ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC (EIN 52-0607957)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-15
- IRS object ID
- 202111359349301716
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-15T11:05:07-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6406 IVY LANE SUITE 200 | AddressLine1Txt |
| City | GREENBELT | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520607957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATED JEWISH COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FEDERATION OF BALTIMORE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 4107274828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W MOUNT ROYAL AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SMOLARZ | PersonNm |
| Person Title | COO/CFO | PersonTitleTxt |
| Phone | 4107274828 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE CAPUTO CPA | PreparerPersonNm |
| PTIN | P00643293 | PTIN |
| Phone | 3019312050 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARC TERRILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W MOUNT ROYAL AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,495,780 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASSOCIATED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE AND ENHANCE JEWISH LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 198 | TotalEmployeeCnt |
| Total Volunteers | 7500 | TotalVolunteersCnt |
| Total Gross UBI | $487,970 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $223,072 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $56,026,375 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,261,927 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,776,907 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,923,653 | CYProgramServiceRevenueAmt |
| PY Investment Income | $435,450 | PYInvestmentIncomeAmt |
| CY Investment Income | $355,624 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,217,829 | PYOtherRevenueAmt |
| CY Other Revenue | $1,954,576 | CYOtherRevenueAmt |
| PY Total Revenue | $62,456,561 | PYTotalRevenueAmt |
| CY Total Revenue | $57,495,780 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,729,206 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,431,773 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,458,856 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,877,412 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,077 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $17,228 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,064,599 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,250,255 | PYOtherExpensesAmt |
| CY Other Expenses | $7,082,103 | CYOtherExpensesAmt |
| PY Total Expenses | $54,450,394 | PYTotalExpensesAmt |
| CY Total Expenses | $53,408,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,006,167 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,087,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,932,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,587,005 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,230,757 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,868,261 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,701,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,718,744 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,788,960 | ExpenseAmt |
| Grant | $29,819,793 | GrantAmt |
| Revenue | $425,926 | RevenueAmt |
| Desc | THE ASSOCIATED IS THE CENTRALIZED ADDRESS FOR THE GREATER BALTIMORE JEWISH COMMUNITY. IT RAISES SIGNIFICANT DOLLARS TO ALLOCATE TO ITS AGENCIES AND OTHER SUPPORTED ORGANIZATIONS NUMBERING IN EXCESS OF TWO DOZEN DIFFERENT TAX EXEMPT PUBLIC ORGANIZATIONS TO HELP FULFILL THEIR MISSION. THE ASSOCIATED'S FUND RAISING PLATFORM RANGES FROM GENERAL ANNUAL CAMPAIGNS TO DIRECTED CAMPAIGNS TO LEGACY AND ENDOWMENT PROGRAMS AS WELL AS HAVING A DONOR ADVISED FUND AND SUPPORTING FOUNDATION ARM. ALSO, 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,273,873 | ExpenseAmt |
| Grant | $66,036 | GrantAmt |
| Revenue | $258,686 | RevenueAmt |
| Desc | THE ASSOCIATED DIRECTLY PROVIDES PROGRAMS TO ITS CONSTITUENTS 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)). THE OTHER FOUR PROGRAMS FOCUSES ON VOLUNTEERING, PROFESSIONAL DEVELOPMENT, ASSISTANCE TO CHILDREN WITH LEARNING DIFFERENCES AND PREVENTION OF DOMESTIC, SEXUAL AND ELDER ABUSE AND ASSISTANCE TO SUCH VICTIMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,725,583 | ExpenseAmt |
| Grant | $2,545,944 | GrantAmt |
| Revenue | $3,179,639 | RevenueAmt |
| Desc | 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, SECURITY AND INVESTMENT MANAGEMENT. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $1,422,170 | RevenueAmt |
