BIRTHRIGHT ISRAEL FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BIRTHRIGHT ISRAEL FOUNDATION (EIN 13-4092050)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349306416
- Schema version
- 2020v4.1
- 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 J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:00:59-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134092050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRTHRIGHT ISRAEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIRT | BusinessNameControlTxt |
| Phone | 2124570036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 THIRD AVENUE 10TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S DAVID SHAPIRO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2124570036 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | S | PersonFirstNm |
| Person Last | DAVID SHAPIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ISRAEL TAPOOHI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 THIRD AVENUE 10TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,485,200 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BIRTHRIGHTISRAEL.FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION RAISES FUNDS TO SUPPORT EDUCATIONAL TRIPS TO ISRAEL FOR YOUNG ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $98,603,747 | PYContributionsGrantsAmt |
| CY Contributions Grants | $62,471,811 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $373,953 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,062 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $98,977,700 | PYTotalRevenueAmt |
| CY Total Revenue | $62,541,873 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,848,675 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,766,365 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,230,209 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,419,560 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $665,651 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $596,309 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,649,258 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,251,830 | PYOtherExpensesAmt |
| CY Other Expenses | $4,691,282 | CYOtherExpensesAmt |
| PY Total Expenses | $93,996,365 | PYTotalExpensesAmt |
| CY Total Expenses | $37,473,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,981,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,068,357 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,474,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,786,716 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,055,715 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,040,551 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,419,012 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,746,165 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,766,365 | ExpenseAmt |
| Grant | $22,766,365 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BIRTHRIGHT ISRAEL SEEKS TO ENSURE THAT EVERY ELIGIBLE YOUNG JEWISH ADULT AROUND THE WORLD, ESPECIALLY THE LESS CONNECTED, IS GIVEN THE OPPORTUNITY TO VISIT ISRAEL ON THIS EDUCATIONAL JOURNEY. BIRTHRIGHT ISRAEL FOUNDATION RAISES FUNDS IN THE UNITED STATES TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES YOUNG JEWISH ADULTS FROM THE AGES OF 18 TO 32 THE GIFT OF AN EXTRAORDINARY EDUCATIONAL TRIP TO ISRAEL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $427,556 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BIRTHRIGHT ISRAEL FOUNDATION HAS DEVELOPED A ROBUST ELECTRONIC MARKETPLACE (SMARTPHONE APP) TO CONNECT TENS OF THOUSANDS OF BIRTHRIGHT ISRAEL ALUMNI IN THE UNITED STATES WITH THE VAST ARRAY OF ORGANIZATIONS, PROJECTS, AND RESOURCES THAT CAN PROVIDE THEM WITH THE OPPORTUNITIES TO FURTHER EXPLORE THEIR CONNECTION TO ISRAEL AND THEIR JEWISH IDENTITY ONCE THEY RETURN HOME FROM ISRAEL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,193,921 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | S DAVID SHAPIRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124570046 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 THIRD AVENUE 10TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SARA ARONSON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE BLITZER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK CHARENDOFF | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A CLARFELD | |||||||||
| DIRECTOR (AS OF 02/20/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE J COHEN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP DE TOLEDO | |||||||||
