JEWISH FEDERATION OF NASHVILLE & MIDDLE TENNESSEE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF NASHVILLE & MIDDLE TENNESSEE (EIN 62-6077703)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349314305
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:57:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626077703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF NASHVILLE AND | BusinessNameLine1Txt |
| Business Name Line2 | MIDDLE TENNESSEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 6153520056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 PERCY WARNER BOULEVARD 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECKY GUNN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6153520056 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES LEAHY | PreparerPersonNm |
| PTIN | P00320901 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER NASHVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BECKY GUNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 PERCY WARNER BOULEVARD 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,655,156 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JEWISHNASHVILLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE AS THE CENTRAL VOLUNTARY COMMUNAL ORGANIZATION OF THE JEWISH COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $264,028 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,121,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,264,107 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,778 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $177,395 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,017,761 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,918,371 | CYInvestmentIncomeAmt |
| PY Other Revenue | $134,669 | PYOtherRevenueAmt |
| CY Other Revenue | $131,544 | CYOtherRevenueAmt |
| PY Total Revenue | $3,348,336 | PYTotalRevenueAmt |
| CY Total Revenue | $5,491,417 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,491,537 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,524,657 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $795,844 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,637,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $507,975 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $587,245 | PYOtherExpensesAmt |
| CY Other Expenses | $773,401 | CYOtherExpensesAmt |
| PY Total Expenses | $2,874,626 | PYTotalExpensesAmt |
| CY Total Expenses | $5,935,072 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $473,710 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$443,655 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,888,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,389,309 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,557,470 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,518,262 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,331,424 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,871,047 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JEWISH FEDERATION OF NASHVILLE IS THE CENTRAL VOLUNTARY COMMUNAL ORGANIZATION OF THE JEWISH COMMUNITY. THROUGH ITS FUND-RAISING, PLANNING AND COMMUNITY RELATIONS EFFORTS, EITHER INDEPENDENTLY OR IN PARTNERSHIP WITH OTHER JEWISH ORGANIZATIONS, THE FEDERATION WORKS TO PROMOTE THE GENERAL WELFARE, VIABILITY AND COHESIVENESS OF THE JEWISH COMMUNITY OF NASHVILLE AND MIDDLE TENNESSEE AND TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE LOCALLY, IN ISRAEL AND AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,524,657 | ExpenseAmt |
| Grant | $3,524,657 | GrantAmt |
| Desc | PHILANTHROPY: THE ORGANIZATION PROVIDES CHARITABLE SUPPORT TO SECULAR AND NONSECULAR SECTION 501(C)(3) CHARITABLE ORGANIZATIONS AND ALSO SERVES AS AN AGENCY FOR ITS DONORS TO PROVIDE CHARITABLE SUPPORT TO BOTH SECULAR AND NONSECULAR CHARITABLE ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $737,707 | ExpenseAmt |
| Desc | JEWISH EDUCATION: THE ORGANIZATION PROVIDES EDUCATION FOR THE JEWISH COMMUNITY ON THE JEWISH FAITH AND ISRAEL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $187,496 | ExpenseAmt |
| Revenue | $17,163 | RevenueAmt |
| Desc | OBSERVER: THE ORGANIZATION PUBLISHES A MONTHLY NEWSPAPER, WHICH DISCUSSES LOCAL AND GLOBAL ISSUES AS IT RELATES TO THE JEWISH COMMUNITY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,449,860 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 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 | 0 | 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 | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKY GUNN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6153520056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 PERCY WARNER BOULEVARD 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LESLIE KIRBY | |||||||
