WORLD ORT INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WORLD ORT INC (EIN 13-5562424)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202432769349300708
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-02T08:58:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORT AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BOB ADLEMAN CFO | InCareOfNm |
| Business Name Control | ORTA | BusinessNameControlTxt |
| Phone | 2125057700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE Suite 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON WEINGER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2125057700 | PhoneNum |
| Signature | 2024-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLISON WEINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,855,547 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ORTAMERICA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $1,489,907 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,300,865 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,201,699 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,511,851 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $95,440 | PYInvestmentIncomeAmt |
| CY Investment Income | $403,439 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,070,334 | PYOtherRevenueAmt |
| CY Other Revenue | $1,583,239 | CYOtherRevenueAmt |
| PY Total Revenue | $22,367,473 | PYTotalRevenueAmt |
| CY Total Revenue | $15,498,529 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,211,001 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,177,420 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,288,040 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,388,681 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $519,060 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,344,658 | PYOtherExpensesAmt |
| CY Other Expenses | $3,584,983 | CYOtherExpensesAmt |
| PY Total Expenses | $18,843,699 | PYTotalExpensesAmt |
| CY Total Expenses | $18,151,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,523,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,652,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,848,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,042,184 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,961,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,708,242 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,886,525 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,333,942 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,627,206 | ExpenseAmt |
| Grant | $10,177,420 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ORT AMERICA PROVIDES FINANCIAL SUPPORT TO THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 30 COUNTRIES, BENEFITTING OVER 200K BENEFICIARIES ANNUALLY. THE CUTTING-EDGE EDUCATION ACQUIRED AT ORT SCHOOLS, COLLEGES AND INTERNATIONAL PROGRAMS PROVIDE MARKETABLE SKILLS THAT ENABLE STUDENTS TO ATTAIN SUCCESSFUL CAREERS, BECOME COMMUNITY LEADERS AND LIVE INDEPENDENTLY. AMONG THE RECIPIENTS OF FINANCIAL SUPPORT FROM ORT AMERICA ARE THE ORT PROGRAMS IN THE UNITED STATES, INCLUDING THE JEWISH VOCATIONAL SERVICES CENTER OF DETROIT WHICH HAVE ADULT EDUCATION PROGRAMS ORIENTED TOWARD JOB PLACEMENT IN THEIR CHOSEN FIELD AND THE BARUCH COLLEGE FUND. OVERSEAS PROGRAMS THAT ORT AMERICA PROVIDES FUNDING TO INCLUDE KADIMA MADA (SCIENCE JOURNEY), WHICH IS AN INITIATIVE OF THE GLOBAL ORT PROGRAM THAT FOCUSES ON STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) INSTRUCTION IN COOPERATION WITH THE ISRAEL MINISTRY OF EDUCATION TO ELEVATE SCIENCE AND TECHNOLOGY EDUCATION OF LOW-INCOME ISRAELI MIDDLE AND HIGH SCHOOLS AS A MEANS OF ENHANCING OPPORTUNITIES FOR THE STUDENTS SERVED. ORT'S LATIN AMERICA PROGRAM IS ANOTHER KEY RECIPIENT OF FUNDING, ASSURING THAT JEWISH AND OTHER STUDENTS IN ARGENTINA, MEXICO, URUGUAY, AND OTHER LATIN AMERICAN COUNTRIES RECEIVE A CUTTING-EDGE EDUCATION LEADING TO MEANINGFUL CAREERS. ANOTHER PRIMARY RECIPIENT OF ORT AMERICA FUNDING IS THE ORT PROGRAM IN THE FORMER SOVIET UNION AND BALTIC STATES. OVER ROUGHLY TWENTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING OVER 15,000 STUDENTS ACROSS TEN TIME ZONES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,477,364 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT OF THE GLOBAL ORT PROGRAM RELIES ON AN ACTIVE, KNOWLEDGEABLE, AND MOTIVATED LEADERSHIP AND MEMBERSHIP BASE. THIS, IN TURN, NECESSITATES A SUSTAINABLE STRUCTURE FOR OUTREACH, AS WELL AS LEADERSHIP TRAINING AND NEXT GENERATION INITIATIVES. ORT AMERICAS MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMENS AMERICAN ORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $607,494 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICAS GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORTS GLOBAL PROGRAMS, AS WELL AS PROMOTING ORTS VALUES, THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,712,064 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB ADLEMAN CFO | PersonNm |
| Phone | 2125057700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA BIRCH | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $348,680 | $0 | $28,418 | ||
| NICOLE MILLER | ||||||||
| SENIOR DIR., MICHIGAN REGION | 40.0 | 0.0 | $162,450 | $0 | $21,167 | Yes (X) | ||
| JEFFREY COOPER | ||||||||
| CFO & COO (THRU 7/23) | 35.0 | 5.0 | Yes (X) | $164,842 | $0 | $14,357 | ||
| ALLISON HALPERN | ||||||||
| DIRECTOR OF OPERATIONS | 40.0 | 0.0 | $145,445 | $0 | $20,289 | Yes (X) | ||
| ROBIN ISAACSON | ||||||||
| Nat'l Dir, Planned giving | 40.0 | 0.0 | $140,100 | $0 | $20,063 | Yes (X) | ||
| ANNA B STEIN | ||||||||
| DIRECTOR, NORTHEAST REGION | 40.0 | 0.0 | $138,295 | $0 | $20,141 | Yes (X) | ||
| JAMES M LODGE | ||||||||
| SENIOR DEVELOPMENT OFFICER | 40.0 | 0.0 | $143,952 | $0 | $7,184 | Yes (X) | ||
| JONATHAN S MILLER | ||||||||
| CFO (AS OF 7/23) | 35.0 | 5.0 | Yes (X) | $99,594 | $0 | $4,912 | ||
| HOWARD LANZNAR | ||||||||
| BOARD CHAIR (THRU 10/23) | 7.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL PERLMUTER | ||||||||
| BOARD CHAIR | 7.5 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Louanne Smolin | ||||||||
| CHAIR OF EXECUTIVE COMMITTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Mark Adler THRU 1023 | ||||||||
| EXECOM MEMBER/VP & Assoc Treas | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Saul Berkowitz | ||||||||
| EXECOM MEMBER/VP AND TREASURER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Gail Lanznar | ||||||||
| EXECOM MEMBER/VP and Secretary | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUELLEN KADIS | ||||||||
| EXECOM MEMBER/VP | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Richard Bernstein | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Austin Center | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Conrad Giles | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Robert Grey | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Debra Kanter | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Judith Menikoff | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Bubba Urdan | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 3.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| Andi Wolfe THRU 1023 | ||||||||
| MEMBER - EXECUTIVE COMMITTEE | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David Eaton | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Eva Lynn Gans | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Susan Goldman | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Roberta Goodman | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jan Kushner | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jonathan Lanznar | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JON LEVINE | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KEITH LINCH | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOSEF LOEFFLER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| GREG MARCUS | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Leandro Margulis | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Justin Pollack | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| John Pregulman | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Barbara Ross | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Barbara Siegel | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Lawrence Wolfe | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Lew Zipkin | ||||||||
| BOARD MEMBER | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,343,358 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,531 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THEODORA ORINGHER PC | |||||
| 1840 CENTURY PARK EAST SUITE 500 | LOS ANGELES | CA | 90067 | LEGAL/ADVISORY | $176,386 |
| BDO USA | |||||
| 200 PARK AVENUE 38TH FLOOR | NEW YORK | NY | 10166 | AUDIT & TAX | $104,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $52,417 | MembershipDuesAmt |
| Fundraising | $1,109,068 | FundraisingAmt |
| Related Organizations | $167,139 | RelatedOrganizationsAmt |
| All Other Contributions | $12,183,227 | AllOtherContributionsAmt |
| Noncash Contributions | $279,803 | NoncashContributionsAmt |
| Total Contributions | $13,511,851 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,389 | TotalRevenueColumnAmt |
| Exclusion | $338,389 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,668 | TotalRevenueColumnAmt |
| Exclusion | $1,668 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,896,541 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,831,491 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,050 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,050 | TotalRevenueColumnAmt |
| Exclusion | $65,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $499,557 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,109,068 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $525,527 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,970 | TotalRevenueColumnAmt |
| Exclusion | -$25,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP DEBT FINANCED INCOME (UBTI) | 900099 | $1,395,482 | $1,489,907 | -$94,425 |
| MISCELLANEOUS REVENUE | 900099 | $212,059 | $212,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,607,541 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,498,529 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,489,907 | UnrelatedBusinessRevenueAmt |
| Exclusion | $496,771 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,500 | TotalAmt |
| Program Services | $57,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,119,920 | TotalAmt |
| Program Services | $10,119,920 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,803 | TotalAmt |
| Program Services | $510,443 | ProgramServicesAmt |
| Management And General | $86,183 | ManagementAndGeneralAmt |
| Fundraising | $64,177 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,943,637 | TotalAmt |
| Program Services | $2,273,836 | ProgramServicesAmt |
| Management And General | $383,917 | ManagementAndGeneralAmt |
| Fundraising | $285,884 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,260 | TotalAmt |
| Program Services | $72,040 | ProgramServicesAmt |
| Management And General | $12,163 | ManagementAndGeneralAmt |
| Fundraising | $9,057 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,751 | TotalAmt |
| Program Services | $302,612 | ProgramServicesAmt |
| Management And General | $51,093 | ManagementAndGeneralAmt |
| Fundraising | $38,046 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,230 | TotalAmt |
| Program Services | $231,143 | ProgramServicesAmt |
| Management And General | $39,026 | ManagementAndGeneralAmt |
| Fundraising | $29,061 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,158 | TotalAmt |
| Management And General | $408,158 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,565 | TotalAmt |
| Program Services | $76,080 | ProgramServicesAmt |
| Management And General | $18,485 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,779 | TotalAmt |
| Management And General | $66,779 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,538 | TotalAmt |
| Program Services | $189,026 | ProgramServicesAmt |
| Management And General | $45,926 | ManagementAndGeneralAmt |
| Fundraising | $10,586 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,953 | TotalAmt |
| Program Services | $190,822 | ProgramServicesAmt |
| Management And General | $3,832 | ManagementAndGeneralAmt |
| Fundraising | $1,299 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,201 | TotalAmt |
| Program Services | $96,433 | ProgramServicesAmt |
| Management And General | $15,014 | ManagementAndGeneralAmt |
| Fundraising | $7,754 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,867 | TotalAmt |
| Program Services | $552,646 | ProgramServicesAmt |
| Management And General | $70,047 | ManagementAndGeneralAmt |
| Fundraising | $36,174 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,355 | TotalAmt |
| Program Services | $45,302 | ProgramServicesAmt |
| Management And General | $15,972 | ManagementAndGeneralAmt |
| Fundraising | $6,081 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,381 | TotalAmt |
| Program Services | $203,140 | ProgramServicesAmt |
| Management And General | $52,351 | ManagementAndGeneralAmt |
| Fundraising | $11,890 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,688 | TotalAmt |
| Program Services | $4,558 | ProgramServicesAmt |
| Management And General | $745 | ManagementAndGeneralAmt |
| Fundraising | $385 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,870 | TotalAmt |
| Program Services | $55,995 | ProgramServicesAmt |
| Management And General | $9,150 | ManagementAndGeneralAmt |
| Fundraising | $4,725 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS TAX EXP. | $550,833 | $550,833 | ||
| LOCAL REGIONS & CHAPTERS EXP. | $528,916 | $528,916 | ||
| EQUIPMENT LEASE EXPENSE | $50,655 | $7,042 | $41,382 | $2,231 |
| SUPPLIES | $24,322 | $4,898 | $19,211 | $213 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,902 | TotalAmt |
| Program Services | $141,059 | ProgramServicesAmt |
| Management And General | $78,346 | ManagementAndGeneralAmt |
| Fundraising | $11,497 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,151,084 | TotalAmt |
| Program Services | $15,712,064 | ProgramServicesAmt |
| Management And General | $1,919,960 | ManagementAndGeneralAmt |
| Fundraising | $519,060 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,850,646 | BOYAmt |
| EOY | $3,728,925 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,375 | BOYAmt |
| EOY | $1,455,158 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,273,764 | BOYAmt |
| EOY | $897,847 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,556 | BOYAmt |
| EOY | $166,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $181,671 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $170,265 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,362 | BOYAmt |
| EOY | $11,406 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,083,110 | BOYAmt |
| EOY | $10,196,070 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,465,086 | BOYAmt |
| EOY | $4,689,164 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,158,615 | BOYAmt |
| EOY | $1,897,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,848,514 | BOYAmt |
| EOY | $23,042,184 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,188 | BOYAmt |
| EOY | $764,387 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,853,748 | BOYAmt |
| EOY | $1,987,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,378,053 | BOYAmt |
| EOY | $3,956,355 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,961,989 | BOYAmt |
| EOY | $6,708,242 | 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 | $6,371,524 | BOYAmt |
| EOY | $6,791,293 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,515,001 | BOYAmt |
| EOY | $9,542,649 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,886,525 | BOYAmt |
| EOY | $16,333,942 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,848,514 | BOYAmt |
| EOY | $23,042,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,652,555 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,170,930 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,070,958 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $13,526,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,919,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,088,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,201,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,511,851 | CurrentTaxYearAmt |
| Total | $73,248,118 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,526,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,919,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,088,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,201,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,511,851 | CurrentTaxYearAmt |
| Total | $73,248,118 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,310,843 | SubstantialContributorsTotAmt |
| Public Support Total170 | $70,937,275 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $167,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $203,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,057 | CurrentTaxYearAmt |
| Total | $1,000,356 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,129,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,300,865 | CurrentTaxYearAmt |
| Total | $4,896,386 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $651,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $468,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$1,088,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,634 | CurrentTaxYearAmt |
| Total | $202,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,347,107 | TotalSupportAmt |
| Public Support CY170 | 0.89401 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91132 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,533,726 | BeginningYearBalanceAmt |
| Contributions | $688,039 | ContributionsAmt |
| Investment Earnings Or Losses | $893,648 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $233,856 | OtherExpendituresAmt |
| End Year Balance | $14,881,557 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,387,319 | BeginningYearBalanceAmt |
| Contributions | $130,437 | ContributionsAmt |
| Investment Earnings Or Losses | -$647,586 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $336,444 | OtherExpendituresAmt |
| End Year Balance | $13,533,726 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,797,726 | BeginningYearBalanceAmt |
| Contributions | $103,313 | ContributionsAmt |
| Investment Earnings Or Losses | $547,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $180,772 | OtherExpendituresAmt |
| End Year Balance | $11,267,319 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,803,224 | BeginningYearBalanceAmt |
| Contributions | $74,760 | ContributionsAmt |
| Investment Earnings Or Losses | $124,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $204,370 | OtherExpendituresAmt |
| End Year Balance | $10,797,726 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,236,682 | BeginningYearBalanceAmt |
| Contributions | $73,284 | ContributionsAmt |
| Investment Earnings Or Losses | $807,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $314,049 | OtherExpendituresAmt |
| End Year Balance | $10,803,224 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34920 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,342 | DepreciationAmt |
| Book Value | $4,631 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,648 | OtherCostOrOtherBasisAmt |
| Depreciation | $121,873 | DepreciationAmt |
| Book Value | $6,775 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,050 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,406 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TREASURY BONDS | $3,854,139 | F |
| POOLED INVESTMENT FUNDS | $203,426 | F |
| STATE OF ISRAEL BONDS | $33,800 | F |
| INVST. IN LIFE INSUR. CONTRACT | $6,714 | F |
| TRUST FUND | $332,461 | F |
| ALTERNATIVE INVESTMENT | $258,624 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,689,164 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSET | $1,322,620 |
| INVESTMENTS IN R/E PARTNERSHIP | $322,787 |
| SECURITY DEPOSIT | $112,873 |
| DUE FROM AFFILIATES | $139,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,897,355 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT-INTEREST AGREEMENT OBLIGATIONS | $1,457,133 |
| ACCRUED PENSION PAYABLE | $667,872 |
| ACCRUED POSTRETIREMENT BENEFIT COSTS | $283,796 |
| EMPLOYEES' SEVERANCE PAYABLE | $56,526 |
| OPERATING LEASE LIABILITY | $1,491,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,956,355 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,471,722 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,170,930 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$130,958 | OtherRevenueAmt |
| Revenue Not Reported | $1,039,972 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,431,750 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $66,779 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $66,779 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,498,529 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,084,305 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $18,084,305 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $66,779 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $66,779 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,151,084 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, COLUMN (B): | BEGINNING OF YEAR ENDOWMENT FUND BALANCE AT JANUARY 1, 2022 WAS RESTATED TO INCLUDE A REIMBURSEMENT OF UNAUTHORIZED WITHDRAWALS IN THE AMOUNT OF $3,120,000 AT DECEMBER 31, 2021. |
| PART V, LINE 4: | THE ORGANIZATION ENDOWMENT FUNDS ARE FOR EDUCATION ASSISTANCE AND SCHOLARSHIPS. THE INCOME EARNED ON THE ENDOWMENTS IS AVAILABLE TO SUPPORT GENERAL OPERATIONS AND EDUCATIONAL PROGRAMS. |
| PART X, LINE 2: | Under GAAP, an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination. ORT America, Inc. does not believe it has taken any materially uncertain tax positions, and accordingly, it has not recorded any liability for unrecognized tax benefits. The organization has filed and received income tax exemptions in the jurisdictions where it is required to do so. For the year ended December 31, 2023, there were no interest or penalties recorded or included in the statements of activities. The organization is subject to routine audits by a taxing authority. As of December 31, 2023, the organization was not subject to any examination by a taxing authority. |
| PART XI, LINE 2D: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS.........$(130,958) |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $5,291,066 |
| Middle East and North Africa | 0 | 0 | Grantmaking | $3,960,621 |
| Russia and the Newly Independent States | 0 | 0 | Grantmaking | $721,235 |
| South America | 0 | 0 | Grantmaking | $141,998 |
| North America | 0 | 0 | Grantmaking | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,119,920 | SubtotalSpentAmt |
| Total Spent | $10,119,920 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | financial | $5,291,066 | wire |
| Middle East and North Africa | financial | $3,960,621 | wire |
| Russia and the Newly Independent States | financial | $721,235 | wire |
| South America | financial | $141,998 | wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ENTITIES THAT RECEIVE GRANTS OVERSEAS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE FOREIGN ENTITY AND REVIEWED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | summer auction | Event1Nm |
| Gross Receipts Event1 | $941,974 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $571,862 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $370,112 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $201,928 | OtherDirectExpensesEvent1Amt |
| Event2 | art auction | Event2Nm |
| Gross Receipts Event2 | $169,919 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $141,855 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,064 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $108,983 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $496,732 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $395,351 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $101,381 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $214,616 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,608,625 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,109,068 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $499,557 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $525,527 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $525,527 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,970 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Hermelin ORT Resource Center JVS | |||||||
| 6600 W Maple RD | W Bloom Twnsp | MI | 48322 | 381358013 | 501(C)(3) | $35,000 | scholarship/ |
| BARUCH COLLEGE FUND | |||||||
| 55 lexington avenue | new york | NY | 10010 | 237039817 | 501(C)(3) | $22,500 | scholarship/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ENTITIES THAT RECEIVE GRANTS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE ENTITY AND REVIEWED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA BIRCH | ||||||||||||||
| PRESIDENT & CEO | $313,680 | $0 | $35,000 | $0 | $0 | $0 | $14,000 | $0 | $14,418 | $0 | $377,098 | $0 | $0 | $0 |
| JEFFREY COOPER | ||||||||||||||
| CFO & COO (THRU 7/23) | $141,842 | $0 | $23,000 | $0 | $0 | $0 | $5,923 | $0 | $8,434 | $0 | $179,199 | $0 | $0 | $0 |
| NICOLE MILLER | ||||||||||||||
| SENIOR DIR., MICHIGAN REGION | $161,550 | $0 | $0 | $0 | $900 | $0 | $6,653 | $0 | $14,514 | $0 | $183,617 | $0 | $0 | $0 |
| JAMES M LODGE | ||||||||||||||
| SENIOR DEVELOPMENT OFFICER | $143,952 | $0 | $0 | $0 | $0 | $0 | $5,806 | $0 | $1,378 | $0 | $151,136 | $0 | $0 | $0 |
| ALLISON HALPERN | ||||||||||||||
| DIRECTOR OF OPERATIONS | $145,445 | $0 | $0 | $0 | $0 | $0 | $5,871 | $0 | $14,418 | $0 | $165,734 | $0 | $0 | $0 |
| ROBIN ISAACSON | ||||||||||||||
| Nat'l Dir, Planned giving | $140,100 | $0 | $0 | $0 | $0 | $0 | $5,645 | $0 | $14,418 | $0 | $160,163 | $0 | $0 | $0 |
| ANNA B STEIN | ||||||||||||||
| DIRECTOR, NORTHEAST REGION | $138,295 | $0 | $0 | $0 | $0 | $0 | $5,723 | $0 | $14,418 | $0 | $158,436 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $279,803 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMERICAL DATA HERE REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2: | HOWARD LANZNAR AND GAIL LANZNAR ARE HUSBAND AND WIFE, AND JONATHAN LANZNAR IS THEIR SON; BUBBA URDAN AND NICOLE MILLER ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION A, LINE 6: | THE QUALIFICATIONS FOR MEMBERSHIP ARE AS FOLLOWS: ANY PERSON WHO SUBSCRIBES TO THE PURPOSES OF ORT AMERICA AND PAYS ANNUAL DUES OR MAKES A CONTRIBUTION EQUAL TO OR GREATER THAN THE ANNUAL DUES AMOUNT SHALL BE DEEMED A MEMBER. A PERSON MAY ACQUIRE MEMBERSHIP THROUGH A CHAPTER OR OTHER UNIT OF ORGANIZATION OF ORT AMERICA, BE A MEMBER-AT-LARGE OR A LIFE MEMBER OR HAVE SUCH OTHER STATUS AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A: | EVERY THREE YEARS AT THE ANNUAL MEETING THERE WILL BE AN ELECTION OF OFFICERS AND BOARD MEMBERS AT THE MEETING OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE. MEMBERS SHALL NOT BE ENTITLED TO VOTE BY PROXY AT ANY MEETING OF THE MEMBERS, THERE SHALL BE PRESENT 100 MEMBERS OR 10% OF THE TOTAL NUMBER OF MEMBERS, WHICHEVER IS LESS, IN ORDER TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. |
| FORM 990, PART VI, SECTION B, LINE 11B: | FORM 990 WAS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE POLICY CALLS FOR THE CHIEF EXECUTIVE OFFICER OF ORT AMERICA, INC. AND THE CHAIR OF THE AUDIT COMMITTEE TO COLLECT AND REVIEW THE STATEMENTS AND ANNUALLY SUBMIT TO THE AUDIT COMMITTEE A REPORT LISTING THE CONFLICT OF INTEREST DISCLOSED ON THE STATEMENTS AND THE ACTIONS, IF ANY, TAKEN BY ORT AMERICA IN RESPONSE. ALL INDIVIDUALS CONSIDERED TO BE KEY INDIVIDUALS MUST COMPLETE AND SIGN OFF ON THE POLICY. KEY INDIVIDUALS ARE COLLECTIVELY DEFINED AS OFFICERS AND DIRECTORS OF THE BOARD, ALL OTHER KEY VOLUNTEERS IN REGIONS AND CHAPTERS, AND KEY EMPLOYEES IN THE NATIONAL AND REGIONAL OFFICES. THE POLICY ALSO CALLS FOR KEY INDIVIDUALS AT MEETINGS WHERE THERE WILL BE DELIBERATION OR VOTING TO FULLY DISCLOSE ANY CONFLICT TO THE PERSON CHAIRING THE MEETING. FAILURE TO COMPLY WITH THE POLICY IS GROUNDS FOR REMOVAL FROM OFFICE. ANY POTENTIAL CONFLICTS ARE RAISED TO THE APPROPRIATE INDIVIDUALS. THOSE WHICH ARE RAISED TO THE CEO WILL THEN BE INVESTIGATED. |
| FORM 990, PART VI, SECTION B, LINE 15: | IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION, THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAKE ITS FORM 990 AVAILABLE ON ITS WEBSITE AND TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON ITS WEBSITE AND TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | RE-DESIGNATION OF RESTRICTED CONTRIBUTIONS.........$(7,940,000) CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS......................................$ (130,958) TOTAL..............................................$(8,070,958) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN'S AMERICAN ORT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 MAIDEN LANE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366161357 | EIN |
| Primary Activities | RAISE FUNDS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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