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JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-04
IRS object ID
202621249349302567
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-04T14:08:38-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118081 BURT ST STE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP680224722ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201123519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OMAHA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone4023346498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 S 132ND STAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY BERNSTEIN SHIVVERSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4023346498PhoneNum
Signature2026-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY R COOLEY CPAPreparerPersonNm
PTINP01523804PTIN
Phone4023302660PhoneNum
Preparation2026-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY BERNSTEIN SHIVVERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 S 132ND STAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$23,670,341GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFOFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers23TotalVolunteersCnt
Total Gross UBI-$12,962TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,993,322PYContributionsGrantsAmt
CY Contributions Grants$15,248,137CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,792,456PYInvestmentIncomeAmt
CY Investment Income$7,686,292CYInvestmentIncomeAmt
PY Other Revenue$57,568PYOtherRevenueAmt
CY Other Revenue$62,952CYOtherRevenueAmt
PY Total Revenue$16,843,346PYTotalRevenueAmt
CY Total Revenue$22,997,381CYTotalRevenueAmt
PY Grants And Similar Paid$18,576,196PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,407,231CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$731,843CYTotalFundraisingExpenseAmt
PY Other Expenses$678,686PYOtherExpensesAmt
CY Other Expenses$755,378CYOtherExpensesAmt
PY Total Expenses$19,254,882PYTotalExpensesAmt
CY Total Expenses$15,162,609CYTotalExpensesAmt
PY Revenues Less Expenses-$2,411,536PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,834,772CYRevenuesLessExpensesAmt
Total Assets BOY$130,842,917TotalAssetsBOYAmt
Total Assets EOY$144,726,004TotalAssetsEOYAmt
Total Liabilities BOY$15,148,561TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,107,813TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$115,694,356NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$128,618,191NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,409,637ExpenseAmt
Grant$14,407,231GrantAmt
Revenue$62,952RevenueAmt
DescJEWISH FEDERATION OF OMAHA FOUNDATION'S PURPOSE IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA, INC. AND OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES WHICH ARE DESCRIBED IN IRC SECTIONS 501(C)(3) AND WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR FOUNDATION.Desc
Total Program Service Expenses$14,409,637TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMY SHIVVERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4023346434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH 132ND STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STACEY ERMAN ROCKMAN
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
DONALD GOLDSTEIN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SUSAN NORTON
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MICHAEL ABRAMSON
TREASURER (TO 12/2024)1.00Yes (X)Yes (X)$0$0$0
BOB BELGRADE
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
STEVEN BLOCH
DIRECTOR1.00Yes (X)$0$0$0
BETH DOTAN
DIRECTOR1.00Yes (X)$0$0$0
PAUL EPSTEIN
DIRECTOR1.00Yes (X)$0$0$0
TED FRIEDLAND
DIRECTOR1.00Yes (X)$0$0$0
DAVID GILINSKY
DIRECTOR1.00Yes (X)$0$0$0
JAY GORDMAN
DIRECTOR1.00Yes (X)$0$0$0
KIP GORDMAN
DIRECTOR1.00Yes (X)$0$0$0
HOWARD KOOPER
DIRECTOR1.00Yes (X)$0$0$0
STEVE LEVINGER
DIRECTOR1.00Yes (X)$0$0$0
TROY MEYERSON
DIRECTOR1.00Yes (X)$0$0$0
MURRAY H NEWMAN
DIRECTOR1.00Yes (X)$0$0$0
STEVEN NOGG
DIRECTOR1.00Yes (X)$0$0$0
CARL RIEKES
DIRECTOR1.00Yes (X)$0$0$0
LOURI SULLIVAN
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL MILLER
DIRECTOR1.00Yes (X)$0$0$0
NANCY SCHLESSINGER
DIRECTOR1.00Yes (X)$0$0$0
AMY BERNSTEIN SHIVVERS
FOUNDATION DIRECTOR40.00Yes (X)$0$182,262$9,336
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$182,262TotReportableCompRltdOrgAmt
Total Other Compensation$9,336TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$802,758RelatedOrganizationsAmt
All Other Contributions$14,445,379AllOtherContributionsAmt
Noncash Contributions$8,800,644NoncashContributionsAmt
Total Contributions$15,248,137TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,015,821TotalRevenueColumnAmt
Unrelated Business Revenue-$12,962UnrelatedBusinessRevenueAmt
Exclusion$7,028,783ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,343,431SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$672,960SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$670,471SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$670,471TotalRevenueColumnAmt
Exclusion$670,471ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFUND FEESDesc
Business561000BusinessCd
Total Revenue Column$62,952TotalRevenueColumnAmt
Related Or Exempt Func Income$62,952RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$62,952OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,997,381TotalRevenueColumnAmt
Related Or Exempt Func Income$62,952RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$12,962UnrelatedBusinessRevenueAmt
Exclusion$7,699,254ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,335,981TotalAmt
Program Services$14,335,981ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$71,250TotalAmt
Program Services$71,250ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$221TotalAmt
Fundraising$221FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,302TotalAmt
Fundraising$11,302FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,129TotalAmt
Management And General$21,129ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$473TotalAmt
Fundraising$473FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,940TotalAmt
Fundraising$6,940FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,216TotalAmt
Fundraising$26,216FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,876TotalAmt
Fundraising$14,876FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,042TotalAmt
Program Services$532ProgramServicesAmt
Fundraising$510FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,747TotalAmt
Fundraising$1,747FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
REIMBURSEMENT - SALARIE$440,535$440,535
REIMBURSEMENT - BENEFIT$52,909$52,909
REIMBURSEMENT - PAYROLL$32,232$32,232

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$145,756TotalAmt
Program Services$1,874ProgramServicesAmt
Fundraising$143,882FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,162,609TotalAmt
Program Services$14,409,637ProgramServicesAmt
Management And General$21,129ManagementAndGeneralAmt
Fundraising$731,843FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,212BOYAmt
EOY$1,393EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,539,899BOYAmt
EOY$4,028,092EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,095,145BOYAmt
EOY$1,039,822EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$95,342,583BOYAmt
EOY$106,732,194EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$32,789,604BOYAmt
EOY$32,884,569EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$51,954BOYAmt
EOY$1,954EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,520BOYAmt
EOY$37,980EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$130,842,917BOYAmt
EOY$144,726,004EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$395,845BOYAmt
EOY$947,602EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$14,752,716BOYAmt
EOY$15,160,211EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,148,561BOYAmt
EOY$16,107,813EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$81,074,387BOYAmt
EOY$91,921,054EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,619,969BOYAmt
EOY$36,697,137EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$115,694,356BOYAmt
EOY$128,618,191EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$130,842,917BOYAmt
EOY$144,726,004EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,834,772ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,089,063NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,704,273CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,363,027CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,373,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,993,322CurrentTaxYearMinus1YearAmt
Current Tax Year$15,248,137CurrentTaxYearAmt
Total$53,682,040TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,704,273CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,363,027CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,373,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,993,322CurrentTaxYearMinus1YearAmt
Current Tax Year$15,248,137CurrentTaxYearAmt
Total$53,682,040TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$18,490,642SubstantialContributorsTotAmt
Public Support Total170$35,191,398PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$704,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,347,678CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,558,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,300,770CurrentTaxYearMinus1YearAmt
Current Tax Year$7,015,821CurrentTaxYearAmt
Total$14,927,048TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$47,974CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$47,974TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,185CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,441CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,568CurrentTaxYearMinus1YearAmt
Current Tax Year$62,952CurrentTaxYearAmt
Total$299,424TotalAmt
FieldValueIRS element (for citing)
Total Support$68,956,486TotalSupportAmt
Public Support CY1700.51030PublicSupportCY170Pct
Public Support PY1700.57820PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held434DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$12,695,201DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$7,170,108DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$45,463,726DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,411,760BeginningYearBalanceAmt
Contributions$1,662,862ContributionsAmt
Investment Earnings Or Losses$4,445,978InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,736,605GrantsOrScholarshipsAmt
End Year Balance$45,783,995EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,582,759BeginningYearBalanceAmt
Contributions$1,215,098ContributionsAmt
Investment Earnings Or Losses$4,298,022InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,684,119GrantsOrScholarshipsAmt
End Year Balance$41,411,760EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,412,457BeginningYearBalanceAmt
Contributions$1,541,371ContributionsAmt
Investment Earnings Or Losses$2,868,251InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,239,320GrantsOrScholarshipsAmt
End Year Balance$37,582,759EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,930,546BeginningYearBalanceAmt
Contributions$3,022,938ContributionsAmt
Investment Earnings Or Losses-$4,170,449InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,370,578GrantsOrScholarshipsAmt
End Year Balance$34,412,457EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,304,342BeginningYearBalanceAmt
Contributions$1,021,463ContributionsAmt
Investment Earnings Or Losses$6,810,896InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,206,155GrantsOrScholarshipsAmt
End Year Balance$36,930,546EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.26020BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.73980PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE REMAINDER TRUST$872,453F
CASH SURRENDER VALUE OF LIFE INSURANCE$375,481F
JEWISH FEDERATION OF METRO CHICAGO PEP INT$31,573,670F
CLOSED CRT ASSETS - IVES$62,965F
FieldValueIRS element (for citing)
Total Book Value Securities$32,884,569TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE FOUNDATION HOLDS ASSETS IN TRUST FOR VARIOUS ORGANIZATIONS IN A FIDUCIARY CAPACITY. THE FOUNDATION MANAGES THE ASSETS AND CAN ONLY MAKE DISTRIBUTIONS AT THE REQUEST OF THE OWNERS. THE ASSETS ARE INCLUDED IN INVESTMENTS AND LIABILITIES IN CUSTODIAL FUNDS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION.
PART V, LINE 4:ENDOWMENT FUNDS HELD BY THE JEWISH FEDERATION OF OMAHA FOUNDATION ARE USED TO SUPPORT PROGRAMS MANAGED BY THE JEWISH FEDERATION OF OMAHA INCLUDING SCHOLARSHIPS, EDUCATION ACTIVITIES, AND OTHER PROGRAM EXPENSES.
PART X, LINE 2:THE FEDERATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE FEDERATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE FEDERATION WOULD RECOGNIZE INTEREST AND PENALTIES WHEN INCURRED. AT JUNE 30, 2025 AND 2024 THE FEDERATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (72 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
1890 FOUNDATION
1125 Q ST STE 400LINCOLNNE68508921492954501(C)(3)$15,000$0GENERAL SUPPORT
AMERICA GIVES INC
PMB 71410 228 PARK AVENUE SNEW YORKNY100031502263383926501(C)(3)$5,150$0GENERAL SUPPORT
AMERICAN FRIENDS OF BEIT RUTH INC
2 JERICHO PLAZA SUITE 111-WING AJERICHONY11753455626260501(C)(3)$25,000$0GENERAL SUPPORT
AMERICAN FRIENDS OF LEMA AN ACHAI
PO BOX 532OCEANSIDENY115720532201614684501(C)(3)$50,000$0GENERAL SUPPORT
AMERICAN FRIENDS OF NER YAAKOV INC
207 ROCKAWAY TURNPIKELAWRENCENY11559521577399501(C)(3)$35,000$0GENERAL SUPPORT
AMERICAN MIDWEST BALLET
1001 SOUTH 6TH STREETCOUNCIL BLUFFSIA51501271093011501(C)(3)$23,000$0GENERAL SUPPORT
ANTI DEFAMATION LEAGUE
605 3RD AVENEW YORKNY10158131818723501(C)(3)$12,660$0GENERAL SUPPORT
ARIZONA JEWISH HISTORICAL SOCIETY
122 EAST CULVER STREETPHOENIXAZ85004860410245501(C)(3)$25,000$0GENERAL SUPPORT
BELLEVUE UNIVERSITY
1000 GALVIN ROADOMAHANE68005470491571501(C)(3)$401,500$0GENERAL SUPPORT
BETH EL SYNAGOGUE
14506 CALIFORNIA STREETOMAHANE68154470388140501(C)(3)$421,433$0GENERAL SUPPORT
BETH ISRAEL SYNAGOGUE
12604 PACIFIC STREETOMAHANE68154470388010501(C)(3)$83,320$0GENERAL SUPPORT
BNAI ISRAEL SYNAGOGUE
618 MYNSTER STREETCOUNCIL BLUFFSIA51503421249804501(C)(3)$49,728$0GENERAL SUPPORT
BOULDER JEWISH COMMUNITY CENTER
6007 OREG AVEBOULDERCO80303841322996501(C)(3)$6,400$0GENERAL SUPPORT
BOYS & GIRLS CLUBS OF THE MIDLANDS
2610 HAMILTON STREETOMAHANE68131470467350501(C)(3)$5,302$0GENERAL SUPPORT
CASTLEMAN DISEASE COLLABORATIVE NETWORK
PO BOX 3614PASO ROBLESCA93447371510354501(C)(3)$7,500$0GENERAL SUPPORT
CENTRAL HIGH SCHOOL FOUNDATION
1111 N 13TH STREET SUITE 318OMAHANE68102911771983501(C)(3)$42,980$0GENERAL SUPPORT
CHABAD LUBAVITCH OF NEBRASKA
1866 S 120TH STREETOMAHANE68144363552582501(C)(3)$811,826$0GENERAL SUPPORT
CHILDRENS HOSPITAL COLORADO
13123 E 16TH AVE BOX 045AURORACO80045840813462501(C)(3)$5,500$0GENERAL SUPPORT
COLLECTIVE FOR HOPE
7811 FARNAM STREETOMAHANE68114470838482501(C)(3)$10,000$0GENERAL SUPPORT
CONGREGATION HAR HASHEM
3950 BASELINE ROADBOULDERCO80303840580952501(C)(3)$6,000$0GENERAL SUPPORT
CONGREGATION OR AMI
26115 MUREAU ROAD SUITE BCALABASASCA91302954614448501(C)(3)$10,870$0GENERAL SUPPORT
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178470376583501(C)(3)$70,800$0GENERAL SUPPORT
ENCINITAS BALLET ACADEMY AND ARTS CENTER
701 GARDEN VIEW COURTENCINITASCA92024300734546501(C)(3)$6,000$0GENERAL SUPPORT
FIRST RESPONDERS FOUNDATION
10605 BURT CIRCLEOMAHANE68114263499345501(C)(3)$100,500$0GENERAL SUPPORT
FOOD BANK FOR THE HEARTLAND
10525 J STREETOMAHANE68127470637701501(C)(3)$16,260$0GENERAL SUPPORT
FRIEDEL JEWISH ACADEMY
335 S 132ND STREETOMAHANE68154051998366501(C)(3)$440,343$0GENERAL SUPPORT
FRIENDS OF THE SEA LION INC
20612 LAGUNA CANYON ROADLAGUNA BEACHCA92651953680896501(C)(3)$10,000$0GENERAL SUPPORT
HIAS INC
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910135633307501(C)(3)$5,180$0GENERAL SUPPORT
INCLUSIVE COMMUNITIES
6400 UNIVERSITY DRIVE N CEC 122OMAHANE68182203290755501(C)(3)$7,800$0GENERAL SUPPORT
INSTITUTE OF INTERNATIONAL EDUCATION INC
ONE WORLD TRADE CENTER 36TH FLOORNEW YORKNY10007131624046501(C)(3)$10,000$0GENERAL SUPPORT
ISRAEL FOOD DISTRIBUTION INC
PO BOX 992CLIFTONNJ07014510531922501(C)(3)$15,000$0GENERAL SUPPORT
JEWISH FED OF GREATER KANSAS CITY
5801 W 115TH ST 201OVERLAND PARKKS66211440545913501(C)(3)$10,000$0GENERAL SUPPORT
JEWISH FEDERATION OF OMAHA
333 SOUTH 132ND STOMAHANE68154470384659501(C)(3)$9,498,442$0GENERAL SUPPORT
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570131659627501(C)(3)$7,000$0GENERAL SUPPORT
JEWISH UNITED FUND OF METRO CHICAGO
30 SOUTH WELLSCHICAGOIL60606362167034501(C)(3)$6,118$0GENERAL SUPPORT
JOSLYN ART MUSEUM
2200 DODGE STREETOMAHANE68102470384577501(C)(3)$144,000$0GENERAL SUPPORT
JUDAISM613 INC
5915 HIGHGATE DRIVEBALTIMOREMD21215841857378501(C)(3)$30,000$0GENERAL SUPPORT
LIVING BREATH FOUNDATION
2031 MARSALA CIRMONTEREYCA93940262725465501(C)(3)$20,000$0GENERAL SUPPORT
MINNPOST
P O BOX 18438MINNEAPOLISMN55418260573427501(C)(3)$6,000$0GENERAL SUPPORT
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203530242652501(C)(3)$12,000$0GENERAL SUPPORT
NEBRASKA APPLESEED CENTER
PO BOX 83613LINCOLNNE685013613470798343501(C)(3)$5,500$0GENERAL SUPPORT
NEBRASKA CULTURAL ENDOWMENT
1004 FARNAM STREETOMAHANE68102470813703501(C)(3)$10,500$0GENERAL SUPPORT
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134470378997501(C)(3)$291,200$0GENERAL SUPPORT
NORTHSTAR FOUNDATION
4242 N 49TH STREETOMAHANE68104260494022501(C)(3)$55,500$0GENERAL SUPPORT
NOTHING BUT NET FOUNDATION
3223 N 45TH STREETOMAHANE68104470845085501(C)(3)$5,250$0GENERAL SUPPORT
OMAHA BOTANICAL CENTER
100 BANCROFT STREETOMAHANE68108470659701501(C)(3)$22,660$0GENERAL SUPPORT
OMAHA CHILDRENS TRUST
10050 REGENCY CIRCLE SUITE 101OMAHANE68114991346934501(C)(3)$38,620$0GENERAL SUPPORT
OMAHA CONSERVATORY OF MUSIC
7023 CASS STREETOMAHANE68132470384657501(C)(3)$13,000$0GENERAL SUPPORT
OMAHA PERFORMING ARTS SOCIETY
1200 DOUGLAS STREETOMAHANE68102470832480501(C)(3)$7,250$0GENERAL SUPPORT
OMAHA PUBLIC LIBRARY FOUNDATION
8790 F STREET SUITE 108OMAHANE68127363411575501(C)(3)$5,860$0GENERAL SUPPORT
OMAHA SYMPHONY ASSOCIATION
1905 HARNEY STREET SUITE 400OMAHANE68102476039304501(C)(3)$12,900$0GENERAL SUPPORT
OMAHA THEATER COMPANY
2001 FARNAM STREETOMAHANE68102470494912501(C)(3)$10,000$0GENERAL SUPPORT
OPERA OMAHA
1850 FARNAM STREETOMAHANE68102476032795501(C)(3)$21,000$0GENERAL SUPPORT
PARDES INSTITUTE JEWISH STUDIES NORTH AMERICA
404 FIFTH AVENUE THIRD FLOORNEW YORKNY10018222594099501(C)(3)$13,000$0GENERAL SUPPORT
PLANNED PARENTHOOD NORTH CENTRAL STATES
671 VANDALIA STREETST PAULMN55114830614523501(C)(3)$11,700$0GENERAL SUPPORT
PLANNED PARENTHOOD OF HEARTLAND NW
PO BOX 4557DES MOINESIA503054557420727488501(C)(3)$21,600$0GENERAL SUPPORT
PROJECT HARMONY
11949 Q STREETOMAHANE68137470789054501(C)(3)$6,200$0GENERAL SUPPORT
SAVING GRACE PERISHABLE FOOD RESCUE
4611 S 96TH STREET SUITE 112OMAHANE68127461852863501(C)(3)$7,100$0GENERAL SUPPORT
ST PATRICK CATHOLIC CHURCH
20500 WEST MAPLE ROADELKHORNNE68022470379377501(C)(3)$10,000$0GENERAL SUPPORT
STREET KIDS INTERNATIONAL
PO BOX 6473LINCOLNNE68506470804591501(C)(3)$100,000$0GENERAL SUPPORT
TEMPLE EMANU EL
151 MCINTOSH ROADSARASOTAFL34232591145961501(C)(3)$5,370$0GENERAL SUPPORT
TEMPLE ISRAEL
13111 STERLING RIDGE DRIVEOMAHANE68144470376590501(C)(3)$194,684$0GENERAL SUPPORT
TEMPLE SOLEL
3575 MANCHESTER AVENUECARDIFF BY THE SEACA92007953319995501(C)(3)$8,100$0GENERAL SUPPORT
THE MADONNA FOUNDATION
17500 BURKE STREETOMAHANE68118237159940501(C)(3)$15,000$0GENERAL SUPPORT
UNITED WAY OF THE MIDLANDS
1805 HARNEY STREETOMAHANE68102470376605501(C)(3)$35,000$0GENERAL SUPPORT
UNIVERSITY OF NEBRASKA FOUNDATION
2285 S 67TH STREET 200OMAHANE68106470379839501(C)(3)$482,700$0GENERAL SUPPORT
VINES FOUNDATION
PO BOX 71EASTWOODKY40018863200509501(C)(3)$8,500$0GENERAL SUPPORT
WESTSIDE COMMUNITY SCHOOLS FOUNDATION
8701 PACIFIC STREETOMAHANE68114470560469501(C)(3)$12,375$0GENERAL SUPPORT
WOMENS CENTER FOR ADVANCEMENT
3801 HARNEY STREETOMAHANE68131273205476501(C)(3)$10,000$0GENERAL SUPPORT
WORLD HERALD GOODFELLOWS CHARITIES
1314 DOUGLAS STREET 125OMAHANE68102476000559501(C)(3)$12,500$0GENERAL SUPPORT
WORLD JEWISH CONGRESS AMERICAN
501 MADISON AVENUENEW YORKNY10022131790756501(C)(3)$6,000$0GENERAL SUPPORT
YALE UNIVERSITY
246 CHURCH STREETNEW HAVENCT06510060646973501(C)(3)$5,250$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org72Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient16RecipientCnt
Cash Grant$71,250CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS TO ORGANIZATIONS: GRANTEE IS REQUIRED TO REPORT ANNUALLY ON THE USE OF FUNDS AND CONSISTENCY WITH ORIGINAL PURPOSE WHEN GRANT WAS APPROVED. GRANTS ARE DISBURSED AFTER PROGRAMS AND SERVICES ARE PROVIDED, AND RECEIPTS FOR THE COSTS ARE SUBMITTED TO THE FOUNDATION. GRANTS TO INDIVIDUALS: SCHOLARSHIP RECIPIENTS ARE ISSUED CHECKS PAYABLE TO COLLEGE/SCHOOL TO PAY TUITION, AND ARE REQUIRED TO SUBMIT TRANSCRIPTS FOR COURSEWORK.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAMY BERNSTEIN SHIVVERSPersonNm
TitleFOUNDATION DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$182,262CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$9,211DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$469NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$191,942TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION FOR THE FOUNDATION DIRECTOR IS PAID BY THE JEWISH FEDERATION OF OMAHA, A RELATED TAX-EXEMPT ORGANIZATION. THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE PRESIDENT OF THE FOUNDATION BOARD; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$8,800,644NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE HIGH/LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF DONORS WHO CONTRIBUTED NONCASH ITEMS DURING THE YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE, COMPRISED OF THREE OR MORE BOARD MEMBERS, HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS HOWARD KOOPER AND LOURI SULLIVAN HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE JEWISH FEDERATION OF OMAHA, A RELATED ORGANIZATION, HAS THE ABILITY TO APPOINT AND APPROVE ALL BOARD MEMBERS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE JFO CONTROLLER. WHEN THE 990 HAS BEEN PREPARED, IT IS THEN REVIEWED BY THE CONTROLLER AND CFO. COPIES OF THE RETURN ARE PROVIDED TO THE FOUNDATION EXECUTIVE DIRECTOR AFTER REVIEW. THE RETURN IS APPROVED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CPERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE PRESIDENT OF THE BOARD OF DIRECTORS ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT OF THE BOARD OF DIRECTORS, THE PRESIDENT WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S CFO AND CONTROLLER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED.
FORM 990, PART VI, SECTION B, LINE 15ATHE PROCESS FOR DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE PRESIDENT OF THE FOUNDATION BOARD; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE PRESIDENT OF THE FOUNDATION BOARD, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE ONLY COMPENSATED OFFICER OF THE FOUNDATION IS THE EXECUTIVE DIRECTOR. PROCESS OF DETERMINING COMPENSATION FOR THIS INDIVIDUAL IS DESCRIBED ABOVE. AS THERE ARE NO OTHER OFFICERS RECEIVING COMPENSATION AND THERE ARE NO KEY EMPLOYES OF THE ORGANIZATION, LINE 15B HAS BEEN CHECKED NO.
FORM 990, PART VI, SECTION C, LINE 19THE JEWISH FEDERATION OF OMAHA FOUNDATION CONSOLIDATES ITS FINANCIALS WITH THE JEWISH FEDERATION OF OMAHA. THESE FINANCIALS ARE POSTED ON THE FEDERATION'S WEBSITE. THE FOUNDATION MAKES ITS 990 AND OTHER POLICIES AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 2C:THE BOARD OF DIRECTORS FOR THE JEWISH FEDERATION OF OMAHA INC., A RELATED ORGANIZATION, ASSUMES RESPONSIBILITIY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
JEWISH FEDERATION OF OMAHA INC
333 S 132ND STREETOMAHANE68154470384659SKILLED NURSING, COMMUNITY CENTER AND SOCIAL SERVICESNE501(C)(3)LINE 7N/A0
PARDES FOUNDATION
333 S 132ND STREETOMAHANE68154470824776MANAGE PROPERTYNE501(C)(3)LINE 12A, I0JEWISH FEDERATION OF OMAHA INC
FEDERATION MANOR INC
333 S 132ND STREETOMAHANE68154470623016LOW INCOME HOUSINGNE501(C)(3)LINE 70JEWISH FEDERATION OF OMAHA INC
SHIRLEY AND LEONARD GOLDSTEIN SUPPORTING FOUNDATION
333 S 132ND STREETOMAHANE68154651166844SUPPORT PROGRAMS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION, INC.NE501(C)(3)LINE 12A, I0JEWISH FEDERATION OF OMAHA FOUNDATION INC
PHILLIP G SCHRAGER AND TERRI L SCHRAGER FOUNDATION
333 S 132ND STREETOMAHANE68154470678087SUPPORT PROGRAMS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION, INC.NE501(C)(3)LINE 12A, I0JEWISH FEDERATION OF OMAHA FOUNDATION INC
MURRAY H & SHAREE NEWMAN SUPPORTING FOUNDATION
333 S 132ND STREETOMAHANE68154363546774SUPPORT PROGRAMS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION, INC.NE501(C)(3)LINE 12A, I0JEWISH FEDERATION OF OMAHA FOUNDATION INC
ALBERT AND ELEANOR FELDMAN FAMILY ISRAEL FOUNDATION
333 S 132ND STREETOMAHANE68154821773084SUPPORT PROGRAMS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION, INC.NE501(C)(3)LINE 12A, I0JEWISH FEDERATION OF OMAHA FOUNDATION INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd