JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-30
IRS object ID
202521209349303322
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-30T15:34:24-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118081 BURT ST STE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP680224722ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201123519EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY BERNSTEIN SHIVVERSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4023346498PhoneNum
Signature2025-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY R COOLEY CPAPreparerPersonNm
PTINP01523804PTIN
Phone4023302660PhoneNum
Preparation2025-04-03PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY BERNSTEIN SHIVVERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 S 132ND STAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,560,944GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFOFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$48,002TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$8,563NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,373,281PYContributionsGrantsAmt
CY Contributions Grants$10,993,322CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,159,035PYInvestmentIncomeAmt
CY Investment Income$5,792,456CYInvestmentIncomeAmt
PY Other Revenue$49,441PYOtherRevenueAmt
CY Other Revenue$57,568CYOtherRevenueAmt
PY Total Revenue$12,581,757PYTotalRevenueAmt
CY Total Revenue$16,843,346CYTotalRevenueAmt
PY Grants And Similar Paid$7,111,763PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,576,196CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$665,190CYTotalFundraisingExpenseAmt
PY Other Expenses$707,791PYOtherExpensesAmt
CY Other Expenses$678,686CYOtherExpensesAmt
PY Total Expenses$7,819,554PYTotalExpensesAmt
CY Total Expenses$19,254,882CYTotalExpensesAmt
PY Revenues Less Expenses$4,762,203PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,411,536CYRevenuesLessExpensesAmt
Total Assets BOY$125,124,294TotalAssetsBOYAmt
Total Assets EOY$130,842,917TotalAssetsEOYAmt
Total Liabilities BOY$13,711,608TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,148,561TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$111,412,686NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$115,694,356NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$18,578,748ExpenseAmt
Grant$18,576,196GrantAmt
Revenue$57,568RevenueAmt
DescJEWISH FEDERATION OF OMAHA FOUNDATION'S PURPOSE IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA, INC. AND OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES WHICH ARE DESCRIBED IN IRC SECTIONS 501(C)3 AND WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR FOUNDATION.Desc
Total Program Service Expenses$18,578,748TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD GOEDEKENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4023346434PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BOB BELGRADE
PRESIDENT3.003.00Yes (X)Yes (X)$0$0$0
DAVID GILINSKY
PAST PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
DONALD GOLDSTEIN
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
ANDREW ROBINSON
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
STEVEN BLOCH
DIRECTOR1.000.00Yes (X)$0$0$0
PAUL EPSTEIN
DIRECTOR1.000.00Yes (X)$0$0$0
TED FRIEDLAND
DIRECTOR1.000.00Yes (X)$0$0$0
KIP GORDMAN
DIRECTOR1.000.00Yes (X)$0$0$0
HOWARD KOOPER
DIRECTOR1.000.00Yes (X)$0$0$0
MURRAY H NEWMAN
DIRECTOR1.000.00Yes (X)$0$0$0
STEVEN NOGG
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN NORTON
DIRECTOR1.000.00Yes (X)$0$0$0
CARL RIEKES
DIRECTOR1.000.00Yes (X)$0$0$0
STACEY ERMAN ROCKMAN
DIRECTOR1.003.00Yes (X)$0$0$0
MICHAEL ABRAMSON
DIRECTOR1.000.00Yes (X)$0$0$0
JAY GORDMAN
DIRECTOR1.000.00Yes (X)$0$0$0
TROY MEYERSON
DIRECTOR1.000.00Yes (X)$0$0$0
LOURI SULLIVAN
DIRECTOR1.000.00Yes (X)$0$0$0
AMY BERNSTEIN SHIVVERS
FOUNDATION DIRECTOR40.000.00Yes (X)$0$174,188$1,064
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$174,188TotReportableCompRltdOrgAmt
Total Other Compensation$1,064TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,221,347RelatedOrganizationsAmt
All Other Contributions$9,771,975AllOtherContributionsAmt
Noncash Contributions$5,297,099NoncashContributionsAmt
Total Contributions$10,993,322TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,348,772TotalRevenueColumnAmt
Unrelated Business Revenue$48,002UnrelatedBusinessRevenueAmt
Exclusion$2,300,770ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,161,282SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,717,598SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,443,684SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,443,684TotalRevenueColumnAmt
Exclusion$3,443,684ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFUND FEESDesc
Business561000BusinessCd
Total Revenue Column$57,568TotalRevenueColumnAmt
Related Or Exempt Func Income$57,568RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$57,568OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,843,346TotalRevenueColumnAmt
Related Or Exempt Func Income$57,568RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$48,002UnrelatedBusinessRevenueAmt
Exclusion$5,744,454ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$18,512,496TotalAmt
Program Services$18,512,496ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$63,700TotalAmt
Program Services$63,700ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,025TotalAmt
Fundraising$10,025FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,944TotalAmt
Management And General$10,944ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,220TotalAmt
Fundraising$11,220FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,977TotalAmt
Fundraising$5,977FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,421TotalAmt
Program Services$134ProgramServicesAmt
Fundraising$14,287FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,408TotalAmt
Fundraising$9,408FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$25,669TotalAmt
Fundraising$25,669FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$736TotalAmt
Program Services$292ProgramServicesAmt
Fundraising$444FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$214TotalAmt
Fundraising$214FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
REIMBURSEMENT - SALARIE$418,017$418,017
REIMBURSEMENT - PAYROLL$31,180$31,180
REIMBURSEMENT - BENEFIT$25,222$25,222

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$115,653TotalAmt
Program Services$2,126ProgramServicesAmt
Fundraising$113,527FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$19,254,882TotalAmt
Program Services$18,578,748ProgramServicesAmt
Management And General$10,944ManagementAndGeneralAmt
Fundraising$665,190FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,071BOYAmt
EOY$1,212EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,003,370BOYAmt
EOY$1,539,899EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,055,682BOYAmt
EOY$1,095,145EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$89,158,652BOYAmt
EOY$95,342,583EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$32,781,705BOYAmt
EOY$32,789,604EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$101,954BOYAmt
EOY$51,954EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,860BOYAmt
EOY$22,520EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$125,124,294BOYAmt
EOY$130,842,917EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$224,105BOYAmt
EOY$395,845EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$13,388,934BOYAmt
EOY$14,752,716EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$98,569BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,711,608BOYAmt
EOY$15,148,561EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,488,601BOYAmt
EOY$81,074,387EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,924,085BOYAmt
EOY$34,619,969EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,412,686BOYAmt
EOY$115,694,356EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$125,124,294BOYAmt
EOY$130,842,917EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,411,536ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,693,206NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FED OF OMAHA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN470384659EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,221,347SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,221,347SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationSUPPORT IS ALSO PROVIDED TO OTHER 501(C)(3) ORGANIZATIONS OF WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR THE FOUNDATION.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held416DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$8,933,919DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$7,069,622DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$35,727,566DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,304,342BeginningYearBalanceAmt
Contributions$1,021,463ContributionsAmt
Investment Earnings Or Losses$6,810,896InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,206,155GrantsOrScholarshipsAmt
End Year Balance$36,930,546EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,281,008BeginningYearBalanceAmt
Contributions$1,277,265ContributionsAmt
Investment Earnings Or Losses$764,421InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,018,352GrantsOrScholarshipsAmt
End Year Balance$30,304,342EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.20610BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.79390PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE REMAINDER TRUST$747,297F
CASH SURRENDER VALUE OF LIFE INSURANCE$375,599F
JEWISH FEDERATION OF METRO CHICAGO PEP INT$29,183,014F
CLOSED CRT ASSETS - IVES$2,483,694F
FieldValueIRS element (for citing)
Total Book Value Securities$32,789,604TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE FOUNDATION HOLDS ASSETS IN TRUST FOR VARIOUS ORGANIZATIONS IN A FIDUCIARY CAPACITY. THE FOUNDATION MANAGES THE ASSETS AND CAN ONLY MAKE DISTRIBUTIONS AT THE REQUEST OF THE OWNERS. THE ASSETS ARE INCLUDED IN INVESTMENTS AND LIABILITIES IN CUSTODIAL FUNDS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION.
PART V, LINE 4:ENDOWMENT FUNDS HELD BY THE JEWISH FEDERATION OF OMAHA FOUNDATION ARE USED TO SUPPORT PROGRAMS MANAGED BY THE JEWISH FEDERATION OF OMAHA INCLUDING SCHOLARSHIPS, EDUCATION ACTIVITIES, AND OTHER PROGRAM EXPENSES.
PART X, LINE 2:THE FEDERATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE FEDERATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE FEDERATION WOULD RECOGNIZE INTEREST AND PENALTIES WHEN INCURRED. AT JUNE 30, 2024 AND 2023 THE FEDERATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (76 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A WAY OUT
PO BOX 10825ASPENCO81612461809899501(C)(3)$10,000$0GENERAL SUPPORT
AM YISRAEL FOUNDATION INC
11 FERNWOOD DRFAIR LAWNNJ07410460664089501(C)(3)$100,000$0GENERAL SUPPORT
AMERICAN FRIENDS OF BEIT RUTH INC
2 JERICHO PLAZA SUITE 111-WING AJERICHONY11753455626260501(C)(3)$21,500$0GENERAL SUPPORT
AMERICAN FRIENDS OF LEMA AN ACHAI
PO BOX 532OCEANSIDENY115720532201614684501(C)(3)$100,000$0GENERAL SUPPORT
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 WEST 36TH ST SUITE 1100NEW YORKNY100189784131790719501(C)(3)$12,500$0GENERAL SUPPORT
AMERICAN FRIENDS OF NER YAAKOV INC
207 ROCKAWAY TURNPIKELAWRENCENY11559521577399501(C)(3)$30,000$0GENERAL SUPPORT
AMERICAN MIDWEST BALLET
1001 SOUTH 6TH STREETCOUNCIL BLUFFSIA51501271093011501(C)(3)$27,500$0GENERAL SUPPORT
AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839530196605501(C)(3)$20,000$0GENERAL SUPPORT
AMERICANS FOR BEN GURION UNIVERSITY INC
1001 AVENUE OF THE AMERICAS 19THNEW YORKNY10018237270753501(C)(3)$10,000$0GENERAL SUPPORTFLOOR
ANTI DEFAMATION LEAGUE
605 3RD AVENEW YORKNY10158131818723501(C)(3)$9,210$0GENERAL SUPPORT
BETH EL SYNAGOGUE
14506 CALIFORNIA STREETOMAHANE68154470388140501(C)(3)$243,144$0GENERAL SUPPORT
BETH ISRAEL SYNAGOGUE
12604 PACIFIC STREETOMAHANE68154470388010501(C)(3)$66,786$0GENERAL SUPPORT
BNAI ISRAEL SYNAGOGUE
618 MYNSTER STREETCOUNCIL BLUFFSIA51503421249804501(C)(3)$68,486$0GENERAL SUPPORT
BNAI JESHURUN
2061 S 20TH STREETLINCOLNNE68502470498915501(C)(3)$6,000$0GENERAL SUPPORT
BOYS & GIRLS CLUBS OF THE MIDLANDS
2610 HAMILTON STREETOMAHANE68131470467350501(C)(3)$7,500$0GENERAL SUPPORT
CENTRAL HIGH SCHOOL FOUNDATION
1111 N 13TH STREET SUITE 318OMAHANE68102911771983501(C)(3)$20,600$0GENERAL SUPPORT
CHABAD LUBAVITCH OF NEBRASKA
1866 S 120TH STREETOMAHANE68144363552582501(C)(3)$111,442$0GENERAL SUPPORT
CONGREGATION HAR HASHEM
3950 BASELINE ROADBOULDERCO80303840580952501(C)(3)$5,685$0GENERAL SUPPORT
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178470376583501(C)(3)$30,850$0GENERAL SUPPORT
EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRIVERANCHO MIRAGECA922703221956130458501(C)(3)$50,000$0GENERAL SUPPORT
FOOD BANK FOR THE HEARTLAND
10525 J STREETOMAHANE68127470637701501(C)(3)$12,640$0GENERAL SUPPORT
FRIEDEL JEWISH ACADEMY
335 S 132ND STREETOMAHANE68154051998366501(C)(3)$1,239,585$0GENERAL SUPPORT
GRIEFS JOURNEY
7811 FARNAM STREETOMAHANE68114470838482501(C)(3)$12,500$0GENERAL SUPPORT
HIAS INC
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910135633307501(C)(3)$5,180$0GENERAL SUPPORT
INCLUSIVE COMMUNITIES
6400 UNIVERSITY DRIVE N CEC 122OMAHANE68182203290755501(C)(3)$89,798$0GENERAL SUPPORT
JEWISH FED OF PALM SPRINGS & DESERT
69-710 HIGHWAY 111RANCHO MIRAGECA92270237211881501(C)(3)$5,500$0GENERAL SUPPORT
JEWISH FEDERATION OF GREATER ST PAUL
790 CLEVELAND AVE S SUITE 227ST PAULMN55116410693887501(C)(3)$6,500$0GENERAL SUPPORT
JEWISH FEDERATION OF OMAHA
333 SOUTH 132ND STOMAHANE68154470384659501(C)(3)$5,723,725$0GENERAL SUPPORT
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C)(3)$220,228$0GENERAL SUPPORT
JEWISH UNITED FUND OF METRO CHICAGO
30 SOUTH WELLSCHICAGOIL60606362167034501(C)(3)$6,000$0GENERAL SUPPORT
JEWISHCOLORADO
300 SOUTH DAHLIA STREET SUITE 300DENVERCO80246010831698501(C)(3)$20,000$0GENERAL SUPPORT
JUDAISM613 INC
5915 HIGHGATE DRIVEBALTIMOREMD21215841857378501(C)(3)$13,000$0GENERAL SUPPORT
KIVUNIM
300 CENTRAL PARK WESTNEW YORKNY10024571148733501(C)(3)$6,000$0GENERAL SUPPORT
KOUNTZE MEMORIAL EVAN LUTH CHURCH
2650 FARNAM STREETOMAHANE68131471841100501(C)(3)$5,259$0GENERAL SUPPORT
KVNO
UNO PO BOX 3588OMAHANE681729915470049123501(C)(3)$10,250$0GENERAL SUPPORT
MAKE A WISH OF NEBRASKA
1005 SOUTH 107TH AVENUEOMAHANE68114470671096501(C)(3)$15,056$0GENERAL SUPPORT
MIDLANDS HUMANE SOCIETY
1020 RAILROAD AVENUE SUITE ACOUNCIL BLUFFSIA51503205105144501(C)(3)$5,459$0GENERAL SUPPORT
MINNPOST
P O BOX 18438MINNEAPOLISMN55418260573427501(C)(3)$6,000$0GENERAL SUPPORT
MUSTACHES FOR KIDS OMAHA
6526 S 172 AVEOMAHANE68135272142697501(C)(3)$23,000$0GENERAL SUPPORT
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203530242652501(C)(3)$10,000$0GENERAL SUPPORT
NEBRASKA APPLESEED CENTER
PO BOX 83613LINCOLNNE685013613470798343501(C)(3)$11,039$0GENERAL SUPPORT
NEBRASKA CULTURAL ENDOWMENT
1004 FARNAM STREETOMAHANE68102470813703501(C)(3)$11,000$0GENERAL SUPPORT
NEBRASKA FOUND VISUAL IMPAIR CHILDREN
5122 CALIFORNIA STOMAHANE68132470465975501(C)(3)$10,000$0GENERAL SUPPORT
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134470378997501(C)(3)$32,800$0GENERAL SUPPORT
NEBRASKA HUMANITIES COUNCIL
215 CENTENNIAL MALL SUITE 300LINCOLNNE68508237359778501(C)(3)$5,770$0GENERAL SUPPORT
NORTHSTAR FOUNDATION
4242 N 49TH STREETOMAHANE68104260494022501(C)(3)$13,800$0GENERAL SUPPORT
NOTHING BUT NET FOUNDATION
3223 N 45TH STREETOMAHANE68104470845085501(C)(3)$5,700$0GENERAL SUPPORT
OMAHA AREA YOUTH ORCHESTRA INC
1905 HARNEY STREET SUITE 630OMAHANE68102470609748501(C)(3)$7,780$0GENERAL SUPPORT
OMAHA BOTANICAL CENTER
100 BANCROFT STREETOMAHANE68108470659701501(C)(3)$37,400$0GENERAL SUPPORT
OMAHA COMMUNITY FOUNDATION
1120 SOUTH 101ST STREET SUITE 320OMAHANE68124470645958501(C)(3)$5,500$0GENERAL SUPPORT
OMAHA CONSERVATORY OF MUSIC
7023 CASS STREETOMAHANE68132470384657501(C)(3)$28,500$0GENERAL SUPPORT
OMAHA PERFORMING ARTS SOCIETY
1200 DOUGLAS STREETOMAHANE68102470832480501(C)(3)$13,500$0GENERAL SUPPORT
OMAHA PUBLIC LIBRARY FOUNDATION
8790 F STREET SUITE 108OMAHANE68127363411575501(C)(3)$5,191$0GENERAL SUPPORT
OMAHA SCHOOLS FOUNDATION
3861 FARNAM STREETOMAHANE68131363301526501(C)(3)$17,000$0GENERAL SUPPORT
OMAHA SPORTS COMMISSION
1004 FARNAM STREETOMAHANE68102200724954501(C)(3)$25,000$0GENERAL SUPPORT
OMAHA SYMPHONY ASSOCIATION
1905 HARNEY STREET SUITE 400OMAHANE68102476039304501(C)(3)$12,150$0GENERAL SUPPORT
OMAHA THEATER COMPANY
2001 FARNAM STREETOMAHANE68102470494912501(C)(3)$52,259$0GENERAL SUPPORT
OMAHA ZOO FOUNDATION
3701 SOUTH TENTH STREETOMAHANE68107363297716501(C)(3)$5,500$0GENERAL SUPPORT
OPERA OMAHA
1850 FARNAM STREETOMAHANE68102476032795501(C)(3)$21,100$0GENERAL SUPPORT
PARDES INSTITUTE JEWISH STUDIES NORTH AMERICA
404 FIFTH AVENUE THIRD FLOORNEW YORKNY10018222594099501(C)(3)$37,500$0GENERAL SUPPORT
PLANNED PARENTHOOD OF THE HEARTLAND NW
PO BOX 4557DES MOINESIA503054557420727488501(C)(3)$55,931$0GENERAL SUPPORT
POLICE ATHLETICS FOR COMMUNITY ENGAGEMENT
PO BOX 24251OMAHANE68124465041453501(C)(3)$35,000$0GENERAL SUPPORT
POTTAWATTAMIE COUNTY DEVELOPMENT CORP
1228 SOUTH MAIN STREETCOUNCIL BLUFFSIA51503421459560501(C)(3)$10,000$0GENERAL SUPPORT
PROJECT HARMONY
11949 Q STREETOMAHANE68137470789054501(C)(3)$8,450$0GENERAL SUPPORT
PURDUE UNIVERSITY PRESS
STEWARD CENTER 264 504 MITCHWEST LAFAYETTEIN479072058356002041501(C)(3)$7,500$0GENERAL SUPPORTDANIELS BLVD
SAVING GRACE PERISHABLE FOOD RESCUE
4611 S 96TH STREET SUITE 112OMAHANE68127461852863501(C)(3)$9,000$0GENERAL SUPPORT
SHARE INC
2031 S BENTLEY AVE 106LOS ANGELESCA90025956097401501(C)(3)$7,500$0GENERAL SUPPORT
SRI LANKA HELPING HANDS
1750 MONT RUE DR SEGRAND RAPIDSMI49546921233998501(C)(3)$31,180$0GENERAL SUPPORT
STREET KIDS INTERNATIONAL
PO BOX 6473LINCOLNNE68506470804591501(C)(3)$75,000$0GENERAL SUPPORT
TEMPLE ISRAEL
13111 STERLING RIDGE DRIVEOMAHANE68144470376590501(C)(3)$376,328$0GENERAL SUPPORT
THE PARTNERSHIP FOR OUR KIDS
1004 FARNAM STREET SUITE 200OMAHANE68102470762798501(C)(3)$6,500$0GENERAL SUPPORT
TRI FAITH INITIATIVE OF OMAHA NEBRASKA
13136 FAITH PLZOMAHANE68144205485984501(C)(3)$66,833$0GENERAL SUPPORT
UNITED WAY OF THE MIDLANDS
1805 HARNEY STREETOMAHANE68102470376605501(C)(3)$50,500$0GENERAL SUPPORT
UNIVERSITY OF NEBRASKA FOUNDATION
2285 S 67TH STREET 200OMAHANE68106470379839501(C)(3)$547,513$0GENERAL SUPPORT
WESTSIDE COMMUNITY SCHOOLS FOUNDATION
8701 PACIFIC STREETOMAHANE68114470560469501(C)(3)$108,175$0GENERAL SUPPORT
WORLD HERALD GOODFELLOWS CHARITIES
1314 DOUGLAS STREET 125OMAHANE68102476000559501(C)(3)$6,500$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org76Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient13RecipientCnt
Cash Grant$63,700CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAMY BERNSTEIN SHIVVERSPersonNm
TitleFOUNDATION DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$173,041CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$1,147BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$688DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$376NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$175,252TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION FOR THE FOUNDATION DIRECTOR IS PAID BY THE JEWISH FEDERATION OF OMAHA, A RELATED TAX-EXEMPT ORGANIZATION.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$5,297,099NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE HIGH/LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

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

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
JEWISH FEDERATION OF OMAHA INC
333 S 132ND STREETOMAHANE68154470384659SKILLED NURSING, COMMUNITY CENTER AND SOCIAL SERVICESNE501(C)(3)7N/A0
PARDES FOUNDATION
333 S 132ND STREETOMAHANE68154470824776MANAGE PROPERTYNE501(C)(3)12A0JEWISH FEDERATION OF OMAHA INC
FEDERATION MANOR INC
333 S 132ND STREETOMAHANE68154470623016LOW INCOME HOUSINGNE501(C)(3)70JEWISH FEDERATION OF OMAHA INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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