2021-05-10T11:22:17-05:00 2020-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-07-01 311794932 B'NAI B'RITH YOUTH ORGANIZATION BNAI 2028576633 800 8TH STREET NW WASHINGTON DC 20001 ARYEH FURST CHIEF FINANCIAL OFFICER 2028576633 2021-05-10 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z MATTHEW GROSSMAN 800 8TH STREET NW WASHINGTON DC 20001 35291161 0 1370 X WWW.BBYO.ORG X 2001 DC SEE PART III, LINE 1. 20 19 372 700 0 0 19741089 21200439 17238435 13747123 42798 46194 5530 43410 37027852 35037166 2070376 2386170 0 0 11587427 12528831 68600 62050 2148364 22215738 19369803 35942141 34346854 1085711 690312 15766659 11759341 8811258 4170993 6955401 7588348 X BBYO IS THE LEADING PLURALISTIC TEEN MOVEMENT ASPIRING TO INVOLVE MORE JEWISH TEENS IN MORE MEANINGFUL JEWISH EXPERIENCES. ROOTED IN OVER 90 YEARS OF TRADITION, BBYO HAS PROVIDED EXCEPTIONAL IDENTITY ENRICHMENT AND LEADERSHIP DEVELOPMENT EXPERIENCES FOR HUNDREDS OF THOUSANDS OF JEWISH TEENS. ACROSS NORTH AMERICA AND DOZENS OF OTHER COUNTRIES, JEWISH TEENS CONNECT WITH ONE ANOTHER, VOLUNTEER IN THEIR COMMUNITIES, CELEBRATE THEIR JEWISH HERITAGE, AND PREPARE FOR LEADERSHIP ROLES, ALL WITHIN A JEWISH CONTEXT. 0 0 20008633 1854088 13747123 TEEN PROGRAMS & MEMBERSHIP SERVICES: BBYO PROVIDES JEWISH YOUTH VALUABLE OPPORTUNITIES TO DEVELOP THEIR LEADERSHIP SKILLS, EMBRACE THEIR ROLE IN DEMOCRACY AND CITIZENSHIP, STRENGTHEN THEIR INVOLVEMENT IN SOCIAL JUSTICE, AND INCREASE THEIR KNOWLEDGE OF JEWISH HERITAGE. THESE EXPERIENCES ARE MADE AVAILABLE TO MIDDLE AND HIGH SCHOOL TEENS THROUGH A HOST OF VARIED AND RICH PROGRAMS, SUCH AS BBYO'S AZA/BBG TEEN-LED GOVERNANCE MODEL BASED ON EXPERIENTIAL DEMOCRACY AND BBYO'S VARIOUS SUMMER IMMERSIVE EXPERIENCES IN DOMESTIC LEADERSHIP SEMINARS AND GLOBAL TRAVEL. 8673061 27082 REGIONAL OFFICES: PROVIDED SUPPORT FOR LOCAL CHAPTERS WHICH CONDUCT PROGRAMS INTENDED TO PROMOTE LEADERSHIP AMONG JEWISH YOUTH AND OTHER PROGRAMS IN THE AREAS OF SPORTS, CREATIVITY, COMMUNITY SERVICE, JUDAIC STUDIES AND SOCIAL OPPORTUNITIES. 505000 505000 TRANSFER PERMANENTLY RESTRICTED DONATIONS TO BBYO FUND FOR THE FUTURE, INC. (BFFF). BFFF WILL OVERSEE THE INVESTMENT OF SUCH GIFTS SO AS TO OPTIMIZE LONG-TERM SUPPORT TO BBYO. SUCH SUPPORT WILL BE BOTH FOR GENERAL OPERATIONS AS WELL AS RESTRICTED PROGRAMMATIC NEEDS. 29186694 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 322 0 1 372 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 1 1 AL AR CA CO FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN VA WV WI X MATTHEW GROSSMAN 2028576633 800 8TH STREET NW WASHINGTON DC 20001 MATTHEW GROSSMAN CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 461814 0 31847 RUTH SUZMAN CHAIR 1.00 0.00 X X 0 0 0 WALTER SOLOMON PAST CHAIR 1.00 0.00 X X 0 0 0 LOIS KOHN-CLAAR VICE CHAIR 1.00 0.00 X X 0 0 0 CRAIG WEISS VICE CHAIR/TREASURER 1.00 0.00 X X 0 0 0 DAVID BROWN SECRETARY 1.00 0.00 X X 0 0 0 JONATHAN ANSCHELL BOARD MEMBER 1.00 0.00 X 0 0 0 JAY BERNHARDT BOARD MEMBER 1.00 0.00 X 0 0 0 LAURIE BLITZER BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN GOLDSMITH BOARD MEMBER 1.00 1.00 X 0 0 0 ETHAN GOLDE GRAND ALEPH GODOL 1.00 0.00 X 0 0 0 ADEAN GOLUB BOARD MEMBER 1.00 0.00 X 0 0 0 ANDY G GUTMAN BOARD MEMBER 1.00 0.00 X 0 0 0 EMILY KOLODNEY ANITA M. PERLMAN INTERNATIONAL NSIAH 1.00 0.00 X 0 0 0 LEE KOHRMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ESTEE PORTNOY BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID RITTBERG BOARD MEMBER 1.00 0.00 X 0 0 0 MARC SAPERSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 LYNN SCHUSTERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 STACY SCHUSTERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JANICE BIGELOW CHIEF FIN & ADM OFF (UNTIL 3/2020) 40.00 0.00 X 225956 0 25273 ELIZABETH BERMAN CHIEF PEOPLE OFFICER (UNTIL 12/2019) 40.00 0.00 X 232736 0 25622 JILL HULNICK CHIEF IMPACT OFFICER 40.00 0.00 X 206540 0 24755 ARYEH FURST CHIEF FINANCIAL OFF. (FROM 3/2020) 40.00 0.00 X 0 0 0 ERIC SINOWAY VP, ENDOWMENT CAMP. (UNTIL 11/2019) 40.00 0.00 X 187884 0 23844 JAYME TANOWITZ VP OF COMMUNITY ENGAGEMENT 40.00 0.00 X 174888 0 23114 DEBORAH SHEMONY VP MARKETING AND COMMUNICATIONS 40.00 0.00 X 169728 0 21306 GARY LEVIN SENIOR VP OF COMMUNITY IMPACT 40.00 0.00 X 170053 0 22354 IAN KANDEL VP OF GLOBAL MOVEMENT STRATEGY 40.00 0.00 X 168935 0 14302 ROBYN G JUDELSOHN SENIOR VP OF IMMERSIVE EXPERIENCES 40.00 0.00 X 163303 0 19051 RACHEL KRUEGER ASSOC. V.P. OF COMMUNITY ENGAGEMENT 40.00 0.00 X 136316 0 17648 KAREN ALPERT VP SYSTEMS AND TECHNOLOGY 40.00 0.00 X 123506 0 20715 MATTHEW LEMCHEN VP OF COMMUNITY IMPACT 40.00 0.00 X 127898 0 20958 MELINDA EAST SVP, HR & TALENT 40.00 0.00 X 113627 0 5433 KIMBERLY BRUMER AVP OF COM. ENG. OPS. (UNTIL 5/2020) 40.00 0.00 X 109458 0 5462 2772642 0 301684 17 0 1 0 AUTHENTIC ISRAEL 5185 MACARTHUR BLVD SUITE 640 WASHINGTON DC 20016 TRAVEL TOUR SERVICES 4636165 MARCH OF THE LIVING 2 WEST 45TH STREET NEW YORK NY 10036 TRAVEL TOUR SERVICES 1384600 HYATT REGENCY DENVER AT COLORADO 650 15TH STREET NEW YORK NY 80202 LODGING AND CONFERENCE SERVICES 1169561 CENTERPLATE 700 145TH ST DENVER CO 80202 CATERING SERVICES 1029752 DANCE TRAX ENTERTAINMENT BY IMPRINT EVEN 4100 W 38TH AVE STE 201 DENVER CO 80212 EVENT PRODUCTION SERVICES 669738 18 529227 795414 77952 19797846 1301751 21200439 MEMBER PROGRAMS 900099 13747123 13747123 13747123 32201 32201 267988 253995 13993 13993 13993 MISCELLANEOUS 900099 43410 43410 43410 35037166 13747123 0 89604 X 791705 791705 526372 526372 1068093 1068093 2183075 884380 674397 624298 8287572 6389259 1175453 722860 290462 223048 42490 24924 992524 736632 154041 101851 775198 543019 134967 97212 30653 22908 3901 3844 63367 47111 8188 8068 62050 62050 25212 25212 3641642 3496396 91009 54237 67669 5792 59785 2092 576217 453323 101930 20964 193673 145018 24507 24148 754710 550576 115679 88455 4467133 4390625 18140 58368 5401835 5283857 31579 86399 3256 157 3099 322730 226070 56189 40471 345498 227107 54750 63641 CAMP FEES 1506303 1506303 PROGRAM EXPENSE 1185801 1185801 CREDIT CARD PROC. FEES 268137 252727 6321 9089 LICENSE & SUBSCRIPTION 214123 135358 50061 28704 301844 95057 180098 26689 34346854 29186694 3011796 2148364 X 5056200 5015103 2807203 1909906 241892 128533 3742371 898087 2542649 1463648 1229351 1079001 822608 933099 1750178 1751845 116856 43767 15766659 11759341 1590603 1106260 7212920 990769 2049275 7735 24689 8811258 4170993 X 4539714 3889715 2415687 3698633 6955401 7588348 15766659 11759341 690312 16804 -74169 0 X 0 1 X 1 0 X 13611066 15853125 16365618 19741089 21200439 86771337 13611066 15853125 16365618 19741089 21200439 86771337 37002001 49769336 35140 29793 32802 39667 32201 169603 59259 70460 197878 39872 43410 410879 87351819 78977958 0.56980 0.62590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 705316 772 -9889 392 695807 533464 163051 14084 5283 705316 520782 25574 12892 533464 1030501 510000 66040 1072524 13236 520782 1055633 -7920 17212 1030501 0.00000 0.79000 0.21000 1 1 1 5293 2204 3089 39731 39719 12 2497625 1421725 1075900 1079001 FUNDS HELD BY REGIONAL JEWISH FEDERATIONS 1751845 F 1751845 DEFERRED ANNUITY 24689 24689 X 35119369 16804 673563 690367 34429002 25212 582952 608164 35037166 33817722 79032 79032 33738690 25212 582952 608164 34346854 PART V, LINE 4: SUPPORT OF VARIOUS ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, COMMUNITY SERVICE PROJECTS, SUPPORT FOR PARTICIPATION OF TEENS WITH SPECIAL NEEDS, LEADERSHIP TRAINING AND DEVELOPMENT AND JUDIAC STUDY. PART X, LINE 2: FOR THE YEAR ENDED ENDED JUNE 30, 2020, THE ORGANIZATIONS HAVE DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAVE DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF RELATED ORGANIZATION INCLUDED ON THE 673,563. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM 990 REPORTING. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT TO RELATED ORGANIZATION ELIMINATED IN THE 505,000. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 1. GRANT FROM RELATED ORGANIZATION ELIMINATED IN THE 77,952. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART VIII, LINE 1D. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RELATED ORGANIZATION INCLUDED ON THE 79,032. CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM 990 REPORTING. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT TO RELATED ORGANIZATION ELIMINATED IN THE 505,000. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 1. GRANT FROM RELATED ORGANIZATION ELIMINATED IN THE 77,952. CONSOLIDATED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART VIII, LINE 1D. 1 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES BBYO PASSPORT - ACTIVE TOURING CROSS-CULTURAL INTERACTION 1221152 EUROPE 0 7 PROGRAM SERVICES BBYO PASSPORT - ACTIVE TOURING CROSS-CULTURAL INTERACTION 793077 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES BBYO PASSPORT - ACTIVE TOURING CROSS-CULTURAL INTERACTION 180321 SOUTH AMERICA 0 3 PROGRAM SERVICES BBYO PASSPORT - ACTIVE TOURING CROSS-CULTURAL INTERACTION 44007 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES BBYO PASSPORT - ACTIVE TOURING CROSS-CULTURAL INTERACTION 112870 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES BBYO PASSPORT - ACTIVE TOURINGCROSS-CULTURAL INTERACTION 79250 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 3019 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 57839 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 652516 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 44613 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 28410 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 166379 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 115317 0 10 0 0 0 10 2491535 1007235 3498770 SOUTH AMERICA PROGRAM GRANT 29205 WIRE EAST ASIA AND THE PACIFIC PROGRAM GRANT 20500 WIRE EUROPE PROGRAM GRANT 8000 WIRE EUROPE PROGRAM GRANT 8400 WIRE EUROPE PROGRAM GRANT 6300 WIRE EUROPE PROGRAM GRANT 19525 WIRE EUROPE PROGRAM GRANT 34450 WIRE MIDDLE EAST AND NORTH AFRICA PROGRAM GRANT 6500 WIRE EUROPE PROGRAM GRANT 16808 WIRE EUROPE PROGRAM GRANT 28579 WIRE EUROPE PROGRAM GRANT 10664 WIRE EUROPE PROGRAM GRANT 8500 WIRE EUROPE PROGRAM GRANT 9600 WIRE EUROPE PROGRAM GRANT 11700 WIRE EUROPE PROGRAM GRANT 32300 WIRE 15 0 SCHOLARSHIP CENTRAL AMERICA AND THE CARIBBEAN 7 3019 DISCOUNT ON TUITION SCHOLARSHIP EAST ASIA AND THE PACIFIC 37 37339 DISCOUNT ON TUITION SCHOLARSHIP EUROPE 619 444859 DISCOUNT ON TUITION SCHOLARSHIP MIDDLE EAST AND NORTH AFRICA 35 38113 DISCOUNT ON TUITION SCHOLARSHIP NORTH AMERICA 78 27310 DISCOUNT ON TUITION SCHOLARSHIP RUSSIA AND NEIGHBORING STATES 163 166379 DISCOUNT ON TUITION SCHOLARSHIP SOUTH AMERICA 93 86112 DISCOUNT ON TUITION 1 0 0 0 0 0 PART I, LINE 2: BBYO'S PRIMARY FORM OF GRANT ASSISTANCE IS SCHOLARSHIPS FOR ITS INTERNATIONAL, SUMMER, AND REGIONAL PROGRAMS. PARTICIPANTS ARE ASKED TO SUBMIT A SCHOLARSHIP APPLICATION. UPON REVIEW, SCHOLARSHIP DECISIONS ARE MADE AND APPLIED TO THE PARTICIPANT'S ACCOUNT. A MAJORITY OF THE SCHOLARSHIPS GIVEN ARE NEED-BASED. A SCHOLARSHIP IS ONLY AWARDED IF THE PARTICIPANT ATTENDS THE PROGRAM. IF A PARTICIPANT CANCELS BEFORE THE PROGRAM OR IS SENT HOME FOR DISCIPLINARY ISSUES, THE SCHOLARSHIP MONEY IS FORFEITED AND RETURNED TO BBYO. OCCASIONALLY, BBYO GRANTS AWARDS TO OTHER NON-PROFIT ORGANIZATIONS THAT PROVIDE A COMMUNITY SERVICE OR SUPPORT BBYO'S MISSION. PART III ACCOUNTING METHOD: X X X X X 1 K2D STRATEGIES 4075 WILSON BLVD 8TH FL ARLINGTON VA 22203 DIRECT MAIL 0 117914 62050 55864 117914 62050 55864 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MO MS NH NJ NM NY NC ND NV OH OK OR PA RI SC TN TX VA WA WV WI 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 E 42ND ST STE 400 NEW YORK NY 10017 131656634 501(C)(3) 233814 PROGRAM GRANTS BBYO FUND FOR THE FUTURE 800 8TH STREET NW WASHINGTON DC 20001 463736290 501(C)(3) 505000 TRANSFER OF ENDOWMENT FUNDS 2 0 SCHOLARSHIPS 1862 496119 PROGRAM GRANTS 43 30253 PART I, LINE 2: BBYO'S PRIMARY FORM OF GRANT ASSISTANCE IS SCHOLARSHIPS FOR ITS INTERNATIONAL, SUMMER, AND REGIONAL PROGRAMS. PARTICIPANTS ARE ASKED TO SUBMIT A SCHOALRSHIP APPLICATION. UPON REVIEW, SCHOLARSHIP DECISIONS ARE MADE AND APPLIED TO THE PARTICIPANT'S ACCOUNT. A MAJORITY OF THE SCHOLARSHIPS GIVEN ARE NEED-BASED. A SCHOLARSHIP IS ONLY AWARDED IF THE PARTICIPANT ATTENDS THE PROGRAM. IF A PARTICIPANT CANCELS BEFORE THE PROGRAM OR IS SENT HOME FOR DISCIPLINARY ISSUES, THE SCHOLARSHIP MONEY IS FORFEITED AND RETURNED TO BBYO. OCCASIONALLY, BBYO GRANTS AWARDS TO OTHER NON-PROFIT ORGANIZATIONS THAT PROVIDE A COMMUNITY SERVICE OR SUPPORT BBYO'S MISSION. IN FY20, BBYO TRANSFERRED FUNDS TO BBYO FUND FOR THE FUTURE (FFF). FFF IS A SUPPORITNG ORGANIZATION WHOSE MISSION IS TO OVERSEE THE INVESTMENT OF SUCH GIFTS SO AS TO OPTIMIZE LONG-TERM SUPPORT TO BBYO. SUCH SUPPORT WILL BE BOTH FOR GENERAL OPERATIONS AS WELL AS RESTRICTED PROGRAMMATIC NEEDS. X X 1 0 0 0 0 0 0 1 0 MATTHEW GROSSMAN CHIEF EXECUTIVE OFFICER 393214 0 68600 0 0 0 15808 0 16039 0 493661 0 0 0 JANICE BIGELOW CHIEF FIN & ADM OFF (UNTIL 3/2020) 225956 0 0 0 0 0 9219 0 16054 0 251229 0 0 0 ELIZABETH BERMAN CHIEF PEOPLE OFFICER (UNTIL 12/2019) 232736 0 0 0 0 0 9568 0 16054 0 258358 0 0 0 JILL HULNICK CHIEF IMPACT OFFICER 206540 0 0 0 0 0 8701 0 16054 0 231295 0 0 0 ERIC SINOWAY VP, ENDOWMENT CAMP. (UNTIL 11/2019) 176346 0 0 0 11538 0 7333 0 16511 0 211728 0 0 0 JAYME TANOWITZ VP OF COMMUNITY ENGAGEMENT 174888 0 0 0 0 0 7184 0 15930 0 198002 0 0 0 DEBORAH SHEMONY VP MARKETING AND COMMUNICATIONS 169728 0 0 0 0 0 5353 0 15953 0 191034 0 0 0 GARY LEVIN SENIOR VP OF COMMUNITY IMPACT 170053 0 0 0 0 0 6436 0 15918 0 192407 0 0 0 IAN KANDEL VP OF GLOBAL MOVEMENT STRATEGY 168935 0 0 0 0 0 6800 0 7502 0 183237 0 0 0 ROBYN G JUDELSOHN SENIOR VP OF IMMERSIVE EXPERIENCES 163303 0 0 0 0 0 6646 0 12405 0 182354 0 0 0 RACHEL KRUEGER ASSOC. V.P. OF COMMUNITY ENGAGEMENT 136316 0 0 0 0 0 5520 0 12128 0 153964 0 0 0 PART I, LINE 4A ERIC SINOWAY RECEIVED SEVERANCE OF $11,538. PART I, LINE 7 BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II). X 12 1301751 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 LYNN SCHUSTERMAN AND STACY SCHUSTERMAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A COPY OF THE RETURN WAS SENT TO THE FULL BOARD FOR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND EMPLOYEE IS PROVIDED WITH AND ASKED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. ANNUALLY, EACH DIRECTOR, OFFICER, AND EMPLOYEE COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT S/HE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO ANOTHER NONPROFIT ORGANIZATION OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO BBYO. ANY SUCH INFORMATION REGARDING THE BUSINESS INTERESTS OF A DIRECTOR, OFFICER, EMPLOYEE, OR A FAMILY MEMBER THEREOF, IS TREATED AS CONFIDENTIAL AND IS MADE AVAILABLE ONLY TO THE CHAIR, THE CHIEF EXECUTIVE OFFICER, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THE POLICY. THE POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY ARE COMMUNICATED TO ALL STAFF AND VOLUNTEERS. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST, AND WHO IS IN ATTENDANCE AT THE MEETING, DISCLOSES ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE IS REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT STAFF OR OTHER VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS ARE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF, IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A DIRECTOR OR COMMITTEE MEMBER, WHO PLANS NOT TO ATTEND A MEETING AT WHICH S/HE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST, DISCLOSES ALL MATERIAL FACTS REGARDING THE CONFLICT OF INTEREST TO THE CHAIR OF THE MEETING. THE CHAIR THEN REPORTS THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE IS REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN OR PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON DOES NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING IS NOT COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST DOES NOT VOTE ON THE CONTRACT OR TRANSACTION AND IS NOT PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE IS REFLECTED IN THE MINUTES OF THE MEETING. INTERESTED PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF BBYO, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION, DISCLOSE TO THEIR SUPERVISOR, OR THE CHAIR, OR THE CHAIR'S DESIGNEE, ANY CONFLICT OF INTEREST THAT SUCH INTERESTED PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. SUCH DISCLOSURE IS MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE INTERESTED PERSON. THE INTERESTED PERSON REFRAINS FROM ANY ACTION THAT MAY AFFECT BBYO'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT DISCLOSES THE CIRCUMSTANCES TO HIS OR HER SUPERVISOR OR THE CHAIR OR THE CHAIR'S DESIGNEE, WHO DETERMINES WHETHER FULL BOARD DISCUSSION IS WARRANTED OR WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIR OF THE H.R. COMMITTEE SETS THE COMPENSATION OF THE CEO IN COLLABORATION WITH THE ORGANIZATION'S SENIOR VOLUNTEER OFFICERS (BOARD CHAIR AND VICE CHAIR). COMPARISON DATA WAS PROVIDED TO THE COMMITTEE OF THE SALARIES OF CEO'S OF JEWISH ORGANIZATIONS WITH SIMILAR BUDGET SIZES. THE DECISION IS DISCUSSED AND DOCUMENTED IN THE BOARD MINUTES. FOR THE OTHER OFFICERS, THEIR COMPENSATION IS DETERMINED BY THE HUMAN RESOURCES BOARD COMMITTEE AND THE CEO OF BBYO. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2020. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON A CASE-BY-CASE BASIS, SUBJECT TO THE DISCRETION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 16A AND B: IN 2004, BBYO ENTERED INTO A FEE-FOR-SERVICE AGREEMENT WITH THE TLALIM GROUP (TLALIM), AN INTERNATIONAL TRAVEL SERVICE PROVIDER WITH OFFICES IN ISRAEL AND WASHINGTON DC. THE INITIAL AGREEMENT PROVIDED THAT TLALIM WOULD PROVIDE ALL TRAVEL SERVICES FOR BBYO'S "PASSPORT TO ISRAEL" PROGRAM. TLALIM HAD A SOLID REPUTATION IN THE TRAVEL MARKET AND WAS THE LARGEST TRAVEL PROVIDER TO BIRTHRIGHT ISRAEL. FOR THE FIRST FEW YEARS, BBYO PAID TLALIM AS A VENDOR AND ANNUALLY NEGOTIATED TLALIM'S MARKUP (COST ABOVE THE ACTUAL TRAVEL COSTS). BBYO ALSO ANNUALLY REVIEWED THE COST OF USING TLALIM AGAINST THOSE OF OTHER TRAVEL PROVIDERS. AS BBYO'S PASSPORT TO ISRAEL PROGRAM GREW STEADILY OVER THE YEARS, BBYO EVALUATED WHETHER IT WAS IN BBYO'S BEST INTEREST TO RESTRUCTURE ITS ARRANGEMENT WITH TLALIM. BASED ON THAT ANALYSIS, BBYO AND TLALIM ENTERED INTO A JOINT VENTURE IN 2008. UNDER THE AGREEMENT, TLALIM IS THE SOLE TRAVEL PROVIDER TO BBYO PASSPORT AND CONTRIBUTES SALES, MARKETING AND OPERATIONS RESOURCES TO THE BBYO PASSPORT PROGRAMS. TLALIM AGREED TO A NON-COMPETE CLAUSE, WHEREBY IT CEASED ALL SALES AND MARKETING FOR INTERNATIONAL TRAVEL PROGRAMS WHICH COMPETED AGAINST BBYO'S PASSPORT PROGRAM. 100% ALL ACTIVITIES OF THE JOINT VENTURE FALL UNDER THE PURPOSE/MISSION OF BBYO AS STATED IN ITS FORM 1023 AND ARTICLES OF INCORPORATION: 1. TO EDUCATE AND TRAIN JEWISH YOUTH; 2. TO PROMOTE THE LEADERSHIP POTENTIAL AND PERSONAL DEVELOPMENT OF JEWISH YOUTH; 3. TO ENCOURAGE JEWISH YOUTH IN DEVELOPING A POSITIVE JEWISH IDENTITY; 4. TO GUIDE JEWISH YOUTH IN DEVELOPING AN APPRECIATION FOR CHARITABLE GIVING; AND 5. TO ENABLE JEWISH YOUTH TO ASSUME LEADERSHIP ROLES AND RESPONSIBILITIES IN THE JEWISH AND GENERAL COMMUNITIES. BBYO FOLLOWS WRITTEN POLICIES AND PROCEDURES WHICH GOVERN ALL PARTICIPATION AND ACTIVITIES RELATED TO THIS JOINT VENTURE TO ENSURE THAT THE ORGANIZATION HAS SAFEGUARDED ITS 501(C)(3) EXEMPT STATUS. SUBSEQUENT TO YEAR END, THE JOINT VENTURE AGREEMENT WITH TLALIM TOURS AND TLALIM CONVENTIONS EVENTS AND TOURISM OF ISRAEL WERE TERMINATED, EFFECTIVE AUGUST 2020. FORM 990, PART IX, LINE 11G SPEAKERS & ENTERTAINERS: PROGRAM SERVICE EXPENSES 1,084,688. MANAGEMENT AND GENERAL EXPENSES 1,008. FUNDRAISING EXPENSES 4,204. TOTAL EXPENSES 1,089,900. PROGRAM STAFF: PROGRAM SERVICE EXPENSES 288,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 288,360. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,100,503. MANAGEMENT AND GENERAL EXPENSES 6,681. FUNDRAISING EXPENSES 43,816. TOTAL EXPENSES 2,151,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 22,845. MANAGEMENT AND GENERAL EXPENSES 83,320. FUNDRAISING EXPENSES 6,217. TOTAL EXPENSES 112,382. FORM 990, PART X, LINE 24: ON MAY 1, 2020, BBYO AND IMMERSIVE LLC RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $1,950,200 AND $99,075, RESPECTIVELY, UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTES BEAR INTEREST AT A RATE OF 1.00% AND CALL FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. BBYO AND IMMERSIVE LLC INTEND TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. BBYO AND IMMERSIVE LLC INTEND TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24 WEEK PERIOD. IF FORGIVENESS IS GRANTED, BBYO AND IMMERSIVE LLC WILL RECORD REVENUE FORM DEBT EXTINGUISHMENTS DURING THE PERIOD THAT FORGIVENESS WAS APPROVED. BBYO IMMERSIVE EXPERIENCES LLC 800 8TH STREET NW WASHINGTON DC 20001 465364361 OPERATE YOUTH JEWISH CULTURAL PROGRAMS DC 2286113 651661 BBYO BBYO PASSPORT LLC 800 8TH STREET NW WASHINGTON DC 20001 465354188 CULTURAL EXCHANGES PROGRAMS DC 5322633 178533 BBYO BBYO FUND FOR THE FUTURE INC 800 8TH STREET NW WASHINGTON DC 20001 463736290 TO PROVIDE CONSISTENT SUPPORT FOR BBYO TO CARRY OUT ITS MISSION DC 501(C)(3) LINE 12A, I BBYO 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BBYO FUND FOR THE FUTURE INC B 505000 FMV BBYO FUND FOR THE FUTURE INC C 77952 FMV