JEWISH WOMENS ARCHIVE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH WOMENS ARCHIVE INC (EIN 04-3293188)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-27
- IRS object ID
- 202343319349300419
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-27T10:21:25-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471096596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFOL AND COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CHESTNUT ST SUITE 11 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043293188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH WOMEN'S ARCHIVE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 6172322258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1860 WASHINGTON STREET SUITE 204 | AddressLine1Txt |
| City | AUBURNDALE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH ROSENBAUM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6172322258 | PhoneNum |
| Signature | 2023-11-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | ROSENBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN VITALE | PreparerPersonNm |
| PTIN | P01922134 | PTIN |
| Phone | 7814444926 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JUDITH ROSENBAUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1860 WASHINGTON STREET SUITE 204 | AddressLine1Txt |
| City | AUBURNDALE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,550,320 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE JEWISH WOMEN'S ARCHIVE IS A NATIONAL ORGANIZATION DEDICATED TO COLLECTING AND PROMOTING THE EXTRAORDINARY STORIES OF JEWISH WOMEN. JWA EXPLORES THE PAST AS A FRAMEWORK FOR UNDERSTANDING THE ISSUES IMPORTANT TO WOMEN TODAY; INSPIRES YOUNG PEOPLE WITH REMARKABLE ROLE MODELS; AND USES JEWISH WOMEN'S STORIES TO EXCITE PEOPLE TO SEE THEMSELVES AS AGENTS OFCHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,158,576 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,089,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,290 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,101 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$315,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $432,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $855,721 | PYTotalRevenueAmt |
| CY Total Revenue | $1,550,320 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $948,996 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $966,001 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $207,261 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $751,098 | PYOtherExpensesAmt |
| CY Other Expenses | $681,980 | CYOtherExpensesAmt |
| PY Total Expenses | $1,700,094 | PYTotalExpensesAmt |
| CY Total Expenses | $1,647,981 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$844,373 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$97,661 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,242,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,461,340 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $416,735 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,142,266 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,044,605 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JEWISH WOMEN'S ARCHIVE DOCUMENTS JEWISH WOMEN'S STORIES, ELEVATES THEIR VOICES, AND INSPIRES THEM TO BE AGENTS OF CHANGE. JWA IS DEDICATED TO EXPANDING AND TRANSFORMING THE HISTORICAL NARRATIVE BY RESTORING JEWISH WOMEN TO THEIR RIGHTFUL PLACE. JWA IS THE WORLD'S LARGEST SOURCE OF INFORMATION ABOUT JEWISH WOMEN, PROVIDING INSIGHT AND CONTEXT FOR TODAY'S WORLD AND ENABLING PEOPLE OF ALL GENDERS AND BACKGROUNDS TO ENVISION AND WORK TOWARDS A MORE JUST AND EQUITABLE FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,081,891 | ExpenseAmt |
| Revenue | $1,550,320 | RevenueAmt |
| Desc | JWA'S VIRTUAL PROGRAMS BOOK TALKS, FILM CLUB, AND HISTORY COURSESENGAGE A GLOBAL COMMUNITY OF THOUSANDS IN MEANINGFUL LEARNING AND CONVERSATIONS WITH WRITERS, ARTISTS, AND SCHOLARS. PARTICIPANTS IN JWA'S COMMUNITYONLINE, IN PERSON, AND THROUGH OUR SOCIAL MEDIA AND PODCAST TESTIFY TO THE WAYS JWA'S DEEP AND THOUGHTFUL CONTENT HAS TRANSFORMED THEIR PERSPECTIVES ON THE WORLD AND THEIR PLACE IN IT. JWA'S RISING VOICES FELLOWSHIP, NOW CELEBRATING ITS 10TH ANNIVERSARY, PROVIDES TRAINING AND MENTORSHIP TO A SELECT, NATIONAL COHORT OF FEMALE-IDENTIFIED AND NON-BINARY TEENS WHO LEARN LEADERSHIP SKILLS THROUGH IN-PERSON AND VIRTUAL RETREATS AND MONTHLY DISCUSSIONS ON FEMINISM, JUDAISM, AND SOCIAL JUSTICE. JWA CONTINUES TO OFFER SUPPORT TO THE ACTIVE ALUMNAE COMMUNITY OF 150 GRADUATES, WHO ARE TAKING ON ISSUES SUCH AS SEXUAL CONSENT IN JEWISH YOUTH GROUPS, CLIMATE CHANGE, AND ANTISEMITISM WITH BOLDNESS AND CLARITY, EXEMPLIFYING THE IMPACT OF JWA'S TRAINING. JWA RECENTLY LAUNCHED THE NICKI NEWMAN TANNER ORAL HISTORY COLLECTION, MAKING MORE THAN 300 ORAL HISTORIES WE HAD COLLECTED OVER THE PAST 25 YEARS ACCESSIBLE AND SEARCHABLE ON OUR SITE. THESE INTERVIEWS ILLUSTRATE HOW WOMEN HAVE CONTRIBUTED TO AND NAVIGATED THE MAJOR EVENTS AND MOVEMENTS OF THE 20TH AND 21ST CENTURIES, BUILDING COMMUNITY, INSTITUTIONS, FAMILIES, AND SOCIAL CHANGE ALONG THE WAY. | Desc |
| Total Program Service Expenses | $1,081,891 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH ROSENBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173836752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1860 WASHINGTON STREET SUITE 204 | AddressLine1Txt |
| City | AUBURNDALE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RABBI TIFERET BERENBAUM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RABBI CAROLE BALIN | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH RICHMOND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY ROSENBERG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MADISEN SIEGEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ABBY GREENSFELDER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DORRIT CORWIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARLA GOLDMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VANESSA KROLL BENNETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RABBI LAURA GELLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA MEDNICK OWEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY ROSENBERG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY DUBINSKY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RABBI SUZANNE OFFIT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY ORINGEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY NATHAN SIMONEAUX | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA DOBKIN | ||||||
| EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA KOBRIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIZZIE SKURNICK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNIE SPAR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH ROSENBAUM | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $156,250 | $0 | $23,425 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $156,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING SERVICES | ServicesDesc |
| Compensation | $181,654 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,089,495 | AllOtherContributionsAmt |
| Total Contributions | $1,089,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,101 | TotalRevenueColumnAmt |
| Exclusion | $28,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,101 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432,724 | TotalRevenueColumnAmt |
| Exclusion | $432,724 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,550,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $460,825 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,250 | TotalAmt |
| Program Services | $104,469 | ProgramServicesAmt |
| Management And General | $22,891 | ManagementAndGeneralAmt |
| Fundraising | $28,890 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,612 | TotalAmt |
| Program Services | $505,974 | ProgramServicesAmt |
| Management And General | $40,998 | ManagementAndGeneralAmt |
| Fundraising | $116,640 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,139 | TotalAmt |
| Program Services | $103,004 | ProgramServicesAmt |
| Management And General | $21,553 | ManagementAndGeneralAmt |
| Fundraising | $21,582 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,955 | TotalAmt |
| Management And General | $14,955 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,892 | TotalAmt |
| Program Services | $38,238 | ProgramServicesAmt |
| Management And General | $172,654 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,620 | TotalAmt |
| Program Services | $150,471 | ProgramServicesAmt |
| Management And General | $149 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,978 | TotalAmt |
| Program Services | $7,107 | ProgramServicesAmt |
| Management And General | $10,089 | ManagementAndGeneralAmt |
| Fundraising | $1,782 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,196 | TotalAmt |
| Program Services | $9,039 | ProgramServicesAmt |
| Management And General | $12,157 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,895 | TotalAmt |
| Program Services | $87,540 | ProgramServicesAmt |
| Management And General | $17,486 | ManagementAndGeneralAmt |
| Fundraising | $20,869 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,835 | TotalAmt |
| Program Services | $19,734 | ProgramServicesAmt |
| Management And General | $12,684 | ManagementAndGeneralAmt |
| Fundraising | $417 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,206 | TotalAmt |
| Management And General | $9,206 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,262 | TotalAmt |
| Management And General | $9,262 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM AND EVENT EXPEN | $35,778 | $35,778 | ||
| FEES AND LICENSES | $28,971 | $16,339 | $8,882 | $3,750 |
| MAIL HOUSE AND PRINTING | $12,892 | $563 | $59 | $12,270 |
| MISCELLANEOUS OPERATING | $10,500 | $3,635 | $5,804 | $1,061 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,981 | TotalAmt |
| Program Services | $1,081,891 | ProgramServicesAmt |
| Management And General | $358,829 | ManagementAndGeneralAmt |
| Fundraising | $207,261 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,960 | BOYAmt |
| EOY | $444,705 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,300 | BOYAmt |
| EOY | $259,100 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $2,492 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,795 | BOYAmt |
| EOY | $8,892 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,055 | BOYAmt |
| EOY | $7,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,344 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,910 | BOYAmt |
| EOY | $25,213 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,552,073 | BOYAmt |
| EOY | $4,385,889 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,213 | BOYAmt |
| EOY | $328,038 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,242,906 | BOYAmt |
| EOY | $5,461,340 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,640 | BOYAmt |
| EOY | $94,334 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $322,401 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,640 | BOYAmt |
| EOY | $416,735 | 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 | $1,070,031 | BOYAmt |
| EOY | $978,739 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,072,235 | BOYAmt |
| EOY | $4,065,866 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,142,266 | BOYAmt |
| EOY | $5,044,605 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,242,906 | BOYAmt |
| EOY | $5,461,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$97,661 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,500,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $880,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,335,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,158,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,089,495 | CurrentTaxYearAmt |
| Total | $13,964,146 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $48,050 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,101 | CurrentTaxYearAmt |
