2022-05-09T09:31:27-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 6406 IVY LANE SUITE 200 GREENBELT MD 20770 990 2020-07-01 520607957 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC ASSO 4107274828 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARK SMOLARZ COO/CFO 4107274828 2022-05-09 1 MARK SMOLARZ 999009999 KRISTINA HIMROD P01544190 3019312050 2022-04-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARC TERRILL 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 45612361 0 X WWW.ASSOCIATED.ORG X 1950 MD TO PRESERVE AND ENHANCE JEWISH LIFE. 30 30 148 6500 552057 287833 51261927 39270834 3923653 3793944 355624 253649 1954576 2293934 57495780 45612361 32431773 31469438 0 0 13877412 12691821 17228 9899 3816922 7082103 5500283 53408516 49671441 4087264 -4059080 51587005 42735304 15868261 13175915 35718744 29559389 X THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE STRENGTHENS AND NURTURES JEWISH LIFE BY ENGAGING AND SUPPORTING COMMUNITY PARTNERS IN GREATER BALTIMORE, ISRAEL, AND AROUND THE WORLD. CONTINUED ON SCHEDULE OSINCE 1920, THE ASSOCIATED HAS SPEARHEADED COMMUNITY-WIDE FUNDRAISING EFFORTS TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL INITIATIVES THROUGH A NETWORK OF PARTNER AGENCIES. 0 0 34468382 29260033 517811 THE ASSOCIATED IS THE CENTRALIZED ADDRESS FOR THE GREATER BALTIMORE JEWISH COMMUNITY. IT RAISES SIGNIFICANT DOLLARS THAT ARE THEN ALLOCATED TO ITS AGENCIES AND OTHER SUPPORTED ORGANIZATIONS TO HELP FULFILL THEIR MISSION. THE ASSOCIATED'S FUND RAISING PLATFORM INCLUDE A GENERAL ANNUAL CAMPAIGN AND DIRECTED CAMPAIGNS TARGETING CAPITAL PROJECTS, LEGACY AND ENDOWMENT, AND DONOR ADVISED FUND AND SUPPORTING FOUNDATIONS. IT PROVIDES OVERALL COMMUNITY PLANNING FOR ITS AGENCIES TO ENSURE EFFICIENT USE OF RESOURCES IN CARRYING OUT ITS SERVICES AND PROGRAMS. THE ASSOCIATED ALSO PROVIDES DIRECTLY OR INDIRECTLY NUMEROUS MEANINGFUL JEWISH EDUCATION AND ENGAGEMENT PROGRAMS FOR THOSE OF ALL AGES. 4954336 50041 259833 THE ASSOCIATED IS A DIRECT PROGRAMS PROVIDER TO THE JEWISH COMMUNITY THROUGH EIGHT OPERATING PROGRAMS INCLUDING FOUR HILLELS AT LOCAL COLLEGE CAMPUSES (JOHN HOPKINS UNIVERSITY, TOWSON UNIVERSITY, GOUCHER COLLEGE AND UNIVERSITY OF MARYLAND BALTIMORE COUNTY (UMBC)). OTHER PROGRAMS FOCUS ON VOLUNTEERING, PROFESSIONAL DEVELOPMENT, ASSISTANCE TO CHILDREN WITH LEARNING DIFFERENCES AND PREVENTION OF DOMESTIC, SEXUAL AND ELDER ABUSE AND ASSISTANCE TO SUCH VICTIMS. 4986210 2159364 2826846 THE ASSOCIATED ALSO PROVIDES VARIOUS INFRASTRUCTURE SERVICES TO ITS MANY AGENCIES IN THE AREAS OF TECHNOLOGY, FACILITIES, FINANCE, HUMAN RESOURCES, PAYROLL AND BENEFITS, MARKETING, DATA MANAGEMENT, RISK MANAGEMENT/INSURANCE AND SECURITY. THIS ALLOWS THE AGENCIES TO FOCUS ON PROGRAM AND SERVICE DELIVERY WHILE ENSURING THAT CRITICAL ADMINISTRATIVE FUNCTIONS ARE COMPLETED IN AN EFFECTIVE AND EFFICIENT MANNER. 1535025 THE ASSOCIATED, THROUGH ITS AFFILIATE ASSOCIATED JEWISH CHARITIES (AJC), OWNS THE LAND AND BUILDINGS UTILIZED BY ITSELF AND MOST OF THE AGENCIES IT FUNDS. THE ASSOCIATED CHARGES RENT TO ITS AGENCIES AND PROGRAMS BASED ON MARKET COMPARISONS AND AMOUNT OF SPACE USED BY EACH ENTITY. 