| Desc | THE ASSOCIATED 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 MAONT OF SPACE USED BY EACH ENTITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $1,422,170 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,788,416 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 226 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 198 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK SMOLARZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107274828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W MOUNT ROYAL AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| MARC TERRILL | |||||||||
| PRESIDENT | 36.00 | 4.00 | Yes (X) | $588,357 | $0 | $43,277 | |||
| MARK SMOLARZ | |||||||||
| EXECUTIVE VICE PRESIDENT OPS & FINANCE | 32.00 | 8.00 | Yes (X) | $229,335 | $0 | $30,669 | |||
| MICHAEL FRIEDMAN | |||||||||
| SENIOR VICE PRESIDENT | 10.00 | 30.00 | $221,141 | $0 | $9,823 | Yes (X) | |||
| MICHAEL DYE | |||||||||
| VICE PRESIDENT | 9.00 | 31.00 | $173,094 | $0 | $36,428 | Yes (X) | |||
| LESLIE POMERANTZ | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | $181,470 | $0 | $8,159 | Yes (X) | |||
| CAROLE TAYLOR | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $145,951 | $0 | $6,576 | Yes (X) | |||
| DARRELL FRIEDMAN | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $146,494 | $0 | $0 | Yes (X) | |||
| CONNIE STERN | |||||||||
| VICE PRESIDENT | 36.00 | 4.00 | $136,904 | $0 | $8,521 | Yes (X) | |||
| DEBRA S WEINBERG | |||||||||
| CHAIR | 4.00 | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LOUIS THALHEIMER | |||||||||
| SECRETARY | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FRITZI K HALLOCK | |||||||||
| TREASURER | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BETH GOLDSMITH | |||||||||
| CHAIR-ELECT | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RON ATTMAN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JESSICA BRONFEIN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ELISE RUBENSTEIN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT C RUSSEL | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| HAREL TURKEL | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA A HURWITZ | |||||||||
| DIRECTOR-AT-LARGE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PHILIP E SACHS | |||||||||
| DIRECTOR-AT-LARGE | 3.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LISA ABRAMS | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE APPLEFELD | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROSALEE DAVISON | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DR MICHAEL ELMAN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHAYA FRIEDMAN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MAURY GARTEN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL GREENEBAUM | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BENJAMIN GREEWNWALD | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| NANCY HACKERMAN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| MARTIN HIMELES JR | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BRUCE HOFFBERGER | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 4.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL KLEIN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK D NEUMANN | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PJ PEARLSTONE | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JASON REITBERGER | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SANDY ROSENBERG | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| NINA ROSENZWOG | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BARBARA ROSWELL | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN SHMERLER | |||||||||
| DIRECTOR-AT-LARGE | 1.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,822,746 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,453 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KENNETH DICKSTEIN | |||||
| 9006 TARR DRIVE | NEW WINDSOR | MD | 21776 | SECURITY SERVICES | $448,486 |
| DEFENDER ONE SECURITY | |||||
| 310 CHAMBORLEY DRIVE | REISTERSTOWN | MD | 21136 | ARMED SECURITY SERVICES | $365,917 |
| RSM USLLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | AUDIT AND TAX SERVICES | $300,000 |
| CERIDIAN | |||||
| PO BOX 772830 | CHICAGO | IL | 60677 | PAYROLL PROCESSING | $244,600 |
| COHEN CENTER AT BRANDEIS UNIVERSITY | |||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | DEVELOPMENT OF GREATER BALTIMORE JEWISH | $214,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $249,500 | FederatedCampaignsAmt |
| Related Organizations | $18,805,546 | RelatedOrganizationsAmt |
| Government Grants | $873,497 | GovernmentGrantsAmt |
| All Other Contributions | $31,333,384 | AllOtherContributionsAmt |
| Total Contributions | $51,261,927 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ENDOWMENT FEE INCOME | 900099 | $3,239,040 | $2,751,070 | $487,970 |
| OPERATING PROGRAMS | 900099 | $684,613 | $684,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,923,653 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $355,624 | TotalRevenueColumnAmt |
| Exclusion | $355,624 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,850,738 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,850,738 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,850,738 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,850,738 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $103,838 | TotalRevenueColumnAmt |
| Exclusion | $103,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $103,838 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,495,780 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,286,421 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $487,970 | UnrelatedBusinessRevenueAmt |
| Exclusion | $459,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,410,669 | TotalAmt |
| Program Services | $32,410,669 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,104 | TotalAmt |
| Program Services | $21,104 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,574 | TotalAmt |
| Program Services | $633,642 | ProgramServicesAmt |
| Management And General | $63,000 | ManagementAndGeneralAmt |
| Fundraising | $191,932 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,634,088 | TotalAmt |
| Program Services | $7,641,673 | ProgramServicesAmt |
| Management And General | $739,499 | ManagementAndGeneralAmt |
| Fundraising | $2,252,916 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,470 | TotalAmt |
| Program Services | $505,924 | ProgramServicesAmt |
| Management And General | $50,301 | ManagementAndGeneralAmt |
| Fundraising | $153,245 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,071 | TotalAmt |
| Program Services | $591,212 | ProgramServicesAmt |
| Management And General | $58,780 | ManagementAndGeneralAmt |
| Fundraising | $179,079 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,209 | TotalAmt |
| Program Services | $582,039 | ProgramServicesAmt |
| Management And General | $57,869 | ManagementAndGeneralAmt |
| Fundraising | $176,301 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,524 | TotalAmt |
| Program Services | $9,056 | ProgramServicesAmt |
| Management And General | $16,462 | ManagementAndGeneralAmt |
| Fundraising | $1,006 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,694 | TotalAmt |
| Program Services | $44,624 | ProgramServicesAmt |
| Management And General | $81,115 | ManagementAndGeneralAmt |
| Fundraising | $4,955 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,228 | TotalAmt |
| Fundraising | $17,228 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,886 | TotalAmt |
| Program Services | $293,893 | ProgramServicesAmt |
| Management And General | $203,104 | ManagementAndGeneralAmt |
| Fundraising | $91,889 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,921 | TotalAmt |
| Program Services | $153,945 | ProgramServicesAmt |
| Fundraising | $65,976 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,801 | TotalAmt |
| Program Services | $439,441 | ProgramServicesAmt |
| Management And General | $25,561 | ManagementAndGeneralAmt |
| Fundraising | $225,799 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,223 | TotalAmt |
| Program Services | $290,443 | ProgramServicesAmt |
| Management And General | $21,581 | ManagementAndGeneralAmt |
| Fundraising | $97,199 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,608,529 | TotalAmt |
| Program Services | $1,860,143 | ProgramServicesAmt |
| Management And General | $184,943 | ManagementAndGeneralAmt |
| Fundraising | $563,443 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,056 | TotalAmt |
| Program Services | $115,102 | ProgramServicesAmt |
| Management And General | $9,820 | ManagementAndGeneralAmt |
| Fundraising | $146,134 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,049 | TotalAmt |
| Program Services | $36,291 | ProgramServicesAmt |
| Management And General | $3,608 | ManagementAndGeneralAmt |
| Fundraising | $128,150 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,084 | TotalAmt |
| Program Services | $127,097 | ProgramServicesAmt |
| Management And General | $11,489 | ManagementAndGeneralAmt |
| Fundraising | $38,498 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,835 | TotalAmt |
| Program Services | $102,569 | ProgramServicesAmt |
| Management And General | $10,198 | ManagementAndGeneralAmt |
| Fundraising | $31,068 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MISSION & PROGRAM EXPEN | $1,032,120 | $590,477 | $441,643 | |
| FOOD SERVICE EXPENSE | $364,666 | $170,901 | $191,180 | $2,585 |
| STAFF DEVELOPMENT | $72,112 | $54,692 | $13,116 | $4,304 |
| UBI TAX | $57,614 | $41,085 | $12,444 | $4,085 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,989 | TotalAmt |
| Program Services | $72,394 | ProgramServicesAmt |
| Management And General | $7,197 | ManagementAndGeneralAmt |
| Fundraising | $41,398 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,408,516 | TotalAmt |
| Program Services | $46,788,416 | ProgramServicesAmt |
| Management And General | $1,555,501 | ManagementAndGeneralAmt |
| Fundraising | $5,064,599 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,041 | BOYAmt |
| EOY | $454,313 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,824,070 | BOYAmt |
| EOY | $31,313,692 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827,070 | BOYAmt |
| EOY | $1,779,237 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,287 | BOYAmt |
| EOY | $29,971 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,462 | BOYAmt |
| EOY | $853,553 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855 | BOYAmt |
| EOY | $1,866 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,426 | BOYAmt |
| EOY | $101,769 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,060,492 | BOYAmt |
| EOY | $11,013,973 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,716,615 | BOYAmt |
| EOY | $6,038,631 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,932,318 | BOYAmt |
| EOY | $51,587,005 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,922,365 | BOYAmt |
| EOY | $4,920,606 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,467 | BOYAmt |
| EOY | $835,379 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,982 | BOYAmt |
| EOY | $99,295 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,810,310 | BOYAmt |
| EOY | $9,404,773 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,633 | BOYAmt |
| EOY | $608,208 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,230,757 | BOYAmt |
| EOY | $15,868,261 | 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 | -$13,036,237 | BOYAmt |
| EOY | -$13,996,198 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,737,798 | BOYAmt |
| EOY | $49,714,942 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,701,561 | BOYAmt |
| EOY | $35,718,744 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,932,318 | BOYAmt |
| EOY | $51,587,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,087,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$39,384 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $6,000,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,030,697 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,714,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,835,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,369,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,026,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,261,927 | CurrentTaxYearAmt |
| Total | $243,208,280 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,714,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,835,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,369,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,026,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,261,927 | CurrentTaxYearAmt |
| Total | $243,208,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,697,808 | SubstantialContributorsTotAmt |
| Public Support Total170 | $221,510,472 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,013,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $510,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $355,624 | CurrentTaxYearAmt |
| Total | $2,526,208 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,072 | CurrentTaxYearAmt |
| Total | $869,058 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $103,838 | CurrentTaxYearAmt |
| Total | $103,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $246,707,384 | TotalSupportAmt |
| Public Support CY170 | 0.89790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,205,000 | BeginningYearBalanceAmt |
| Contributions | $10,763,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,048,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,637,000 | OtherExpendituresAmt |
| End Year Balance | $114,379,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $120,210,000 | BeginningYearBalanceAmt |
| Contributions | $7,826,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,634,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,465,000 | OtherExpendituresAmt |
| End Year Balance | $112,205,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,290,000 | BeginningYearBalanceAmt |
| Contributions | $2,729,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,424,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,233,000 | OtherExpendituresAmt |
| End Year Balance | $120,210,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,014,000 | BeginningYearBalanceAmt |
| Contributions | $2,344,000 | ContributionsAmt |
| Investment Earnings Or Losses | $17,871,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,939,000 | OtherExpendituresAmt |
| End Year Balance | $134,290,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,429,000 | BeginningYearBalanceAmt |
| Contributions | $4,958,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,106,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,267,000 | OtherExpendituresAmt |
| End Year Balance | $124,014,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39920 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60080 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ISRAEL BONDS | $7,967,134 | F |
| TRENDLINES | $100,000 | F |
| REAL ESTATE FUND | $2,559,097 | F |
| SPLIT INTEREST AGREEMENT | $387,742 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,013,973 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LIFE INSURANCE | $968,749 |
| DEFERRED COMPENSATION ASSET | $519,516 |
| DUE FROM RELATED PARTIES | $4,550,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,038,631 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP LIABILITY | $519,516 |
| CONTINGENCY RESERVE | $88,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $608,208 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $57,469,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$39,384 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $12,604 | OtherRevenueAmt |
| Revenue Not Reported | -$26,780 | RevenueNotReportedAmt |
| Revenue Subtotal | $57,495,780 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,495,780 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,454,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,203,558 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,203,558 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,250,442 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $158,074 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $158,074 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $53,408,516 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LETTER OF CREDIT EXPENSES -1,148. TRANSFER TO CONSOLIDATED ENTITY 172,863. FINANCIAL STATEMENT ROUNDING 111. TAX RECLASS FOR PENSION EXPENSES -158,942. TAX RECLASS FOR TRAVEL EXPENSES -280. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 1,203,041. TRANSFERS 2,000,000. FINANCIAL STATEMENT ROUNDING 517. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LETTER OF CREDIT EXPENSES -1,148. TAX RECLASS FOR PENSION EXPENSES 158,942. TAX RECLASS FOR TRAVEL EXPENSES 280. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | INVESTMENTS | $100,000 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | $525,441 | COORDINATING MISSIONS |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICE | $969 | COORDINATING MISSIONS |
| EUROPE | 0 | 0 | PROGRAM SERVICE | $28,475 | COORDINATING MISSIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $654,885 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $654,885 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEGAL MARKETING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 N FARWELL AVENUE SUITE 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELE-MARKETING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $86,948 | GrossReceiptsAmt |
| Retained By Contractor | $17,228 | RetainedByContractorAmt |
| Net To Organization | $69,720 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $86,948 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $17,228 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $69,720 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||||
| 101 CEDAR LANE STE 306 | TEANECK | NJ | 07666 | 208202424 | 501C3 | $9,500 | N/A | N/A | GENERAL SUPPORT |
| ASSOCIATED JEWISH CHARITIES | |||||||||
| 101 WEST MT ROYAL AVENUE | BALTIMORE | MD | 21201 | 526024192 | 501C3 | $56,000 | N/A | N/A | GENERAL SUPPORT |
| BAIS HAMEDRASH AND MESIVTA | |||||||||
| 6823 OLD PIMLICO ROAD | BALTIMORE | MD | 21209 | 521980774 | 501C3 | $61,419 | N/A | N/A | GENERAL SUPPORT |
| BAIS YAAKOV SCHOOL FOR GIRLS | |||||||||
| 6302 SMITH AVENUE | BALTIMORE | MD | 21209 | 520613700 | 501C3 | $884,509 | N/A | N/A | GENERAL SUPPORT |
| BALTIMORE COMMUNITY FOUNDATION | |||||||||
| 2 EAST READ STREET 9TH FLOOR | BALTIMORE | MD | 21202 | 237180620 | 501C3 | $6,500 | N/A | N/A | GENERAL SUPPORT |
| BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY | |||||||||
| 8000 YORK ROAD | TOWSON | MD | 21252 | 520939453 | 501C3 | $305,551 | N/A | N/A | GENERAL SUPPORT |
| BALTIMORE JEWISH COUNCIL | |||||||||
| 5750 PARK HEIGHTS AVENUE SUITE 329 | BALTIMORE | MD | 21215 | 521912836 | 501C3 | $872,007 | N/A | N/A | GENERAL SUPPORT |
| BEN & ESTHER ROSENBLOOM HILLEL CENTER | |||||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | 530179971 | 501C3 | $280,000 | N/A | N/A | GENERAL SUPPORT |
| BETH TFILOH COMMUNITY SCHOOL | |||||||||
| 3300 OLD COURT ROAD | BALTIMORE | MD | 21208 | 521837996 | 501C3 | $428,859 | N/A | N/A | GENERAL SUPPORT |
| BNAI BRITH YOUTH ORGANIZATION | |||||||||
| 2020 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20006 | 912139926 | 501C3 | $58,000 | N/A | N/A | GENERAL SUPPORT |
| BNOS YISROEL | |||||||||
| 6300 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 522231272 | 501C3 | $261,675 | N/A | N/A | GENERAL SUPPORT |
| BRANDEIS UNIVERSITY | |||||||||
| 415 SOUTH STREET MS 116 | WALTHAM | MA | 02453 | 042103552 | 501C3 | $111,108 | N/A | N/A | GENERAL SUPPORT |
| CAMP AIRY AND LOUISE | |||||||||
| 5750 PARK HEIGHTS AVENUE SUITE 306 | BALTIMORE | MD | 21215 | 520563083 | 501C3 | $32,099 | N/A | N/A | GENERAL SUPPORT |
| CENTER FOR JEWISH EDUCATION | |||||||||
| 5708 PARK HEIGHTS AVENUE | BALTIMORE | MD | 212153996 | 520591707 | 501C3 | $1,637,053 | N/A | N/A | GENERAL SUPPORT |
| CHAI | |||||||||
| 5809 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 237097000 | 501C3 | $926,459 | N/A | N/A | GENERAL SUPPORT |
| CHEDER CHABAD OF BALTIMORE | |||||||||
| 5713 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 263435681 | 501C3 | $95,618 | N/A | N/A | GENERAL SUPPORT |
| EDWARD A MYERBERG SR CTR | |||||||||
| 3101 FALLSTAFF ROAD | BALTIMORE | MD | 212092967 | 521047511 | 501C3 | $287,768 | N/A | N/A | GENERAL SUPPORT |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | 521129402 | 501C3 | $20,000 | N/A | N/A | GENERAL SUPPORT |
| GILCHRIST HOSPICE CARE | |||||||||
| 11311 MCCORMICK ROAD SUITE 350 | HUNT VALLEY | MD | 21031 | 521851251 | 501C3 | $5,000 | N/A | N/A | GENERAL SUPPORT |
| HEBREW FREE LOAN ASSN | |||||||||
| 5752 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 520633396 | 501C3 | $19,860 | N/A | N/A | GENERAL SUPPORT |
| HOLISTIC INTERNTIONS LLC | |||||||||
| 32 OLD CREEK COURT | OWINGS MILLS | MD | 21117 | 830904866 | 501C3 | $7,000 | N/A | N/A | GENERAL SUPPORT |
| ISRAEL CONNECT INC | |||||||||
| 750 MELBOURNE ST | PITTSBURGH | PA | 15217 | 831267863 | 501C3 | $7,500 | N/A | N/A | GENERAL SUPPORT |
| ISRAEL LACROSSE ASSOCIATION | |||||||||
| 1501 BROADWAY 21ST FLOOR | NEW YORK | NY | 10036 | 453857764 | 501C3 | $10,000 | N/A | N/A | GENERAL SUPPORT |
| JERUSALEM U | |||||||||
| 1110 W OAKLAND PARK BLVD SUITE 288 | SUNRISE | FL | 33351 | 261264680 | 501C3 | $6,081 | N/A | N/A | GENERAL SUPPORT |
| JEWELS SCHOOL INC | |||||||||
| 5713-B PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | 460528711 | 501C3 | $25,000 | N/A | N/A | GENERAL SUPPORT |
| JEWISH AGENCY FOR ISRAEL | |||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | 131760102 | 501C3 | $1,116,804 | N/A | N/A | GENERAL SUPPORT |
| JEWISH CEMETERY ASSOCIATION | |||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | 522178573 | 501C13 | $20,000 | N/A | N/A | GENERAL SUPPORT |
| JEWISH COMMUNITY CENTER | |||||||||
| 3506 GWYNNBROOK AVENUE | OWINGS MILLS | MD | 21117 | 520619002 | 501C3 | $6,564,659 | N/A | N/A | GENERAL SUPPORT |
| JEWISH COMMUNITY SERVICES | |||||||||
| 5750 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 520607909 | 501C3 | $7,228,192 | N/A | N/A | GENERAL SUPPORT |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624104 | 501C3 | $8,300 | N/A | N/A | GENERAL SUPPORT |
| JEWISH FEDERATION OF NORTH AMERICA | |||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | 501C3 | $4,962,097 | N/A | N/A | GENERAL SUPPORT |
| JEWISH MUSEUM OF MARYLAND | |||||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | 526034761 | 501C3 | $873,790 | N/A | N/A | GENERAL SUPPORT |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 100174014 | 131656634 | 501C3 | $232,157 | N/A | N/A | GENERAL SUPPORT |
| KRIEGER SCHECTER DAY SCHOOL | |||||||||
| 8100 STEVENSON ROAD | BALTIMORE | MD | 21208 | 520591562 | 501C3 | $165,333 | N/A | N/A | GENERAL SUPPORT |
| MARYLAND ISRAEL DEVELOPMENT CENTER | |||||||||
| 401 E PRATT STREET 7TH FLOOR | BALTIMORE | MD | 21202 | 521777737 | 501C3 | $137,935 | N/A | N/A | GENERAL SUPPORT |
| MEALS ON WHEELS OF CENTRAL MD | |||||||||
| 63 SHIPPING PL FL 207 | DUNDALK | MD | 212224347 | 526074723 | 501C3 | $120,000 | N/A | N/A | GENERAL SUPPORT |
| MELAMED & HOFFMAN CONSULTITNG LTD | |||||||||
| 7009 WALLIS AVENUE | BALTIMORE | MD | 21215 | 821296526 | 501C3 | $25,000 | N/A | N/A | GENERAL SUPPORT |
| MOISHE HOUSE | |||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | 262599786 | 501C3 | $59,000 | N/A | N/A | GENERAL SUPPORT |
| NER ISRAEL | |||||||||
| 400 MOUNT WILSON LANE | PIKESVILLE | MD | 21208 | 520660881 | 501C3 | $391,798 | N/A | N/A | GENERAL SUPPORT |
| OAKLEAF CATERING | |||||||||
| 5805 OAKLEAF AVENUE | BALTIMORE | MD | 21215 | 522006228 | 501C3 | $15,421 | N/A | N/A | GENERAL SUPPORT |
| OHR CHADASH ACADEMY OF BALTIMORE | |||||||||
| 7310 PARK HEIGHTS AVE | PIKESVILLE | MD | 212085436 | 452187170 | 501C3 | $123,375 | N/A | N/A | GENERAL SUPPORT |
| ONWARD ISRAEL USA INC | |||||||||
| 633 3RD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | 812507413 | 501C3 | $36,716 | N/A | N/A | GENERAL SUPPORT |
| PEARLSTONE CONFERENCE AND RETREAT CTR | |||||||||
| 5425 MT GILEAD ROAD | REISTERSTOWN | MD | 21136 | 432080719 | 501C3 | $2,125,091 | N/A | N/A | GENERAL SUPPORT |
| PEF ISRAEL ENDOWMENT FUND | |||||||||
| 630 3RD AVE RM 1501 | NEW YORK | NY | 100176745 | 136134086 | 501C3 | $47,500 | N/A | N/A | GENERAL SUPPORT |
| TALMUDICAL ACADEMY | |||||||||
| 4445 OLD COURT ROAD | BALTIMORE | MD | 21208 | 520591676 | 501C3 | $515,458 | N/A | N/A | GENERAL SUPPORT |
| THE BALTIMORE SHABBAT PROJECT | |||||||||
| 5750 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 521369910 | 501C3 | $5,000 | N/A | N/A | GENERAL SUPPORT |
| THE BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| 33 EAST THIRTY THIRD ST 7TH FLOOR | NEW YORK | NY | 10016 | 134092050 | 501C3 | $95,000 | N/A | N/A | GENERAL SUPPORT |
| TORAH INSTITUTE OF BALTIMORE | |||||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | 237304990 | 501C3 | $343,442 | N/A | N/A | GENERAL SUPPORT |
| VPC INC | |||||||||
| 240 BUSINESS CENTER DRIVE | REISTERSTOWN | MD | 21136 | 521802274 | 501C3 | $8,300 | N/A | N/A | GENERAL SUPPORT |
| WORLD ORT INC | |||||||||
| 1740 BROADWAY 15TH FLOOR | NEW YORK | NY | 10019 | 061669917 | 501C3 | $12,000 | N/A | N/A | GENERAL SUPPORT |
| ZAMIR CHORAL FOUNDATION | |||||||||
| 475 RIVERSIDE DRIVE SUITE 1948 | NEW YORK | NY | 10115 | 136217087 | 501C3 | $14,250 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 50 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $21,104 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC TERRILL | ||||||||||||||
| PRESIDENT | $502,103 | $0 | $75,000 | $0 | $11,254 | $0 | $11,200 | $0 | $32,077 | $0 | $631,634 | $0 | $150,000 | $0 |
| MARK SMOLARZ | ||||||||||||||
| EXECUTIVE VICE PRESIDENT OPS & FINAN | $229,335 | $0 | $0 | $0 | $0 | $0 | $9,292 | $0 | $21,377 | $0 | $260,004 | $0 | $0 | $0 |
| MICHAEL FRIEDMAN | ||||||||||||||
| SENIOR VICE PRESIDENT | $219,615 | $0 | $0 | $0 | $1,526 | $0 | $8,785 | $0 | $1,038 | $0 | $230,964 | $0 | $0 | $0 |
| MICHAEL DYE | ||||||||||||||
| VICE PRESIDENT | $173,094 | $0 | $0 | $0 | $0 | $0 | $7,385 | $0 | $29,043 | $0 | $209,522 | $0 | $0 | $0 |
| LESLIE POMERANTZ | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $181,470 | $0 | $0 | $0 | $0 | $0 | $7,222 | $0 | $937 | $0 | $189,629 | $0 | $0 | $0 |
| CAROLE TAYLOR | ||||||||||||||
| VICE PRESIDENT | $145,615 | $0 | $0 | $0 | $336 | $0 | $5,825 | $0 | $751 | $0 | $152,527 | $0 | $0 | $0 |
| DARRELL FRIEDMAN | ||||||||||||||
| FORMER OFFICER | $146,494 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $146,494 | $0 | $0 | $0 |
| CONNIE STERN | ||||||||||||||
| VICE PRESIDENT | $136,904 | $0 | $0 | $0 | $0 | $0 | $2,835 | $0 | $5,686 | $0 | $145,425 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. $150,000 WAS DEFERRED IN A PRIOR YEAR AND IS INCLUDED IN FORM 990, PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C. AS DETAILED IN FORM 990, PART VI, SECTION B, LINE 15, A NEW 5-YEAR CONTRACT WAS EXECUTED BEGINNING JANUARY 1, 2017. THE TERMS AND CONDITIONS OF THE DEFERRED COMPENSATION PLAN ARE OUTLINED IN THE CONTRACT. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| MARC TERRILL | |||||||
| PRESIDENT | ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM | Yes (X) | $9,361 | $9,361 | 0 | 0 | Yes (1) |
| MICHAEL FRIEDMAN | |||||||
| SENIOR VICE PRESIDENT | ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM | Yes (X) | $5,160 | $5,160 | 0 | 0 | Yes (1) |
| LESLIE POMERANTZ | |||||||
| CHIEF DEVELOPMENT OFFICER | ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM | Yes (X) | $4,370 | $4,370 | 0 | 0 | Yes (1) |
| MICHAEL DYE | |||||||
| VICE PRESIDENT | ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM | Yes (X) | $4,683 | $4,683 | 0 | 0 | Yes (1) |
| CAROLE TAYLOR | |||||||
| VICE PRESIDENT | ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM | Yes (X) | $3,421 | $3,421 | 0 | 0 | Yes (1) |
| CONNIE STERN | |||||||
| VICE PRESIDENT | ADVANCE DUE TO TRANSITION IN PAYROLL SYSTEM | Yes (X) | $2,976 | $2,976 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $29,971 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 165 | ContributionCnt |
| Method Of Determining Revenues | STOCK MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | 165 SHARES OF PUBLICLY TRADED SECURITIES WITH A FAIR MARKET VALUE OF $2,071,024 WERE RECEIVED DURING THE CURRENT YEAR TO SATISFY PLEDGES WHICH HAVE BEEN RECOGNIZED AS REVENUE IN PRIOR YEARS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: 46,788,416 TOTAL EXPENSE: 53,408,516 PROGRAM SERVICE %: 87.60% AJC PROGRAM EXPENSE: 37,534,719 TOTAL EXPENSE: 37,686,774 PROGRAM SERVICE %: 99.60% TOTAL PROGRAM EXPENSE: 84,323,135 TOTAL EXPENSE: 91,095,290 PROGRAM SERVICE %: 92.57% |
| FORM 990, PART XI, LINE 9: | DISCOUNT ADJUSTMENT 172,863. UNCOLLECTED CONTRIBUTIONS EXPENSE -1,203,041. TRANSFERS -2,000,000. FINANCIAL STATEMENT ROUNDING -519. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 526024192 | EXEMPT ORGANIZATION | MD | 501C3 | LINE 7 | THE ASSOCIATED JCFB | Yes (1) |
| ZANVYL KRIEGER FUND INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521126684 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| JILL FOX MEMORIAL FUND INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521167942 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| SARAH & HAROLD ZALESCH FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521191346 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| GOLDSMITH FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521306094 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| FELDMAN FAMILY FUND INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521489355 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| MARVIN SCHAPIRO FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521615020 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| JEWISH DAY SCHOOL FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521879606 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (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 | Yes (1) |
| BAVAR FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 522230085 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (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 | Yes (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 | Yes (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 | Yes (1) |
| MACADOO FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 463952974 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| LUSKIN FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 465753796 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| WOLASKY FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 820956858 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| HOFFBERGER FAMILY FUND INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521167596 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| HARRY WEINBERG FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521541188 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| SWIRNOW CHARITABLE FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521680035 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (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 | Yes (1) |
| PEARLSTONE FAMILY FUND INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521249913 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| NATHAN & LILLIAN WEINBERG FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521867912 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| THE RICHMAN FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 521899221 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| MARJORIE COOK FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 526044319 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| THE FUND FOR CHANGE INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 311662222 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| THE BANCROFT FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 311644387 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| KR FUND INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 522209699 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| ZIMMERMAN FUND FOR CHILDREN INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 562523091 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| LYN STACIE GETZ FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 203486477 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (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 | Yes (1) |
| LIBMAN FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 208572565 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| YEHUDA & ANNE NEUBERGER FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 271040796 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| SHOLK-KAPLAN FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 453915659 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| VOLOSOV FAMILY FOUNDATION INC | ||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | 474050322 | CHARITABLE SUPPORT | MD | 501C3 | 12A, I | THE ASSOCIATED JCFB | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (23 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASSOCIATED JEWISH CHARITIES OF BALTIMORE | ||
| C | $14,103,389 | CASH VALUE |
| ZANVYL KRIEGER FUND INC | ||
| C | $458,657 | CASH VALUE |
| DUPKIN JEWISH CHARITY & WELFARE FUND INC | ||
| C | $1,070,000 | CASH VALUE |
| GOLDSMITH FOUNDATION INC | ||
| C | $500,000 | CASH VALUE |
| MARTIN S HIMELES SR FUND INC | ||
| C | $55,700 | CASH VALUE |
| MARVIN SCHAPIRO FAMILY FOUNDATION INC | ||
| C | $250,000 | CASH VALUE |
| KOLKER-SAXON-HALLOCK FAMILY FOUNDATION INC | ||
| C | $124,932 | CASH VALUE |
| BAVAR FAMILY FOUNDATION INC | ||
| C | $70,000 | CASH VALUE |
| JANE KRIEGER SCHAPIRO FAMILY FOUNDATION INC | ||
| C | $205,260 | CASH VALUE |
| MACADOO FAMILY FOUNDATION INC | ||
| C | $155,000 | CASH VALUE |
| LUSKIN FAMILY FOUNDATION INC | ||
| C | $230,000 | CASH VALUE |
| WOLASKY FAMILY FOUNDATION INC | ||
| C | $100,000 | CASH VALUE |
| HOFFBERGER FAMILY FUND INC | ||
| C | $743,000 | CASH VALUE |
| HARRY WEINBERG FAMILY FOUNDATION INC | ||
| C | $1,185,000 | CASH VALUE |
| GERSON G & SANDY F EISENBERG FOUNDATION INC | ||
| C | $95,000 | CASH VALUE |
| PEARLSTONE FAMILY FUND INC | ||
| C | $777,744 | CASH VALUE |
| NATHAN & LILLIAN WEINBERG FOUNDATION INC | ||
| C | $55,000 | CASH VALUE |
| THE RICHMAN FAMILY FOUNDATION INC | ||
| C | $548,000 | CASH VALUE |
| ZIMMERMAN FUND FOR CHILDREN INC | ||
| C | $75,000 | CASH VALUE |
| JUDI & STEVEN B FADER FAMILY FOUNDATION INC | ||
| C | $273,836 | CASH VALUE |
| YEHUDA & ANNE NEUBERGER FOUNDATION INC | ||
| C | $133,000 | CASH VALUE |
| VOLOSOV FAMILY FOUNDATION INC | ||
| C | $700,000 | CASH VALUE |
| ASSOCIATED JEWISH CHARITIES OF BALTIMORE | ||
| B | $56,000 | CASH VALUE |
Comments