| Total | $40,391 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,517,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $892,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,354,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,170,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,117,596 | CurrentTaxYearAmt |
| Total | $14,052,587 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,052,587 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$74,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,091,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$315,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $432,724 | CurrentTaxYearAmt |
| Total | $1,273,868 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$74,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,091,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$315,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $432,724 | CurrentTaxYearAmt |
| Total | $1,273,868 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,655,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $818,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,446,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $855,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,550,320 | CurrentTaxYearAmt |
| Total | $15,326,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81690 | PublicSupportPY509Pct |
| Investment Income CY | 0.08310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $443 | DepreciationAmt |
| Book Value | $4,871 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,030 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,688 | DepreciationAmt |
| Book Value | $20,342 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,213 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JEWISH COMMUNITY ENDOWMENT | Desc |
| Book Value | $4,385,889 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,385,889 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $6,489 |
| RIGHT-OF-USE ASSET | $321,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $328,038 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $322,401 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $322,401 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,571,222 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $20,902 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $20,902 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,550,320 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,550,320 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,668,883 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $20,902 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $20,902 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,647,981 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,647,981 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH ROSENBAUM | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $156,250 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $23,425 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,675 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE BOARD DELEGATES THE RESPONSIBILITY OF THE REVIEW AND APPROVAL OF THE FORM 990 TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 PREPARED BY THE AUDITORS AND MAKE A RECOMMENDATION TO THE BOARD FOR ITS APPROVAL |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY TO ENSURE THAT JWA OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAXEXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED BY THE BOARD. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: 1.WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. 2.WHETHER TRANSACTIONS AND ARRANGEMENTS CONFORM TO JWA'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER JWA'S CHARITABLE PURPOSES AND DO NOT RESULT IN INCREMENT,IMPERMISSIBLE PRIVATE BENEFIT OR IN AN "EXCESS BENEFIT" TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR TOP OFFICIAL JWA COMPENSATION POLICY FOR CHIEF EMPLOYED EXECUTIVES IN COMPLIANCE WITH INTERNAL REVENUE SERVICE GUIDELINES FOR APPROVAL OF SENIOR MANAGEMENT COMPENSATION, THE BOARD OF DIRECTORS OF JEWISH WOMEN'S ARCHIVE (JWA) WILL FOLLOW THE FOLLOWING REVIEW AND APPROVAL GUIDELINES WITH RESPECT TO THE CEO AND HER DIRECT REPORTS (DEPUTY DIRECTOR; DIRECTOR OF DEVELOPMENT; COO) A. PROCEDURE FOR APPROVING CEO COMPENSATION. IN REVIEWING AND RECOMMENDING THE COMPENSATION OF THE CEO A DELEGATED COMMITTEE OF JWA'S BOARD OF DIRECTORS (COMPENSATION COMMITTEE) APPOINTED BY THE BOARD CHAIR, WILL UTILIZE THE FOLLOWING PROCESS: 1.HIRE AND THREE YEAR REVIEW: UPON HIRE AND THEN EVERY THREE YEARS, THE COMPENSATION COMMITTEE, IN CONSULTATION WITH THE CEO, WILL REEVALUATE THE CEO'S ENTIRE COMPENSATION PACKAGE. BEFORE CHANGES TO THE PACKAGE ARE RECOMMENDED TO THE BOARD, THE TASK FORCE WILL REVIEW DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALS IN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B) WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; C) DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND D) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. 2.ANNUAL REVIEW: AN EVALUATION OF THE CEO BASED ON PERFORMANCE AND ON THE ANNUAL OPERATING BUDGET OF THE ORGANIZATION WILL BE USED TO DETERMINE ANY RECOMMENDED CHANGE TO SALARY AND COMPENSATION. 3. DOCUMENTATION: THE TASK FORCE WILL DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED. WRITTEN OR ELECTRONIC RECORDS OF THE COMPENSATION MUST NOTE: A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; B) THE MEMBERS OF THE COMPENSATION COMMITTEE WHO WERE PRESENT AND VOTED; C) DATA (PERFORMANCE REVIEW OR COMPARATIVE DATA RELIED UPON. 4. COMMITTEE COMPOSITION: THE COMPENSATION COMMITTEE, WILL BE COMPOSED ENTIRELY OF BOARD MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT (EXAMPLE: NEITHER THE EXECUTIVE |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION ALL DOCUMENTS ARE AVAILABLE UPON REQUEST WITHIN THE PRESCRIBED TIME FRAMES AS REQUIRED. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PREVIOUS YEAR. |
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