1535025 44408928 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 197 0 148 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X MARK SMOLARZ 4107274828 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 BETH H GOLDSMITH CHAIR 4.00 1.50 X X 0 0 0 YEHUDA NEUBERGER CHAIR-ELECT AND CHAIR; COMMUNITY PLANNING & ALLOCA 4.00 0.00 X X 0 0 0 PJ PEARLSTONE SECRETARY 3.00 2.00 X X 0 0 0 JOHN SHMERLER TREASURER 3.00 0.00 X X 0 0 0 LINDA A HURWITZ CO-CHAIR DEVELOPMENT 3.00 0.00 X 0 0 0 PHILP E SACHS CO-CHAIR DEVELOPMENT 3.00 1.00 X 0 0 0 MARK D NEUMANN CHAIR MARKETING 3.00 0.00 X 0 0 0 JESSICA BRONFEIN CHAIR ASSOCIATED WOMEN 3.00 0.00 X 0 0 0 AMY F POLLOKOFF CHAIR WOMEN'S CAMPAIGN 3.00 0.00 X 0 0 0 BRUCE S HOFFBERGER CHAIR AUDIT 3.00 0.00 X 0 0 0 LISA ABRAMS DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 CATHERINE KATIE G APPLEFELD DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 RONALD ATTMAN DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 BRETT COHEN DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 HON CHAYA FRIEDMAN DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 MORRIS GARTEN DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 BENJAMIN GREENWALD DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 NANCY HACKERMAN DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 FRITZI K HALLOCK DIRECTORS AT LARGE 1.50 4.00 X 0 0 0 DANIEL J KLEIN DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 ISAAC PRETTER DIRECTORS AT LARGE 1.50 1.50 X 0 0 0 JASON REITBERGER DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 SAMUEL I ROSENBERG DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 NINA ROSENZWOG DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 ELISE RUBENSTEIN DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 ROBERT C RUSSEL DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 BRUCE SHOLK DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 KAREN SINGER DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 DEBRA S WEINBERG DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 MORRY ZOLET DIRECTORS AT LARGE 1.50 0.00 X 0 0 0 MARC TERRILL PRESIDENT 36.00 4.00 X 719560 0 43278 MARK SMOLARZ EXEC. VICE PRESIDENT, OPS AND FINANCE 32.00 8.00 X 215978 0 26139 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 10.00 30.00 X 210849 0 5655 LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 176699 0 4788 MICHAEL DYE VICE PRESIDENT 9.00 31.00 X 169902 0 31126 CAROLE TAYLOR SENIOR VP OF TECHNOLOGY AND OPS 40.00 0.00 X 146144 0 3924 ALLISON BAUMWALD SENIOR VICE PRESIDENT 40.00 0.00 X 130459 0 31943 DARRELL FRIEDMAN FORMER OFFICER 0.00 0.00 X 149497 0 0 1919088 0 146853 24 1 1 0 KENES TOURS GLOBAL SERVICES LTD 3 MENORAT HA MAOR STREET TEL AVIV IS TRAVEL SERVICES 330918 DEFENDER ONE SECURITY 310 CHAMBORLEY DRIVE REISTERSTOWN MD 21136 ARMED SECURITY SERVICES 308389 KENNETH DICKSTEIN 9006 TARR DRIVE NEW WINDSOR MD 21776 SECURITY SERCICES 261072 CERIDIAN PO BOX 772830 CHICAGO IL 60677 PAYROLL PROCESSING 251324 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 19182 AUDIT AND TAX SERVICES 164001 7 100000 13741947 3097625 22331262 39270834 ENDOWMENT FEE INCOME 900099 3572057 3020000 552057 OPERATING PROGRAMS 900099 221887 221887 3793944 253649 253649 1897628 0 1897628 1897628 1897628 INSURANCE PROCEEDS 900099 252773 252773 MISCELLANEOUS 900099 143533 143533 396306 45612361 5139515 552057 649955 X 31439653 31439653 29785 29785 1051559 755861 73188 222510 9886934 7154813 676229 2055892 25932 18640 1805 5487 949605 682575 66094 200936 777791 559076 54134 164581 89861 3418 68787 17656 133706 5086 102349 26271 9899 9899 552086 290708 167330 94048 137889 96523 41366 720884 448887 26972 245025 462671 330617 24977 107077 2237565 1608364 155733 473468 29139 20196 2214 6729 35369 10183 985 24201 55191 39672 3841 