THE JEWISH FEDERATIONS OF NORTH AMERICA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH FEDERATIONS OF NORTH AMERICA INC (EIN 13-1624240)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349306913
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T15:53:43-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131517563 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624240 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FEDERATIONS OF NORTH AMERICA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 2122846500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY NO 1700 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100041010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA ZALTSMAN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2122846500 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| PTIN | P01275277 | PTIN |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAMELA ZALTSMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY NO 1700 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100041010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52406771 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEWISHFEDERATIONS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 153 FEDERATIONS, 300 NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 129 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 129 | NbrIndependentVotingMembers |
| Total Nbr Employees | 144 | TotalNbrEmployees |
| Total Nbr Volunteers | 185 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36296812 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 33628000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10672975 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14266735 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1210730 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1135352 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 48180517 | TotalRevenuePriorYear |
| Total Revenue Current Year | 49030087 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4788000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5300902 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21591858 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22818389 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 181357 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 278767 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2881000 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20791785 | OtherExpensePriorYear |
| Other Expenses Current Year | 20804590 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 47353000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 49202648 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 827517 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -172561 | RevenuesLessExpensesCY |
| Total Assets BOY | 179564660 | TotalAssetsBOY |
| Total Assets EOY | 177148645 | TotalAssetsEOY |
| Total Liabilities BOY | 134608039 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 116853380 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44956621 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 60295265 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 153 JEWISH FEDERATIONS,300 INDEPENDENT NETWORK JEWISH COMMUNITIES ACROSS NORTH AMERICA AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. THE FEDERATION MOVEMENT PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). THE JEWISH FEDERATIONS OF NORTH AMERICA LEADS A CONTINENTAL FEDERATION MOVEMENT TO MOBILIZE FINANCIAL AND SOCIAL RESOURCES THROUGH PHILANTHROPIC ENDEAVORS, STRATEGIC INITIATIVES AND INTERNATIONAL AGENCIES THAT STRENGTHEN THE JEWISH PEOPLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20766393 | Expense |
| Revenue | 8006076 | Revenue |
| Description | FUNDRAISING/INFRASTRUCTURE: JFNA'S PHILANTHROPIC RESOURCES DEPARTMENT PROVIDES FUNDRAISING EXPERTISE, CONSULTING AND SUPPORT FOR JEWISH FEDERATIONS AND SMALLER NETWORK COMMUNITIES. THE DEPARTMENT SUPPORTS THE CENTRAL ENGINE OF FEDERATION FUNDRAISING, THE UNRESTRICTED ANNUAL CAMPAIGN, AS WELL AS ENDOWMENT FUNDS AND TARGETED SUPPLEMENTAL GIVING. THE PHILANTHROPIC RESOURCES DEPARTMENT ALSO WORKS WITH FEDERATIONS ON KEY AREAS SUCH AS FAMILY AND GENERATIONAL PHILANTHROPY AND LEGACY GIVING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5070464 | Expense |
| Revenue | 1793906 | Revenue |
| Description | POWER OF THE COLLECTIVE:JFNA HELPS FEDERATIONS MAKE THE GREATEST POSSIBLE IMPACT ON FUNDRAISING AND TO MEET THE GREATEST ARRAY OF JEWISH NEEDS BY LEADING COMMUNITIES TO ACT COLLECTIVELY AND STRATEGICALLY. JFNA PROVIDES THOUGHT LEADERSHIP, AND LEADS FEDERATIONS IN TIMES OF CRISIS, SUCH AS NATURAL DISASTERS, GLOBAL CONFLICTS AND THE ECONOMIC DOWNTURN, WHILE MEETING NEEDS AT HOME AND OVERSEAS. JFNA PRODUCES KEY EVENTS SUCH AS THE ANNUAL GENERAL ASSEMBLY, WHICH ALLOW FEDERATIONS TO CONVENE AND LEVERAGE OUR MOVEMENT'S IMPACT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2665615 | Expense |
| Revenue | 728957 | Revenue |
| Description | TALENT:JFNA IS DEVOTED TO ENSURING THAT JEWISH FEDERATIONS CONNECT WITH THE TOP PROFESSIONAL AND VOLUNTEER TALENT IN THE COMMUNITY. JFNA'S MANDEL CENTER FOR LEADERSHIP EXCELLENCE WORKS WITH FEDERATIONS TO PROVIDE THE TOOLS THEY REQUIRE TO IDENTIFY, RECRUIT, DEVELOP AND RETAIN TALENTED PROFESSIONALS AND TO CONTINUE TO CONNECT WITH TOP VOLUNTEERS. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 2157392 | 5523 | ISRAEL & OVERSEAS: JFNA WORKS CLOSELY WITH OUR OVERSEAS PARTNERS TO CARE FOR JEWS IN NEED AND BUILD COMMUNITY IN ISRAEL AND 60-PLUS NATIONS WORLDWIDE. JFNA ISRAEL ALSO ASSESSES FEDERATION-FUNDED SOCIAL SERVICE EFFORTS IN ISRAEL AND HELPS ENSURE FEDERATION FUNDS ARE USED EFFECTIVELY. JFNA ISRAEL WORKS WITH THE GOVERNMENT OF ISRAEL ON ISSUES OF PUBLIC POLICY AND DIPLOMACY AND HELPS CONNECT THE ISRAEL PUBLIC TO JEWISH FEDERATION WORK. | |
| 1852982 | POSITIONING FOR THE FUTURE: JFNA AIMS TO BUILD OUR COMMUNITY AND ENSURE A STRONG FUTURE BY REACHING YOUNGER JEWS AND BROADER AUDIENCES AND BY SOLIDIFYING OUR DONOR BASE. THROUGH STRONGER BRANDING, MARKETING AND TECHNOLOGY, JFNA IS ENGAGING THE YOUNGER GENERATION THROUGH PROGRAMS AND EVENTS THAT INSPIRE LEADERSHIP, PHILANTHROPY, CONNECTION TO ISRAEL AND THE JEWISH PEOPLE, WHILE PROVIDING HIGH QUALITY MARKETING AND COMMUNICATIONS SUPPORT TO FEDERATIONS. | ||
| 5300902 | 3732273 | GRANTS:THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING JAPAN EARTH QUAKE AND HURRICANE SANDY. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. FEREP AWARDS GRADUATE SCHOOL SCHOLARSHIPS FOR UP TO TWO YEARS TO INDIVIDUALS WHO MEET ELIGIBILITY REQUIREMENTS AND ARE COMMITTED TO WORKING IN THE FEDERATION SYSTEM FOLLOWING GRADUATE SCHOOL. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH THE CREATE A JEWISH LEGACY PROGRAM IN THEIR COMMUNITIES. CREATE A JEWISH LEGACY ENCOURAGES THE CREATION OF BEQUESTS BY INDIVIDUAL DONORS TO THEIR LOCAL FEDERATIONS, JEWISH COMMUNITY FOUNDATIONS, AGENCIES AND SYNAGOGUES | 5300902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 9311276 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 5300902 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 3737796 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 37813748 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 183 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 144 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | IS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 129 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 129 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | 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 | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | 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 | 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 | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA ZALTSMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122846500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY SUITE 1700 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (139 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MICHAEL D SIEGAL | ||||||||
| CHAIR, BOARD OF TRUSTEES | 20.00 | X | X | 0 | 0 | 0 | ||
| DIANE S FEINBERG | ||||||||
| CHAIR, EXECUTIVE COMMITTEE | 10.00 | X | X | 0 | 0 | 0 | ||
| SUSAN K STERN | ||||||||
| NAT. CAMPAIGN CHAIR | 10.00 | X | X | 0 | 0 | 0 | ||
| STEPHEN J SILVERMAN | ||||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 | ||
| CYNTHIA SHAPIRA | ||||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | ||
| LORI KLINGHOFFER | ||||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | |||
| RICHARD V SANDLER | ||||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | |||
| DAVID A SHERMAN | ||||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | |||
| MARK WILF | ||||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | |||
| CARYN ADELMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOEL ALPERSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDY ALTENBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT AROGETI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HARVEY BARNETT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL BARRY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HUGH BASSEWITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SABY BEHAR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALD BENJAMIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHELLEY BENSUSSEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES BERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW BERGER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICAHRD BERNSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT BERRIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LESLIE BIDER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN BILZIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICAHEL BOHNEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WENDY BORN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDITH BRACHMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN BROUSE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID BROWN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID BUTLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RENEE CHELM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES COHEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DEBRA COHEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY DAVIDOWTZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RUTH DAVIDSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALISA DOCTOROFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELAINE DUBROVSKY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CLAIRE ELLMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN FELDBAUM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CLAUDIA FELSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GENINE FIDLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL FRANKEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HOWARD FRIEDMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LORI FRITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LESLIE GALES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL GELMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSIE GELMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CAROL GOLDBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAURA GOLDBLUM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BETH GOLDSMITH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY GRAND | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MITCHELL GROPPER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW GROVEMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDY HODES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LINDA HURWITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHELE HYMER BLITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HARRY IMMERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHARON JANKS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BETH KAPLAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TOM KASTEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN KATZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBIN KAUFFMAN SARAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JODY KAUFMAN LOEWENSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EVELYN KENVIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHERYL KIMERLING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WAYNE KIMMEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER KORACH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOCELYN KRIFCHER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROCHELLE KUPFER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STUART KURLANDER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALISON LEBOVITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL LEBOVITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY BETH LEIBOWITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK LEVY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEITH LIBMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD LICHT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNABEL LINDENBAUM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT LIPPITT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ISRAEL LUDWIG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN MANDELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KATHY MANNING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FLORINE MARK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT MILLSTONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SANFORD NEUMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GAIL NORRY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CAROLYN NUSSBAUM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JULIE WISE ORECK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARCIE ORLEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KAREN PACK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SELENA PAPERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN PAVA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELAINE PEARLMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JULIE PLATT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LOUIS PLUNG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID PRATT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY RASANSKY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HESCHEL RASKAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES RATNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHEPARD REMIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LESLIE ROSENTHAL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAULA SAGINAW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN SARNOFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHERRIE SAVETT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MIRIAM SCHARF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN SCHARFSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDITH SCHLOSSBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SKIP SCHRAYER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SSTEPHEN SELIG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BOBBIE SILVER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HOPE SILVERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID SILVERS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GREGORY SIWAK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LISA SMUKLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDGAR SNYDER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID SPIRO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID STEIRMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AMY TOLTZ-MILLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALICE VIROSLAV | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LISA WALLACK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STUART WEINBLATT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH WEINER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL WEINER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN WEISS FIRESTONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH WOLFE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAUL WOLFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREA YABLON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALD YANOWITZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRED ZIMMERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAMELA ZALTSMAN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 154156 | 51386 | 27083 | |||
| GERRALD SILVERMAN | ||||||||
| PRESIDENT, CEO | 40.00 | X | 614351 | 0 | 62399 | |||
| JONATHAN LICHTER | ||||||||
| ASSISTANT SECRETARY | 40.00 | X | 127781 | 0 | 52286 | |||
| BECKY PORATH | ||||||||
| GENERAL COUNCEL | 40.00 | X | 98919 | 0 | 1639 | |||
| SAM ASTROF | ||||||||
| COO & CFO | 40.00 | X | 211607 | 0 | 233 | |||
| BECKY CASPI | ||||||||
| DIRECTOR GENERAL | 40.00 | 293726 | 0 | 11084 | X | |||
| WILLIAM DAROFF | ||||||||
| VICE PRES. | 40.00 | 262309 | 0 | 34539 | X | |||
| PAUL KANE | ||||||||
| SENIOR ADVISOR | 40.00 | 326943 | 0 | 79937 | X | |||
| ADAM SMOLYAR | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | 274246 | 0 | 17544 | X | |||
| JOE IMBERMAN | ||||||||
| ASSISTANT VICE PRES. | 40.00 | 214101 | 0 | 68809 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2578139 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 51386 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 355553 | TotalOtherCompensation |
| Number Individuals GT100 K | 46 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | FEDERATION DONOR MANAGEMENT SYSTEM | 749629 |
| WYNDHAM JADE | |||||
| 6400 INTERNATIONAL PARKWAY 2500 | PLANO | TX | 75093 | MEETING LOGISTIC REGISTRATION | 511177 |
| DEBORAH SMITH | |||||
| 9566 GULFSHORE DRIVE | NAPLES | FL | 34108 | MANAGEMENT & TRAINING CONSULTANT | 347085 |
| ATID CONSULTING GROUP | |||||
| 6 BLACKBURN CENTER | GLOUCESTER | MA | 01930 | ONLINE CONTENT MGT SYSTEM | 210017 |
| RSM MCGLADREY INC | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | CONSULTANT - DONOR MGT | 209951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 33628000 | AllOtherContributions |
| Total Contributions | 33628000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FUNDRAISING | 900099 | 11738349 | 11738349 |
| POWER OF COLLECTIVE | 900099 | 1793906 | 1793906 |
| TALENT | 900099 | 728957 | 728957 |
| ISRAEL & OVERSEAS | 900099 | 5523 | 5523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14266735 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 732745 | TotalRevenueColumn |
| Exclusion | $732,745 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3779291 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3376684 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 402607 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 402607 | TotalRevenueColumn |
| Exclusion | $402,607 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SEE SCHEDULE O | 900099 | 71662000 | 71662000 |
| SEE SCHEDULE O | 900099 | -71662000 | -71662000 |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49030087 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14266735 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,135,352 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5300902 | Total |
| Program Services | 5300902 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2702170 | Total |
| Program Services | 1841799 | ProgramServices |
| Management And General | 597990 | ManagementAndGeneral |
| Fundraising | 262381 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13834979 | Total |
| Program Services | 9429922 | ProgramServices |
| Management And General | 3061681 | ManagementAndGeneral |
| Fundraising | 1343376 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2620005 | Total |
| Program Services | 1785796 | ProgramServices |
| Management And General | 579807 | ManagementAndGeneral |
| Fundraising | 254402 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2562356 | Total |
| Program Services | 1746502 | ProgramServices |
| Management And General | 567049 | ManagementAndGeneral |
| Fundraising | 248805 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1098879 | Total |
| Program Services | 748996 | ProgramServices |
| Management And General | 243182 | ManagementAndGeneral |
| Fundraising | 106701 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262512 | Total |
| Program Services | 215000 | ProgramServices |
| Management And General | 47512 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138000 | Total |
| Program Services | 113000 | ProgramServices |
| Management And General | 25000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278767 | Total |
| Fundraising | 278767 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179615 | Total |
| Management And General | 179615 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4569385 | Total |
| Program Services | 3898000 | ProgramServices |
| Management And General | 671385 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738000 | Total |
| Program Services | 595000 | ProgramServices |
| Management And General | 15000 | ManagementAndGeneral |
| Fundraising | 128000 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1177233 | Total |
| Program Services | 473000 | ProgramServices |
| Management And General | 614000 | ManagementAndGeneral |
| Fundraising | 90233 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338877 | Total |
| Program Services | 278000 | ProgramServices |
| Management And General | 60877 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3523000 | Total |
| Program Services | 2655000 | ProgramServices |
| Management And General | 815000 | ManagementAndGeneral |
| Fundraising | 53000 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976000 | Total |
| Program Services | 676000 | ProgramServices |
| Management And General | 209000 | ManagementAndGeneral |
| Fundraising | 91000 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4561000 | Total |
| Program Services | 4111000 | ProgramServices |
| Management And General | 434000 | ManagementAndGeneral |
| Fundraising | 16000 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646184 | Total |
| Program Services | 459000 | ProgramServices |
| Management And General | 187184 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370327 | Total |
| Program Services | 263000 | ProgramServices |
| Management And General | 107327 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SEE SCHEDULE O = NOTE 1 | 70854000 | 70854000 | ||
| MISSION PARTICIPANT EXP | 3010846 | 3010846 | ||
| OTHER | 313611 | 212985 | 92291 | 8335 |
| SEE SCHEDULE O | -70854000 | -70854000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49202648 | Total |
| Program Services | 37813748 | ProgramServices |
| Management And General | 8507900 | ManagementAndGeneral |
| Fundraising | 2881000 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4526987 | BOY |
| EOY | 8303390 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7879375 | BOY |
| EOY | 3406338 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41605921 | BOY |
| EOY | 39431205 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57040244 | BOY |
| EOY | 56937080 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57009 | BOY |
| EOY | 5493 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2722005 | BOY |
| EOY | 3554603 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10977674 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5269631 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6266266 | BOY |
| EOY | 5708043 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28563434 | BOY |
| EOY | 29649610 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25957206 | BOY |
| EOY | 29804508 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4597838 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348375 | BOY |
| EOY | 348375 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179564660 | BOY |
| EOY | 177148645 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37635791 | BOY |
| EOY | 22619594 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13661445 | BOY |
| EOY | 13474343 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83310803 | BOY |
| EOY | 80759443 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134608039 | BOY |
| EOY | 116853380 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6278379 | BOY |
| EOY | 3201021 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43250000 | BOY |
| EOY | 49047966 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7985000 | BOY |
| EOY | 8046278 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44956621 | BOY |
| EOY | 60295265 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179564660 | BOY |
| EOY | 177148645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -172561 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4660820 | ReconciliationUnrealizedInvest |
| Reconcilation Invest Expenses | -179615 | ReconcilationInvestExpenses |
| Reconcilation Other Changes | 11030000 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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 | 37395493 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34737311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36960713 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36296812 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33628000 | CurrentTaxYear |
| Total | 179018329 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37395493 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34737311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36960713 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36296812 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33628000 | CurrentTaxYear |
| Total | 179018329 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 179018329 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1144926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 765495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 809087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 916966 | CurrentTaxYearMinus1Year |
| Current Tax Year | 732745 | CurrentTaxYear |
| Total | 4369219 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 183387548 | TotalSupport |
| Gross Receipts From Admissions Etc | 17284027 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97150 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 156777 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 627109 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 783886 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 47960380 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 48744266 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 667747 | CurrentYearMinus3 |
| Current Year Minus2 | 472057 | CurrentYearMinus2 |
| Current Year Minus1 | 512543 | CurrentYearMinus1 |
| Current Year | 627109 | CurrentYear |
| Total | 2279456 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 118014 | CurrentYearMinus2 |
| Current Year Minus1 | 128136 | CurrentYearMinus1 |
| Current Year | 156777 | CurrentYear |
| Total | 652927 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $979,391 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26047107 | BeginningOfYearBalance |
| Contributions | 61814 | Contributions |
| End Of Year Balance | 26108921 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21465107 | BeginningOfYearBalance |
| Contributions | 4582000 | Contributions |
| End Of Year Balance | 26047107 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21174107 | BeginningOfYearBalance |
| Contributions | 291000 | Contributions |
| End Of Year Balance | 21465107 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20574107 | BeginningOfYearBalance |
| Contributions | 600000 | Contributions |
| End Of Year Balance | 21174107 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20574107 | BeginningOfYearBalance |
| End Of Year Balance | 20574107 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.44000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6918845 | InvestmentCostOrOtherBasis |
| Depreciation | 1766258 | Depreciation |
| Book Value | 5152587 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4058829 | InvestmentCostOrOtherBasis |
| Depreciation | 3503373 | Depreciation |
| Book Value | 555456 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5708043 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS | 17302655 | F |
| LIMITED LIABILITY CORP | 12501853 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 29804508 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMOUNTS HELD FOR DISTRIBUTION TO OTHERS AND OTHER EXPENSES | Description |
| Amount | $80,759,443 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 80759443 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 246189900 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4660820 | NetUnrealizedGainsInvestments |
| Other Revenues | 193137000 | OtherRevenues |
| Revenue Not Rptd F990 | 197797820 | RevenueNotRptdF990 |
| Revenue Subtotal | 48392080 | RevenueSubtotal |
| Investment Expenses Not Included | 179615 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 458392 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 638007 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 49030087 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 258104256 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 209360000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 209360000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48744256 | ExpensesSubtotal |
| Other Expenses Not Included | 458392 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 458392 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 49202648 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | JFNA/UIA ELIMINATION ENTRY 193,137,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | JFNA/UIA ELIMINATION ENTRY 458,392. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UIA EXPENSES 209,360,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | JFNA/UIA ELIMINATION ENTRY 458,392. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF UNITED ISRAEL APPEAL, INC. (WHOLLY OWNED SUBSIDIARY WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990 WHICH INCLUDES $ OF REVENUE FROM JFNA WHICH IS NOT SHOWN IN JFNA'S 990. $193,137,000 | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF UNITED ISRAEL APPEAL, INC.(WHOLLY OWNED SUBSIDIARY WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990) $209,360.000 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTHERN AFRICA | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 26 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | JFNA GLOBAL OPERATIONS AND FEDERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD. ALONG WITH MISSIONS TO ISRAEL WHICH ARE ORGANIZED THROUGHOUT THE YEAR. | SpecificServicesProvided |
| Total Expenditures | 8831647 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 26 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 26 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 8831647 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 8831647 | TotalAmountSpent |
| 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 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| THOMPSON HABIB AND DENISON INC | ||||||||
| 80 HAYDEN AVENUE 300 | LEXINGTON | MA | 02421 | FUNDRAISER | 0 | 684777 | 162000 | 522777 |
| SEIGEL MARKETING GROUP INC | ||||||||
| 1845 N FARWELL AVENUE SUITE 300 | MILWAUKEE | WI | 53202 | TELEMARKETING FUNDRAISER | 0 | 119615 | 83767 | 35848 |
| GREEPOINT GLOBAL | ||||||||
| 1407 BROADWAY SUITE 1220 | NEW YORK | NY | 10018 | FUNDRAISER | 0 | 9585 | 14468 | -4883 |
| NNE MARKETING LLC | ||||||||
| 754 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | FUNDRAISER | 0 | 0 | 10775 | -10775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 813977 | TotalGrossReceipts |
| Total Retained By Contractors | 271010 | TotalRetainedByContractors |
| Total Net To Organization | 542967 | TotalNetToOrganization |
| Licensed States | CT | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF FUNDRAISING PAYMENTS | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | SERVICES PROVIDED BY THE FUNDRAISERS TO GENERATE DONATIONS ON BEHALF OF LOCAL JEWISH FEDERATIONS. |
| SCHEDULE G, PART I, LINE 2B(IV) | THE AMOUNTS LISTED IN SCHEDULE G, PART I, LINE 2B(IV) REPRESENT GROSS RECEIPTS FROM FUNDRAISING ACTIVITIES ON BEHALF OF THE THE JEWISH FEDERATION SYSTEM AND THE JEWISH FEDERATIONS OF NORTH AMERICA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (32 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SECURE COMMUNITY NETWORK INC | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 201437733 | 501(C)(3) | 450000 | NATIONAL JEWISH NON-PROFIT HOMELAND SECURITY INITIATIVE |
| HILLER FOUNDATION | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 521844823 | 501(C)(3) | 18794 | THANKSGIVING DINNER FOR US STUDENTS WHO STUDY IN ISRAEL |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE - JDC | |||||||
| 711 3RD AVENUE | NEW YORK | NY | 10017 | 131656634 | 501(C)(3) | 67176 | FISHER FLIGHT, & VENTURE FUND |
| UNIVERSITY OF CONNECTICUT | |||||||
| 405 BAAIDGE ROAD UNIT 1205 | STORRS | CT | 06259 | 066070722 | 501(C)(3) | 48873 | SCHOLARSHIP |
| BIRTHRIGHT ISRAEL | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | 134092050 | 501(C)(3) | 33992 | 400,000 TEN YEARS COMMITMENT |
| UNITED ISRAEL APPEAL | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131760102 | 501(C)(3) | 1016610 | VENTURE FUND, FISHER FLIGHT |
| NEW YORK UNIVERSITY | |||||||
| 29 WASHINGTON SQUARE | NEW YORK | NY | 10011 | 135562308 | 501(C)(3) | 20000 | SCHOLARSHIP |
| HEBREW UNION COLLEGE | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | 310537067 | 501(C)(3) | 36246 | SCHOLARSHIP |
| BRANDIES UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | 042103552 | 501(C)(3) | 35942 | SCHOLARSHIP |
| UNIVERSITY OF MARYLAND | |||||||
| 620 W LEXINGTON | BALTIMORE | MD | 21201 | 526002033 | 501(C)(3) | 20000 | SCHOLARSHIP |
| UNIVERSITY OF MINNESOTA | |||||||
| 2221 UNIVERSITY AVE EAST SUITE 111 | MINNEAPOLIS | MN | 55414 | 416007513 | 501(C)(3) | 18322 | SCHOLARSHIP |
| COMBINED JEWISH PHILATHROPIES OF GREATER BOSTON | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | 042103559 | 501(C)(3) | 40000 | DISASTER RELIEF AND BOSTON BOMBING |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | |||||||
| 3747 WEST ESPLANADE | METAIRIE | LA | 70002 | 720408938 | 501(C)(3) | 25000 | HURRUCANE |
| JEWISH FED OF ATLANTIC & CAPE MAY COUNTIES | |||||||
| 501 NORTH JEROME AVENUE | MARGATE | NJ | 08402 | 210632971 | 501(C)(3) | 296137 | HURRICANE |
| JEWISH FEED OF SOUTHERN NEW JERSEY | |||||||
| 1301 SPRINGDALE ROAD STE 200 | CHERRY HILL | NJ | 080032769 | 210634489 | 501(C)(3) | 10000 | HURRICANE |
| JEWISH FED OF CUMBERLAND COUNTY | |||||||
| 1015 EAST PARK AVE STE B | VINELAND | NJ | 083604445 | 222343478 | 501(C)(3) | 5000 | HURRICANE |
| JEWISH FED OF GREATER MONMOUTH COUNTY | |||||||
| 960 HOLMDEL ROAD BLDG 11 2ND FLOOR | HOLMDEL | NJ | 07733 | 222041946 | 501(C)(3) | 389670 | HURRICANE SANDY |
| JEWISH FED OF OCEAN COUNTY | |||||||
| 301 MADISON AVENUE | LAKEWOOD | NJ | 08701 | 222140175 | 501(C)(3) | 342695 | HURRICANE |
| JEWISH FED OF SOMERSET HUNTERDON & WARREN | |||||||
| 775 TALAMINI ROAD | BRIDGEWATER | NJ | 08807 | 223681640 | 501(C)(3) | 5000 | HURRICANE |
| JEWISH FEDERATIONS OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | 510172429 | 501(C)(3) | 250000 | HURRICANE SANDY |
| UJA FEDERATION OF NORTHERN NEW JERSEY | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | 201195592 | 501(C)(3) | 74825 | HURRICANE SANDY |
| UNITED JEWISH FEDERATION OF METROWEST | |||||||
| 901 ROUTE 10E | WHIPPANY | NJ | 079811156 | 221487222 | 501(C)(3) | 164425 | HURRICANE SANDY |
| UNITED JEWISH FED OF PRINCETON | |||||||
| 4 PRINCESS ROAD SUITE 206 | LAWRENCEVILLE | NJ | 086482322 | 232215070 | 501(C)(3) | 5000 | HURRICANE |
| JCC & UJA FED OF EASTERN FAIRFIELD COUNTY | |||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | 060655499 | 501(C)(3) | 5000 | HURRICANE SANDY |
| JEWISH FED OF GREATER MIDDLESEX COUNTY | |||||||
| 230 OLD BRIDGE TURPIKE | SOUTH RIVER | NJ | 088822000 | 221500549 | 501(C)(3) | 166809 | HURRICANE |
| JEWISH FERATION OF GREATER NEW HAVEN | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 065252136 | 060647025 | 501(C)(3) | 15000 | HURRICANE |
| JEWISH FEDERATION OF ROCKLAND COUNTY | |||||||
| 450 WEST NYACK ROAD | WEST NYACK | NY | 10994 | 133268920 | 501(C)(3) | 10000 | HURRICANE |
| MOBILE AREA JEWISH FED INC | |||||||
| 273 AZALEA ROAD | MOBILE | AL | 36609 | 630655343 | 501(C)(3) | 10000 | TORNADO RELIEF |
| NECHAMA JEWISH RESPONSE TO DISASTER | |||||||
| 7260 WASHINGTON AVE S | EDEN PRAIRIE | MN | 55433 | 411998750 | 501(C)(3) | 125000 | DISASTER RELIEF |
| AMERICAN JEWISH SOCIETY FOR SERVICE | |||||||
| 10319 WESTLAKE BLVD 193 | BETHESDA | MD | 20817 | 136144216 | 501(C)(3) | 68000 | HURRICANE |
| UJA FEDERATION OF GREENWICH | |||||||
| 1 HOLLY HIL LANE | GREENWICH | CT | 068306080 | 066068624 | 501(C)(3) | 9000 | HURRICANE |
| UNITED SYNAGOGUE OF HOBOKEN | |||||||
| 115 PARK AVENUE | HOBOKEN | NJ | 07030 | 237305931 | 501(C)(3) | 10000 | HURRICANE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 32 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED. THE COMMITTEES MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, PRODUCE AN ANNUAL AUDIT BY AN INDEPENDENT FIRM, AND MAINTAIN BY-LAWS THAT CONFIRM TO LEGALLY ACCEPTED STANDARDS, INCLUDING [CONTINUED] [CONTINUED] PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. |
| JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC)BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA ZALTSMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 153662 | 51221 | 0 | 0 | 494 | 165 | 18266 | 6089 | 2046 | 682 | 174468 | 58157 | 0 | 0 |
| GERRALD SILVERMAN | ||||||||||||||
| PRESIDENT, CEO | 612770 | 0 | 0 | 0 | 1581 | 0 | 32127 | 0 | 30272 | 0 | 676750 | 0 | 0 | 0 |
| JONATHAN LICHTER | ||||||||||||||
| ASSISTANT SECRETARY | 126051 | 0 | 0 | 0 | 1730 | 0 | 24125 | 0 | 28161 | 0 | 180067 | 0 | 0 | 0 |
| SAM ASTROF | ||||||||||||||
| COO & CFO | 210474 | 0 | 0 | 0 | 1133 | 0 | 0 | 0 | 233 | 0 | 211840 | 0 | 0 | 0 |
| BECKY CASPI | ||||||||||||||
| DIRECTOR GENERAL | 293726 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11084 | 0 | 304810 | 0 | 0 | 0 |
| WILLIAM DAROFF | ||||||||||||||
| VICE PRES. | 261712 | 0 | 0 | 0 | 597 | 0 | 10757 | 0 | 23782 | 0 | 296848 | 0 | 0 | 0 |
| PAUL KANE | ||||||||||||||
| SENIOR ADVISOR | 318561 | 0 | 0 | 0 | 8382 | 0 | 46574 | 0 | 33363 | 0 | 406880 | 0 | 0 | 0 |
| ADAM SMOLYAR | ||||||||||||||
| CHIEF MARKETING OFFICER | 273711 | 0 | 0 | 0 | 535 | 0 | 5601 | 0 | 11943 | 0 | 291790 | 0 | 0 | 0 |
| JOE IMBERMAN | ||||||||||||||
| ASSISTANT VICE PRES. | 210961 | 0 | 0 | 0 | 3140 | 0 | 38606 | 0 | 30203 | 0 | 282910 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | PART I, LINE 1A: GERRALD SILVERMAN RECEIVED A DIRECT MONTHLY HOUSING ALLOWANCE TOTALING $450 PER MONTH AND WAS TREATED AS TAXABLE COMPENSATION. | |
| PART III | PART I, LINE 8:AMOUNTS WERE PAID TO GERRALD SILVERMAN, PRESIDENT/CEO, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND GERRALD SILVERMAN. GERRALD SILVERMAN WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 7, 2009. THE STARTING DATE ACCORDING TO THE CONTRACT WAS SEPTEMBER 30, 2009 FOR A CONTRACT TERM OF FIVE YEARS. SCHEDULE J PART II PAM ZALTSMAN'S SALARY IS EXPENSED 75% TO JFNA AND 25% TO UIA | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (18 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FEDERATION MEMBERS CORPORATION - DELAWARE NOT-FOR-PROFIT CORPORATION AND SOLE MEMBER OF THE CORPORATION. "CORPORATION" MEANS THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. FORMERLY KNOWN AS UNITED JEWISH COMMUNITIES, INC., FORMERLY KNOWN AS UNITED JEWISH APPEAL, INC., THE SURVIVING CORPORATION IN THE MERGER OF UNITED JEWISH APPEAL, INC. AND COUNCIL OF JEWISH FEDERATIONS, INC. FEDERATION MEMBERS OF THE FEDERATIONS MEMBERS CORPORATION ARE U.S. FEDERATIONS AND CANADIAN FEDERATIONS. | |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL GELMAN & SUSIE GELMAN-HUSBAND & WIFE DAVID BUTLER - MICHAEL GELMAN - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 6 | FEDERATION MEMBERS CORPORATION -DELAWARE NOT-FOR-PROFIT CORPORATION AND SOLE MEMBER OF THE CORPORATION. "CORPORATION" MEANS THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. FORMERLY KNOWN AS UNITED JEWISH COMMUNITIES, INC., FORMERLY KNOWN AS UNITED JEWISH APPEAL, INC., THE SURVIVING CORPORATION IN THE MERGER OF UNITED JEWISH APPEAL, INC. AND COUNCIL OF JEWISH FEDERATIONS, INC. FEDERATION MEMBERS OF THE FEDERATIONS MEMBERS CORPORATION ARE U.S. FEDERATIONS AND CANADIAN FEDERATIONS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THIS GROUP OF TRUSTEES. THE REMAINING TRUSTEES ARE APPOINTED BY OUR DELEGATE ASSEMBLY, ESSENTIALLY MADE UP OF FEDERATION REPRESENTATIVES PURSUANT TO REPRESENTATION SPECIFICATIONS PROVIDED UNDER THE JEWISH FEDERATIONS OF NORTH AMERICA BY-LAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | UNDER THE CORPORATION BY-LAWS THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WAS PREPARED BY THE JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM 990 IS PRESENTED FOR REVIEW BY INDEPENDENT AUDITORS AND REVIEWED BY THE JFNA AUDIT COMMITTEE, AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES, BEFORE FILING. THE 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORE THE FORM 990 IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE JEWISH FEDERATION OF NORTH AMERICA CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST ANNUAL STATEMENT FOR EMPLOYEES. MEMBERS OF THE STAFF ARE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT ATTESTING: -THAT THEY HAVE READ AND ARE FAMILIAR WITH THE CONFLICT OF INTEREST POLICY; -THAT NEITHER THEY, NOR TO THE BEST OF THEIR KNOWLEDGE, THEIR FAMILY MEMBERS, HAVE IN THE PAST ENGAGED, ARE PRESENTLY ENGAGING, OR PLAN TO ENGAGE IN ANY ACTIVITY THAT CONTRAVENES THIS POLICY. DISCLOSURES REQUIRED FROM MEMBERS OF THE STAFF MUST BE DIRECTED IN WRITING TO THE HUMAN RESOURCES DIRECTOR. IN THE EVENT THAT MEMBERS OF THE STAFF BECOME AWARE OF A CONFLICT, THEY SHALL DISCLOSE SUCH INFORMATION TO THE CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, WHO WILL COMMUNICATE TO THE PRESIDENT THOSE DISCLOSURES THAT ARE REQUIRED BY THIS POLICY. THESE DISCLOSURES SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTERESTS OF THIS ORGANIZATION WOULD BE SERVED BY COMMUNICATING THE INFORMATION TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. ANY STAFF MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST A DECISION FROM THE PRESIDENT (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) WHO WILL CONFER WITH THE JEWISH FEDERATIONS OF NORTH AMERICA'S OUTSIDE COUNSEL, BOTH OF WHOM SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. REPORTING THE CHAIR OF THE BOARD AND THE CHAIR OF THE EXECUTIVE COMMITTEE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED. PENALTY FOR NON-COMPLIANCE FAILURE TO COMPLY WITH THIS POLICY, INCLUDING FAILURE TO SUBMIT IN A TIMELY FASHION THE STATEMENTS REQUIRED, WILL BE GROUNDS FOR TERMINATION. THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS: DISCLOSURE: JFNA TRUSTEES, OFFICERS AND COMMITTEE MEMBERS SHALL BE REQUIRED TO PROVIDE AN INITIAL, AND, THEREAFTER, ANNUAL, STATEMENT, ATTESTING: -THAT THEY HAVE READ AND ARE FAMILIAR WITH THE POLICY. -THAT NEITHER THEY, NOR, TO THE BEST OF THEIR KNOWLEDGE, ANY OF THEIR IMMEDIATE FAMILY MEMBERS, HAVE ENGAGED IN THE PAST, ARE PRESENTLY ENGAGED, OR EXPECT TO ENGAGE IN ANY ACTIVITY THAT CONSTITUTES A CONFLICT OF INTEREST UNDER THIS POLICY. DISCLOSURES REQUIRED FROM TRUSTEES, OFFICERS OR COMMITTEE MEMBERS UNDER THIS POLICY MUST BE DIRECTED IN WRITING TO THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST A DECISION FROM THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. NOTICE SHALL BE PROVIDED TO THE CHAIR OF THE AUDIT COMMITTEE. REPORTING: THE CHAIR OF THE BOARD (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED, AND THE BASIS UPON WHICH APPROVAL WAS GIVEN. CONSIDERATION OF WHETHER A POSSIBLE CONFLICT OF INTEREST RELATIONSHIP IS TO BE SANCTIONED AND/OR TRANSACTION ENTERED INTO THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST SHALL BE MADE BY THE CHAIR OF THE BOARD IN THE LIGHT OF WHETHER SUCH RELATIONSHIP OR TRANSACTION SERVES JFNA'S BEST INTERESTS, NOTWITHSTANDING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. PAST PRACTICES SHALL ALSO BE A FACTOR TO BE WEIGHED IN THE DETERMINATION. NONCOMPLIANCE: IT SHALL BE THE RESPONSIBILITY OF THE TREASURER TO NOTIFY THE CHAIR OF THE BOARD OF THE FAILURE OF ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER TO COMPLY WITH THIS POLICY, INCLUDING FAILURE TO TIMELY SUBMIT THE STATEMENTS REQUIRED. THE CHAIR OF THE BOARD SHALL TAKE SUCH FURTHER ACTION AS MAY BE APPROPRIATE, WHICH MAY INCLUDE RECOMMENDATION TO THE BOARD THAT SUCH PERSON BE REMOVED FROM OFFICE. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT THE FOLLOWING GOVERNANCE QUESTIONNAIRE ANNUALLY: 1 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE? IF YES, IDENTIFY THE PERSON AND DESCRIBE THE RELATIONSHIP- BUSINESS/FAMILY 2 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A DIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION (OTHER THAN AS AN OFFICER, DIRECTOR, TRUSTEE, OR EMPLOYEE) OR AN INDIRECT BUSINESS RELATIONSHIP THROUGH OWNERSHIP OF MORE THAN 35% IN ANOTHER ENTITY (INDIVIDUALLY OR COLLECTIVELY) WITH ANOTHER OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE OR HIGHLY COMPENSATED EMPLOYEE). 3 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY MEMBER WHO HAD A DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION? 4 DURING THE ORGANIZATION'S TAX YEAR, DID YOU SERVE AS AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE, PARTNER, OR MEMBER OF AN ENTITY (OR A SHAREHOLDER OF A PROFESSIONAL CORPORATION) DOING BUSINESS WITH THE ORGANIZATION? IF YES IS ANSWERED TO QUESTIONS #2. 3 AND/OR 4, PROVIDE DETAILS INCLUDING - NAME OF INTERESTED PERSON, RELATIONSHIP, DESCRIPTION OF TRANSACTION, SHARING OF ORGANIZATION'S REVENUE AND AMOUNT. 5 AT THE END OF THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A LOAN OUTSTANDING TO OR FROM THE ORGANIZATION. IF YES, COMPLETE PROVIDE - NAME OF INTERESTED PERSON, PURPOSE OF LOAN, LOAN TO/FROM ORGANIZATION, DEFAULT, APPROVED BY BOARD, WRITTEN AGREEMENT, ORIGINAL BALANCE, BALANCE DUE 6 DURING THE ORGANIZATION'S TAX YEAR, DID THE ORGANIZATION PROVIDE A GRANT OR ASSISTANCE TO YOU IF YES, PROVIDE, NAME OF INTERESTED PERSON, RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION,TYPE OF ASSISTANCE AND AMOUNT. 7 DURING THE ORGANIZATION'S TAX YEAR, DID THE ORGANIZATION PROVIDE A GRANT OR ASSISTANCE TO ONE OF YOUR FAMILY MEMBERS OR AN ENTITY IN WHICH YOU OR ANY OF YOUR FAMILY MEMBERS OWNS MORE THAN A 35% INTEREST? IF YES, PROVIDE, NAME OF INTERESTED PERSON, RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION,TYPE OF ASSISTANCE AND AMOUNT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION COMMITTEE THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: -SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. -APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. -REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON-UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA IN ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. SOLID SALARY REVIEW ARE DONE EVERY YEAR LAST ONE IS YEAR 2013. -DECIDES WHICH SMT MEMBERS WILL BE COVERED UNDER THE NON-QUALIFIED PENSION PLAN (BENEFIT RESTORATION PLAN). OTHER: PROVIDES GUIDANCE ON ANY MAJOR CLAIM BEING MADE AGAINST THE ORGANIZATION AND REVIEWS/APPROVES ANY SETTLEMENT PROPOSALS; LABOR NEGOTIATIONS STRATEGIES; OTHER MATTERS AS DETERMINED BY THE CEO/PRESIDENT. THE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD (CHAIR OF THE COMMITTEE), THE CHAIR OF THE EXECUTIVE COMMITTEE, TREASURER PLUS TWO OTHER MEMBERS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE JEWISH FEDERATIONS OF NORTH AMERICA FORM 990 IS AVAILABLE UPON REQUEST AND ON THE JEWISHFEDERATIONS.ORG WEBSITE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE AT REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON THE JEWISHFEDERATIONS.ORG WEBSITE. | |
| FORM 990, PART XI, LINE 9: | ADDITIONAL MINIMUM PENSION LIABILITY 11,030,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART X11 LINE 2C | THERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS, FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THE ACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD | |
| PART V1, SECTION B, LINE 13 | WHISTLE BLOWER POLICY PROHIBITED ACTIONS COMMISSION OF ANY OF THE FOLLOWING ACTS WILL BE CONSIDERED CAUSE FOR IMMEDIATE DISCIPLINARY ACTION, INCLUDING BUT NOT LIMITED TO, TERMINATION OF EMPLOYMENT, AND MAY ALSO SUBJECT THE OFFENDER TO CRIMINAL LIABILITY: 1.INTENTIONALLY DESTROYING, ALTERING, MUTILATING, CONCEALING, COVERING UP, FALSIFYING, OR MAKING A FALSE ENTRY IN ANY RECORDS THAT MAY BE CONNECTED TO A MATTER WITHIN THE JURISDICTION OF A FEDERAL AGENCY OR BANKRUPTCY PROCEEDING, IN VIOLATION OF FEDERAL OR STATE LAW OR REGULATIONS. 2.INTENTIONALLY ALTERING, DESTROYING OR CONCEALING A DOCUMENT, OR ATTEMPTING TO DO SO, WITH THE INTENT TO IMPAIR THE DOCUMENT'S AVAILABILITY FOR USE IN AN OFFICIAL PROCEEDING OR OTHERWISE OBSTRUCTING, INFLUENCING OR IMPEDING ANY OFFICIAL PROCEEDING, IN VIOLATION OF FEDERAL OR STATE LAW OR REGULATIONS. 3.FRAUDULENTLY INFLUENCING, COERCING, MANIPULATING, OR MISLEADING ANY INDEPENDENT PUBLIC ACCOUNTANT ENGAGED IN THE PERFORMANCE OF AN AUDIT OF THE FINANCIAL STATEMENTS OF JFNA FOR THE PURPOSE OF RENDERING SUCH FINANCIAL STATEMENTS MISLEADING. 4.DISCHARGING, DEMOTING, SUSPENDING, THREATENING, HARASSING, DISCRIMINATING OR RETALIATING IN ANY MANNER AGAINST ANY EMPLOYEE, BECAUSE OF ANY LAWFUL ACT BY THAT EMPLOYEE WHO: A)PROVIDES INFORMATION TO OR ASSISTS IN ANY INVESTIGATION BY JFNA OR BY CONGRESS OR BY ANY FEDERAL, STATE OR CITY AGENCY; B)FILES OR ASSISTS IN ANY ACTION ALLEGING A VIOLATION OF FEDERAL OR STATE LAW OR REGULATIONS; OR C)KNOWINGLY TAKES ANY ACTION HARMFUL TO ANY PERSON FOR PROVIDING TRUTHFUL INFORMATION TO A LAW ENFORCEMENT OFFICER RELATING TO THE POSSIBLE COMMISSION OF A FEDERAL, STATE OR LOCAL OFFENSE. REPORTING OF CONCERNS OR COMPLAINTS JFNA IS COMMITTED TO TAKING ACTION TO PREVENT PROBLEMS AND IMPROPER CONDUCT. JFNA URGES EMPLOYEES AND OTHERS TO COME FORWARD WITH ANY SUCH INFORMATION, WITHOUT REGARD TO THE IDENTITY OR POSITION OF A SUSPECTED OFFENDER. FOR THIS PURPOSE, AN OUTSIDE ORGANIZATION HAS BEEN HIRED TO RECEIVE COMPLAINTS OF SUSPECTED VIOLATIONS. RETALIATION JFNA WILL NOT PERMIT ANY NEGATIVE OR ADVERSE ACTIONS TO BE TAKEN AGAINST ANY EMPLOYEE OR INDIVIDUAL WHO IN GOOD FAITH REPORTS A POSSIBLE VIOLATION OF LAW, INCLUDING ANY CONCERNS REGARDING QUESTIONABLE ACCOUNTING OR AUDITING MATTERS, EVEN IF THE REPORT IS MISTAKEN, OR AGAINST ANY EMPLOYEE OR INDIVIDUAL WHO ASSISTS IN THE INVESTIGATION OF A REPORTED VIOLATION. RETALIATION IN ANY FORM WILL NOT BE TOLERATED. ANY ACT OF ALLEGED RETALIATION SHOULD BE REPORTED IMMEDIATELY TO THE HEAD OF THE HUMAN RESOURCES DEPARTMENT; COMPLAINTS WILL BE PROMPTLY INVESTIGATED. HOW TO REPORT CONCERNS OR COMPLAINTS EMPLOYEES MAY COMMUNICATE SUSPECTED VIOLATIONS OF LAW OR OTHER FISCAL WRONGDOING, INCLUDING ANY CONCERNS REGARDING QUESTIONABLE ACCOUNTING OR AUDITING MATTERS (INCLUDING DEFICIENCIES IN INTERNAL CONTROLS) OR ALLEGED RETALIATION BY TELEPHONE OR THROUGH A CONFIDENTIAL WEBSITE. BOTH THE TELEPHONE NUMBER AND THE WEBSITE ARE PUBLISHED FOR INTERNAL USE AND ARE HOSTED BY "ETHICSPOINT", AN INDEPENDENT PRIVATE ORGANIZATION WHICH IS NOT AFFILIATED WITH JFNA AND WHICH PROVIDES A CONFIDENTIAL WAY FOR EMPLOYEES TO REPORT CONCERNS OR COMPLAINTS. IN ORDER TO BE BETTER ABLE TO RESPOND TO ANY INFORMATION OR COMPLAINT, WE WOULD PREFER THAT YOU IDENTIFY YOURSELF AND PROVIDE YOUR TELEPHONE NUMBER AND OTHER CONTACT INFORMATION WHEN YOU MAKE THE REPORT. YOU MAY BE ASSURED THAT ANY INFORMATION WILL BE TREATED WITH UTMOST CONFIDENCE. HOWEVER, IF YOU WISH TO REMAIN ANONYMOUS, IT IS NOT NECESSARY THAT YOU GIVE YOUR NAME OR POSITION IN ANY NOTIFICATION AND CALLER ID WILL NOT BE ACTIVATED ON THE LINE. WHETHER YOU IDENTIFY YOURSELF OR NOT, IN ORDER THAT A PROPER INVESTIGATION CAN BE CONDUCTED, PLEASE PROVIDE AS MUCH INFORMATION AS YOU CAN, SUFFICIENT TO FACILITATE A THOROUGH INVESTIGATION, INCLUDING WHERE AND WHEN THE INCIDENT OCCURRED, NAMES AND TITLES OF THE INDIVIDUALS INVOLVED, AND AS MUCH OTHER DETAIL AS YOU CAN. A FEW EXAMPLES OF WHAT TO REPORT ACCOUNTING AND AUDITING MATTERS THE UNETHICAL SYSTEMATIC RECORDING AND ANALYSIS OF JFNA'S BUSINESS AND/OR FINANCIAL TRANSACTIONS. EXAMPLES INCLUDE MISSTATEMENT OF CONTRIBUTIONS, EXPENSES, ASSETS AND/OR MISAPPLICATIONS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND WRONGFUL TRANSACTIONS. CONFLICTS OF INTEREST A SITUATION IN WHICH AN EMPLOYEE HAS A PRIVATE OR PERSONAL INTEREST SUFFICIENT TO APPEAR TO INFLUENCE THE OBJECTIVE EXERCISE OF HIS/HER OFFICIAL DUTIES. AN EXAMPLE IS IF JNFA HAS ENTERED INTO A CONTRACT FOR A COMPANY'S SERVICES AND A JFNA EMPLOYEE RESPONSIBLE FOR THE ENGAGEMENT HAS FAILED TO INFORM JFNA THAT HE OR SHE HAS A RELATIVE WHO IS A PRINCIPAL IN THAT COMPANY. FALSIFICATION OF CONTRACTS, REPORTS OR RECORDS THIS CONSISTS OF ALTERING, FABRICATING, FALSIFYING OR FORGING ALL OR ANY PART OF A DOCUMENT, CONTRACT OR RECORD FOR THE PURPOSE OF GAINING AN ADVANTAGE OR MISREPRESENTING THE VALUE OF THE DOCUMENT, CONTRACT OR RECORDS. MISCONDUCT ANY INTENTIONAL WRONGDOING ON THE PART OF A JFNA EMPLOYEE THAT IS A DELIBERATE VIOLATION OF LAW OR FISCAL POLICY. CONFIDENTIALITY JFNA WILL TREAT ALL COMMUNICATIONS UNDER THIS POLICY IN A CONFIDENTIAL MANNER, EXCEPT TO THE EXTENT NECESSARY (1) TO CONDUCT A COMPLETE AND FAIR INVESTIGATION, OR (2) FOR REVIEW OF JFNA OPERATIONS BY JFNA'S BOARD OF DIRECTORS, ITS AUDIT COMMITTEE, THE INDEPENDENT PUBLIC ACCOUNTANTS AND JFNA'S COUNSEL. | |
| PART V111, LINES 11A AND 11B AND PART 1X 24A AND 24E | JFNA RECEIVES DONATIONS FOR OTHER ORGANIZATIONS WHICH ARE NOT INCLUDED AS REVENUE IN PART VIII LINE 1 STATEMENT OF REVENUE OR GRANTS PART IX LINE 1 OF FORM 990 BECAUSE SUCH ITEMS ARE ACCOUNTED FOR AS AGENCY TRANSACTIONS IN JFNA'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS PURSUANT TO SFAS 136, "TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS". FOR FISCAL YEAR JUNE 30, 2013, REVENUES AND GRANTS AMOUNTED TO $71,662,000.00 AND $70,854,000.00 | |
| SCHEDULE R PART V LINE 1N | CERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL. | |
| SCHEDULE R PART V LINE 1Q | JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL LIST TRANSFER OF CASH AS EXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES. | |
| THE NET ASSETS OF $3,201,021.00 INCORPORATES AN ACRUAL FOR THE ACTUARIALLY DETERMINED PENSION LIABILITY OF $10,748,000.00. THE PENSION LIABILITY IS TO BE PAID OVER MANY YEARS AND IS SUBJECT TO SIGNIFICANT REDUCTION AS INTEREST RATES RISE. THE NET ASSETS BALANCE FROM OPERATIONS EXCLUSIVE OF THE PENSION LIABILITY IS A POSITIVE BALANCE OF $13,949,021.00 | ||
| PART 1V QUESTION 12 PART X1 2A AND 2B | JFNA PREPARED A CONSOLIDATED AUDITED FINANCIAL STATEMENT PREPARED IN ACCORDANCE WITH GAAP. FORM 990 DOES NOT PERMIT PARENT SUBSIDIARY ORGANIZATIONS TO FILE A CONSOLIDATED FORM 990. THEREFORE, JFNA AND ITS WHOLLY OWNED SUBSIDIARY, UNITED ISRAEL APPEAL, INC., ARE REQUIRED TO FILE SEPARATE FORM 990'S. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFBP LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352221732 | EIN |
| Primary Activities | FACILITATES THE ISSUANCE OF TAX-EXEMPT BONDS BY FED. AND THEIR AFFILIATES | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED ISRAEL APPEALINC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY SUITE 1700 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131760102 | EIN |
| Primary Activities | ADMINISTERS/SUPERVISES FUNDS ALLOC FOR PHILANTHROPIC PURPOSES | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FEDERATIONS OF NORTH 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 | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |