2019-05-07T10:54:32-07:00 2018-06-30 135381590 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2017-07-01 131624240 THE JEWISH FEDERATIONS OF NORTH AMERICA INC JEWI 2122846500 25 Broadway Suite 1700 New York NY 10004 Pamela Zaltsman CFO 2122846500 2019-05-07 1 Paul Hammerschmidt P01384178 2128858321 2019-05-07 38.140.180.210 2017 2019-02-21 02:37:17Z Gerrald Silverman 25 Broadway Suite 1700 New York NY 10004 265343497 0 X www.jewishfederations.org X 1935 NY THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 147 FEDERATIONS, 300+ NETWORK COMMUNITIES AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS 127 127 183 180 0 82283 238168261 233523837 19429529 28113833 3617532 1623189 0 0 261215322 263260859 213440203 212423470 0 0 23662898 23788284 0 0 2078396 24413681 24050484 261516782 260262238 -301460 2998621 295332953 292149568 177540072 165005300 117792881 127144268 X See Schedule O 0 0 201331021 201331021 0 GRANTS TO UNITED ISRAEL APPEAL,INC.,THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE AND WORLD ORT. PROVIDING IMMIGRATION AND ABSORPTION SERVICES FOR JEWISH IDENTITY PROGRAMS, EDUCATIONAL AND VOCATIONAL TRAINING, RELIEF AND WELFARE PROGRAMS AROUND THE WORLD AND SOCIAL DEVELOPMENT PROGRAMS. 22154678 0 8995032 FUNDRAISING/INFRASTRUCTURE: JFNA'S PHILANTHROPIC RESOURCES DEPARTMENT PROVIDES FUNDRAISING EXPERTISE, CONSULTING AND SUPPORT FOR JEWISH FEDERATIONS AND SMALLER NETWORK COMMUNITIES. THE DEPARTMENT SUPPORTS THE CENTRAL ENGINE OF FEDERATION FUNDRAISING, THE UNRESTRICTED ANNUAL CAMPAIGN, AS WELL AS ENDOWMENT FUNDS AND TARGETED SUPPLEMENTAL GIVING. THE PHILANTHROPIC RESOURCES DEPARTMENT ALSO WORKS WITH FEDERATIONS ON KEY AREAS SUCH AS FAMILY AND GENERATIONAL PHILANTHROPY AND LEGACY GIVING. 10001058 6067678 POWER OF THE COLLECTIVE JFNA HELPS FEDERATIONS MAKE THE GREATEST POSSIBLE IMPACT ON FUNDRAISING AND TO MEET THE GREATEST ARRAY OF JEWISH NEEDS BY LEADING COMMUNITIES TO ACT COLLECTIVELY AND STRATEGICALLY. JFNA PROVIDES THOUGHT LEADERSHIP, AND LEADS FEDERATIONS IN TIMES OF CRISIS, SUCH AS NATURAL DISASTERS, GLOBAL CONFLICTS AND THE ECONOMIC DOWNTURN, WHILE MEETING NEEDS AT HOME AND OVERSEAS. JFNA PRODUCES KEY EVENTS SUCH AS THE ANNUAL GENERAL ASSEMBLY, WHICH ALLOW FEDERATIONS TO CONVENE AND LEVERAGE OUR MOVEMENT'S IMPACT. 8870799 8870799 12877589 GRANTS: THE JEWISH FEDERATIONS OF NORTH AMERICA HAS AWARDED GRANTS TO AGENCIES FOR HUMANITARIAN PURPOSES IN THE FACE OF DISASTERS INCLUDING ISRAEL FIRES, HOUSTON FLOODS, PHILIPPINE TYPHOON, HAITI EARTHQUAKE JAPAN EARTH QUAKE. THESE EFFORTS ARE COORDINATED BY THE JEWISH FEDERATIONS OF NORTH AMERICA DISASTER RELIEF COMMITTEE. SINCE 1989, THE FEDERATION MOVEMENT HAS RAISED ABOUT $50 MILLION FOR CRISIS RELIEF. FEREP AWARDS GRADUATE SCHOOL SCHOLARSHIPS FOR UP TO TWO YEARS TO INDIVIDUALS WHO MEET ELIGIBILITY REQUIREMENTS AND ARE COMMITTED TO WORKING IN THE FEDERATION SYSTEM FOLLOWING GRADUATE SCHOOL. THE JFNA ENDOWMENT COMMITTEE AWARDS GRANTS TO FEDERATIONS TO HELP THEM ESTABLISH THE CREATE A JEWISH LEGACY PROGRAM IN THEIR COMMUNITIES. CREATE A JEWISH LEGACY ENCOURAGES THE CREATION OF BEQUESTS BY INDIVIDUAL DONORS TO THEIR LOCAL FEDERATIONS, JEWISH COMMUNITY FOUNDATIONS, AGENCIES AND SYNAGOGUES. 2181979 3099 ISRAEL AND OVERSEAS - JFNA WORKS CLOSELY WITH OUR OVERSEAS PARTNERS TO CARE FOR JEWS IN NEED AND BUILD COMMUNITY IN ISRAEL AND 60-PLUS NATIONS WORLDWIDE. JFNA ISRAEL ALSO ASSESSES FEDERATION-FUNDED SOCIAL SERVICE EFFORTS IN ISRAEL AND HELPS ENSURE FEDERATION FUNDS ARE USED EFFECTIVELY. JFNA ISRAEL WORKS WITH THE GOVERNMENT OF ISRAEL ON ISSUES OF PUBLIC POLICY AND DIPLOMACY AND HELPS CONNECT THE ISRAEL PUBLIC TO JEWISH FEDERATION WORK. 2220750 2220750 0 U.S. GOVERNMENT GRANT - ADVANCING PERSON-CENTERED, TRAUMA-INFORMED SUPPORTIVE SERVICES FOR HOLOCAUST SURVIVORS. AFTER WITNESSING THE DARKEST PERIOD OF THE LAST CENTURY, HOLOCAUST SURVIVORS BUILT A NEW LIFE IN THE U.S. AND ENRICHED OUR COUNTRY. BUT NOW THEY ARE OLDER AND INCREASINGLY FRAIL. MOST ARE IN THEIR 80S AND 90S, AND ONE IN FOUR LIVES IN POVERTY. AS A GROUP, THEY ARE AT RISK FOR POOR PHYSICAL AND MENTAL HEALTH, DEPRESSION, AND SOCIAL ISOLATION. SADLY, ALTHOUGH WE LOSE HOLOCAUST SURVIVORS EACH DAY, THE COST OF SUPPORTING THE REMAINING SURVIVORS WHO ARE GROWING MORE FRAIL AND IN NEED OF MORE SERVICES INCREASES. IN RECOGNITION OF THESE INCREASED NEEDS, THE JEWISH FEDERATIONS OF NORTH AMERICA WORKS WITH COMMUNITIES TO RAISE MONEY TO SUPPORT HOLOCAUST SURVIVOR SERVICES, AND WORKS WITH THE FEDERAL GOVERNMENT TO IMPLEMENT A GRANT PROGRAM TO PROVIDE PERSON-CENTERED, TRAUMA-INFORMED CARE FOR HOLOCAUST SURVIVORS. JFNA AWARDS SUBGRANTS TO LOCAL COMMUNITIES TO PROVIDE THE SERVICES USING BOTH PHILANTHROPIC AND FEDERAL FUNDS. IT IS OUR DESIRE TO ENSURE THAT HOLOCAUST SURVIVORS ARE ABLE TO AGE IN PLACE IN THEIR HOMES AND COMMUNITIES WITH DIGNITY AND SECURITY. 1251354 900 170435 TALENT: JFNA IS DEVOTED TO ENSURING THAT JEWISH FEDERATIONS CONNECT WITH THE TOP PROFESSIONAL AND VOLUNTEER TALENT IN THE COMMUNITY. JFNA'S MANDEL CENTER FOR LEADERSHIP EXCELLENCE WORKS WITH FEDERATIONS TO PROVIDE THE TOOLS THEY REQUIRE TO IDENTIFY, RECRUIT, DEVELOP AND RETAIN TALENTED PROFESSIONALS AND TO CONTINUE TO CONNECT WITH TOP VOLUNTEERS. 14524882 11092449 13051123 248011639 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 X 298 0 1 183 1 1 1 1 CJ IS 0 0 0 0 0 0 0 0 X 127 127 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR AZ CA CO CT FL GA HI IL KS KY MD ME MI MN MS NC ND NH NJ OH OK OR PA RI SC TN UT VA WA WI WV X X X PAMELA ZALTSMAN 2122846500 25 Broadway Suite 1700 New York NY 10004 Richard V Sandler Chair of the Board 20 1 X X 0 0 0 Cynthia D Shapira Vice Chair of Board Began Service August 2017 20 1 X X 0 0 0 Susan K Stern Vice Chair of Board Through July 2017 20 0 X X 0 0 0 Suzanne Grant National Campaign Chair 20 0 X X 0 0 0 Jodi J Schwartz Treasurer 20 1 X X 0 0 0 Sheryl Kimerling Secretary 20 0 X X 0 0 0 Wendy Abrams Trustee Began Service November 2017 1 1 X 0 0 0 Roberta Abrams Trustee 1 0 X 0 0 0 Meryl Ainsman Trustee 1 0 X 0 0 0 Eric Albert Trustee 1 0 X 0 0 0 Judy Altenberg Trustee 1 0 X 0 0 0 Sanford Antignas Trustee 1 0 X 0 0 0 Brad Bell Trustee 1 0 X 0 0 0 Gary Berman Trustee Began Service November 2017 1 0 X 0 0 0 Leslie Bider Trustee Through November 2017 1 0 X 0 0 0 Cookie Hymer Blitz Trustee Through November 2017 1 0 X 0 0 0 Sarah Boden Trustee Began Service November 2017 1 0 X 0 0 0 Merom Brachman Trustee 1 0 X 0 0 0 Denis Braham Trustee Through November 2017 1 1 X 0 0 0 Beth Wain Brandon Trustee Began Service November 2017 1 0 X 0 0 0 David T Brown Trustee 1 0 X 0 0 0 David J Butler Trustee 1 0 X 0 0 0 Amy Berger Chafetz Trustee Began Service November 2017 1 0 X 0 0 0 Sam Chafetz Trustee Began Service November 2017 1 0 X 0 0 0 Rina Chessin Trustee Began Service November 2017 1 0 X 0 0 0 Leslie Crane Trustee Through November 2017 1 0 X 0 0 0 Patricia Croughan Trustee 1 0 X 0 0 0 Amy Dean Trustee 1 0 X 0 0 0 Alisa Doctoroff Trustee 1 0 X 0 0 0 Bryan Drowos Trustee Began Service November 2017 1 0 X 0 0 0 Tina Erlich Trustee Began Service November 2017 1 0 X 0 0 0 Terri Farber Trustee Through November 2017 1 0 X 0 0 0 Richard Fiedotin Trustee Began Service November 2017 1 0 X 0 0 0 Diane S Feinberg Trustee 1 1 X 0 0 0 Howard Feinsand Trustee 1 0 X 0 0 0 Dori Fenenbock Trustee 1 0 X 0 0 0 Susan Weiss Firestone Trustee 1 1 X 0 0 0 Cheryl Fishbein Trustee 1 1 X 0 0 0 Suzette Fisher Trustee 1 0 X 0 0 0 Martine Fleishman Trustee Began Service November 2017 1 0 X 0 0 0 Michael Frankel Trustee 1 0 X 0 0 0 William Freedman Trustee 1 0 X 0 0 0 Stephen Gaerber Trustee Through November 2017 1 0 X 0 0 0 Meryl Gallatin Trustee 1 0 X 0 0 0 Harold Gernsbacher Trustee 1 0 X 0 0 0 Ira Gerstein Trustee Began Service November 2017 1 0 X 0 0 0 Debra Gober Trustee Began Service November 2017 1 0 X 0 0 0 Raymond L Golden Trustee Through November 2017 1 0 X 0 0 0 Debby Goldenberg Trustee 1 0 X 0 0 0 David Golder Trustee 1 0 X 0 0 0 Beth Goldsmith Trustee Through November 2017 1 0 X 0 0 0 Marilyn Goldsmith Trustee 1 0 X 0 0 0 Joshua Green Trustee Began Service November 2017 1 0 X 0 0 0 Gerald Greiman Trustee Began Service November 2017 1 0 X 0 0 0 Gary Gross Trustee 1 0 X 0 0 0 Andrew J Groveman Trustee 1 20 X 0 0 0 Dan Guyer Trustee Began Service November 2017 1 0 X 0 0 0 Lee Harkavy Trustee Through November 2017 1 0 X 0 0 0 Jim Heeger Trustee 1 0 X 0 0 0 Alison Himel Trustee 1 0 X 0 0 0 Michelle Hirsch Trustee Service June 2017 - June 2018 1 0 X 0 0 0 Andy Hodes Trustee Through November 2017 1 0 X 0 0 0 Joseph Hollander Trustee 1 0 X 0 0 0 Linda A Hurwitz Trustee 1 0 X 0 0 0 John Isenberg Trustee 1 0 X 0 0 0 Anne Jacobson Trustee 1 0 X 0 0 0 Karen James Trustee Began Service November 2017 1 0 X 0 0 0 Sharon Janks Trustee 1 1 X 0 0 0 Beth Kaplan Trustee 1 0 X 0 0 0 Aron Karabel Trustee Began Service November 2017 1 0 X 0 0 0 Julie Kass Trustee Began Service November 2017 1 0 X 0 0 0 Tom Kasten Trustee Through November 2017 1 0 X 0 0 0 Matthew Keller Trustee Began Service November 2017 1 0 X 0 0 0 Evelyn B Kenvin Trustee Through November 2017 1 0 X 0 0 0 Linda Ketover Trustee 1 0 X 0 0 0 David-Seth Kirshner Trustee Began Service November 2017 1 0 X 0 0 0 Amy Kline Trustee Began Service November 2017 1 0 X 0 0 0 Lori Klinghoffer Trustee 1 10 X 0 0 0 Simone Knego Trustee Began Service June 2018 1 0 X 0 0 0 Rena Kopelman Trustee 1 0 X 0 0 0 Jennifer L Korach Trustee 1 0 X 0 0 0 Scott Krieger Trustee Began Service November 2017 1 0 X 0 0 0 Alison Lebovitz Trustee 1 0 X 0 0 0 Michael Lebovitz Trustee 1 0 X 0 0 0 David W Lentz Trustee 1 0 X 0 0 0 Beth Kieffer Leonard Trustee Through November 2017 1 10 X 0 0 0 Jonathan P Levitt Trustee 1 0 X 0 0 0 Liza Levy Trustee Began Service November 2017 1 0 X 0 0 0 Mark Levy Trustee Through November 2017 1 1 X 0 0 0 Keith Libman Trustee 1 0 X 0 0 0 Robert Lippitt Trustee Through November 2017 1 0 X 0 0 0 Dan Lowen Trustee Through November 2017 1 0 X 0 0 0 Joan Lubar Trustee 1 0 X 0 0 0 Jack Luxemburg Trustee Through November 2017 1 0 X 0 0 0 Kathy Manning Trustee Began Service November 2017 1 0 X 0 0 0 Zvi S Marans Trustee 1 0 X 0 0 0 Debbie Margolis Trustee Through November 2017 1 0 X 0 0 0 Joel Marks Trustee 1 0 X 0 0 0 Ronnie Marks Trustee Through November 2017 1 0 X 0 0 0 Roslyn Mazur Trustee Through November 2017 1 0 X 0 0 0 Nancy Mimoun Trustee 1 0 X 0 0 0 Linda Mirels Trustee Through November 2017 1 0 X 0 0 0 Heidi Monkarsh Trustee 1 0 X 0 0 0 Cynthia Moskowitz Trustee Through November 2017 1 0 X 0 0 0 Gail Norry Trustee 1 0 X 0 0 0 Julie Wise Oreck Trustee 1 1 X 0 0 0 Marcie H Orley Trustee 1 0 X 0 0 0 Selena Paperman Trustee Through November 2017 1 0 X 0 0 0 Ann Pava Trustee Began Service November 2017 1 0 X 0 0 0 Julie B Platt Trustee 1 0 X 0 0 0 Rona Pozner Trustee 1 0 X 0 0 0 Daniel Prescott Trustee Began Service November 2017 1 0 X 0 0 0 Sari Anne Rapkin Trustee 1 0 X 0 0 0 Linda Ravvin Trustee 1 0 X 0 0 0 Zoe Riekes Trustee 1 10 X 0 0 0 Leslie Rosenthal Trustee 1 0 X 0 0 0 Sarah Rubin Trustee Began Service November 2017 1 0 X 0 0 0 Jason Rubinoff Trustee Through November 2017 1 0 X 0 0 0 Jeff Rum Trustee Service June 2017 - June 2018 1 0 X 0 0 0 Robin Kaufman Saran Trustee Through November 2017 1 0 X 0 0 0 Jeffrey Scheck Trustee 1 0 X 0 0 0 Sammy Schulman Trustee Through November 2017 1 0 X 0 0 0 Andrea Schneider Trustee Began Service November 2017 1 0 X 0 0 0 Ronna Schneider Trustee Began Service November 2017 1 0 X 0 0 0 Stacey Schulman Trustee 1 0 X 0 0 0 David Schulman Trustee 1 0 X 0 0 0 Steven Schwarz Trustee Through November 2017 1 0 X 0 0 0 Lori Schwartz Trustee Began Service November 2017 1 0 X 0 0 0 Phyllis Seaman Trustee 1 0 X 0 0 0 Barry Seidman Trustee 1 0 X 0 0 0 S Stephen Selig Trustee Began Service November 2017 1 0 X 0 0 0 Brian Seymour Trustee 1 0 X 0 0 0 Nathan Shor Trustee 1 0 X 0 0 0 Kim Shwachman Trustee 1 0 X 0 0 0 Michael D Siegal Trustee 1 1 X 0 0 0 Mark Silberman Trustee 1 0 X 0 0 0 Stephen J Silverman Trustee 1 1 X 0 0 0 Bill Silverstein Trustee 1 0 X 0 0 0 Dganit Slovik Trustee 1 0 X 0 0 0 Howard Stein Trustee Began Service November 2017 1 0 X 0 0 0 Jeffrey M Stern Trustee 1 0 X 0 0 0 Susan Stern Trustee Through November 2017 1 0 X 0 0 0 Brian Tauber Trustee 1 0 X 0 0 0 Michael Teplitsky Trustee Began Service June 2018 1 0 X 0 0 0 Kathryn Unger Trustee 1 0 X 0 0 0 Harvey Wallace Trustee Through November 2017 1 0 X 0 0 0 Neil Wallack Trustee 1 0 X 0 0 0 Nat Wasserstein Trustee 1 0 X 0 0 0 Debra Weinberg Trustee Began Service November 2017 1 0 X 0 0 0 Sanford Weiner Trustee Began Service November 2017 1 0 X 0 0 0 Elliott Weinstein Trustee 1 0 X 0 0 0 Steven J Weiss Trustee 1 0 X 0 0 0 Katie Whitlatch Trustee 1 0 X 0 0 0 Mark Wilf Trustee Through November 2017 1 1 X 0 0 0 Orna Wolens Trustee Began Service November 2017 1 0 X 0 0 0 Royce Wolff Trustee 1 0 X 0 0 0 Jackie Sprinces Wong Trustee 1 0 X 0 0 0 Jerry Yanowitz Trustee Through November 2017 1 0 X 0 0 0 Robert K Yass Trustee 1 0 X 0 0 0 Robert Zahler Trustee Through November 2017 1 0 X 0 0 0 Michael Zaransky Trustee 1 0 X 0 0 0 Vicki Zell Trustee 1 0 X 0 0 0 Fred Zimmerman Trustee Through November 2017 1 1 X 0 0 0 Gerrald B Silverman President & CEO 50 0 X 634849 0 59150 Mark Gurvis Executive Vice President 50 0 X 369783 0 39996 Pamela A Zaltsman Chief Financial Officer 37.5 12.5 X 171986 57329 11759 Becky Porath General Counsel 50 0 X 163761 0 41985 Brian Abrahams Senior Vice President 50 0 X 310603 0 44190 Becky Caspi Director General Israel Office 50 0 X 279742 0 67346 William Daroff Senior Vice President 50 0 X 294548 0 35120 Pam Kurtzman Senior Vice President 50 0 X 159471 0 6763 Renee Rothstein Senior Vice President 50 0 X 279828 0 21189 David Mallach V-UIA/Executive VP-IEF 20 30 X 80008 120013 43812 Ethan Felson Executive Director 50 0 X 200373 0 10578 Kimberlee Fish Executive Director 50 0 X 199446 0 17224 David Kessel Associate Vice President 50 0 X 240448 0 36541 Beth Mann Vice President 50 0 X 205912 0 20321 Geri Palast Executive Director 50 0 X 198817 0 18621 3789575 177342 474595 61 0 1 0 Blackbaud Inc PO Box 930256 Atlanta GA 31193 Federation Donor Management 1547402 Wyndham Jade LLC POB 840907 Dallas TX 75284 Meeting Logistics and Registration 456861 Fusion Labs Federation Donor Management System 75 Remittance Drive Chicago IL 60675 GA Production 449044 The Scottsdale Resort 7700 East Mccormick Parkway Scottsdale AZ 85258 Meeting Space and Ancillary Services 427001 Marriot Business services 265 Peachtree Center Avenue Atlanta GA 30303 Meeting Space and Ancillary Services 412166 26 0 0 0 0 2467500 231056337 0 233523837 DISASTER RELIEF 900099 12877589 12877589 0 0 FUNDRAISING INFRASTRUCTURE 900099 8995032 8995032 0 0 POWER OF THE COLLECTIVE 900099 6067678 6067678 0 0 TALENT 900099 170435 170435 0 0 ISRAEL AND OVERSEAS 900099 3099 3099 0 0 0 0 0 0 28113833 1363133 0 0 1363133 0 0 0 0 0 0 0 0 0 0 2342694 0 2082638 0 260056 0 260056 0 0 260056 0 0 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0 171803555 171803555 99378023 460693 160423522 160884215 260262238 Schedule D, Part V, Line 4 THE JEWISH FEDERATIONS OF NORTH AMERICA MAINTAINS ENDOWMENT FUNDS TO SUPPORT PROGRAMS INCLUDING THE JEWISH DATA BANK, CREATE A JEWISH LEGACY, VARIOUS PROGRAMS ABROAD INCLUDING ISRAEL AND THE FORMER SOVIET UNION, SUPPORT FEDERATIONS ANNUAL CAMPAIGNS AND TO MAINTAIN THE JEWISH DATABANK. Schedule D, Part X, Line 2 Under ASC 740, "Income Taxes," an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not that the position will be sustained upon examination by a taxing authority. The implementation of ASC 740 had no impact on JFNA's consolidated financial statements. The Organization and UIA do not believe they have taken any material uncertain tax positions and, accordingly, they have not recorded any liability for unrecognized tax benefits. The Organization and UIA have filed for and received income tax exemptions in the jurisdictions where they are required to do so. Additionally, the Organization and UIA have filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required to do so. For the year ended June 30, 2018, there were no interest or penalties recorded or included in the consolidated statement of activities. Schedule D, Part XI, Line 2d - UIA ELIMINATION ENTRY $XXX-XX-XXXX REVENUE OF UNITED ISRAEL APPEAL, INC. (WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990 WHICH INCLUDES $16167827 OF REVENUE FROM JFNA WHICH IS NOT SHOWN IN JFNA'S 990. Schedule D, Part XI, Line 4b JFNA/UIA ELIMINATION ENTRY $XXX-XX-XXXX. Schedule D, Part XII, Line 2d UIA EXPENSES $XXX-XX-XXXX. EXPENSES OF UNITED ISRAEL APPEAL, INC. (WHOLLY OWNED SUBSIDIARY) WHICH IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AND IS REQUIRED TO FILE A SEPARATE FORM 990. Schedule D, Part XII, Line 4b - JFNA/UIA ELIMINATION ENTRY $XXX-XX-XXXX 1 Middle East and North Africa 1 31 Program Services 10477999 Middle East and North Africa 0 0 Grantmaking 295138 1 31 10773137 Middle East and North Africa VOCATIONAL TRAINING PROGRAMS 261138 WIRE TRANSFER Middle East and North Africa Crisis contingency Response Fund 15000 Wire Transfer Middle East and North Africa Thanksgiving Dinner for Students 19000 Wire Transfer 1 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADER COMMITTEES AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED. THE COMMITTEES MONITOR THE USE OF FUNDS, ENSURING THAT ALLOCATION REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT. FUNDING GUIDELINES INCLUDE THAT ALL GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, PRODUCE AN ANNUAL AUDIT BY AN INDEPENDENT FIRM AND MAINTAIN BY-LAWS THAT CONFIRM THE LEGALLY ACCEPTED STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATELY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS SPENT, AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE. Schedule F, Part I, Line 3 REGION: MIDDLE EAST AND NORTHERN AFRICA SPECIFIC TYPES OF SERVICES IN THE REGION: JFNA GLOBAL OPERATIONS MEET CRITICAL NEEDS IN ISRAEL AND AROUND THE WORLD. ALONG WITH MISSIONS TO ISRAEL ARE ORGANIZED THROUGH OUT THE YEAR. 1 Leading Edge Alliance 150 West 30th Street Room 900 New York NY 10001 812625263 501C3 50000 Gen Grants Jewish Funders Network 150 WEST 30TH STREET SUITE 900 New York NY 10001 232742482 501C3 30000 Westbury Crisis Contingency Request Fund KAVOD 600 RIVER VIEW Road Memphis TN 38120 475495289 501C3 10000 Emergency Assistance Holocaust Bet Tzedek 3250 Wilshire Blvd 13th Floor Los Angeles CA 90010 237304205 501C3 141667 Holocaust Grants Council for Jewish Elderly 3003 W Touhy Avenue Chicago IL 60645 362727597 501C3 92711 Holocaust Grants Edith & Carl Marks Jewish Community House Benson hurts 7802 Bay Parkway Brooklyn NY 11214 111633484 501C3 231981 Holocaust Grants Gulf Coast Jewish Family & Community Services 14041 Icot Boulevard Tampa FL 33635 591229354 501C3 25500 Holocaust Grants Jewish Family Service of Orange County 720 Route 17 M Middletown NY 10940 141731791 501C3 75000 Holocaust Grants Jewish Community Council of Rockaway 1525 Central Avenue Far Rockaway NY 11691 112425813 501C3 46529 Holocaust Grants Jewish Community Council of Canarsie 1170 Pennsylvania Ave Suite 3 Brooklyn NY 11239 112608645 501C3 75000 Holocaust Grants Jewish Family & Child Service 1221 SW Yamhill St Suite 301 Portland OR 97205 930386851 501C3 11378 Holocaust Grants Jewish Family and Childrens Service 2100 Arch St 5th Floor Philadelphia PA 19103 231352026 501C3 58053 Holocaust Grants Jewish Family Children Services of Southern Arizona 4301East 5th Street Tucson AZ 85711 860623896 501C3 70700 Holocaust Grants Jewish Family Community Services East Bay 2484 Shattuck Ave Suite 210 Berkeley CA 94804 943250304 501C3 97481 Holocaust Grants Jewish Family Service Seattle Washington 1601 16th Avenue Seattle WA 98122 910565537 501C3 34000 Holocaust Grants Jewish Family Service Agency of Central New Jersey 655 Westfield Avenue Elizabeth NJ 07208 221487364 501C3 110000 Holocaust Grants Jewish Family Service of metropolitan Detroit 6600 W Maple Road West Bloomfield MI 48322 381358397 501C3 105000 Holocaust Grants Jewish Family and Childrens Services of Northern New Jersey 1485 Teaneck Road Teaneck NJ 07666 222223109 501C3 27720 Holocaust Grants Jewish Family Service of Orange County California 1 Federations Way suite 220 Irvine CA 92603 952407026 501C3 47500 Holocaust Grants Jewish Family Service of the Cincinnati Area 8487 Ridge Rd Cincinnati OH 45236 310744786 501C3 50000 Holocaust Grants Jewish Family Services of Columbus 1070 College Avenue Columbus OH 43209 314379497 501C3 50000 Holocaust Grants Jewish Family Services of Greater Charlotte 5007 Providence Rd Suite 105 Charlotte NC 28226 201146861 501C3 48545 Holocaust Grants Metropolitan New York Coordinating Council on Jewish Poverty 120 Broadway 7th Floor New York NY 10271 132738818 501C3 131074 Holocaust Grants Older Adults Technology Services Inc 168 7th Street Suite 3A Brooklyn NY 11215 550882599 501C3 112500 Holocaust Grants Pesach Tikvah Hope Development Inc 18 Middleton Street Brooklyn NY 11206 112642641 501C3 219993 Holocaust Grants Ruth and Norman Rales Jewish Family Services Inc 21300 Ruth Baron Coleman Blvd Boca Raton FL 33428 651115689 501C3 49620 Holocaust Grants Selfhelp Community Services Inc 520 Eighth Avenue New York NY 10018 131624178 501C3 358695 Holocaust Grants The Blue Card Inc 171 Madison Avenue Suite 1405 New York NY 10016 131623910 501C3 110000 Holocaust Grants Alpert Jewish Family & Childrens Service 5841 Corporate Way Suite 200 West Palm Beach FL 33407 591520581 501C3 93750 Holocaust Grants Jewish Family and Community Services Jacksonville 8540 Baycenter RD Jacksonville FL 32256 590637868 501C3 27554 Holocaust Grants Raymond and Mirism Klein JCC Philadelphia 10100 Jamison Avenue Philadelphia PA 19116 270840848 501C3 75000 Holocaust Grants Jewish Family Career Services Louisville Kentucky 2821 Klempner Way Louisville KY 40205 610444704 501C3 21354 Holocaust Grants Jewish Social Service Agency Eaglebank 200 Wood Hill Road Rockville MD 20850 530196598 501C3 211256 Holocaust Grants Guardians of the Sick 5216 11th Ave Brooklyn NY 11219 116003433 501C3 86947 Holocaust Grants Jewish Community Services South Florida 735 NE 125th Street N Miami FL 33161 590637867 501C3 13000 Holocaust Grants Jewish Family Services Los Angeles 3580 Willshire Blvd Ste 700 Los Angeles CA 90010 951691013 501C3 35000 Holocaust Grants United Jewish Fed of Williamsburg 32 Penn Street Brooklyn NY 11249 112728233 501C3 16000 Holocaust Grants Goodman Jewish Family Services of Broward 5890 S Pine Road Ste 20 Fort Lauderdale FL 33328 465507093 501C3 15000 Holocaust Grants Jewish Federation of Metropolitan Chicago 30 S Well Street Chicago IL 60606 362167761 501C3 14000 Holocaust Grants Gladwyne Presbyterian Church 1321 Beaumont Church Gladwyne PA 19035 236050644 501C3 34000 Interfaith Jewish Federation of Greater Houston 5603 S Braeswood Blvd Houston TX 77096 741109654 501C3 4209229 Hurricane Harvey Hebrew Free Loan Association Houston 4131 South Braeswood Blvd Houston TX 77025 760069644 501C3 100000 Hurricane Harvey Nechama Jewish Response to Disaster 12219 Nicollet Avenue Burnsville MN 55337 411998750 501C3 90000 Disaster Relief Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501C3 38831 Hurricane Harvey Congregation BNai Israel PO Box 8060 Galveston TX 77553 746000907 501C3 45000 Hurricane Harvey Jewish Federation of Venture 7620 Foothill Road Ventura CA 93004 953848761 501C3 36742 Fire relief Jewish Federation of Greater Santa Barbara 524 Chapala Street Santa Barbara CA 93101 237354759 501C3 37500 Fire relief Jewish Federation of Baton Rouge 4845 Jamestown Avenue Baton Rouge LA 70808 237208853 501C3 120161 Flood Relief Jewish Federation of Broward County 5890 S Pine Island Road Davie FL 33328 590967823 501C3 20000 Hurricane Irma Jacsonville Jewish Federations 8505 San Jose Blvd Jacsonville FL 32217 590637864 501C3 20000 Hurricane Irma Jewish Federation of Greater Naples 2500 Vanderbilt Beach Road Naples FL 34109 592151725 501C3 60000 Hurricane Irma Jewish Federation of Pinellas & Paso Counties 13191 Starkey Road Largo FL 33773 590697685 501C3 40000 Hurricane Irma B'Nai Zion Synagogue 750 United Street Key West FL 33040 650023035 501C3 15000 Hurricane Irma Chabad Lubavitch 770 Eastern Parkway Brooklyn NY 11213 113587172 501C3 200400 Hurricane Irma Greater Miami Jewish Fed Inc 4200 Biscayne Blvd Miami FL 33137 590624404 501C3 20000 Hurricane Irma Chabad Key West 906 Trinity Drive Key West FL 33040 650635011 501C3 9108 Hurricane Irma IsraAid US Global Humanitarian Assistance Inc co Erin Zaikis College Avenue Palo Alto CA 94306 462118225 501C3 213436 Hurricane Harvey, Irma AFYA Foundation 140 Saw Mill River Road Yonkers NY 10701 261300361 501C3 50000 Hurricane Harvey, Irma Jewish Community Center of Puerto Rico 903 Avenue Ponce de Leon San Juan PR 00907 660238586 501C3 166612 Hurricane Harvey, Irma Foundation for Puerto Rico Inc PO Box 36409 San Juan PR 00936 660776227 501C3 75000 Hurricane Harvey, Irma American Joint Distribution Committee 711 Third Ave 10TH Floor New York NY 10017 131656634 501C3 52054 Hurricane Harvey, Irma Hebrew Congregation of Saint Thomas PO Box 266 St Thomas VI 00804 670251194 501C3 190851 Puerto Rico Relief Hillel International 800 Eight Street NW Washington DC 20001 521844823 501c3 19000 Thanks Giving Dinner for Students in Israel University of Florida Gainesville Florida FL 32611 596002052 501C3 10944 Scholarship University of Michigan 500 S STATE STREET ANN ARBOR MI 48109 386006309 501c3 20000 SCHOLARSHIP Secure Community Network Inc 25 BROADWAY SUITE 1700 NEW YORK NY 10004 201437733 501C3 1017500 NATIONAL JEWISH NON PROFIT HOMELAND SECURITY Jewish Federations of Greater Phoenix 12701 N SCOTTSDALE RD SUITE 201 SCOTTSDALE AZ 85254 470874376 501C3 11147 STRATEGIC CONSULTING SERVICES Jewish Federation of Greater Metrowest 901 ROUTE 10 WHIPPANY NJ 07981 221487222 501C3 165000 HOLOCAUST GRANTS FROM WILF FUND Jewish Family & Children Services San Francisco California 2150 Post Street PO Box 15904 San Francisco CA 94115 941156528 501C3 75000 Holocaust ORT AMERICA 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 135562424 501c3 2489708 GRANTS MAKING United Israel Appeal 25 Broadway Suite 1700 New York NY 10004 131760102 501C3 159859136 0 Joint Distribution Committee 711 Third Avenue New York NY 10017 131656634 501C3 41425000 72 0 Schedule I, Part I, Line 2 - UNDER THE DIRECTION OF THE JEWISH FEDERATIONS OF NORTH AMERICA, LAY LEADERS COMMITTEES AND OFFICERS AND PROFESSIONALS EVALUATE EACH GRANTEE EXTENSIVELY, BEFORE AND AFTER FUNDS ARE DISTRIBUTED, THE COMMITTEE'S MONITOR THE USED OF FUNDS, ENSURING THAT ALLOCATIONS REFLECT THE PRIORITIES OF THE JEWISH FEDERATION MOVEMENT FUNDING GUIDELINES INCLUDE THAT ALL OF THE JEWISH FEDERATION MOVEMENT. FINDING GUIDELINES INCLUDED THAT GRANTEE ORGANIZATIONS MUST BE WELL-GOVERNED, COMPLY WITH GENERALLY ACCEPTED STANDARDS, INCLUDING PROVISIONS FOR APPROPRIATE LAY OVERSIGHT OF ALL FIDUCIARY MATTERS. GRANTEES ARE ALSO REQUIRED TO PROVIDE THE COMMITTEE WITH REPORTS ON HOW FUNDS ARE SPENT AND THE COMMITTEES CONDUCT SITE VISITS AS NECESSARY TO ENSURE COMPLIANCE, PART 1, LINE 2 JFNA REPORTS GRANTS ON SCHEDULE I TO UIA A SUBSIDIARY OF JFNA, AND THE AMERICAN JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501c3 ORGANIZATIONS-EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F Schedule I, Part II, Line 1 - NAME OF ORGANIZATION OR GOVERNMENT: UNITED ISRAEL APPEAL (H) PURPOSE OF GRANT OR ASSISTANCE: PROGRAM SERVICES RELATED TO IMMIGRATION, ABSORPTION, YOUTH CARE SERVICE & JEWISH IDENTITY AND DISASTER RELIEF. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Gerrald B Silverman President & CEO 632011 0 0 0 2838 0 23800 0 35350 0 693999 0 0 0 Mark Gurvis Executive Vice President 366945 0 0 0 2838 0 5400 0 34596 0 409779 0 0 0 Pamela A Zaltsman Chief Financial Officer 171134 57045 0 0 852 284 3473 1158 5346 1782 180805 60269 0 0 Becky Porath General Counsel 163430 0 0 0 331 0 3581 0 38404 0 205746 0 0 0 Brian Abrahams Senior Vice President 307765 0 0 0 2838 0 5400 0 38790 0 354793 0 0 0 Becky Caspi Director General Israel Office 249548 0 0 0 30194 0 35519 0 31827 0 347088 0 0 0 William Daroff Senior Vice President 293558 0 0 0 990 0 5400 0 29720 0 329668 0 0 0 Pam Kurtzman Senior Vice President 158737 0 0 0 734 0 3167 0 3596 0 166234 0 0 0 Renee Rothstein Senior Vice President 278380 0 0 0 1448 0 5400 0 15789 0 301017 0 0 0 David Mallach V-UIA/Executive VP-IEF 76322 114483 0 0 3686 5530 1697 2545 15828 23742 97533 146300 0 0 Ethan Felson Executive Director 199400 0 0 0 973 0 4040 0 6538 0 210951 0 0 0 Kimberlee Fish Executive Director 199012 0 0 0 434 0 4140 0 13084 0 216670 0 0 0 David Kessel Associate Vice President 240032 0 0 0 416 0 5166 0 31375 0 276989 0 0 0 Beth Mann Vice President 203969 0 0 0 1943 0 4298 0 16023 0 226233 0 0 0 Geri Palast Executive Director 193442 0 0 0 5375 0 4040 0 14581 0 217438 0 0 0 Schedule J, Part I, Line 1a There are several meetings during the year which require the attendance of the spouse of the CEO. Schedule J, Part I, Line 8 - AMOUNTS WERE PAID TO GERRALD SILVERMAN, PRESIDENT/CEO, PURSUANT TO A CONTRACT SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-(A) 3. A BINDING WRITTEN CONTRACT WAS EXECUTED BETWEEN THE ORGANIZATION AND GERRALD SILVERMAN. GERRALD SILVERMAN WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT ON JULY 7, 2009. THE STARTING DATE ACCORDING TO THE CONTRACT WAS SEPTEMBER 30, 2009 FOR A CONTRACT OF FIVE YEARS THAT EXPIRED SEPTEMBER 2014. FROM SEPTEMBER 2014 THERE IS A RENEWAL OF CONTRACT THAT WILL EXPIRE SEPTEMBER 2019. Schedule J, Part II SALARIES RELATED TO THE WORK PERFORMED FOR UIA (RELATED ORGANIZATION) BY PAMELA ZALTSMAN AND DANIEL ALLEN WERE PAID BY JFNA AND RECORDED IN EXPENSES IN JFNA FINANCIAL STATEMENTS. THE RELATIONSHIP BETWEEN THE ORGANIZATION, THEY HAVE CERTAIN COMMON BOARD MEMBERS. Jennifer Hillel Family Member 84065 Wages 0 Form 990, Part I, Line 7b FORM 990-T WAS FILEd EXCLUSIVELY FOR QUALIFIED TRANSPORTATION AND PARKING FRINGE BENEFITS UNDER SECTION 512(a)(7) FOR THE PERIOD BEGINNING JANUARY 1, 2018 THRU JUNE 30,2018. Form 990, Part III, Line 1 THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS AND SERVES 147 JEWISH FEDERATIONS,300 INDEPENDENT NETWORK JEWISH COMMUNITIES ACROSS NORTH AMERICA AND 30 SEPARATELY INCORPORATED JEWISH COMMUNITY FOUNDATIONS. THE FEDERATION MOVEMENT PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM (REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). THE JEWISH FEDERATIONS OF NORTH AMERICA LEADS A CONTINENTAL FEDERATION MOVEMENT TO MOBILIZE FINANCIAL AND SOCIAL RESOURCES THROUGH PHILANTHROPIC ENDEAVORS, STRATEGIC INITIATIVES AND INTERNATIONAL AGENCIES THAT STRENGTHEN THE JEWISH PEOPLE Form 990, Part V, Line 3a FORM 990-T WAS FILED EXCLUSIVELY FOR QUALIFIED TRANSPORTATION AND PARKING FRINGE BENEFITS UNDER SECTION 512(a)(7) FOR THE PERIOD BEGINNING JANUARY 1, 2018 THRU JUNE 30,2018. Form 990, Part VI, Section A, Line 2 DAVID SCHULMAN AND STACEY SCHULMAN - FATHER AND DAUGHTER. Form 990, Part VI, Section A, Line 6 FEDERATION MEMBERS CORPORATION -DELAWARE NOT-FOR-PROFIT CORPORATION AND SOLE MEMBER OF THE CORPORATION. "CORPORATION" MEANS THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. FORMERLY KNOWN AS UNITED JEWISH COMMUNITIES, INC., FORMERLY KNOWN AS UNITED JEWISH APPEAL, INC., THE SURVIVING CORPORATION IN THE MERGER OF UNITED JEWISH APPEAL, INC. AND COUNCIL OF JEWISH FEDERATIONS, INC. FEDERATION MEMBERS OF THE FEDERATIONS MEMBERS CORPORATION ARE U.S. FEDERATIONS AND CANADIAN FEDERATIONS. Form 990, Part VI, Section A, Line 7a THROUGH THE FEDERATION MEMBERS CORPORATION, AT LEAST 68% OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED FROM MEMBER FEDERATIONS. THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR RATIFICATION OF THE APPOINTMENT OF THIS GROUP OF TRUSTEES. THE REMAINING TRUSTEES ARE APPOINTED BY OUR DELEGATE ASSEMBLY, ESSENTIALLY MADE UP OF FEDERATION REPRESENTATIVES PURSUANT TO REPRESENTATION SPECIFICATIONS PROVIDED UNDER THE JEWISH FEDERATIONS OF NORTH AMERICA BY-LAWS. Form 990, Part VI, Section A, Line 7b - UNDER THE CORPORATION BY-LAWS THE DELEGATE ASSEMBLY IS RESPONSIBLE FOR ADOPTION OF THE ANNUAL BUDGET OF THE CORPORATION RECOMMENDED BY THE BOARD OF TRUSTEES Form 990, Part VI, Section B, Line 11b THE 990 WAS PREPARED BY THE JFNA FINANCE DEPARTMENT PROFESSIONALS. THE FORM 990 IS REVIEWED BY JFNA MANAGEMENT BEFORE BEING PRESENTED FOR AUDIT BY INDEPENDENT AUDITORS AND REVIEWED BY THE JFNA AUDIT COMMITTEE AN INDEPENDENT STANDING COMMITTEE OF THE BOARD OF TRUSTEES BEFORE FILING. THE 990 IS POSTED ON THE JFNA SECURE WEBSITE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW BEFORETHE FORM 990 IS FILED. Form 990, Part VI, Section B, Line 12c CONFLICT OF INTEREST POLICY Members of JFNA's professional staff serve a public interest role and have a duty to conduct all affairs of JFNA in a manner consistent with this concept. All decisions made by staff are to be made solely on the basis of a desire to promote the best interests of JFNA and the public good. This policy is intended to clearly establish JFNA's policies and procedures with regard to activities engaged in by members of the professional staff that may be considered a conflict of interest. JFNA's General Counsel, Chief Financial Officer and Vice President of the Human Resources Department will monitor compliance with this policy. Administration of this policy will be the responsibility of the CEO/President or Executive Vice President and JFNA's outside counsel. A "conflict of interest" may exist whenever the personal interests of a JFNA employee interfere - or have the appearance that they might potentially interfere - in any way with the interests of JFNA. A conflict may exist when an employee takes actions or has business interests that make it difficult to perform his or her work objectively and effectively. Conflicts may also arise when an employee or a member of his or her family receives an improper personal benefit as a result of the employee's position in JFNA, whether received from JFNA or a third party. Professional staff members are required to avoid all conflicts of interest unless they receive prior approval in writing from the CEO/President (or any committee of the Board entrusted with the oversight of conflicts of interest), who will confer with JFNA's outside counsel, both of whom shall be responsible for the administration of this policy. Although it is not possible to specify every action that might create a conflict of interest, this policy sets forth the ones that most frequently present problems. The potential for a conflict of interest exists when JFNA's employees or members of their families: 1. have a financial interest in, business relationship with, or indebtedness to an entity with which they do or seek business on behalf of JFNA; 2. accept payments, loans, services, or gifts from anyone doing or seeking to do business with JFNA; 3. are officers, directors, partners, influential employees or consultants to any organization doing or seeking to do business with JFNA; or 4. engage in conduct which is adverse or harmful to the policies, purposes and goals of JFNA. JFNA's leadership, including members of the professional staff, hold positions of trust to donors and our beneficiaries. Moreover, charities serve a public interest and JFNA holds a position of special prominence among American charities. To preserve this trust, JFNA must presume that transactions are not at arms-length when they are between persons whose relationship may suggest a potential conflict of interest, and to protect JFNA from the taint of impropriety, actual or perceived, we will subject such transactions to a closer scrutiny and more rigorous oversight than would otherwise apply to other transactions. SCOPE This policy applies to all employees involved in contracting for goods or services on behalf of JFNA and to all professional staff. DISCLOSURE Members of the professional staff shall be required to provide an initial and, thereafter, annual statement attesting: * that they have read and are familiar with the policy; * that neither they, nor to the best of their knowledge, their family members, have in the past engaged, are presently engaging, or plan to engage in any activity that contravenes this policy. Disclosures required from members of the staff must be directed in writing to the head of the Human Resources Department. In the event that members of the staff become aware of a conflict, they shall disclose such information to the head of Human Resources, or Chief Financial Officer, who will communicate to the CEO/President, or the Executive Vice President those disclosures that are required by this Policy. These disclosures shall be held in confidence except when the best interests of JFNA would be served by communicating the information to the Board of Trustees in executive session. Any staff member who is uncertain about a possible conflict of interest in any matter or who has questions about this policy should contact Human Resources. Any staff member may request a decision regarding whether a particular circumstance creates a conflict of interest from the CEO/President (or any committee of the Board entrusted with the oversight of conflicts of interest) who will confer with JFNA's outside counsel, both of whom shall be responsible for determining whether a possible conflict exists. REPORTING The CEO/President or the Executive Vice President shall make a report to the Audit Committee, at least annually, listing all conflicts and identifying those that were approved. PENALTY FOR NON-COMPLIANCE Failure to comply with this policy, including failure to submit in a timely fashion the statements required, will be grounds for termination. Form 990, Part VI, Section B, Line 13 WHISTLEBLOWER POLICY The Jewish Federations of North America's Board of Trustees adopted this "Whistleblower Policy" which sets forth procedures that JFNA trustees, officers, employees and volunteers ("Covered Persons") may follow to report alleged misconduct. This policy applies to Covered Persons, and shall be distributed to all JFNA trustees, officers, employees, and to volunteers. The objectives of this Whistleblower Policy are to encourage and enable Covered Persons, without fear of retaliation, to raise concerns regarding suspected violations of JFNA policies, unethical and/or illegal conduct or practices so that JFNA can address and correct inappropriate conduct and actions. REPORTING OF CONCERNS OR COMPLAINTS JFNA is committed to taking action to prevent misconduct, including fraud, violations of law, violations of JFNA policies, and improper accounting or audit practices ("Misconduct"). Covered Persons should promptly come forward and report any instances in which they become aware of Misconduct or potential Misconduct, without regard to the identity or position of a suspected offender. For this purpose and described herein, an outside organization has been authorized to receive complaints of suspected Misconduct. HOW TO REPORT CONCERNS OR COMPLAINTS Covered Persons may communicate suspected Misconduct by calling the toll-free telephone number (800) 482-3920 in the US or Canada or, in Israel, from an outside line dial 1(800) 94-94-949; a voice prompt will then assist the caller in dialing the toll-free number. Another option is to make a report using the following confidential website: www.ethicspoint.com. Both the telephone number and the website are hosted by "EthicsPoint," an independent private organization which is not affiliated with JFNA and which provides a confidential way for Covered Persons to report suspected Misconduct. In order to be better equipped to respond to any information or complaint, it would be helpful if the caller identifies him or herself and provides their telephone number and other contact information when making the report. However, if anonymity is preferred, it is not necessary that one's name or position be disclosed and caller ID will not be activated on the line. Regardless of whether identification is given, please provide as much information as possible so as to enable a thorough investigation, including where and when the act or incident occurred, names and titles of the individuals involved, and any other relevant details. Alternatively, employees may also raise concerns about suspected misconduct to JFNA's Executive Vice President and/or head of the Human Resources Department. A FEW EXAMPLES OF WHAT TO REPORT Accounting and Auditing Matters The improper systematic recording and analysis of JFNA's business and/or financial transactions. Examples include misstatement of contributions, expenses, assets and/or misapplications of generally accepted accounting principles and wrongful transactions. Conflicts of Interest A situation in which a Covered Person has a private or personal interest sufficient to appear to influence the objective exercise of his/her official duties. An example is if JFNA has entered into a contract for a company's services and a Covered Person responsible for the engagement has failed to inform JFNA that he or she has a relative who is a principal in that company. Falsification of Contracts, Reports or Records This consists of altering, fabricating, falsifying or forging all or any part of a document, contract or record for the purpose of gaining an advantage or misrepresenting the value of the document, contract or records. Violation of Law Any violation of applicable law. The examples set forth above do not limit the definition of Misconduct. BAD FAITH Any allegations that prove to have been made maliciously or in bad faith will be viewed as a serious offense and could subject the Covered Person to discipline up to and including termination from employment and/or removal from office or appointment. CONFIDENTIALITY JFNA will treat all communications under this policy in a confidential manner to the extent possible, consistent with the need to conduct an adequate investigation. Any Covered Person raising a concern or complaint pursuant to this policy must be acting in good faith and have reasonable grounds for believing the information disclosed indicates Misconduct. NO RETALIATION No Covered Person who in good faith reports a concern regarding Misconduct shall suffer intimidation, harassment, retaliation, discrimination or adverse employment consequences because of such a report. Any Covered Person who retaliates against someone who has reported a concern of Misconduct in good faith is subject to discipline up to and including termination of employment or their appointment (as applicable). JFNA's commitment to protecting from retaliation Covered Persons who in good faith report suspected Misconduct has been delegated jointly to the General Counsel and head of the Human Resources Department. They will administer the Whistleblower policy and report to the Audit Committee. Form 990, Part VI, Section B, Line 15 THE COMPENSATION COMMITTEE IS CHARGED WITH ESTABLISHING AND MAINTAINING POLICIES AND STANDARDS FOR EXECUTIVE COMPENSATION. THE COMMITTEE ENGAGES IN THE FOLLOWING AREAS OF RESPONSIBILITY: -SETS THE TERMS AND CONDITIONS OF EMPLOYMENT FOR THE CEO/PRESIDENT AND DETERMINES SALARY INCREASES GOING FORWARD. IN ITS ANNUAL REVIEW OF THE CEO/PRESIDENT'S COMPENSATION, COMMITTEE MEMBERS ARE PROVIDED WITH RELEVANT COMPENSATION INFORMATION ALONG WITH COMPARABLE DATA AS PREPARED BY AN OUTSIDE EXPERT. -APPROVES THE TERMS AND CONDITIONS OF SENIOR MANAGEMENT TEAM (SMT) HIRES. IN ADDITION, THE COMMITTEE REVIEWS SALARY INCREASE PROPOSALS, AS PRESENTED BY THE CEO/PRESIDENT, FOR EVERY SMT MEMBER. IN ADVANCE OF THIS REVIEW, THE COMMITTEE IS PROVIDED WITH RELEVANT SALARY INFORMATION. -REVIEWS AND IS ASKED TO APPROVE PROPOSED ANNUAL SALARY INCREASES FOR NON-UNION STAFF. THE COMMITTEE IS PROVIDED WITH APPROPRIATE SALARY DATA IN ADVANCE AND IS GIVEN A PERSON-BY-PERSON REVIEW OF ANY SALARY REQUESTS OVER A PREDETERMINED AMOUNT. SOLID SALARY REVIEW ARE DONE EVERY YEAR. THE LAST ONE WAS PERFORMED IN THE YEAR 2015. OTHER: PROVIDES GUIDANCE ON ANY MAJOR CLAIM BEING MADE AGAINST THE ORGANIZATION AND REVIEWS/APPROVES ANY SETTLEMENT PROPOSALS; LABOR NEGOTIATIONS STRATEGIES; OTHER MATTERS AS DETERMINED BY THE CEO/PRESIDENT. THE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD (CHAIR OF THE COMMITTEE), THE CHAIR OF THE EXECUTIVE COMMITTEE, TREASURER PLUS TWO OTHER MEMBERS. PART VI, SECTION B, LINE 15B JFNA'S CEO MAKES A RECOMMENDATION TO THE CHAIR OF BOARD WHO IS ALSO CHAIR OF THE COMPENSATION COMMITTEE WHO THEN PRESENTS IT TO THE COMPENSATION COMMITTEE. A SEPARATE CHART IS PROVIDED THAT GIVES RELEVANT INFORMATION ON EACH KEY EMPLOYEE/OFFICER AND PROVIDES INDUSTRY SALARY PARAMETERS AS CONTAINED WITHIN THE HAY GROUP SALARY RANGES. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES ITS DECISION. Form 990, Part VI, Section C, Line 18 THE JEWISH FEDERATION OF NORTH AMERICA'S (JFNA) 990 IS AVAILABLE ON ITS WEBSITE, GUIDESTAR AND UPON REQUEST. JFNA RECEIVED ITS RULING FROM THE IRS AS A TAX EXEMPT CHARITY ON FEBRUARY 1936. JFNA DOES NOT HAVE A COPY OF ITS APPLICATION. AN ORGANIZATION THAT FILED ITS APPLICATION BEFORE JULY 15, 1987, MUST MAKE THE APPLICATION AVAILABLE ONLY IF IT HAD A COPY OF THE APPLICATION ON JULY 15, 1987. SEE NOTICE 88-120 FOR DETAILS. Form 990, Part VI, Section C, Line 19 ALL JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) STATEMENTS INCLUDING GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, MANAGEMENT LETTER, FORM 990, CONFLICT OF INTEREST STATEMENTS AND WHISTLE BLOWER POLICY ARE AVAILABLE AT REQUEST. THE JFNA ANNUAL REPORT AND FORM 990 IS AVAILABLE ON THE JEWISHFEDERATIONS.ORG WEBSITE. Form 990, Part XI, Line 9 Adjustment to Minimum Pension Liabilities. Form 990, Part XII, Line 2c THERE HAS BEEN NO CHANGE IN THE FUNCTION OF THE AUDIT COMMITTEE FROM PRIOR YEARS. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR THE NOMINATION OF THE INDEPENDENT AUDITORS FOR THE ORGANIZATION, FOR THE DETERMINATION OF THE SCOPE OF THEIR AUDIT, FOR THE REVIEW AND EVALUATION OF THEIR REPORTS, FOR REVIEW AND EVALUATION OF THE ADHERENCE OF MANAGEMENT TO ACCOUNTING RULES AND OF THEACTION TAKEN BY MANAGEMENT IN RESPONSE TO THE AUDITORS' RECOMMENDATIONS, AND FOR THE ENGAGEMENT AND TERMINATION OF THE ENGAGEMENT OF AN INTERNAL AUDITOR IF DEEMED NECESSARY BY THE COMMITTEE OR THE BOARD. JFBP LLC 25 Broadway New York NY 10004 352221732 FACILITATES THE ISSUANCE TAX EXEMPT BOND BY FED. AND THEIR AFFILIATES NY 0 0 N/A UNITED ISRAEL APPEAL INC 25 BROADWAY NEW YORK NY 10004 131760102 ADMINISTERS/SUPERVISES THE JEWISHFUNDS ALLOC FOR PHILANTHROPIC PURPOSES NY 501 (C)(3) 7 THE JEWISH FEDERATIONS OF NORTH AMERICA INC 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 UNITED ISRAEL APPEAL INC p 564393 UIA EXPENSES PAID BY JNFA UNITED ISRAEL APPEAL INC b 159859136 Grant Schedule R, Part II IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: UNITED ISRAEL APPEAL,INC. DIRECT CONTROLLING ENTITY: THE JEWISH FEDERATIONS OF NORTH AMERICA, INC. Schedule R, Part V, Line 1n CERTAIN EMPLOYEES HAVE SHARED RESPONSIBILITIES FOR JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL. Schedule R, Part V, Line 1q JFNA AND THE RELATED ORGANIZATION UNITED ISRAEL APPEAL LIST TRANSFER OF CASH ASEXCHANGE TRANSACTIONS AND ARE NOT LISTED IN REVENUES OR EXPENSES.