JEWISH FEDERATION OF CINCINNATI: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF CINCINNATI (EIN 31-0537174)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349306076
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:00:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | 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 | 310537174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Cincinnati | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5139851500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Danielle Minson | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 5139851500 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| 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 | Danielle Minson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,621,918 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jewishcincinnati.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Jewish Federation of Cincinnati brings our community together to care for Jews. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,094,842 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,468,408 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,855,871 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,234,934 | CYProgramServiceRevenueAmt |
| PY Investment Income | $305,729 | PYInvestmentIncomeAmt |
| CY Investment Income | $490,920 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,489 | PYOtherRevenueAmt |
| CY Other Revenue | $10,259 | CYOtherRevenueAmt |
| PY Total Revenue | $27,258,931 | PYTotalRevenueAmt |
| CY Total Revenue | $31,204,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,175,379 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,963,708 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,492,829 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,362,708 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,960,513 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,872,389 | PYOtherExpensesAmt |
| CY Other Expenses | $3,360,003 | CYOtherExpensesAmt |
| PY Total Expenses | $26,540,597 | PYTotalExpensesAmt |
| CY Total Expenses | $26,686,419 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $718,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,518,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,827,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,889,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,513,110 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,446,537 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $121,314,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $139,442,882 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,719,943 | ExpenseAmt |
| Grant | $15,944,324 | GrantAmt |
| Revenue | $576,287 | RevenueAmt |
| Desc | The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,652,555 | ExpenseAmt |
| Revenue | $1,372,677 | RevenueAmt |
| Desc | The Federation has a shared business service program where it provides accounting and human resource services to various Jewish agencies in the Cincinnati area. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $683,647 | ExpenseAmt |
| Grant | $19,384 | GrantAmt |
| Revenue | $285,970 | RevenueAmt |
| Desc | The Federation administers a community program called SAFE Cincinnati, a community wide initiative to improve Jewish Cincinnati's readiness to deal with security threats and natural disasters. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,056,145 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erin Klein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139851500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Andy Abel | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bret Caller | ||||||||
| Foundation Trustee - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Debbie Brant | ||||||||
| Immediate Past President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Elida Kamine | ||||||||
| Vice President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Gary Greenberg | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Zipkin | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Salters | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Josh Blatt | ||||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Nancy Warren | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Patti Heldman | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sherri Symson | ||||||||
| Vice President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Tedd Friedman | ||||||||
| Vice President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Steve Baron | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sharon Bramy | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Elliot Draznin | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marc Fisher | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Fisher | ||||||||
| Vice President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Louis Goldner | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Craig Hoffheimer | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lara Isakov | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Todd Schild | ||||||||
| Secretary/Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Shari Schulhoff | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Wise | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Barsman | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Julie Glazer | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Heldman | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Miriam Hodesh | ||||||||
