2021-11-02T09:57:13-05:00 2020-12-31 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2020-01-01 136110872 HADASSAH MEDICAL RELIEF ASSOCIATION INC HADA 2123557900 40 WALL STREET NEW YORK NY 10005 RON ALONI CFO/COO 2123557900 2021-11-02 1 RON ALONI 999009999 PHILLIP E GROFF P01247783 2127589700 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JANICE WEINMAN CEO 40 WALL STREET NEW YORK NY 10005 243677944 0 X WWW.HADASSAH.ORG X 1925 NY IN ISRAEL, WE SUPPORT HEALTHCARE, EDUCATION, YOUTH PROGRAMS AND LAND DEVELOPMENT. IN THE US, WE ENHANCE THE QUALITY OF AMERICAN AND JEWISH LIFE. 13 13 0 13 -17593 0 56364667 79649824 0 0 10079737 37709649 3816 21191 66448220 117380664 52981699 54795996 0 0 11616617 12868881 30061 107557 9459875 10444627 9043286 75073004 76815720 -8624784 40564944 584141916 674056706 113114878 115621749 471027038 558434957 X IN ISRAEL, WE SUPPORT HEALTHCARE, EDUCATION, YOUTH PROGRAMS AND LAND DEVELOPMENT. IN THE US, WE ENHANCE THE QUALITY OF AMERICAN AND JEWISH LIFE. SEE SCHEDULE O 0 0 44006329 43538274 0 MEDICAL PROGRAMS - SEE SCHEDULE O 94587 94349 0 EDUCATIONAL PROGRAMS - SEE SCHEDULE O 11209561 11163373 0 YOUTH PROGRAMS - SEE SCHEDULE O 55310477 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 0 0 0 1 1 1 IS CJ BF 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL IN KY MI NJ PA TN UT VA X X JODI WECHTER LEVY 2123557900 40 WALL STREET NEW YORK NY 10005 RHODA SMOLOW PRESIDENT 6.00 34.00 X X 0 0 0 SHELLEY KAPLAN TREASURER 6.00 34.00 X X 0 0 0 CAROL ANN SCHWARTZ SECRETARY 6.00 34.00 X X 0 0 0 FRIEDA ROSENBERG PORTFOLIO COUNCIL OFFICER 6.00 21.00 X X 0 0 0 JANET HAND DEIXLER VICE PRESIDENT (START 1/1/2020) 6.00 21.00 X X 0 0 0 CLARA GILLMAN VICE PRESIDENT 6.00 21.00 X X 0 0 0 GAIL HAMMERMAN VICE PRESIDENT 6.00 34.00 X X 0 0 0 MARCIA GABRILOVE LADIN VICE PRESIDENT (START 1/1/2020) 6.00 21.00 X X 0 0 0 RACHEL SCHONBERGER VICE PRESIDENT (START 1/1/2020) 6.00 21.00 X X 0 0 0 MERNA SHAPIRO VICE PRESIDENT 6.00 21.00 X X 0 0 0 NANCY FALCHUK PAST NATIONAL PRESIDENT 6.00 21.00 X 0 0 0 MARCIE NATAN PAST NATIONAL PRESIDENT 6.00 21.00 X 0 0 0 ELLEN HERSHKIN PAST NATIONAL PRESIDENT 6.00 21.00 X 0 0 0 JANICE WEINMAN CHIEF EXECUTIVE OFFICER 29.00 11.00 X 301725 108227 66748 RON ALONI CFO/COO 29.00 11.00 X 268560 96331 76409 SHERYL ZELIGSON GENERAL COUNSEL 29.00 11.00 X 289371 103796 65292 JOSHUA REDNIK CHIEF DEVELOPMENT OFFICER 39.00 1.00 X 362723 5711 82672 BART MINSKY HUMAN RESOURCES 29.00 11.00 X 202642 72686 54827 LORI B LASSON PLANNED GIVING 39.00 1.00 X 242902 3824 73969 JODI WECHTER-LEVY FINANCE DIRECTOR 29.00 11.00 X 161305 57860 38058 LISA KANNER LEGAL 29.00 11.00 X 140858 50524 36570 ELEANOR