| TREASURER (AS OF 10/15/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID ENGEL | |||||||||
| EX OFFICIO DIR. (NON-VOTING) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN EVENHAIM | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL GERROL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL GREENBERG | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARJORIE HONICKMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HOOVER | |||||||||
| DIRECTOR (AS OF 07/01/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI KOMISAR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY KRAKOWSKI | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A LEVEN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH A LEVY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARLENE POST | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL RASHES | |||||||||
| DIRECTOR (AS OF 02/20/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J PHILIP ROSEN | |||||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DOUGLAS M ROSS | |||||||||
| TREAS/CABINENT CHAIR (AS OF 10/20) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WENDY GOULD SHENFELD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M SIDEROW | |||||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| THOMAS D STERN | |||||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BARRY SWIDLER | |||||||||
| DIRECTOR (AS OF 01/01/2020) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE F WILF | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ISRAEL TAPOOHI | |||||||||
| PRESIDENT/CEO | 40.00 | 0.00 | $702,578 | $0 | $53,402 | Yes (X) | |||
| JESSICA FELDAN | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | $362,517 | $0 | $48,917 | Yes (X) | |||
| S DAVID SHAPIRO | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | $331,434 | $0 | $47,665 | Yes (X) | |||
| PAMELA FERTEL-WEINSTEIN | |||||||||
| V.P. OF MKTG & COMMUNICATIONS | 40.00 | 0.00 | $188,893 | $0 | $49,197 | Yes (X) | |||
| ZHE YANG | |||||||||
| V.P. OF INFORMATION TECHNOLOGY | 40.00 | 0.00 | $217,591 | $0 | $13,069 | Yes (X) | |||
| JACKIE SOLEIMANI | |||||||||
| V.P. LEADERSHIP & DEVELOP. | 40.00 | 0.00 | $184,885 | $0 | $52,688 | Yes (X) | |||
| ARTHUR PAIKOWSKY | |||||||||
| VICE PRESIDENT, WESTERN REGION | 40.00 | 0.00 | $262,869 | $0 | $55,015 | Yes (X) | |||
| JAYNE ROSENGARTEN | |||||||||
| VICE PRESIDENT, NE REGION | 40.00 | 0.00 | $279,828 | $0 | $21,260 | Yes (X) | |||
| DIANE ROMIROWSKY | |||||||||
| VICE PRESIDENT, PRINCIPAL GIFTS | 40.00 | 0.00 | $247,757 | $0 | $43,651 | Yes (X) | |||
| CAROLE-ANN LEVINE | |||||||||
| VICE PRESIDENT, SOUTHEAST REGION | 40.00 | 0.00 | $232,994 | $0 | $42,122 | Yes (X) | |||
| ALLYSON GREENBAUM | |||||||||
| VICE PRESIDENT, CENTRAL REGION | 40.00 | 0.00 | $220,391 | $0 | $58,936 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,231,737 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $485,922 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| THOMPSON HABIB & DENISON INC | |||||
| 55 OLD BEDFORD ROAD SUITE 201 | LINCOLN | MA | 01773 | MARKETING | $658,917 |
| SOUTHWEST PUBLISHING AND MAILING CORP | |||||
| 4000 SE ADAMS ST | TOPEKA | KS | 66609 | DIRECT MAIL MARKETING | $457,307 |
| SALESFORCEORG | |||||
| PO BOX 203141 | DALLAS | TX | 75320 | CRM SERVICES | $187,840 |
| RESOURCE ONE INC | |||||
| 2900 E APACHE | TULSA | OK | 74110 | DIRECT MAIL MARKETING | $160,561 |
| SMARTBUG OPERATING LLC | |||||
| DEPARTMENT 1380 PO BOX 986500 | BOSTON | MA | 022986500 | DIGITAL MARKETING | $152,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $17,255,845 | FederatedCampaignsAmt |
| All Other Contributions | $45,215,966 | AllOtherContributionsAmt |
| Noncash Contributions | $635,347 | NoncashContributionsAmt |
| Total Contributions | $62,471,811 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,179 | TotalRevenueColumnAmt |
| Exclusion | $99,179 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $297,585 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $297,585 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $616,625 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $645,742 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$29,117 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,117 | TotalRevenueColumnAmt |
| Exclusion | -$29,117 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,541,873 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,062 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,766,365 | TotalAmt |
| Program Services | $22,766,365 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239,917 | TotalAmt |
| Program Services | $45,131 | ProgramServicesAmt |
| Management And General | $566,890 | ManagementAndGeneralAmt |
| Fundraising | $1,627,896 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,430,274 | TotalAmt |
| Program Services | $109,411 | ProgramServicesAmt |
| Management And General | $1,374,322 | ManagementAndGeneralAmt |
| Fundraising | $3,946,541 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,178 | TotalAmt |
| Program Services | $6,029 | ProgramServicesAmt |
| Management And General | $75,717 | ManagementAndGeneralAmt |
| Fundraising | $217,432 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,717 | TotalAmt |
| Program Services | $20,042 | ProgramServicesAmt |
| Management And General | $251,748 | ManagementAndGeneralAmt |
| Fundraising | $722,927 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,474 | TotalAmt |
| Program Services | $9,176 | ProgramServicesAmt |
| Management And General | $115,274 | ManagementAndGeneralAmt |
| Fundraising | $331,024 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Fundraising | $7,500 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,598 | TotalAmt |
| Management And General | $46,335 | ManagementAndGeneralAmt |
| Fundraising | $31,263 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,260 | TotalAmt |
| Management And General | $85,260 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,309 | TotalAmt |
| Fundraising | $596,309 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820,412 | TotalAmt |
| Program Services | $130,000 | ProgramServicesAmt |
| Management And General | $77,882 | ManagementAndGeneralAmt |
| Fundraising | $1,612,530 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,971 | TotalAmt |
| Program Services | $10,084 | ProgramServicesAmt |
| Management And General | $4,103 | ManagementAndGeneralAmt |
| Fundraising | $33,784 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,356 | TotalAmt |
| Management And General | $259,879 | ManagementAndGeneralAmt |
| Fundraising | $123,477 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,283 | TotalAmt |
| Program Services | $28,234 | ProgramServicesAmt |
| Management And General | $105,100 | ManagementAndGeneralAmt |
| Fundraising | $276,949 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,392 | TotalAmt |
| Program Services | $56,182 | ProgramServicesAmt |
| Management And General | $321,835 | ManagementAndGeneralAmt |
| Fundraising | $696,375 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,389 | TotalAmt |
| Management And General | $51,316 | ManagementAndGeneralAmt |
| Fundraising | $78,073 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,058 | TotalAmt |
| Management And General | $28,393 | ManagementAndGeneralAmt |
| Fundraising | $60,665 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,216 | TotalAmt |
| Program Services | $9,322 | ProgramServicesAmt |
| Management And General | $63,503 | ManagementAndGeneralAmt |
| Fundraising | $162,391 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,121 | TotalAmt |
| Program Services | $3,945 | ProgramServicesAmt |
| Management And General | $26,874 | ManagementAndGeneralAmt |
| Fundraising | $69,302 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $84,796 | $80,338 | $4,458 |
| COMMUNICATIONS | $81,809 | $73,119 | $8,690 |
| POSTAGE AND DELIVERY | $41,729 | $6,244 | $35,485 |
| REGIS. & FILING FEES | $7,653 | $7,465 | $188 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,739 | TotalAmt |
| Management And General | $8,740 | ManagementAndGeneralAmt |
| Fundraising | $5,999 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,473,516 | TotalAmt |
| Program Services | $23,193,921 | ProgramServicesAmt |
| Management And General | $3,630,337 | ManagementAndGeneralAmt |
| Fundraising | $10,649,258 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,826,472 | BOYAmt |
| EOY | $49,557,552 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,973,000 | BOYAmt |
| EOY | $32,957,016 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $33,145 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,423 | BOYAmt |
| EOY | $758,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,133,591 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $733,707 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,452 | BOYAmt |
| EOY | $1,399,884 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,354 | BOYAmt |
| EOY | $1,997,537 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,490 | BOYAmt |
| EOY | $64,290 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,536 | BOYAmt |
| EOY | $18,923 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,474,727 | BOYAmt |
| EOY | $86,786,716 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,154,366 | BOYAmt |
| EOY | $832,016 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,349 | BOYAmt |
| EOY | $1,208,535 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,715 | BOYAmt |
| EOY | $2,040,551 | 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 | $17,946,012 | BOYAmt |
| EOY | $48,607,326 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,473,000 | BOYAmt |
| EOY | $36,138,839 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,419,012 | BOYAmt |
| EOY | $84,746,165 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,474,727 | BOYAmt |
| EOY | $86,786,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,068,357 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $258,796 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,000,000 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,917,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,834,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,960,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,603,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,471,811 | CurrentTaxYearAmt |
| Total | $475,787,680 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,917,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,834,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,960,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,603,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,471,811 | CurrentTaxYearAmt |
| Total | $475,787,680 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $176,543,051 | SubstantialContributorsTotAmt |
| Public Support Total170 | $299,244,629 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $278,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,179 | CurrentTaxYearAmt |
| Total | $839,814 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $167,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $250,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $476,877,728 | TotalSupportAmt |
| Public Support CY170 | 0.62750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2016 AMOUNT: $ 26. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. GROSS INCOME FROM FUNDRAISING - 2016 AMOUNT: $ 83,208. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 167,000. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. | ExplanationTxt |
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 | $1,313,455 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $201,992 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,463 | AdministrativeExpensesAmt |
| End Year Balance | $1,700,984 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $861,383 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $262,438 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,366 | AdministrativeExpensesAmt |
| End Year Balance | $1,313,455 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $861,383 | ContributionsAmt |
| End Year Balance | $861,383 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60870 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,086,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,065 | DepreciationAmt |
| Book Value | $911,315 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $426,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $340,316 | DepreciationAmt |
| Book Value | $85,752 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $621,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,326 | DepreciationAmt |
| Book Value | $402,817 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,399,884 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO TAGLIT/BRI INT'L | $260,000 |
| OBLIGATIONS TO ANNUITANTS | $447,735 |
| DEFERRED RENT | $500,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,208,535 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,800,669 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $258,796 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,000,000 | OtherRevenueAmt |
| Revenue Not Reported | -$2,741,204 | RevenueNotReportedAmt |
| Revenue Subtotal | $62,541,873 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,541,873 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,473,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,473,516 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,473,516 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION MAINTAINS SEVERAL DONOR-RESTRICTED FUNDS THE PURPOSES OF WHICH ARE TO PROVIDE SUPPORT PRINCIPALLY FOR TRIP ENHANCEMENTS AND ANCILLARY PROGRAMS. IN CLASSIFYING SUCH FUNDS FOR FINANCIAL STATEMENT PURPOSES AS EITHER NET ASSETS WITH DONOR RESTRICTIONS OR NET ASSETS WITHOUT DONOR RESTRICTIONS, THE BOARD OF DIRECTORS LOOKS TO THE EXPLICIT DIRECTION OF THE RESPECTIVE DONOR AND PROVISIONS OF APPLICABLE NEW YORK STATE LAW. |
| PART X, LINE 2: | FIN 48 THE FOUNDATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN DONOR INTENT (SEE SCHEDULE O) -3,000,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $22,766,365 | RegionTotalExpendituresAmt |
| 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 | $22,766,365 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $22,766,365 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Purpose Of Grant | EDUCATION | PurposeOfGrantTxt |
| Cash Grant | $22,766,365 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| 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 I, LINE 2: | THE BIRTHRIGHT ISRAEL FOUNDATION IS THE FUNDRAISING ARM OF TAGLIT-BIRTHRIGHT ISRAEL (BRI INTERNATIONAL). THE FOUNDATION'S PRIMARY EXEMPT MISSION IS TO PROVIDE SUPPORT TO THIS NON-U.S. ORGANIZATION; ACCORDINGLY, THE MAJORITY OF ITS GRANTMAKING ACTIVITIES ARE CONDUCTED OVERSEAS. THE FOUNDATION RECEIVES THE APPROVED BUDGET, PERIODIC MONTHLY REPORTS ON THE USE OF FUNDS, AS WELL AS THE AUDITED FINANCIAL STATEMENTS FROM TAGLIT-BIRTHRIGHT ISRAEL (BRI INTERNATIONAL). THE FOUNDATION'S CHIEF FINANCIAL OFFICER AND INDEPENDENT AUDITOR MEET PERIODICALLY WITH TAGLIT-BIRTHRIGHT ISRAEL STAFF AND THEIR INDEPENDENT AUDITOR TO INQUIRE ABOUT THE USE OF FUNDS AS WELL AS INTERNAL CONTROLS. |
| PART III ACCOUNTING METHOD: |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON HABIB & DENISON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 OLD BEDFORD RD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,449,954 | GrossReceiptsAmt |
| Retained By Contractor | $596,309 | RetainedByContractorAmt |
| Net To Organization | $2,853,645 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,449,954 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $596,309 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,853,645 | 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 | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISRAEL TAPOOHI | ||||||||||||||
| PRESIDENT/CEO | $527,828 | $0 | $90,750 | $0 | $84,000 | $0 | $14,250 | $0 | $39,152 | $0 | $755,980 | $0 | $0 | $0 |
| JESSICA FELDAN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $313,517 | $0 | $49,000 | $0 | $0 | $0 | $14,250 | $0 | $34,667 | $0 | $411,434 | $0 | $0 | $0 |
| S DAVID SHAPIRO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $299,434 | $0 | $32,000 | $0 | $0 | $0 | $14,250 | $0 | $33,415 | $0 | $379,099 | $0 | $0 | $0 |
| ARTHUR PAIKOWSKY | ||||||||||||||
| VICE PRESIDENT, WESTERN REGION | $262,869 | $0 | $0 | $0 | $0 | $0 | $13,065 | $0 | $41,950 | $0 | $317,884 | $0 | $0 | $0 |
| JAYNE ROSENGARTEN | ||||||||||||||
| VICE PRESIDENT, NE REGION | $277,328 | $0 | $0 | $0 | $2,500 | $0 | $13,995 | $0 | $7,265 | $0 | $301,088 | $0 | $0 | $0 |
| DIANE ROMIROWSKY | ||||||||||||||
| VICE PRESIDENT, PRINCIPAL GIFTS | $237,757 | $0 | $10,000 | $0 | $0 | $0 | $12,517 | $0 | $31,134 | $0 | $291,408 | $0 | $0 | $0 |
| ALLYSON GREENBAUM | ||||||||||||||
| VICE PRESIDENT, CENTRAL REGION | $214,391 | $0 | $6,000 | $0 | $0 | $0 | $11,558 | $0 | $47,378 | $0 | $279,327 | $0 | $0 | $0 |
| CAROLE-ANN LEVINE | ||||||||||||||
| VICE PRESIDENT, SOUTHEAST REGION | $224,994 | $0 | $8,000 | $0 | $0 | $0 | $11,658 | $0 | $30,464 | $0 | $275,116 | $0 | $0 | $0 |
| PAMELA FERTEL-WEINSTEIN | ||||||||||||||
| V.P. OF MKTG & COMMUNICATIONS | $183,893 | $0 | $5,000 | $0 | $0 | $0 | $9,750 | $0 | $39,447 | $0 | $238,090 | $0 | $0 | $0 |
| JACKIE SOLEIMANI | ||||||||||||||
| V.P. LEADERSHIP & DEVELOP. | $179,885 | $0 | $5,000 | $0 | $0 | $0 | $9,573 | $0 | $43,115 | $0 | $237,573 | $0 | $0 | $0 |
| ZHE YANG | ||||||||||||||
| V.P. OF INFORMATION TECHNOLOGY | $205,091 | $0 | $10,000 | $0 | $2,500 | $0 | $10,837 | $0 | $2,232 | $0 | $230,660 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IN CALENDAR YEAR, BIRTHRIGHT ISRAEL FOUNDATION PROVIDED A HOUSING ALLOWANCE TO THE PRESIDENT, ISRAEL TAPOOHI; THE VALUE OF THAT HOUSING BENEFIT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, THE FOUNDATION PROVIDED A SPOUSAL TRAVEL BENEFIT TO THE PRESIDENT. |
| PART I, LINE 7 | THE FOUNDATION PROVIDED THE FOLLOWING DISCRETIONARY BONUSES TO THE INDIVIDUALS LISTED BELOW. PRESIDENT/CEO, ISRAEL TAPOOHI - $90,750 CFO, S. DAVID SHAPIRO - $32,000 CHIEF DEVELOPMENT OFFICER, JESSICA FELDAN - $49,000 V.P. OF INFORMATION TECHNOLOGY, ZHE YANG - $10,000 V.P. OF LEADERSHIP & DEVELOP., JACKIE SOLEIMANI - $5,000 VP, MARKETING & COMMUNICATIONS, PAMELA FERTEL WEINSTEIN - $5,000 V.P. SOUTHEAST REGION, CAROLE-ANN LEVINE - $8,000 V.P. PRINCIPAL GIFTS, DIANE ROMIROWSKY - $10,000 V.P. CENTRAL REGION, ALLYSON GREENBAUM - $6,000 THE ABOVE BONUSES WERE BASED ON EACH INDIVIDUAL'S SPECIFIC PERFORMANCE METRICS AND WERE APPROVED BY THE COMPENSATION COMMITTEE. ALL COMPENSATION DECISIONS ARE DOCUMENTED IN COMPENSATION COMMITTEE MEETING MINUTES. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $613,547 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ISRAELI BONDS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | TO THE EXTENT THAT THE FOUNDATION RECEIVED CONTRIBUTIONS OF SECURITIES, IT USES ITS INVESTMENT BROKER TO LIQUIDATE THOSE ASSETS INTO CASH FOR USE BY THE FOUNDATION IN SUPPORT OF ITS CHARITABLE MISSION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL STATEMENT REGARDING THE COVID-19 PANDEMIC: | THE COVID-19 PANDEMIC, WHOSE EFFECTS FIRST BECAME KNOWN IN JANUARY 2020, IS HAVING A BROAD AND NEGATIVE IMPACT ON COMMERCE AND FINANCIAL MARKETS AROUND THE WORLD. THE EXTENT OF THE IMPACT OF COVID-19 ON THE FOUNDATION'S OPERATIONAL AND FINANCIAL PERFORMANCE WILL DEPEND ON CERTAIN DEVELOPMENTS, INCLUDING THE DURATION AND SPREAD OF THE OUTBREAK, WHICH AT PRESENT CANNOT BE DETERMINED. ACCORDINGLY, THE EXTENT TO WHICH COVID-19 MAY IMPACT BIRTHRIGHT'S FINANCIAL POSITION, STATEMENT OF ACTIVITIES, FUNCTIONAL EXPENSES AND CASH FLOWS IS UNCERTAIN. EFFECTIVE MARCH 15, 2020, THE REMAINDER OF THE TRIPS FOR 2020 WERE CANCELED. ALTHOUGH ALTERNATIVE PROGRAMMING SUCH AS VIRTUAL TOURS AND REUNIONS WERE IMPLEMENTED, TOTAL PROGRAM EXPENSES FOR 2020 WERE SIGNIFICANTLY REDUCED AS COMPARED WITH PRIOR YEARS. CONCOMITANTLY, THE FOUNDATION REDUCED ITS' OPERATING EXPENSES BY 24% FROM THE APPROVED BUDGET, OF WHICH 15% WERE PERSONNEL RELATED. DUE TO THE GENEROSITY OF OUR DONORS, THE FOUNDATION CLOSED THE YEAR WITH NEARLY $49 MILLION IN CASH AND CASH EQUIVALENTS, $34 MILLION MORE THAN GENERALLY REQUIRED. THESE ADDITIONAL FUNDS WILL BE USED TO PAY FOR ANTICIPATED DEFICITS OVER THE NEXT SEVERAL YEARS RESULTING FROM INCREASED COVID-19 RELATED TRIP COSTS IN 2021 AS WELL AS REDUCED FUNDRAISING CAPACITY WHILE STAFFING IS BEING REBUILT. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | BIRTHRIGHT ISRAEL SEEKS TO ENSURE THAT EVERY ELIGIBLE YOUNG JEWISH ADULT AROUND THE WORLD, ESPECIALLY THE LESS CONNECTED, IS GIVEN THE OPPORTUNITY TO VISIT ISRAEL ON THIS EDUCATIONAL JOURNEY. BIRTHRIGHT ISRAEL FOUNDATION RAISES FUNDS IN THE UNITED STATES TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES YOUNG JEWISH ADULTS THE GIFT OF AN EXTRAORDINARY EDUCATIONAL TRIP TO ISRAEL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF DIRECTORS FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE OF THE ORGANIZATION IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE ORGANIZATION. THE ORGANIZATION MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE C-SUITE IS REVIEWED ANNUALLY BY THE INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO RELIED UPON EXTERNAL 3RD PARTY COMPARABLE MARKET DATA IN ASSESSING THE APPROPRIATENESS OF THE TOTAL COMPENSATION TO BE PROVIDED TO THE INCUMBENT. COMPENSATION DECISIONS AND REPORTS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE MEETING AT THE TIME THE DECISIONS ARE MADE. THE FOUNDATION LAST CONDUCTED AN INDEPENDENT EXECUTIVE COMPENSATION SURVEY IN FEBRUARY 2020. FOR ALL OTHER INDIVIDUALS REPORTED ON THE FORM 990, COMPENSATION DECISIONS ARE REVIEWED INTERNALLY BY THE FOUNDATION'S OFFICERS AND APPROVED BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS FORM 990 AVAILABLE BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S 990, FINANCIAL STATEMENTS, RECORD RETENTION AND DESTRUCTION POLICY ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN DONOR INTENT -3,000,000. |
| IN 2018, A DONOR MADE A $5 MILLION COMMITMENT TO THE FOUNDATION TO BE PAID | OVER FIVE YEARS. $2 MILLION OF THIS COMMITMENT HAS BEEN PAID. DURING 2020, THE DONOR INFORMED THE FOUNDATION THAT ALTHOUGH HE INTENDED TO FULFILL HIS REMAINING $3 MILLION COMMITMENT TO SUPPORT THE BIRTHRIGHT ISRAEL PROGRAM, THE FUNDS WOULD BE DIRECTED THROUGH A DIFFERENT ORGANIZATION. AS A RESULT, THE REMAINING $3 MILLION CONTRIBUTION RECEIVABLE HAS BEEN REMOVED FROM RECEIVABLES AND RECORDED AS CHANGE IN DONOR INTENT ON THE STATEMENT OF ACTIVITIES. |
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