JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-13
IRS object ID
202031959349300913
Schema version
2018v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T08:59:35-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN476097913PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEIM JOHNSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118081 BURT STREET SUITE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP680224722ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201123519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OMAHA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone4023346498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH 132ND STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD N EPSTEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4023346498PhoneNum
Signature2020-07-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY R COOLEYPreparerPersonNm
PTINP01523804PTIN
Phone4023302660PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.34.201.180IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-10IPDt
IP Tm07:32:28IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB319C935D5CD5DD24452FA9CD51ABCBD1A9C8C2CAtSubmissionCreationDeviceId
At Submission Filing Device Id5D066E2939FE45487034BD10C4A0DC94BE27FEF9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHOWARD N EPSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH 132ND STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,942,948GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFOFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI-$128,006TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$132,347NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,276,647PYContributionsGrantsAmt
CY Contributions Grants$5,760,481CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,586,169PYInvestmentIncomeAmt
CY Investment Income$1,063,183CYInvestmentIncomeAmt
PY Other Revenue$30,434PYOtherRevenueAmt
CY Other Revenue$36,668CYOtherRevenueAmt
PY Total Revenue$13,893,250PYTotalRevenueAmt
CY Total Revenue$6,860,332CYTotalRevenueAmt
PY Grants And Similar Paid$6,039,911PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,898,429CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$511,133CYTotalFundraisingExpenseAmt
PY Other Expenses$625,225PYOtherExpensesAmt
CY Other Expenses$629,300CYOtherExpensesAmt
PY Total Expenses$6,665,136PYTotalExpensesAmt
CY Total Expenses$8,527,729CYTotalExpensesAmt
PY Revenues Less Expenses$7,228,114PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,667,397CYRevenuesLessExpensesAmt
Total Assets BOY$97,943,962TotalAssetsBOYAmt
Total Assets EOY$100,904,792TotalAssetsEOYAmt
Total Liabilities BOY$13,477,704TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,273,209TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$84,466,258NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$85,631,583NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,989,471ExpenseAmt
Grant$7,898,429GrantAmt
DescJEWISH FEDERATION OF OMAHA FOUNDATION'S PURPOSE IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA, INC. AND OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES WHICH ARE DESCRIBED IN IRC SECTIONS 501(C)3 AND WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR FOUNDATION.Desc
Total Program Service Expenses$7,989,471TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD GOEDEKENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4023346434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH 132ND STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TED FRIEDLAND
PRESIDENT3.003.00Yes (X)Yes (X)$0$0$0
DAVID GILINSKY
VICE PRESIDENT3.003.00Yes (X)Yes (X)$0$0$0
DONALD GOLDSTEIN
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
ANDREW ROBINSON
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
BOB BELGRADE
DIRECTOR1.000.00Yes (X)$0$0$0
STEVEN BLOCH
DIRECTOR1.000.00Yes (X)$0$0$0
PAUL EPSTEIN
DIRECTOR1.000.00Yes (X)$0$0$0
GLORIA KASLOW
DIRECTOR1.000.00Yes (X)$0$0$0
HOWARD KOOPER
DIRECTOR1.000.00Yes (X)$0$0$0
JODY MALASHOCK
DIRECTOR1.000.00Yes (X)$0$0$0
MURRAY H NEWMAN
DIRECTOR1.000.00Yes (X)$0$0$0
STEVEN NOGG
DIRECTOR1.000.00Yes (X)$0$0$0
MARTY RICKS
DIRECTOR1.000.00Yes (X)$0$0$0
CARL RIEKES
DIRECTOR1.000.00Yes (X)$0$0$0
HARLEY D SCHRAGER
DIRECTOR1.000.00Yes (X)$0$0$0
JEFFREY SCHRAGER
DIRECTOR1.000.00Yes (X)$0$0$0
NORMAN VEITZER
DIRECTOR1.000.00Yes (X)$0$0$0
HOWARD EPSTEIN
FOUNDATION DIRECTOR40.000.00Yes (X)$0$154,804$9,525
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$154,804TotReportableCompRltdOrgAmt
Total Other Compensation$9,525TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$973,242RelatedOrganizationsAmt
All Other Contributions$4,787,239AllOtherContributionsAmt
Noncash Contributions$2,512,972NoncashContributionsAmt
Total Contributions$5,760,481TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$745,428TotalRevenueColumnAmt
Unrelated Business Revenue-$128,006UnrelatedBusinessRevenueAmt
Exclusion$873,434ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$400,371SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$82,616SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$317,755SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$317,755TotalRevenueColumnAmt
Exclusion$317,755ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFUND FEESDesc
Business561000BusinessCd
Total Revenue Column$36,668TotalRevenueColumnAmt
Exclusion$36,668ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$36,668OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,860,332TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$128,006UnrelatedBusinessRevenueAmt
Exclusion$1,227,857ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,812,838TotalAmt
Program Services$7,812,838ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$85,591TotalAmt
Program Services$85,591ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,116TotalAmt
Program Services$2,116ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,125TotalAmt
Management And General$27,125ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,860TotalAmt
Program Services$800ProgramServicesAmt
Fundraising$6,060FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,425TotalAmt
Program Services$785ProgramServicesAmt
Fundraising$15,640FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,185TotalAmt
Fundraising$6,185FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,466TotalAmt
Fundraising$23,466FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$596TotalAmt
Fundraising$596FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$24,778TotalAmt
Program Services$21,615ProgramServicesAmt
Fundraising$3,163FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,778TotalAmt
Program Services$15,820ProgramServicesAmt
Fundraising$6,958FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
REIMBURSEMENT - SALARIE$447,877$43,957$403,920
REIMBURSEMENT - PAYROLL$25,917$3,353$22,564
REIMBURSEMENT - BENEFIT$18,561$2,288$16,273
ENDOWMENT EXPENSE$4,357$100$4,257

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,259TotalAmt
Program Services$208ProgramServicesAmt
Fundraising$2,051FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,527,729TotalAmt
Program Services$7,989,471ProgramServicesAmt
Management And General$27,125ManagementAndGeneralAmt
Fundraising$511,133FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$450BOYAmt
EOY$823EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,700,609BOYAmt
EOY$2,799,582EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$99,219BOYAmt
EOY$221,690EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,576,580BOYAmt
EOY$38,221,369EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$56,129,004BOYAmt
EOY$58,847,996EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,432,045BOYAmt
EOY$805,892EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,055BOYAmt
EOY$7,440EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$97,943,962BOYAmt
EOY$100,904,792EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$272,448BOYAmt
EOY$417,264EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$13,022,909BOYAmt
EOY$14,688,943EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$182,347BOYAmt
EOY$167,002EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,477,704BOYAmt
EOY$15,273,209EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$58,355,544BOYAmt
EOY$58,128,919EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,367,477BOYAmt
EOY$4,733,803EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,743,237BOYAmt
EOY$22,768,861EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,466,258BOYAmt
EOY$85,631,583EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$97,943,962BOYAmt
EOY$100,904,792EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,667,397ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,832,722NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FED OF OMAHA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN470384659EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$5,915,807SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$5,915,807SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationSUPPORT IS ALSO PROVIDED TO OTHER 501(C)(3) ORGANIZATIONS OF WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR THE FOUNDATION.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held289DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,722,178DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$3,315,873DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$27,048,729DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,889,354BeginningYearBalanceAmt
Contributions$1,068,924ContributionsAmt
Investment Earnings Or Losses$1,350,312InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,027,582GrantsOrScholarshipsAmt
End Year Balance$29,281,008EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,289,416BeginningYearBalanceAmt
Contributions$4,337,114ContributionsAmt
Investment Earnings Or Losses$1,289,558InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,026,734GrantsOrScholarshipsAmt
End Year Balance$27,889,354EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,714,443BeginningYearBalanceAmt
Contributions$1,532,856ContributionsAmt
Investment Earnings Or Losses$1,676,147InvestmentEarningsOrLossesAmt
Grants Or Scholarships$634,030GrantsOrScholarshipsAmt
End Year Balance$23,289,416EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,879,595BeginningYearBalanceAmt
Contributions$216,263ContributionsAmt
Investment Earnings Or Losses-$398,374InvestmentEarningsOrLossesAmt
Grants Or Scholarships$983,041GrantsOrScholarshipsAmt
End Year Balance$20,714,443EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,640,737BeginningYearBalanceAmt
Contributions$967,697ContributionsAmt
Investment Earnings Or Losses$168,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$897,764GrantsOrScholarshipsAmt
End Year Balance$21,879,595EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15760BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.84240PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE REMAINDER TRUST$2,553,248F
CASH SURRENDER VALUE OF LIFE INSURANCE$328,883F
JEWISH FEDERATION OF METRO CHICAGO PEP INT$28,232,362F
JEWISH COMMUNITY ENDOWMENT POOL, LLP$27,732,630F
CHECKS IN TRANSIT$873F
FieldValueIRS element (for citing)
Total Book Value Securities$58,847,996TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE REMAINDER TRUSTDesc
Amt$167,002Amt
FieldValueIRS element (for citing)
Total Liability$167,002TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE FOUNDATION HOLDS ASSETS IN TRUST FOR VARIOUS ORGANIZATIONS IN A FIDUCIARY CAPACITY. THE FOUNDATION MANAGES THE ASSETS AND CAN ONLY MAKE DISTRIBUTIONS AT THE REQUEST OF THE OWNERS. THE ASSETS ARE INCLUDED IN INVESTMENTS AND LIABILITIES IN CUSTODIAL FUNDS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION.
PART V, LINE 4:ENDOWMENT FUNDS HELD BY THE JEWISH FEDERATION OF OMAHA FOUNDATION ARE USED TO SUPPORT PROGRAMS MANAGED BY THE JEWISH FEDERATION OF OMAHA INCLUDING SCHOLARSHIPS, EDUCATION ACTIVITIES, AND OTHER PROGRAM EXPENSES.
PART X, LINE 2:THE FEDERATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND HAS RECEIVED A DETERMINATION LETTER THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE FEDERATION'S TAX-EXEMPT STATUS. IN GENERAL, SUCH STANDARDS REQUIRE THE FEDERATION TO MEET A COMMUNITY BENEFITS STANDARD AND COMPLY WITH VARIOUS LAWS AND REGULATIONS. THE FEDERATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE FEDERATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2019 AND 2018, THE FEDERATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. THE FEDERATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FEDERATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (66 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN FRIENDS OF NER YAAKOV
144-25 JEWEL AVENUEFLUSHINGNY11367521577399501(C) (3)$15,000GENERAL SUPPORT
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158131818723501(C) (3)$44,200GENERAL SUPPORT
BETH EL SYNAGOGUE
14506 CALIFORNIA STREETOMAHANE68154470388140501(C) (3)$136,209GENERAL SUPPORT
BETH ISRAEL SYNAGOGUE
12604 PACIFIC STREETOMAHANE68154470388010501(C) (3)$22,869GENERAL SUPPORT
CHABAD LUBAVITCH OF NEBRASKA
1866 S 120TH STREETOMAHANE68144363552582501(C) (3)$15,471GENERAL SUPPORT
AMERICAN FRIENDS OF THE PERES INST FOR PEACE INC
200 S BISCAYNE BLVD SUITE 1680MIAMIFL33131133940178501(C) (3)$20,000GENERAL SUPPORT
FILM STREAMS
PO BOX 8485OMAHANE68108202549448501(C) (3)$14,500GENERAL SUPPORT
AMERICAN HEART ASSOCIATION
9900 NICHOLAS AVE SUITE 200OMAHANE68114135613797501(C) (3)$7,600GENERAL SUPPORT
FRIEDEL JEWISH ACADEMY
335 S 132ND STREETOMAHANE68154051998366501(C) (3)$145,759GENERAL SUPPORT
JEWISH FEDERATION OF OMAHA
333 S 132ND STREETOMAHANE68154470384659501(C) (3)$5,915,807GENERAL SUPPORT
NEBRASKA JEWISH HISTORICAL SOCIETY
333 S 132ND STREETOMAHANE68154431271156501(C) (3)$28,525GENERAL SUPPORT
ASPEN JEWISH CONGREGATION
77 MEADOWWOOD DRIVEASPENCO81611840723135501(C) (3)$5,000GENERAL SUPPORT
PLANNED PARENTHOOD OF THE HEARTLAND
PO BOX 4557DES MOINESIA50305420727488501(C) (3)$67,100GENERAL SUPPORT
TEMPLE ISRAEL
13111 STERLING RIDGE DRIVEOMAHANE68144470376590501(C) (3)$108,008GENERAL SUPPORT
UNITED WAY OF THE MIDLANDS
1805 HARNEY STREETOMAHANE68102470376605501(C) (3)$45,150GENERAL SUPPORT
UNIVERSITY OF NEBRASKA FOUNDATION
2285 S 67TH STREET 200OMAHANE68106470379839501(C) (3)$90,132GENERAL SUPPORT
CENTRAL HIGH SCHOOL FOUNDATION
1111 N 13TH STREET SUITE 318OMAHANE68102911771983501(C) (3)$27,250GENERAL SUPPORT
FIRST UNITED METHODIST CHURCH
7020 CASS STREETOMAHANE68132470408262501(C) (3)$12,570GENERAL SUPPORT
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137590624404501(C) (3)$57,000GENERAL SUPPORT
HEBREW THEOLOGICAL COLLEGE
7135 NORTH CARPENTER ROADSKOKIEIL60077362167095501(C) (3)$10,000GENERAL SUPPORT
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134470378997501(C) (3)$33,700GENERAL SUPPORT
OMAHA BOTANICAL CENTER
100 BANCROFT STREETOMAHANE68108470659701501(C) (3)$8,150GENERAL SUPPORT
OMAHA CHAMBER MUSIC SOCIETY
7914 W DODGE ROAD 364OMAHANE68114470838822501(C) (3)$6,882GENERAL SUPPORT
OMAHA COMMUNITY FOUNDATION
3555 FARNAM STREET SUITE 222OMAHANE68131363789990501(C) (3)$28,406GENERAL SUPPORT
POLICE ATHLETICS FOR COMMUNITY ENGAGEMENT
PO BOX 24251OMAHANE68124465041453501(C) (3)$10,000GENERAL SUPPORT
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVE POB 5632MONTGOMERYAL36177630598743501(C) (3)$6,200GENERAL SUPPORT
STREET KIDS INTERNATIONAL
PO BOX 6473LINCOLNNE68506470804591501(C) (3)$100,000GENERAL SUPPORT
HEALTH VOLUNTEERS OVERSEAS
1900 L STREET NWWASHINGTONDC20036521485477501(C) (3)$10,000GENERAL SUPPORT
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240501(C) (3)$15,000GENERAL SUPPORT
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048951643388501(C) (3)$5,000GENERAL SUPPORT
OMAHA AREA YOUTH ORCHESTRA INC
1905 HARNEY STREET SUITE 630OMAHANE68102470609748501(C) (3)$13,250GENERAL SUPPORT
OMAHA CONSERVATORY OF MUSIC
7023 CASS STREETOMAHANE68132470384657501(C) (3)$42,750GENERAL SUPPORT
OMAHA PERFORMING ARTS SOCIETY
1200 DOUGLAS STREETOMAHANE68102470832480501(C) (3)$14,150GENERAL SUPPORT
OMAHA SPORTS COMMISSION
1004 FARNAM STREETOMAHANE68102200724954501(C) (3)$8,500GENERAL SUPPORT
POTTAWATTAMIE ARTS CULTURE AND ENTERTAINMENT
1228 SOUTH MAIN STREET SUITE 115COUNCIL BLUFFSIA51503421185311501(C) (3)$11,000GENERAL SUPPORT
PRO PUBLICA INC
155 AVENUE OF THE AMERICAS 13THNEW YORKNY10013142007220501(C) (3)$6,000GENERAL SUPPORTFLOOR
SALVATION ARMY
3612 CUMING STREETOMAHANE68131133485289501(C) (3)$14,200GENERAL SUPPORT
SUBURBAN ROTARY CHARITABLE FOUNDATION
4089 SOUTH 84 ST PMB 317OMAHANE68127363544327501(C) (3)$5,800GENERAL SUPPORT
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3701 LOCUST WALKPHILADELPHIAPA19104231352685501(C) (3)$7,000GENERAL SUPPORT
BIG BROTHERS BIG SISTERS MIDLANDS
10831 OLD MILL ROAD SUITE 400OMAHANE68154470466144501(C) (3)$5,750GENERAL SUPPORT
CASA FOR DOUGLAS COUNTY
2412 ST MARYS AVENUEOMAHANE68105352171298501(C) (3)$6,000GENERAL SUPPORT
CENTRAL PA YOUTH BALLET
5 NORTH ORANGE STREET SUITE 3CARLISLEPA17013231971982501(C) (3)$5,000GENERAL SUPPORT
COLONIAL BEACH FOUNDATION
PO BOX 375COLONIAL BEACHVA22443753182454501(C) (3)$15,000GENERAL SUPPORT
FOOD BANK OF THE HEARTLAND
10525 J STREETOMAHANE68127470637701501(C) (3)$8,000GENERAL SUPPORT
GIRLS INCORPORATED OF OMAHA
2811 NORTH 45TH STREETOMAHANE68104470562184501(C) (3)$10,500GENERAL SUPPORT
HELP YOURSELF FOUNDATION
1090 AVON ROADSCHENECTADYNY12308320147415501(C) (3)$7,500GENERAL SUPPORT
INCLUSIVE COMMUNITIES
6001 DODGE STREET CEC 122OMAHANE68182203290755501(C) (3)$5,380GENERAL SUPPORT
JEWISH FEDERATION OF GREATER KANSAS CITY
5801 W 115TH STREET SUITE 201OVERLAND PARKKS66211440545913501(C) (3)$5,000GENERAL SUPPORT
MICHIGAN STATE UNIVERSITY
535 CHESTNUT ROAD 300EAST LANSINGMI48824383626738501(C) (3)$5,000GENERAL SUPPORT
MIDWEST CENTER FOR HOLOCAUST EDUCATION
5801 W 115TH STREET SUITE 106OVERLAND PARKKS66211481127376501(C) (3)$5,000GENERAL SUPPORT
NEBRASKA CULTURAL ENDOWMENT
1004 FARNAM STREETOMAHANE68102470813703501(C) (3)$10,500GENERAL SUPPORT
NO MORE EMPTY POTS
8511 N 30TH STREETOMAHANE68112272427728501(C) (3)$7,000GENERAL SUPPORT
NORTHSTAR FOUNDATION
4242 N 49TH AVEOMAHANE68104260494022501(C) (3)$12,200GENERAL SUPPORT
OMAHA PUBLIC LIBRARY FOUNDATION
215 S 15TH STREETOMAHANE68102363411575501(C) (3)$5,725GENERAL SUPPORT
OMAHA PUBLIC SCHOOLS FOUNDATION
3861 FARNAM STREETOMAHANE68131363301526501(C) (3)$7,000GENERAL SUPPORT
OMAHA SYMPHONY ASSOCIATION
1905 HARNEY STREET SUITE 400OMAHANE68102476039304501(C) (3)$10,500GENERAL SUPPORT
OPERA OMAHA
1850 FARNAM STREETOMAHANE68102476032795501(C) (3)$10,000GENERAL SUPPORT
PITTSBURGH ZOO
ONE WILD PLACEPITTSBURGHPA15206251418766501(C) (3)$8,000GENERAL SUPPORT
PROJECT HARMONY
11949 Q STREETOMAHANE68137470789054501(C) (3)$5,650GENERAL SUPPORT
ROSE PERFORMING ARTS CENTER
2001 FARNAM STREETOMAHANE68102363964320501(C) (3)$14,100GENERAL SUPPORT
SAVING GRACE PERSHABLE FOOD RESCUE
4611 S 96TH STREETSUITE 112OMAHANE68127461852863501(C) (3)$5,000GENERAL SUPPORT
SCHENECTADY WIN
1090 AVON ROADSCHENECTADYNY12308813286825501(C) (3)$7,500GENERAL SUPPORT
TEMPLE EMANU EL
51 GRAPE STREETDENVERCO80220591145961501(C) (3)$5,485GENERAL SUPPORT
TULANE UNIVERSITY
6823 ST CHARLES AVENUENEW ORLEANSLA70118720423889501(C) (3)$10,000GENERAL SUPPORT
WENDYS FELINE FRIENDS
1228 HOLLY VISTA DRIVECOLONIAL BEACHVA22443371470743501(C) (3)$10,000GENERAL SUPPORT
FJC
520 EIGHTH AVE 20TH FLOORNEW YORKNY10018133848582501(C) (3)$33,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org66Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient13RecipientCnt
Cash Grant$85,591CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS TO ORGANIZATIONS: GRANTEE IS REQUIRED TO REPORT ANNUALLY ON THE USE OF FUNDS AND CONSISTENCY WITH ORIGINAL PURPOSE WHEN GRANT WAS APPROVED. GRANTS ARE DISBURSED AFTER PROGRAMS AND SERVICES ARE PROVIDED, AND RECEIPTS FOR THE COSTS ARE SUBMITTED TO THE FOUNDATION. GRANTS TO INDIVIDUALS: SCHOLARSHIP RECIPIENTS ARE ISSUED CHECKS PAYABLE TO COLLEGE/SCHOOL TO PAY TUITION, AND ARE REQUIRED TO SUBMIT TRANSCRIPTS FOR COURSEWORK.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHOWARD EPSTEINPersonNm
TitleFOUNDATION DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$154,804CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$7,854DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$1,671NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$164,329TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationTHE EXECUTIVE DIRECTOR IS COMPENSATED BY THE JEWISH FEDERATION OF OMAHA, INC., A RELATED ORGANIZATION. HIS COMPENSATION IS ESTABLISHED BY THE REVIEW AND APPROVAL BY THE PRESIDENT OF THE FOUNDATION BOARD AND THE USE OF COMPARABLE DATE. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$2,512,972NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE HIGH/LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2JEFFREY SCHRAGER AND HARLEY SCHRAGER SHARE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE JEWISH FEDERATION OF OMAHA, A RELATED ORGANIZATION, HAS THE ABILITY TO APPOINT AND APPROVE ALL BOARD MEMBERS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE JFO CONTROLLER. WHEN THE 990 HAS BEEN PREPARED, IT IS THEN REVIEWED BY THE CONTROLLER AND CFO. COPIES OF THE RETURN ARE PROVIDED TO THE FOUNDATION EXECUTIVE DIRECTOR AFTER REVIEW. THE RETURN IS APPROVED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CPERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE PRESIDENT OF THE BOARD OF DIRECTORS ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT OF THE BOARD OF DIRECTORS, THE PRESIDENT WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S CFO AND CONTROLLER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED.
FORM 990, PART VI, SECTION B, LINE 15APOLICY ON THE PROCESS FOR DETERMINING COMPENSATION: THIS POLICY ON THE PROCESS FOR DETERMINING COMPENSATION OF THE JEWISH FEDERATION OF OMAHA FOUNDATION APPLIES TO THE COMPENSATION OF THE FOLLOWING PERSONS EMPLOYED BY THE ORGANIZATION: EXECUTIVE DIRECTOR THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE PRESIDENT OF THE FOUNDATION BOARD; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE PRESIDENT OF THE FOUNDATION BOARD, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE ONLY COMPENSATED OFFICER OF THE FOUNDATION IS THE EXECUTIVE DIRECTOR. PROCESS OF DETERMINING COMPENSATION FOR THIS INDIVIDUAL IS DESCRIBED ABOVE. AS THERE ARE NO OTHER OFFICERS RECEIVING COMPENSATION AND THERE ARE NO KEY EMPLOYES OF THE ORGANIZATION, LINE 15B HAS BEEN CHECKED NO.
FORM 990, PART VI, SECTION C, LINE 19THE JEWISH FEDERATION OF OMAHA FOUNDATION CONSOLIDATES ITS FINANCIALS WITH THE JEWISH FEDERATION OF OMAHA. THESE FINANCIALS ARE POSTED ON THE FEDERATION'S WEBSITE. THE FOUNDATION MAKES ITS 990 AND OTHER POLICIES AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 2C:THE BOARD OF DIRECTORS FOR THE JEWISH FEDERATION OF OMAHA INC., A RELATED ORGANIZATION, ASSUMES RESPONSIBILITIY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
JEWISH FEDERATION OF OMAHA INC
333 S 132ND STREETOMAHANE68154470384659SKILLED NURSING, COMMUNITY CENTER AND SOCIAL SERVICESNE501(C)(3)7N/A0
PARDES FOUNDATION
333 S 132ND STREETOMAHANE68154470824776MANAGE PROPERTYNE501(C)(3)12AYes (1)JEWISH FEDERATION OF OMAHA INC
FEDERATION MANOR INC
333 S 132ND STREETOMAHANE68154470623016LOW INCOME HOUSINGNE501(C)(3)7Yes (1)JEWISH FEDERATION OF OMAHA INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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