ROZLYNE GOLDHAR COMMUNICATION 2.00 0.00 X 10466 198867 7626 1980552 697826 502171 49 0 1 0 OFFIT CAPITAL ADVISORS LLC INVEST 495 LEXINGTON AVE 24FL NEW YORK NY 10017 CONSULTANTS 717699 PRYOR CASHMAN LLP 7 TIMES SQUARE NEW YORK NY 10036 LEGAL 477236 YEHUDA RAVEH & CO 26 USISHKIN ST JERUSALEM IS 91077 LEGAL 390035 SOFTREK 30 BRYANT WOODS NORTH AMHERST NY 14228 IT SERVICES 367394 KPMG LLP PO BOX 120511 DALLAS TX 75312 ACCOUNTING 349283 15 244477 36802 79368545 1227899 79649824 4505823 -17593 4523416 159501106 126297280 33203826 33203826 33203826 OTHER 21186 21186 CATALOG SALES 5 5 21191 117380664 0 -17593 37748433 X 10642079 10642079 44153917 44153917 1478075 1030853 447222 8653755 3722103 4931652 448820 181531 267289 1579039 678376 900663 709192 335149 374043 345554 37252 269814 38488 1956931 383217 1397474 176240 351129 351129 107557 107557 1585772 1585772 239546 35115 120784 83647 74966 1636 73330 957632 1608 292756 663268 883685 2239 821761 59685 1318874 559754 759120 164816 54619 46923 63274 122341 411 78498 43432 398303 175688 222615 300317 131096 169221 OTHER 668116 20 486689 181407 PUBLIC RELATIONS 59547 6674 52873 OVERHEAD ALLOCATIONS -384243 -229092 -155151 76815720 55310477 12045368 9459875 177089 216137 21871392 27221145 1431028 422788 125745 64685 64288 61060 270203544 294638977 260335465 318884282 30059110 32612317 584141916 674056706 1926701 974972 12528878 7033878 98659299 107612899 113114878 115621749 X 191607975 248313109 279419063 310121848 471027038 558434957 584141916 674056706 X 40564944 45561227 1281748 X 0 1 X 1 0 X 91468252 51551874 57819134 56364667 79649824 336853751 91468252 51551874 57819134 56364667 79649824 336853751 24037870 312815881 3495262 5069210 6574874 4543880 4505823 24189049 308806 308806 90629 148315 51212 57802 21191 369149 361720755 0.86480 0.89360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CATALOG SALES - 2016 AMOUNT: $ 198. 2017 AMOUNT: $ 64. 2018 AMOUNT: $ 96. 2019 AMOUNT: $ 111. 2020 AMOUNT: $ 5. OTHER REVENUE - 2016 AMOUNT: $ 90,431. 2017 AMOUNT: $ 148,251. 2018 AMOUNT: $ 51,116. 2019 AMOUNT: $ 57,691. 2020 AMOUNT: $ 21,186. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44800 0 172224475 1829171 30007973 980214 9529830 193551575 145578503 6011605 28546188 1047645 6864176 172224475 164656564 700757 -5264475 501221 14013122 145578503 146719605 258743 20810945 3132729 164656564 149702242 1262356 6909385 11154378 146719605 0.52160 0.47840 0 0 125745 64685 61060 61060 ALTERNATIVE INVESTMENTS 318884282 F 318884282 DUE TO AFFILIATES AND OTHER RELATED PARTIES 102353129 LIABILITIES UNDER DEFERRED GIVING ARRANGEMENTS 5259770 107612899 X PART X, LINE 2: UNCERTAIN TAX POSITIONS THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX PROVISIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. TAXES ON DISALLOWED EXPENSES AND VALUE ADDED TAX PAID WERE INCLUDED IN THE SECTION OF THE EXPENSES ON WHICH THE TAX WAS IMPOSED. AS OF DECEMBER 31, 2020 AND 2019, THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR ANY UNRELATED INCOME TAX LIABILITIES WHICH WOULD HAVE A MATERIAL IMPACT UPON ITS CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE D, PART III, LINE 4 HADASSAH MEDICAL RELIEF ASSOCIATION, INC.'S WORKS OF ART REFLECT THE MISSION AND SPIRIT OF THE ORGANIZATION. WORKS OF ART REMAIN AT THE HWZOA/HMRA HEADQUARTERS IN NEW YORK AS WELL AS IN ISRAEL. SCHEDULE D, PART V, LINE 4 HMRA ENDOWMENT FUNDS REPRESENTED IN SCHEDULE D, PART V ARE COMPRISED OF PERMANENTLY RESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS. THE PERMANENTLY RESTRICTED NET ASSETS ARE SUBJECT TO DONOR-IMPOSED RESTRICTIONS, WHICH STIPULATE THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BUT PERMIT HMRA TO EXPEND PART OR ALL OF THE INCOME AND GAINS DERIVED THERE FROM. THE INCOME AND GAINS ARE TEMPORARILY RESTRICTED NET ASSETS. THESE FUNDS WILL BE USED TO ENHANCE HMRA'S MISSION WHICH IS TO SUPPORT HEALTHCARE, EDUCATION, YOUTH PROGRAMS AND THE QUALITY OF AMERICAN AND JEWISH LIFE IN THE UNITED STATES AND ISRAEL. 1 MIDDLE EAST & NORTH AFRICA 0 0 GRANT MAKING 43977347 NORTH AMERICA 0 0 GRANT MAKING 176570 CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 127620292 MIDDLE EAST & NORTH AFRICA 0 0 INVESTMENTS 448236 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES HEALTHCARE & EDUCATION 141444 0 0 0 0 0 0 172363889 0 172363889 MIDDLE EAST/NORTH AFRICA MEDICAL PROGRAMS 42334860 WIRE MIDDLE EAST/NORTH AFRICA EDUCATIONAL PROGRAMS 14349 WIRE MIDDLE EAST/NORTH AFRICA GENERAL SUPPORT 50000 WIRE MIDDLE EAST/NORTH AFRICA YOUTH SERVICES 827293 WIRE MIDDLE EAST/NORTH AFRICA MEDICAL PROGRAMS 750845 WIRE NORTH AMERICA MEDICAL PROGRAMS 176570 WIRE 6 1 0 1 1 1 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 2 ALL GRANTEES ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION ON THE USE OF THE FUNDS AND ANNUAL FINANCIAL STATEMENTS. THERE IS ONGOING COMMUNICATION BETWEEN ALL GRANTEES AND MANAGEMENT INCLUDING PERIODIC SITE VISITS. GRANTS ARE AWARDED AFTER BOARD APPROVAL. CRITERIA INCLUDE OVERALL FIT INTO HADASSAH MISSION AND AVAILABLE RESOURCES. SCHEDULE F, PART I, LINE 3 ACCORDING TO THE IRS' TIPS AND FAQS OF REPORTING OF CERTAIN ACTIVITIES OUTSIDE OF THE UNITED STATES THE ORGANIZATION MAY USE THE METHOD IT USED FOR ITS FINANCIAL STATEMENTS TO REPORT EXPENDITURES FOR SCHEDULE F, PART I, COLUMN (F). THE ORGANIZATION'S CURRENT ACCOUNTING PROCEDURES DO NOT SEPARATELY TRACK ALL EXPENDITURES AND SUCH EXPENDITURES ARE THEREFORE NOT REQUIRED TO BE INCLUDED IN PART I, COLUMN (F). X X X X X X X 1 360 PHILANTHROPY GROUP 1405 CLINTON STREET 204 HOBOKEN NJ 17030 CONSULTING 0 0 67685 -67685 ORR GROUP INC 3000 K STREET NW WASHINGTON DC 20007 CONSULTING 0 0 39872 -39872 107557 -107557 CA FL KY MI NJ PA TN VA WA SCHEDULE G, PART I, COLUMN (IV) GROSS RECEIPTS FROM ACTIVITY: ORR GROUP INC. & 360 PHILANTHROPY GROUP LLC PROVIDE FUNDRAISING STRATEGY. NO RELATED FUNDRAISING REVENUE IS ATTRIBUTABLE IN 2020. 1 HADASSAH THE WOMEN'S ZIONIST ORG OF AM 40 WALL STREET NEW YORK NY 10005 131656651 501(C)(3) 9973613 GENERAL SUPPORT UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 276000 MEDICAL PROGRAMS YOUNG JUDAEA GLOBAL 575 8TH AVENUE 11TH FLOOR NEW YORK NY 10018 452640858 501(C)(3) 256050 YOUTH PROGRAMS BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM WA 02454 042103552 501(C)(3) 80000 EDUCATIONAL PROGRAMS CAMP YOUNG JUDAEA HENDERSONVILLE 48 CAMP JUDAEA DRIVE HENDERSONVILLE NC 28792 586014651 501 (C)(3) 56416 YOUTH PROGRAMS 5 SCHEDULE I, PART I, LINE 2 ALL GRANTEES ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION ON THE USE OF THE FUNDS AND ANNUAL FINANCIAL STATEMENTS. THERE IS ONGOING COMMUNICATION BETWEEN ALL GRANTEES AND MANAGEMENT INCLUDING PERIODIC SITE VISITS. GRANTS ARE AWARDED AFTER BOARD APPROVAL. CRITERIA INCLUDE OVERALL FIT INTO HADASSAH MISSION AND AVAILABLE RESOURCES. 0 0 0 0 0 0 0 0 0 JANICE WEINMAN CHIEF EXECUTIVE OFFICER 295356 105943 0 0 6369 2284 21706 7786 27420 9836 350851 125849 0 0 SHERYL ZELIGSON GENERAL COUNSEL 288042 103319 0 0 1329 477 21401 7676 26654 9561 337426 121033 0 0 JOSHUA REDNIK CHIEF DEVELOPMENT OFFICER 362103 5701 0 0 620 10 25562 402 55829 879 444114 6992 0 0 RON ALONI CFO/COO 268096 96165 0 0 464 166 18917 6785 37320 13387 324797 116503 0 0 BART MINSKY HUMAN RESOURCES 198716 71278 0 0 3926 1408 14733 5285 25619 9190 242994 87161 0 0 LORI B LASSON PLANNED GIVING 240293 3783 0 0 2609 41 18355 289 54467 858 315724 4971 0 0 JODI WECHTER-LEVY FINANCE DIRECTOR 160243 57479 0 0 1062 381 11763 4220 16247 5828 189315 67908 0 0 LISA KANNER LEGAL 140639 50446 0 0 219 78 10620 3809 16296 5845 167774 60178 0 0 ELEANOR ROZLYNE GOLDHAR COMMUNICATION 10147 192800 0 0 319 6067 119 2258 262 4987 10847 206112 0 0 ADDITIONAL DISCLOSURE SCHEDULE J PART II COLUMN C CONSISTS ONLY OF CONTRIBUTIONS TO COMPANY RETIREMENT PLANS. PART II COLUMN D INCLUDES NOT ONLY EMPLOYER PROVIDED BENEFITS, BUT ALSO EMPLOYEE CONTRIBUTIONS FOR HEALTH INSURANCE, MEDICAL AND/OR CHILDCARE FLEXIBLE SPENDING ACCOUNTS, QUALIFIED TRANSPORTATION FRINGE BENEFITS, AND RETIREMENT PLANS. COMPENSATION OFFICERS AND KEY EMPLOYEES' SALARIES AND RELATED BENEFITS ARE PAID BY HADASSAH MEDICAL RELIEF ASSOCIATION, INC.'S RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA, EIN: 13-1656651]. THE HWZOA'S CURRENT ACCOUNTING PROCEDURES DO NOT SEPARATELY TRACK SUCH EXPENDITURES FOR EACH ORGANIZATION. HOWEVER, FOR PURPOSES OF PART VII AND SCHEDULE J, SALARIES ARE ALLOCATED BETWEEN HWZOA AND HMRA IN A MANNER CONSISTENT WITH THE ALLOCATION OF THE EXPENSES BETWEEN THE TWO ORGANIZATIONS. HMRA RELIES ON HWZOA FOR ESTABLISHING COMPENSATION OF THE TOP MANAGEMENT OFFICIAL THROUGH THE USE OF AN INDEPENDENT COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY OR COMPENSATION COMMITTEE. X 277 1227899 FMV 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS IS REPORTED. FORM 990, PART III, LINE 1 HADASSAH MEDICAL RELIEF ASSOCIATION, INC. ("HMRA") IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. HMRA SUPPORTS THE HADASSAH MEDICAL ORGANIZATION ("HMO"), YOUTH AND EDUCATIONAL INSTITUTIONS AND PROGRAMS OF REFORESTATION IN ISRAEL. IN THE U.S., HMRA SUPPORTS WOMEN'S HEALTH EDUCATION, JEWISH EDUCATION AND THE YOUNG JUDAEA YOUTH MOVEMENT. FORM 990, PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS LINE 4A: MEDICAL PROGRAMS: HADASSAH MEDICAL ORGANIZATION ("HMO") HAS BUILT BRIDGES TO PEACE THROUGH MEDICINE SINCE ITS BEGINNING IN 1918. HMO'S TWO HOSPITAL CAMPUSES- ONE IN EIN KEREM AND ONE IN MT. SCOPUS, JERUSALEM-SERVE THE LARGEST POPULATION GROUPS IN ISRAEL, TREATING ONE MILLION PATIENTS A YEAR, WITHOUT REGARD TO RACE, RELIGION OR NATIONALITY. THE SARAH WETSMAN DAVIDSON HOSPITAL TOWER IN EIN KEREM, DEDICATED IN 2012, IS HOME TO STATE-OF-THE-ART PATIENT ROOMS, OPERATING THEATERS, AND TRAUMA SERVICES. FIVE BELOW-GROUND FLOORS, HOUSING THE SURGICAL CENTER, ARE FORTIFIED AGAINST CONVENTIONAL, BIOLOGICAL OR CHEMICAL ATTACKS. THEY CAN BE CONVERTED INTO A SELF-SUFFICIENT HOSPITAL IN CASE OF ATTACK OR NATURAL DISASTER. MEDICAL PERSONNEL FROM AROUND THE WORLD COME TO HMO AND TO THE HADASSAH-HEBREW UNIVERSITY MEDICAL SCHOOL TO WATCH AND LEARN ABOUT EXTRAORDINARY PATIENT CARE IN VIRTUALLY EVERY MEDICAL FIELD. HMO IS RENOWNED FOR ITS RESEARCH; IT RECEIVES MORE THAN 50 PERCENT OF ISRAEL'S MEDICAL RESEARCH BUDGET, PERFORMS HALF OF ALL HOSPITAL RESEARCH IN ISRAEL, AND RECEIVES A SIGNIFICANT PERCENTAGE OF NATIONAL SCIENCE AWARDS GIVEN IN ISRAEL. SOME OF HMO'S LEADING PHYSICIANS COLLABORATE WITH DOCTORS IN THE US AND AROUND THE WORLD. THEY ALSO VISIT CITIES AROUND THE UNITED STATES, CONVERSING WITH MAJOR DONORS, POTENTIAL CONTRIBUTORS, AND MEMBERS ABOUT THE CUTTING-EDGE RESEARCH AND PATIENT CARE HAPPENING AT HMO. IN 2018, WE LAUNCHED THE 360 OF HEALING, FULL CIRCLE CAMPAIGN TO SUPPORT THE TRANSFORMATION OF THE ICONIC ROUND BUILDING AT HADASSAH HOSPITAL EIN KEREM. DURING 2020, WE DEDICATED SPACE IN THE ROUND BUILDING TO PATIENTS WITH COVID-19 TO ENSURE FULL HOSPITAL OPERATONS FOR ALL OTHER PATIENTS IN HADASSAH'S TWO HOSPITALS. THROUGH THEIR ACTIVE SUPPORT OF HADASSAH MEDICAL ORGANIZATION, THE MEN AND WOMEN OF HADASSAH INTERNATIONAL-REPRESENTING ALL FAITHS AND NATIONALITIES-CREATE A WORLDWIDE NETWORK FOR HEALING. WITH EXTRAORDINARY PHILANTHROPISTS, DAZZLING SPECIAL EVENTS, AND CREATIVE PARTNERSHIPS, HADASSAH INTERNATIONAL CONTINUES TO PLAY A KEY ROLE IN SUPPORTING HMO. LINE 4B: EDUCATIONAL PROGRAMS: HMRA PROVIDED SCHOLARSHIPS TO THE HADASSAH BRANDEIS INSTITUTE FROM THE JEANETTE & HARRY WEINBERG ENDOWMENT. LINE 4C: YOUTH PROGRAMS: HMRA SUPPORTS YOUTH ALIYAH VILLAGES THAT PROVIDE A SAFETY NET OF SERVICES, FOOD, SHELTER AND EDUCATION TO IMMIGRANTS AND AT-RISK ISRAELI CHILDREN FROM POOR OR ABUSIVE HOMES IN ISRAEL. WITH GUIDANCE, NURTURING, AND FIRST-RATE INSTRUCTION, STUDENTS LEARN THE SKILLS THEY NEED TO SUCCEED IN MODERN-DAY ISRAEL. NEARLY 90 PERCENT OF THE GRADUATES JOIN THE ISRAEL DEFENSE FORCES (IDF). YOUNG JUDAEA, THE ZIONIST YOUTH MOVEMENT IN THE US, DEVELOPS THE NEXT GENERATION OF VIBRANT JEWISH LEADERS THROUGH PROGRAMS FOR YOUNG MEN AND WOMEN, AGES 7-35, INCLUDING SUMMER CAMPS IN THE US FOR CHILDREN AND TEENS, AND A VARIETY OF PROGRAMS IN ISRAEL FOR TEENS AND YOUNG ADULTS. HADASSAH SUPPORTS YOUNG JUDAEA WITH FUNDING AND SCHOLARSHIPS THAT ENABLE PARTICIPATION BY MORE CHILDREN AND TEENS. AFTER 70+ YEARS AS PART OF HADASSAH, YOUNG JUDAEA GLOBAL, INC. IS NOW RESPONSIBLE FOR THESE PROGRAMS. DURING THE COVID-19 PANDEMIC, BOTH YOUTH ALIYAH AND YOUNG JUDAEA PROGRAMS CONTINUED TO OPERATE VIRTUALLY, AND WHERE POSSIBLE, IN PERSON. FORM 990, PART V, LINE 1 THE ORGANIZATION DOES NOT FILE FORMS 1099-MISC OR FORMS 1096. THE ORGANIZATION AND ITS RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. (HWZOA) (EIN:13-1656651), SHARE ADMINISTRATIVE RESPONSIBILITIES. AS SUCH, HWZOA ADMINISTERS PAYMENTS TO INDEPENDENT CONSULTANTS AND OTHER NON-EMPLOYEES AND ISSUES AND FURNISHES FORMS 1099-MISC, AS REQUIRED, AND IS RESPONSIBLE FOR FILING THE FORM 1096. EACH YEAR, THE ORGANIZATION IS ALLOCATED ITS SHARE OF THE INDEPENDENT CONTRACTORS PAYMENTS AND SIMILAR EXPENSES THAT REQUIRE A FORM 1099-MISC REPORTING, WHICH IS THE AMOUNT REFLECTED ON THE FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 6 HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. ("HWZOA") IS A VOLUNTEER AND A MEMBERSHIP WOMEN'S ORGANIZATION, WHOSE MEMBERS ARE MOTIVATED AND INSPIRED TO STRENGTHEN THEIR PARTNERSHIP WITH ISRAEL, ENSURE JEWISH CONTINUITY, AND REALIZE THEIR POTENTIAL AS A DYNAMIC FORCE IN AMERICAN SOCIETY. HWZOA'S MEMBERS ELECT THE DIRECTORS OF THE NATIONAL BOARD ANNUALLY AT THEIR NATIONAL BUSINESS MEETING EXCEPT FOR THE REGION PRESIDENT BOARD MEMBERS WHO SERVE AS DIRECTORS BY VIRTUE OF THEIR POSITION IN THE ORGANIZATION. THE MEMBERSHIP OF HADASSAH MEDICAL RELIEF ASSOCIATION, INC. ("HMRA") CONSISTS OF THE NATIONAL BOARD OF HWZOA. THE EXECUTIVE COMMITTEE OF HWZOA ALSO SERVES AS THE BOARD OF DIRECTORS OF HMRA. FORM 990, PART VI, SECTION A, LINE 7A SEE SCHEDULE O LINE 6 EXPLANATION ABOVE. FORM 990, PART VI, SECTION A, LINE 7B SEE SCHEDULE O LINE 6 EXPLANATION ABOVE. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY HWZOA AND IN CONSULTATION WITH HWZOA'S STAFF. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN CAREFULLY REVIEWED BY HWZOA. A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH OF THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. THE FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND IS ALSO ON HADASSAH'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL NATIONAL BOARD MEMBERS AND ALL NATIONAL STAFF WHO ARE CURRENTLY SERVING THE ORGANIZATION. WHEN A CONFLICT ARISES FOR ANY NATIONAL BOARD MEMBER, THAT NATIONAL BOARD MEMBER SHALL REPORT IT IN WRITING TO THE CHAIR OF THE ETHICS COMMITTEE. WHEN A CONFLICT OF INTEREST ARISES FOR ANY NATIONAL STAFF MEMBER, THAT STAFF MEMBER SHALL REPORT IT IN WRITING TO THEIR DIRECT SUPERVISOR AND TO THE DIRECTOR OF HUMAN RESOURCES. THE POTENTIAL CONFLICT IS THEN BROUGHT TO THE CHAIR OF THE ETHICS COMMITTEE. THE ETHICS COMMITTEE REVIEWS EACH DISCLOSURE AT A MEETING CONVENED FOR THAT PURPOSE. THE INTERESTED PERSON MAY NOT VOTE ON RELATED MATTER, OR PARTICIPATE IN OR BE PRESENT AT THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 HADASSAH MEDICAL RELIEF ASSOCIATION, INC. HAS NO EMPLOYEES. INSTEAD, SERVICES ARE PERFORMED ON ITS BEHALF BY ITS RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA, EIN: 13-1656651]. FOR PURPOSES OF PART VII, PART IX AND SCHEDULE J, SALARIES ARE ALLOCATED BETWEEN HWZOA AND HMRA IN A MANNER CONSISTENT WITH THE ALLOCATION OF THE EXPENSES BETWEEN THE TWO ORGANIZATIONS. WHEN A NEW OFFICER OR KEY EMPLOYEE IS HIRED, HWZOA CONDUCTS A REVIEW OF VARIOUS COMPARABILITY DATA FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, WITH THE ASSISTANCE OF OUTSIDE COUNSEL AND THE SEARCH FIRM. THE ORGANIZATION SETS COMPENSATION WITHIN THE RANGE OF THE GOING MARKET RATE. THE COMPENSATION AMOUNT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. NO INDIVIDUAL HAVING A CONFLICT OF INTEREST IS PERMITTED TO PARTICIPATE IN THE REVIEW OR DECISION. THESE PROCEDURES ARE DOCUMENTED CONTEMPORANEOUSLY. IN SUBSEQUENT YEARS, AN INDIVIDUAL MAY RECEIVE A SALARY INCREASE AS APPROVED BY THE COMPENSATION COMMITTEE. BONUSES ARE GENERALLY NOT AWARDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX - ALLOCATED EXPENSES GENERAL EXPLANATION ATTACHMENT SEE RELATED ENTITY'S FORM 990 - HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA [HWZOA]. THERE IS AN OVERHEAD ALLOCATION OF EXPENSES, INCLUDING SALARIES AND RELATED EMPLOYEE BENEFITS, ALL OF WHICH IS PAID BY HADASSAH MEDICAL RELIEF ASSOCIATION, INC.'S RELATED ORGANIZATION, HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. [HWZOA] [EIN: 13-1656651]. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,755,128. BAD DEBT EXPENSE -1,473,380. HADASSAH THE WOMEN'S ZIONIST ORGANIZATI 40 WALL STREET NEW YORK NY 10005 131656651 CHARITABLE NY 501(C)(3) LINE 7 N/A 1 THE HADASSAH FOUNDATION INC 40 WALL STREET NEW YORK NY 10005 134022483 CHARITABLE NY 501(C)(3) 12, I N/A 1 HADASSAH OFFICE IN ISRAEL 40 WALL STREET NEW YORK NY 10005 999999999 CHARITABLE IS N/A N/A N/A 1 HADASSAH INTERNATIONAL LTD 40 WALL STREET NEW YORK NY 10005 999999999 CHARITABLE BR N/A N/A N/A 1 HADASSAH MEXICO AC HACIENDA EL CIERVO HUIXQUILUCAN MX 7A-JR2 527 999999999 CHARITABLE MX N/A N/A N/A 1 HADASSAH MEDICAL ORGANIZATION KIRYAT HADASSAH PO BOX 1200 JERUSALEM IS 999999999 MEDICAL IS N/A N/A N/A 1 HADASSAH YOUTH SERVICES AMUTA C/O 40 WALL STREET NEW YORK IS 10005 999999999 CHARITABLE IS N/A N/A N/A 1 HADASSAH INTERNATIONAL ISRAEL LTD (CC) C/O 40 WALL STREET NEW YORK IS 10005 999999999 CHARITABLE IS N/A N/A N/A 1 MEIR SHFEYAH FOR PROMOTION OF EDUCATION C/O 40 WALL STREET NEW YORK IS 10005 999999999 CHARITABLE IS N/A N/A N/A 1 HADASSAH STIFTUNG DEUTSCHLAND HAMORSTRABE 16 NEUSS GM 41460 999999999 CHARITABLE GM N/A N/A N/A 1 HADASSAH SWITZERLAND C/O DR ALESCH STAEHELIN VORDERFEL MEILEN ZURICH SZ 8706 999999999 CHARITABLE SZ N/A N/A N/A 1 CHARITABLE REMAINDER ANNUITY TRUST (49) INVESTMENTS NY HWZOA T 0 CHARITABLE REMAINDER UNITRUSTS (15) INVESTMENTS NY HWZOA T 0 POOLED INCOME FUND (5) INVESTMENTS NY HWZOA T 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 HADASSAH THE WOMEN'S ZIONIST ORG OF AMER M 19552270 COST HADASSAH THE WOMEN'S ZIONIST ORG OF AMER B 9973613 COST HADASSAH INTERNATIONAL B 750845 COST HADASSAH MEDICAL ORGANIZATION B 41915390 COST HADASSAH MEXICO B 176570 COST HADASSAH THE WOMEN'S ZIONIST ORG OF AMER C 244477 COST SCHEDULE R, PART IV, COLUMN(H): HMRA HAS A GREATER THAN 50% BENEFICIAL INTEREST IN ALL THE REMAINDER TRUSTS.