11678 170490 122549 11866 36075 MISSION & PROGRAM EXPEN 551556 551556 STAFF DEVELOPMENT 89697 73957 3895 11845 FOOD SERVICE EXPENSE 73189 53689 218 19282 UBI TAX 64859 46621 4514 13724 96131 66499 460 29172 49671441 44408928 1445591 3816922 454313 9239145 31313692 19595462 1779237 1322058 29971 29971 853553 556767 1866 2230 101769 110467 11013973 10054119 6038631 1825085 51587005 42735304 4920606 4709223 835379 1334734 99295 100979 9404773 5000000 608208 2030979 15868261 13175915 X -13996198 -12049821 49714942 41609210 35718744 29559389 51587005 42735304 X -4059080 66401 -2166676 X 0 1 X 1 0 X 44835349 47369773 56026375 51261927 39270834 238764258 44835349 47369773 56026375 51261927 39270834 238764258 17321816 221442442 1013916 510573 398286 355624 253649 2532048 134917 218782 177494 223072 287833 1042098 103838 396306 500144 242838548 0.91190 0.89790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114379000 19770000 40943000 12482000 162610000 112205000 10763000 3048000 11637000 114379000 120210000 7826000 2634000 18465000 112205000 134290000 2729000 10424000 27233000 120210000 124014000 2344000 17871000 9939000 134290000 0.39470 0.60530 0.00000 0 1 1 0 ISRAEL BONDS 6940879 F TRENDLINES 100000 F REAL ESTATE FUND 2625498 F SPLIT INTEREST AGREEMENT 387742 F 10054119 DEFERRED COMP LIABILITY 711756 CONTINGENCY RESERVE 1319223 2030979 X 44576000 66401 -1102762 -1036361 45612361 0 45612361 50734000 1165202 1165202 49568798 102643 102643 49671441 PART V, LINE 4: THE ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS. THE ENDOWMENT ALSO INCLUDES CERTAIN NET ASSETS WITHOUT DONOR RESTRICTIONS THAT HAVE BEEN DESIGNATED FOR ENDOWMENT BY THE BOARD OF GOVERNORS. PART X, LINE 2: THE ASSOCIATED FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ASSOCIATED'S TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATED HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. GENERALLY, THE ASSOCIATED IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: LETTER OF CREDIT EXPENSES -1,125. TRANSFER TO CONSOLIDATED ENTITY -295,106. FINANCIAL STATEMENT ROUNDING 1,340. TAX RECLASS FOR PENSION/SALARY EXPENSES -101,518. TAX RECLASS FOR DISCOUNT EXPENSES -706,353. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1,165,222. FINANCIAL STATEMENT ROUNDING -20. PART XII, LINE 4B - OTHER ADJUSTMENTS: LETTER OF CREDIT EXPENSES 1,125. TAX RECLASS FOR PENSION/SALARY EXPENSES 101,518. MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 100000 0 0 0 0 0 0 100000 0 100000 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART 1, LINE 3, COLUMN E AS PART OF ITS MISSION, THE ASSOCIATED PROVIDES PLANNING AND LOGISTICAL SUPPORT FOR MEMBERS OF THE BALTIMORE COMMUNITY TO TRAVEL AND LEARN ABOUT ISRAEL AND OTHER PLACES WITH JEWISH HISTORY OR IDENTITY. X X X X X X X 1 SIEGAL MARKETING GROUP 1845 N FARWELL AVENUE SUITE 300 MILWAUKEE WI 53202 TELE-MARKETING 0 15266 9899 5367 15266 9899 5367 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 JEWISH CEMETERY ASSOCIATION 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 522178573 501C13 20000 N/A N/A GENERAL SUPPORT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 EAST 42ND STREET SUITE 400 NEW YORK NY 100174014 131656634 501C3 454650 N/A N/A GENERAL SUPPORT BAIS HAMEDRASH AND MESIVTA OF BALTIMORE 6823 OLD PIMLICO ROAD BALTIMORE MD 21209 521980774 501C3 56207 N/A N/A GENERAL SUPPORT BAIS YAAKOV SCHOOL FOR GIRLS 6302 SMITH AVENUE BALTIMORE MD 21209 520613700 501C3 804859 N/A N/A GENERAL SUPPORT BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY COLLEGE OF LIBERAL ARTS 8000 YORK ROAD TOWSON MD 21252 520939453 501C3 290479 N/A N/A GENERAL SUPPORT BALTIMORE JEWISH COUNCIL 5750 PARK HEIGHTS AVENUE SUITE 329 BALTIMORE MD 21215 521912836 501C3 897105 N/A N/A GENERAL SUPPORT BEN & ESTHER ROSENBLOOM HILLEL CENTER FOR JEWISH LIFE AT UNIV OF MD 7612 MOWATT LANE COLLEGE PARK MD 20740 530179971 501C3 288290 N/A N/A GENERAL SUPPORT BETH TFILOH COMMUNITY SCHOOL 3300 OLD COURT ROAD BALTIMORE MD 21208 521837996 501C3 382502 N/A N/A GENERAL SUPPORT BNAI BRITH YOUTH ORGANIZATION ATTN JANET LAZIC 2020 K STREET NW 7TH FLOOR WASHINGTON DC 20006 912139926 501C3 52500 N/A N/A GENERAL SUPPORT BNOS YISROEL 6300 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522231272 501C3 234018 N/A N/A GENERAL SUPPORT CENTER FOR JEWISH EDUCATION 5708 PARK HEIGHTS AVENUE BALTIMORE MD 212153996 520591707 501C3 1624825 N/A N/A GENERAL SUPPORT CHAI 5809 PARK HEIGHTS AVENUE BALTIMORE MD 21215 237097000 501C3 837124 N/A N/A GENERAL SUPPORT CHEDER CHABAD OF BALTIMORE 5713 PARK HEIGHTS AVENUE BALTIMORE MD 21215 263435681 501C3 94508 N/A N/A GENERAL SUPPORT EDWARD A MYERBERG SR CTR 3101 FALLSTAFF ROAD BALTIMORE MD 212092967 521047511 501C3 276712 N/A N/A GENERAL SUPPORT HEBREW FREE LOAN ASSN 5752 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520633396 501C3 20006 N/A N/A GENERAL SUPPORT ISRAEL CONNECT INC 750 MELBOURNE ST PITTSBURGH PA 15217 831267863 501C3 7500 N/A N/A GENERAL SUPPORT ISRAEL LACROSSE ASSOCIATION 1501 BROADWAY 21ST FLOOR NEW YORK NY 10036 453857764 501C3 10000 N/A N/A GENERAL SUPPORT JEWELS SCHOOL INC 5713-B PARK HEIGHTS AVE BALTIMORE MD 21215 460528711 501C3 22500 N/A N/A GENERAL SUPPORT JEWISH AGENCY FOR ISRAEL 633 THIRD AVENDUE 21ST FLOOR NEW YORK NY 10017 131760102 501C3 486360 N/A N/A GENERAL SUPPORT JEWISH COMMUNITY CENTER 3506 GWYNNBROOK AVENUE OWINGS MILLS MD 21117 520619002 501C3 5847980 N/A N/A GENERAL SUPPORT JEWISH COMMUNITY SERVICES 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520607909 501C3 7736994 N/A N/A GENERAL SUPPORT JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501C3 5277472 N/A N/A GENERAL SUPPORT JEWISH MUSEUM OF MARYLAND 15 LLOYD STREET BALTIMORE MD 21202 526034761 501C3 968063 N/A N/A GENERAL SUPPORT KRIEGER SCHECTER DAY SCHOOL 8100 STEVENSON ROAD BALTIMORE MD 21208 520591562 501C3 147568 N/A N/A GENERAL SUPPORT MARYLAND ISRAEL DEVELOPMENT CENTER 401 E PRATT STREET 7TH FLOOR BALTIMORE MD 21202 521777737 501C3 124142 N/A N/A GENERAL SUPPORT MEALS ON WHEELS OF CENTRAL MD 63 SHIPPING PL FL 207 DUNDALK MD 212224347 526074723 501C3 120000 N/A N/A GENERAL SUPPORT MELAMED & HOFFMAN CONSULTITNG LTD 7009 WALLIS AVENUE BALTIMORE MD 21215 821296526 8475 N/A N/A GENERAL SUPPORT MOISHE HOUSE 5802 MONROE ROAD CHARLOTTE NC 28212 262599786 501C3 49500 N/A N/A GENERAL SUPPORT NER ISRAEL 400 MOUNT WILSON LANE PIKESVILLE MD 21208 520660881 501C3 353051 N/A N/A GENERAL SUPPORT OHR CHADASH ACADEMY OF BALTIMORE 7310 PARK HEIGHTS AVE PIKESVILLE MD 212085436 452187170 501C3 112180 N/A N/A GENERAL SUPPORT OPENDOR MEDIA 11110 W OAKLAND PARK BLVD 288 SUNRISE FL 33351 261264680 501C3 40250 N/A N/A GENERAL SUPPORT PEARLSTONE CONF AND RETREAT CENTER 5425 MT GILEAD ROAD REISTERSTOWN MD 21136 432080719 501C3 2093098 N/A N/A GENERAL SUPPORT PEF ISRAEL ENDOWMENT FUND 630 3RD AVE RM 1501 NEW YORK NY 100176745 136134086 501C3 15500 N/A N/A GENERAL SUPPORT TORAH INSTITUTE OF BALTIMORE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 237304990 