2018-10-31T16:14:35-05:00 2017-12-31 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2017-01-01 134092050 Birthright Israel Foundation % DAVID SHAPIRO BIRT 2124570052 33 EAST 33RD STREET 7TH FLoor NEW YORK NY 10016 S DAVID SHAPIRO CFO 2124570046 2018-10-31 true Scott Thompsett P00741490 2125990100 209.220.136.124 26377520183045000013 2018-10-31 P 066B943B54636C4D73339E03124D2E9AD079CF56 7D14034AF515942D2ABE7F7E27EA16D2649DB046 2017 2019-02-21 02:37:17Z Israel Tapoohi 33 EAST 33RD STREET 7TH FLoor New York NY 10016 97771144 false X www.birthrightisrael.org X 1999 NY BIRTHRIGHT ISRAEL FOUNDATION RAISES FUNDS IN THE U.S. TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES 50,000 YOUNG JEWISH ADULTS AN EDUCATONAL TRIP TO ISRAEL. 29 29 75 0 0 0 96917682 96834324 0 0 26915 73975 -117424 0 96827173 96908299 84540236 79479396 0 0 8471597 7813909 448559 533122 9546678 5132040 5976566 98592432 93802993 -1765259 3105306 31529353 35094701 2262607 2722649 29266746 32372052 X Birthright Israel seeks to ensure that every eligible young Jewish adult around the world, especially the less connected, is given the opportunity to visit Israel on this educational journey. Birthright Israel Foundation raises funds in the United States to support Birthright Israel, a program which currently provides 50,000 young Jewish adults the gift of an extraordinary educational trip to Israel. false false 78929396 78929396 0 Birthright Israel seeks to ensure that every eligible young Jewish adult around the world, especially the less connected, is given the opportunity to visit Israel on this educational journey. Birthright Israel Foundation raises funds in the United States to support Birthright Israel, a program which currently provides 50,000 young Jewish adults from the ages of 18 to 32 the gift of an extraordinary educational trip to Israel. 1093454 550000 0 Birthright Israel Foundation is currently developing and BETA testing a robust electronic marketplace (smartphone app) to connect tens of thousands of Birthright Israel alumni in the United States with the vast array of organizations, projects, and resources that can provide them with the opportunities to further explore their connection to Israel and their Jewish identity once they return home from Israel. IN 2017, THE ORGANIZATION ALSO PROVIDED GRANTS TO OVER 30 CAMPUSES IN NORTH AMERICA FOR POST-TRIP PROGRAMMING. 80022850 true true false false false false false false false false true false false false true true true false false true true true true true false false false true true true false false false false false false false false true false false false false false false false false true 63 0 true 75 true false false false false false false false false false false X 29 29 false false false false false false false true true false false true true true true true true true true false AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NY NC ND OH OR PA RI SC TN VA WA WV WI X X DAVID SHAPIRO 2124570046 33 EAST 33RD STREET 7TH FLOOR New York NY 10016 Madlyn Abramson Director (thru 12/31/17) 2.0 0.0 X 0 0 0 Sara Aronson Director 2.0 0.0 X 0 0 0 Laurie Blitzer Director 2.0 0.0 X 0 0 0 Charles R Bronfman Director (thru 2/27/17) 2.0 0.0 X 0 0 0 Mark Charendoff Director 2.0 0.0 X 0 0 0 Joel Citron Director 2.0 0.0 X 0 0 0 David Engel Ex Officio Dir. (non voting) 2.0 0.0 X 0 0 0 Shawn Evenhaim Director 2.0 0.0 X 0 0 0 Susie Gelman Director (thru 4/6/17) 2.0 0.0 X 0 0 0 Rachel Gerrol Director 2.0 0.0 X 0 0 0 Joel Greenberg Director (as of 1/1/17) 2.0 0.0 X 0 0 0 Joe Gutman Director (thru 12/31/17) 2.0 0.0 X 0 0 0 Marjorie Honickman Director 2.0 0.0 X 0 0 0 Michael Jesselson Director (thru 12/31/17) 2.0 0.0 X 0 0 0 Arlene Kaufman Director (thru 12/31/17) 2.0 0.0 X 0 0 0 Lori Komisar Director 2.0 0.0 X 0 0 0 David Koonin Director 2.0 0.0 X 0 0 0 Michael A Leven Director 2.0 0.0 X 0 0 0 Judith A Levy Director 2.0 0.0 X 0 0 0 Sander Levy SECRETARY 2.0 0.0 X X 0 0 0 David Mamet Director (thru 12/31/17) 2.0 0.0 X 0 0 0 Joshua Nash Chair Emeritus 3.0 0.0 X 0 0 0 Daniel S Och non-voting Ex Officio Dir.(thru 12/31/17) 2.0 0.0 X 0 0 0 Marlene Post Director 2.0 0.0 X 0 0 0 Remy Roizen-Weinstein Director (thru 12/31/17) 2.0 0.0 X 0 0 0 J Philip Rosen Vice Chair 3.0 0.0 X X 0 0 0 Douglas M Ross Treasurer 2.0 0.0 X X 0 0 0 Michael J Sacks Director (thru 12/31/17) 2.0 0.0 X 0 0 0 Jeanie Schottenstein Director 2.0 0.0 X 0 0 0 Jenna Segal Director (thru 3/18/17) 2.0 0.0 X 0 0 0 Wendy Gould Shenfeld Director 2.0 0.0 X 0 0 0 Jane Sherman Director (thru 4/3/17) 2.0 0.0 X 0 0 0 Stephen M Siderow Vice Chair 3.0 0.0 X X 0 0 0 Thomas D Stern Chair 3.0 0.0 X X 0 0 0 Jane F Wilf Director 2.0 0.0 X 0 0 0 Israel Tapoohi President/CEO 40.0 0.0 X 579155 0 36801 S David Shapiro CFO 40.0 0.0 X 321118 0 44402 Jessica Feldan Chief Development officer 40.0 0.0 X 121307 0 38120 Zhe Yang V.P. of Information Technology 40.0 0.0 X 185490 0 13939 Pamela Fertel-Weinstein V.P. of Mktg & Communications 40.0 0.0 X 152225 0 37101 Irit Gross Chief of Staff 40.0 0.0 X 271169 0 38135 Serena Young Nat'l Dir., Leadership & Eng. 40.0 0.0 X 225433 0 52854 Arthur Paikowsky Western Regional Director 40.0 0.0 X 296212 0 52041 Jackie Soleimani V.P. Leadership & Develop. 40.0 0.0 X 164240 0 41668 Carole-Ann Levine Reg. Fir Southeast Region 40.0 0.0 X 196595 0 35415 Margot Atlas AVP, Major Gifts NE Region 40.0 0.0 X 180521 0 33399 David Fisher President/CEO (thru 12/31/16) 40.0 0.0 X 771816 0 0 3465281 0 423875 21 true true false THOMPSON HABIB DENISON INC 80 HAYDEN AVENUE SUITE 300 LEXINGTON MA 02421 marketing 512140 MSP INC PO BOX 641114 PITTSBURGH PA 15264 direct marketing 431763 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FL NEW YORK NY 10022 FUNDRAISING CONSULT. 386000 ARKUS INC 275 MADISON AVENUE STE 1203 NEW YORK NY 10016 INFORMATION TECH. 265260 salesforceorg PO Box 39000 SAN FRANCISCO CA 94139 information tech. 231209 13 22012580 74821744 881067 96834324 0 74225 74225 0 0 0 0 0 862595 862845 -250 -250 -250 0 0 0 0 0 0 0 0 0 0 96908299 73975 550000 550000 15000 15000 78914396 78914396 0 1830176 34876 563075 1232225 723407 13785 222565 487057 4064202 77447 1250400 2736355 190391 3628 58576 128187 593869 11317 182711 399841 411864 7849 126714 277301 71563 61417 10146 46251 42313 3938 88675 88675 0 533122 533122 0 2775925 318926 712089 1744910 65787 2619 63168 385989 538 86444 299007 266494 11021 85207 170266 0 935125 52915 359745 522465 332919 793 150913 181213 0 571733 265 50132 521336 0 0 176168 6796 56956 112416 86072 3298 27640 55134 COMMUNICATIONS 90868 71583 19285 POSTAGE AND DELIVERY 49273 15047 34226 DUES AND SUBSCRIPTIONS 8042 5003 3039 STATE REGIS. & FILING FEES 7129 7129 0 18553 6512 12041 93802993 80022850 4233465 9546678 0 0 14945636 21553409 15926275 12521750 0 0 0 0 0 0 0 0 0 0 358345 716442 2688832 2414737 287744 274095 11353 29005 0 0 0 0 0 0 0 0 31529353 35094701 1161085 1327998 0 0 0 168200 0 0 0 0 0 0 0 0 0 0 1101522 1226451 2262607 2722649 X 11814911 18242414 17451835 13129638 0 1000000 29266746 32372052 31529353 35094701 3105306 X false true X true false X 74221738 123563159 83888780 96917681 96834324 475425682 0 0 74221738 123563159 83888780 96917681 96834324 475425682 204299952 271125730 21841 20294 38962 28260 74225 183582 0 10543 1331 5770 83234 0 100878 475710142 0 0.56994 0.54880 X 687314 640749 46565 872696 683007 189689 1128822 1090981 37841 274095 0 DUE TO BRI INTERNATIONAL 772879 ACCRUED SEVERANCE 231846 OBLIGATIONS TO ANNUITANTS 126986 DEFERRED RENT 68113 CAPITAL LEASES PAYABLE 26627 1226451 X 96908299 96908299 96908299 93802993 93802993 93802993 Part X Fin 48 The foundation follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. the foundation has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. the foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. true Middle East and North Africa 0 0 Grantmaking 78914396 0 0 0 0 78914396 78914396 Middle East and North Africa Education 78914396 Wire 0 1 0 false false false false false false schedule f, part i, line 2 THE BIRTHRIGHT ISRAEL FOUNDATION IS THE FUNDRAISING ARM OF TAGLIT-BIRTHRIGHT ISRAEL. THE FOUNDATION'S PRIMARY EXEMPT MISSION IS TO PROVIDE SUPPORT TO THIS NON-U.S. ORGANIZATION; ACCORDINGLY, THE MAJORITY OF ITS GRANTMAKING ACTIVITIES ARE CONDUCTED OVERSEAS. THE FOUNDATION RECEIVES THE APPROVED BUDGET, PERIODIC MONTHLY REPORTS ON THE USE OF FUNDS, AS WELL AS THE AUDITED FINANCIAL STATEMENTS FROM TAGLIT-BIRTHRIGHT ISRAEL. OUR CHIEF FINANCIAL OFFICER AND OUR INDEPENDENT AUDITOR MEET PERIODICALLY WITH TAGLIT-BIRTHRIGHT ISRAEL STAFF AND THEIR INDEPENDENT AUDITOR TO INQUIRE ABOUT THE USE OF FUNDS AS WELL AS INTERNAL CONTROLS. X X X X true Thompson Habib Denison FUNDRAISING false 4130244 533122 3597122 4130244 533122 3597122 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NC ND OH OR PA RI SC TN VA WA WV WI true Arizona State University Hillel 1012 S Mill Ave Temple AZ 85281 866053859 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Boston University Hillel 213 Bay State Rd Boston MA 02215 320293118 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Chabad at the University of Wisconsin 223 W Gilman St Madison WI 53703 812195403 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Cornell Hillel 548 College Ave Ithaca NY 14853 166068463 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Dartmouth Chabad 22A School St Hanover NH 03755 203122352 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Delaware Hillel 47 W Delaware Ave Newark DE 19711 510331975 501(c)(3) 10000 0 EDUCATIONAL PROGRAM George Mason Hillel 4400 University Dr Fairfax VA 22030 522232458 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Guideline Services co Penn Chabad 4032 Spruce St Philadelphia PA 19104 222464029 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel 818 17729 Plummer St Northridge CA 91325 460893850 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel at Binghamton 208 Binghamton Uni Binghamton NY 13902 010569965 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel at Drexel University 215 South 39th St Philadelphia PA 19104 231365179 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel at Ithaca College 953 Danby Rd Ithaca NY 14850 521758795 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel at the University of Connecticut 54 N Eagleville Rd Storrs CT 06268 066071635 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel at the University of Vermont 461 Main St Burlington VT 05405 810554021 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel Jewish University Center of Pittsburgh 4607 Forbes Ave Pittsburgh PA 15213 256065236 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel of Broward and Palm Beach 777 Glades Rd Boca Raton FL 33431 562472825 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel of Colorado 2390 S Race St Denver CO 80210 521758791 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Hillel of Silicon Valley 44 S 11th St San Jose CA 95112 770575153 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Indiana Hillel 730 E 3rd St Bloomington IN 47401 202804389 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Jewish Enrichment Center Inc 780 College Ave Haverford PA 19041 261753729 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Michigan State University Hillel 360 Charles St East Lansing MI 48823 383034766 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Minnesota Hillel 1521 University Ave Minneapolis MN 55414 416038613 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Northeastern Hillel 70 Saint Stephen St Boston MA 02115 042619659 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Ohio State University Hillel 46 E 16th Ave Columbus OH 43201 311048567 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Rohr Chabad House at Vanderbilt 111 23rd Ave N Nashville TN 37203 270479582 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Rutgers Hillel 70 College Ave New Brunswick NJ 08901 260177367 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Santa Barbara Hillel 781 Embarcadero Isla Vista CA 93117 912054237 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Texas Hillel 2105 San Antonio St Austin TX 78705 521758802 501(c)(3) 10000 0 EDUCATIONAL PROGRAM The Jewish Federation of Greater Atlanta 1440 Spring St Atlanta GA 30309 581021791 501(c)(3) 200000 0 EDUCATIONAL PROGRAM Tulane Hillel 912 Broadway St New Orleans LA 70118 726031116 501(c)(3) 10000 0 EDUCATIONAL PROGRAM University of Central Florida Hillel 3925 Lockwood Blvd Oviedo FL 32765 810553966 501(c)(3) 10000 0 EDUCATIONAL PROGRAM University of Florida Hillel 2020 W University Ave Gainesville FL 32603 651090524 501(c)(3) 10000 0 EDUCATIONAL PROGRAM University of Miami Hillel 1100 Stanford Dr Coral Gables FL 33146 521758796 501(c)(3) 10000 0 EDUCATIONAL PROGRAM USC Hillel 3300 S Hoover St Los Angeles CA 90007 954867366 501(c)(3) 10000 0 EDUCATIONAL PROGRAM UVA Hillel 1824 Uni Circle Charlottesville VA 22903 546061871 501(c)(3) 10000 0 EDUCATIONAL PROGRAM Virginia Tech Hillel 710 Toms Creek Rd Blacksburg VA 24060 900406012 501(c)(3) 10000 0 EDUCATIONAL PROGRAM 36 0 Medical Crisis OF PARTICIPANT 1 15000 0 Schedule I, LIne 1 The Foundation occasionally makes grants to Jewish 501(c)(3) charities in the United States that support its mission and ultimate goal of promoting Jewish life outside of Israel. For grants made to other organizations, the Foundation requires periodic updates on the use of the funds. In 2017, the Birthright Foundation maDe a hardship financial grant to a Birthright trip participant who has no relationship to any officer, director or key employee of the organization. This grant was a one-time grant offered based on dire financial need; no further monitoring of the grant was required as all funds were used to satisfy immediate medical expenses. X X X X true true false false false false false true false Israel Tapoohi President/CEO 495155 0 0 0 84000 0 2433 0 34368 0 615956 0 0 0 S David Shapiro CFO 291118 0 30000 0 0 0 13500 0 30902 0 365520 0 0 0 David Fisher President/CEO (thru 12/31/16) 0 0 97470 0 674346 0 0 0 0 0 771816 0 605369 0 Jessica Feldan Chief Development officer 121307 0 0 0 0 0 0 0 38120 0 159427 0 0 0 Zhe Yang V.P. of Information Technology 180490 0 5000 0 0 0 9375 0 4564 0 199429 0 0 0 Pamela Fertel-Weinstein V.P. of Mktg & Communications 147225 0 5000 0 0 0 7975 0 29126 0 189326 0 0 0 Irit Gross Chief of Staff 177313 0 42000 0 51856 0 11113 0 27022 0 309304 0 0 0 Serena Young Nat'l Dir., Leadership & Eng. 202941 0 10000 0 12492 0 11418 0 41436 0 278287 0 0 0 Arthur Paikowsky Western Regional Director 296212 0 0 0 0 0 13500 0 38541 0 348253 0 0 0 Jackie Soleimani V.P. Leadership & Develop. 159240 0 5000 0 0 0 8438 0 33230 0 205908 0 0 0 Carole-Ann Levine Reg. Fir Southeast Region 196595 0 0 0 0 0 9938 0 25477 0 232010 0 0 0 Margot Atlas AVP, Major Gifts NE Region 175521 0 5000 0 0 0 9262 0 24137 0 213920 0 0 0 Schedule J, Part I, Line 4a The Birthright Israel Foundation made severance payments to the following two individuals: Former President/CEO, David Fisher and Chief of Staff, Irit Gross. They received $550,973 and $36,050 respectively; These amounts are included in Schedule J, Part II, column (b)(iii). Schedule J, Part I, Line 4b David Fisher separated from service with the Foundation in 2016; in 2017, David received a payout of retirement and deferred compensation (inclusive of his vested 457(f) plan) totaling $605,369. This amount was reported as deferred compensation on previous Foundation Form 990s and reported in Schedule J, Part II, column (c); on this years 990, it is reported in Schedule J, Part II, columns (b)(iii) and column (f). Schedule J, Part I, line 7 The Foundation provided the following discretionary bonuses to the individuals listed below. CFO, S. David Shapiro - $30,000 Former President/CEO, David Fisher - $97,470 V.P. Of Information Technology, Zhe Yang - $5,000 V.P. of Mktg & Communications, Pamela Fertel-Weinstein - $5,000 Chief of Staff, Irit Gross - $42,000 Nat'l Dir., Leadership & Eng., Serena Young - $10,000 V.P. of leadership & develop., Jackie Soleimani - $5,000 AVP, Major Gifts NE Region, Margot Atlas - $5,000 The above bonuses were based on each individual's certain performance metrics and wERE approved by the compensation committee. X 42 881067 Fair Market Value false true true PART I, LINE 32B TO THE EXTENT THAT THE FOUNDATION RECEIVED CONTRIBUTIONS OF SECURITIES, IT USES ITS INVESTMENT BROKER TO LIQUIDATE THOSE ASSETS INTO CASH FOR USE BY THE FOUNDATION IN SUPPORT OF ITS CHARITABLE MISSION. Form 990, part VI, Line 11 the form 990 was prepared by an independent accounting firm in conjuction with the organization's financial department. a copy of the draft form 990 was circulated to the full board of directors for discussion and comment. each board member was provided ample opportunity to comment on the information contained in the 990 prior to its filing with the internal revenue service. FORM 990, PART VI, LINE 12 Each officer, director, trustee and key employee of the ORGANIZATION is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the ORGANIZATION. The ORGANIZATION monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are investigated immediately. FORM 990, PART VI, LINE 15 The compensation of the C-Suite is reviewed annually by the independent members of the compensation committee of the board of directors who relied upon external 3rd party comparable market data in assessing the appropriateness of the total compensation to be provided to the incumbent. Compensation decisions and reports are contemporaneously documented in the minutes of the committee meeting at the time the decisions are made. The foundation last conducted an independent executive compensation survey in December of 2017. The Foundation envisions commissioning another compensation survey within the approaching two years. For all other individuals reported on the Form 990, compensation decisions are reviewed internally by the Foundation's officers and approved by the President. FORM 990, PART VI, LINE 19 The foundation makes its form 990 available by retaining a copy at its place of business. The form 990 is likewise published on the internet at www.guidestar.org. The organizations 990, financial statements, record retention and destruction policy are published on the organizations website. The organizations governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at managements discretion.