| PRESIDENT (END 11/24) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARON KARABEL | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACOB KLEINROCK | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARLENE AVERBUCH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD BENUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BOCKIAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY CORNELIUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSEY DANZINGER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SETH GOLDBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY GOLDSTEIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BECCA GRONER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ORI HART | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HIRSCH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MINDY HIRT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BATIA KARABEL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACOB KUPIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HAYLEY LEVY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC MIROWITZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LANA PARGH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA STERN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARA SUVALL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI JOSHUA KULLOCK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE TOWNSEND | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM DRETLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIE WIEMERS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BECKY GUNN | |||||||
| CFO | 40.00 | Yes (X) | $138,125 | $0 | $15,939 | ||
| DAN HORWITZ | |||||||
| CEO | 40.00 | Yes (X) | $230,606 | $0 | $29,954 | ||
| DEBORAH OLESHANSKY | |||||||
| COMMUNITY RELATIONS DIRECT | 40.00 | $113,076 | $0 | $14,538 | Yes (X) | ||
| JASON SPARKS | |||||||
| DIR (END 2/24), CDO (START 3/24) | 40.00 | $106,561 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $588,368 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,431 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEI | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FREEDOM VALLEY DRIVE | AddressLine1Txt |
| City | OAKS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $190,481 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,264,107 | AllOtherContributionsAmt |
| Noncash Contributions | $630,723 | NoncashContributionsAmt |
| Total Contributions | $3,264,107 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBSERVER INCOME | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $177,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,163 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $160,232 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $177,395 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,890,225 | TotalRevenueColumnAmt |
| Exclusion | $1,890,225 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,191,885 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,163,739 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,146 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,146 | TotalRevenueColumnAmt |
| Exclusion | $28,146 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ACCOUNTING SERVICES | 900099 | $103,796 | $103,796 | |
| OTHER REVENUE | 900099 | $27,748 | $27,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $131,544 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,491,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,163 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $264,028 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,946,119 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,524,657 | TotalAmt |
| Program Services | $3,524,657 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,624 | TotalAmt |
| Program Services | $203,166 | ProgramServicesAmt |
| Management And General | $128,533 | ManagementAndGeneralAmt |
| Fundraising | $82,925 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,699 | TotalAmt |
| Program Services | $490,832 | ProgramServicesAmt |
| Management And General | $310,527 | ManagementAndGeneralAmt |
| Fundraising | $200,340 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,444 | TotalAmt |
| Program Services | $14,918 | ProgramServicesAmt |
| Management And General | $9,437 | ManagementAndGeneralAmt |
| Fundraising | $6,089 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,689 | TotalAmt |
| Program Services | $43,947 | ProgramServicesAmt |
| Management And General | $27,804 | ManagementAndGeneralAmt |
| Fundraising | $17,938 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,558 | TotalAmt |
| Program Services | $49,273 | ProgramServicesAmt |
| Management And General | $31,173 | ManagementAndGeneralAmt |
| Fundraising | $20,112 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,783 | TotalAmt |
| Management And General | $25,783 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,285 | TotalAmt |
| Management And General | $47,285 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,830 | TotalAmt |
| Management And General | $18,830 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,481 | TotalAmt |
| Management And General | $190,481 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,366 | TotalAmt |
| Management And General | $23,366 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,305 | TotalAmt |
| Program Services | $28,076 | ProgramServicesAmt |
| Management And General | $59,523 | ManagementAndGeneralAmt |
| Fundraising | $24,706 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,360 | TotalAmt |
| Management And General | $3,360 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717 | TotalAmt |
| Program Services | $429 | ProgramServicesAmt |
| Management And General | $910 | ManagementAndGeneralAmt |
| Fundraising | $378 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,851 | TotalAmt |
| Management And General | $5,851 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,050 | TotalAmt |
| Management And General | $13,050 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER OPERATIONS | $95,978 | $28,273 | $42,825 | $24,880 |
| CAMPAIGN PROGRAMS | $93,202 | $0 | $0 | $93,202 |
| OBSERVER PUBLICATION | $52,169 | $52,169 | ||
| STAFF DEVELOPMENT | $30,738 | $7,685 | $16,291 | $6,762 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,286 | TotalAmt |
| Program Services | $6,435 | ProgramServicesAmt |
| Management And General | $22,208 | ManagementAndGeneralAmt |
| Fundraising | $30,643 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,935,072 | TotalAmt |
| Program Services | $4,449,860 | ProgramServicesAmt |
| Management And General | $977,237 | ManagementAndGeneralAmt |
| Fundraising | $507,975 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,272 | BOYAmt |
| EOY | $46,308 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,816 | BOYAmt |
| EOY | $340,745 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,336 | BOYAmt |
| EOY | $321,789 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,478 | BOYAmt |
| EOY | $53,542 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $174,205 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $158,503 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,104 | BOYAmt |
| EOY | $15,702 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,920,565 | BOYAmt |
| EOY | $19,399,540 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,194,323 | BOYAmt |
| EOY | $23,211,076 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $607 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,888,894 | BOYAmt |
| EOY | $43,389,309 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,380 | BOYAmt |
| EOY | $117,892 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,481,090 | BOYAmt |
| EOY | $11,400,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,557,470 | BOYAmt |
| EOY | $11,518,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,252,260 | BOYAmt |
| EOY | $20,837,213 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,079,164 | BOYAmt |
| EOY | $11,033,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,331,424 | BOYAmt |
| EOY | $31,871,047 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,888,894 | BOYAmt |
| EOY | $43,389,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$443,655 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $983,278 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | FSAuditedInd |
| 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 | $2,728,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,705,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,982,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,121,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,264,107 | CurrentTaxYearAmt |
| Total | $13,801,823 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,728,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,705,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,982,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,121,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,264,107 | CurrentTaxYearAmt |
| Total | $13,801,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $533,629 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,268,194 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,740,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,513,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,137,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,890,225 | CurrentTaxYearAmt |
| Total | $8,254,487 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,748 | CurrentTaxYearAmt |
| Total | $197,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,253,368 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $530,223 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58500 | 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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $18,830 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $18,830 | 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 | LOBBYIST FEES | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 644 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $664,509 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,141,272 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,995,394 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,100,629 | BeginningYearBalanceAmt |
| Contributions | $5,811 | ContributionsAmt |
| Investment Earnings Or Losses | $372,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $821,418 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $83,623 | AdministrativeExpensesAmt |
| End Year Balance | $7,573,925 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,655,689 | BeginningYearBalanceAmt |
| Contributions | $1,162,369 | ContributionsAmt |
| Investment Earnings Or Losses | $330,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,330 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $37,781 | AdministrativeExpensesAmt |
| End Year Balance | $8,100,629 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,386,793 | BeginningYearBalanceAmt |
| Contributions | $56,750 | ContributionsAmt |
| Investment Earnings Or Losses | $190,544 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $906,329 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $72,069 | AdministrativeExpensesAmt |
| End Year Balance | $6,655,689 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,514,783 | BeginningYearBalanceAmt |
| Contributions | $28,123 | ContributionsAmt |
| Investment Earnings Or Losses | -$577,699 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $489,408 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $89,006 | AdministrativeExpensesAmt |
| End Year Balance | $7,386,793 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,153,594 | BeginningYearBalanceAmt |
| Contributions | $140,805 | ContributionsAmt |
| Investment Earnings Or Losses | $2,224,487 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $909,827 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $94,276 | AdministrativeExpensesAmt |
| End Year Balance | $8,514,783 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,503 | DepreciationAmt |
| Book Value | $15,702 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,702 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $9,943,662 | F |
| ISRAEL AND FIXED INCOME BONDS | $13,267,414 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,211,076 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $11,272,056 |
| DESIGNATED GIVING | $128,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,400,370 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ABE'S GARDEN | |||||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 372052280 | 061818302 | 501(C)3 | $32,900 | $0 | GENERAL PROGRAM SUPPORT | |
| AKIVA SCHOOL | |||||||||
| 809 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | 620694534 | 501(C)3 | $340,921 | $0 | GENERAL PROGRAM SUPPORT | |
| ALEPH ALLIANCE FOR JEWISH RENEWAL | |||||||||
| 7000 LINCOLN DRIVE B 2 | PHILADELPHIA | PA | 191193046 | 232081703 | 501(C)3 | $6,000 | $0 | GENERAL PROGRAM SUPPORT | |
| ALEXANDER MUSS HIGH SCHOOL IN ISRAEL | |||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | 590173782 | 501(C)3 | $6,000 | $0 | GENERAL PROGRAM SUPPORT | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||||
| 220 E 42ND STREET | NEW YORK | NY | 100175833 | 131656634 | 501(C)3 | $6,044 | $0 | GENERAL PROGRAM SUPPORT | |
| AMERICAN RED CROSS - NASHVILLE AREA CHAPTER | |||||||||
| 2201 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | 530196605 | 501(C)3 | $9,513 | $0 | GENERAL PROGRAM SUPPORT | |
| AMERICAN TECHNION SOCIETY | |||||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 100221710 | 130434195 | 501(C)3 | $50,000 | $0 | GENERAL PROGRAM SUPPORT | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| PO BOX 21615 | NEW YORK | NY | 100871615 | 134092050 | 501(C)3 | $12,600 | $0 | GENERAL PROGRAM SUPPORT | |
| CASA NASHVILLE | |||||||||
| 340 21ST AVE N | NASHVILLE | TN | 372031848 | 621203459 | 501(C)3 | $5,100 | $0 | GENERAL PROGRAM SUPPORT | |
| CHABAD OF NASHVILLE | |||||||||
| 95 BELLEVUE ROAD | NASHVILLE | TN | 37221 | 621793153 | 501(C)3 | $11,500 | $0 | GENERAL PROGRAM SUPPORT | |
| CONGREGATION MICAH | |||||||||
| 2001 OLD HICKORY BLVD | BRENTWOOD | TN | 37027 | 621492703 | 501(C)3 | $19,765 | $0 | GENERAL PROGRAM SUPPORT | |
| CONGREGATION SHERITH ISRAEL | |||||||||
| 3600 WEST END AVENUE | NASHVILLE | TN | 37205 | 100162156 | 501(C)3 | $54,339 | $0 | GENERAL PROGRAM SUPPORT | |
| DAVID POSNACK JEWISH COMMUNITY CENTER | |||||||||
| 5850 S PINE ISLAND RD | DAVIE | FL | 333285900 | 592075982 | 501(C)3 | $6,000 | $0 | GENERAL PROGRAM SUPPORT | |
| FIFTY FORWARD | |||||||||
| 174 RAINS AVE | NASHVILLE | TN | 372035319 | 620566419 | 501(C)3 | $5,900 | $0 | GENERAL PROGRAM SUPPORT | |
| FREE ASSOCIATION INC GNOSIS RETREAT CENTER | |||||||||
| 2196 UNION STREET | SAN FRANCISCO | CA | 94123 | 943076712 | 501(C)3 | $6,000 | $0 | GENERAL PROGRAM SUPPORT | |
| FRIENDS OF ISRAEL DEFENSE FORCES FL | |||||||||
| 1903 S CONGRESS AVE SUITE 202 | BOYNTON BEACH | FL | 33426 | 133152596 | 501(C)3 | $15,500 | $0 | GENERAL PROGRAM SUPPORT | |
| FRIENDS OF UNITED HATZALAH | |||||||||
| 442 5TH AVENUE 1866 | NEW YORK | NY | 10018 | 113533002 | 501(C)3 | $261,000 | $0 | GENERAL PROGRAM SUPPORT | |
| GILDA'S CLUB | |||||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 372032701 | 621782928 | 501(C)3 | $5,750 | $0 | GENERAL PROGRAM SUPPORT | |
| GORDON JEWISH COMMUNITY CENTER | |||||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | 620471360 | 501(C)3 | $565,975 | $0 | GENERAL PROGRAM SUPPORT | |
| JEWISH COMMUNITY CENTERS OF DENVER | |||||||||
| 350 S DAHLIA ST | DENVER | CO | 80246 | 840404245 | 501(C)3 | $100,000 | $0 | GENERAL PROGRAM SUPPORT | |
| JEWISH FAMILY SERVICE | |||||||||
| 801 PERCY WARNER BLVD STE 103 | NASHVILLE | TN | 37205 | 626046618 | 501(C)3 | $196,957 | $0 | GENERAL PROGRAM SUPPORT | |
| JEWISH FEDERATION OF BROWARD COUNTY | |||||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | 590624404 | 501(C)3 | $10,500 | $0 | GENERAL PROGRAM SUPPORT | |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | |||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 590624405 | 501(C)3 | $10,100 | $0 | GENERAL PROGRAM SUPPORT | |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131635270 | 501(C)3 | $18,850 | $0 | GENERAL PROGRAM SUPPORT | |
| JEWISH UPPER SCHOOL OF NASHVILLE | |||||||||
| 3600 WEST END AVENUE | NASHVILLE | TN | 37205 | 474302988 | 501(C)3 | $120,400 | $0 | GENERAL PROGRAM SUPPORT | |
| KOVNO COMMUNICATIONS INC | |||||||||
| 2600 10TH ST STE 403A | BERKELEY | CA | 947103102 | 943260911 | 501(C)3 | $10,000 | $0 | GENERAL PROGRAM SUPPORT | |
| MERRIMACK VALLEY UNITED JEWISH COMMUNITIES | |||||||||
| C/O MERRIMACK VALLEY JEWISH | ANDOVER | MA | 01810 | 042992252 | 501(C)3 | $5,800 | $0 | GENERAL PROGRAM SUPPORT | FEDERATION PO BOX 937 |
| MOISHE HOUSE | |||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | 262599786 | 501(C)3 | $32,500 | $0 | GENERAL PROGRAM SUPPORT | |
| NATIONAL COUNCIL OF JEWISH WOMEN TN | |||||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37215 | 131624186 | 501(C)3 | $11,000 | $0 | GENERAL PROGRAM SUPPORT | |
| NATIONAL RAMAH COMMISSION INC | |||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | 131863144 | 501(C)3 | $8,000 | $0 | GENERAL PROGRAM SUPPORT | |
| NEW ISRAEL FUND PA | |||||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | 132992985 | 501(C)3 | $36,200 | $0 | GENERAL PROGRAM SUPPORT | |
| OUR PLACE NASHVILLE | |||||||||
| 749 GEORGETOWN DRIVE | NASHVILLE | TN | 372051104 | 474044537 | 501(C)3 | $7,700 | $0 | GENERAL PROGRAM SUPPORT | |
| PROJECT SHEMA | |||||||||
| 1050 WALL ST W 350 | LYNDHURST | NJ | 07071 | 113794101 | 501(C)3 | $7,500 | $0 | GENERAL PROGRAM SUPPORT | |
| SECOND HARVEST FOOD BANK | |||||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 372281703 | 621049447 | 501(C)3 | $15,600 | $0 | GENERAL PROGRAM SUPPORT | |
| SHILOH ISRAEL CHILDREN'S FUND | |||||||||
| PO BOX 212 | SUFFERN | NY | 109010212 | 680589341 | 501(C)3 | $18,400 | $0 | GENERAL PROGRAM SUPPORT | |
| ST JUDE CHILDRENS HOSPITAL | |||||||||
| 501 SAINT JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)3 | $10,000 | $0 | GENERAL PROGRAM SUPPORT | |
| STAND WITH US FL | |||||||||
| PO BOX 811355 | BOCA RATON | FL | 334811355 | 954756827 | 501(C)3 | $5,500 | $0 | GENERAL PROGRAM SUPPORT | |
| STREET OF DREAMS MUSICIANS FOR EDUCATION | |||||||||
| 4215 MENLO AVE | SAN DIEGO | CA | 921154845 | 330936491 | 501(C)3 | $10,000 | $0 | GENERAL PROGRAM SUPPORT | |
| THE HOPEWELL FUND | |||||||||
| 828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | 473681860 | 501(C)3 | $9,000 | $0 | GENERAL PROGRAM SUPPORT | |
| THE TEMPLE OHABAI SHOLOM | |||||||||
| 5015 HARDING PIKE | NASHVILLE | TN | 37205 | 620488037 | 501(C)3 | $174,153 | $0 | GENERAL PROGRAM SUPPORT | |
| UNIVERSITY OF TENNESSEE JEWISH STUDENT CENTER | |||||||||
| 1500 VOLUNTEER BLVD | KNOXVILLE | TN | 37996 | 521844823 | 501(C)3 | $6,000 | $0 | GENERAL PROGRAM SUPPORT | |
| VANDERBILT HILLEL BEN SCHULMAN CENTER FOR JEWISH LIFE | |||||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | 626073391 | 501(C)3 | $381,327 | $0 | GENERAL PROGRAM SUPPORT | |
| WEST END SYNAGOGUE | |||||||||
| 3810 WEST END AVE | NASHVILLE | TN | 37205 | 620471362 | 501(C)3 | $43,921 | $0 | GENERAL PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PERIODIC REPORTS REQUIRED FROM ORGANIZATIONS AS WELL AS DOCUMENTATION FOR DISTRIBUTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN HORWITZ | ||||||||||||||
| CEO | $230,606 | $0 | $0 | $0 | $0 | $0 | $3,484 | $0 | $26,470 | $0 | $260,560 | $0 | $0 | $0 |
| BECKY GUNN | ||||||||||||||
| CFO | $138,125 | $0 | $0 | $0 | $0 | $0 | $6,906 | $0 | $9,033 | $0 | $154,064 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $630,723 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE STOCK VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THEN NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV LINE 12A, 12B AND PART XII LINE 2B | THE FINANCIAL STATEMENT AUDIT FOR THE PERIOD ENDING 12/31/2024 IS IN PROCESS BUT HAS NOT BEEN COMPLETED AS OF THE DUE DATE OF THE FORM 990 FILING. |
| FORM 990, PART VI, SECTION A, LINE 2 | ARON KARABEL AND BATIA KARABEL HAVE A FAMILY RELATIONSHIP. JACOB KUPIN AND HAYLEY LEVY HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE REVIEWED BY EXECUTIVE DIRECTOR, CONTROLLER, PRESIDENT AND TREASURER. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY NEW BOARD MEMBER THAT COMES ONTO THE BOARD AND EVERY NEW MEMBER OF THE STAFF SIGNS A CONFLICT OF INTEREST POLICY. THE EXECUTIVE ASSISTANT MAINTAINS THOSE FILES AND MONITORS AS WE MAY HAVE CHANGES IN OUR BOARD OR STAFF THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN ANNUAL SALARY SURVEY IS PROVIDED BY THE JEWISH FEDERATIONS OF NORTH AMERICA, SHOWING SALARY BRACKETS FOR SIMILAR POSITIONS NATIONWIDE. THE EXECUTIVE DIRECTOR IS ON A THREE YEAR SALARY CONTRACT. THE SALARY WILL BE REVIEWED AND APPROVED BY THE BOARD PRIOR TO ANY RENEWAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FEDERATION PUBLISHES AN ANNUAL REPORT WITH FINANCIAL INFORMATION. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |