JEWISH FEDERATION OF CINCINNATI: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF CINCINNATI (EIN 31-0537174)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349308049
- Schema version
- 2018v3.1
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:03:02-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Cincinnati | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5139851500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shepard H Englander | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 5139851500 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.196.129.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 12:41:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CA9B4A504D0314FA2A13CFD5AFE390DEF715523 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Shepard H Englander | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,198,146 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jewishcincinnati.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Jewish Federation of Cincinnati brings our community together to care for Jews. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,704,385 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,542,945 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $710,422 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $924,530 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,153,778 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,156,095 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $20,568,585 | PYTotalRevenueAmt |
| CY Total Revenue | $20,623,570 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,453,069 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,624,911 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,253,215 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,117,968 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,569,782 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,016,288 | PYOtherExpensesAmt |
| CY Other Expenses | $2,138,119 | CYOtherExpensesAmt |
| PY Total Expenses | $16,722,572 | PYTotalExpensesAmt |
| CY Total Expenses | $21,880,998 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,846,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,257,428 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $196,350,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,910,310 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $98,750,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,307,941 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,600,136 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,602,369 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,913,628 | ExpenseAmt |
| Grant | $7,983,738 | GrantAmt |
| Revenue | $59,591 | RevenueAmt |
| Desc | The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,556,667 | ExpenseAmt |
| Grant | $79,683 | GrantAmt |
| Revenue | $864,939 | RevenueAmt |
| Desc | The Federation has a shared business service program where it provides accounting, human resource, and IT services to various Jewish agencies in the Cincinnati area. The Federation also has a security program providing security initiatives to five other Jewish agencies in the Cincinnati area. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,127,687 | ExpenseAmt |
| Grant | $880,934 | GrantAmt |
| Desc | The Federation administers an overnight camping and Israel travel grant program. Cincy Journeys helps every child attend overnight Jewish camp and every young adult travel and learn in Israel, giving them the skills, experience, and desire to become tomorrow's community leaders. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,945,853 | ExpenseAmt |
| Grant | $5,680,556 | GrantAmt |
| Desc | Donor Advised Funds management | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,945,853 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,680,556 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $18,543,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | 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 | Emily Anslinger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139851500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8499 Ridge Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Elida Kamine Yamson | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Renee Kamrass | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Tedd Friedman | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Donald Shuller | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Debbie Brant | |||||||
| Vice President | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Bonnie Ullner | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Bret Caller | |||||||
| Trustee | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Janet Cohen | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Charles Frank | |||||||
| Jewish Communal Partner Re - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Bryna Miller | |||||||
| Educational Partner Repres - Term ended4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Elida Kamine | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Donald Shuller | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Beth Guttman | |||||||
| Trustee - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Noah Stern | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Jan Frankel | |||||||
| Jewish Communal Partner Re - Term Ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Gary Greenberg | |||||||
| President | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Craig Hoffheimer | |||||||
| Congregational Partner Rep - Term Ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Yehiel Mickey Fishman | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mark Mayer | |||||||
| Congregational Partner Rep - Term Ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mike Kadetz | |||||||
| Member - Term Ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Arna Poupko Fisher | |||||||
| Vice President | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Marty Hiudt | |||||||
| Vice President | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Mark Miller | |||||||
| Community Wide Partner Rep | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mickey Fishman | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Marcie Bachrach | |||||||
| Vice President | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Marc Randolph | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Lori Frischer | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Rabbi Yitzhak Goldstein | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Josh Blatt | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Zalmy Reisman | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Josh Frankel | |||||||
| Educational Partner Repres - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Philip Cohen | |||||||
| Trustee Emeriti - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Rabbi Meredith Kahan | |||||||
| Member/Rabbbinic Represent - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Todd Schild | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Dauer | |||||||
| Vice President - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Suzy Marcus-Goldberg | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Suzette Fisher | |||||||
| Vice President | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Shimon Bachrach | |||||||
| Educational Partner Repres - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Sherri Symson | |||||||
| Vice President | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Ronna Schneider | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Scott Joseph | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Jay Price | |||||||
| Vice President - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Scot Perlman | |||||||
| Secretary/Treasurer | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Sally Korkin | |||||||
| Member - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Ross Evans | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Walter Spiegel | |||||||
| Vice President | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Matt Rosensweet | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Richard Weiland | |||||||
| Trustee Emeriti - Term ended 4/18 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Ariella Cohen | |||||||
| Vice President - Joined 5/18 | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael Kadetz | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Andy Abel | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Brooke Guigui | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| John Cohen | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Shelly Gerson | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Liz Vogel | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Joshua Frankel | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Meredith Kahan | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Alan Brown | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Mike Maltinsky | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Patti Heldman | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca Goldwasser | |||||||
| Member - Joined 5/2018 | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Renee Levy | |||||||
| Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| Shepard Englander | |||||||
| Chief Executive Officer | 55.00 | $430,423 | $0 | $34,807 | Yes (X) | ||
| Danielle Minson | |||||||
| Chief Development Officer | 55.00 | $198,361 | $0 | $20,785 | Yes (X) | ||
| Barb Miller | |||||||
| Director of Community Buil | 55.00 | $141,418 | $0 | $12,989 | Yes (X) | ||
| Pam Geller | |||||||
| Chief Marketing Officer | 55.00 | $120,306 | $0 | $6,389 | Yes (X) | ||
| Jim Friedman | |||||||
| Director of Planned Giving | 45.00 | $114,806 | $0 | $14,508 | Yes (X) | ||
| Valerie Krueckeberg | |||||||
| Managing Director, SBS | 55.00 | $122,745 | $0 | $11,100 | Yes (X) | ||
| Lindsey Wade | |||||||
| Chief of Staff | 55.00 | $109,421 | $0 | $20,154 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,237,480 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $120,732 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $75,000 | FederatedCampaignsAmt |
| All Other Contributions | $15,467,945 | AllOtherContributionsAmt |
| Noncash Contributions | $2,649,098 | NoncashContributionsAmt |
| Total Contributions | $15,542,945 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Shared Business Service Fees | 900099 | $762,109 | $762,109 |
| Phil Funds Admin Fee | 900099 | $141,665 | $141,665 |
| Program Event Revenue | 900099 | $20,756 | $20,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $924,530 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,718,463 | TotalRevenueColumnAmt |
| Exclusion | $2,718,463 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,012,208 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,574,576 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,437,632 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,437,632 | TotalRevenueColumnAmt |
| Exclusion | $1,437,632 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,623,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $924,530 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,156,095 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,255,616 | TotalAmt |
| Program Services | $13,255,616 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,295 | TotalAmt |
| Program Services | $1,369,295 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,377 | TotalAmt |
| Program Services | $287,402 | ProgramServicesAmt |
| Management And General | $124,571 | ManagementAndGeneralAmt |
| Fundraising | $272,404 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,541,579 | TotalAmt |
| Program Services | $1,854,773 | ProgramServicesAmt |
| Management And General | $1,009,257 | ManagementAndGeneralAmt |
| Fundraising | $677,549 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,443 | TotalAmt |
| Program Services | $48,748 | ProgramServicesAmt |
| Management And General | $7,047 | ManagementAndGeneralAmt |
| Fundraising | $11,648 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,226 | TotalAmt |
| Program Services | $345,136 | ProgramServicesAmt |
| Management And General | $65,733 | ManagementAndGeneralAmt |
| Fundraising | $120,357 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,343 | TotalAmt |
| Program Services | $186,734 | ProgramServicesAmt |
| Management And General | $37,302 | ManagementAndGeneralAmt |
| Fundraising | $69,307 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,195 | TotalAmt |
| Program Services | $18,948 | ProgramServicesAmt |
| Management And General | $11,845 | ManagementAndGeneralAmt |
| Fundraising | $1,402 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,600 | TotalAmt |
| Program Services | $19,774 | ProgramServicesAmt |
| Management And General | $12,362 | ManagementAndGeneralAmt |
| Fundraising | $1,464 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,819 | TotalAmt |
| Program Services | $202,934 | ProgramServicesAmt |
| Management And General | $126,865 | ManagementAndGeneralAmt |
| Fundraising | $15,020 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,733 | TotalAmt |
| Program Services | $210,674 | ProgramServicesAmt |
| Management And General | $36,163 | ManagementAndGeneralAmt |
| Fundraising | $97,896 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,728 | TotalAmt |
| Program Services | $47,088 | ProgramServicesAmt |
| Management And General | $58,839 | ManagementAndGeneralAmt |
| Fundraising | $3,801 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,063 | TotalAmt |
| Program Services | $260,173 | ProgramServicesAmt |
| Management And General | $56,948 | ManagementAndGeneralAmt |
| Fundraising | $68,942 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,833 | TotalAmt |
| Program Services | $116,415 | ProgramServicesAmt |
| Management And General | $60,266 | ManagementAndGeneralAmt |
| Fundraising | $45,152 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,544 | TotalAmt |
| Program Services | $193,126 | ProgramServicesAmt |
| Management And General | $62,835 | ManagementAndGeneralAmt |
| Fundraising | $147,583 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other expense | $123,293 | $52,909 | $66,113 | $4,271 |
| Employee Training and r | $114,250 | $63,765 | $18,333 | $32,152 |
| Subcription & Dues | $24,061 | $10,325 | $12,902 | $834 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,880,998 | TotalAmt |
| Program Services | $18,543,835 | ProgramServicesAmt |
| Management And General | $1,767,381 | ManagementAndGeneralAmt |
| Fundraising | $1,569,782 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,745,853 | BOYAmt |
| EOY | $8,544,111 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,793,094 | BOYAmt |
| EOY | $10,081,373 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,126,622 | BOYAmt |
| EOY | $2,884,791 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,080,000 | BOYAmt |
| EOY | $727,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,676 | BOYAmt |
| EOY | $439,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,756,777 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,659,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,539 | BOYAmt |
| EOY | $1,097,776 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,151,202 | BOYAmt |
| EOY | $50,341,739 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,119,919 | BOYAmt |
| EOY | $24,888,555 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,513,055 | BOYAmt |
| EOY | $3,905,431 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,350,960 | BOYAmt |
| EOY | $102,910,310 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,018 | BOYAmt |
| EOY | $1,830,460 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,428,030 | BOYAmt |
| EOY | $4,692,241 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,191,776 | BOYAmt |
| EOY | $9,057,740 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,080,000 | BOYAmt |
| EOY | $727,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,750,824 | BOYAmt |
| EOY | $16,307,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,749,745 | BOYAmt |
| EOY | $45,990,332 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,936,745 | BOYAmt |
| EOY | $34,143,099 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,913,646 | BOYAmt |
| EOY | $6,468,938 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,600,136 | BOYAmt |
| EOY | $86,602,369 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,350,960 | BOYAmt |
| EOY | $102,910,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,257,428 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,138,838 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$601,501 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $17,744,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,237,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,413,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,704,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,542,945 | CurrentTaxYearAmt |
| Total | $93,642,654 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,744,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,237,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,413,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,704,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,542,945 | CurrentTaxYearAmt |
| Total | $93,642,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,926,189 | SubstantialContributorsTotAmt |
| Public Support Total170 | $69,716,465 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $707,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $725,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,095,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,992,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,718,463 | CurrentTaxYearAmt |
| Total | $7,240,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $100,883,085 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,816,711 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $42,374 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,234 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $44,608 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Collected signatures, canvassed and held voter education forum in support of Ohio Issue 1. Advocated in support of various immigration policy. Advocated in support of various policy to protect the State of Israel and ensure a strong US- Israel relationship. Advocated in support of state and federal legislation to enhance programming and security funding for nonprofits and houses of worship. Advocated in support of state and federal legislation to enhance gun safety. Advocated in support of federal legislation to protect the social service safety net. Advocated in support of federal legislation to condemn antisemitism. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 139 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,893,764 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $9,350,735 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $22,223,106 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $57,191,776 | BeginningBalanceAmt |
| Additions During Year | $40,730,354 | AdditionsDuringYearAmt |
| Distributions During Year | $88,864,390 | DistributionsDuringYearAmt |
| Ending Balance | $9,057,740 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,618,756 | BeginningYearBalanceAmt |
| Contributions | $2,135,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,286,295 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,909,147 | GrantsOrScholarshipsAmt |
| End Year Balance | $50,558,814 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,360,685 | BeginningYearBalanceAmt |
| Contributions | $1,760,557 | ContributionsAmt |
| Investment Earnings Or Losses | $6,718,655 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,221,141 | GrantsOrScholarshipsAmt |
| End Year Balance | $53,618,756 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,852,149 | BeginningYearBalanceAmt |
| Contributions | $3,672,601 | ContributionsAmt |
| Investment Earnings Or Losses | $1,930,543 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,094,608 | OtherExpendituresAmt |
| End Year Balance | $47,360,685 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,227,770 | BeginningYearBalanceAmt |
| Contributions | $2,689,998 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,843,495 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,222,124 | OtherExpendituresAmt |
| End Year Balance | $43,852,149 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,017,840 | BeginningYearBalanceAmt |
| Contributions | $12,237,176 | ContributionsAmt |
| Investment Earnings Or Losses | $1,203,667 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,230,913 | OtherExpendituresAmt |
| End Year Balance | $45,227,770 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $670,587 | OtherCostOrOtherBasisAmt |
| Book Value | $670,587 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,132,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,081,271 | DepreciationAmt |
| Book Value | $50,973 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $315,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,920 | DepreciationAmt |
| Book Value | $126,202 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,626,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,387,162 | DepreciationAmt |
| Book Value | $239,797 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,648 | DepreciationAmt |
| Book Value | $10,217 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,097,776 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other investments | Desc |
| Book Value | $24,888,555 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,888,555 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,883,231 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,138,838 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$601,501 | OtherRevenueAmt |
| Revenue Not Reported | -$9,740,339 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,623,570 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,623,570 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,880,998 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,880,998 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,880,998 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: | The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns, as well as serving as the custodian and managers of a pooled investment account. |
| Part V, Line 4: | Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. |
| Part X, Line 2: | The Federation is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Federation is subject to federal income tax on any unrelated business taxable income. The Federation's IRS Form 990 is subject to review and examination by federal and state authorities. The Federation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statement. |
| Part XI, Line 2d - Other Adjustments: | Gain in beneficial int in trust -389,417. Gain on charitable gift annuities -230,125. Change in CSV of life insurance 18,041. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Alternative Investment | $5,200,256 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Alternative Investment | $17,791,395 |
| 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 | $22,991,651 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $22,991,651 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (117 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITIES FIRST FOUNDATION INC | ||||||||
| 4710 Timber Trail Dr | Middletown | OH | 45044 | 310620685 | 501 (c) (3) | $5,000 | General Support | |
| ACLU | ||||||||
| 4506 Chester Avenue | Cleveland | OH | 44103 | 237137105 | 501 (c) (3) | $12,300 | General Support | |
| ACOUSTIC NEW WORD TRADITIONS L | ||||||||
| C/O MANN - 400 WEST 43RD ST NO 26N | NEW YORK | NY | 100360000 | 721538105 | 501 (c) (3) | $25,000 | General Support | |
| Adath Israel Congregation | ||||||||
| 3201 East Galbraith Road | Cincinnati | OH | 45236 | 310537489 | 501 (c) (3) | $232,587 | General Support | |
| Addiction Services Council | ||||||||
| 2828 Vernon Place | Cincinnati | OH | 45219 | 316059934 | 501 (c) (3) | $5,000 | General Support | |
| Admiral's Cove Foundation | ||||||||
| 200 Admirals Cove Boulevard | Jupiter | FL | 33477 | 593786373 | 501 (c) (3) | $20,500 | General Support | |
| AGUDATH ISRAEL OF AMERICA INC | ||||||||
| 42 Broadway 14th Floor | New York | NY | 10004 | 135604164 | 501 (c) (3) | $5,000 | General Support | |
| American Friends of Magen Davi | ||||||||
| 3175 Commercial Ave Ste 101 | Northbrook | IL | 60062 | 362443175 | 501 (c) (3) | $5,700 | General Support | |
| American Jewish Committee | ||||||||
| 165 E 56th St | New York | NY | 10022 | 135563393 | 501 (c) (3) | $29,065 | General Support | |
| American Jewish Joint Distribution | ||||||||
| 220 E 42nd St Ste 400 | New York | NY | 10017 | 131656634 | 501 (c) (3) | $33,750 | General Support | |
| ArtsWave | ||||||||
| 20 E Central Parkway Suite 200 | Cincinnati | OH | 45202 | 310537138 | 501 (c) (3) | $15,125 | General Support | |
| ATRIUM MEDICAL CENTER FOUNDATI | ||||||||
| 110 N Main St Ste 500 | Dayton | OH | 45402 | 311079213 | 501 (c) (3) | $5,000 | General Support | |
| Ballen Isles Foundation | ||||||||
| 100 Ballen Isles Dr | Palm Beach Gardens | FL | 33418 | 131656634 | 501 (c) (3) | $6,500 | General Support | |
| Beth Adam Inc | ||||||||
| 10001 Loveland-Madeira Road | Loveland | OH | 45140 | 310993285 | 501 (c) (3) | $26,950 | General Support | |
| Beth Israel Synagogue | ||||||||
| 50 North Sixth | Hamilton | OH | 45011 | 310708269 | 501 (c) (3) | $15,535 | General Support | |
| Boys & Girls Clubs of Cincinna | ||||||||
| 600 Dalton Ave | Cincinnati | OH | 45203 | 811620541 | 501 (c) (3) | $36,700 | General Support | |
| Camp Ashreinu | ||||||||
| 6700 Elbook Ave | Cincinnati | OH | 45237 | 311435998 | 501 (c) (3) | $20,000 | General Support | |
| Camp Chabad | ||||||||
| 1863 Section Road | Cincinnati | OH | 45237 | 310163231 | 501 (c) (3) | $33,500 | General Support | |
| Camp Livingston | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | 316050765 | 501 (c) (3) | $86,897 | General Support | |
| CAMP YOUNG JUDAEA MIDWEST INC | ||||||||
| 60 Revere Dr Ste 800 | Northbrook | IL | 60062 | 391672846 | 501 (c) (3) | $8,600 | General Support | |
| Cancer Support Community | ||||||||
| 1050 17th St NW Suite 500 | Washington | DC | 20036 | 311287785 | 501 (c) (3) | $15,000 | General Support | |
| Cancer Support Community (Cincinnati) | ||||||||
| 4918 Cooper Road | Cincinnati | OH | 45242 | 311287785 | 501 (c) (3) | $6,750 | General Support | |
| Cedar Village Foundation | ||||||||
| 5467 Cedar Village Drive | Mason | OH | 45040 | 272598846 | 501 (c) (3) | $40,612 | General Support | |
| The Nancy and David Wolf Holocaust & Humanity Center | ||||||||
| 1301 Western Avenue Ste 2101 | Cincinnati | OH | 45203 | 205090993 | 501 (c) (3) | $2,165,760 | General Support | |
| Chabad Jewish Center | ||||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | 223796223 | 501 (c) (3) | $29,000 | General Support | |
| CHABAD OF PALM BEACH GARDENS | ||||||||
| 6100 PGA Blvd | Palm Beach Gardens | FL | 33418 | 205197484 | 501 (c) (3) | $6,900 | General Support | |
| Chabad of South Tampa | ||||||||
| 2511 West Swann Ave 201 | Tampa | FL | 33609 | 261576111 | 501 (c) (3) | $30,000 | General Support | |
| Chabad of Southern Ohio | ||||||||
| 7560 Reinhold Drive | Cincinnati | OH | 45237 | 310163231 | 501 (c) (3) | $9,100 | General Support | |
| CHABAD SERVING ELON AND SURROU | ||||||||
| 107 Truitt Dr | Elon | NC | 27244 | 811070418 | 501 (c) (3) | $11,500 | General Support | |
| Childrens Hospital Foundation | ||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | 311327089 | 501 (c) (3) | $306,000 | General Support | |
| Cincinnati Art Museum | ||||||||
| 953 Eden Park Drive | Cincinnati | OH | 45202 | 310536653 | 501 (c) (3) | $15,540 | General Support | |
| Cincinnati Ballet Co Inc | ||||||||
| 1555 Central Pkwy | Cincinnati | OH | 45214 | 316050354 | 501 (c) (3) | $25,200 | General Support | |
| CINCINNATI BASEBALL MUSEUM | ||||||||
| 100 Joe Nuxhall Way | Cincinnati | OH | 45202 | 200855857 | 501 (c) (3) | $5,000 | General Support | |
| CINCINNATI CENTER CITY DEVELOPMENT | ||||||||
| 1203 WALNUT STREET 4TH FLOOR | Cincinnati | OH | 45202 | 200446324 | 501 (c) (3) | $10,000 | General Support | |
| Cincinnati Children's Hospital Medical Center | ||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | 310833936 | 501 (c) (3) | $60,040 | General Support | |
| Cincinnati Community Kollel | ||||||||
| PO Box 37145 | Cincinnati | OH | 45222 | 311426973 | 501 (c) (3) | $68,621 | General Support | |
| Cincinnati Hebrew Day School | ||||||||
| 2222 Losantiville Road | Cincinnati | OH | 45237 | 310544741 | 501 (c) (3) | $124,840 | General Support | |
| Cincinnati Opera | ||||||||
| 1243 Elm St | Cincinnati | OH | 45202 | 310549044 | 501 (c) (3) | $12,100 | General Support | |
| Cincinnati Public Radio | ||||||||
| 1223 Central Parkway | Cincinnati | OH | 45202 | 311410636 | 501 (c) (3) | $4,120 | General Support | |
| Cincinnati Reds Community Fund | ||||||||
| 100 Joe Nuxhall Way | Cincinnati | OH | 45202 | 311790195 | 501 (c) (3) | $19,000 | General Support | |
| Cincinnati Union Bethel | ||||||||
| 2401 Reading Road | Cincinnati | OH | 45202 | 310536655 | 501 (c) (3) | $22,790 | General Support | |
| Cincinnati USA Regional Chamber | ||||||||
| 3 E 4th St | Cincinnati | OH | 45202 | 237089617 | 501 (c) (3) | $11,000 | General Support | |
| Congregation Etz Chaim | ||||||||
| 1190 Indian Hills Pkwy | Marietta | GA | 30068 | 581245765 | 501 (c) (3) | $29,730 | General Support | |
| Congregation Sha'arei Torah | ||||||||
| 2400 Section Road | Cincinnati | OH | 45237 | 451263585 | 501 (c) (3) | $96,117 | General Support | |
| Congregation Zichron Eliezer | ||||||||
| 2455A Section Road | Cincinnati | OH | 45237 | 205581301 | 501 (c) (3) | $29,376 | General Support | |
| Crayons to Computers | ||||||||
| 1350 Tennessee Avenue | Cincinnati | OH | 45229 | 311507076 | 501 (c) (3) | $7,150 | General Support | |
| DePaul Cristo Rey High School | ||||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | 272417727 | 501 (c) (3) | $21,100 | General Support | |
| ELON UNIVERSITY | ||||||||
| PO Box 398 | Elon | NC | 27244 | 560532303 | 501 (c) (3) | $4,800 | General Support | |
| FJC - A Foundation of Donor A | ||||||||
| 520 Eighth Avenue 20th Floor | New York | NY | 10018 | 133848582 | 501 (c) (3) | $10,000 | General Support | |
| FreeStoreFoodBank | ||||||||
| 1141 Central Parkway | Cincinnati | OH | 45202 | 237122205 | 501 (c) (3) | $23,500 | General Support | |
| Golf Manor Synagogue | ||||||||
| 6442 Stover Avenue | Cincinnati | OH | 45237 | 310628603 | 501 (c) (3) | $6,200 | General Support | |
| Greater Cincinnati Blues Society | ||||||||
| PO Box 6098 | Cincinnati | OH | 45206 | 311311304 | 501 (c) (3) | $9,500 | General Support | |
| Hadassah | ||||||||
| PO Box 42396 | Cincinnati | OH | 45242 | 131656651 | 501 (c) (3) | $5,700 | General Support | |
| Halom House | ||||||||
| 4680 Hunt Road | Cincinnati | OH | 45242 | 311073702 | 501 (c) (3) | $10,000 | General Support | |
| Hebrew Theological College | ||||||||
| 7135 N Carpenter Road | Skokie | IL | 60077 | 362167095 | 501 (c) (3) | $15,000 | General Support | |
| Hebrew Union College | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | 310537067 | 501 (c) (3) | $36,040 | General Support | |
| HIAS | ||||||||
| 1300 Spring Street | Silver SPrings | MD | 20910 | 135633307 | 501 (c) (3) | $5,980 | General Support | |
| Hillel Foundation at Miami University | ||||||||
| 11 E Walnut Street | Oxford | OH | 45056 | 316068732 | 501 (c) (3) | $108,374 | General Support | |
| Hillel the Foundation for Jewish | ||||||||
| Campus Life 1429 Hill Street | Ann Arbor | MI | 48104 | 386119964 | 501 (c) (3) | $5,600 | General Support | |
| Hillel Cincinnati | ||||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | 316068733 | 501 (c) (3) | $228,696 | General Support | |
| Hillel Indiana Universtiry | ||||||||
| 730 E Third Street | Bloomington | IN | 47401 | 202804389 | 501 (c) (3) | $5,000 | General Support | |
| INDIAN HILL FOUNDATION | ||||||||
| 6855 Drake Rd | Cincinnati | OH | 45243 | 311813923 | 501 (c) (3) | $17,000 | General Support | |
| INNER FIRE | ||||||||
| 26 Parker Rd | Brookline | VT | 053459793 | 461542395 | 501 (c) (3) | $65,000 | General Support | |
| Isaac M Wise Temple | ||||||||
| 8329 Ridge Road | Cincinnati | OH | 45236 | 310536987 | 501 (c) (3) | $151,756 | General Support | |
| Israel Cancer Research Fund | ||||||||
| 52 Vanderbuilt Ave Suite 1510 | New York | NY | 10017 | 510181215 | 501 (c) (3) | $5,000 | General Support | |
| JAFCO | ||||||||
| 4200 N University Drive | Sunrise | FL | 33351 | 650334267 | 501 (c) (3) | $6,100 | General Support | |
| Jewish Community Center | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | 310536986 | 501 (c) (3) | $1,501,531 | General Support | |
| JCGC | ||||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | 383711514 | 501 (c) (3) | $14,000 | General Support | |
| JEEP | ||||||||
| 1995 Section Road | Cincinnati | OH | 45237 | 204016862 | 501 (c) (3) | $36,329 | General Support | |
| Jewish Community Foundation of | ||||||||
| 4950 Murphy Canyon Rd | San Diego | CA | 92123 | 952504044 | 501 (c) (3) | $10,000 | General Support | |
| Jewish Discovery Center | ||||||||
| 7587 Central Park Blvd | Mason | OH | 45040 | 311566575 | 501 (c) (3) | $25,500 | General Support | |
| Jewish Family Services | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | 310744786 | 501 (c) (3) | $1,430,665 | General Support | |
| Jewish Federation of Collier County | ||||||||
| 2500 Vanderbuilt Beach Road | Naples | FL | 34109 | 592151725 | 501 (c) (3) | $27,000 | General Support | |
| Jewish Federation of Nashville | ||||||||
| 801 Percy Warner Blvd Ste 102 | Nashville | TN | 37205 | 626077703 | 501 (c) (3) | $5,000 | General Support | |
| Jewish Federation of Palm Beach | ||||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | 590948696 | 501 (c) (3) | $16,600 | General Support | |
| Jewish National Fund | ||||||||
| 42 East 69th Street | New York | NY | 10021 | 131659627 | 501 (c) (3) | $78,428 | General Support | |
| JEWISH UNITED FUND OF METROPOL | ||||||||
| 30 S Wells St | Chicago | IL | 60606 | 362167034 | 501 (c) (3) | $18,000 | General Support | |
| JFNA | ||||||||
| 25 Broadway STE1700 | New York | NY | 100041010 | 131624240 | 501 (c) (3) | $1,952,059 | General Support | |
| JVS Career Services | ||||||||
| 4540 Cooper Rd Suite 300 | Cincinnati | OH | 45242 | 262091358 | 501 (c) (3) | $457,455 | General Support | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 1404 Franklin Street Suite 500 | Oakland | CA | 94612 | 205010766 | 501 (c) (3) | $20,000 | General Support | |
| LA SOUPE INC | ||||||||
| 4150 Round Bottom Road | Cincinnati | OH | 45244 | 474452384 | 501 (c) (3) | $6,500 | General Support | |
| LIFE ENRICHING COMMUNITIES FOUNDATION | ||||||||
| 9840 Montgomery Road | Cincinnati | OH | 45242 | 061708088 | 501 (c) (3) | $6,000 | General Support | |
| Lighthouse Youth Services Inc | ||||||||
| 401 E McMillan St | Cincinnati | OH | 45206 | 237046229 | 501 (c) (3) | $5,650 | General Support | |
| Magen David Adom USA | ||||||||
| 3175 Commercial Ave Ste 101 | Northbrook | IL | 60062 | 362443175 | 501 (c) (3) | $30,974 | General Support | |
| MORGAN STANLEY GLOBAL IMPACT F | ||||||||
| 2000 Westchester Ave | Purchase | NY | 10577 | 527082731 | 501 (c) (3) | $875,813 | General Support | |
| Most Valuable Kids of Greater Cincinnati | ||||||||
| 4623 Wesley Ave Suite F | Cincinnati | OH | 45212 | 202984595 | 501 (c) (3) | $8,300 | General Support | |
| Mount Sinai Medical Center Inc | ||||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | 136271888 | 501 (c) (3) | $12,000 | General Support | |
| MUSIC HALL REVITALIZATION COMP | ||||||||
| 650 Walnut Street | Cincinnati | OH | 45202 | 273055959 | 501 (c) (3) | $5,000 | General Support | |
| Northern Hills Synagogue | ||||||||
| 5714 Fields Ertel Road | Cincinnati | OH | 45249 | 310673600 | 501 (c) (3) | $32,780 | General Support | |
| Ohio Innocence Project | ||||||||
| UC College of Law PO Box 210040 | Cincinnati | OH | 45221 | 310896555 | 501 (c) (3) | $19,500 | General Support | |
| Ohio Jewish Communities | ||||||||
| 50 W Broad Street 1815 | Columbus | OH | 43215 | 311042915 | 501 (c) (4) | $42,374 | General Support | |
| Ohio Sled Hockey Inc | ||||||||
| 4464 Wrens Nest Dr | New Albany | OH | 43054 | 201491128 | 501 (c) (3) | $8,000 | General Support | |
| Pittsburgh Jewish Community | ||||||||
| 234 McKee Place | Pittsburgh | PA | 15213 | 251094514 | 501 (c) (3) | $77,467 | General Support | |
| Planned Parenthood Federation | ||||||||
| 434 West 33rd St | New York | NY | 10001 | 131644147 | 501 (c) (3) | $6,000 | General Support | |
| Planned Parenthood Southwest Ohio | ||||||||
| 2314 Auburn Avenue | Cincinnati | OH | 45219 | 310536688 | 501 (c) (3) | $9,806 | General Support | |
| Prostate Cancer Foundation | ||||||||
| 1250 Fourth Street | Santa Monica | CA | 90401 | 954418411 | 501 (c) (3) | $13,000 | General Support | |
| Rockdale Temple | ||||||||
| 8501 Ridge Road | Cincinnati | OH | 45236 | 310543299 | 501 (c) (3) | $32,810 | General Support | |
| Rockwern Academy | ||||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | 310603959 | 501 (c) (3) | $1,063,680 | General Support | |
| Ronald McDonald House Charities | ||||||||
| 350 Erkenbrecher Ave | Cincinnati | OH | 45229 | 310965333 | 501 (c) (3) | $8,450 | General Support | |
| Saint Jude Childrens Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | 620646012 | 501 (c) (3) | $8,500 | General Support | |
| Seven Hills School | ||||||||
| 5400 Red Bank Road | Cincinnati | OH | 45227 | 310536666 | 501 (c) (3) | $20,900 | General Support | |
| Society of St Vincent de Paul | ||||||||
| 1125 Bank St | Cincinnati | OH | 45214 | 310537510 | 501 (c) (3) | $11,000 | General Support | |
| ST JOSEPH ORPHANAGE | ||||||||
| 5400 EDALBERT DR | Cincinnati | OH | 452397604 | 310537147 | 501 (c) (3) | $5,000 | General Support | |
| Stanford University | ||||||||
| PO Box 20466 | Stanford | CA | 94309 | 941156365 | 501 (c) (3) | $5,000 | General Support | |
| Talbert House | ||||||||
| 2600 Victory Parkway | Cincinnati | OH | 45206 | 310713350 | 501 (c) (3) | $19,496 | General Support | |
| Teach For America Inc | ||||||||
| 1100 Main Street Suite 100 | Cincinnati | OH | 45202 | 133541913 | 501 (c) (3) | $10,000 | General Support | |
| Temple Sholom | ||||||||
| 3100 Longmeadow Lane | Cincinnati | OH | 45236 | 310584318 | 501 (c) (3) | $35,063 | General Support | |
| Trustees Of Columbia University | ||||||||
| 475 Riverside Dr Mail Code 7724 | New York | NY | 10115 | 135598093 | 501 (c) (3) | $20,000 | General Support | |
| United Way of Greater Cincinnati | ||||||||
| PO Box 632711 | Cincinnati | OH | 45263 | 310537502 | 501 (c) (3) | $150,800 | General Support | |
| University of Cincinnati Foundation | ||||||||
| PO Box 210172 | Cincinnati | OH | 45221 | 316000989 | 501 (c) (3) | $147,255 | General Support | |
| University of South Florida Foundation | ||||||||
| 4202 E Fowler Avenue ALC100 Gibbons | Tampa | FL | 33620 | 590879015 | 501 (c) (3) | $5,000 | General Support | Alumni Center |
| Valley Temple | ||||||||
| 145 Springfield Pike | Cincinnati | OH | 45215 | 310744533 | 501 (c) (3) | $34,905 | General Support | |
| WASHINGTON INSTITUTE FOR NEAR | ||||||||
| 1828 L Street NW 1050 | Washington | DC | 20036 | 521376034 | 501 (c) (3) | $10,000 | General Support | |
| Wilkes Community College Endowment | ||||||||
| Po Box 120 | Wilkesboro | NC | 28697 | 237338790 | 501 (c) (3) | $5,200 | General Support | |
| Workum | ||||||||
| 11959 Timberlake Drive | Cincinnati | OH | 45249 | 200071689 | 501 (c) (3) | $10,000 | General Support | |
| Xavier University | ||||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | 310537516 | 501 (c) (3) | $9,333 | General Support | |
| YWCA of Cincinnati | ||||||||
| 1105 Elm Street | Cincinnati | OH | 45210 | 310537178 | 501 (c) (3) | $9,700 | General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 119 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Bar/Bat Mitzvah Grants | 13 | $6,500 |
| Camping Grants | 298 | $285,620 |
| Israel Trip Grants | 158 | $830,727 |
| Professional Development Grants | 9 | $3,020 |
| Scholarships | 173 | $243,428 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A) Agency Mission Statement B) Current listing of Agency's Board of Directors C) IRS Letter indicating tax-exempt status D) Projected program budget for 2018 or 2019 fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E) Actual program budget for 2018 or last completed fiscal year F) Estimated program budget for the rest of 2018 of current fiscal year. G) Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal to $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H) Overall organization's corresponding fiscal year budget (attached to each program application). I) A copy of their audited financial statements from their most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site vistis to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. Jewish Federation of Cincinnati reports grants on Schedule I to the Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedules F. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shepard Englander | ||||||||||||||
| Chief Executive Officer | $364,442 | $0 | $32,985 | $0 | $32,996 | $0 | $15,497 | $0 | $19,310 | $0 | $465,230 | $0 | $0 | $0 |
| Danielle Minson | ||||||||||||||
| Chief Development Officer | $178,361 | $0 | $20,000 | $0 | $0 | $0 | $9,570 | $0 | $11,215 | $0 | $219,146 | $0 | $0 | $0 |
| Barb Miller | ||||||||||||||
| Director of Community Buil | $141,418 | $0 | $0 | $0 | $0 | $0 | $7,093 | $0 | $5,896 | $0 | $154,407 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Son of Liz Vogel (minor) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Son of board member | RelationshipWithOrgTxt |
| Cash Grant | $6,500 | CashGrantAmt |
| Type Of Assistance | Cincinnati Journeys | TypeOfAssistanceTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 154 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,649,098 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | We use various brokers to sell donated stock. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Beth Guttman and Bret Caller have a business relationship; Walter Spiegel is married to employee Sharon Spiegel. |
| Form 990, Part VI, Section B, line 11b | The 990 is reviewed by management and the Finance and Administration Committee. A public disclosure copy was subsequently provided to the Board of Directors before filing. |
| Form 990, Part VI, Section B, line 12c | Conflict of interest forms are sent out annually; results are complied and reviewed for any possible disclosures. |
| Form 990, Part VI, Section B, line 15 | Every three years, the Executive Committee, which is a board-designated committee, reviews and sets the CEO's salary and benefits package, resulting in a five year contract. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents are available on the Ohio Secretary of State's website. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. |
| Form 990, Part XI, line 9: | Change in CSV of life insurance 18,041. Gain (loss) on charitable gift annuities -230,125. Loss on beneficial int in trust -389,417. Rounding |
| Form 990, Part XII, Line 2c | The Finance and Administration Committee oversees the audit and the process has not changed in the current year. |
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