JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-07
IRS object ID
202421289349303152
Schema version
2022v5.0
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)
Return2024-05-07T15:02:01-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

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 Begin2022-07-01TaxPeriodBeginDt

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
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastBERNSTEIN SHIVVERSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
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
Preparation2024-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$13,326,958GrossReceiptsAmt
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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI-$6,199TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,363,027PYContributionsGrantsAmt
CY Contributions Grants$8,373,281CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,539,364PYInvestmentIncomeAmt
CY Investment Income$4,159,035CYInvestmentIncomeAmt
PY Other Revenue$73,278PYOtherRevenueAmt
CY Other Revenue$49,441CYOtherRevenueAmt
PY Total Revenue$18,975,669PYTotalRevenueAmt
CY Total Revenue$12,581,757CYTotalRevenueAmt
PY Grants And Similar Paid$6,244,889PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,111,763CYGrantsAndSimilarPaidAmt
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$676,261CYTotalFundraisingExpenseAmt
PY Other Expenses$691,361PYOtherExpensesAmt
CY Other Expenses$707,791CYOtherExpensesAmt
PY Total Expenses$6,936,250PYTotalExpensesAmt
CY Total Expenses$7,819,554CYTotalExpensesAmt
PY Revenues Less Expenses$12,039,419PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,762,203CYRevenuesLessExpensesAmt
Total Assets BOY$116,697,128TotalAssetsBOYAmt
Total Assets EOY$125,124,294TotalAssetsEOYAmt
Total Liabilities BOY$14,688,703TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,711,608TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$102,008,425NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$111,412,686NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,131,740ExpenseAmt
Grant$7,111,763GrantAmt
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$7,131,740TotalProgramServiceExpensesAmt
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 LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Required0ScheduleJRequiredInd
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
Form1098 C Filed0Form1098CFiledInd
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 Line1RICHARD GOEDEKENBusinessNameLine1Txt
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 (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BOB BELGRADE
PRESIDENT3.003.00Yes (X)Yes (X)$0$0$0
DAVID GILINSKY
PAST PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
DONALD GOLDSTEIN
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
ANDREW ROBINSON
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
STEVEN BLOCH
DIRECTOR1.000.00Yes (X)$0$0$0
PAUL EPSTEIN
DIRECTOR1.000.00Yes (X)$0$0$0
TED FRIEDLAND
DIRECTOR1.000.00Yes (X)$0$0$0
KIP GORDMAN
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN LEHR
DIRECTOR1.000.00Yes (X)$0$0$0
HOWARD KOOPER
DIRECTOR1.000.00Yes (X)$0$0$0
JODY MALASHOCK
DIRECTOR1.000.00Yes (X)$0$0$0
MURRAY H NEWMAN
DIRECTOR1.000.00Yes (X)$0$0$0
STEVEN NOGG
DIRECTOR1.000.00Yes (X)$0$0$0
SUSIE NORTON
DIRECTOR1.000.00Yes (X)$0$0$0
MARTY RICKS
DIRECTOR1.000.00Yes (X)$0$0$0
CARL RIEKES
DIRECTOR1.000.00Yes (X)$0$0$0
STACEY ERMAN ROCKMAN
DIRECTOR1.000.00Yes (X)$0$0$0
MICHAEL ABRAMSON
DIRECTOR1.000.00Yes (X)$0$0$0
HOWARD EPSTEIN
FOUNDATION DIRECTOR THRU 07/2240.000.00Yes (X)$0$137,620$7,322
AMY BERNSTEIN SHIVVERS
EXECUTIVE DIRECTOR AS OF 07/2240.000.00Yes (X)$0$73,015$125
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$210,635TotReportableCompRltdOrgAmt
Total Other Compensation$7,447TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,042,857RelatedOrganizationsAmt
All Other Contributions$7,330,424AllOtherContributionsAmt
Noncash Contributions$3,936,274NoncashContributionsAmt
Total Contributions$8,373,281TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,552,145TotalRevenueColumnAmt
Unrelated Business Revenue-$6,199UnrelatedBusinessRevenueAmt
Exclusion$3,558,344ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,352,091SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$745,201SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$606,890SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$606,890TotalRevenueColumnAmt
Exclusion$606,890ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFUND FEESDesc
Business561000BusinessCd
Total Revenue Column$49,441TotalRevenueColumnAmt
Exclusion$49,441ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$49,441OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,581,757TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$6,199UnrelatedBusinessRevenueAmt
Exclusion$4,214,675ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,042,343TotalAmt
Program Services$7,042,343ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$69,420TotalAmt
Program Services$69,420ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$139TotalAmt
Fundraising$139FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,250TotalAmt
Fundraising$6,250FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,553TotalAmt
Management And General$11,553ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,358TotalAmt
Program Services$8ProgramServicesAmt
Fundraising$1,350FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,271TotalAmt
Program Services$792ProgramServicesAmt
Fundraising$14,479FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,391TotalAmt
Program Services$784ProgramServicesAmt
Fundraising$18,607FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,912TotalAmt
Fundraising$9,912FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$452TotalAmt
Fundraising$452FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,701TotalAmt
Fundraising$3,701FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
REIMBURSEMENT - SALARIE$540,663$11,286$529,377
REIMBURSEMENT - PAYROLL$33,072$878$32,194
REIMBURSEMENT - BENEFIT$26,407$2,171$24,236

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$39,622TotalAmt
Program Services$4,058ProgramServicesAmt
Fundraising$35,564FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,819,554TotalAmt
Program Services$7,131,740ProgramServicesAmt
Management And General$11,553ManagementAndGeneralAmt
Fundraising$676,261FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$720BOYAmt
EOY$11,071EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,266,440BOYAmt
EOY$2,003,370EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$746,975BOYAmt
EOY$1,055,682EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$80,261,135BOYAmt
EOY$89,158,652EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,173,572BOYAmt
EOY$32,781,705EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$246,296BOYAmt
EOY$101,954EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,990BOYAmt
EOY$11,860EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$116,697,128BOYAmt
EOY$125,124,294EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$163,412BOYAmt
EOY$224,105EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$14,419,167BOYAmt
EOY$13,388,934EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,124BOYAmt
EOY$98,569EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,688,703BOYAmt
EOY$13,711,608EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,409,223BOYAmt
EOY$76,488,601EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,599,202BOYAmt
EOY$34,924,085EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$102,008,425BOYAmt
EOY$111,412,686EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,697,128BOYAmt
EOY$125,124,294EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,762,203ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,642,058NetUnrlzdGainsLossesInvstAmt
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FED OF OMAHA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN470384659EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$4,367,224SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$4,367,224SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationSUPPORT IS ALSO PROVIDED TO OTHER 501(C)(3) ORGANIZATIONS OF 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 THE FOUNDATION.ExplanationTxt

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 Held300DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,712,961DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$4,024,958DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$30,039,867DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,281,008BeginningYearBalanceAmt
Contributions$1,277,265ContributionsAmt
Investment Earnings Or Losses$764,421InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,018,352GrantsOrScholarshipsAmt
End Year Balance$30,304,342EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,889,354BeginningYearBalanceAmt
Contributions$1,068,924ContributionsAmt
Investment Earnings Or Losses$1,350,312InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,027,582GrantsOrScholarshipsAmt
End Year Balance$29,281,008EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17680BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.82320PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE REMAINDER TRUST$3,081,873F
CASH SURRENDER VALUE OF LIFE INSURANCE$362,783F
JEWISH FEDERATION OF METRO CHICAGO PEP INT$29,337,049F
FieldValueIRS element (for citing)
Total Book Value Securities$32,781,705TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE REMAINDER TRUSTDesc
Amt$98,569Amt
FieldValueIRS element (for citing)
Total Liability$98,569TotalLiabilityAmt
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, 2023 AND 2022 THE FEDERATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (64 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A WAY OUT
PO BOX 10825ASPENCO81612461809899501(C)(3)$10,000$0GENERAL SUPPORT
AMERICAN FRIENDS OF BEIT RUTH INC
2 JERICHO PLAZA SUITE 111-WING AJERICHONY11753455626260501(C)(3)$15,000$0GENERAL SUPPORT
AMERICAN FRIENDS OF NER YAAKOV INC
207 ROCKAWAY TURNPIKELAWRENCENY11559521577399501(C)(3)$30,000$0GENERAL SUPPORT
AMERICAN MIDWEST BALLET
1001 SOUTH 6TH STREETCOUNCIL BLUFFSIA51501271093011501(C)(3)$5,500$0GENERAL SUPPORT
ANTI DEFAMATION LEAGUE
605 3RD AVENEW YORKNY10158131818723501(C)(3)$11,344$0GENERAL SUPPORT
ASPEN ANIMAL SHELTER
101 ANIMAL SHELTER ROADASPENCO81611841564816501(C)(3)$25,000$0GENERAL SUPPORT
B&B BOXING ACADEMY INC
3034 SPRAGUE STREETOMAHANE68111464015815501(C)(3)$6,500$0GENERAL SUPPORT
BANISTERS LEADERSHIP ACADEMY
PO BOX 4002OMAHANE68104510666677501(C)(3)$6,000$0GENERAL SUPPORT
BETH EL SYNAGOGUE
14506 CALIFORNIA STREETOMAHANE68154470388140501(C)(3)$174,945$0GENERAL SUPPORT
BETH ISRAEL SYNAGOGUE
12604 PACIFIC STREETOMAHANE68154470388010501(C)(3)$37,770$0GENERAL SUPPORT
BNAI ISRAEL SYNAGOGUE
618 MYNSTER STREETCOUNCIL BLUFFSIA51503421249804501(C)(3)$20,528$0GENERAL SUPPORT
CASA FOR DOUGLAS COUNTY
2412 ST MARYS AVENUEOMAHANE68105352171298501(C)(3)$6,500$0GENERAL SUPPORT
CASTLEMAN DISEASE COLLABORATIVE NETWORK
PO BOX 3614PASO ROBLESCA93447371510354501(C)(3)$12,500$0GENERAL SUPPORT
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUECEDARHURSTNY11516132992985501(C)(3)$50,000$0GENERAL SUPPORT
CENTRAL HIGH SCHOOL FOUNDATION
1111 N 13TH STREET SUITE 318OMAHANE68102911771983501(C)(3)$31,400$0GENERAL SUPPORT
CHABAD LUBAVITCH OF NEBRASKA
1866 S 120TH STREETOMAHANE68144363552582501(C)(3)$107,525$0GENERAL SUPPORT
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178470376583501(C)(3)$61,850$0GENERAL SUPPORT
FIRST RESPONDERS FOUNDATION
10605 BURT CIRCLEOMAHANE68114263499345501(C)(3)$27,000$0GENERAL SUPPORT
FOOD BANK FOR THE HEARTLAND
10525 J STREETOMAHANE68127470637701501(C)(3)$16,360$0GENERAL SUPPORT
FRIEDEL JEWISH ACADEMY
335 S 132ND STREETOMAHANE68154051998366501(C)(3)$134,116$0GENERAL SUPPORT
HIAS INC
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910135633307501(C)(3)$5,200$0GENERAL SUPPORT
INCLUSIVE COMMUNITIES
6400 UNIVERSITY DRIVE N CEC 122OMAHANE68182203290755501(C)(3)$5,500$0GENERAL SUPPORT
JEWISH FED OF GREATER KANSAS CITY
5801 W 115TH ST 201OVERLAND PARKKS66211440545913501(C)(3)$5,450$0GENERAL SUPPORT
JEWISH FEDERATION OF GREATER ST PAUL
790 CLEVELAND AVE S SUITE 227ST PAULMN55116410693887501(C)(3)$6,500$0GENERAL SUPPORT
JEWISH FEDERATION OF OMAHA
333 SOUTH 132ND STOMAHANE68154470384659501(C)(3)$4,367,224$0GENERAL SUPPORT
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C)(3)$98,393$0GENERAL SUPPORT
JEWISH UNITED FUND OF METRO CHICAGO
30 SOUTH WELLSCHICAGOIL60606362167034501(C)(3)$6,500$0GENERAL SUPPORT
JUDAISM613 INC
5915 HIGHGATE DRIVEBALTIMOREMD21215841857378501(C)(3)$10,000$0GENERAL SUPPORT
KOUNTZE MEMORIAL EVAN LUTH CHURCH
2650 FARNAM STREETOMAHANE68131471841100501(C)(3)$9,746$0GENERAL SUPPORT
KVNO
UNO PO BOX 3588OMAHANE681729915470049123501(C)(3)$10,370$0GENERAL SUPPORT
LIVING BREATH FOUNDATION
2031 MARSALA CIRMONTEREYCA93940262725465501(C)(3)$18,000$0GENERAL SUPPORT
LUBAVITCH CHABAD JEWISH CENTER GAINESVILLE
2021 NW 5TH AVEGAINESVILLEFL32603593652042501(C)(3)$30,000$0GENERAL SUPPORT
LUTHERAN FAMILY SERVICES OF NE INC
124 SOUTH 24TH STREET SUITE 230OMAHANE68102237267972501(C)(3)$6,650$0GENERAL SUPPORT
MUSTACHES FOR KIDS OMAHA
6526 S 172 AVEOMAHANE68135272142697501(C)(3)$27,500$0GENERAL SUPPORT
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203530242652501(C)(3)$10,000$0GENERAL SUPPORT
NEBRASKA APPLESEED CENTER
PO BOX 83613LINCOLNNE685013613470798343501(C)(3)$5,750$0GENERAL SUPPORT
NEBRASKA CULTURAL ENDOWMENT
1004 FARNAM STREETOMAHANE68102470813703501(C)(3)$6,500$0GENERAL SUPPORT
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134470378997501(C)(3)$33,650$0GENERAL SUPPORT
NEBRASKA JEWISH HISTORICAL SOCIETY
333 SOUTH 132ND STREETOMAHANE68154431271156501(C)(3)$16,315$0GENERAL SUPPORT
NORTHSTAR FOUNDATION
4242 N 49TH STREETOMAHANE68104260494022501(C)(3)$12,700$0GENERAL SUPPORT
OMAHA AREA YOUTH ORCHESTRA INC
1905 HARNEY STREET SUITE 630OMAHANE68102470609748501(C)(3)$7,218$0GENERAL SUPPORT
OMAHA CHAMBER MUSIC SOCIETY
7914 W DODGE ROAD 364OMAHANE681143423470838822501(C)(3)$7,218$0GENERAL SUPPORT
OMAHA CONSERVATORY OF MUSIC
7023 CASS STREETOMAHANE68132470384657501(C)(3)$21,480$0GENERAL SUPPORT
OMAHA PERFORMING ARTS SOCIETY
1200 DOUGLAS STREETOMAHANE68102470832480501(C)(3)$8,650$0GENERAL SUPPORT
OMAHA PRESS CLUB FOUNDATION INC
1620 DODGE STREETOMAHANE68102470659704501(C)(3)$13,000$0GENERAL SUPPORT
OMAHA PUBLIC LIBRARY FOUNDATION
8790 F STREET SUITE 108OMAHANE68127363411575501(C)(3)$6,600$0GENERAL SUPPORT
OMAHA SCHOOLS FOUNDATION
3861 FARNAM STREETOMAHANE68131363301526501(C)(3)$33,000$0GENERAL SUPPORT
OMAHA SPORTS COMMISSION
1004 FARNAM STREETOMAHANE68102200724954501(C)(3)$15,200$0GENERAL SUPPORT
OMAHA SYMPHONY ASSOCIATION
1905 HARNEY STREET SUITE 400OMAHANE68102476039304501(C)(3)$12,400$0GENERAL SUPPORT
OPERA OMAHA
1850 FARNAM STREETOMAHANE68102476032795501(C)(3)$21,000$0GENERAL SUPPORT
PLANNED PARENTHOOD OF THE HEARTLAND NW
PO BOX 4557DES MOINESIA503054557420727488501(C)(3)$90,500$0GENERAL SUPPORT
POLICE ATHLETICS FOR COMMUNITY ENGAGEMENT
PO BOX 24251OMAHANE68124465041453501(C)(3)$35,000$0GENERAL SUPPORT
POTTAWATTAMIE COUNTY DEVELOPMENT CORP
1228 SOUTH MAIN STREETCOUNCIL BLUFFSIA51503421459560501(C)(3)$10,000$0GENERAL SUPPORT
PROJECT HARMONY
11949 Q STREETOMAHANE68137470789054501(C)(3)$7,500$0GENERAL SUPPORT
SAVING GRACE PERISHABLE FOOD RESCUE
4611 S 96TH STREET SUITE 112OMAHANE68127461852863501(C)(3)$18,000$0GENERAL SUPPORT
SHARE INC
2031 S BENTLEY AVE 106LOS ANGELESCA90025956097401501(C)(3)$13,300$0GENERAL SUPPORT
SRI LANKA HELPING HANDS
1750 MONT RUE DR SEGRAND RAPIDSMI49546921233998501(C)(3)$24,000$0GENERAL SUPPORT
TEMPLE ISRAEL
13111 STERLING RIDGE DRIVEOMAHANE68144470376590501(C)(3)$178,648$0GENERAL SUPPORT
TRI FAITH INITIATIVE OF OMAHA NEBRASKA
13136 FAITH PLZOMAHANE68144205485984501(C)(3)$7,500$0GENERAL SUPPORT
UNITED WAY OF THE MIDLANDS
1805 HARNEY STREETOMAHANE68102470376605501(C)(3)$39,000$0GENERAL SUPPORT
UNIVERSITY OF NEBRASKA FOUNDATION
2285 S 67TH STREET 200OMAHANE68106470379839501(C)(3)$565,500$0GENERAL SUPPORT
WASHINGTON NATIONALS PHILANTHROPIES
NATIONALS PARK 1500 SOUTH CAPITOLWASHINGTONDC20003342034830501(C)(3)$10,000$0GENERAL SUPPORTSTREET SE
WESTSIDE COMMUNITY SCHOOLS FOUNDATION
8701 PACIFIC STREETOMAHANE68114470560469501(C)(3)$5,650$0GENERAL SUPPORT
WORLD HERALD GOODFELLOWS CHARITIES
1314 DOUGLAS STREET 125OMAHANE68102476000559501(C)(3)$5,800$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org64Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient8RecipientCnt
Cash Grant$69,420CashGrantAmt

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 M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$3,936,274NoncashContributionsRptF990Amt
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 (7 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 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 15APOLICY ON THE PROCESS FOR DETERMINING COMPENSATION: THIS POLICY ON THE PROCESS FOR DETERMINING COMPENSATION OF THE JEWISH FEDERATION OF OMAHA FOUNDATION APPLIES TO THE COMPENSATION OF THE FOLLOWING PERSONS EMPLOYED BY THE ORGANIZATION: EXECUTIVE DIRECTOR THE PROCESS 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 (3 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)7N/A0
PARDES FOUNDATION
333 S 132ND STREETOMAHANE68154470824776MANAGE PROPERTYNE501(C)(3)12A0JEWISH FEDERATION OF OMAHA INC
FEDERATION MANOR INC
333 S 132ND STREETOMAHANE68154470623016LOW INCOME HOUSINGNE501(C)(3)70JEWISH FEDERATION OF OMAHA 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

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