2013-02-12T10:54:45-06:00 2011-12-31 420714325 MCGLADREY LLP 1185 AVENUE OF THE AMERICAS NEW YORK NY 100362602 990 2011-01-01 135562424 ORT AMERICA INC ORTA 2125057700 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 ALAN KLUGMAN 2125057700 2013-02-12 1 NANCY BLUME P00185943 2123721000 2011 2016-03-07 17:11:31Z ALAN KLUGMAN 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 16308290 0 X WWW.ORTAMERICA.ORG X 1969 NY ORT'S MISSION IS THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. WE DO THIS BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL AND U.S. ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. 30 30 97 1500 29723 244679 20430212 15663840 18934 2700 269380 404638 209923 186118 20928449 16257296 9433043 8676330 0 0 3759196 3720179 0 0 2554665 3993047 2337722 17185286 14734231 3743163 1523065 17903930 17226155 9871767 7964629 8032163 9261526 X ORT'S MISSION IS ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. THIS IS ACCOMPLISHED BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL AND U.S. ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. 0 0 8787841 8676329 ORT AMERICA PROVIDES FINANCIAL SUPPORT OF THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 62 COUNTRIES, WITH MORE THAN THREE MILLION GRADUATES TO DATE. THE CUTTING EDGE EDUCATION ACQUIRED AT ORT SCHOOLS, COLLEGES, AND INTERNATIONAL PROGRAMS PROVIDE MARKETABLE SKILLS THAT ENABLE 300,000 STUDENTS AND BENEFICIARIES ANNUALLY TO ATTAIN SUCCESSFUL CAREERS, BECOME COMMUNITY LEADERS AND LIVE INDEPENDENTLY.AMONG THE RECIPIENTS OF FINANCIAL SUPPORT FROM ORT AMERICA ARE THE ORT PROGRAMS IN THE UNITED STATES, INCLUDING BRAMSON ORT COLLEGE (NY), LOS ANGELES ORT TECHNICAL COLLEGE (LA) AND ZAREM GOLDE ORT (CHICAGO); EACH OF WHICH HAVE ADULT EDUCATION PROGRAMS ORIENTED TOWARD JOB PLACEMENT IN THEIR CHOSEN FIELD.OVERSEAS PROGRAMS THAT ORT AMERICA PROVIDES FUNDING TO INCLUDE SCIENCE JOURNEY, WHICH IS AN INITIATIVE OF WORLD ORT AND THE ISRAEL MINISTRY OF EDUCATION TO ELEVATE SCIENCE AND TECHNOLOGY EDUCATION AT LOW-INCOME ISRAELI MIDDLE AND HIGH SCHOOLS AS A MEANS OF ENHANCING OPPORTUNITIES FOR THE STUDENTS SERVED. ORT'S LATIN AMERICA PROGRAM IS ANOTHER KEY RECIPIENT OF FUNDING, ASSURING THAT JEWISH AND OTHER STUDENTS IN ARGENTINA, MEXICO, URUGUAY, AND ELSEWHERE RECEIVE A CUTTING EDGE EDUCATION LEADING TO MEANINGFUL CAREERS. ANOTHER PRIMARY RECIPIENT OF ORT AMERICA FUNDING IS THE ORT PROGRAM IN THE FORMER SOVIET UNION AND BALTIC STATES. OVER ROUGHLY TWENTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING 27,000 STUDENTS ACROSS TEN TIME ZONES. 1231226 2700 SUPPORT OF THE GLOBAL ORT PROGRAM RELIES ON AN ACTIVE, KNOWLEDGEABLE, AND MOTIVATED LEADERSHIP AND MEMBERSHIP BASE. THIS, IN TURN, NECESSITATES A SUSTAINABLE STRUCTURE FOR OUTREACH, AS WELL AS LEADERSHIP TRAINING AND NEXT GENERATION INITIATIVES. ORT AMERICA'S MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMEN'S AMERICAN ORT. 862600 COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICA'S GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORT'S GLOBAL PROGRAM, AS WELL AS PROMOTING ORT'S VALUES: THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD. 10881667 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 53 0 1 97 1 1 1 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA CT IL KY ME MD MA MN MS MO NH NJ NM NY X ALAN KLUGMAN 2125057700 75 MAIDEN LANE NEW YORK NY 10038 X ZEV AUERBACH 0.30 X 0 0 0 TERRY AZOSE 0.30 X 0 0 0 SID BESMERTNIK 0.30 X 0 0 0 STUART BINDEMAN 0.30 X 0 0 0 BART BOOKATZ 0.30 X 0 0 0 MICHAEL P BROIDA 2.00 X 0 0 0 MARILYN EAGER 0.30 X X 0 0 0 SHELLEY FAGEL 10.00 X X 0 0 0 BARBARA FEIFER 0.30 X 0 0 0 STUART FRANKENTHAL 5.00 X X 0 0 0 MARCIA FRIEDMAN 0.30 X 0 0 0 MINDY GORDON 0.30 X 0 0 0 DOREEN HERMELIN 1.00 X 0 0 0 LARRY KADIS 0.30 X 0 0 0 LINDA KIRSCHBAUM 5.00 X X 0 0 0 NICOLE KOVACS 0.30 X 0 0 0 GAIL LANZNAR 5.00 X 0 0 0 DANIEL LIPSON 0.30 X 0 0 0 GRACE MENDELSON 0.30 X X 0 0 0 NEIL MODEL 0.30 X 0 0 0 ROBERT NEIDORFF 0.30 X 0 0 0 HILLY PANOVKA 0.30 X 0 0 0 BARBARA ROSENTHAL 0.30 X X 0 0 0 STEVEN M SCHLOSSER 0.30 X 0 0 0 SHELBY TAUBER 0.30 X 0 0 0 MARILYN THYPIN 0.30 X 0 0 0 DANIEL VERNER 0.30 X X 0 0 0 JOHN VERSTANDIG 10.00 X X 0 0 0 RANDY WERTHEIMER 0.30 X 0 0 0 LEWIS ZIPKIN 0.30 X 0 0 0 ALAN KLUGMAN 35.00 X 226031 0 17237 MARCOS ORTIZ 35.00 X 97570 0 12144 LEAH SISKIN 40.00 X 146260 0 13269 HERBERT M KAPLAN 40.00 X 107608 0 17619 LAWRENCE R LUDWIG 40.00 X 101943 0 13077 679412 0 73346 4 0 1 0 S HOROWITZ & CO POBOX 2499 TEL AVIV IS LEGAL FEES 149929 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 SOFTWARE / CONSULTING 100738 2 314685 189041 15160114 15663840 ANNUAL MEETING REVENUE 900099 2700 2700 2700 404638 29723 374915 75006 0 75006 75006 75006 70180 314685 50994 19186 19186 MISC. INCOME 900099 91926 91926 91926 16257296 2700 29723 561033 503505 503505 8172825 8172825 369949 120389 78234 171326 2634803 857416 557192 1220195 128311 41755 27134 59422 419105 136385 88630 194090 168011 54674 35530 77807 299496 299496 6996 6996 79555 79555 189909 107339 82570 643778 459068 11904 172806 577502 178476 78891 320135 90346 56272 14822 19252 230734 53437 15290 162007 11184 11184 43320 23889 9413 10018 92730 53508 17529 21693 UBI TAX 33188 33188 EQUIPMENT RENTALS & PUR 112345 52173 23091 37081 COMPUTER SYSTEM & MAINT 32839 10556 16020 6263 CUSTODY ACCOUNT EXPENSE 28517 28517 -134717 -134717 14734231 10881667 1297899 2554665 3318380 3926499 1457940 369986 2384277 1682350 143440 120840 355956 405131 710106 394560 247475 315546 7114982 7537495 1685202 1672030 1196278 1196278 17903930 17226155 1232428 1138777 532035 0 8107304 6825852 9871767 7964629 X -2169586 -940223 4288763 4288763 5912986 5912986 8032163 9261526 17903930 17226155 X 1523065 -293702 X 0 0 0 X 21281411 22162581 17343416 17707645 15663840 94158893 21281411 22162581 17343416 17707645 15663840 94158893 2702197 91456696 595666 250937 218204 269380 449921 1784108 228802 205987 198704 29723 663216 1230101 283519 91926 1605546 98211763 128953 0.93120 0.93120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7768785 7768785 7230674 133033 443274 38196 7768785 6312361 35308 1256030 373025 7230674 7577107 1364313 -2250343 378716 6312361 0 1 1 32348 15536 16812 515406 225050 290356 162352 153974 8378 315546 STATE OF ISRAEL BONDS 143963 F INVESTMENT IN LIFE INSURANCE CONTRACTS 50108 F COHEN FUND - THIRD PARTY ADMINISTERED 1477959 F 1672030 INVESTMENTS IN REAL ESTATE PARTNERSHIPS 1196278 1196278 ACCRUED PENSION PAYABLE 3631988 ANNUITY PAYMENT OBLIGATIONS 1777381 COMMITMENTS PAYABLE 358469 ACCRUED POSTRETIREMENT BENEFIT COSTS 467987 EMPLOYEES' SEVERANCE PAYMENTS 289591 MISC. LIABILITIES 300436 6825852 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION MAINTAINS MANY FUNDS WHICH HAVE VARIOUS USES, BUT PRINCIPALLY THE FUNDING OF ORT SCHOOLS AND PROGRAMS IN THE UNITED STATES AND AROUND THE WORLD. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENT ORGANIZATION IN THE REGION 8172825 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES GRANTS THROUGH FUND ADMINISTERED BY THIRD PARTY ORGANIZATION LOCATED IN THE REGION 86170 0 0 0 0 0 0 8258995 0 8258995 EUROPE (INCLUDING ICELAND & GREENLAND) FINACIAL AID FOR STUDENTS IN TECHNICAL SCHOOLS & PAYROLL SUPPORT 8172825 WIRE TRANSFER 1 0 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS OVERSEAS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE FOREIGN ENTITY AND REVIEWED. E&O TRIBUTE LUNCHEON 181775 135295 46480 27938 A&A TRIBUTE 203090 179390 23700 23056 384865 314685 70180 50994 50994 19186 1 ORT OPERATIONS USA 6860 AUSTIN STREET FOREST HILLS NY 113754245 421719019 501(C)(3) 224761 SCHOLARSHIPS \ STUDENT ASSISTANCE BRAMSON - ORT 6435 WILSHIRE BLVD QUEENS NY 11375 133036302 501(C)(3) 172744 SCHOLARSHIPS \ STUDENT ASSISTANCE ZAREMGOLDE INSTITUTE 5440 FARGO AVENUE SKOKIE IL 60077 133281910 501(C)(3) 46000 SCHOLARSHIPS \ STUDENT ASSISTANCE LOS ANGELES ORT COLLEGE 6435 WILSHIRE BLVD LOS ANGELES CA 90048 133281910 501(C)(3) 60000 SCHOLARSHIPS \ STUDENT ASSISTANCE 4 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE ENTITY AND REVIEWED. X X 0 0 0 0 0 0 0 1 0 ALAN KLUGMAN 216031 0 10000 0 0 0 9041 0 8196 0 243268 0 0 0 LEAH SISKIN 146260 0 0 0 0 0 5850 0 7419 0 159529 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS, LISTED IN PART VII, RECEIVED NON-FIXED PAYMENTS IN THE FORM OF BONUSES DURING 2011: ALAN KLUGMAN - $10,000 HERBERT M. KAPLAN - $10,000 FORM 990, PART VI, SECTION A, LINE 6 THE QUALIFICATIONS FOR MEMBERSHIP ARE AS FOLLOWS: ANY PERSON WHO SUBSCRIBES TO THE PURPOSES OF ORT AMERICA AND PAYS ANNUAL DUES OR MAKES A CONTRIBUTION EQUAL TO OR GREATER THAN THE ANNUAL DUES AMOUNT SHALL BE DEEMED A MEMBER. A PERSON MAY ACQUIRE MEMBERSHIP THROUGH A CHAPTER OR OTHER UNIT OF ORGANIZATION OF ORT AMERICA, BE A MEMBER-AT-LARGE OR A LIFE MEMBER OR HAVE SUCH OTHER STATUS AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A EVERY THREE YEARS AT THE ANNUAL MEETING THERE WILL BE AN ELECTION OF OFFICERS AND BOARD MEMBERS. AT THE MEETING OF THE MEMBERS, EACH MEMBER SHALL BE ENTITLED TO ONE VOTE. MEMBERS SHALL NOT BE ENTITLED TO VOTE BY PROXY. AT ANY MEETING OF THE MEMBERS, THERE SHALL BE PRESENT 100 MEMBERS OR 10% OF THE TOTAL NUMBER OF MEMBERS, WHICHEVER IS LESS, IN ORDER TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR BEFORE SIGNING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY CALLS FOR THE EXECUTIVE DIRECTOR OF ORT AMERICA INC. AND THE CHAIR OF THE AUDIT COMMITTEE TO COLLECT AND REVIEW THE STATEMENTS AND ANNUALLY SUBMIT TO THE AUDIT COMMITTEE A REPORT LISTING THE CONFLICT OF INTEREST DISCLOSED ON THE STATEMNETS AND THE ACTIONS, IF ANY TAKEN BY ORT AMERICA IN RESPONSE. ALL INDIVIDUALS CONSIDERED TO BE KEY INDIVIDUALS MUST COMPLETE AND SIGN OFF ON THE POLICY. KEY INDIVIDUALS ARE COLLECTIVELY DEFINED AS OFFICERS AND DIRECTORS OF THE BOARD, ALL OTHER KEY VOLUNTEERS IN REGIONS AND CHAPTERS, AND KEY EMPLOYEES IN THE NATIONAL AND REGIONAL OFFICES. THE POLICY ALSO CALLS FOR KEY INDIVIDUALS AT MEETINGS WHERE THERE WILL BE DELIBERATION OR VOTING TO FULLY DISCLOSE ANY CONFLICT TO THE PERSON CHAIRING THE MEETING. FAILURE TO COMPLY WITH THE POLICY IS GROUNDS FOR REMOVAL FROM OFFICE. ANY POTENTIAL CONFLICTS ARE RAISED TO THE APPROPRIATE INDIVIDUALS. THOSE WHICH ARE RAISED TO THE CEO WILL THEN BE INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15 IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBLITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. HOURS WORKED FOR RELATED ORGANIZATION ALAN KLUGMAN, EXECUTIVE DIRECTOR, AND MARCOS ORTIZ, CFO, EACH DEVOTED APPROXIMATELY 5 HOURS PER WEEK TO WOMEN'S AMERICAN ORT FOUDATION, A RELATED ENTITY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -280,181. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -13,521. TOTAL TO FORM 990, PART XI, LINE 5: -293,702. WOMEN'S AMERICAN ORT FOUNDATION 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 366161357 RAISES FUNDS FOR THE NETWORK OF ORT SCHOOLS/HOUSES, ENDOWMENTS NY 501(C)(3) LINE 7 ORT AMERICA INC 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 WOMEN'S AMERICAN ORT FOUNDATION M 122285 COST OF DIRECT MAILING