501C3 313993 N/A N/A GENERAL SUPPORT 70 FACES MEDIA AMI EDEN 520 EIGHTH AVENUE FLOOR 4 NEW YORK NY 10018 130887610 501C3 38000 N/A N/A GENERAL SUPPORT IN FOR OF INC 2501 EUTAW PLACE BALTIMORE MD 21217 464076077 501C3 6600 N/A N/A GENERAL SUPPORT JPRO NETWORK 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624105 501C3 11000 N/A N/A GENERAL SUPPORT OPEN SOCIETY INSTITUTE-BALTIMORE 201 NORTH CHARLES ST SUITE 1300 BALTIMORE MD 21201 810623035 501C3 7000 N/A N/A GENERAL SUPPORT OR HANER INC 400 MT WILSON LANE ATTN MAURICIO FRIEDMAN BALTIMORE MD 21208 522243222 501C3 15000 N/A N/A GENERAL SUPPORT ORT AMERICA NATIONAL OFFICE 75 MAIDEN LANE 10TH FLOOR ATTN JIM LODGE NEW YORK NY 10038 135562424 501C3 17100 N/A N/A GENERAL SUPPORT TALMUDICAL ACADEMY 4445 OLD COURT ROAD BALTIMORE MD 21208 520591676 501C3 448395 N/A N/A GENERAL SUPPORT THE JEMICY SCHOOL INC 11 CELADON ROAD OWINGS MILLS MD 21117 520976194 501C3 10000 N/A N/A GENERAL SUPPORT 40 2 FELLOWSHIP 12 29785 0 N/A N/A PART I, LINE 2: LAY AND PROFESSIONAL LEADERSHIP MEETS WITH AGENCY REPRESENTATION SEVERAL TIMES DURING THE YEAR TO MONITOR THE FISCAL HEALTH OF THE ORGANIZATION AS WELL AS TO ENSURE APPROPRIATE USE OF FUNDS. AGENCIES ARE REQUIRED TO SUBMIT BUDGETS ON A QUARTERLY BASIS AS WELL AN ORGANIZATION BUSINESS PLAN ONCE A YEAR. THE ASSOCIATED THROUGH ITS COMMUNITY PLANNING AND ALLOCATION EXECUTIVE COMMITTEE, A LAY BODY, MEETS THROUGHOUT THE FISCAL YEAR TO ASSESS AND DETERMINE ONGOING ELIGIBILITY OF FUNDED ORGANIZATIONS AS WELL AS TO CLEARLY IDENTIFY CRITERIA TO BE USED AS THE BASIS FOR FUNDING DECISION FOR THE NEXT FISCAL YEAR. IN ADDITION, A RECORD OF ALL GRANTS MADE IS MAINTAINED IN ORDER TO ENSURE THAT GRANTS ARE USED AS REQUESTED. X X X X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 MARC TERRILL PRESIDENT 608198 0 75000 0 36362 0 11400 0 31878 0 762838 0 0 0 MARK SMOLARZ EXEC. VICE PRESIDENT, OPS AND FINANC 215978 0 0 0 0 0 4900 0 21239 0 242117 0 0 0 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT 210849 0 0 0 0 0 4637 0 1018 0 216504 0 0 0 MICHAEL DYE VICE PRESIDENT 169902 0 0 0 0 0 3942 0 27184 0 201028 0 0 0 LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER 176699 0 0 0 0 0 3857 0 931 0 181487 0 0 0 ALLISON BAUMWALD SENIOR VICE PRESIDENT 130459 0 0 0 0 0 3069 0 28874 0 162402 0 0 0 CAROLE TAYLOR SENIOR VP OF TECHNOLOGY AND OPS 146144 0 0 0 0 0 3145 0 779 0 150068 0 0 0 DARRELL FRIEDMAN FORMER OFFICER 149497 0 0 0 0 0 0 0 0 0 149497 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES BUSINESS RELATED TRAVEL AND OTHER EXPENSES TO MARC TERRILL PURSUANT TO HIS EMPLOYMENT CONTRACT. PART I, LINE 4B MARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THERE WERE NO AMOUNTS VESTED OR RECEIVED FROM THE PLAN DURING THE TAX YEAR. MARC TERRILL HAS A CONTRACT EXECUTED ON JULY 1, 2020. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT. MARC TERRILL PRESIDENT ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM X 9361 9361 0 0 1 MICHAEL FRIEDMAN SENIOR VICE PRESIDENT ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM X 5160 5160 0 0 1 LESLIE POMERANTZ CHIEF DEVELOPMENT OFFICER ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM X 4370 4370 0 0 1 MICHAEL DYE VICE PRESIDENT ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM X 4683 4683 0 0 1 CAROLE TAYLOR VICE PRESIDENT ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM X 3421 3421 0 0 1 CONNIE STERN VICE PRESIDENT ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM X 2976 2976 0 0 1 29971 X 147 STOCK MARKET VALUE 0 0 1 0 PART I, LINE 33: 147 SHARES OF PUBLICLY TRADED SECURITIES WITH A FAIR MARKET VALUE OF $1,816,289 WERE RECEIVED DURING THE CURRENT YEAR TO SATISFY PLEDGES WHICH HAVE BEEN RECOGNIZED AS REVENUE IN PRIOR YEARS. FORM 990, PART VI, SECTION A, LINE 6 ANY INDIVIDUAL(S), JEWISH OR NON-JEWISH, WHO SUPPORTS THE MISSION AND WHO, DIRECTLY OR THROUGH A FAMILY, CORPORATION, FIRM, TRUST, OR FOUNDATION, CONTRIBUTES TO THE ASSOCIATED ANNUAL CAMPAIGN IN ANY FISCAL YEAR OF THE ASSOCIATED, SHALL BE A MEMBER FOR AND DURING THE FISCAL YEAR IN WHICH A CONTRIBUTION IS MADE AND FOR THE SUCCEEDING FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF GOVERNERS. ELECTIONS OF DIRECTORS AND OFFICERS SHALL BE HELD BY BALLOT AT EACH ANNUAL MEETING OF THE ASSOCIATED. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION ARE REQUIRED TO APPROVE ANY AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DELEGATED AUTHORITY OF THE REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. BOTH SENIOR MANAGEMENT AND THE AUDIT COMMITTEE HAVE REVIEWED THE 990 IN DETAIL PRIOR TO SUBMISSION TO THE IRS. THE ENTIRE BOARD CAN REVIEW AN ELECTRONIC COPY PRIOR TO SUBMISSION OF THE FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, BOARD MEMBERS AND SENIOR STAFF OF THE ASSOCIATED ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. EACH OFFICER, DIRECTOR AND STAFF MEMBER IS EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS INCLUDING A DIRECT OR INDIRECT INTEREST (FINANCIAL, FAMILIAL OR OTHERWISE) WITH THE BUSINESS OF THE ASSOCIATED. IF THE ASSOCIATED TAKES UP FOR CONSIDERATION ANY MATTER IN WHICH AN OFFICER, DIRECTOR OR STAFF MEMBER, OR PERSONS AFFILIATED WITH THEM, HAVE SUCH A CONFLICTED INTEREST, THE ASSOCIATED SHALL RESOLVE QUESTIONS OF REAL OR APPARENT CONFLICT OF INTEREST THROUGH THE FOLLOWING PROCEDURES. 1. THE PERSON WITH A CONFLICTED INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. 2. THE PERSON SO AFFECTED MAY TAKE PART IN ANY DISCUSSION OF ANY SUCH MATTERS, UNLESS THE ASSOCIATED SPECIFICALLY REQUESTS THE PERSON TO ABSTAIN FROM SUCH DISCUSSION. 3. THE PERSON WITH A CONFLICTED INTEREST SHALL ABSTAIN FROM VOTING ON ANY RESOLUTION INVOLVING SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATED'S EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPRISED OF BOTH PAST AND CURRENT TOP LAY LEADERSHIP ANNUALLY REVIEWS COMPENSATION OF ALL KEY EMPLOYEES, OFFICERS, AND THE PRESIDENT BASED ON REVIEW OF INDEPENDENT SURVEYS OF SUCH INDIVIDUALS OF OTHER LIKE SIZE ORGANIZATIONS ACROSS THE NATION, AS WELL AS COMPENSATION REVIEWS OF OTHER NOT FOR PROFIT ORGANIZATIONS IN THE GREATER BALTIMORE METRO AREA. THE COMMITTEE CONSIDERS STANDARDS OF LIVING AS WELL AS SIZE AND COMPLEXITY OF SUCH ORGANIZATIONS. THE COMMITTEE ALSO REVIEW THE PERCENTAGE OF COMPENSATION OF SUCH EMPLOYEES TO THE TOTAL OPERATING BUDGET AND CONSIDERS GENERAL ECONOMIC CONDITIONS IMPACTING THE ORGANIZATION'S ENVIRONMENT THAT IT OPERATES WITHIN TO DETERMINE THAT SUCH PERCENTAGE APPEARS TO FALL IN LINE WITH SIMILAR ORGANIZATIONS. THE DETERMINATION OF THE EXECUTIVE COMPENSATION COMMITTEE IS THEN PRESENTED TO THE AFFECTED EMPLOYEE AS AN OFFER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED) AND THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE (THE AJC) ARE AFFILIATE ORGANIZATIONS AND WORK IN CONJUNCTION WITH EACH OTHER TO ACCOMPLISH THE MISSION OF THE ASSOCIATED. THE TWO ORGANIZATIONS WERE FORMED AS SEPARATE ENTITIES TO DIVIDE THE ASSET HOLDING ORGANIZATION (THE AJC) FROM THE PROGRAM SERVICE DELIVERY ORGANIZATION (THE ASSOCIATED). IF THE TWO ORGANIZATIONS WERE COMBINED, THE TOTAL AMOUNT OF PROGRAM SERVICE EXPENSES COMPARED TO TOTAL EXPENSES WOULD BE THE ASSOCIATED PROGRAM EXPENSE: $44,408,928 TOTAL EXPENSE: $49,671,441 PROGRAM SERVICE %: 89.41% AJC PROGRAM EXPENSE: $36,235,667 TOTAL EXPENSE: $36,907,515 PROGRAM SERVICE %: 98.18% TOTAL PROGRAM EXPENSE: $80,644,595 TOTAL EXPENSE: $86,578,956 PROGRAM SERVICE %: 93.15% FORM 990, PART XI, LINE 9: DISCOUNT ADJUSTMENT -706,353. UNCOLLECTED CONTRIBUTIONS EXPENSE -1,165,222. TRANSFERS -295,106. FINANCIAL STATEMENT ROUNDING 5. ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC 101 W MT ROYAL AVE BALTIMORE MD 21201 526024192 EXEMPT ORGANIZATION MD 501C3 LINE 7 THE ASSOCIATED JCFB 1 ZANVYL & ISABELLE KRIEGER FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521126684 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 JILL FOX MEMORIAL FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521167942 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 DUPKIN JEWISH CHARITY & WELFARE FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521163411 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 SARAH & HAROLD ZALESCH FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521191346 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 GOLDSMITH FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521306094 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 MARTIN S HIMELES SR FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521489357 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 FELDMAN FAMILY FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521489355 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 MARVIN SCHAPIRO FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521615020 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521636273 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 JEWISH DAY SCHOOL FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521879606 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 BRENDA BROWN LIPITZ REVER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311555883 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 JOAN G AND JOSEPH KLEIN FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311555845 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 BAVAR FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522230085 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 JOSEPH & ANNETTE COOPER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522206655 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 FRANCES & FRANK FLEISHMAN FAMILY CHARITABLE FDN INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522205658 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 HERBERT & PHYLLIS SIEGEL CHARITABLE FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 261943873 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 461468312 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 MACADOO FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 463952974 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 LUSKIN FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 465753796 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 SIDNEY S NAHAM FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 474204051 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 WOLASKY FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 820956858 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 STEVEN AND LINDA HURWITZ FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 813750702 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 HOFFBERGER FAMILY FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521167596 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 HARRY WEINBERG FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521541188 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 SWIRNOW CHARITABLE FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521680035 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 GERSON G & SANDY F EISENBERG FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521726080 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 THE FLORENCE & CHARLES HOFFBERGER CHARITABLE FDN INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521801455 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 PEARLSTONE FAMILY FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521249913 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 WILLIAM & IRENE WEINBERG FAMILY FOUNDTION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521857755 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 NATHAN & LILLIAN WEINBERG FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521867912 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 THE RICHMAN FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 521899221 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 KESHER FUND OF THE COHEN-FRUCHTMAN-KRIEGER FMLY INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311478499 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 MARJORIE COOK FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 526044319 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 DAVID & REGINA WEINBERG FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311615045 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 THE FUND FOR CHANGE INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311662222 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 THE BANCROFT FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 311644387 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 KR FUND INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522209699 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 LINDA & G ARNOLD KAUFMAN FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 522204089 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 ZIMMERMAN FUND FOR CHILDREN INC 101 W MT ROYAL AVE BALTIMORE MD 21201 562523091 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 LYN STACIE GETZ FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 203486477 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 JUDI & STEVEN B FADER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 223920799 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 LIBMAN FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 208572565 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 NEUBERGER FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 271040796 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 SHOLK-KAPLAN FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 453915659 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 VOLOSOV FAMILY FOUNDATION INC 101 W MT ROYAL AVE BALTIMORE MD 21201 474050322 CHARITABLE SUPPORT MD 501C3 12A, I THE ASSOCIATED JCFB 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ASSOCIATED JEWISH CHARITIES C 13741948 CASH VALUE