JEWISH FEDERATION OF GREATER ST PAUL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER ST PAUL (EIN 41-0693887)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-02-05
- IRS object ID
- 202640369349301299
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-05T15:47:35-06:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411680240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDK CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S 7TH ST SUITE 3000 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNITED JEWISH FUND AND COUNCIL | BusinessNameLine1Txt |
| Business Name Line2 | ST PAUL JEWISH FEDERATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6516901707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 S CLEVELAND AVE 227 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KAPLAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6516901707 | PhoneNum |
| Signature | 2026-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRANDON REINSCHMIDT CPA | PreparerPersonNm |
| PTIN | P01778488 | PTIN |
| Phone | 6123325500 | PhoneNum |
| Preparation | 2026-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID KAPLAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 S CLEVELAND AVE 227 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,492,078 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHSTPAUL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO UNITE, SUSTAIN AND ENHANCE THE ST. PAUL JEWISH COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,353,413 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,197,805 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $184,990 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $145,485 | CYProgramServiceRevenueAmt |
| PY Investment Income | $273,893 | PYInvestmentIncomeAmt |
| CY Investment Income | $392,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,812,296 | PYTotalRevenueAmt |
| CY Total Revenue | $3,735,965 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,245,985 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,857,998 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $774,756 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $775,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $402,319 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $746,701 | PYOtherExpensesAmt |
| CY Other Expenses | $749,811 | CYOtherExpensesAmt |
| PY Total Expenses | $5,767,442 | PYTotalExpensesAmt |
| CY Total Expenses | $3,382,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$955,146 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $353,072 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,006,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,900,809 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,197,510 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,156,566 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,808,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,744,243 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO UNITE, SUSTAIN, AND ENHANCE THE ST. PAUL JEWISH COMMUNITY AND STRENGTHEN BONDS WITH JEWISH COMMUNITIES IN ISRAEL AND AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,180,361 | ExpenseAmt |
| Grant | $1,857,998 | GrantAmt |
| Revenue | $5,000 | RevenueAmt |
| Desc | ALLOCATIONS, SCHLIACH:THE ST. PAUL JEWISH FEDERATION FORMS THE FOUNDATION OF THE APPROXIMATELY 22,000 MEMBERS OF THE GREATER ST. PAUL JEWISH COMMUNITY. OUR PURPOSE STATEMENT AFFIRMS, "WE BELIEVE NO JEW SHOULD EVER FEEL ALONE. WE ENSURE THE LASTING PRESENCE OF AN INCLUSIVE, VIBRANT JEWISH COMMUNITY IN ST. PAUL." THE FEDERATION SERVES AS THE CENTRAL COMMUNITY PLANNER, CONVENER, AND FUNDER FOR OUR JEWISH COMMUNITY. WE OFFER PROGRAMS THAT ENGAGE PEOPLE IN JEWISH LIFE AS WELL AS CRITICAL FUNDING TO MORE THAN A DOZEN LOCAL, NATIONAL AND OVERSEAS ORGANIZATIONS. THROUGH OUR PROGRAMS AND GRANTS, WE SUPPORT THE MOST VULNERABLE MEMBERS OF OUR LOCAL JEWISH COMMUNITY AS WELL AS THOSE IN 70 OTHER COUNTRIES. WE STRENGTHEN JEWISH LIFE AND IDENTITY THROUGH EDUCATIONAL, CULTURAL AND SOCIAL PROGRAMMING, AND BUILD STRONG BONDS BETWEEN THE ST. PAUL JEWISH COMMUNITY AND WORLD JEWRY, INCLUDING ISRAEL. WE SAFEGUARD JEWISH INSTITUTIONS AND PROTECT JEWS AGAINST ANTI-SEMITISM. WE WORK WITH ORGANIZATIONS TO ENSURE THE LONG-TERM SUSTAINABILITY, VIBRANCY AND SAFETY OF OUR COMMUNITY AND THE JEWISH PEOPLE. IN TIMES OF CRISES, WE MOBILIZE THE JEWISH COMMUNITY TO RESPOND COLLECTIVELY. EXPENSES INFISCAL YEAR 2024 INCLUDE OVER $1 MILLION FROM THE ISRAEL EMERGENCY CAMPAIGN INRESPONSE TO THE ATTACKS ON OCTOBER 7, 2023. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $54,894 | ExpenseAmt |
| Desc | HARRY KAY LEADERSHIP INSTITUTE, YOUNG ADULT LEADERSHIP, RUSSIAN EVENTS (RAJMN):FEDERATION PARTNERS WITH OTHER COMMUNITY ORGANIZATIONS TO ENSURE A VIBRANT, COHESIVE AND INCLUSIVE JEWISH COMMUNITY IN ST. PAUL BY SPONSORING LOCAL, NATIONAL AND INTERNATIONAL SPEAKERS, CONVENING PROGRAMS, COLLABORATING WITH PARTNER AGENCIES TO ADDRESS ISSUES OF ANTI-SEMITISM, AND CREATING EVENTS AND SERVICES TO GROW AND ENGAGE TOMORROW'S LEADERS. IT STRENGTHENS THE RELATIONSHIP BETWEEN THE LOCAL JEWISH COMMUNITY AND WORLD JEWRY BY BRINGING ISRAELIS TO THE COMMUNITY TO BUILD PERSONAL RELATIONSHIPS, PROVIDE ISRAELI-FOCUSED PROGRAMMING, OFFERING SCHOLARSHIPS TO ISRAELIS TO ATTEND AMERICAN UNIVERSITIES AND SUPPORTING EXPERIENCES IN ISRAEL AND OTHER COUNTRIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $397,739 | ExpenseAmt |
| Revenue | $140,485 | RevenueAmt |
| Desc | PJ LIBRARY, PASSPORT TO ISRAEL, BIRTHRIGHT ISRAEL, CAMP SCHOLARSHIPS AND ISRAELI GRADUATE SCHOLARSHIPS:FEDERATION HELPS YOUTH BUILD STRONG JEWISH IDENTITIES THROUGH TIME-TESTED PROGRAMS. WE INTRODUCE CHILDREN TO THE CONCEPT OF TZEDAKAH, BY ALLOWING THEM TO ESTABLISH THEIR OWN PHILANTHROPIC FUND WHICH ENABLES THEM TO MAKE DONATIONS TO THE NON-PROFIT ORGANIZATION OF THEIR CHOICE. WE PROVIDE DOZENS OF SCHOLARSHIPS FOR JEWISH YOUTH TO ATTEND SUMMER CAMP AND ISRAEL EXPERIENCES. EVERY MONTH, WE PROVIDE MORE THAN 400 CHILDREN AGES SIX MONTHS TO EIGHT YEARS WITH FREE JEWISH-CONTENT BOOKS AND MUSIC THROUGH THE PJ LIBRARY PROGRAM. WE HELP YOUNG PEOPLE GO TO ISRAEL THROUGH OUR PASSPORT TO ISRAEL PROGRAM AND OTHER ISRAEL EXPERIENCE PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,632,994 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516901707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 S CLEVELAND AVE SUITE 227 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARNI TESLOS | ||||||
| PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM FRISHBERG | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER KAPLAN | ||||||
| PRESIDENT ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON DIVINE | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY ALCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINO ADELSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEB GETSUG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH LAMIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH MARTINEZ-PODOLSKY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY PAPER | ||||||
| DIRECTOR - PARTIAL YEAR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN BALDINGER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EZRA STROHM | ||||||
| DIRECTOR - PARTIAL YEAR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER SCHNEIDER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOE LANE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY KIPP | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBEKAH JACOB | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARA RICE | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHILOH HENDERSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TESSA BLAKELEY SILVER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY GOLDMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE FINK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARI PARRITZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA POVARCHUK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE SAXON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SPIERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM STROHM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KAPLAN | ||||||
| CEO | 45.00 | Yes (X) | $146,212 | $0 | $10,933 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $146,212 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,933 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH ST STE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING | ServicesDesc |
| Compensation | $102,855 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,197,805 | AllOtherContributionsAmt |
| Noncash Contributions | $813,397 | NoncashContributionsAmt |
| Total Contributions | $3,197,805 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEE INCOME | 900099 | $131,799 | $131,799 |
| PROGRAM EVENT INCOME | 900099 | $13,686 | $13,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $145,485 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,257 | TotalRevenueColumnAmt |
| Exclusion | $10,257 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,138,531 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $756,113 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,418 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,418 | TotalRevenueColumnAmt |
| Exclusion | $382,418 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,735,965 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145,485 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $392,675 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,712 | TotalAmt |
| Program Services | $1,744,712 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,286 | TotalAmt |
| Program Services | $113,286 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,301 | TotalAmt |
| Program Services | $94,704 | ProgramServicesAmt |
| Management And General | $16,328 | ManagementAndGeneralAmt |
| Fundraising | $52,269 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,644 | TotalAmt |
| Program Services | $268,304 | ProgramServicesAmt |
| Management And General | $46,259 | ManagementAndGeneralAmt |
| Fundraising | $148,081 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,803 | TotalAmt |
| Program Services | $6,845 | ProgramServicesAmt |
| Management And General | $1,180 | ManagementAndGeneralAmt |
| Fundraising | $3,778 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,557 | TotalAmt |
| Program Services | $51,937 | ProgramServicesAmt |
| Management And General | $8,955 | ManagementAndGeneralAmt |
| Fundraising | $28,665 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,779 | TotalAmt |
| Program Services | $27,709 | ProgramServicesAmt |
| Management And General | $4,777 | ManagementAndGeneralAmt |
| Fundraising | $15,293 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,530 | TotalAmt |
| Program Services | $7,530 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,610 | TotalAmt |
| Management And General | $138,610 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,876 | TotalAmt |
| Management And General | $68,876 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,845 | TotalAmt |
| Program Services | $32,311 | ProgramServicesAmt |
| Management And General | $12,379 | ManagementAndGeneralAmt |
| Fundraising | $36,155 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,750 | TotalAmt |
| Program Services | $51,150 | ProgramServicesAmt |
| Management And General | $836 | ManagementAndGeneralAmt |
| Fundraising | $3,764 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,384 | TotalAmt |
| Program Services | $16,093 | ProgramServicesAmt |
| Management And General | $9,189 | ManagementAndGeneralAmt |
| Fundraising | $18,102 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,177 | TotalAmt |
| Program Services | $26,819 | ProgramServicesAmt |
| Management And General | $20,531 | ManagementAndGeneralAmt |
| Fundraising | $8,827 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,158 | TotalAmt |
| Program Services | $26,938 | ProgramServicesAmt |
| Management And General | $6,489 | ManagementAndGeneralAmt |
| Fundraising | $11,731 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,664 | TotalAmt |
| Program Services | $7,637 | ProgramServicesAmt |
| Management And General | $3,536 | ManagementAndGeneralAmt |
| Fundraising | $3,491 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,663 | TotalAmt |
| Program Services | $3,991 | ProgramServicesAmt |
| Management And General | $1,848 | ManagementAndGeneralAmt |
| Fundraising | $1,824 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713 | TotalAmt |
| Management And General | $713 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,302 | TotalAmt |
| Program Services | $7,832 | ProgramServicesAmt |
| Management And General | $4,338 | ManagementAndGeneralAmt |
| Fundraising | $3,132 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $206,105 | $140,548 | $1,606 | $63,951 |
| DUES AND SUBSCRIPTIONS | $7,610 | $3,822 | $988 | $2,800 |
| STAFF TRAINING AND DEVE | $1,424 | $826 | $142 | $456 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,382,893 | TotalAmt |
| Program Services | $2,632,994 | ProgramServicesAmt |
| Management And General | $347,580 | ManagementAndGeneralAmt |
| Fundraising | $402,319 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,813 | BOYAmt |
| EOY | $242,562 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,454 | BOYAmt |
| EOY | $813,341 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,891 | BOYAmt |
| EOY | $4,831 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,575 | BOYAmt |
| EOY | $35,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $118,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,005 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,789,338 | BOYAmt |
| EOY | $16,847,800 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,413,648 | BOYAmt |
| EOY | $868,109 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,733 | BOYAmt |
| EOY | $88,415 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,006,165 | BOYAmt |
| EOY | $18,900,809 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,586 | BOYAmt |
| EOY | $153,514 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,218 | BOYAmt |
| EOY | $457,075 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,182 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,524 | BOYAmt |
| EOY | $545,977 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,197,510 | BOYAmt |
| EOY | $1,156,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,044,917 | BOYAmt |
| EOY | $7,013,319 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,763,738 | BOYAmt |
| EOY | $10,730,924 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,808,655 | BOYAmt |
| EOY | $17,744,243 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,006,165 | BOYAmt |
| EOY | $18,900,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $353,072 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $582,516 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,431,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,397,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,343,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,353,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,197,805 | CurrentTaxYearAmt |
| Total | $16,724,486 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,431,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,397,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,343,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,353,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,197,805 | CurrentTaxYearAmt |
| Total | $16,724,486 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,283,893 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,440,593 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,257 | CurrentTaxYearAmt |
| Total | $146,959 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,871,445 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $760,619 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 29 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $157,936 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $179,465 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $5,498,616 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,414,965 | BeginningYearBalanceAmt |
| Contributions | $749,356 | ContributionsAmt |
| Investment Earnings Or Losses | $441,759 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $452,892 | OtherExpendituresAmt |
| End Year Balance | $8,153,188 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,789,969 | BeginningYearBalanceAmt |
| Contributions | $55,270 | ContributionsAmt |
| Investment Earnings Or Losses | $900,738 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $331,012 | OtherExpendituresAmt |
| End Year Balance | $7,414,965 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,924,596 | BeginningYearBalanceAmt |
| Contributions | $261,883 | ContributionsAmt |
| Investment Earnings Or Losses | -$54,689 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $341,821 | OtherExpendituresAmt |
| End Year Balance | $6,789,969 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,572,852 | BeginningYearBalanceAmt |
| Contributions | $95,488 | ContributionsAmt |
| Investment Earnings Or Losses | -$463,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $280,534 | OtherExpendituresAmt |
| End Year Balance | $6,924,596 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,686,668 | BeginningYearBalanceAmt |
| Contributions | $500,753 | ContributionsAmt |
| Investment Earnings Or Losses | $1,742,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $356,836 | OtherExpendituresAmt |
| End Year Balance | $7,572,852 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02694 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97306 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,005 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,005 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE REMAINDER TRUST | $532,932 |
| LEASE LIABILITIES | $13,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $545,977 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,326,700 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $582,516 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $77,095 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $659,611 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,667,089 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $68,876 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $68,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,735,965 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,391,112 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $77,095 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $77,095 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,314,017 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $68,876 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $68,876 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,382,893 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION INVESTS FUNDS FOR ONE OF ITS BENEFICIARY AGENCIES. THESE FUNDS ARE INCLUDED WITH THE ORGANIZATION'S INVESTMENT PORTFOLIO BUT ALL INCOME AND EXPENSES ARE DIRECTLY ASSIGNED TO THE THIRD PARTY'S ACCOUNT. |
| PART V, LINE 4: | THE PRIMARY INVESTMENT OBJECTIVE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS AN EMPHASIS ON CAPITAL APPRECIATION WITH MODEST CURRENT INCOME. ENDOWMENT SPENDING IS BASED ON BOARD APPROVED APPROPRIATIONS AND THE OVERALL NEEDS OF THE ORGANIZATION BALANCED WITH THE LONG-TERM INVESTMENT RETURN OBJECTIVES FOR A FUND TO BE HELD IN PERPETUITY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| TEMPLE OF AARON | ||||||||
| 616 S MISSISSIPPI RIVER BLVD | ST PAUL | MN | 55116 | 501(C)(3) | $153,966 | $0 | GENERAL OPERATING SUPPORT | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | 501(C)(3) | $159,698 | $0 | GENERAL OPERATING SUPPORT | 131624240 |
| SHOLOM FOUNDATION | ||||||||
| 3610 PHILLIPS PARKWAY | MINNEAPOLIS | MN | 55426 | 501(C)(3) | $136,589 | $0 | GENERAL OPERATING SUPPORT | 363411361 |
| MINNEAPOLIS JEWISH FEDERATION | ||||||||
| 4330 CEDAR LAKE ROAD S | MINNEAPOLIS | MN | 55416 | 501(C)(3) | $27,927 | $0 | GENERAL OPERATING SUPPORT | 410693866 |
| TALMUD TORAH | ||||||||
| 768 HAMLINE AVENUE | ST PAUL | MN | 55116 | 501(C)(3) | $11,791 | $0 | GENERAL OPERATING SUPPORT | 410694687 |
| JEWISH FAMILY SERVICE OF ST PAUL | ||||||||
| 1633 SEVENTH STREET W | ST PAUL | MN | 55102 | 501(C)(3) | $204,466 | $0 | GENERAL OPERATING SUPPORT | 410694697 |
| MOUNT ZION TEMPLE | ||||||||
| 1300 SUMMIT AVENUE | ST PAUL | MN | 55105 | 501(C)(3) | $100,456 | $0 | GENERAL OPERATING SUPPORT | 410711505 |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||
| 12 NORTH 12TH STREET STE 480 | MINNEAPOLIS | MN | 55403 | 501(C)(3) | $345,832 | $0 | GENERAL OPERATING SUPPORT | 410826434 |
| MINNESOTA JEWISH COMMUNITY CENTER | ||||||||
| 4330 SOUTH CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | 501(C)(3) | $359,548 | $0 | GENERAL OPERATING SUPPORT | 410833543 |
| HEILICHER MINNEAPOLIS JEWISH DAY SCHOOL | ||||||||
| 4330 SOUTH CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | 501(C)(3) | $45,514 | $0 | GENERAL OPERATING SUPPORT | 411522634 |
| BETH JACOB CONGREGATION | ||||||||
| 1179 VICTORIA CURVE | ST PAUL | MN | 55118 | 501(C)(3) | $30,152 | $0 | GENERAL OPERATING SUPPORT | 411525206 |
| CHABAD ACADEMY | ||||||||
| 1758 FORD PARKWAY | ST PAUL | MN | 55116 | 501(C)(3) | $6,090 | $0 | GENERAL OPERATING SUPPORT | 411763738 |
| SIX POINTS THEATER | ||||||||
| PO BOX 16155 | ST PAUL | MN | 55116 | 501(C)(3) | $19,950 | $0 | GENERAL OPERATING SUPPORT | 411789509 |
| HILLEL FOUNDATION | ||||||||
| 1521 UNIVERSITY AVENUE SE | MINNEAPOLIS | MN | 55414 | 501(C)(3) | $83,120 | $0 | GENERAL OPERATING SUPPORT | 416038613 |
| HERZL CAMP FOUNDATION | ||||||||
| 4330 CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | 830506393 |
| JEWISH HISTORICAL SOCIETY OF THE UPPER MIDWEST | ||||||||
| 4330 CEDAR LAKE ROAD S | MINNEAPOLIS | MN | 55416 | 501(C)(3) | $7,200 | $0 | GENERAL OPERATING SUPPORT | 363337514 |
| MAAYANOT COMMUNITY MIKVEH OF MINNESOTA | ||||||||
| 1065 OVERLOOK ROAD | ST PAUL | MN | 55118 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | 883722040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CAMP SCHOLARSHIPS | 58 | $63,790 |
| TUITION PAYMENTS | 3 | $49,496 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | APPLICANTS FOR GRANTS MUST PROVIDE DETAILED EXPLANATIONS OF INTENDED USES INCLUDING BUDGETS; AND SUBMIT FINANCIAL INFORMATION AT DETERMINED INTERVALS. |
| PART II, GRANTS TO ORGANIZATIONS | AMOUNTS GRANTED TO ORGANIZATIONS ON PART II OF SCHEDULE I INCLUDE DISTRIBUTIONS FROM DONOR ADVISED FUNDS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KAPLAN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $146,212 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,875 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,058 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $157,145 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | SEE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $813,397 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF SHARES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BONNIE RESNICK AND DAVID MILAVETZ - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL PERSONS WHO CONTRIBUTE YEARLY THE PRESCRIBED MEMBERSHIP DUES OR MORE TO THE ORGANIZATION SHALL BE VOTING MEMBERS DURING THE FISCAL YEAR FOR WHICH THE CONTRIBUTION WAS MADE, PROVIDED THAT THE CONTRIBUTION IS MADE AT A TIME PRIOR TO THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS OF THE ORGANIZATION ARE ELECTED AT THE ANNUAL MEETING. DIRECTORS ARE NOMINATED BY THE NOMINATING COMMITTEE AND ELECTED BY AND FROM THE MEMBERSHIP OF THE ORGANIZATION. THESE DIRECTORS SHALL SERVE A TERM OF THREE YEARS EACH, AND SHALL BE ELECTED SUCH THAT ONE-THIRD OF THE DIRECTORS IS ELECTED EACH YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL BYLAWS ARE SUBJECT TO ALTERATION, ADDITION, AMENDMENT OR REPEAL BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AT ANY ANNUAL MEETING OR AT ANY SPECIAL MEETING CALLED FOR THAT PURPOSE, OR BY THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS IF THE BOARD OF DIRECTORS PRESENT AT ANY MEETING OF THE BOARD OF DIRECTORS AT WHICH A QUORUM IS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE 990 IS DISTRIBUTED TO BOARD MEMBERS FOR COMMENTS BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD REQUIRES ALL DIRECTORS, OFFICERS, OR MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS TO DISCLOSE ANY CONFLICT OF INTEREST WHENEVER THEY ARISE THROUGHOUT THE YEAR, AND ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. AFTER DISCLOSURE OF THE POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON MUST LEAVE THE BOARD MEETING WHILE THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED PERSON MAY MAKE A PRESENTATION REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT, BUT THEN AFTER MUST LEAVE DURING THE DISCUSSION AND VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THAT IS NOT REASONABLY ATTAINABLE, THE REMAINING BOARD SHALL DETERMINE BY A MAJORITY VOTE WHETHER IT IS IN THE BEST INTEREST AND FOR ITS OWN BENEFIT TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE ORGANIZATION DOCUMENTS THE NAME(S) OF THE PERSONS WHO HAD THE CONFLICT OF INTEREST, THE NATURE OF THE CONFLICT, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION AS TO WHETHER A CONFLICT IN FACT EXISTED. ADDITIONALLY, THE MINUTES DOCUMENT THE NAMES OF THE PERSONS WHO WERE PRESENT FOR THE DISCUSSIONS AND VOTES RELATED TO THE CONFLICT, THE CONTENT OF THE DISCUSSIONS, AND A RECORD OF ANY VOTES TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE JEWISH FEDERATION OF GREATER ST PAUL IS A MEMBER OF THE JEWISH FEDERATION OF NORTH AMERICA (JFNA), WHICH REPRESENTS 146 JEWISH FEDERATIONS AND MORE THAN 300 NETWORK COMMUNITIES. JFNA MAKES AVAILABLE TO ALL FEDERATIONS INFORMATION REGARDING ANNUAL SALARIES FOR FEDERATION EMPLOYEES, INCLUDING EXECUTIVE DIRECTORS. OUR PERSONNEL COMMITTEE MEETS ANNUALLY TO EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE OVER THE PAST YEAR. USING THIS EVALUATION IN CONJUNCTION WITH JFNA SALARY INFORMATION, THE COMMITTEE ARRIVES AT THE EXECUTIVE DIRECTOR'S SALARY. THE SALARIES ARE SET BY THE EXECUTIVE DIRECTOR. THE BUDGET INCLUDING THE SALARY LINE ITEM IS APPROVED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD A MAINS CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 SOUTH CLEVELAND AVENUE NO 227 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416412134 | EIN |
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PAUL JEWISH FEDERATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $81,475 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,356,412 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |