WORLD ORT INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WORLD ORT INC (EIN 13-5562424)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2014-04-04
- IRS object ID
- 201430949349300213
- Schema version
- 2011v1.5
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-04T12:10:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562424 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORT AMERICA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ORTA | NameControl |
| Phone | 2125057700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE 10TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10038 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN KLUGMAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2125057700 | Phone |
| Date Signed | 2014-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN GREIF | Name |
| PTIN | P00029738 | PTIN |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | ALAN KLUGMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE 10TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26302238 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ORTAMERICA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | ORT'S MISSION IS THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. WE DO THIS BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL AND U.S. ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 97 | TotalNbrEmployees |
| Total Nbr Volunteers | 1500 | TotalNbrVolunteers |
| Total Gross UBI | 29723 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 244679 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20430212 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18433802 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18934 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2700 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 269380 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2096221 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 209923 | OtherRevenuePriorYear |
| Other Revenue Current Year | 155129 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20928449 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20687852 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9433043 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9286765 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3759196 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4279073 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3990720 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3993047 | OtherExpensePriorYear |
| Other Expenses Current Year | 5178482 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17185286 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18744320 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3743163 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1943532 | RevenuesLessExpensesCY |
| Total Assets BOY | 17903930 | TotalAssetsBOY |
| Total Assets EOY | 18557508 | TotalAssetsEOY |
| Total Liabilities BOY | 9871767 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11708618 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8032163 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6848890 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ORT'S MISSION IS ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. THIS IS ACCOMPLISHED BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL AND U.S. ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9796479 | Expense |
| Grants | 9286765 | Grants |
| Description | ORT AMERICA PROVIDES FINANCIAL SUPPORT OF THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 62 COUNTRIES, WITH MORE THAN THREE MILLION GRADUATES TO DATE. THE CUTTING EDGE EDUCATION ACQUIRED AT ORT SCHOOLS, COLLEGES, AND INTERNATIONAL PROGRAMS PROVIDE MARKETABLE SKILLS THAT ENABLE 300,000 STUDENTS AND BENEFICIARIES ANNUALLY TO ATTAIN SUCCESSFUL CAREERS, BECOME COMMUNITY LEADERS AND LIVE INDEPENDENTLY.AMONG THE RECIPIENTS OF FINANCIAL SUPPORT FROM ORT AMERICA ARE THE ORT PROGRAMS IN THE UNITED STATES, INCLUDING BRAMSON ORT COLLEGE (NY), LOS ANGELES ORT TECHNICAL COLLEGE (LA) AND ZAREM GOLDE ORT (CHICAGO); EACH OF WHICH HAVE ADULT EDUCATION PROGRAMS ORIENTED TOWARD JOB PLACEMENT IN THEIR CHOSEN FIELD.OVERSEAS PROGRAMS THAT ORT AMERICA PROVIDES FUNDING TO INCLUDE SCIENCE JOURNEY, WHICH IS AN INITIATIVE OF WORLD ORT AND THE ISRAEL MINISTRY OF EDUCATION TO ELEVATE SCIENCE AND TECHNOLOGY EDUCATION AT LOW-INCOME ISRAELI MIDDLE AND HIGH SCHOOLS AS A MEANS OF ENHANCING OPPORTUNITIES FOR THE STUDENTS SERVED. ORT'S LATIN AMERICA PROGRAM IS ANOTHER KEY RECIPIENT OF FUNDING, ASSURING THAT JEWISH AND OTHER STUDENTS IN ARGENTINA, MEXICO, URUGUAY, AND ELSEWHERE RECEIVE A CUTTING EDGE EDUCATION LEADING TO MEANINGFUL CAREERS. ANOTHER PRIMARY RECIPIENT OF ORT AMERICA FUNDING IS THE ORT PROGRAM IN THE FORMER SOVIET UNION AND BALTIC STATES. OVER ROUGHLY TWENTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING 27,000 STUDENTS ACROSS TEN TIME ZONES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1712117 | Expense |
| Revenue | 2700 | Revenue |
| Description | SUPPORT OF THE GLOBAL ORT PROGRAM RELIES ON AN ACTIVE, KNOWLEDGEABLE, AND MOTIVATED LEADERSHIP AND MEMBERSHIP BASE. THIS, IN TURN, NECESSITATES A SUSTAINABLE STRUCTURE FOR OUTREACH, AS WELL AS LEADERSHIP TRAINING AND NEXT GENERATION INITIATIVES. ORT AMERICA'S MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMEN'S AMERICAN ORT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 570505 | Expense |
| Description | COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICA'S GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORT'S GLOBAL PROGRAM, AS WELL AS PROMOTING ORT'S VALUES: THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 12079101 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 97 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN KLUGMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2125057700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ZEV AUERBACH | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| TERRY AZOSE | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| SID BESMERTNIK | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| STUART BINDEMAN | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| BART BOOKATZ | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| MICHAEL P BROIDA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARILYN EAGER | |||||||
| VICE PRESIDENT | 0.30 | X | 0 | 0 | 0 | X | |
| SHELLEY FAGEL | |||||||
| PRESIDENT | 10.00 | X | 0 | 0 | 0 | X | |
| BARBARA FEIFER | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| STUART FRANKENTHAL | |||||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | |
| MARCIA FRIEDMAN | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| MINDY GORDON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| DOREEN HERMELIN | |||||||
| PAST PRESIDENT/BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LARRY KADIS | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| LINDA KIRSCHBAUM | |||||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | |
| NICOLE KOVACS | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| GAIL LANZNAR | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DANIEL LIPSON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| GRACE MENDELSON | |||||||
| TREASURER | 0.30 | X | 0 | 0 | 0 | X | |
| NEIL MODEL | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT NEIDORFF | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| HILLY PANOVKA | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| BARBARA ROSENTHAL | |||||||
| VICE PRESIDENT | 0.30 | X | 0 | 0 | 0 | X | |
| STEVEN M SCHLOSSER | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| SHELBY TAUBER | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| MARILYN THYPIN | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| DANIEL VERNER | |||||||
| SERETARY/ASSISTANT TREASURE | 0.30 | X | 0 | 0 | 0 | X | |
| JOHN VERSTANDIG | |||||||
| EXECUTIVE COMMITTEE CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| RANDY WERTHEIMER | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| LEWIS ZIPKIN | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| ALAN KLUGMAN | |||||||
| EXECUTIVE DIRECTOR (SEE SCH 0) | 35.00 | 226031 | 0 | 17237 | X | ||
| MARCOS ORTIZ | |||||||
| CFO (SEE SCH 0) | 35.00 | 97570 | 0 | 12144 | X | ||
| LEAH SISKIN | |||||||
| ADVANCEMENT DIRECTOR - FL | 40.00 | 146260 | 0 | 13269 | X | ||
| HERBERT M KAPLAN | |||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | 107608 | 0 | 17619 | X | ||
| LAWRENCE R LUDWIG | |||||||
| DIRECTOR OF MANAGEMENT INFORMATION SYSTEMS | 40.00 | 101943 | 0 | 13077 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 679412 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 73346 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|
| S HOROWITZ & CO | ||||||||
| POBOX 2499 | TEL AVIV | IS | LEGAL FEES | 149929 | ||||
| BLACKBAUD | ||||||||
| SOFTWARE / CONSULTING | 100738 | PO BOX 930256 | ATLANTA | GA | 311930256 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 342627 | MembershipDues |
| Fundraising Events | 314685 | FundraisingEvents |
| Government Grants | 189041 | GovernmentGrants |
| All Other Contributions | 17587449 | AllOtherContributions |
| Noncash Contributions | 285158 | NoncashContributions |
| Total Contributions | 18433802 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL MEETING REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2700 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2700 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2700 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 453547 | TotalRevenueColumn |
| Unrelated Business Revenue | 29723 | UnrelatedBusinessRevenue |
| Exclusion | $423,824 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 78630 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 78630 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78630 | TotalRevenueColumn |
| Exclusion | $78,630 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5453066 | Securities |
| Other | 1753000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5563392 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -110326 | Securities |
| Other | 1753000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1642674 | TotalRevenueColumn |
| Exclusion | $1,642,674 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 70180 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 314685 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 50994 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19186 | TotalRevenueColumn |
| Exclusion | $19,186 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 57313 | TotalRevenueColumn |
| Exclusion | $57,313 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 57313 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20687852 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2700 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 29723 | UnrelatedBusinessRevenue |
| Exclusion | $2,221,627 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 554505 | Total |
| Program Services | 554505 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8732260 | Total |
| Program Services | 8732260 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369949 | Total |
| Program Services | 120389 | ProgramServices |
| Management And General | 78234 | ManagementAndGeneral |
| Fundraising | 171326 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2698595 | Total |
| Program Services | 837791 | ProgramServices |
| Management And General | 628984 | ManagementAndGeneral |
| Fundraising | 1231820 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591951 | Total |
| Program Services | 180509 | ProgramServices |
| Management And General | 138122 | ManagementAndGeneral |
| Fundraising | 273320 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447366 | Total |
| Program Services | 136256 | ProgramServices |
| Management And General | 104560 | ManagementAndGeneral |
| Fundraising | 206550 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171212 | Total |
| Program Services | 52262 | ProgramServices |
| Management And General | 39893 | ManagementAndGeneral |
| Fundraising | 79057 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297696 | Total |
| Management And General | 297696 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34933 | Total |
| Management And General | 34933 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147975 | Total |
| Program Services | 69039 | ProgramServices |
| Management And General | 26473 | ManagementAndGeneral |
| Fundraising | 52463 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 664571 | Total |
| Program Services | 216895 | ProgramServices |
| Management And General | 150140 | ManagementAndGeneral |
| Fundraising | 297536 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94900 | Total |
| Program Services | 34439 | ProgramServices |
| Management And General | 20277 | ManagementAndGeneral |
| Fundraising | 40184 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622929 | Total |
| Program Services | 186256 | ProgramServices |
| Management And General | 146451 | ManagementAndGeneral |
| Fundraising | 290222 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134384 | Total |
| Program Services | 55744 | ProgramServices |
| Management And General | 26374 | ManagementAndGeneral |
| Fundraising | 52266 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229566 | Total |
| Program Services | 83887 | ProgramServices |
| Management And General | 65960 | ManagementAndGeneral |
| Fundraising | 79719 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11184 | Total |
| Management And General | 11184 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53986 | Total |
| Program Services | 23428 | ProgramServices |
| Management And General | 10248 | ManagementAndGeneral |
| Fundraising | 20310 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92730 | Total |
| Program Services | 27726 | ProgramServices |
| Management And General | 21801 | ManagementAndGeneral |
| Fundraising | 43203 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| UBI TAX | 42383 | 42383 | ||
| LOCAL REGIONS & CHAPTER | 1781750 | 692684 | 1089066 | |
| BAD DEBT | 733670 | 733670 | ||
| EQUIPMENT RENTALS & PUR | 134466 | 31613 | 40205 | 62648 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101359 | Total |
| Program Services | 34826 | ProgramServices |
| Management And General | 65503 | ManagementAndGeneral |
| Fundraising | 1030 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18744320 | Total |
| Program Services | 12079101 | ProgramServices |
| Management And General | 2674499 | ManagementAndGeneral |
| Fundraising | 3990720 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3318380 | BOY |
| EOY | 2700768 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1457940 | BOY |
| EOY | 369986 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2384277 | BOY |
| EOY | 3087301 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143440 | BOY |
| EOY | 120840 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355956 | BOY |
| EOY | 280626 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 620060 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 333516 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247475 | BOY |
| EOY | 286544 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7114982 | BOY |
| EOY | 7532010 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1685202 | BOY |
| EOY | 1527920 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196278 | BOY |
| EOY | 2651513 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17903930 | BOY |
| EOY | 18557508 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1232428 | BOY |
| EOY | 1543846 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532035 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8107304 | BOY |
| EOY | 10164772 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9871767 | BOY |
| EOY | 11708618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2169586 | BOY |
| EOY | -2822848 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4288763 | BOY |
| EOY | 6550920 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5912986 | BOY |
| EOY | 3120818 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8032163 | BOY |
| EOY | 6848890 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17903930 | BOY |
| EOY | 18557508 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1943532 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3126805 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21281411 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22162581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17343416 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17707645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18433802 | CurrentTaxYear |
| Total | 96928855 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21281411 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22162581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17343416 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17707645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18433802 | CurrentTaxYear |
| Total | 96928855 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2590681 | AmountsSubstContributorsTotal |
| Public Support Total170 | 94338174 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 595666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 250937 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 269380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 502454 | CurrentTaxYear |
| Total | 1836641 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 228802 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 205987 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 198704 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29723 | CurrentTaxYear |
| Total | 663216 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1230101 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 283519 | CurrentTaxYearMinus3Years |
| Current Tax Year | 57313 | CurrentTaxYear |
| Total | 1570933 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 100999645 | TotalSupport |
| Gross Receipts From Admissions Etc | 128953 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC. INCOME TAX REFUND | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6687681 | BeginningOfYearBalance |
| Contributions | 116545 | Contributions |
| Investment Earnings Or Losses | -79140 | InvestmentEarningsOrLosses |
| Other Expenditures | 26269 | OtherExpenditures |
| End Of Year Balance | 6698817 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7230674 | BeginningOfYearBalance |
| Contributions | 133033 | Contributions |
| Investment Earnings Or Losses | 443274 | InvestmentEarningsOrLosses |
| Other Expenditures | 38196 | OtherExpenditures |
| End Of Year Balance | 7768785 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6312361 | BeginningOfYearBalance |
| Contributions | 35308 | Contributions |
| Investment Earnings Or Losses | 1256030 | InvestmentEarningsOrLosses |
| Other Expenditures | 373025 | OtherExpenditures |
| End Of Year Balance | 7230674 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7577107 | BeginningOfYearBalance |
| Contributions | 1364313 | Contributions |
| Investment Earnings Or Losses | -2250343 | InvestmentEarningsOrLosses |
| Other Expenditures | 378716 | OtherExpenditures |
| End Of Year Balance | 6312361 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09840 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43570 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.46590 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32348 | OtherCostOrOtherBasis |
| Depreciation | 15536 | Depreciation |
| Book Value | 16812 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 425360 | OtherCostOrOtherBasis |
| Depreciation | 161259 | Depreciation |
| Book Value | 264101 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 162352 | OtherCostOrOtherBasis |
| Depreciation | 156721 | Depreciation |
| Book Value | 5631 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 286544 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| STATE OF ISRAEL BONDS | 143963 | F |
| INVESTMENT IN LIFE INSURANCE CONTRACTS | 56308 | F |
| COHEN FUND - THIRD PARTY ADMINISTERED | 1327649 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1527920 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENTS IN REAL ESTATE PARTNERSHIPS | 1196278 |
| DUE FROM RELATED 501(C)(3) ORG. | 1455235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2651513 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION PAYABLE | $6,645,331 |
| ANNUITY PAYMENT OBLIGATIONS | $1,783,994 |
| COMMITMENTS PAYABLE | $863,781 |
| ACCRUED POSTRETIREMENT BENEFIT COSTS | $495,901 |
| EMPLOYEES' SEVERANCE PAYMENTS | $375,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10164772 | TotalOfAmounts |
| Total Revenue | 20687852 | TotalRevenue |
| Total Expenses | 18744320 | TotalExpenses |
| Excess Or Deficit For Year | 1943532 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -258546 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 42523 | PriorPeriodAdjustments |
| Other | -$2,910,782 | OtherAmount |
| Total Adjustments | -3126805 | TotalAdjustments |
| Excess Or Deficit Per FS | -1183273 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19976445 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -258546 | NetUnrealizedGainsInvestments |
| Other Revenues | -417928 | OtherRevenues |
| Revenue Not Rptd F990 | -676474 | RevenueNotRptdF990 |
| Revenue Subtotal | 20652919 | RevenueSubtotal |
| Investment Expenses Not Included | 34933 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 34933 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20687852 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18826748 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 117361 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 117361 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18709387 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 34933 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 34933 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18744320 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION MAINTAINS MANY FUNDS WHICH HAVE VARIOUS USES, BUT PRINCIPALLY THE FUNDING OF ORT SCHOOLS AND PROGRAMS IN THE UNITED STATES AND AROUND THE WORLD. THE ORGANIZATION RESTATED ENDOWMENT FUNDS AS OF JANUARY 1, 2011 TO PROPERLY REFLECT THE AMOUNTS OF PERMANENTLY RESTRICTED, TEMPORARILY RESTRICTED AND UNRESTRICTED NET ASSETS. CERTAIN ENDOWMENTS PREVIOUSLY CLASSIFIED AS TEMPORARILY RESTRICTED WERE RECLASSIFIED BASED ON MANAGEMENT'S REVALUATION OF DONOR'S EXPLICIT STIPULATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | OAI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND FROM STATE INCOME TAXES. IN ADDITION, OAI IS NOT CLASSIFIED AS PRIVATE FOUNDATIONS. AS REQUIRED BY THE INTERNAL REVENUE CODE, OAI AND WAOF FILE SEPARATE INTERNAL REVENUE SERVICE FORMS 990 AND OTHER GOVERNMENTAL FILINGS. OAI HAS ADOPTED THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, OAI MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED OAI'S TAX POSITION AND CONCLUDED THAT OAI HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, OAI ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -236,797. CHANGE IN PENSION LIABLITY -2,673,985. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,910,782. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -236,797. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 50,994. WOMEN'S AMERICAN ORT FOUNDATION -232,125. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 50,994. WOMEN'S AMERICAN ORT FOUNDATION 66,367. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENT ORGANIZATION IN THE REGION | 8643590 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | 88670 | GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 8732260 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 8732260 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Purpose Of Grant | FINACIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT | PurposeOfGrant |
| Amount Of Cash Grant | 8643590 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS OVERSEAS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE FOREIGN ENTITY AND REVIEWED. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | E&O TRIBUTE LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 181775 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 135295 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 46480 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 27938 | OtherDirectExpensesEvent1 |
| Name Of Event2 | A&A TRIBUTE | NameOfEvent2 |
| Gross Receipts Event2 | 203090 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 179390 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 23700 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 23056 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 384865 | GrossReceiptsTotal |
| Charitable Contributions Total | 314685 | CharitableContributionsTotal |
| Gross Revenue Total Events | 70180 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 50994 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 50994 | DirectExpenseSummaryEvents |
| Net Income Summary | 19186 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ORT OPERATIONS USA | |||||||
| 6860 AUSTIN STREET | FOREST HILLS | NY | 113754245 | 421719019 | 501(C)(3) | 274761 | SCHOLARSHIPS \ STUDENT ASSISTANCE |
| BRAMSON - ORT | |||||||
| 6435 WILSHIRE BLVD | QUEENS | NY | 11375 | 133036302 | 501(C)(3) | 173744 | SCHOLARSHIPS \ STUDENT ASSISTANCE |
| ZAREMGOLDE INSTITUTE | |||||||
| 5440 FARGO AVENUE | SKOKIE | IL | 60077 | 133281910 | 501(C)(3) | 46000 | SCHOLARSHIPS \ STUDENT ASSISTANCE |
| LOS ANGELES ORT COLLEGE | |||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 133281910 | 501(C)(3) | 60000 | SCHOLARSHIPS \ STUDENT ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE ENTITY AND REVIEWED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN KLUGMAN | |||||||||||||
| 216031 | 0 | 10000 | 0 | 0 | 0 | 9041 | 0 | 8196 | 0 | 243268 | 0 | 0 | 0 |
| LEAH SISKIN | |||||||||||||
| 146260 | 0 | 0 | 0 | 0 | 0 | 5850 | 0 | 7419 | 0 | 159529 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | THE FOLLOWING INDIVIDUALS, LISTED IN PART VII, RECEIVED NON-FIXED PAYMENTS IN THE FORM OF BONUSES DURING 2011: ALAN KLUGMAN - $10,000 HERBERT M. KAPLAN - $10,000 | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 285158 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE QUALIFICATIONS FOR MEMBERSHIP ARE AS FOLLOWS: ANY PERSON WHO SUBSCRIBES TO THE PURPOSES OF ORT AMERICA AND PAYS ANNUAL DUES OR MAKES A CONTRIBUTION EQUAL TO OR GREATER THAN THE ANNUAL DUES AMOUNT SHALL BE DEEMED A MEMBER. A PERSON MAY ACQUIRE MEMBERSHIP THROUGH A CHAPTER OR OTHER UNIT OF ORGANIZATION OF ORT AMERICA, BE A MEMBER-AT-LARGE OR A LIFE MEMBER OR HAVE SUCH OTHER STATUS AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EVERY THREE YEARS AT THE ANNUAL MEETING THERE WILL BE AN ELECTION OF OFFICERS AND BOARD MEMBERS. AT THE MEETING OF THE MEMBERS, EACH MEMBER SHALL BE ENTITLED TO ONE VOTE. MEMBERS SHALL NOT BE ENTITLED TO VOTE BY PROXY. AT ANY MEETING OF THE MEMBERS, THERE SHALL BE PRESENT 100 MEMBERS OR 10% OF THE TOTAL NUMBER OF MEMBERS, WHICHEVER IS LESS, IN ORDER TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR BEFORE SIGNING THE RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY CALLS FOR THE EXECUTIVE DIRECTOR OF ORT AMERICA INC. AND THE CHAIR OF THE AUDIT COMMITTEE TO COLLECT AND REVIEW THE STATEMENTS AND ANNUALLY SUBMIT TO THE AUDIT COMMITTEE A REPORT LISTING THE CONFLICT OF INTEREST DISCLOSED ON THE STATEMENTS AND THE ACTIONS, IF ANY TAKEN BY ORT AMERICA IN RESPONSE. ALL INDIVIDUALS CONSIDERED TO BE KEY INDIVIDUALS MUST COMPLETE AND SIGN OFF ON THE POLICY. KEY INDIVIDUALS ARE COLLECTIVELY DEFINED AS OFFICERS AND DIRECTORS OF THE BOARD, ALL OTHER KEY VOLUNTEERS IN REGIONS AND CHAPTERS, AND KEY EMPLOYEES IN THE NATIONAL AND REGIONAL OFFICES. THE POLICY ALSO CALLS FOR KEY INDIVIDUALS AT MEETINGS WHERE THERE WILL BE DELIBERATION OR VOTING TO FULLY DISCLOSE ANY CONFLICT TO THE PERSON CHAIRING THE MEETING. FAILURE TO COMPLY WITH THE POLICY IS GROUNDS FOR REMOVAL FROM OFFICE. ANY POTENTIAL CONFLICTS ARE RAISED TO THE APPROPRIATE INDIVIDUALS. THOSE WHICH ARE RAISED TO THE CEO WILL THEN BE INVESTIGATED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBLITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII | THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. | |
| HOURS WORKED FOR RELATED ORGANIZATION | ALAN KLUGMAN, EXECUTIVE DIRECTOR, AND MARCOS ORTIZ, CFO, EACH DEVOTED APPROXIMATELY 5 HOURS PER WEEK TO WOMEN'S AMERICAN ORT FOUDATION, A RELATED ENTITY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -258,546. PRIOR PERIOD ADJUSTMENTS: 42,523. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -236,797. CHANGE IN PENSION LIABLITY -2,673,985. TOTAL TO FORM 990, PART XI, LINE 5: -3,126,805. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| VARIOUS CHANGES TO FORM 990 DUE TO ISSUANCE OF FINANCIAL REPORT: | FORM 990, PART I, CURRENT YEAR LINES 8 - 22 FORM 990, PART III, LINES 4A - 4C FORM 990, PART IV, LINES 11F, 12B, 29 FORM 990, PART VIII, LINES 1B, 1F, 1G, 1H, 3, 7, 11A FORM 990, PART IX, LINES 1, 2, 7, 11 - 24 FORM 990, PART X, LINES 1, 3, 9 - 34 FORM 990, PART XI, LINES 2B - 2D FORM 990, SCHEDULE A, COLUMN E, F, LINE 14 FORM 990, SCHEDULE B, PART I, LINES 4, 6, 7 FORM 990, SCHEDULE B, PART II FORM 990, SCHEDULE D, PART V, COLUMN A FORM 990, SCHEDULE D, PART VI, LINES 1D, 1E FORM 990, SCHEDULE D, PART VII, COLUMN B FORM 990, SCHEDULE D, PART IX, LINE 2 FORM 990, SCHEDULE D, PART X, LINES 1 - 8 & COLUMN B FORM 990, SCHEDULE D, PART XI FORM 990, SCHEDULE D, PART XII FORM 990, SCHEDULE D, PART XIII FORM 990, SCHEDULE D, PART XIV FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN F FORM 990, SCHEDULE F, PART II, LINE 1, COLUMN E FORM 990, SCHEDULE I, PART II, COLUMN F FORM 990, SCHEDULE M, LINE 9 FORM 990, SCHEDULE R, PART V, LINES 1F, 2 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN'S AMERICAN ORT FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE 10TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366161357 | EIN |
| Primary Activities | RAISES FUNDS FOR THE NETWORK OF ORT SCHOOLS/HOUSES, ENDOWMENTS | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORT AMERICA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 1 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WOMEN'S AMERICAN ORT FOUNDATION | ||
| M | 122285 | COST OF DIRECT MAILING |
| WOMEN'S AMERICAN ORT FOUNDATION | ||
| F | 1753000 | |