JEWISH FEDERATION OF CINCINNATI: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF CINCINNATI (EIN 31-0537174)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349300712
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T07:12:26-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Cincinnati | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5139851500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45236 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan Fagin | PersonNm |
| Person Title | Chief Operating Officer | PersonTitleTxt |
| Phone | 5139851500 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Shepard H Englander | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,206,428 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jewishcincinnati.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Jewish Federation of Cincinnati brings our community together to care for Jews. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,306,197 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,989,287 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $597,565 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $173,381 | CYProgramServiceRevenueAmt |
| PY Investment Income | $551,149 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,461,229 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,450 | PYOtherRevenueAmt |
| CY Other Revenue | $92,701 | CYOtherRevenueAmt |
| PY Total Revenue | $21,458,361 | PYTotalRevenueAmt |
| CY Total Revenue | $18,716,598 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,264,412 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,911,159 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,167,707 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,936,508 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,045,743 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,410,223 | PYOtherExpensesAmt |
| CY Other Expenses | $1,342,897 | CYOtherExpensesAmt |
| PY Total Expenses | $13,842,342 | PYTotalExpensesAmt |
| CY Total Expenses | $13,190,564 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,616,019 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,526,034 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,904,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,376,551 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,002,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,690,639 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,902,370 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,685,912 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,369,636 | ExpenseAmt |
| Grant | $8,792,764 | GrantAmt |
| Revenue | $64,091 | RevenueAmt |
| Desc | The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $862,255 | ExpenseAmt |
| Grant | $118,395 | GrantAmt |
| Revenue | $109,290 | RevenueAmt |
| Desc | The Federation has a shared business service program where it provides accounting,human resource, and IT services to various Jewish agencies in the Cincinnati area. They also have a security program providing secutiy initaitives to five other Jewish agencies in the Cincinnati area | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,231,891 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | OC | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Debbie Rapier | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139851500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45236 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| David Bernstein joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Jon Blatt | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Alan Brown | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Ken Cohen | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mitchell Cohen | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Nina Perlove Croog | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mike Dattner joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Jeff Epstein Left 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Barry Gibberman | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Gary Greenberg | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Cindy Guttman joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mark Heiman | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Ronnen Isakov joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Kabel Left 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Sandy Kaltman | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Tovah Kirschner joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Rabbi Sandford Kopnick | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Greg Landsman | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Andi Levenson | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Randy Moss | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Steven Pentelnik | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Jay Price | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Haviva Randolph | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Edie Rau Left 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Renee Roth Left 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Michelle Rothzeid joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Scott Samuelson joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mark Sass joined 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Abby Schwartz | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Beth Schwartz | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Phyliss Sewell | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Steve Shifman | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Shott Left 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| John Silverman | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Elliot Smith Left 5113 | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Walter Spiegel | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Marcie Bachrach | |||||||
| Vice President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Debbie Brant | |||||||
| Vice President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Fran Coleman | |||||||
| Vice President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jennifer Dauer | |||||||
| Vice President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Arna Poupko Fisher | |||||||
| Vice President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Hank Schneider | |||||||
| Vice President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Bret Caller | |||||||
| Past President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Marc Fisher Left 5113 | |||||||
| Past President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Beth Guttman | |||||||
| Past President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| William Freedman | |||||||
| Secretary/Treasurer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert Brant | |||||||
| Vice President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Suzette Fisher | |||||||
| Vice President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Tedd Friedman | |||||||
| Vice President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Andrew Berger | |||||||
| President | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Barb Miller | |||||||
| Director ofCommunity Buildin | 45.00 | $99,272 | $0 | $10,259 | Yes (X) | ||
| Shepard H Englander | |||||||
| CEO | 55.00 | $341,064 | $0 | $35,440 | Yes (X) | ||
| Christie Budynkiewicz | |||||||
| Chief Financial Officer | 55.00 | $135,951 | $0 | $18,388 | Yes (X) | ||
| Dan Fagin | |||||||
| COO | 55.00 | $129,763 | $0 | $12,405 | Yes (X) | ||
| Danielle V Minson | |||||||
| Director of Development | 55.00 | $139,085 | $0 | $13,266 | Yes (X) | ||
| Peg Bradner Hancock | |||||||
| Director of Shared Business Services | 55.00 | $103,099 | $0 | $19,912 | Yes (X) | ||
| Jim Friedman | |||||||
| Director of Planned Giving | 45.00 | $102,571 | $0 | $15,315 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,050,805 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,985 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Full Service Networking | |||||
| 9987 Carver Rd STE 130 | Cincinnati | OH | 45242 | Outsourced IT Work | $303,548 |
| Anthem BCBS OH Group | |||||
| PO Box 105673 | Atlanta | GA | 303485673 | Health Insurance | $173,969 |
| Fireman's Fund Insurance | |||||
| DEPT CH 10284 | Palatine | IL | 60055 | Business Insurance | $130,094 |
| Fifth Third Bank | |||||
| PO Box 740523 | Cincinnati | OH | 452740523 | Credit Card Processing Fees | $124,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $100,000 | FederatedCampaignsAmt |
| All Other Contributions | $15,889,287 | AllOtherContributionsAmt |
| Noncash Contributions | $3,464,806 | NoncashContributionsAmt |
| Total Contributions | $15,989,287 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Shared Business Service Fees | 900099 | $109,290 | $109,290 |
| Program Event Revenue | 900099 | $64,091 | $64,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $173,381 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $830,460 | TotalRevenueColumnAmt |
| Exclusion | $830,460 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,500 | TotalRevenueColumnAmt |
| Exclusion | $13,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,120,599 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,489,830 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,630,769 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,630,769 | TotalRevenueColumnAmt |
| Exclusion | $1,630,769 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Phil Funds Admin Fee | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $79,201 | TotalRevenueColumnAmt |
| Exclusion | $79,201 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $79,201 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,716,598 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,381 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,553,930 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,528,838 | TotalAmt |
| Program Services | $7,528,838 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,321 | TotalAmt |
| Program Services | $1,382,321 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,901 | TotalAmt |
| Program Services | $232,541 | ProgramServicesAmt |
| Management And General | $673,009 | ManagementAndGeneralAmt |
| Fundraising | $152,351 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,583 | TotalAmt |
| Program Services | $990,694 | ProgramServicesAmt |
| Fundraising | $531,889 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,234 | TotalAmt |
| Program Services | $33,652 | ProgramServicesAmt |
| Fundraising | $14,582 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,136 | TotalAmt |
| Program Services | $84,579 | ProgramServicesAmt |
| Management And General | $5,502 | ManagementAndGeneralAmt |
| Fundraising | $63,055 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,654 | TotalAmt |
| Program Services | $72,922 | ProgramServicesAmt |
| Management And General | $32,513 | ManagementAndGeneralAmt |
| Fundraising | $49,219 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,525 | TotalAmt |
| Program Services | $18,548 | ProgramServicesAmt |
| Management And General | $4,565 | ManagementAndGeneralAmt |
| Fundraising | $1,412 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,976 | TotalAmt |
| Program Services | $234,437 | ProgramServicesAmt |
| Management And General | $57,698 | ManagementAndGeneralAmt |
| Fundraising | $17,841 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,358 | TotalAmt |
| Program Services | $39,997 | ProgramServicesAmt |
| Management And General | $13,624 | ManagementAndGeneralAmt |
| Fundraising | $24,737 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,633 | TotalAmt |
| Program Services | $45,709 | ProgramServicesAmt |
| Management And General | $17,913 | ManagementAndGeneralAmt |
| Fundraising | $21,011 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,618 | TotalAmt |
| Program Services | $113,788 | ProgramServicesAmt |
| Management And General | $6,047 | ManagementAndGeneralAmt |
| Fundraising | $2,783 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,053 | TotalAmt |
| Program Services | $57,291 | ProgramServicesAmt |
| Management And General | $14,310 | ManagementAndGeneralAmt |
| Fundraising | $18,452 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,023 | TotalAmt |
| Program Services | $274,276 | ProgramServicesAmt |
| Management And General | $25,504 | ManagementAndGeneralAmt |
| Fundraising | $109,243 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,480 | TotalAmt |
| Program Services | $42,372 | ProgramServicesAmt |
| Management And General | $39,444 | ManagementAndGeneralAmt |
| Fundraising | $21,664 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,824 | TotalAmt |
| Program Services | $19,824 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Employee development | $57,153 | $32,441 | $14,123 | $10,589 |
| Auto expenses | $24,244 | $12,160 | $6,908 | $5,176 |
| Subscriptions and dues | $19,010 | $15,501 | $1,770 | $1,739 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,190,564 | TotalAmt |
| Program Services | $11,231,891 | ProgramServicesAmt |
| Management And General | $912,930 | ManagementAndGeneralAmt |
| Fundraising | $1,045,743 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,390,596 | BOYAmt |
| EOY | $12,609,870 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,195,779 | BOYAmt |
| EOY | $9,198,958 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,103 | BOYAmt |
| EOY | $431,186 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $36,277,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,306 | BOYAmt |
| EOY | $497,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,690,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,352,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,897 | BOYAmt |
| EOY | $1,338,003 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,920,804 | BOYAmt |
| EOY | $86,403,964 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,183,853 | BOYAmt |
| EOY | $6,743,364 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,490,370 | BOYAmt |
| EOY | $4,876,514 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,904,708 | BOYAmt |
| EOY | $158,376,551 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,016,679 | BOYAmt |
| EOY | $2,500,287 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,994,857 | BOYAmt |
| EOY | $4,304,259 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $36,277,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,990,802 | BOYAmt |
| EOY | $41,608,593 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,002,338 | BOYAmt |
| EOY | $84,690,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,460,153 | BOYAmt |
| EOY | $28,540,121 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,548,706 | BOYAmt |
| EOY | $32,467,393 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,893,511 | BOYAmt |
| EOY | $12,678,398 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,902,370 | BOYAmt |
| EOY | $73,685,912 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,904,708 | BOYAmt |
| EOY | $158,376,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,526,034 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,770,725 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $486,783 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,134,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,408,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,717,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,306,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,989,287 | CurrentTaxYearAmt |
| Total | $64,556,285 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,134,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,408,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,717,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,306,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,989,287 | CurrentTaxYearAmt |
| Total | $64,556,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,397,612 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,158,673 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $928,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $906,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,095,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $956,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $830,460 | CurrentTaxYearAmt |
| Total | $4,717,592 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,273,877 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,421,063 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 118 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 2 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $6,185,132 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $200,000 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $5,811,939 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $116,070 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,064,432 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $264,812 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,091,170 | BeginningYearBalanceAmt |
| Contributions | $1,460,904 | ContributionsAmt |
| Investment Earnings Or Losses | $2,307,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $676,611 | OtherExpendituresAmt |
| End Year Balance | $17,182,946 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,713,650 | BeginningYearBalanceAmt |
| Contributions | $1,447,121 | ContributionsAmt |
| Investment Earnings Or Losses | $1,458,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $528,590 | OtherExpendituresAmt |
| End Year Balance | $14,091,170 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,951,078 | BeginningYearBalanceAmt |
| Contributions | $554,954 | ContributionsAmt |
| Investment Earnings Or Losses | -$317,665 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $474,417 | OtherExpendituresAmt |
| End Year Balance | $11,713,950 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,730,579 | BeginningYearBalanceAmt |
| Contributions | $574,546 | ContributionsAmt |
| Investment Earnings Or Losses | $1,274,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $628,618 | OtherExpendituresAmt |
| End Year Balance | $11,951,078 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,465,796 | BeginningYearBalanceAmt |
| Contributions | $858,319 | ContributionsAmt |
| Investment Earnings Or Losses | $1,881,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $475,044 | OtherExpendituresAmt |
| End Year Balance | $10,730,579 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $670,587 | OtherCostOrOtherBasisAmt |
| Book Value | $670,587 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,255,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $959,327 | DepreciationAmt |
| Book Value | $296,117 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,127 | DepreciationAmt |
| Book Value | $12,269 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $648,007 | OtherCostOrOtherBasisAmt |
| Depreciation | $288,977 | DepreciationAmt |
| Book Value | $359,030 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,700 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,338,003 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Held for other agencies | $353,292 |
| Held for Jewish Community Center | $37,950,618 |
| Held for Jewish Family Services | $3,304,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,608,593 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,373,331 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,770,725 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,719,354 | OtherRevenueAmt |
| Revenue Not Reported | $8,490,079 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,883,252 | RevenueSubtotalAmt |
| Other Revenues Not Included | $833,346 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $833,346 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,716,598 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,589,790 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,232,572 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,232,572 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,357,218 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $833,346 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $833,346 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,190,564 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. |
| Part XI, Line 2d - Other Adjustments: | Changes in value of beneficial interest in perpetual trust 231,982. Change in Bond Guaranty Liability 254,800. Philanthropic Donations 3,232,572. |
| Part XI, Line 4b - Other Adjustments: | Grant Travel Studies 833,346. |
| Part XII, Line 2d - Other Adjustments: | Philanthropic Donations 3,232,572. |
| Part XII, Line 4b - Other Adjustments: | Grant Travel Studies 833,346. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investment in Alternative Investment | $2,320,656 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Alternative Investment | $4,152,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,473,364 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,473,364 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (86 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Adath Israel Congregation | ||||||||
| 3201 East Galbraith Rd | Cincinnati | OH | 45236 | 310537489 | 501 (c) (3) | $126,611 | S.E.E.D. and General Support | |
| American Friends of the Peres Center for Peace | ||||||||
| 200 S Biscayne Blvd Suite 1680 | Miami | FL | 33131 | 133940178 | 501 (c) (3) | $5,000 | General Support | |
| American Jewish Committee | ||||||||
| 105 W 4th Street | Cincinnati | OH | 45202 | 135563393 | 501 (c) (3) | $43,714 | General Support | |
| American Jewish Joint Distribution Committee | ||||||||
| 711 Third Avenue | New York | NY | 10017 | 131656634 | 501 (c) (3) | $14,600 | General Support | |
| Art Academy of Cincinnati | ||||||||
| 1212 Jackson Street | Cincinnati | OH | 45202 | 311601569 | 501 (c) (3) | $5,500 | Philanthropic Donations | |
| Arts Wave | ||||||||
| PO Box 630561 | Cincinnati | OH | 45263 | 310537138 | 501 (c) (3) | $23,050 | General Support | |
| Beth Adam Inc | ||||||||
| 10001 Loveland-Madeira Road | Cincinnati | OH | 45140 | 310993285 | 501 (c) (3) | $33,800 | Philanthropic Donations | |
| Beth Israel Synagogue | ||||||||
| 50 North Sixth | Hamilton | OH | 45011 | 310708269 | 501 (c) (3) | $14,000 | S.E.E.D. | |
| Birthright Israel Foundation | ||||||||
| 33 East 33 Street 7th Floor | New York | NY | 10016 | 134092050 | 501 (c) (3) | $20,500 | General Support | |
| Boys & Girls Club of Cincinnati | ||||||||
| 600 Dalton Avenue | Cincinnati | OH | 45203 | 310536965 | 501 (c) (3) | $12,850 | General Support | |
| Cambridge Charitable Foundation | ||||||||
| 105 E 4th St Ste 1200 | Cincinnati | OH | 45202 | 201938332 | 501 (c) (3) | $16,500 | General Support | |
| Camp Ashreinu | ||||||||
| c/o Mrs Ellen Pollock 2360 Vera A | Cincinnati | OH | 45237 | 311435998 | 501 (c) (3) | $14,548 | Day Camp Scholarships | |
| Camp Chabad | ||||||||
| 1863 Section Road | Cincinnati | OH | 45237 | 310163231 | 501 (c) (3) | $21,998 | Inclusion of Special Needs Campers | |
| Camp Livingston | ||||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | 316050765 | 501 (c) (3) | $15,500 | Camp Scholarships | |
| Camp Ramah | ||||||||
| 65 E Wacker Pl Ste 1200 | Chicago | IL | 60601 | 010564426 | 501 (c) (3) | $5,000 | General Support | |
| Cancer Support Community | ||||||||
| 4918 Cooper Road | Cincinnati | OH | 45242 | 311287785 | 501 (c) (3) | $18,500 | Philanthropic Donations | |
| Catholic Inner City Schools | ||||||||
| 100 East 8th Street | Cincinnati | OH | 45202 | 310538501 | 501 (c) (3) | $5,000 | General Support | |
| Cedar Village | ||||||||
| 5467 Cedar Village Drive | Mason | OH | 45040 | 311345871 | 501 (c) (3) | $233,283 | New Americans Community Support Service and General Support | |
| Cedar Village Foundation | ||||||||
| 5467 Cedar Village Drive | Mason | OH | 45040 | 272598846 | 501 (c) (3) | $40,330 | Philanthropic Donations, JFC Golf Classic Sponsor | |
| Center for Holocaust & Humanity Education | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | 205090993 | 501 (c) (3) | $88,980 | Holocaust Awareness Weeks: Israel & the Holocaust; General Support | |
| Chabad Jewish Cntr of Blue Ash | ||||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | 223796223 | 501 (c) (3) | $15,000 | General Support | |
| Chabad of Southern Ohio | ||||||||
| 1636 Summit Road | Cincinnati | OH | 45237 | 310163231 | 501 (c) (3) | $11,000 | General Support | |
| Children's Hospital Medical Center | ||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | 310833936 | 501 (c) (3) | $352,908 | General Support | |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Dr | Cincinnati | OH | 45202 | 310536653 | 501 (c) (3) | $602,700 | General Support | |
| Cincinnati Ballet Co Inc | ||||||||
| 1555 Central Parkway | Cincinnati | OH | 45214 | 316050354 | 501 (c) (3) | $32,500 | General Support | |
| Cincinnati Community Kollel | ||||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | 311426973 | 501 (c) (3) | $32,300 | General Support | |
| Cincinnati Country Day School | ||||||||
| 6908 Given Rd | Cincinnati | OH | 45243 | 310536970 | 501 (c) (3) | $12,771 | General Support | |
| Cincinnati Hebrew Day School | ||||||||
| 2222 Losantiville Road | Cincinnati | OH | 45237 | 310544741 | 501 (c) (3) | $382,823 | Scholarships/Financial Aid; general support | |
| Cincinnati Hillel | ||||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | 316068733 | 501 (c) (3) | $138,295 | Jewish Continuity and College Outreach | |
| Cincinnati Museum Center | ||||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | 310536653 | 501 (c) (3) | $10,000 | Philanthropic Donations | |
| Cincinnati Opera | ||||||||
| 1243 Elm St | Cincinnati | OH | 45202 | 310549044 | 501 (c) (3) | $15,100 | General Support | |
| Cincinnati Zoo | ||||||||
| 3400 Vine Street | Cincinnati | OH | 45220 | 310537171 | 501 (c) (3) | $12,000 | Philanthropic Donations | |
| Congregation B'nai Tzedek | ||||||||
| 6280 Kugler Mill Road | Cincinnati | OH | 45236 | 311301267 | 501 (c) (3) | $9,000 | S.E.E.D. | |
| Congregation Ohav Shalom | ||||||||
| 8100 Cornell Road | Cincinnati | OH | 45249 | 310626626 | 501 (c) (3) | $17,350 | S.E.E.D. and General Support | |
| Congregation Sha'arei Torah | ||||||||
| 2400 Section Road | Cincinnati | OH | 45237 | 451263585 | 501 (c) (3) | $5,850 | General Support | |
| Congregation Sh'arei Torah | ||||||||
| 8110 Plainfield Road | Cincinnati | OH | 45236 | 451263585 | 501 (c) (3) | $16,200 | Allocation and Philanthropic Donations | |
| Crayons to Computers | ||||||||
| 1350 Tennesse Ave | Cincinnati | OH | 45229 | 311507076 | 501 (c) (3) | $10,450 | General Support | |
| FreeStoreFoodBank | ||||||||
| 1250 Tennessee Avenue | Cincinnati | OH | 45229 | 237122205 | 501 (c) (3) | $28,700 | General Support | |
| Friends of Yemin Orde Inc | ||||||||
| 4340 East-West Highway Suite 202 | Rockville | MD | 20814 | 223090463 | 501 (c) (3) | $5,500 | General Support | |
| Golf Manor Synagogue | ||||||||
| 6442 Stover Avenue | Cincinnati | OH | 45237 | 310628603 | 501 (c) (3) | $56,025 | S.E.E.D. | |
| Hadassah the Women's Zionist Organization of America Inc | ||||||||
| 50 W 58th Street | New York | NY | 10019 | 131656651 | 501 (c) (3) | $5,000 | General Support | |
| Hebrew Union College | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | 310537067 | 501 (c) (3) | $9,560 | General Support and Scholarships | |
| HelpHopeLive Inc | ||||||||
| Two Radnor Corporate Center - Suite | Radnor | PA | 19087 | 521322317 | 501 (c) (3) | $5,800 | General Support | 100 100 Matsonford Road |
| Horizons HRS LTD | ||||||||
| 7547 Central Parke Blvd | Mason | OH | 45040 | 270493047 | 501 (c) (3) | $18,844 | General Support | |
| Isaac M Wise Temple | ||||||||
| 8329 Ridge Road | Cincinnati | OH | 45236 | 310536987 | 501 (c) (3) | $91,934 | S.E.E.D. and General Support | |
| Israel Cancer Research Fund | ||||||||
| 295 Madison Ave Suite 1030 | New York | NY | 10017 | 510181215 | 501 (c) (3) | $10,000 | General Support | |
| Israel Guide Dog Center | ||||||||
| 968 Easton Rd Ste H | Warrington | PA | 18976 | 232519029 | 501 (c) (3) | $5,500 | General Support | |
| JEEP - Jewish Education for Every Person Inc | ||||||||
| 1995 Section Road | Cincinnati | OH | 45237 | 204016862 | 501 (c) (3) | $5,218 | General Support | |
| Jewish Cemeteries of Greater | ||||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | 383711514 | 501 (c) (3) | $22,125 | General Support | |
| Jewish Community Foundation | ||||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | 591945109 | 501 (c) (3) | $22,772 | General Support | |
| Jewish Discovery Center | ||||||||
| 7587 Central Park Blvd | Mason | OH | 45040 | 311566575 | 501 (c) (3) | $17,100 | General Support | |
| Jewish Family Service | ||||||||
| 11223 Cornell Park Drive | Cincinnati | OH | 45242 | 310744786 | 501 (c) (3) | $634,247 | Family Life Education, Vital and Aging Services, General Support | |
| Jewish Federation of Palm Beach | ||||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | 590948696 | 501 (c) (3) | $18,000 | General Support | |
| Jewish National Fund | ||||||||
| 9918 Carver Road Suite 102 | Cincinnati | OH | 45242 | 131659627 | 501 (c) (3) | $37,100 | General Support | |
| Jewish Telegraphic Agency | ||||||||
| 24 West 30th Street 4th Floor | New York | NY | 10001 | 130887610 | 501 (c) (3) | $11,900 | Allocation | |
| JVS Career Services | ||||||||
| 10945 Reed Hartman Highway | Cincinnati | OH | 45236 | 310536671 | 501 (c) (3) | $171,492 | Allocation | |
| Kehillah Schechter Academy | ||||||||
| 1 Commerce Way | Norwood | MA | 02062 | 043043595 | 501 (c) (3) | $10,000 | General Support | |
| Kneseth Israel Congregation | ||||||||
| PO Box 37118 | Cincinnati | OH | 45222 | 310549055 | 501 (c) (3) | $14,000 | S.E.E.D. | |
| Lighthouse Youth Services Inc | ||||||||
| 1501 Madison Road | Cincinnati | OH | 45206 | 237046229 | 501 (c) (3) | $12,800 | General Support | |
| M A R C C | ||||||||
| 630 Vine Street Ste 606 | Cincinnati | OH | 45202 | 310744047 | 501 (c) (3) | $6,000 | Interdenominational Comm. Aff. | |
| Mayerson Jewish Community Center | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | 310536986 | 501 (c) (3) | $862,711 | Financial Aid, Programming Support, Senior Services, General Support | |
| Miami University Hillel | ||||||||
| 11 E Walnut Street | Oxford | OH | 45056 | 316068732 | 501 (c) (3) | $13,000 | Shabbat Dinners | |
| Northern Hills Synagogue | ||||||||
| 5714 Fields Ertel Road | Cincinnati | OH | 45249 | 310673600 | 501 (c) (3) | $20,468 | S.E.E.D. and General Support | |
| Ohio Innocence Project | ||||||||
| Accounts Receivable PO Box 691031 | Cincinnati | OH | 45269 | 316000989 | 501 (c) (3) | $10,000 | General Support | |
| Ohio Jewish Communities Inc | ||||||||
| 50 West Broad Street | Columbus | OH | 43215 | 311042915 | 501 (c) (3) | $35,752 | Government Affairs and General Support | |
| Ohio Valley Hillel Consortium | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 340714445 | 501 (c) (3) | $17,825 | Regional Hillel Consortium | |
| Rockdale Temple | ||||||||
| 8501 Ridge Road | Cincinnati | OH | 45236 | 310543299 | 501 (c) (3) | $30,149 | S.E.E.D. and General Support | |
| Rockwern Academy | ||||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | 310603959 | 501 (c) (3) | $436,434 | Tuition Aid Program and general support | |
| Ronald McDonald House | ||||||||
| 350 Erkenbrecher Ave | Cincinnati | OH | 45229 | 310965333 | 501 (c) (3) | $6,850 | General Support | |
| Seven Hills School | ||||||||
| 5400 Red Bank Road | Cincinnati | OH | 45227 | 310536666 | 501 (c) (3) | $35,918 | General Support | |
| Talbert House | ||||||||
| 2600 Victory Pkwy | Cincinnati | OH | 45206 | 310713350 | 501 (c) (3) | $5,650 | General Support | |
| Talmudical Institute of Upstate NY | ||||||||
| 769 Park Ave | Rochester | NY | 14607 | 161032869 | 501 (c) (3) | $6,000 | General Support | |
| Temple Israel of Sharon | ||||||||
| 125 Pond Street | Sharon | MA | 02067 | 042212162 | 501 (c) (3) | $10,000 | General Support | |
| Temple Sholom | ||||||||
| 3100 Longmeadow Lane | Cincinnati | OH | 45236 | 310584318 | 501 (c) (3) | $18,100 | S.E.E.D. | |
| The Cancer Support Community | ||||||||
| 4918 Cooper Road | Cincinnati | OH | 45242 | 311287785 | 501 (c) (3) | $9,100 | General Support | |
| The Jewish Federations of North America | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501 (c) (3) | $1,688,584 | General Support, JDC and JAFI Support, Birthright Israel Support | |
| United Way of Greater Cincinnati | ||||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | 310537502 | 501 (c) (3) | $295,500 | General Support | |
| University of Cincinnati | ||||||||
| Accounts Receivable PO Box 691031 | Cincinnati | OH | 45269 | 316000989 | 501 (c) (3) | $22,350 | Hilb/Philanthropic Donations | |
| University of Cincinnati Foundation | ||||||||
| PO Box 210021 | Cincinnati | OH | 45221 | 310896555 | 501 (c) (3) | $9,400 | Lichter Lecture Series and General Support | |
| University of Michigan | ||||||||
| Office of Gift Administration Dept | Palatine | IL | 60055 | 386006309 | 501 (c) (3) | $10,700 | Philanthropic Donations | CH10189 |
| Valley Temple | ||||||||
| 145 Springfield Pike | Cincinnati | OH | 45215 | 310744533 | 501 (c) (3) | $16,331 | S.E.E.D. and General Support | |
| Walnut Hills High School Alumni Foundation | ||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | 311449932 | 501 (c) (3) | $10,100 | Philanthropic Donations | |
| Workum Fund | ||||||||
| 9899 Mistymorn Lane | Cincinnati | OH | 45242 | 200071689 | 501 (c) (3) | $7,100 | General Support | |
| Xavier University | ||||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | 310537516 | 501 (c) (3) | $20,975 | Hilb/Philanthropic Donations | |
| Youth Centers of Israel | ||||||||
| 20 N Clark Street | Chicago | IL | 60602 | 510163781 | 501 (c) (3) | $5,000 | General Support | |
| YWCA of Cincinnati | ||||||||
| 1105 Elm Street | Cincinnati | OH | 45202 | 310537178 | 501 (c) (3) | $10,900 | General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 86 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Scholarships | 128 | $250,326 | FMV |
| Awards | 6 | $10,000 | FMV |
| Bar/Bat Mitzvah | 15 | $7,500 | FMV |
| PEGS Grants | 8 | $2,274 | FMV |
| Camping Grants | 212 | $278,875 | FMV |
| Israel Trips | 179 | $833,346 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | I. Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A. Agency Mission Statement B. Current listing of Agency's Board of Directors C. IRS Letter indicating tax-exempt status D) Projected program budget for 2013 or 2014 fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E) Actual program budget for 2013 or last completed fiscal year F) Estimated program budget for the rest of 2013 of current fiscal year. G. Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H. Overall organization's corresponding fiscal year budget (attached to each program application.) I. A copy of your audited financial statements for your most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site visits to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and the site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. Jewish Federation of Cincinnati reports grants on Schedule I to the Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedules F. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shepard H Englander | ||||||||||||||
| CEO | $296,705 | $0 | $16,000 | $0 | $28,359 | $0 | $14,930 | $0 | $20,510 | $0 | $376,504 | $0 | $0 | $0 |
| Christie Budynkiewicz | ||||||||||||||
| Chief Financial Officer | $120,831 | $0 | $0 | $0 | $15,120 | $0 | $6,042 | $0 | $12,346 | $0 | $154,339 | $0 | $0 | $0 |
| Danielle V Minson | ||||||||||||||
| Director of Development | $125,000 | $0 | $0 | $0 | $14,085 | $0 | $6,550 | $0 | $6,716 | $0 | $152,351 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1b | Discretionary dollars were donated for CEO's work in relation to organizational matters. |
| Part I, Line 4a | Christie Budynkiewicz, Former Chief Financial Officer received a severance payment of $21,677. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colorado Educational and Cultrual Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 840896727 | BondIssuerEIN |
| Bond Issued | 2013-11-01 | BondIssuedDt |
| Issue Price | $35,315,000 | IssuePriceAmt |
| Purpose | Financing costs to acquire, imporve and equip Jewish Community Center. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $35,315,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $205,000 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Megan Budynkiewicz | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Daughter of Christie Budynkiewicz | RelationshipDescriptionTxt |
| Transaction | $48,763 | TransactionAmt |
| Transaction | Wages and benefits | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 170 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,464,806 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | We use various brokers to sell donated stock. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Debbie Brant and Robert Brant have a family relationship; Arna Fisher, Marc Fisher and Suzette Fisher have a family relationship; Cindy Guttman and Beth Guttman have a family relationship; Gary Greenburg and Michelle Rothzeid have a family relationship; Alan Brown and Mark Heiman have a business relationship |
| Form 990, Part VI, Section B, line 11 | The Director of Finance and COO reviewed the 990 and a public disclosure copy was subsequently provided to the Board of Directors before filing. |
| Form 990, Part VI, Section B, line 12c | Conflict of interest forms are sent out annually; results are complied and reviewed for any possible disclosures. |
| Form 990, Part VI, Section B, line 15 | Every three years, the Executive Committee, which is a board-designated committee, reviews and sets the CEO's salary and benefits package, resulting in a three year contract. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents are available on the Ohio Secretary of State's website. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. |
| Form 990, Part XI, line 9: | Changes in value of beneficial interest in perpetual trust 231,983. Change in Bond Guaranty Liability 254,800. |
| Form 990, Part XII, Line 2c | The Finance and Administration Committee oversees the audit and the process has not changed in the current year. |