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THE JEWISH FEDERATIONS OF NORTH AMERICA INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATIONS OF NORTH AMERICA INC (EIN 13-1624240)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-08
IRS object ID
201301289349300710
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-08T08:19:52-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN131517563EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN131624240EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATIONS OF NORTH AMERICA INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone2122846500Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NamePAMELA ZALTSMANName
TitleCHIEF FINANCIAL OFFICERTitle
Phone2122846500Phone
Date Signed2013-04-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFREDERICK H ROTHMANName
PTINP01275277PTIN
Phone2128674000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPAMELA ZALTSMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line125 BROADWAY NO 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041010ZIPCode
FieldValueIRS element (for citing)
Gross Receipts51434384GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JEWISHFEDERATIONS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1935YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTHE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 157 FEDERATIONS, 300 NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS.ActivityOrMissionDescription
Nbr Voting Members Governing Body134NbrVotingMembersGoverningBody
Nbr Independent Voting Members134NbrIndependentVotingMembers
Total Nbr Employees187TotalNbrEmployees
Total Nbr Volunteers134TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year36960713ContributionsGrantsPriorYear
Contributions Grants Current Year36296812ContributionsGrantsCurrentYear
Program Service Revenue Prior Year7957698ProgramServiceRevenuePriorYear
Program Service Revenue CY10672975ProgramServiceRevenueCY
Investment Income Prior Year2254707InvestmentIncomePriorYear
Investment Income Current Year1210730InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year47173118TotalRevenuePriorYear
Total Revenue Current Year48180517TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2655660GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY4788000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year22854294SalariesEtcPriorYear
Salaries Etc Current Year21591858SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY181357TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2258357TotalFundrsngExpCurrentYear
Other Expense Prior Year22232894OtherExpensePriorYear
Other Expenses Current Year20791785OtherExpensesCurrentYear
Total Expenses Prior Year47742848TotalExpensesPriorYear
Total Expenses Current Year47353000TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-569730RevenuesLessExpensesPriorYear
Revenues Less Expenses CY827517RevenuesLessExpensesCY
Total Assets BOY187282038TotalAssetsBOY
Total Assets EOY179564660TotalAssetsEOY
Total Liabilities BOY130796038TotalLiabilitiesBOY
Total Liabilities EOY134608039TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY56486000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY44956621NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 157 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense18439179Expense
Revenue6705904Revenue
DescriptionFUNDRAISING/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

FieldValueIRS element (for citing)
Expense4783283Expense
Revenue1650388Revenue
DescriptionPOWER 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

FieldValueIRS element (for citing)
Expense4171242Expense
Revenue24555Revenue
DescriptionPOSITIONING 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.Description

Activity Other ActivityOther (3 entries)

ExpenseExpenseDescriptionDescriptionRevenueRevenueGrantsGrants
1949719ISRAEL & 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.
2421074TALENT: 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.515384
4782146GRANTS:THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING JAPAN EARTH QUAKE. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. FEREP AWARDS GRADUATE SCHOOL SCHOLARSHIPS FOR UP TO TWO YEARS TO INDIVIDUALS WHO MEET ELIGIBILITY REQUIREMENTS AND ARE COMMITTED TO WORKING IN THE FEDERATION SYSTEM FOLLOWING GRADUATE SCHOOL. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH THE CREATE A JEWISH LEGACY PROGRAM IN THEIR COMMUNITIES. CREATE A JEWISH LEGACY ENCOURAGES THE CREATION OF BEQUESTS BY INDIVIDUAL DONORS TO THEIR LOCAL FEDERATIONS, JEWISH COMMUNITY FOUNDATIONS, AGENCIES AND SYNAGOGUES17767444782508
FieldValueIRS element (for citing)
Total Of Other Program Service Exp9152939TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt4782508TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev2292128TotalOfOtherProgramServiceRev
Total Program Service Expense36546643TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With1096217NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees187NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryISNameOfForeignCountry
Name Of Foreign CountryOCNameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members134NbrVotingGoverningBodyMembers
Number Independent Voting Members134NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledASStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1PAMELA ZALTSMANBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2122846500TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (143 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeFormerFormer
KATHY E MANNING
CHAIR, BOARD OF TRUSTEES20.00XX000
MICHAEL C GELMAN
CHAIR, EXECUTIVE COMMITTEE10.00XX000
SUSAN K STERN
NAT. CAMPAIGN CHAIR10.00XX000
HESCHEL J RASKAS
TREASURER10.00XX000
HARVEY J BARNETT
SECRETARY10.00XX000
HARLEY GROSS
VICE CHAIR10.00X000
LORI KLINGHOFFER
VICE CHAIR10.00X000
RICHARD SANDLER
VICE CHAIR10.00X000
DAVID A SHERMAN
VICE CHAIR10.00X000
SCOT ACKERMAN
TRUSTEE1.00X000
CARYN ROSEN ADELMAN
TRUSTEE1.00X000
ERIC ALBERT
TRUSTEE1.00X000
JOEL ALPERSON
TRUSTEE1.00X000
JUDY ALTENBERG
TRUSTEE1.00X000
BRUCE A ARBIT
TRUSTEE1.00X000
ROBERT AROGETI
TRUSTEE1.00X000
JAKE F ARONOV
TRUSTEE1.00X000
HUGH BASSEWITZ
TRUSTEE1.00X000
SABY BEHAR
TRUSTEE1.00X000
SHELLEY BENSUSSEN
TRUSTEE1.00X000
JIMMY BERG
TRUSTEE1.00X000
BRIAN BILZIN
TRUSTEE1.00X000
MARILYN BLUMER
TRUSTEE1.00X000
MICHAEL BOHNEN
TRUSTEE1.00X000
JUDITH BRACHMAN
TRUSTEE1.00X000
RABBI LESTER BRONSTEIN
TRUSTEE1.00X000
BRIAN BROUSE
TRUSTEE1.00X000
DAVID BROWN
TRUSTEE1.00X000
DAVID J BUTLER
TRUSTEE1.00X000
BRET CALLER
TRUSTEE1.00X000
RENEE CHELM
TRUSTEE1.00X000
CHARLES COHEN
TRUSTEE1.00X000
DEBRA COHEN
TRUSTEE1.00X000
CAROL COOPER
TRUSTEE1.00X000
DAN GUYER
TRUSTEE1.00X000
JEFRREY DAVIDOWITZ
TRUSTEE1.00X000
RUTH MINZER DAVIDSON
TRUSTEE1.00X000
ALISA DOCTOROFF
TRUSTEE1.00X000
ELAINE DUBROVSKY
TRUSTEE1.00X000
CLAIRE ELLMAN
TRUSTEE1.00X000
ALLAN FELDBAUM
TRUSTEE1.00X000
CLAUDIA FELSON
TRUSTEE1.00X000
GENINE FIDLER
TRUSTEE1.00X000
SUSAN FIRESTONE
TRUSTEE1.00X000
CHERYL FISHBEIN
TRUSTEE1.00X000
MARC FISHER
TRUSTEE1.00X000
RABBI STEPHEN FOSTER
TRUSTEE1.00X000
DANNY FRANKEL
TRUSTEE1.00X000
HOWARD FRIEDMAN
TRUSTEE1.00X000
LORI FRITZ
TRUSTEE1.00X000
LESLIE GALES
TRUSTEE1.00X000
SUSIE GELMAN
TRUSTEE1.00X000
TED GOLDBERG
TRUSTEE1.00X000
LAURA GOLDBLUM
TRUSTEE1.00X000
BARBARA GOLDFARB
TRUSTEE1.00X000
LEONARD GOLDSTEIN
TRUSTEE1.00X000
RICHARD GOLDSTEIN
TRUSTEE1.00X000
IDY GOODMAN
TRUSTEE1.00X000
NANCY GRAND
TRUSTEE1.00X000
MITCHELL GROPPER
TRUSTEE1.00X000
HARLEY GROSS
TRUSTEE1.00X000
ANDRE GROVERMAN
TRUSTEE1.00X000
ALLEN GUGGENHEIM
TRUSTEE1.00X000
JEROME GUTLIN
TRUSTEE1.00X000
GORDON HECKER
TRUSTEE1.00X000
BOBBIE HIGER
TRUSTEE1.00X000
LINDA A HURWITZ
TRUSTEE1.00X000
HARRY IMMERMAN
TRUSTEE1.00X000
SHARON JANKS
TRUSTEE1.00X000
BRIAN KATZ
TRUSTEE1.00X000
JOSEPH KANFER
TRUSTEE1.00X000
SHERYL KIMERLING
TRUSTEE1.00X000
WAYNE KIMMEL
TRUSTEE1.00X000
JOCELYN KRIFCHER
TRUSTEE1.00X000
ROBERT KUCHNER
TRUSTEE1.00X000
JANE KULBERSH
TRUSTEE1.00X000
SHELLY KUPFER
TRUSTEE1.00X000
STUART KURLANDER
TRUSTEE1.00X000
MICHAEL LEBOVITZ
TRUSTEE1.00X000
MARY BETH LEIBOWITZ
TRUSTEE1.00X000
JERRY LEVIN
TRUSTEE1.00X000
MARK FLEVY
TRUSTEE1.00X000
RICHARD LICHT
TRUSTEE1.00X000
ANNABEL LINDENBAUM
TRUSTEE1.00X000
RABBI HASKEL LOOKSTEIN
TRUSTEE1.00X000
ISRAEL LUDWIG
TRUSTEE1.00X000
FRANCIS MAAS
TRUSTEE1.00X000
SUSAN MANDELL
TRUSTEE1.00X000
FLORINE MARK
TRUSTEE1.00X000
AMY TOLTZ-MILLER
TRUSTEE1.00X000
ROBERT MILLSTONE
TRUSTEE1.00X000
SANFORD NEUMAN
TRUSTEE1.00X000
GAIL NORRY
TRUSTEE1.00X000
JULIE WISE ORECK
TRUSTEE1.00X000
MARCIE ORLEY
TRUSTEE1.00X000
ROZZI OSTERMAN
TRUSTEE1.00X000
KAREN PACK
TRUSTEE1.00X000
ROBERT PINCUS
TRUSTEE1.00X000
JULIE PLATT
TRUSTEE1.00X000
DAVID PRATT
TRUSTEE1.00X000
JEFREY RASANSKY
TRUSTEE1.00X000
CHARLES RATNER
TRUSTEE1.00X000
SHEP REMIS
TRUSTEE1.00X000
JERRY RIBNICK
TRUSTEE1.00X000
LESLIE ROSENTHAL
TRUSTEE1.00X000
PAULA SAGINAW
TRUSTEE1.00X000
RICHARD SANDLER
TRUSTEE1.00X000
ELLEN SARNOFF
TRUSTEE1.00X000
SHERRIE SAVETT
TRUSTEE1.00X000
MIRIAM SCHARF
TRUSTEE1.00X000
STEVE SCHECK
TRUSTEE1.00X000
SKIP SCHRAYER
TRUSTEE1.00X000
S STEPHEN SELIG III
TRUSTEE1.00X000
CYNTHIA SHAPIRA
TRUSTEE1.00X000
ALAN SHARFSTEIN
TRUSTEE1.00X000
DAVID SHERMAN
TRUSTEE1.00X000
JUDITH SCHLOSSBERG
TRUSTEE1.00X000
MICHAEL SIEGAL
TRUSTEE1.00X000
HOPE SILVERMAN
TRUSTEE1.00X000
STEPHEN SILVERMAN
TRUSTEE1.00X000
DAVID SILVERS
TRUSTEE1.00X000
GREGORY SIWAK
TRUSTEE1.00X000
CAROL SMOKLER
TRUSTEE1.00X000
LISA SMUKLER
TRUSTEE1.00X000
NORMA SOBEL
TRUSTEE1.00X000
DAVID SPIRO
TRUSTEE1.00X000
DAVID STEIRMAN
TRUSTEE1.00X000
ALICE VIROSLAV
TRUSTEE1.00X000
LISA WALLACK
TRUSTEE1.00X000
MICHELLE SACKHEIM WEIN
TRUSTEE1.00X000
KENNETH WIENER
TRUSTEE1.00X000
MICHAEL WEINER
TRUSTEE.1.00X000
ELIZABETH WOLFE
TRUSTEE1.00X000
PAUL WOLFF
TRUSTEE1.00X000
JONATHAN LICHTER
ASSISTANT SECRETARY40.00X122434056560
PAMELA ZALTSMAN
CHIEF FINANCIAL OFFICER40.00X1378134593718595
GERRALD SILVERMAN
PRESIDENT, CEO40.00X612989063843
BECKY CASPI
DIRECTOR GEN.- ISRAEL OFFICE40.00246735038983X
WILLIAM DAROFF
VICE PRES.40.00259635039374X
JOE IMBERMAN
ASSISTANT VICE PRES.40.00212072071016X
PAUL KANE
SENIOR ADVISOR TO G. SILVERMAN40.00319452077184X
ADAM SMOLYAR
CHIEF MARKETING OFFICER40.00252394018807X
SAM ASTROF
COO & CFO40.00329236076717X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2492760TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs45937TotalReportableCompFrmRltdOrgs
Total Other Compensation461079TotalOtherCompensation
Number Individuals GT100 K50NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BLACKBAUD INC
PO BOX 930256ATLANTAGA311930256FEDERATION DONOR MANAGEMENT SYSTEM641174
WYNDHAM JADE
6400 INTERNATIONAL PARKWAY 2500PLANOTX75093MEETING LOGISTIC REGISTRATION619569
DEBORAH SMITH
9566 GULFSHORE DRIVENAPLESFL34108MANAGEMENT & TRAINING CONSULTANT321672
BLUE STATE DIGITAL LLC
734 15 STREET NW 1200WASHINGTONDC20005ONLINE CONTENT MGT SYSTEM318443
RSM MCGLADREY INC
5155 PAYSPHERE CIRCLECHICAGOIL60674CONSULTANT - DONOR MGT270725
FieldValueIRS element (for citing)
Number Of Contractors GT100 K11NumberOfContractorsGT100K
All Other Contributions36296812AllOtherContributions
Total Contributions36296812TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
FUNDRAISING90009984826488482648
POWER OF COLLECTIVE90009916503881650388
TALENT900099515384515384
POSITIONING FOR FUTURE9000992455524555
FieldValueIRS element (for citing)
Total Program Service Revenue10672975TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column916966TotalRevenueColumn
Exclusion$916,966ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3547631Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3253867Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities293764Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column293764TotalRevenueColumn
Exclusion$293,764ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SEE SCHEDULE O9000997188600071886000
SEE SCHEDULE O900099-71886000-71886000

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column48180517TotalRevenueColumn
Related Or Exempt Function Income10672975RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,210,730ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total4788000Total
Program Services4788000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1464125Total
Program Services1041432ProgramServices
Management And General299559ManagementAndGeneral
Fundraising123134Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total14602997Total
Program Services10387112ProgramServices
Management And General2987773ManagementAndGeneral
Fundraising1228112Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1633664Total
Program Services1162025ProgramServices
Management And General334248ManagementAndGeneral
Fundraising137391Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2777389Total
Program Services1975557ProgramServices
Management And General568254ManagementAndGeneral
Fundraising233578Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1113683Total
Program Services792163ProgramServices
Management And General227859ManagementAndGeneral
Fundraising93661Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total153437Total
Program Services132078ProgramServices
Management And General21359ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total142700Total
Management And General142700ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total181357Total
Fundraising181357Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total5225643Total
Program Services4462643ProgramServices
Management And General763000ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total727000Total
Program Services635000ProgramServices
Management And General48000ManagementAndGeneral
Fundraising44000Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1153084Total
Program Services652000ProgramServices
Management And General440000ManagementAndGeneral
Fundraising61084Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total230603Total
Program Services198603ProgramServices
Management And General32000ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3752000Total
Program Services2145000ProgramServices
Management And General1560000ManagementAndGeneral
Fundraising47000Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1483000Total
Program Services977000ProgramServices
Management And General407000ManagementAndGeneral
Fundraising99000Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3553000Total
Program Services3122000ProgramServices
Management And General422951ManagementAndGeneral
Fundraising8049Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total836490Total
Program Services677557ProgramServices
Management And General158933ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total367778Total
Program Services297900ProgramServices
Management And General69878ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
SEE SCHEDULE O7357100073571000
MISSION PARTICIPANT EXP28830002883000
OTHER284050217573644861991
SEE SCHEDULE O-73571000-73571000

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total47353000Total
Program Services36546643ProgramServices
Management And General8548000ManagementAndGeneral
Fundraising2258357Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY6331705BOY
EOY4526987EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5809909BOY
EOY7879375EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY42729144BOY
EOY41605921EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY62069792BOY
EOY57040244EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY57009BOY
EOY57009EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2120272BOY
EOY2722005EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis11217650LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4951384LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY6925449BOY
EOY6266266EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY31027415BOY
EOY28563434EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY25923069BOY
EOY25957206EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY3952899BOY
EOY4597838EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY335375BOY
EOY348375EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY187282038BOY
EOY179564660EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY26949297BOY
EOY37635791EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY12268065BOY
EOY13661445EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY91578676BOY
EOY83310803EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY130796038BOY
EOY134608039EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7825000BOY
EOY-6278379EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY45258000BOY
EOY43250000EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3403000BOY
EOY7985000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY56486000BOY
EOY44956621EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY187282038BOY
EOY179564660EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses827517ReconcilationRevenueExpenses
Reconcilation Other Changes-12356896ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years39992896CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years37395493CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34737311CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year36960713CurrentTaxYearMinus1Year
Current Tax Year36296812CurrentTaxYear
Total185383225Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years39992896CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years37395493CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34737311CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year36960713CurrentTaxYearMinus1Year
Current Tax Year36296812CurrentTaxYear
Total185383225Total
FieldValueIRS element (for citing)
Public Support Total170185383225PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years990259CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1144926CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years765495CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year809087CurrentTaxYearMinus1Year
Current Tax Year916966CurrentTaxYear
Total4626733Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years803293CurrentTaxYearMinus4Years
Total803293Total
FieldValueIRS element (for citing)
Total Support190813251TotalSupport
Gross Receipts From Admissions Etc37236720GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.97150PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97170PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
General ExplanationSCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART 11 LINE 10, EXPLANATION FOR OTHER INCOME FOR YEAR 2007 FEDWEB INCOME IS CLASSIFIED AS OTHER REVENUE AND FOR YEAR 2011 IT IS CLASSIFIED AS PROGRAM SERVICE REVENUE.GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Org Belongs To Affiliated GroupXOrgBelongsToAffiliatedGroup

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals128136FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals512543FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals640679FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals46712321FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals47353000FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3586753CurrentYearMinus3
Current Year Minus2667747CurrentYearMinus2
Current Year Minus1472057CurrentYearMinus1
Current Year512543CurrentYear
Total2239100Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1118014CurrentYearMinus1
Current Year118014CurrentYear
Total736028Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,104,042GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance21465107BeginningOfYearBalance
Contributions4582000Contributions
End Of Year Balance26047107EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance21174107BeginningOfYearBalance
Contributions291000Contributions
End Of Year Balance21465107EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance20574107BeginningOfYearBalance
Contributions600000Contributions
End Of Year Balance21174107EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance20574107BeginningOfYearBalance
End Of Year Balance20574107EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.40000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.44000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.16000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis6918844InvestmentCostOrOtherBasis
Depreciation1414548Depreciation
Book Value5504296BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis4298806InvestmentCostOrOtherBasis
Depreciation3536836Depreciation
Book Value761970BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings6266266TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
LIMITED PARTNERSHIPS15442050F
LIMITED LIABILITY CORP10515156F
FieldValueIRS element (for citing)
Total Of Book Value Securities25957206TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAMOUNTS HELD FOR DISTRIBUTION TO OTHERS AND OTHER EXPENSESDescription
Amount$83,310,803Amount
FieldValueIRS element (for citing)
Total Of Amounts83310803TotalOfAmounts
Total Revenue48180517TotalRevenue
Total Expenses47353000TotalExpenses
Excess Or Deficit For Year827517ExcessOrDeficitForYear
Net Unrealized GL On Investments-1456641NetUnrealizedGLOnInvestments
Investment Expenses-145876InvestmentExpenses
Other-$10,754,379OtherAmount
Total Adjustments-12356896TotalAdjustments
Excess Or Deficit Per FS-11529379ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt242056000TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-1456641NetUnrealizedGainsInvestments
Other Revenues195920000OtherRevenues
Revenue Not Rptd F990194463359RevenueNotRptdF990
Revenue Subtotal47592641RevenueSubtotal
Investment Expenses Not Included145876InvestmentExpensesNotIncluded
Other Revenues Not Included442000OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt587876RevenueNotRptdOnFinStmt
Total Revenue Per Form99048180517TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt254004000TotExpensesEtcAuditedFinclStmt
Other Expenses Included207093000OtherExpensesIncluded
Expenses Not Rptd F990207093000ExpensesNotRptdF990
Expenses Subtotal46911000ExpensesSubtotal
Other Expenses Not Included442000OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt442000ExpensesNotRptdOnFinStmt
Total Expenses Per Form99047353000TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)

IdentifierIdentifierExplanationExplanation
PART XI, LINE 8 - OTHER ADJUSTMENTS:ADDITIONAL MINIMUM PENSION LIABILITY -10,754,379.
PART XII, LINE 2D - OTHER ADJUSTMENTS:JFNA/UIA ELIMINATION ENTRY
PART XII, LINE 4B - OTHER ADJUSTMENTS:JFNA/UIA ELIMINATION ENTRY
PART XIII, LINE 2D - OTHER ADJUSTMENTS:UIA EXPENSES
PART XIII, LINE 4B - OTHER ADJUSTMENTS:JFNA/UIA ELIMINATION ENTRY
PART XII, 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. $195,920,000
PART XIII, 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) $207,093,000

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionMIDDLE EAST AND NORTHERN AFRICARegion
Number Of Offices1NumberOfOffices
Number Of Employees27NumberOfEmployees
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConducted
Specific Services ProvidedJFNA GLOBAL OPERATIONS AND FEDERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD. ALONG WITH MISSIONS TO ISRAEL WHICH ARE ORGANIZED THROUGHOUT THE YEAR.SpecificServicesProvided
Total Expenditures7993821TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees27SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees27TotalNumberOfEmployees
Subtotal Amount Spent7993821SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent7993821TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
SCA DIRECT INC
11200 WAPLES MILL RDFAIRFAXVA22030FUNDRAISING CONSULTANT019069515675033945
SEIGEL MARKETING GROUP INC
1845 N FARWELL AVENUE SUITE 300MILWAUKEEWI53202TELEMARKETING FUNDRAISER0614102460736803
FieldValueIRS element (for citing)
Total Gross Receipts252105TotalGrossReceipts
Total Retained By Contractors181357TotalRetainedByContractors
Total Net To Organization70748TotalNetToOrganization
Licensed StatesCTLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesILLicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF FUNDRAISING PAYMENTSIdentifier
Return ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)ReturnReference
ExplanationSERVICES PROVIDED BY THE FUNDRAISERS TO GENERATE DONATIONS ON BEHALF OF LOCAL JEWISH FEDERATIONS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (16 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
SECURE COMMUNITY NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004201437733501 (C) 3350000NATIONAL JEWISH NON-PROFIT HOMELAND SECURITY INITIATIVE
JEWISH COUNCIL OF PUBLIC AFFAIRS
116 EAST 27TH STREET 10TH FLOORNEW YORKNY10016131624104501 (C) 31165428JFNA. IN PARTNERSHIP WITH JCPA IS LEADING THE EFFORT TO PROVIDE A COMMUNITY-BASED RESPONSE TO THE ASSAULT ON ISRAEL'S LEGITIMACY BY ESTABLISHING THE ISRAEL ACTION NETWORK
HILLER FOUNDATION
800 EIGHTH STREET NWWASHINGTONDC20001521844823501 (C) 315000THANKSGIVING DINNER FOR US STUDENTS WHO STUDY IN ISRAEL
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE - JDC
711 3RD AVENUENEW YORKNY10017131656634501 (C) 3512822DISASTER RELIEF, & VENTURE FUND
UNIVERSITY OF CONNECTICUT
405 BAAIDGE ROAD UNIT 1205STORRSCT062591205066070722501 (C) 3208240SCHOLARSHIP
BIRTHRIGHT ISRAEL
33 EAST 33RD STREET 7TH FLOORNEW YORKNY10016134092050501 (C) 350000400,000 TEN YEARS COMMITMENT
JEWISH ENDOWMENT OF WESTERN MASSACHUSETS
1160 DICKINSONSPRINGFIELDMA01108042103559501 (C) 35000CHALLENGE GRANTS TO CREATE A JEWISH LEGACY
UNITED ISRAEL APPEAL
25 BROADWAY SUITE 1700NEW YORKNY10004131760102501 (C) 31676728VENTURE FUND
NEW YORK UNIVERSITY
29 WASHINGTON SQUARENEW YORKNY10011135562308501 (C) 320000SCHOLARSHIP
HEBREW UNION COLLEGE
3101 CLIFTON AVENUECINCINNATIOH45220310537067501 (C) 39006SCHOLARSHIP
ANDREA CHARLES BRONFMAN PHILANTHROPIES
110 EAST 59TH STREET 26TH FLOORNEW YORKNY10022133984936501 (C) 336094GRANTS TO TRAIN FEDERATION PROFESSIONAL ON MULTIGENERATIONAL FAMILY PHILANTHROPY .
BRANDIES UNIVERSITY
415 SOUTH STREETWALTHAMMA02453042103552501 (C) 320000SCHOLARSHIP
UNIVERSITY OF MARYLAND
620 W LEXINGTONBALTIMOREMD21201526002033501 (C) 320000SCHOLARSHIP
UNIVERSITY OF MINNESOTA
2221 UNIVERSITY AVE EAST SUITE 111MINNEAPOLISMN55414416007513501 (C) 315405SCHOLARSHIP
BIRMINGHAM JEWISH FEDERATIONS
PO BOX 130219BIRMINGHAMAL352130219631045456501 (C) 35650TORNADO RELIEF
JEWISH FEDERATION OF GREATER HARRISBURG
3301 N FRONT STREETHARRISBURGPA171101436231352338501 (C) 3100000FLOOD DAMAGE - SEPT 2011
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants17TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception1InitialContractException
Rebuttable Presumption Procedure1RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JONATHAN LICHTER
12074400016900293490272110178994000
PAMELA ZALTSMAN
137380457930043314411871395720756921517595058600
GERRALD SILVERMAN
61140800015810344440293990676832000
BECKY CASPI
225055000216800213480176350285718000
WILLIAM DAROFF
2590450005900133060260680299009000
JOE IMBERMAN
20896200031100416960293200283088000
PAUL KANE
31509600043560430340341500396636000
ADAM SMOLYAR
251900000494071930116140271201000
SAM ASTROF
315640000135960622530144640405953000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1APART I, LINE 1A: GERRALD SILVERMAN RECEIVED A DIRECT MONTHLY HOUSING ALLOWANCE TOTALING $450 PER MONTH AND WAS TREATED AS TAXABLE COMPENSATION.
PART IIIPART 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 ZALTSMANS SALARY IS EXPENSED 75% TO JFNA AND 25% TO UIA YITZCHAK SHAVIT'S SALARAY IS EXPENSED 50% TO JFNA AND 50% TO UIASUPPLEMENTAL INFORMATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (18 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2FEDERATION 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 2MICHAEL GELMAN & SUSIE GELMAN-HUSBAND & WIFE DAVID BUTLER - MICHAEL GELMAN - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 6FEDERATION MEMBERS CORPORATION -DELAWARE NOT-FOR-PROFIT CORPORATION AND SOLE MEMBER OF THE CORPORATION. "CORPORATION" MEANS THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. FORMERLY KNOWN AS UNITED JEWISH COMMUNITIES, INC., FORMERLY KNOWN AS UNITED JEWISH APPEAL, INC., THE SURVIVING CORPORATION IN THE MERGER OF UNITED JEWISH APPEAL, INC. AND COUNCIL OF JEWISH FEDERATIONS, INC. FEDERATION MEMBERS OF THE FEDERATIONS MEMBERS CORPORATION ARE U.S. FEDERATIONS AND CANADIAN FEDERATIONS.
FORM 990, PART VI, SECTION A, LINE 7ATHROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THIS GROUP OF TRUSTEES. THE REMAINING TRUSTEES ARE APPOINTED BY OUR DELEGATE ASSEMBLY, ESSENTIALLY MADE UP OF FEDERATION REPRESENTATIVES PURSUANT TO REPRESENTATION SPECIFICATIONS PROVIDED UNDER THE JEWISH FEDERATIONS OF NORTH AMERICA BY-LAWS.
FORM 990, PART VI, SECTION A, LINE 7BUNDER THE CORPORATION BY-LAWS THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11THE 990 WAS PREPARED BY THE JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM 990 IS REVIEWED BY JFNA MANAGEMENT BEFORE BEING PRESENTED FOR AUDIT BY INDEPENDENT AUDITORS AND REVIEWED BY THE JFNA AUDIT COMMITTEE, AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES, BEFORE FILING. THE 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE JEWISH FEDERATION OF NORTH AMERICA CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST ANNUAL STATEMENT FOR EMPLOYEES. MEMBERS OF THE STAFF ARE REQUIRED TO PROVIDE AN INITIAL AND, THEREAFTER, ANNUAL STATEMENT ATTESTING: -THAT THEY HAVE READ AND ARE FAMILIAR WITH THE CONFLICT OF INTEREST POLICY; -THAT NEITHER THEY, NOR TO THE BEST OF THEIR KNOWLEDGE, THEIR FAMILY MEMBERS, HAVE IN THE PAST ENGAGED, ARE PRESENTLY ENGAGING, OR PLAN TO ENGAGE IN ANY ACTIVITY THAT CONTRAVENES THIS POLICY. DISCLOSURES REQUIRED FROM MEMBERS OF THE STAFF MUST BE DIRECTED IN WRITING TO THE HUMAN RESOURCES DIRECTOR. IN THE EVENT THAT MEMBERS OF THE STAFF BECOME AWARE OF A CONFLICT, THEY SHALL DISCLOSE SUCH INFORMATION TO THE CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, WHO WILL COMMUNICATE TO THE PRESIDENT THOSE DISCLOSURES THAT ARE REQUIRED BY THIS POLICY. THESE DISCLOSURES SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTERESTS OF THIS ORGANIZATION WOULD BE SERVED BY COMMUNICATING THE INFORMATION TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. ANY STAFF MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST A DECISION FROM THE PRESIDENT (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) WHO WILL CONFER WITH THE JEWISH FEDERATIONS OF NORTH AMERICA'S OUTSIDE COUNSEL, BOTH OF WHOM SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. REPORTING THE CHAIR OF THE BOARD AND THE CHAIR OF THE EXECUTIVE COMMITTEE (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED. PENALTY FOR NON-COMPLIANCE FAILURE TO COMPLY WITH THIS POLICY, INCLUDING FAILURE TO SUBMIT IN A TIMELY FASHION THE STATEMENTS REQUIRED, WILL BE GROUNDS FOR TERMINATION. THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS, AND COMMITTEE MEMBERS: DISCLOSURE: JFNA TRUSTEES, OFFICERS AND COMMITTEE MEMBERS SHALL BE REQUIRED TO PROVIDE AN INITIAL, AND, THEREAFTER, ANNUAL, STATEMENT, ATTESTING: -THAT THEY HAVE READ AND ARE FAMILIAR WITH THE POLICY. -THAT NEITHER THEY, NOR, TO THE BEST OF THEIR KNOWLEDGE, ANY OF THEIR IMMEDIATE FAMILY MEMBERS, HAVE ENGAGED IN THE PAST, ARE PRESENTLY ENGAGED, OR EXPECT TO ENGAGE IN ANY ACTIVITY THAT CONSTITUTES A CONFLICT OF INTEREST UNDER THIS POLICY. DISCLOSURES REQUIRED FROM TRUSTEES, OFFICERS OR COMMITTEE MEMBERS UNDER THIS POLICY MUST BE DIRECTED IN WRITING TO THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER MAY REQUEST A DECISION FROM THE CHAIR OF THE BOARD, CHAIR OF THE EXECUTIVE COMMITTEE, OR TREASURER (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST), WHO WILL CONFER WITH THE JFNA OUTSIDE COUNSEL, WHO TOGETHER SHALL BE RESPONSIBLE FOR DETERMINING WHETHER A POSSIBLE CONFLICT EXISTS. NOTICE SHALL BE PROVIDED TO THE CHAIR OF THE AUDIT COMMITTEE. REPORTING: THE CHAIR OF THE BOARD (OR ANY COMMITTEE OF THE BOARD ENTRUSTED WITH THE OVERSIGHT OF CONFLICTS OF INTEREST) SHALL MAKE A REPORT TO THE AUDIT COMMITTEE, AT LEAST ANNUALLY, LISTING ALL CONFLICTS AND IDENTIFYING THOSE THAT WERE APPROVED, AND THE BASIS UPON WHICH APPROVAL WAS GIVEN. CONSIDERATION OF WHETHER A POSSIBLE CONFLICT OF INTEREST RELATIONSHIP IS TO BE SANCTIONED AND/OR TRANSACTION ENTERED INTO THAT WOULD GIVE RISE TO A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST SHALL BE MADE BY THE CHAIR OF THE BOARD IN THE LIGHT OF WHETHER SUCH RELATIONSHIP OR TRANSACTION SERVES JFNA'S BEST INTERESTS, NOTWITHSTANDING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. PAST PRACTICES SHALL ALSO BE A FACTOR TO BE WEIGHED IN THE DETERMINATION. NONCOMPLIANCE: IT SHALL BE THE RESPONSIBILITY OF THE TREASURER TO NOTIFY THE CHAIR OF THE BOARD OF THE FAILURE OF ANY TRUSTEE, OFFICER OR COMMITTEE MEMBER TO COMPLY WITH THIS POLICY, INCLUDING FAILURE TO TIMELY SUBMIT THE STATEMENTS REQUIRED. THE CHAIR OF THE BOARD SHALL TAKE SUCH FURTHER ACTION AS MAY BE APPROPRIATE, WHICH MAY INCLUDE RECOMMENDATION TO THE BOARD THAT SUCH PERSON BE REMOVED FROM OFFICE. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT THE FOLLOWING GOVERNANCE QUESTIONNAIRE ANNUALLY: 1 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE? IF YES, IDENTIFY THE PERSON AND DESCRIBE THE RELATIONSHIP- BUSINESS/FAMILY 2 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A DIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION (OTHER THAN AS AN OFFICER, DIRECTOR, TRUSTEE, OR EMPLOYEE) OR AN INDIRECT BUSINESS RELATIONSHIP THROUGH OWNERSHIP OF MORE THAN 35% IN ANOTHER ENTITY (INDIVIDUALLY OR COLLECTIVELY) WITH ANOTHER OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE OR HIGHLY COMPENSATED EMPLOYEE). 3 DURING THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A FAMILY MEMBER WHO HAD A DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH THE ORGANIZATION? 4 DURING THE ORGANIZATION'S TAX YEAR, DID YOU SERVE AS AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE, PARTNER, OR MEMBER OF AN ENTITY (OR A SHAREHOLDER OF A PROFESSIONAL CORPORATION) DOING BUSINESS WITH THE ORGANIZATION? IF YES IS ANSWERED TO QUESTIONS #2. 3 AND/OR 4, PROVIDE DETAILS INCLUDING - NAME OF INTERESTED PERSON, RELATIONSHIP, DESCRIPTION OF TRANSACTION, SHARING OF ORGANIZATION'S REVENUE AND AMOUNT. 5 AT THE END OF THE ORGANIZATION'S TAX YEAR, DID YOU HAVE A LOAN OUTSTANDING TO OR FROM THE ORGANIZATION. IF YES, 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 15COMPENSATION COMMITTEE THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: -SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. -APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. -REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON-UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA IN ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. -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 18THE JEWISH FEDERATIONS OF NORTH AMERICA FORM 990 IS AVAILABLE UPON REQUEST AND ON THE JEWISHFEDERATIONS.ORG WEBSITE.
FORM 990, PART VI, SECTION C, LINE 19ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE AT REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON THE JEWISHFEDERATIONS.ORG WEBSITE.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -1,456,641. INVESTMENT EXPENSES: -145,876. ADDITIONAL MINIMUM PENSION LIABILITY -10,754,379. TOTAL TO FORM 990, PART XI, LINE 5: -12,356,896.CHANGES IN NET ASSETS OR FUND BALANCES:
PART XII LINE 2CTHERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS, FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THE ACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD.
SCHEDULE R PART V LINE 1NCERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL.
SCHEDULE R PART V LINE 1QJFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL LIST TRANSFER OF CASH AS EXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES.
PART IV QUESTION 12 PART XI 2A AND 2BJFNA PREPARED A CONSOLIDATED AUDITED FINANCIAL STATEMENT PREPARED IN ACCORDANCE WITH GAAP. FORM 990 DOES NOT PERMIT PARENT SUBSIDIARY ORGANIZATIONS TO FILE A CONSOLIDATED FORM 990. THEREFORE, JFNA AND ITS WHOLLY OWNED SUBSIDIARY, UNITED ISRAEL APPEAL, INC., ARE REQUIRED TO FILE SEPARATE FORM 990'S.
PART VI, SECTION B, LINE 13WHISTLE BLOWER POLICY PROHIBITED ACTIONS COMMISSION OF ANY OF THE FOLLOWING ACTS WILL BE CONSIDERED CAUSE FOR IMMEDIATE DISCIPLINARY ACTION, INCLUDING BUT NOT LIMITED TO, TERMINATION OF EMPLOYMENT, AND 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 CALLING THE TOLL-FREE TELEPHONE NUMBER (800) 482-3920 IN THE US OR CANADA OR, IN ISRAEL, FROM AN OUTSIDE LINE DIAL 1(800) 94-94-949; A VOICE PROMPT WILL THEN ASSIST YOU IN DIALING THE TOLL-FREE NUMBER. ANOTHER OPTION IS FOR YOU TO ACCESS A CONFIDENTIAL WEBSITE AT HTTPS://SECURE.ETHICSPOINT.COM/DOMAIN/EN/REPORT_CUSTOM.ASP?CLIENTID=139 AND "MAKE A REPORT". 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 VIII, LINES 11A AND 11B AND PART IX LINES 24A AND 24EJFNA 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, 2012, REVENUES AND GRANTS AMOUNTED TO $71,886,000 AND $73,571,000 RESPECTIVELY.
THE NET ASSETS DEFICIT OF ($6,278,379.00) INCORPORATES AN ACRUAL FOR THE ACTUARIALLY DETERMINED PENSION LIABILITY OF $24,767,000.00. 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 $18,488,621.00.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1JFBP LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10004ZIPCode
FieldValueIRS element (for citing)
EIN352221732EIN
Primary ActivitiesFACILITATES THE ISSUANCE OF TAX-EXEMPT BONDS BY FED. AND THEIR AFFILIATESPrimaryActivities
Legal Domicile StateNYLegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UNITED ISRAEL APPEALINCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10004ZIPCode
FieldValueIRS element (for citing)
EIN131760102EIN
Primary ActivitiesADMINISTERS/SUPERVISES FUNDS ALLOC FOR PHILANTHROPIC PURPOSESPrimaryActivities
Legal Domicile StateNYLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATIONS OF NORTH AMERICA INCBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg