2022-11-15T09:23:04-06:00 2021-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2021-01-01 310537174 Jewish Federation of Cincinnati JEWI 5139851500 8499 Ridge Road Cincinnati OH 45236 Danielle Minson President & CEO 5139851500 2022-11-14 1 Danielle Minson 999009999 Paula Hume P00537516 5132418313 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Danielle Minson 8499 Ridge Road Cincinnati OH 45236 140134312 0 X www.jewishcincinnati.org X 1967 OH The Jewish Federation of Cincinnati brings our community together to care for Jews. 40 40 70 450 0 0 24941824 22695173 1625923 1856802 3857159 463964 31784 4390 30456690 25020329 10499690 15292672 0 0 5726518 6023327 0 0 1657511 1733406 1920068 17959614 23236067 12497076 1784262 145266038 159786840 20236990 22451462 125029048 137335378 The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. 0 0 18039581 15278987 The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. 1597797 1588535 The Federation has a shared business service program where it provides accounting and human resource services to various Jewish agencies in the Cincinnati area. 354927 13685 268267 The Federation administers a community program called SAFE Cincinnati, a community wide initiative to improve Jewish Cincinnati's readiness to deal with security threats and natural disasters. 19992305 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 43 0 1 70 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH KY FL X X Erin Klein 5139851500 8499 Ridge Road Cincinnati OH 45236 Andy Abel Member 1.00 X 0 0 0 Ariella Cohen Vice President 1.00 X X 0 0 0 Bret Caller Member 1.00 X 0 0 0 Brooke Guigui Member 1.00 X 0 0 0 Debbie Brant Chair 1.00 X X 0 0 0 Denis Joseph Member 1.00 X 0 0 0 Elida Kamine Vice President 1.00 X 0 0 0 Felicia Zakem Member 1.00 X 0 0 0 Gary Greenberg Member 1.00 X 0 0 0 Jeff Zipkin Member 1.00 X 0 0 0 Jim Salters Member 1.00 X 0 0 0 Josh Blatt Vice President 1.00 X X 0 0 0 Matt Rosensweet Member 1.00 X 0 0 0 Michael Danziger Member 1.00 X 0 0 0 Mike Kadetz Member - Termed 5/31 1.00 X 0 0 0 Nancy Warren Member 1.00 X 0 0 0 Patti Heldman Member 1.00 X 0 0 0 Randy Slovin Member 1.00 X 0 0 0 Rebecca Goldwasser Member - Termed 5/31 1.00 X 0 0 0 Renee Levy Member - Termed 5/31 1.00 X 0 0 0 Ross Evans Member - Termed 5/31 1.00 X 0 0 0 Shelly Gerson Member - Termed 5/31 1.00 X 0 0 0 Sherri Symson Vice President 1.00 X X 0 0 0 Suzette Fisher Vice President - Termed 5/31 1.00 X X 0 0 0 Tedd Friedman Member 1.00 X 0 0 0 Zalmy Reisman Member 1.00 X 0 0 0 Sara Backman Member 1.00 X 0 0 0 Steve Baron Member 1.00 X 0 0 0 Sharon Bramy Member 1.00 X 0 0 0 Elliot Draznin Member 1.00 X 0 0 0 Marc Fisher Member 1.00 X 0 0 0 Robert Fisher Vice President 1.00 X X 0 0 0 Louis Goldner Member 1.00 X 0 0 0 Ronna Greff Schneider Vice President - Termed 5/31 1.00 X X 0 0 0 Craig Hoffheimer Member 1.00 X 0 0 0 Lara Isakov Member 1.00 X 0 0 0 Danielle Levy Member 1.00 X 0 0 0 Michael Maltinsky Member - Termed 5/31 1.00 X 0 0 0 Todd Schild Vice President 1.00 X X 0 0 0 Shari Schulhoff Member 1.00 X 0 0 0 David Wise Member 1.00 X 0 0 0 Mark Barsman Executive Committee 1.00 X 0 0 0 Julie Glazer Member - Joined 6/1 1.00 X 0 0 0 Jim Heldman Member - Joined 6/1 1.00 X 0 0 0 Miriam Hodesh Member - Joined 6/1 1.00 X 0 0 0 Beth Miles Member - Joined 6/1 1.00 X 0 0 0 Sue Price Member - Joined 6/1 1.00 X 0 0 0 Raffie Zuroff Member - Joined 6/1 1.00 X 0 0 0 Danielle Minson President & CEO 37.50 X 249632 0 24698 Shepard Englander CEO - ended 6/21 37.50 X 217200 0 23050 Lindsey Wade COO 37.50 X 153539 0 19883 Jim Friedman Director of Planned Giving 37.50 X 122404 0 17064 Pam Geller Chief Marketing Officer 37.50 X 122825 0 6232 Valerie Krueckeberg Managing Director, SBS 37.50 X 148160 0 14355 Mark Dowd Director of SAFE Cincinnati 37.50 X 125460 0 3716 Tamara Harkavy Chief Dev. Officer - Joined 3/1 37.50 X 111176 0 10118 1250396 0 119116 8 0 1 0 0 968616 21726557 5661246 22695173 Shared Business Servic 900099 1588535 1588535 Safe Program Participa 900099 268267 268267 1856802 255726 255726 115322221 115113983 208238 208238 208238 Other Income 900099 4390 4390 4390 25020329 1856802 0 468354 14063754 14063754 1195468 1195468 33450 33450 688001 300645 163898 223458 4202919 2618558 774361 810000 156136 99572 22014 34550 621827 382742 93669 145416 354444 214260 55660 84524 19853 13291 6460 102 33000 22093 10738 169 46717 46717 281713 188599 91670 1444 416485 226176 106194 84115 110604 71607 27383 11614 364089 145135 56453 162501 198361 91185 77894 29282 182816 120002 28296 34518 Other expense 149558 96826 37027 15705 Employee Training 81387 39251 25749 16387 Subcription & Dues 35485 22974 8785 3726 23236067 19992305 1586251 1657511 12350576 8210331 8147912 6224897 962417 1368006 615000 565000 461759 571728 3377476 3099616 358667 277860 86710367 26153134 30686112 110326895 4973228 6088989 145266038 159786840 2792851 4252336 4605239 4758688 12223900 12875438 615000 565000 20236990 22451462 X 69964614 79148832 55064434 58186546 125029048 137335378 145266038 159786840 X 1784262 10178499 343569 X X 0 1 X 1 0 X 18704385 15542945 21705985 25446216 21726557 103126088 18704385 15542945 21705985 25446216 21726557 103126088 36725545 66400543 1992935 2718463 1741743 879265 255726 7588132 23910 31784 4390 60084 110774304 5585555 0.59940 0.63180 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2019 Amount: $ 23,910. 2021 Amount: $ 4,390. Workers Comp Refund - 2020 Amount: $ 31,784. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 5576 1 5576 1 46717 1 5576 1 5576 0 69021 0 Part II-B, Line 1: Worked on local, state and national advocacy efforts focused on COVID-19 relief, statewide Holocaust education and survivor assistance, anti-hate legislation, expanding religious accommodation in schools, Israel and Palestinian peace-building, education choice programs, voter access, and criminal justice reform. 154 10489909 9350466 38566894 1 1 1 12223900 3269435 2617897 12875438 1 X 73453709 1118865 6818621 3201907 78189288 64202735 3979610 8122417 2851053 73453709 50558814 7134660 8813683 2304422 64202735 53618756 2135500 -3286295 1909147 50558814 47360685 1760557 6718655 2221141 53618756 0.41000 0.42000 0.17000 0 0 114587 114587 1132244 1132205 39 353775 255530 98245 1765005 1700016 64989 11865 11865 0 277860 Other investments 110326895 F 110326895 X 35542397 10178499 343569 10522068 25020329 0 25020329 23236067 0 23236067 0 23236067 Part IV, Line 1b: The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns, as well as serving as the custodian and managers of a pooled investment account. Part IV, Line 2b: The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns, as well as serving as the custodian and managers of a pooled investment account. Part V, Line 4: Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. Part X, Line 2: The Federation is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Federation is subject to federal income tax on any unrelated business taxable income. The Federation's IRS Form 990 is subject to review and examination by federal and state authorities. The Federation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statement. Part XI, Line 2d - Other Adjustments: Gain in beneficial int in trust 385,514. Gain on charitable gift annuities 1,786. Change in CSV of life insurance -43,731. 1 Central America and the Caribbean 0 0 Investment in foreign hedge funds or private equity. 92115877 0 0 0 0 0 0 92115877 0 92115877 Middle East and North Africa General Support 5000 0 Middle East and North Africa General Support 5000 0 North America General Support 21200 0 3 0 0 0 0 0 0 Part I, Line 2: Scholarships used for educational organizations. Student follows up on progress annually. Investment in foreign hedge funds or private equity funds are monitored by the investment committee. Part III Accounting Method: 0 Adath Israel Congregation 3201 East Galbraith Road Cincinnati OH 45236 310537489 501 c 3 158157 0 General Support Admiral's Cove Foundation 200 Admirals Cove Boulevard Jupiter FL 33477 593786373 501 c 3 7700 0 General Support ALDERGRADUATESCHOOLOFEDUCATION 2946 BROADWAY ST STE B REDWOOD CITY CA 94062 474649648 501 c 3 38000 0 General Support Alzheimer's Disease and Related Disorders Association 225 N Michigan Avenue Floor 17 Chicago IL 60601 133039601 501 c 3 41380 0 General Support American Jewish Committee 165 E 56th St New York NY 10022 135563393 501 c 3 75450 0 General Support AmericanFriendsofMagenDavid Adom 20 West 36th Street Suite 1100 New York NY 10018 131790719 501 c 3 6700 0 General Support ArtsWave 20 E Central Parkway Suite 200 Cincinnati OH 45202 310537138 501 c 3 10650 0 General Support Beth Israel Synagogue 50 North Sixth Street Hamilton OH 45011 310708269 501 c 3 13500 0 General Support Boys & Girls Clubs of Cincinnati 600 Dalton Ave Cincinnati OH 45203 811620541 501 c 3 11700 0 General Support Camp Ashreinu 6700 Elbrook Ave Cincinnati OH 45237 311435998 501 c 3 67000 0 General Support Camp Chabad 1863 Section Road Cincinnati OH 45237 310163231 501 c 3 37500 0 General Support Camp Livingston 8485 Ridge Road Cincinnati OH 45236 316050765 501 c 3 219466 0 General Support CHABAD HOSPITALITY AND EDUCATION 2718 Digby Ave Cincinnati OH 45220 455111899 501 c 3 10000 0 General Support Chabad House of Cincinnati 3977 Hunt Road Cincinnati OH 45236 510163231 501 c 3 27600 0 General Support Chabad Jewish Center 3977 Hunt Road Cincinnati OH 45236 223796223 501 c 3 52638 0 General Support Chabad of South Tampa 2511 West Swann Ave 201 Tampa FL 33609 261576111 501 c 3 30000 0 General Support Chabad of Southern Ohio 7560 Reinhold Drive Cincinnati OH 45237 310163231 501 c 3 6300 0 General Support CHICAGO JEWISH DAY SCHOOL 3730 N California Ave Chicago IL 60618 364437180 501 c 3 20000 0 General Support Cincinnati Art Museum 953 Eden Park Drive Cincinnati OH 45202 310536653 501 c 3 10580 0 General Support Cincinnati Ballet Co Inc 1555 Central Pkwy Cincinnati OH 45214 316050354 501 c 3 36102 0 General Support Cincinnati Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501 c 3 2084400 0 General Support Cincinnati Community Kollel PO Box 37145 Cincinnati OH 45222 311426973 501 c 3 30930 0 General Support Cincinnati Hebrew Day School 2222 Losantiville Road Cincinnati OH 45237 310544741 501 c 3 177913 0 General Support Cincinnati Hillel 2615 Clifton Avenue Cincinnati OH 45220 316068733 501 c 3 5360 0 General Support Cincinnati Opera 1243 Elm St Cincinnati OH 45202 310549044 501 c 3 9500 0 General Support Cincinnati Reds Community Fund 100 Joe Nuxhall Way Cincinnati OH 45202 311790195 501 c 3 6628 0 General Support Cincinnati USA Regional Chamber 3 E 4th St Cincinnati OH 45202 237089617 501 c 6 21000 0 General Support Combined Jewish Philanthropies 126 High St Boston MA 02110 042103559 501 c 3 11300 0 General Support Congregation Etz Chaim 1190 Indian Hills Pkwy Marietta GA 30068 581245765 501 c 3 27106 0 General Support Congregation Sha'arei Torah 2400 Section Road Cincinnati OH 45237 451263585 501 c 3 166360 0 General Support Congregation Zichron Eliezer 2455A Section Road Cincinnati OH 45237 205581301 501 c 3 32445 0 General Support Connecticut College Fund 270 Mohegan Ave Pkwy New London CT 06320 060646587 501 c 3 10000 0 General Support FreeStoreFoodBank 1141 Central Parkway Cincinnati OH 45202 237122205 501 c 3 78248 0 General Support Golf Manor Synagogue 6442 Stover Avenue Cincinnati OH 45237 310628603 501 c 3 16100 0 General Support GREENLIGHT FUND INC 120 St James Ave 6th Floor Boston MA 02116 200407083 501 c 3 20000 0 General Support Hadassah PO Box 42396 Cincinnati OH 45242 131656651 501 c 3 5150 0 General Support HADASSAH THE WOMENS ZIONIST OR PO Box 42396 Cincinnati OH 45242 131656651 501 c 3 5400 0 General Support Halom House 4680 Hunt Road Cincinnati OH 45242 311073702 501 c 3 22761 0 General Support Hebrew Union College 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 c 3 24200 0 General Support Hillel Foundation at Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 316068733 501 c 3 182825 0 General Support Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 310536987 501 c 3 136755 0 General Support JAFCO CHILDRENS FOUNDATION INC 4200 N University Drive Sunrise FL 33351 650334267 501 c 3 5100 0 General Support Jewish Cemetaries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 383711514 501 c 3 499785 0 General Support Jewish Community Center 8485 Ridge Road Cincinnati OH 45236 310536986 501 c 3 2169106 0 General Support Jewish Discovery Center 7587 Central Park Blvd Mason OH 45040 311566575 501 c 3 86350 0 General Support Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 310744786 501 c 3 1278076 0 General Support Jewish Federation of Palm Beach 4601 Community Drive West Palm Beach FL 33417 590948696 501 c 3 11000 0 General Support Jewish Federations of North America 25 Broadway STE1700 New York NY 100041010 131624240 501 c 3 1805113 0 General Support Jewish National Fund 42 East 69th Street New York NY 10021 131659627 501 c 3 86910 0 General Support JEWISH UNITED FUND OF METROPOL 30 S Wells St Chicago IL 60606 362167034 501 c 3 25500 0 General Support Jupiter Hospital Medical Cente 1210 S Old Dixie Hwy Jupiter FL 33458 591460239 501 c 3 10000 0 General Support JVS Career Services 4540 Cooper Rd Suite 300 Cincinnati OH 45242 262091358 501 c 3 524485 0 General Support LA SOUPE INC 4150 Round Bottom Road Cincinnati OH 45244 474452384 501 c 3 9818 0 General Support Lighthouse Youth Services Inc 401 E McMillan St Cincinnati OH 45206 237046229 501 c 3 11250 0 General Support Miami Hillel 11 E Walnut Street Oxford OH 45056 316068732 501 c 3 276163 0 General Support MORIAH CONGREGATION 200 Taub Dr Deerfield IL 60015 362935511 501 c 3 5500 0 General Support Northern Hills Synagogue 5714 Fields Ertel Road Cincinnati OH 45249 310673600 501 c 3 24800 0 General Support Ohio Innocence Project UC College of Law PO Box 210040 Cincinnati OH 45221 310896555 501 c 3 32000 0 General Support PANMASSACHUSETTSCHALLENGETRUST 77 Fourth Ave Needham MA 02494 042746912 501 c 3 10000 0 General Support Planned Parenthood Southwest Ohio 2314 Auburn Avenue Cincinnati OH 45219 310536688 501 c 3 39630 0 General Support Prostate Cancer Foundation 1250 Fourth Street Santa Monica CA 90401 954418411 501 c 3 11200 0 General Support Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 310543299 501 c 3 74785 0 General Support Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 310603959 501 c 3 667072 0 General Support Ronald McDonald House Charities of Greater Cincinnati 350 Erkenbrecher Ave Cincinnati OH 45229 310965333 501 c 3 19150 0 General Support Seven Hills School 5400 Red Bank Road Cincinnati OH 45227 310536666 501 c 3 66700 0 General Support SHAMIDA ETHIOPIA INC 1075 N Oquirrh Mountain Drive Heber City UT 84032 822884152 501 c 3 6660 0 General Support Solomon Schechter Day School of Metropolitan Chicago 3210 Dundee Rd Northbrook IL 60062 362493769 501 c 3 49080 0 General Support Talbert House 2600 Victory Parkway Cincinnati OH 45206 310713350 501 c 3 21650 0 General Support Temple Sholom 3100 Longmeadow Lane Cincinnati OH 45236 310584318 501 c 3 24240 0 General Support The Nancy and David Wolf Holocaust & Humanity Center 1301 Western Ave Cincinnati OH 45203 205090993 501 c 3 161980 0 General Support TIDES FOUNDATION 1012 Torney Avenue San Francisco CA 941291755 510198509 501 c 3 12000 0 General Support United Way of Greater Cincinnati PO Box 632711 Cincinnati OH 45263 310537502 501 c 3 182648 0 General Support University of Cincinnati Foundation PO Box 210172 Cincinnati OH 45221 316000989 501 c 3 76350 0 General Support University of Cinicinnati Department of Judaic Studies PO Box 210140 Cincinnati OH 45221 316000989 501 c 3 7500 0 General Support Valley Temple 145 Springfield Pike Cincinnati OH 45215 310744533 501 c 3 20000 0 General Support YWCA of Cincinnati 1105 Elm Street Cincinnati OH 45210 310537178 501 c 3 17300 0 General Support YWCA of Hamilton Ohio 244 Dayton Street Hamilton OH 45011 310537167 501 c 3 50000 0 General Support YMCA Tampa Metropolitan Area 110 East Oak Avenue Tampa FL 33602 591742909 501 c 3 15000 0 General Support Walnut Hills High School Alumni 3250 Vistory Parkway Cincinnati OH 452071499 311449932 501 c 3 22800 0 General Support Tulane University 6823 St Charles Avenue New Orleans LA 70118 726034234 501 c 3 21000 0 General Support The Good Nation Foundation Inc 100 Crosby Street 301 New York NY 10012 814768448 501 c 3 40000 0 General Support Standford University PO Box20466 Stanford CA 94309 941156365 501 c 3 8000 0 General Support Safe Families for Children 4839 W Irving Park Road Chicago IL 606412719 453194102 501 c 3 8000 0 General Support Pegasus Freedom Reins Ohio 16090 Hawn Road Plain City OH 430649730 821776900 501 c 3 10000 0 General Support Ohio Sled Hockey Inc 4464 Wrens Nest Drive New Albany OH 43054 201491128 501 c 3 20000 0 General Support Living with Change Foundation 655 Plum Street Cincinnati OH 452022339 814802566 501 c 3 10450 0 General Support Last Mile Food Rescue 1775 Mentor Avenue Suite 405 Cincinnati OH 45212 834495745 501 c 3 5817 0 General Support Kravis Center 701 Okeechobee Blvd West Palm Beach FL 334016323 592245054 501 c 3 5100 0 General Support Jewish Fertility Foundation Inc 1600 Parkwood Cir SE STE 400 Atlanta GA 30339 810789964 501 c 3 15000 0 General Support Jewish Federation of Rochester 255 East Avenue Suite 201 Rochester NY 14604 160868942 501 c 3 10000 0 General Support Jewish Agency of Israel 633 Third Avenue 21st Floor New York NY 10017 230005483 501 c 3 75000 0 General Support JEEP - Jewish Educatio for Every Person 1995 Section Road Cincinnati OH 45237 204016862 501 c 3 6250 0 General Support ISH Festival 6144 Grand Vista Cincinnati OH 45213 832433747 501 c 3 78600 0 General Support Integrative Medicine Foundation 6400 E Galbraith Road Cincinnati OH 452362268 208021061 501 c 3 5400 0 General Support HelpHopeLive 100 Matsonford Road Radnor PA 19087 521322317 501 c 3 9780 0 General Support Friends to the Indigent 114 E 8th Street Cincinnati OH 45202 272241227 501 c 3 10000 0 General Support Foundation for Appalachian Ohio 35 Public Square Nelsonville OH 457641132 311620483 501 c 3 5100 0 General Support Equal Justice Initiative of Alabama 122 Commerce Street Montgomery AL 36104 631135091 501 c 3 8000 0 General Support Congregation Beth Adam 10001 Loveland-Madeira Road Loveland OH 45140 310993285 501 c 3 16300 0 General Support Community Works West 110 Broadway Oakland CA 94607 205278030 501 c 3 7000 0 General Support Cincinnati Parks Foundation 421 Oak Street Cincinnati OH 45219 311429016 501 c 3 16000 0 General Support Cincinnati Country Day School 6905 Given Road Cincinnati OH 45243 310536970 501 c 3 80250 0 General Support Cancer Support Community (Cincinnati) 4918 Cooper Road Cincinnati OH 45242 311287785 501 c 3 10000 0 General Support Birthright Israel Foundation 711 Third Avenue 10th Floor New york NY 10017 134092050 501 c 3 10200 0 General Support Atara High 6701 Elbrook Avenue Cincinnati OH 45237 310544741 501 c 3 24000 0 General Support American Jewish Joint Distribution Committee 220 E 42nd Street Suite 400 New York NY 10017 131656634 501 c 3 76000 0 General Support American Heart Association 5211 Madison Road Cincinnati OH 45227 135613797 501 c 3 10380 0 General Support American Friends of Yeshivath 2833 Smith Avenue 403 Baltimore MD 21209 261483669 501 c 3 10000 0 General Support Boys & Girls Club of West Chester 8749 Cincinnati Dayton Road West Chester Township OH 45069 463631593 501 c 3 10000 0 General Support Cincinnati Center City Development 1203 Walnut Street 4th Floor Cincinnati OH 45202 200446324 501 c 3 10000 0 General Support 121 1 Israel Trip & Summer Camp Grants 351 897288 Scholarships 165 227468 Teacher Salary Engancement Grant 26 63162 Hebrew Free Loans 2 7550 Part I, Line 2: Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A) Agency Mission Statement B) Current listing of Agency's Board of Directors C) IRS Letter indicating tax-exempt status D) Projected program budget for 2021 or 2022 fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E) Actual program budget for 2021 or last completed fiscal year F) Estimated program budget for the rest of 2020 of current fiscal year. G) Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal to $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H) Overall organization's corresponding fiscal year budget (attached to each program application). I) A copy of their audited financial statements from their most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site vistis to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. Jewish Federation of Cincinnati reports grants on Schedule I to the Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedules F. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Danielle Minson President & CEO 249632 0 0 0 0 0 12031 0 12667 0 274330 0 0 0 Shepard Englander CEO - ended 6/21 181200 0 0 0 36000 0 11228 0 11822 0 240250 0 0 0 Lindsey Wade COO 138539 0 15000 0 0 0 7779 0 12104 0 173422 0 0 0 Valerie Krueckeberg Managing Director, SBS 138160 0 10000 0 0 0 6898 0 7457 0 162515 0 0 0 Part I, Line 4b Shepard Englander participated in a deferred compensation plan which paid out in 2021. Part I, Line 7 Bonuses based on performance measurements Ariel Weiss Daughter of Board Member 55462 Compensation 0 Jan Evans Spouse of Board Member 131471 Compensation 0 Lindsey Wade Sister of Board Member 173422 Compensation 0 X 140 5661246 FMV 0 0 1 1 Part I, Line 32b: Hyde Park Wealth Management accepts and sells stock contributions on our behalf through TD Ameritrade. Form 990, Part VI, Section A, line 2 Marc Fisher has a family relationship with Suzette Fisher and Bobby Fisher; Jeff Zipkin has a daughter who is an employee for the Federation. Tedd Friedman stated that a number of employees, officers and board members are clients of his law firm. Ross Evans' spouse, Jan Evans, is an employee of the Federation. David Wise has a family relationship with Lindsey Wade. Form 990, Part VI, Section B, line 11b The 990 is reviewed by management and the Finance and Administration Committee. A public disclosure copy was subsequently provided to the Board of Directors before filing. Form 990, Part VI, Section B, line 12c Conflict of interest forms are sent out annually; results are compiled and reviewed for any possible disclosures. Form 990, Part VI, Section B, line 15 Every three years, the Executive Committee, which is a board designated committee, reviews and sets the President & CEO's salary and benefit package. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the President & CEO is responsible for reviewing and setting all other top management salary and benefits. The President & CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. Form 990, Part VI, Section C, line 19 The organization's governing documents are available on the Ohio Secretary of State's website. The Code of Regulations is our governing document. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. Form 990, Part XI, line 9: Change in CSV of life insurance -43,731. Gain (loss) on charitable gift annuities 1,786. Loss on beneficial interest in trust 385,514. Form 990, Part XII, Line 2c The Finance and Administration Committee oversees the audit and the process has not changed in the current year.