOC. VP OF COMM ENGAGEMENT40.00$184,205$0$44,641Yes (X)
BETH MANN
VP, INSTITUTIONAL ADVANCEMENT40.00$182,391$0$27,827Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,958,199TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$191,978TotReportableCompRltdOrgAmt
Total Other Compensation$467,347TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K47IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
VECTOR MEDIA GROUPINC
18 WEST 21ST STREETNEW YORKNY10010WEBSITE DEVELOPMENT$464,315
BLACKBAUD INC
PO BOX 930256ATLANTAGA311930256FED. DONOR MANAGEMENT SYSTEM$426,972
WYNDHAM JADE
2500 PLANOTEXASTX75093MEETING LOGISTIC REGISTRATION$395,498
FUSION LABS INC
PO BOX 123161DALLASTX75312FED. DONOR MANAGEMENT SYSTEM$302,100
DEBORAH SMITH
9566 GULFSHORE DRIVENAPLESFL34108MGT AND TRAINING CONSULTANT$292,727
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
All Other Contributions$171,274,856AllOtherContributionsAmt
Total Contributions$171,274,856TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FUNDRAISING900099$8,439,251$8,439,251
POWER OF COLLECTIVE900099$3,184,552$3,184,552
TALENT900099$525,207$525,207
ISRAEL & OVERSEAS900099$50,000$50,000
FieldValueIRS element (for citing)
Total Program Service Revenue$12,199,010TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$636,915TotalRevenueColumnAmt
Exclusion$636,915ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,901,371SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,305,135SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$596,236SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$596,236TotalRevenueColumnAmt
Exclusion$596,236ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,707,017TotalRevenueColumnAmt
Related Or Exempt Func Income$12,199,010RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,233,151ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$87,758,818TotalAmt
Program Services$87,758,818ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,416,112TotalAmt
Program Services$1,416,112ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,427,720TotalAmt
Program Services$1,626,573ProgramServicesAmt
Management And General$582,653ManagementAndGeneralAmt
Fundraising$218,494FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,937,200TotalAmt
Program Services$9,189,391ProgramServicesAmt
Management And General$3,452,952ManagementAndGeneralAmt
Fundraising$1,294,857FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$899,656TotalAmt
Program Services$602,770ProgramServicesAmt
Management And General$215,917ManagementAndGeneralAmt
Fundraising$80,969FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,243,182TotalAmt
Program Services$1,458,372ProgramServicesAmt
Management And General$570,771ManagementAndGeneralAmt
Fundraising$214,039FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,256,477TotalAmt
Program Services$841,840ProgramServicesAmt
Management And General$301,554ManagementAndGeneralAmt
Fundraising$113,083FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$72,000TotalAmt
Program Services$64,800ProgramServicesAmt
Management And General$6,480ManagementAndGeneralAmt
Fundraising$720FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$142,000TotalAmt
Program Services$127,800ProgramServicesAmt
Management And General$12,780ManagementAndGeneralAmt
Fundraising$1,420FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$804,975TotalAmt
Program Services$804,975ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$179,604TotalAmt
Management And General$179,604ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,110,075TotalAmt
Program Services$2,780,297ProgramServicesAmt
Management And General$296,800ManagementAndGeneralAmt
Fundraising$32,978FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$383,000TotalAmt
Program Services$319,000ProgramServicesAmt
Management And General$20,000ManagementAndGeneralAmt
Fundraising$44,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$884,780TotalAmt
Program Services$362,760ProgramServicesAmt
Management And General$513,172ManagementAndGeneralAmt
Fundraising$8,848FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,382,000TotalAmt
Program Services$2,143,800ProgramServicesAmt
Management And General$214,380ManagementAndGeneralAmt
Fundraising$23,820FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,806,713TotalAmt
Program Services$2,735,000ProgramServicesAmt
Management And General$1,027,000ManagementAndGeneralAmt
Fundraising$44,713FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,284,673TotalAmt
Program Services$906,827ProgramServicesAmt
Management And General$257,337ManagementAndGeneralAmt
Fundraising$120,509FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,975,397TotalAmt
Program Services$3,563,396ProgramServicesAmt
Management And General$399,268ManagementAndGeneralAmt
Fundraising$12,733FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$599,223TotalAmt
Program Services$533,309ProgramServicesAmt
Management And General$59,922ManagementAndGeneralAmt
Fundraising$5,992FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$346,284TotalAmt
Program Services$308,194ProgramServicesAmt
Management And General$34,628ManagementAndGeneralAmt
Fundraising$3,462FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISSIONDesc
Total$3,345,000TotalAmt
Program Services$3,345,000ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,643,246TotalAmt
Program Services$1,447,497ProgramServicesAmt
Management And General$155,386ManagementAndGeneralAmt
Fundraising$40,363FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$132,898,135TotalAmt
Program Services$122,336,531ProgramServicesAmt
Management And General$8,300,604ManagementAndGeneralAmt
Fundraising$2,261,000FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,303,390BOYAmt
EOY$7,764,725EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,406,338BOYAmt
EOY$2,961,653EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,431,205BOYAmt
EOY$38,380,204EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$56,937,080BOYAmt
EOY$54,825,185EOYAmt

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$3,554,603BOYAmt
EOY$4,549,840EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,757,821LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,573,349LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,708,043BOYAmt
EOY$5,184,472EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,649,610BOYAmt
EOY$31,942,767EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$29,804,508BOYAmt
EOY$33,160,935EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$348,375BOYAmt
EOY$374,375EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$177,148,645BOYAmt
EOY$179,149,649EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$22,619,594BOYAmt
EOY$23,890,697EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,474,343BOYAmt
EOY$14,758,559EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,759,443BOYAmt
EOY$24,367,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$116,853,380BOYAmt
EOY$63,016,256EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,201,021BOYAmt
EOY$51,254,674EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$49,047,966BOYAmt
EOY$56,670,451EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,046,278BOYAmt
EOY$8,208,268EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,295,265BOYAmt
EOY$116,133,393EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$177,148,645BOYAmt
EOY$179,149,649EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$51,808,882ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,504,087NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,474,841OtherChangesInNetAssetsAmt
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$34,737,311CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,960,713CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,296,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,628,000CurrentTaxYearMinus1YearAmt
Current Tax Year$171,274,856CurrentTaxYearAmt
Total$312,897,692TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,737,311CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,960,713CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,296,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,628,000CurrentTaxYearMinus1YearAmt
Current Tax Year$171,274,856CurrentTaxYearAmt
Total$312,897,692TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$312,897,692PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$765,495CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$809,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$916,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$732,745CurrentTaxYearMinus1YearAmt
Current Tax Year$636,915CurrentTaxYearAmt
Total$3,861,208TotalAmt
FieldValueIRS element (for citing)
Total Support$316,758,900TotalSupportAmt
Gross Receipts Rltd Activities$5,222,714GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98780PublicSupportCY170Pct
Public Support PY1700.97620PublicSupportPY170Pct
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$160,995FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$643,980FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$804,975FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$131,738,762FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$132,543,737FilingOrganizationsTotalAmt

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$472,057CurrentYearMinus3Amt
Current Year Minus2$512,543CurrentYearMinus2Amt
Current Year Minus1$627,109CurrentYearMinus1Amt
Current Year$643,980CurrentYearAmt
Total$2,255,689TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$118,014CurrentYearMinus3Amt
Current Year Minus2$128,136CurrentYearMinus2Amt
Current Year Minus1$156,777CurrentYearMinus1Amt
Current Year$160,995CurrentYearAmt
Total$563,922TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$845,883GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,174,107BeginningYearBalanceAmt
Contributions$291,000ContributionsAmt
End Year Balance$21,465,107EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,574,107BeginningYearBalanceAmt
Contributions$600,000ContributionsAmt
End Year Balance$21,174,107EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.22000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.42000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.36000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$6,936,625InvestmentCostOrOtherBasisAmt
Depreciation$2,072,144DepreciationAmt
Book Value$4,864,481BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,821,196InvestmentCostOrOtherBasisAmt
Depreciation$3,501,205DepreciationAmt
Book Value$319,991BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,184,472TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$18,660,484F
LIMITED LIABILITY CORP$14,500,451F
FieldValueIRS element (for citing)
Total Book Value Securities$33,160,935TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAMOUNTS HELD FOR DISTRIBUTION TO OTHERS AND OTHER EXPENSESDesc
Amt$24,367,000Amt
FieldValueIRS element (for citing)
Total Liability$24,367,000TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$357,510,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,504,587NetUnrealizedGainsInvstAmt
Other Revenue$234,795,000OtherRevenueAmt
Revenue Not Reported$240,299,587RevenueNotReportedAmt
Revenue Subtotal$117,210,413RevenueSubtotalAmt
Investment Expenses Not Incld$179,604InvestmentExpensesNotIncldAmt
Other Revenues Not Included$67,317,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$67,496,604RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$184,707,017TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$307,408,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$242,006,469OtherExpensesIncludedAmt
Expenses Not Reported$242,006,469ExpensesNotReportedAmt
Expenses Subtotal$65,401,531ExpensesSubtotalAmt
Investment Expenses Not Incld2$179,604InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$67,317,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$67,496,604ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$132,898,135TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:UIA ELIMINATION ENTRY 234,795,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:JFNA/UIA ELIMINATION ENTRY 67,317,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS:UIA EXPENSES 242,006,469.
PART XII, LINE 4B - OTHER ADJUSTMENTS:JFNA/UIA ELIMINATION ENTRY 67,317,000.
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 $234,795,000 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) $242,006,469
PART X, LINE 2JFNA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2011 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
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

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionMIDDLE EAST AND NORTHERN AFRICARegionTxt
Offices1OfficesCnt
Employee27EmployeeCnt
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$10,340,157RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees27SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee27TotalEmployeeCnt
Subtotal Spent$10,340,157SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$10,340,157TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
MIDDLE EAST AND NORTH AFRICAVOCATIONAL TRAINING$1,062,084WIRE TRANSFERFMV
EUROPE (INCLUDING ICELAND & GREENLAND)VOCATIONAL TRAINING$354,028WIRE TRANSFERFMV
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
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 (27 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/Country
SECURE COMMUNITY NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004201437733501(C)(3)$350,000NATIONAL JEWISH NON-PROFIT HOMELAND SECURITY INITIATIVE
HILLEL FOUNDATION
800 EIGHTH STREET NWWASHINGTONDC20001521844823501(C)(3)$15,000THANKSGIVING DINNER FOR US STUDENTS WHO STUDY IN ISRAEL
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE - JDC
711 3RD AVENUENEW YORKNY10017131656634501(C)(3)$15,203,888JEWISH RENEWAL AND CONTINUITY AND DISASTER RELIEF
UNITED ISRAEL APPEAL
25 BROADWAY SUITE 1700NEW YORKNY10004131760102501(C)(3)$66,780,000PROGRAM SVCS RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY
NEW YORK UNIVERSITY
29 WASHINGTON SQUARENEW YORKNY10011135562308501(C)(3)$20,000SCHOLARSHIP
HEBREW UNION COLLEGE
3101 CLIFTON AVENUECINCINNATIOH45220310537067501(C)(3)$57,391SCHOLARSHIP
BRANDIES UNIVERSITY
415 SOUTH STREETWALTHAMMA02453042103552501(C)(3)$7,622SCHOLARSHIP
JEWISH FED OF ATLANTIC & CAPE MAY COUNTIES
501 NORTH JEROME AVENUEMARGATENJ08402210632971501(C)(3)$282,049HURRICANE
JEWISH FED OF GREATER MONMOUTH COUNTY
960 HOLMDEL ROAD BLDG 11 2ND FLOORHOLMDELNJ07733222041946501(C)(3)$516,462HURRICANE SANDY
JEWISH FED OF OCEAN COUNTY
301 MADISON AVENUELAKEWOODNJ08701222140175501(C)(3)$68,153HURRICANE
JEWISH FEDERATIONS OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022510172429501(C)(3)$150,000HURRICANE SANDY
UNITED JEWISH FEDERATION OF METROWEST
901 ROUTE 10EWHIPPANYNJ079811156221487222501(C)(3)$50,000HURRICANE SANDY
CENTER FOR CREATIVE LEADERSHIP
ONE LEADERSHIP PLACEGREENSBORONC27410237079591501(C)(3)$13,360TUITION
COLUMBIA UNIVERSITY
116TH STREET BROADWAYNYNY10027135598093501(C)(3)$20,000SCHOLARSHIP
WILLIAM BREMAN JEW HERITAGE MUSEUM
1440 SPRING STREETATLANTAGA30309020541872501(C)(3)$25,000LEGACY PROJECT
GREATER MIAMI JEW FEDERATIONS
4200 BISCAYNE BLVDMIAMIFL33137590624404501(C)(3)$66,000JEWISH LEGACY
JEWISH FEDERATION OF DELAWARE
101 GARDEN OF EDEN ROADWILMINGTONDE19803510064315501(C)(3)$30,000JEWISH LEGACY
FOUNDATION FOR CHARLOTTE JEW COMMUNITIES
220 N TYRON STREETCHARLOTTENC28202311501858501(C)(3)$30,000JEWISH LEGACY
ALLIED JEWISH FED OF COLORADO
300 S DAHLIA STREET STE 300DENVERCO80246840402662501(C)(3)$200,000DISASTER RELIEF
JEWISH FED OF OKLAHOMA CITY
710 W WILSHIRE CREEK BLVD STE COKLAHOMA CITYOK73116730579276501(C)(3)$463,000TORNADO DISASTER RELIEF
JEWISH FED OF GREATER MIDDLESEX COUNTY
230 OLD BRIDGE TURNPIKESOUTH RIVERNJ08882221500549501(C)(3)$92,479HURRICANE
CHABAD OF HOBOKEN
80 PARK AVENUEHOBOKENNJ07030770614128501(C)(3)$7,500HURRICANE SANDY
ISAIAH FUND CO ARC JEW PARTNERSHIP BY JUSTICE
330 7TH AVENUENYNY10001521332694501(C)(3)$100,000SANDY DISASTER RELIEF
JEWISH DISASTER RESPONSE CORPS
25 BROADWAY SUITE 1700NYNY10004800517696501(C)(3)$161,000HURRICANE & TORNADO
JEWISH FEDERATION OF CALGARY
830002681501(C)(3)$20,000CALGARY FLOODS1607 90TH AVENUE SWCALGARY T2V 4VT ABCA
JEWISH FEFERATION OF PEORIA
200W PIONEER PKWY STE 10BPEORIAIL61615370697159501(C)(3)$10,000DISASTER RELIEF
JEWISH FED OF GREATER INDIANAPOLIS
6705 HOOVER ROADINDIANAPOLISIN46260350888017501(C)(3)$5,000DISASTER
FieldValueIRS element (for citing)
Total501c3 Org27Total501c3OrgCnt

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)
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 (12 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$126,577$0$0$0$223$0$2,735$0$26,961$0$156,496$0$0$0
PAMELA ZALTSMAN
CHIEF FINANCIAL OFFICER$157,109$52,370$0$0$769$256$12,187$4,062$2,194$731$172,259$57,419$0$0
GERRALD SILVERMAN
PRESIDENT, CEO$669,283$0$0$0$3,075$0$21,015$0$30,523$0$723,896$0$0$0
REBECCA CASPI
DIRECTOR GENERAL$308,378$0$0$0$0$0$21,204$0$11,760$0$341,342$0$0$0
WILLIAM DAROFF
VICE PRESIDENT$270,688$0$0$0$914$0$9,581$0$24,094$0$305,277$0$0$0
PAUL KANE
SENIOR ADVISOR$224,193$0$0$0$4,540$0$24,919$0$18,268$0$271,920$0$0$0
DANIEL ALLEN
SENIOR VICE PRESIDENT$91,531$137,297$0$0$1,370$2,055$6,573$9,860$12,196$18,295$111,670$167,507$0$0
JOSEPH IMBERMAN
ASSISTANT VICE PRESIDENT$214,958$0$0$0$6,117$0$24,070$0$30,463$0$275,608$0$0$0
STEPHEN CUPERTINO
CIO$173,957$0$0$0$1,637$0$13,191$0$31,412$0$220,197$0$0$0
REBECCA SOBELMAN-STERN
VP,CONSULTING & COMM DEVELOPMENT$200,509$0$0$0$965$0$9,536$0$2,862$0$213,872$0$0$0
MARTIN GREENBERG
ASSOC. VP OF COMM ENGAGEMENT$181,608$0$0$0$2,597$0$15,263$0$29,378$0$228,846$0$0$0
BETH MANN
VP, INSTITUTIONAL ADVANCEMENT$181,490$0$0$0$901$0$13,252$0$14,575$0$210,218$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J PART 11PAM ZALTSMAN'S SALARY IS EXPENSED 75% TO JFNA AND 25% TO UIA. DANIEL ALLEN'S SALARY IS EXPENSED 60% TO UIA AND 40% TO JFNA.
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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 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
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 2013. -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.
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 -1,474,841.
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 THE NET ASSETS OF $3,201,021.00 INCORPORATES AN ACCRUAL FOR THE ACTUARIALLY DETERMINED PENSION LIABILITY OF $10,748,000.00. THE PENSION LIABILITY IS TO BE PAID OVER MANY YEARS AND IS SUBJECT TO SIGNIFICANT REDUCTION AS INTEREST RATES RISE. THE NET ASSETS BALANCE FROM OPERATIONS EXCLUSIVE OF THE PENSION LIABILITY IS A POSITIVE BALANCE OF $13,949,021.00
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 VIII, IX, XPRIOR TO JANUARY 2014 THE UNRESTRICTED ALLOCATIONS FROM COMMUNITIES FOR DISTRIBUTION TO UIA/JAFI AND JDC WERE GOVERNED BY AN AGREEMENT BETWEEN JAFI AND JDC. JFNA TREATED THE INCOME RECEIVED AS AGENCY TRANSACTIONS HELD ON BEHALF OF THE BENEFICIARY AGENCIES AND RECORDED A LIABILITY UPON 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 LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10004ZIPCode
FieldValueIRS element (for citing)
EIN352221732EIN
Primary ActivitiesFACILITATES THE ISSUANCE OF TAX-EXEMPT BONDS BY FED. AND THEIR AFFILIATESPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Total Income$365,258TotalIncomeAmt
End Of Year Assets$24,092EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED ISRAEL APPEALINCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10004ZIPCode
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 INCBusinessNameLine1
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$66,780,000GRANTS
UNITED ISRAEL APPEAL INC
P$537,000UIA 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.