JEWISH FEDERATION OF NASHVILLE & MIDDLE TENNESSEE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF NASHVILLE & MIDDLE TENNESSEE (EIN 62-6077703)
- Tax period
- 2023-07-01 to 2023-12-31
- Filed
- 2024-05-29
- IRS object ID
- 202411509349301806
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-29T15:36:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626077703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF NASHVILLE AND | BusinessNameLine1Txt |
| Business Name Line2 | MIDDLE TENNESSEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 6153520056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 PERCY WARNER BOULEVARD 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE KIRBY | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 6153520056 | PhoneNum |
| Signature | 2024-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LESLIE | PersonFirstNm |
| Person Last | KIRBY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES LEAHY | PreparerPersonNm |
| PTIN | P00320901 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2024-05-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER NASHVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LESLIE KIRBY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 PERCY WARNER BOULEVARD 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,672,145 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JEWISHNASHVILLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE AS THE CENTRAL VOLUNTARY COMMUNAL ORGANIZATION OF THE JEWISH COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $120,971 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,982,692 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,121,128 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $186,038 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,203,699 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,017,761 | CYInvestmentIncomeAmt |
| PY Other Revenue | $132,371 | PYOtherRevenueAmt |
| CY Other Revenue | $134,669 | CYOtherRevenueAmt |
| PY Total Revenue | $4,504,800 | PYTotalRevenueAmt |
| CY Total Revenue | $3,348,336 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,836,325 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,491,537 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,354,490 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $795,844 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $402,533 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $993,575 | PYOtherExpensesAmt |
| CY Other Expenses | $587,245 | CYOtherExpensesAmt |
| PY Total Expenses | $5,184,390 | PYTotalExpensesAmt |
| CY Total Expenses | $2,874,626 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$679,590 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $473,710 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,500,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,888,894 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,024,406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,557,470 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,476,417 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,331,424 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JEWISH FEDERATION OF NASHVILLE IS THE CENTRAL VOLUNTARY COMMUNAL ORGANIZATION OF THE JEWISH COMMUNITY. THROUGH ITS FUND-RAISING, PLANNING AND COMMUNITY RELATIONS EFFORTS, EITHER INDEPENDENTLY OR IN PARTNERSHIP WITH OTHER JEWISH ORGANIZATIONS, THE FEDERATION WORKS TO PROMOTE THE GENERAL WELFARE, VIABILITY AND COHESIVENESS OF THE JEWISH COMMUNITY OF NASHVILLE AND MIDDLE TENNESSEE AND TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE LOCALLY, IN ISRAEL AND AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,491,537 | ExpenseAmt |
| Grant | $1,412,372 | GrantAmt |
| Desc | PHILANTHROPY: THE ORGANIZATION PROVIDES CHARITABLE SUPPORT TO SECULAR AND NONSECULAR SECTION 501(C)(3) CHARITABLE ORGANIZATIONS AND ALSO SERVES AS AN AGENCY FOR ITS DONORS TO PROVIDE CHARITABLE SUPPORT TO BOTH SECULAR AND NONSECULAR CHARITABLE ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $355,807 | ExpenseAmt |
| Grant | $79,165 | GrantAmt |
| Desc | JEWISH EDUCATION: THE ORGANIZATION PROVIDES EDUCATION FOR THE JEWISH COMMUNITY ON THE JEWISH FAITH AND ISRAEL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $116,085 | ExpenseAmt |
| Revenue | $6,420 | RevenueAmt |
| Desc | OBSERVER: THE ORGANIZATION PUBLISHES A MONTHLY NEWSPAPER, WHICH DISCUSSES LOCAL AND GLOBAL ISSUES AS IT RELATES TO THE JEWISH COMMUNITY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,963,429 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | 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 | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKY GUNN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6153520056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 PERCY WARNER BOULEVARD 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| BECKY GUNN | |||||||
| CFO | 40.00 | Yes (X) | $125,822 | $0 | $14,180 | ||
| DEBORAH OLESHANSKY | |||||||
| COMMUNITY RELATIONS DIRECTOR | 40.00 | $100,926 | $0 | $12,914 | Yes (X) | ||
| DAN HORWITZ | |||||||
| CEO (START AUG 2023) | 40.00 | Yes (X) | $94,617 | $0 | $11,009 | ||
| LESLIE KIRBY | |||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ARON KARABEL | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACOB KLEINROCK | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ARLENE AVERBUCH | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HAROLD BENUS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID BOCKIAN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY CORNELIUS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDSEY DANZINGER | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SETH GOLDBERG | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| AMY GOLDSTEIN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BECCA GRONER | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ORI HART | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE HIRSCH | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MINDY HIRT | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BATIA KARABEL | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JACOB KUPIN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HAYLEY LEVY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIC MIROWITZ | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LANA PARGH | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JASON SPARKS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ANNA STERN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CARA SUVALL | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RABBI JOSHUA KULLOCK | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHANIE TOWNSEND | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN WEISMAN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTIE WIEMERS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $321,365 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,103 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 | SEI | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FREEDOM VALLEY DRIVE | AddressLine1Txt |
| City | OAKS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $186,995 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,121,128 | AllOtherContributionsAmt |
| Noncash Contributions | $588,587 | NoncashContributionsAmt |
| Total Contributions | $2,121,128 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBSERVER INCOME | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $74,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,420 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $68,358 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,137,762 | TotalRevenueColumnAmt |
| Exclusion | $1,137,762 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,808 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $323,809 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$120,001 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$120,001 | TotalRevenueColumnAmt |
| Exclusion | -$120,001 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | $82,056 | $82,056 | |
| ACCOUNTING SERVICES | 900099 | $52,613 | $52,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $134,669 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,348,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,420 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $120,971 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,099,817 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,491,537 | TotalAmt |
| Program Services | $1,491,537 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,432 | TotalAmt |
| Program Services | $36,686 | ProgramServicesAmt |
| Management And General | $103,275 | ManagementAndGeneralAmt |
| Fundraising | $43,471 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,310 | TotalAmt |
| Program Services | $294,079 | ProgramServicesAmt |
| Management And General | $113,769 | ManagementAndGeneralAmt |
| Fundraising | $94,462 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,775 | TotalAmt |
| Program Services | $8,649 | ProgramServicesAmt |
| Management And General | $3,337 | ManagementAndGeneralAmt |
| Fundraising | $3,789 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,581 | TotalAmt |
| Program Services | $24,214 | ProgramServicesAmt |
| Management And General | $9,669 | ManagementAndGeneralAmt |
| Fundraising | $6,698 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,746 | TotalAmt |
| Program Services | $26,336 | ProgramServicesAmt |
| Management And General | $16,661 | ManagementAndGeneralAmt |
| Fundraising | $10,749 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471 | TotalAmt |
| Management And General | $2,471 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,105 | TotalAmt |
| Management And General | $8,105 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,195 | TotalAmt |
| Management And General | $92,195 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,013 | TotalAmt |
| Program Services | $12,504 | ProgramServicesAmt |
| Management And General | $26,506 | ManagementAndGeneralAmt |
| Fundraising | $11,003 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743 | TotalAmt |
| Program Services | $436 | ProgramServicesAmt |
| Management And General | $924 | ManagementAndGeneralAmt |
| Fundraising | $383 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,364 | TotalAmt |
| Program Services | $341 | ProgramServicesAmt |
| Management And General | $723 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,874 | TotalAmt |
| Management And General | $3,874 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,522 | TotalAmt |
| Management And General | $5,522 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAMPAIGN PROGRAMS | $176,856 | $176,856 | ||
| OTHER EXPENSES | $144,146 | $40,707 | $27,699 | $75,740 |
| STAFF DEVELOPMENT | $37,972 | $8,354 | $9,493 | $20,125 |
| OBSERVER PUBLICATION | $24,908 | $24,908 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,076 | TotalAmt |
| Program Services | $6,547 | ProgramServicesAmt |
| Management And General | $25,768 | ManagementAndGeneralAmt |
| Fundraising | $5,761 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,874,626 | TotalAmt |
| Program Services | $1,963,429 | ProgramServicesAmt |
| Management And General | $508,664 | ManagementAndGeneralAmt |
| Fundraising | $402,533 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,800 | BOYAmt |
| EOY | $1,171,272 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,295 | BOYAmt |
| EOY | $137,816 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,975 | BOYAmt |
| EOY | $373,336 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,147 | BOYAmt |
| EOY | $66,478 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $201,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $180,957 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,574 | BOYAmt |
| EOY | $20,104 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,204,366 | BOYAmt |
| EOY | $18,920,565 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,465,666 | BOYAmt |
| EOY | $22,194,323 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,500,823 | BOYAmt |
| EOY | $42,888,894 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,472 | BOYAmt |
| EOY | $76,380 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,796,934 | BOYAmt |
| EOY | $11,481,090 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,024,406 | BOYAmt |
| EOY | $11,557,470 | 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 | $21,832,081 | BOYAmt |
| EOY | $21,252,260 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,644,336 | BOYAmt |
| EOY | $10,079,164 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,476,417 | BOYAmt |
| EOY | $31,331,424 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,500,823 | BOYAmt |
| EOY | $42,888,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $473,710 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $381,297 | 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 | $2,517,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,728,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,705,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,982,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,121,128 | CurrentTaxYearAmt |
| Total | $13,055,226 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,517,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,728,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,705,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,982,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,121,128 | CurrentTaxYearAmt |
| Total | $13,055,226 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $794,836 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,260,390 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,341,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,740,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,513,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,137,762 | CurrentTaxYearAmt |
| Total | $7,705,682 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,056 | CurrentTaxYearAmt |
| Total | $198,090 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,958,998 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $198,658 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PUBLIC SUPPORT SHORT YEAR EXPLANATION | FormAndLineReferenceDesc |
| Explanation | THE FEDERATION'S CURRENT TAX YEAR IS A SHORT YEAR FROM JULY 1, 2023 TO DECEMBER 31, 2023 DUE TO A CHANGE IN REPORTING PERIOD FOR FINANCIAL STATEMENT PURPOSES. THE FEDERATION CHANGED ITS YEAR-END FROM JUNE TO DECEMBER TO BETTER ALIGN WITH ITS GRANTS CYCLE. | ExplanationTxt |
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 | 581 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,028,276 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $777,194 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,935,387 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,655,689 | BeginningYearBalanceAmt |
| Contributions | $1,162,369 | ContributionsAmt |
| Investment Earnings Or Losses | $330,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,330 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $37,781 | AdministrativeExpensesAmt |
| End Year Balance | $8,100,629 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,386,793 | BeginningYearBalanceAmt |
| Contributions | $56,750 | ContributionsAmt |
| Investment Earnings Or Losses | $190,544 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $906,329 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $72,069 | AdministrativeExpensesAmt |
| End Year Balance | $6,655,689 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,514,783 | BeginningYearBalanceAmt |
| Contributions | $28,123 | ContributionsAmt |
| Investment Earnings Or Losses | -$577,699 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $489,408 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $89,006 | AdministrativeExpensesAmt |
| End Year Balance | $7,386,793 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,153,594 | BeginningYearBalanceAmt |
| Contributions | $140,805 | ContributionsAmt |
| Investment Earnings Or Losses | $2,224,487 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $909,827 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $94,276 | AdministrativeExpensesAmt |
| End Year Balance | $8,514,783 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,496,647 | BeginningYearBalanceAmt |
| Contributions | $149,631 | ContributionsAmt |
| Investment Earnings Or Losses | $119,772 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $533,352 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $79,104 | AdministrativeExpensesAmt |
| End Year Balance | $7,153,594 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,061 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,957 | DepreciationAmt |
| Book Value | $20,104 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,104 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $9,217,068 | F |
| ISRAEL AND FIXED INCOME BONDS | $12,977,255 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,194,323 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $11,116,677 |
| DESIGNATED GIVING | $364,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,481,090 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,964,720 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $463,334 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,245,245 | OtherRevenueAmt |
| Revenue Not Reported | $4,708,579 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,256,141 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,195 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $92,195 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,348,336 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,707,266 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,924,835 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,924,835 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,782,431 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,195 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $92,195 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,874,626 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FEDERATION'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES, OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE REPORTED ON 2022 RETURN 4,504,800. INVESTMENT FEES REPORTED ON 2022 RETURN -259,555. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED ON 2022 RETURN 5,184,390. INVESTMENT FEES REPORTED ON 2022 RETURN -259,555. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ABE'S GARDEN | ||||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | 061818302 | 501(C)3 | $12,725 | $0 | GENERAL PROGRAM SUPPORT |
| AKIVA SCHOOL | ||||||||
| 809 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | 620694534 | 501(C)3 | $79,165 | $0 | GENERAL PROGRAM SUPPORT |
| AMERICAN RED CROSS | ||||||||
| 2201 CHARLOTTE AVE | NASHVILLE | TN | 37203 | 530196605 | 501(C)3 | $14,782 | $0 | GENERAL PROGRAM SUPPORT |
| CHABAD OF NASHVILLE | ||||||||
| 95 BELLEVUE RD | NASHVILLE | TN | 37221 | 621793153 | 501(C)3 | $7,005 | $0 | GENERAL PROGRAM SUPPORT |
| FIFTY FORWARD | ||||||||
| 174 RAINS AVE | NASHVILLE | TN | 37203 | 620566419 | 501(C)3 | $7,067 | $0 | GENERAL PROGRAM SUPPORT |
| GILDA'S CLUB MIDDLE TENNESSEE | ||||||||
| 1707 DIVISION ST | NASHVILLE | TN | 37203 | 621614190 | 501(C)3 | $7,360 | $0 | GENERAL PROGRAM SUPPORT |
| GORDON JEWISH COMMUNITY CENTER | ||||||||
| 801 PERCY WARNER BLVD SUITE 102 | NASHVILLE | TN | 37205 | 620475746 | 501(C)3 | $270,638 | $0 | GENERAL PROGRAM SUPPORT |
| HADASSAH NASHVILLE | ||||||||
| 801 PERCY WARNER BLVD SUITE 102 | NASHVILLE | TN | 37205 | 626079301 | 501(C)3 | $6,625 | $0 | GENERAL PROGRAM SUPPORT |
| HARD BARGAIN ASSOCIATION | ||||||||
| PO BOX 545 | FRANKLIN | TN | 37064 | 830411768 | 501(C)3 | $10,000 | $0 | GENERAL PROGRAM SUPPORT |
| JEWISH FAMILY SERVICES | ||||||||
| 801 PERCY WARNER BLVD SUITE 103 | NASHVILLE | TN | 37205 | 626046618 | 501(C)3 | $90,393 | $0 | GENERAL PROGRAM SUPPORT |
| MOISHE HOUSE | ||||||||
| 5802 MONROE RD | CHARLOTTE | NC | 28212 | 262599786 | 501(C)3 | $7,500 | $0 | GENERAL PROGRAM SUPPORT |
| NEW ISRAEL FUND | ||||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | 948607722 | 501(C)3 | $36,500 | $0 | GENERAL PROGRAM SUPPORT |
| PLANNED PARENTHOOD | ||||||||
| 50 VANTAGE WAY | NASHVILLE | TN | 37228 | 131644147 | 501(C)3 | $5,200 | $0 | GENERAL PROGRAM SUPPORT |
| SECOND HARVEST FOOD | ||||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | 621049447 | 501(C)3 | $15,150 | $0 | GENERAL PROGRAM SUPPORT |
| STAND WITH US | ||||||||
| PO BOX 811355 | BOCA RATON | FL | 33481 | 010566033 | 501(C)3 | $10,063 | $0 | GENERAL PROGRAM SUPPORT |
| STREET OF DREAMS | ||||||||
| 4215 MENLO AVE | SAN DIEGO | CA | 92115 | 330936491 | 501(C)3 | $10,000 | $0 | GENERAL PROGRAM SUPPORT |
| TEMPLE KOL AMI EMANUEL | ||||||||
| 8200 PETERS RD | PLANTATION | FL | 33324 | 201836125 | 501(C)3 | $6,000 | $0 | GENERAL PROGRAM SUPPORT |
| THE TEMPLE OHABAI SHOLOM | ||||||||
| 5015 HARDING RD | NASHVILLE | TN | 37205 | 100142954 | 501(C)3 | $52,354 | $0 | GENERAL PROGRAM SUPPORT |
| VANDERBILT HILLEL | ||||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 030460361 | 501(C)3 | $186,468 | $0 | GENERAL PROGRAM SUPPORT |
| WEST END SYNAGOGUE | ||||||||
| 3814 WEST END AVE | NASHVILLE | TN | 37205 | 620513743 | 501(C)3 | $23,256 | $0 | GENERAL PROGRAM SUPPORT |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE SUITE 10 | NEW YORK | NY | 10017 | 134092050 | 501(C)3 | $10,000 | $0 | GENERAL PROGRAM SUPPORT |
| JFNA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | 501(C)3 | $145,608 | $0 | GENERAL PROGRAM SUPPORT |
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | 620476822 | 501(C)3 | $23,000 | $0 | GENERAL PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PERIODIC REPORTS REQUIRED FROM ORGANIZATIONS AS WELL AS DOCUMENTATION FOR DISTRIBUTIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $588,587 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NET PROCEEDS | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS OF STOCK RECEIVED | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ARON KARABEL AND BATIA KARABEL HAVE A FAMILY RELATIONSHIP. JACOB KUPIN AND HAYLEY LEVY HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE REVIEWED BY EXECUTIVE DIRECTOR, CONTROLLER, PRESIDENT AND TREASURER. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY NEW BOARD MEMBER THAT COMES ONTO THE BOARD AND EVERY NEW MEMBER OF THE STAFF SIGNS A CONFLICT OF INTEREST POLICY. THE EXECUTIVE ASSISTANT MAINTAINS THOSE FILES AND MONITORS AS WE MAY HAVE CHANGES IN OUR BOARD OR STAFF THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN ANNUAL SALARY SURVEY IS PROVIDED BY THE JEWISH FEDERATIONS OF NORTH AMERICA, SHOWING SALARY BRACKETS FOR SIMILAR POSITIONS NATIONWIDE. THE EXECUTIVE DIRECTOR IS ON A THREE YEAR SALARY CONTRACT. THE SALARY WILL BE REVIEWED AND APPROVED BY THE BOARD PRIOR TO ANY RENEWAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FEDERATION PUBLISHES AN ANNUAL REPORT WITH FINANCIAL INFORMATION. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| SCHEDULE D, PAGE 4, LINE 2D | THE FEDERATION IS CHANGING THEIR FISCAL YEAR FROM JUNE 30 TO DECEMBER 31. THE AUDIT WAS PERFORMED FOR AN 18-MONTH PERIOD. THE ACTIVITY FOR THE TWELVE MONTHS ENDED JUNE 30, 2023 ARE REPORTED IN THE 2022 FORM 990. THOSE AMOUNTS HAVE BEEN REMOVED FROM THE TOTAL AUDIT BALANCES IN THE RECONCILIATION PROCESS. |