| Vice President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Beth Miles | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sue Price | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Vallie Freeman | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Goodman | ||||||||
| Vice President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Raffie Zuroff | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Seth Guttman | ||||||||
| Member - Exit 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rabbi Sanford Kopnick | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Abby Schwartz | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scot Joseph | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sam Shaffer | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Hertzman | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eliana Rantz | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ben Schneider | ||||||||
| Vice President - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Don Shuller | ||||||||
| Vice President - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Fred Heldman | ||||||||
| Member - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Winstel | ||||||||
| Member - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kai Schneider | ||||||||
| Member - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Whitney Fisch | ||||||||
| Member - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alyce Ellison | ||||||||
| Member - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Chuck Kessel | ||||||||
| Member - Start 05/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Danielle Minson | ||||||||
| President & CEO | 37.50 | $334,372 | $0 | $49,388 | Yes (X) | |||
| Lindsey Wade | ||||||||
| COO | 37.50 | $177,974 | $0 | $26,985 | Yes (X) | |||
| Pam Geller | ||||||||
| Chief Impact Officer | 37.50 | $152,853 | $0 | $7,214 | Yes (X) | |||
| Valerie Krueckeberg | ||||||||
| Managing Director, SBS | 37.50 | $155,698 | $0 | $17,652 | Yes (X) | |||
| Mark Dowd | ||||||||
| Director of SAFE Cincinnati | 37.50 | $143,493 | $0 | $7,103 | Yes (X) | |||
| Jim Friedman | ||||||||
| Director of Planned Giving | 37.50 | $133,109 | $0 | $27,152 | Yes (X) | |||
| Deb Steinbuch | ||||||||
| Interim Chief Development Officer | 37.50 | $132,475 | $0 | $16,474 | Yes (X) | |||
| David Harris - Start 323 | ||||||||
| Chief Development Officer | 37.50 | $146,666 | $0 | $5,094 | Yes (X) | |||
| Felicia Zakem | ||||||||
| Chief Planning Officer | 37.50 | $129,443 | $0 | $34,433 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,506,083 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $191,495 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Air Partner LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W 26th Street Ste 900 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | chartered air travel | ServicesDesc |
| Compensation | $148,950 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,468,408 | AllOtherContributionsAmt |
| Noncash Contributions | $14,989,271 | NoncashContributionsAmt |
| Total Contributions | $28,468,408 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Shared Busin. Service | 900099 | $1,948,964 | $1,948,964 |
| Safe Program Particip. | 900099 | $285,970 | $285,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,234,934 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,406 | TotalRevenueColumnAmt |
| Exclusion | $351,406 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,556,911 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,417,397 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,514 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,514 | TotalRevenueColumnAmt |
| Exclusion | $139,514 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Refunded Grant | 900009 | $5,942 | $5,942 |
| Other Income | 900099 | $4,317 | $4,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,259 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,204,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,234,934 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $501,179 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,779,086 | TotalAmt |
| Program Services | $14,779,086 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,514 | TotalAmt |
| Program Services | $1,162,514 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,108 | TotalAmt |
| Program Services | $22,108 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,137 | TotalAmt |
| Program Services | $576,538 | ProgramServicesAmt |
| Management And General | $160,043 | ManagementAndGeneralAmt |
| Fundraising | $185,556 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,060,309 | TotalAmt |
| Program Services | $3,535,865 | ProgramServicesAmt |
| Management And General | $548,586 | ManagementAndGeneralAmt |
| Fundraising | $975,858 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,604 | TotalAmt |
| Program Services | $128,282 | ProgramServicesAmt |
| Management And General | $14,343 | ManagementAndGeneralAmt |
| Fundraising | $44,979 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,361 | TotalAmt |
| Program Services | $519,251 | ProgramServicesAmt |
| Management And General | $61,399 | ManagementAndGeneralAmt |
| Fundraising | $172,711 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,297 | TotalAmt |
| Program Services | $296,674 | ProgramServicesAmt |
| Management And General | $40,735 | ManagementAndGeneralAmt |
| Fundraising | $101,888 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,311 | TotalAmt |
| Program Services | $29,707 | ProgramServicesAmt |
| Management And General | $16,313 | ManagementAndGeneralAmt |
| Fundraising | $291 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,888 | TotalAmt |
| Program Services | $26,870 | ProgramServicesAmt |
| Management And General | $14,755 | ManagementAndGeneralAmt |
| Fundraising | $263 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,540 | TotalAmt |
| Program Services | $135,540 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,760 | TotalAmt |
| Program Services | $197,578 | ProgramServicesAmt |
| Management And General | $182,923 | ManagementAndGeneralAmt |
| Fundraising | $3,259 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,785 | TotalAmt |
| Program Services | $139,626 | ProgramServicesAmt |
| Management And General | $133,512 | ManagementAndGeneralAmt |
| Fundraising | $71,647 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,023 | TotalAmt |
| Program Services | $127,929 | ProgramServicesAmt |
| Management And General | $88,762 | ManagementAndGeneralAmt |
| Fundraising | $10,332 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,924 | TotalAmt |
| Program Services | $236,730 | ProgramServicesAmt |
| Management And General | $63,678 | ManagementAndGeneralAmt |
| Fundraising | $221,516 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,568 | TotalAmt |
| Program Services | $141,589 | ProgramServicesAmt |
| Management And General | $79,481 | ManagementAndGeneralAmt |
| Fundraising | $43,498 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,671 | TotalAmt |
| Program Services | $629,575 | ProgramServicesAmt |
| Management And General | $24,131 | ManagementAndGeneralAmt |
| Fundraising | $78,965 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,408 | TotalAmt |
| Program Services | $137,727 | ProgramServicesAmt |
| Management And General | $95,559 | ManagementAndGeneralAmt |
| Fundraising | $11,122 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other expense | $265,950 | $149,865 | $103,982 | $12,103 |
| Employee Training | $115,363 | $62,911 | $27,557 | $24,895 |
| Subcription & Dues | $35,812 | $20,180 | $14,002 | $1,630 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,686,419 | TotalAmt |
| Program Services | $23,056,145 | ProgramServicesAmt |
| Management And General | $1,669,761 | ManagementAndGeneralAmt |
| Fundraising | $1,960,513 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,939,566 | BOYAmt |
| EOY | $12,995,528 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,152,175 | BOYAmt |
| EOY | $6,295,441 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,518,113 | BOYAmt |
| EOY | $2,250,786 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,000 | BOYAmt |
| EOY | $440,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,389 | BOYAmt |
| EOY | $456,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,457,164 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,458,366 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,197,637 | BOYAmt |
| EOY | $998,798 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,137,508 | BOYAmt |
| EOY | $29,759,472 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,487,344 | BOYAmt |
| EOY | $107,865,144 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,394,048 | BOYAmt |
| EOY | $4,827,284 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,827,780 | BOYAmt |
| EOY | $165,889,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,649,376 | BOYAmt |
| EOY | $7,019,080 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,883,253 | BOYAmt |
| EOY | $5,169,462 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,465,481 | BOYAmt |
| EOY | $13,817,995 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,000 | BOYAmt |
| EOY | $440,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,513,110 | BOYAmt |
| EOY | $26,446,537 | 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 | $71,620,770 | BOYAmt |
| EOY | $82,741,390 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,693,900 | BOYAmt |
| EOY | $56,701,492 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,314,670 | BOYAmt |
| EOY | $139,442,882 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,827,780 | BOYAmt |
| EOY | $165,889,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,518,102 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,206,752 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $403,358 | 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 | $21,705,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,446,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,726,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,094,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,468,408 | CurrentTaxYearAmt |
| Total | $122,442,008 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,705,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,446,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,726,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,094,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,468,408 | CurrentTaxYearAmt |
| Total | $122,442,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,011,013 | SubstantialContributorsTotAmt |
| Public Support Total170 | $79,430,995 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,741,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $879,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,406 | CurrentTaxYearAmt |
| Total | $3,496,381 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,489 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,259 | CurrentTaxYearAmt |
| Total | $72,832 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $126,011,221 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,041,408 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60570 | 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 | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Income - 2019 Amount: $ 23,910. 2021 Amount: $ 4,390. 2022 Amount: $ 2,489. 2023 Amount: $ 10,259. Workers Comp Refund - 2020 Amount: $ 31,784. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $133,265 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,275 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $135,540 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | a) Used volunteer efforts to work against OH Issue 1 for 8/8/23 and to get an abortion rights amendment onto 11/7/23 ballot. No money spent. b) We have two FTEs, who have--as a small component of their duties--worked to influence nat'l/state/local legislation. We have worked on the same matters as in (a) and also to work to secure nonprofit security funds in the nat'l and state governments. No money was spent. d) We sent digital notes to members and released public messages about our support for the items in (a) and (b). No money was spent. e) We digitally published the items in (d) on our digital platforms--this includes our website and social media. No money was spent. g) We made trips to Columbus, OH to work with OH state legislators and their staffs for items described above. We also hosted federal, state, and local legislators and their staffs for private security briefings at our JCC headquarters in Amberly, Ohio. Approximately $250 was spent. g) We sought to influence bills at the OH statehouse by providing oral and written testimony in committees. No money was spent. h) One full-time team member participated in an Ohio Jewish Community Statehouse Mission to Israel in August 2023, with a goal to form and improve relations with statehouse legislators and staff and advocate for Jewish security issues. $4,025 was spent. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 149 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $14,650,980 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $8,643,874 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $47,587,946 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $11,465,481 | BeginningBalanceAmt |
| Additions During Year | $2,842,783 | AdditionsDuringYearAmt |
| Distributions During Year | $490,269 | DistributionsDuringYearAmt |
| Ending Balance | $13,817,995 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,854,410 | BeginningYearBalanceAmt |
| Contributions | $2,212,783 | ContributionsAmt |
| Investment Earnings Or Losses | $8,666,734 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,881,086 | GrantsOrScholarshipsAmt |
| End Year Balance | $73,852,841 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,189,288 | BeginningYearBalanceAmt |
| Contributions | $669,870 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,671,628 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,333,120 | GrantsOrScholarshipsAmt |
| End Year Balance | $65,854,410 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,453,709 | BeginningYearBalanceAmt |
| Contributions | $1,118,865 | ContributionsAmt |
| Investment Earnings Or Losses | $6,818,621 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,201,907 | GrantsOrScholarshipsAmt |
| End Year Balance | $78,189,288 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,202,735 | BeginningYearBalanceAmt |
| Contributions | $3,979,610 | ContributionsAmt |
| Investment Earnings Or Losses | $8,122,417 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,851,053 | GrantsOrScholarshipsAmt |
| End Year Balance | $73,453,709 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,558,814 | BeginningYearBalanceAmt |
| Contributions | $7,134,660 | ContributionsAmt |
| Investment Earnings Or Losses | $8,813,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,304,422 | GrantsOrScholarshipsAmt |
| End Year Balance | $64,202,735 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,587 | OtherCostOrOtherBasisAmt |
| Book Value | $114,587 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,132,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,132,205 | DepreciationAmt |
| Book Value | $39 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $965,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $429,300 | DepreciationAmt |
| Book Value | $536,002 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,233,166 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,884,996 | DepreciationAmt |
| Book Value | $348,170 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,865 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $998,798 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other investments | Desc |
| Book Value | $107,865,144 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $107,865,144 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,814,631 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,206,752 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $403,358 | OtherRevenueAmt |
| Revenue Not Reported | $13,610,110 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,204,521 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,204,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,686,419 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,686,419 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,686,419 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: | The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns, as well as serving as the custodian and managers of a pooled investment account. |
| Part IV, Line 2b: | The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns as well as serving as the custodian and manager of a pooled investment account in which other local Jewish agencies can hold endowments. |
| Part V, Line 4: | Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. |
| Part X, Line 2: | The Federation is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Federation is subject to federal income tax on any unrelated business taxable income. The Federation's IRS Form 990 is subject to review and examination by federal and state authorities. The Federation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statement. |
| Part XI, Line 2d - Other Adjustments: | Change in beneficial int in trust 341,585. Change on charitable gift annuities 29,126. Change in CSV of life insurance 32,647. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 1 | Investment in foreign hedge funds or private equity. | $87,299,317 |
| North America - Canada and Mexico, but not the United States | 0 | 1 | Investment in foreign hedge funds or private equity. | $954,718 |
| Europe (Including Iceland & Greenland) | 0 | 1 | Investment in foreign hedge funds or private equity. | $1,372,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $89,626,552 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $89,626,552 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt | RegionTxt |
| Purpose Of Grant | Scholarship | PurposeOfGrantTxt |
| Cash Grant | $22,108 | CashGrantAmt |
| Manner Of Cash Disbursement | Electronic Fund/Wire Transfer | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Scholarships used for educational organizations. Student follows up on progress annually. Investment in foreign hedge funds or private equity funds are monitored by the investment committee. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (105 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Adath Israel Congregation | ||||||||
| 3201 East Galbraith Road | Cincinnati | OH | 45236 | 310537489 | 501 c 3 | $181,571 | $0 | General Support |
| Admiral's Cove Foundation | ||||||||
| 200 Admirals Cove Boulevard | Jupiter | FL | 33477 | 593786373 | 501 c 3 | $11,250 | $0 | General Support |
| Alder Graduate School of Education | ||||||||
| 2946 Broadway Street Ste 4B | Redwood City | CA | 94062 | 474649648 | 501 c 3 | $10,000 | $0 | General Support |
| Alzheimer's Disease and Related Disorders Association | ||||||||
| 225 N Michigan Avenue Floor 17 | Chicago | IL | 60601 | 133039601 | 501 c 3 | $41,500 | $0 | General Support |
| American Friends of Magen David Adom | ||||||||
| 20 West 36th Street Suite 1100 | New York | NY | 10018 | 131790719 | 501 c 3 | $56,680 | $0 | General Support |
| American Jewish Committee | ||||||||
| 165 E 56th St | New York | NY | 10022 | 135563393 | 501 c 3 | $97,700 | $0 | General Support |
| ArtsWave | ||||||||
| 20 E Central Parkway Suite 200 | Cincinnati | OH | 45202 | 310537138 | 501 c 3 | $6,900 | $0 | General Support |
| Atara High School | ||||||||
| 6701 Elbrook Ave | Cincinnati | OH | 45237 | 883521785 | 501 c 3 | $16,807 | $0 | General Support |
| Bellwether Enterprise | ||||||||
| 1375 E 9th Street 2400 | Cleveland | OH | 44114 | 851599996 | 501 c 3 | $10,000 | $0 | General Support |
| Beth Israel Congregation | ||||||||
| 50 North Sixth | Hamilton | OH | 45011 | 310708269 | 501 c 3 | $15,281 | $0 | General Support |
| Birthright Israel Foundation | ||||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | 134092050 | 501 c 3 | $10,800 | $0 | General Support |
| Black Swamp Bird Observatory | ||||||||
| 13551 W State Route 2 | Oak Harbor | OH | 43449 | 341702076 | 501 c 3 | $11,800 | $0 | General Support |
| Camp Ashreinu | ||||||||
| 6700 Elbrook Avenue | Cincinnati | OH | 45237 | 311435998 | 501 c 3 | $40,000 | $0 | General Support |
| Camp Chabad | ||||||||
| 1863 Section Road | Cincinnati | OH | 45237 | 310163231 | 501 c 3 | $31,800 | $0 | General Support |
| Camp Livingston | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | 316050765 | 501 c 3 | $834,123 | $0 | General Support |
| CAROLINA WILDLIFE CONSERVATION | ||||||||
| 722 N Ingleside Farm Road | Iron Station | NC | 28080 | 832048360 | 501 c 3 | $14,000 | $0 | General Support |
| Catholic Health Partners Foundation | ||||||||
| 1701 Mercy Health Pl | Cincinnati | OH | 45237 | 201072726 | 501 c 3 | $11,800 | $0 | General Support |
| Chabad at Miami University | ||||||||
| 111 E Spring Street | Oxford | OH | 45056 | 463603690 | 501 c 3 | $10,000 | $0 | General Support |
| Chabad House at University of Cincinnati | ||||||||
| 343 Probasco Street | Cincinnati | OH | 45220 | 455111899 | 501 c 3 | $8,200 | $0 | General Support |
| Chabad Jewish Center of Blue Ash | ||||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | 223796223 | 501 c 3 | $86,558 | $0 | General Support |
| Chabad Lubavitch Congregation | ||||||||
| 3515 Green St | Harrisburg | PA | 17110 | 251697877 | 501 c 3 | $6,800 | $0 | General Support |
| Chabad of Palm Beach Gardens | ||||||||
| 6100 PGA Blvd | Palm Beach Gardens | FL | 33418 | 205197484 | 501 c 3 | $10,800 | $0 | General Support |
| Chabad of South Tampa | ||||||||
| 2511 West Swann Ave 201 | Tampa | FL | 33609 | 261576111 | 501 c 3 | $65,000 | $0 | General Support |
| Children's Hospital Medical Center | ||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | 310833936 | 501 c 3 | $1,002,400 | $0 | General Support |
| Christ Hospital Foundation | ||||||||
| 2139 Auburn Ave | Cincinnati | OH | 45219 | 264165492 | 501 c 3 | $5,400 | $0 | General Support |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Drive | Cincinnati | OH | 45202 | 310536653 | 501 c 3 | $10,230 | $0 | General Support |
| Cincinnati College Preparatory Academy | ||||||||
| U25-Inn H | Cincinnati | OH | 45214 | 223619461 | 501 c 3 | $10,000 | $0 | General Support |
| Cincinnati Community Kollel | ||||||||
| PO Box 621072 | Cincinnati | OH | 45262 | 850609855 | 501 c 3 | $55,922 | $0 | General Support |
| Cincinnati Country Day School | ||||||||
| 6905 Given Rd | Cincinnati | OH | 45243 | 310536970 | 501 c 3 | $5,500 | $0 | General Support |
| Cincinnati Dreams Come True | ||||||||
| PO Box 42890 | Cincinnati | OH | 42890 | 311041392 | 501 c 3 | $5,100 | $0 | General Support |
| Cincinnati Hebrew Day School | ||||||||
| 2222 Losantiville Road | Cincinnati | OH | 45237 | 310544741 | 501 c 3 | $357,719 | $0 | General Support |
| Cincinnati Hillel | ||||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | 316068733 | 501 c 3 | $191,428 | $0 | General Support |
| Cincinnati Memorial Hall Society | ||||||||
| 1225 Elm Street | Cincinnati | OH | 45202 | 300268492 | 501 c 3 | $12,000 | $0 | General Support |
| Cincinnati Opera Association | ||||||||
| 1243 Elm St | Cincinnati | OH | 45202 | 310549044 | 501 c 3 | $12,000 | $0 | General Support |
| Cincinnati Sled Hockey | ||||||||
| 7588 Trailwind Dr | Montgomery | OH | 45242 | 853604639 | 501 c 3 | $20,500 | $0 | General Support |
| Cincinnati USA Regional Chamber | ||||||||
| 3 E 4th St | Cincinnati | OH | 45202 | 237089617 | 501 c 3 | $10,000 | $0 | General Support |
| CLAL - The National Jewish Center for Learning and Leadership | ||||||||
| 440 Park Ave South | New York | NY | 10016 | 237390358 | 501 c 3 | $20,000 | $0 | General Support |
| Combined Jewish Philanthropies of Greater Boston Inc | ||||||||
| 126 High St | Boston | MA | 02110 | 042103559 | 501 c 3 | $8,720 | $0 | General Support |
| Community Works West | ||||||||
| 110 Broadway | Oakland | CA | 94607 | 205278030 | 501 c 3 | $52,500 | $0 | General Support |
| Congregation Beth Adam | ||||||||
| 10001 Loveland Maderia Road | Loveland | OH | 45140 | 310993285 | 501 c 3 | $20,750 | $0 | General Support |
| Congregation Etz Chaim | ||||||||
| 1190 Indian Hills Pkwy | Marietta | GA | 30068 | 581245765 | 501 c 3 | $24,619 | $0 | General Support |
| Congregation Sha'arei Torah | ||||||||
| 2400 Section Road | Cincinnati | OH | 45237 | 451263585 | 501 c 3 | $39,630 | $0 | General Support |
| Congregation Zichron Eliezer | ||||||||
| 2455A Section Road | Cincinnati | OH | 45237 | 205581301 | 501 c 3 | $24,000 | $0 | General Support |
| Dror for the Wounded Foundation | ||||||||
| 450 Lexington Ave 839 | New York | NY | 10163 | 264528405 | 501 c 3 | $50,000 | $0 | General Support |
| Easter Seals TriState | ||||||||
| 2901 Gilbert Ave | Cincinnati | OH | 45206 | 310873433 | 501 c 3 | $65,100 | $0 | General Support |
| Easterseals Redwood | ||||||||
| 71 Orphanage Road | Ft Mitchell | KY | 41017 | 616013702 | 501 c 3 | $26,000 | $0 | General Support |
| FreeStoreFoodBank | ||||||||
| 1141 Central Parkway | Cincinnati | OH | 45202 | 237122205 | 501 c 3 | $35,350 | $0 | General Support |
| Friday Night Shabbat | ||||||||
| 2690 Section Road | Cincinnati | OH | 45237 | 923274135 | 501 c 3 | $11,800 | $0 | General Support |
| Friends of Cincinnati College Prepartory Academy | ||||||||
| 1425 Linn St | Cincinnati | OH | 45214 | 882659424 | 501 c 3 | $10,000 | $0 | General Support |
| Friends of United Hatzalah Inc | ||||||||
| 442 5th Avenue Suite 1866 | New York | NY | 10018 | 113533002 | 501 c 3 | $27,900 | $0 | General Support |
| Friends of Yashar L'Chayal Inc | ||||||||
| 20 Chalmers Road | East Brunswick | NJ | 08816 | 208021512 | 501 c 3 | $25,000 | $0 | General Support |
| Golf Manor Synagogue | ||||||||
| 6442 Stover Avenue | Cincinnati | OH | 45237 | 310628603 | 501 c 3 | $59,463 | $0 | General Support |
| Greater Cincinnati Foundation | ||||||||
| 720 E Pete Rose Way 120 | Cincinnati | OH | 45202 | 310669700 | 501 c 3 | $195,341 | $0 | General Support |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA | ||||||||
| PO Box 42396 | Cincinnati | OH | 45242 | 131656651 | 501 c 3 | $7,500 | $0 | General Support |
| Halom House | ||||||||
| 4680 Hunt Road | Cincinnati | OH | 45242 | 311073702 | 501 c 3 | $21,375 | $0 | General Support |
| Hamilton County Police Association | ||||||||
| 10500 Reading Road | Cincinnati | OH | 45241 | 310947524 | 501 c 3 | $9,600 | $0 | General Support |
| Hebrew Union College Skirball Museum | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | 310537067 | 501 c 3 | $15,000 | $0 | General Support |
| Hillel Foundation at Miami University | ||||||||
| 11 E Walnut Street | Oxford | OH | 45056 | 316068732 | 501 c 3 | $62,650 | $0 | General Support |
| Hillel the Foundation for Jewish Campus Life | ||||||||
| 912 Broadway Street | New Orleans | LA | 70118 | 726031116 | 501 c 3 | $20,360 | $0 | General Support |
| INNOCENCE PROJECT OF FLORIDA | ||||||||
| 1100 East Park Ave | Tallahassee | FL | 32301 | 200210812 | 501 c 3 | $23,000 | $0 | General Support |
| Isaac M Wise Temple | ||||||||
| 8329 Ridge Road | Cincinnati | OH | 45236 | 310536987 | 501 c 3 | $122,188 | $0 | General Support |
| Ish Festival | ||||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | 832433747 | 501 c 3 | $80,262 | $0 | General Support |
| JEEP - Jewish Education for Everyone | ||||||||
| 1995 Section Road | Cincinnati | OH | 45237 | 204016862 | 501 c 3 | $24,011 | $0 | General Support |
| Jewish Cemeteries of Greater Cincinnati | ||||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | 383711514 | 501 c 3 | $86,145 | $0 | General Support |
| Jewish Discovery Center | ||||||||
| 7587 Central Park Blvd | Mason | OH | 45040 | 311566575 | 501 c 3 | $19,900 | $0 | General Support |
| Jewish Family Service | ||||||||
| 9595 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | 310744786 | 501 c 3 | $832,867 | $0 | General Support |
| Jewish Federation of Palm Beach | ||||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | 590948696 | 501 c 3 | $10,000 | $0 | General Support |
| Jewish Federations of North America | ||||||||
| 25 Broadway STE1700 | New York | NY | 10004 | 131624240 | 501 c 3 | $1,619,971 | $0 | General Support |
| Jewish Fertility Foundation Inc | ||||||||
| 1600 Parkwood Cir SE Ste 400 | Atlanta | GA | 30339 | 810789964 | 501 c 3 | $36,900 | $0 | General Support |
| Jewish National Fund | ||||||||
| 42 East 69th Street | New York | NY | 10021 | 131659627 | 501 c 3 | $114,485 | $0 | General Support |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||
| 30 S Wells St | Chicago | IL | 60606 | 362167034 | 501 c 3 | $57,500 | $0 | General Support |
| JVS Careers | ||||||||
| 4540 Cooper Rd Suite 300 | Cincinnati | OH | 45242 | 262091358 | 501 c 3 | $465,000 | $0 | General Support |
| Kneseth Israel Congregation | ||||||||
| 2455 Section Road | Cincinnati | OH | 45237 | 310549055 | 501 c 3 | $10,000 | $0 | General Support |
| Lighthouse Youth Services Inc | ||||||||
| 401 E McMillan St | Cincinnati | OH | 45206 | 237046229 | 501 c 3 | $13,000 | $0 | General Support |
| Mayerson JCC | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | 310536986 | 501 c 3 | $1,352,708 | $0 | General Support |
| MORIAH CONGREGATION | ||||||||
| 200 Taub Dr | Deerfield | IL | 60015 | 362935511 | 501 c 3 | $7,500 | $0 | General Support |
| Nancy and David Wolf Holocaust and Humanity Center | ||||||||
| 1301 Western Ave | Cincinnati | OH | 45203 | 205090993 | 501 c 3 | $2,942,609 | $0 | General Support |
| Ne'eman Foundation USA | ||||||||
| 867 Boylston St 1342 | Boston | MA | 02116 | 473438072 | 501 c 3 | $20,000 | $0 | General Support |
| New Israel Fund | ||||||||
| PO Box 70358 | Philadelphia | PA | 19176 | 942607722 | 501 c 3 | $10,000 | $0 | General Support |
| Northern Hills Synagogue | ||||||||
| 5714 Fields Ertel Road | Cincinnati | OH | 45249 | 310673600 | 501 c 3 | $22,583 | $0 | General Support |
| Ohio Innocence Project | ||||||||
| UC College of Law PO Box 210040 | Cincinnati | OH | 45221 | 310896555 | 501 c 3 | $9,000 | $0 | General Support |
| Ohio Jewish Communities | ||||||||
| 50 W Broad Street 1815 | Columbus | OH | 43215 | 311042915 | 501 c 4 | $70,000 | $0 | General Support |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 77 Fourth Ave | Needham | MA | 02494 | 042746912 | 501 c 3 | $10,000 | $0 | General Support |
| Planned Parenthood of Southwest Ohio | ||||||||
| 2314 Auburn Avenue | Cincinnati | OH | 45219 | 310536688 | 501 c 3 | $42,300 | $0 | General Support |
| Prostate Cancer Foundation | ||||||||
| 1250 Fourth Street | Santa Monica | CA | 90401 | 954418411 | 501 c 3 | $24,600 | $0 | General Support |
| Rashi School Inc | ||||||||
| 8000 Great Meadow Road | dedham | MA | 02026 | 222581549 | 501 c 3 | $5,180 | $0 | General Support |
| Rockdale Temple | ||||||||
| 8501 Ridge Road | Cincinnati | OH | 45236 | 310543299 | 501 c 3 | $98,703 | $0 | General Support |
| Rockwern Academy | ||||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | 310603959 | 501 c 3 | $490,328 | $0 | General Support |
| Ronald McDonald House Charities of Greater Cincinnati | ||||||||
| 350 Erkenbrecher Ave | Cincinnati | OH | 45229 | 310965333 | 501 c 3 | $21,150 | $0 | General Support |
| Saint Jude Childrens Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | 620646012 | 501 c 3 | $5,758 | $0 | General Support |
| Seven Hills School | ||||||||
| 5400 Red Bank Road | Cincinnati | OH | 45227 | 310536666 | 501 c 3 | $22,350 | $0 | General Support |
| Solomon Schechter Day School of Metropolitan Chicago | ||||||||
| 3210 Dundee Rd | Northbrook | IL | 60062 | 362493769 | 501 c 3 | $21,000 | $0 | General Support |
| SUMMER CAMP OPPORTUNITIES PROMOTE EDUCATION INC | ||||||||
| PO Box 5450 | Astoria | NY | 11105 | 202772242 | 501 c 3 | $8,500 | $0 | General Support |
| Tampa Jewish Community Center | ||||||||
| 522 N Howard Ave | Tampa | FL | 33606 | 237182057 | 501 c 3 | $14,500 | $0 | General Support |
| Temple Beth El of Boca Raton | ||||||||
| 9800 Yamato Rd | Boca Raton | FL | 33434 | 591412924 | 501 c 3 | $5,125 | $0 | General Support |
| Temple Sholom | ||||||||
| 3100 Longmeadow Lane | Cincinnati | OH | 45236 | 310584318 | 501 c 3 | $30,937 | $0 | General Support |
| Tender Mercies | ||||||||
| 27 W 12th Street | Cincinnati | OH | 45202 | 311137270 | 501 c 3 | $10,000 | $0 | General Support |
| The Children's Theatre of Cincinnati | ||||||||
| 4015 Red Bank Road | Cincinnati | OH | 45227 | 316026285 | 501 c 3 | $9,040 | $0 | General Support |
| United Way of Greater Cincinnati | ||||||||
| PO Box 632711 | Cincinnati | OH | 45263 | 310537502 | 501 c 3 | $77,500 | $0 | General Support |
| University of Cincinnati Department of Judaic Studies | ||||||||
| PO Box 210140 | Cincinnati | OH | 45221 | 316000989 | 501 c 3 | $7,500 | $0 | General Support |
| University of Cincinnati Foundation | ||||||||
| PO Box 210172 | Cincinnati | OH | 45221 | 316000989 | 501 c 3 | $50,986 | $0 | General Support |
| Valley Temple | ||||||||
| 145 Springfield Pike | Cincinnati | OH | 45215 | 310744533 | 501 c 3 | $22,146 | $0 | General Support |
| Weil Funeral Home | ||||||||
| 8350 Cornell Road | Cincinnati | OH | 45249 | 310616627 | 501 c 3 | $7,217 | $0 | General Support |
| Yahad - In Unum Mid America | ||||||||
| 2444 Madison Rd Unit 1708 | Cincinnati | OH | 45208 | 842593527 | 501 c 3 | $6,000 | $0 | General Support |
| Boys & Girls Clubs of Cincinnati | ||||||||
| 600 Dalton Ave | Cincinnati | OH | 45203 | 811620541 | 501 c 3 | $12,800 | $0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 103 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Israel Trip & Summer Camp Grants | 419 | $883,989 |
| Scholarships | 126 | $190,025 |
| Teacher Salary Engangement Grant | 9 | $36,000 |
| Hebrew Free Loans | 4 | $45,000 |
| Bar/Bat Mitzvah grants | 15 | $7,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A) Agency Mission Statement B) Current listing of Agency's Board of Directors C) IRS Letter indicating tax-exempt status D) Projected program budget for fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E) Actual program budget for year or last completed fiscal year F) Estimated program budget for the rest of the current fiscal year. G) Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal to $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H) Overall organization's corresponding fiscal year budget (attached to each program application). I) A copy of their audited financial statements from their most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site visits to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Danielle Minson | ||||||||||||||
| President & CEO | $304,872 | $0 | $29,500 | $0 | $0 | $0 | $15,095 | $0 | $34,293 | $0 | $383,760 | $0 | $0 | $0 |
| Lindsey Wade | ||||||||||||||
| COO | $172,974 | $0 | $5,000 | $0 | $0 | $0 | $8,720 | $0 | $18,265 | $0 | $204,959 | $0 | $0 | $0 |
| Valerie Krueckeberg | ||||||||||||||
| Managing Director, SBS | $150,698 | $0 | $5,000 | $0 | $0 | $0 | $7,476 | $0 | $10,176 | $0 | $173,350 | $0 | $0 | $0 |
| Felicia Zakem | ||||||||||||||
| Chief Planning Officer | $124,443 | $0 | $5,000 | $0 | $0 | $0 | $5,223 | $0 | $29,210 | $0 | $163,876 | $0 | $0 | $0 |
| Jim Friedman | ||||||||||||||
| Director of Planned Giving | $123,109 | $0 | $10,000 | $0 | $0 | $0 | $6,393 | $0 | $20,759 | $0 | $160,261 | $0 | $0 | $0 |
| Pam Geller | ||||||||||||||
| Chief Impact Officer | $147,853 | $0 | $5,000 | $0 | $0 | $0 | $7,214 | $0 | $0 | $0 | $160,067 | $0 | $0 | $0 |
| David Harris - Start 323 | ||||||||||||||
| Chief Development Officer | $141,666 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $5,094 | $0 | $151,760 | $0 | $0 | $0 |
| Mark Dowd | ||||||||||||||
| Director of SAFE Cincinnati | $143,493 | $0 | $0 | $0 | $0 | $0 | $7,103 | $0 | $0 | $0 | $150,596 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Bonuses based on performance measurements | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lindsey Wade | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Key employee | RelationshipWithOrgTxt |
| Cash Grant | $350 | CashGrantAmt |
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | Camp Scholarship for Child | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 73 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,989,271 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Hyde Park Wealth Management accepts and sells stock contributions on our behalf through Charles Schwab and Co, Inc. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Marc Fisher has a family relationship with Robert (Bobby) Fisher; Tedd Friedman stated that a number of employees, officers and board members are clients of his law firm. |
| Form 990, Part VI, Section B, line 11b | The 990 is reviewed by management and the Finance and Administration Committee. A public disclosure copy was subsequently provided to the Board of Directors before filing. |
| Form 990, Part VI, Section B, line 12c | Conflict of interest forms are sent out annually; results are compiled and reviewed for any possible disclosures. |
| Form 990, Part VI, Section B, line 15 | Every three years, the Executive Committee, which is a board designated committee, reviews and sets the CEO's salary and benefit package. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents are available on the Ohio Secretary of State's website. The Code of Regulations is our governing document. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. |
| Form 990, Part XI, line 9: | Change in CSV of life insurance 32,647. Gain (loss) on charitable gift annuities 29,126. Change in beneficial interest in trust 341,585. |
| Form 990, Part XII, Line 2c | The Finance and Administration Committee oversees the audit and the process has not changed in the current year. |
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