2017-11-14T09:49:55-06:00 2016-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2016-01-01 310537174 Jewish Federation of Cincinnati JEWI 5139851500 8499 Ridge Road Cincinnati OH 45236 Shepard H Englander Chief Executive Officer 5139851500 2017-11-09 1 Paula Hume P00537516 5132418313 216.196.129.6 2017-11-09 17:05:02 ES P 375ECE3E06B682EE6CFD98D3B279557BF31D85CF 21D3B80E5E5DE09EF478B4F1BFDCA7D738850474 2016 2017-02-10 21:41:12Z Shepard H Englander 8499 Ridge Road Cincinnati OH 45236 29082265 0 X www.jewishcincinnati.org X 1967 OH The Jewish Federation of Cincinnati brings our community together to care for Jews. 44 44 63 450 0 0 21237167 20413814 757972 871392 1156931 1023624 7750 0 23159820 22308830 11121181 11072201 0 0 4213454 4749443 0 0 1792630 2441272 3536529 17775907 19358173 5383913 2950657 163164033 169945422 84116198 85205762 79047835 84739660 The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. 0 0 13406106 10167061 156469 The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. 2792725 905140 714923 The Federation has a shared business service program where it provides accounting, human resource, and IT services to various Jewish agencies in the Cincinnati area. They also have a security program providing security initiatives to multiple other Jewish agencies in the Cincinnati area. 16198831 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 67 0 1 63 1 0 0 0 0 0 0 0 0 0 0 X 44 44 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH KY X X Emily Anslinger 5139851500 8499 Ridge Road Cincinnati OH 45236 Suzette Fisher Immediate Past President 0.80 X 0 0 0 Josh Blatt Member 0.80 X 0 0 0 Joni Burton Member 0.80 X 0 0 0 Mickey Fishman Member 0.80 X 0 0 0 Ronnen Isakov Member 0.80 X 0 0 0 Scott Joseph Member 0.80 X 0 0 0 Carol Kabel Member 0.80 X 0 0 0 Renee Kamrass Member 0.80 X 0 0 0 Tovah Kirschner Member 0.80 X 0 0 0 Jennifer Knight-Zelkind Member 0.80 X 0 0 0 Suzy Marcus-Goldberg Member 0.80 X 0 0 0 Bobby Oestreicher Member 0.80 X 0 0 0 Cynthia Rosen Member 0.80 X 0 0 0 Mark Sass Member 0.80 X 0 0 0 Randy Slovin Member 0.80 X 0 0 0 Sherri Symson Member 0.80 X 0 0 0 Holly Wolfson Member 0.80 X 0 0 0 Max Yamson Member 0.80 X 0 0 0 Tedd Friedman President 0.80 X X 0 0 0 Greg Landsman Presidential Appointment 0.80 X X 0 0 0 Scot Perlman Secretary/Treasurer 0.80 X X 0 0 0 Jennifer Dauer Vice President 0.80 X X 0 0 0 Arna Poupko Fisher Vice President 0.80 X X 0 0 0 Gary Greenberg Vice President 0.80 X X 0 0 0 Marty Hiudt Vice President 0.80 X X 0 0 0 Jay Price Vice President 0.80 X X 0 0 0 John Silverman Vice President 0.80 X X 0 0 0 Shimon Bachrach Member - Joined 5/16 0.80 X 0 0 0 Charles Frank Member - Joined 5/16 0.80 X 0 0 0 Jan Frankel Member - Joined 5/16 0.80 X 0 0 0 Craig Hoffheimer Member - Joined 5/16 0.80 X 0 0 0 Sally Korkin Member - Joined 5/16 0.80 X 0 0 0 Mark Mayer Member - Joined 5/16 0.80 X 0 0 0 Bryna Miller Member - Joined 5/16 0.80 X 0 0 0 Marc Randolph Member - Joined 5/16 0.80 X 0 0 0 Michelle Rothzeid Member - Joined 5/16 0.80 X 0 0 0 Donald Shuller Member - Joined 5/16 0.80 X 0 0 0 Noah Stern Member - Joined 5/16 0.80 X 0 0 0 Miriam Terlinchamp Member - Joined 5/16 0.80 X 0 0 0 Bonnie Ullner Member - Joined 5/16 0.80 X 0 0 0 Ariella Cohen Presidential Appointment - Joined 5/16 0.80 X X 0 0 0 Debbie Brant Vice President - Joined 5/16 0.80 X X 0 0 0 Michelle Kohn Vice President - Joined 5/16 0.80 X X 0 0 0 Andrew Berger Immediate Past President - Resigned 5/16 0.80 X X 0 0 0 Robert Brant Vice President - Resigned 5/16 0.80 X X 0 0 0 Alan Brown Member - Resigned 5/16 0.80 X 0 0 0 Ken Cohen Member - Resigned 5/16 0.80 X 0 0 0 Mike Dattner Member - Resigned 5/16 0.80 X 0 0 0 Yoseff Francus Member - Resigned 5/16 0.80 X 0 0 0 William Freedman Member - Resigned 5/16 0.80 X 0 0 0 Patti Heldman Member - Resigned 5/16 0.80 X 0 0 0 Ronnen Isakov Member - Resigned 5/16 0.80 X 0 0 0 Randy Moss Member - Resigned 5/16 0.80 X 0 0 0 Abby Schwartz Member - Resigned 5/16 0.80 X 0 0 0 Phyllis Sewell Member - Resigned 5/16 0.80 X 0 0 0 Stuart Susskind Member - Resigned 5/16 0.80 X 0 0 0 Ellen van der Horst Member - Resigned 5/16 0.80 X 0 0 0 Mauri Willis Member - Resigned 5/16 0.80 X 0 0 0 Rabbi Irvin Wise Member - Resigned 5/16 0.80 X 0 0 0 Avi Ram Chief Operating Officer 55.00 X 152612 0 5372 Danielle Minson Chief Development Officer 55.00 X 180129 0 13239 Shepard Englander Chief Executive Officer 55.00 X 392502 0 175628 Jim Friedman Director of Planned Giving 45.00 X 105904 0 12726 Mark Dowd Director of Community Safe 45.00 X 105150 0 3694 Barb Miller Director of Community Buil 55.00 X 133853 0 10159 Jim Mock Director of Shared Busines 55.00 X 101770 0 7570 1171920 0 228388 7 0 1 0 0 100000 20313814 3071577 20413814 Shared Business Service Fees 900099 714923 714923 Phil Funds Admin Fee 900099 113853 113853 Program Event Revenue 900099 42616 42616 871392 1095624 1095624 6701435 6773435 -72000 -72000 -72000 22308830 871392 0 1023624 9593271 9593271 1323243 1323243 155687 155687 773836 279436 200128 294272 3093160 1791779 456851 844530 134779 6277 19595 108907 474887 331727 75828 67332 272781 145263 45361 82157 42125 26918 10107 5100 479604 306465 115070 58069 92556 59143 22207 11206 160750 88116 40441 32193 208390 143200 31129 34061 104561 56441 37427 10693 54306 25939 10977 17390 1805283 1564959 87166 153158 349030 139962 162414 46654 69494 69494 Employee Development 148853 81093 43306 24454 Subscriptions and Dues 16577 5418 8705 2454 Independent Contractor 5000 5000 19358173 16198831 1366712 1792630 11325676 8740066 8665556 8746640 637949 2422234 36180000 36130000 484575 429113 3717666 2139834 1869872 1577832 76516497 80475433 23276169 27322143 4207739 4101961 163164033 169945422 1218788 880210 4525560 4763887 36180000 36130000 42191850 43431665 84116198 85205762 X 35896459 36241107 29417361 32470270 13734015 16028283 79047835 84739660 163164033 169945422 X 2950657 2846946 -105778 X X 0 1 X 1 0 X 20306197 15989287 17744343 21237167 20413814 95690808 20306197 15989287 17744343 21237167 20413814 95690808 27691826 67998982 956885 830460 707771 725638 1095624 4316378 100007186 2952705 0.67990 0.69390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133 5805145 4613207 19690932 1 1 43852149 3672601 1930543 2094608 47360685 45227770 2689998 -1843495 2222124 43852149 34017840 12237176 1203667 2230913 45227770 24729001 6529042 4378333 1535536 34017840 20390182 2663009 2585226 909416 24729001 0.29940 0.27650 0.42410 0 0 670587 670587 1133462 1030463 102999 315122 142286 172836 1598495 967085 631410 1577832 Other investments 27322143 F 27322143 Held for other agencies 394079 Held for Jewish Community Center 40276840 Held for Jewish Family Services 2760746 43431665 X 25049998 2846946 85946 2932892 22117106 191724 191724 22308830 19358173 0 19358173 0 19358173 Part V, Line 4: Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. Part X, Line 2: The Federation is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Federation is subject to federal income tax on any unrelated business taxable income. The Federation's IRS Form 990 is subject to review and examination by federal and state authorities. The Federation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statement. Part XI, Line 2d - Other Adjustments: Gain in beneficial int in trust 85,946. Part XI, Line 4b - Other Adjustments: Loss on charitable gift annuities 41,968. Change in CSV of life insurance 149,756. 0 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Alternative Investment 19082160 Europe (Including Iceland & Greenland) 0 0 Alternative Investment 5514734 0 0 0 0 0 0 24596894 0 24596894 Scholarships Middle East and North Africa 1 46310 Electronic Fund/Wire Transfer Scholarships Middle East and North Africa 14 155687 Check 0 0 0 0 0 0 1 4c For Children 1805 N Martin Luther King Dr Milwaukee WI 53212 391151791 501 (c) (3) 5000 General Support ABILITIES FIRST FOUNDATION INC 4710 Timber Trail Dr Middletown OH 45044 310620685 501 (c) (3) 5000 General Support Adath Israel Congregation 3201 East Galbraith Road Cincinnati OH 45236 310537489 501 (c) (3) 203849 General Support AGUDATH ISRAEL OF AMERICA INC 42 Broadway 14th Floor New York NY 10004 135604164 501 (c) (3) 5250 General Support ALLERGY ASTHMA & IMMUNOLOGY EDUCATION AND RESEARCH ORGANIZATION 555 E Wells St Ste 1100 Milwaukee WI 53202 451497230 501 (c) (3) 10000 General Support Alpert Jewish Family & Children PO Box 220627 West Palm Beach FL 33422 591520581 501 (c) (3) 5100 General Support American Cancer Society 2808 Reading Road Cincinnati OH 45206 131788491 501 (c) (3) 12400 General Support American Jewish Archives 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 (c) (3) 7004 General Support American Jewish Committee 165 E 56th St New York NY 10022 135563393 501 (c) (3) 35750 General Support American Jewish World Service 45 W 36th Street 11 New York NY 10018 222584370 501 (c) (3) 5100 General Support Art Academy of Cincinnati 1212 Jackson St Cincinnati OH 45202 311601569 501 (c) (3) 5295 General Support ArtsWave 20 E Central Parkway Suite 200 Cincinnati OH 45202 310537138 501 (c) (3) 13850 General Support Artworks 20 East Central Pkwy Cincinnati OH 45202 311665900 501 (c) (3) 57400 General Support Beth Adam Inc 10001 Loveland-Madeira Road Loveland OH 45140 310993285 501 (c) (3) 36000 General Support Beth Israel Synagogue 50 North Sixth Hamilton OH 45011 310708269 501 (c) (3) 32520 General Support BETH TFILOH DAHAN COMMUNITY SCHOOL INC 3300 Old Court Road Baltimore MD 21208 462038975 501 (c) (3) 5100 General Support Boca Raton Regional Hospital Foundation 800 Meadows Road Boca Raton FL 33431 592406425 501 (c) (3) 100000 General Support Boys & Girls Clubs of Cincinnati 600 Dalton Ave Cincinnati OH 45203 310536965 501 (c) (3) 37850 General Support Cambridge Charitable Foundation 1 East Fourth Street Suite 700 Cincinnati OH 45202 201938332 501 (c) (3) 5300 General Support Camp Ashreinu 6700 Elbook Ave Cincinnati OH 45237 311435998 501 (c) (3) 20000 General Support Camp Chabad 1863 Section Road Cincinnati OH 45237 310163231 501 (c) (3) 28500 General Support Camp Livingston 8485 Ridge Road Cincinnati OH 45236 316050765 501 (c) (3) 65320 General Support Cancer Support Community 1050 17th St NW Suite 500 Washington DC 20036 311287785 501 (c) (3) 20000 General Support Cedar Village 5467 Cedar Village Drive Mason OH 45040 311345871 501 (c) (3) 289062 General Support Cedar Village Foundation 5467 Cedar Village Drive Mason OH 45040 272598846 501 (c) (3) 134591 General Support Center for Holocaust & Humanity Edu 8401 Montgomery Road Cincinnati OH 45236 205090993 501 (c) (3) 119600 General Support CET 1223 Central Parkway Cincinnati OH 45214 310560051 501 (c) (3) 53750 General Support Chabad Jewish Center 3977 Hunt Road Cincinnati OH 45236 223796223 501 (c) (3) 28000 General Support Chabad of South Tampa 2511 West Swann Ave 201 Tampa FL 33609 261576111 501 (c) (3) 10000 General Support Chabad of Southern Ohio 7560 Reinhold Drive Cincinnati OH 45237 310163231 501 (c) (3) 18731 General Support Children's Home of Cincinnati 5050 Madison Road Cincinnati OH 45227 310536969 501 (c) (3) 25000 General Support Cincinnati Ballet Co Inc 1555 Central Pkwy Cincinnati OH 45214 316050354 501 (c) (3) 18900 General Support Cincinnati Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501 (c) (3) 56200 General Support Cincinnati Community Kollel PO Box 37145 Cincinnati OH 45222 311426973 501 (c) (3) 45905 General Support Cincinnati Hebrew Day School 2222 Losantiville Road Cincinnati OH 45237 310544741 501 (c) (3) 381726 General Support Cincinnati Opera 1243 Elm Street Cincinnati OH 45202 310549044 501 (c) (3) 11500 General Support Cincinnati Playhouse in the Park 962 Mt Adams Circle Cincinnati OH 45202 310624790 501 (c) (3) 6600 General Support Cincinnati Public Radio 1223 Central Parkway Cincinnati OH 45202 311410636 501 (c) (3) 14500 General Support Cincinnati Reds Community Fund 100 Joe Nuxhall Way Cincinnati OH 45202 311790195 501 (c) (3) 10000 General Support Cincinnati State Foundation 3520 Central Parkway Cincinnati OH 45223 311430847 501 (c) (3) 15000 General Support Cincinnati USA Regional Chamber 3 E 4th St Cincinnati OH 45202 237089617 501 (c) (3) 11000 General Support Congregation B'nai TzedekBeit Chaverim 6280 Kugler Mill Road Cincinnati OH 45236 311301267 501 (c) (3) 10925 General Support Congregation Etz Chaim 1190 Indian Hills Pkwy Marietta GA 30068 581245765 501 (c) (3) 5875 General Support Congregation Ohav Shalom 8100 Cornell Road Cincinnati OH 45249 310626626 501 (c) (3) 14000 General Support Congregation Sha'arei Torah 2400 Section Road Cincinnati OH 45237 451263585 501 (c) (3) 57180 General Support Congregation Zichron Eliezer 2455A Section Road Cincinnati OH 45237 205581301 501 (c) (3) 22761 General Support FreeStoreFoodBank 1141 Central Parkway Cincinnati OH 45202 237122205 501 (c) (3) 26500 General Support Golf Manor Synagogue 6442 Stover Avenue Cincinnati OH 45237 310628603 501 (c) (3) 39751 General Support HALOM HOUSE 4680 Hunt Rd Cincinnati OH 45242 311073702 501 (c) (3) 7400 General Support Hebrew Union College 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 (c) (3) 89392 General Support Hillel Jewish Student Ctr--Cin 2615 Clifton Avenue Cincinnati OH 45220 316068733 501 (c) (3) 229624 General Support Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 310536987 501 (c) (3) 216058 General Support Israel Guide Dog Center 968 Easton Road Suite H Warrington PA 18976 232519029 501 (c) (3) 30393 General Support JAFCO 4200 N University Drive Sunrise FL 33351 650334267 501 (c) (3) 17750 General Support Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 383711514 501 (c) (3) 16000 General Support Jewish Community Center 8485 Ridge Road Cincinnati OH 45236 310536986 501 (c) (3) 1173827 General Support Jewish Discovery Center 7587 Central Parke Blvd Mason OH 45040 311566575 501 (c) (3) 24927 General Support Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 310744786 501 (c) (3) 908978 General Support Jewish Federation of Palm Beach 4601 Community Drive West Palm Beach FL 33417 590948696 501 (c) (3) 21600 General Support Jewish Federation of South Palm Beach 9901 Donna Klein Blvd Boca Raton FL 33428 591945109 501 (c) (3) 5000 General Support Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501 (c) (3) 1885877 General Support Jewish National Fund 42 East 69th Street New York NY 10021 131659627 501 (c) (3) 92781 General Support Jewish Study Network Inc 3921 Fabian Way Ste A-017 Palo Alto CA 94303 770555485 501 (c) (3) 5000 General Support Juvenile Diabetes Research Foundation - Southwest Ohio Chapter 215 West Pershing Road Suite 300 Kansas City MO 64108 222519608 501 (c) (3) 5700 General Support JVS Career Services 10945 Reed Hartman Highway Cincinnati OH 45242 310536671 501 (c) (3) 205923 General Support Lighthouse Youth Services Inc 401 E McMillan St Cincinnati OH 45206 237046229 501 (c) (3) 18018 General Support Living Arrangements for the De 3603 Victory Parkway Cincinnati OH 45229 310894923 501 (c) (3) 11586 General Support Metropolitan Area Religious Coalition of Cincinnati 632 Vine St Suite 606 Cincinnati OH 45202 310744047 501 (c) (3) 8000 General Support Miami University Hillel 11 E Walnut Street Oxford OH 45056 316068732 501 (c) (3) 38434 General Support Most Valuable Kids of Greater 7530 Fernwood Dr Cincinnati OH 45237 202984595 501 (c) (3) 9180 General Support National Public Radio Inc 1111 North Capitol St NE Washington DC 20002 520907625 501 (c) (3) 5000 General Support Northern Hills Synagogue 5714 Fields Ertel Road Cincinnati OH 45249 310673600 501 (c) (3) 63255 General Support Ohav Shalom Synagogue 8100 Cornell Road Cincinnati OH 45249 310626626 501 (c) (3) 8815 General Support Ohio Jewish Communities 50 W Broad Street 1815 Columbus OH 43215 311042915 501 (c) (4) 37400 General Support Ohio Sled Hockey Inc 4464 Wrens Nest Dr New Albany OH 43054 201491128 501 (c) (3) 8000 General Support Ohio Valley Hillel 525 Versailles Drive Dayton OH 45459 340714445 501 (c) (3) 18000 General Support Planned Parenthood Federation 434 West 33rd Street New York NY 10001 131644147 501 (c) (3) 16100 General Support Planned Parenthood Southwest Ohio 2314 Auburn Avenue Cincinnati OH 45219 310536688 501 (c) (3) 10925 General Support Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 310543299 501 (c) (3) 50890 General Support Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 310603959 501 (c) (3) 961040 General Support Ronald McDonald House Charities 350 Erkenbrecher Ave Cincinnati OH 45229 310965333 501 (c) (3) 8500 General Support Seven Hills School 5400 Red Bank Road Cincinnati OH 45227 310536666 501 (c) (3) 25650 General Support Standard University 450 Serra Mall Stanford CA 94305 941156365 501 (c) (3) 5000 General Support STARFIRE COUNCIL OF GREATER CI 5030 Oaklawn Dr Cincinnati OH 45227 311372833 501 (c) (3) 5000 General Support Talbert House 2600 Victory Parkway Cincinnati OH 45206 310713350 501 (c) (3) 20350 General Support Teach For America Inc 1100 Main Street Suite 100 Cincinnati OH 45202 133541913 501 (c) (3) 5000 General Support Temple Sholom 3100 Longmeadow Lane Cincinnati OH 45236 310584318 501 (c) (3) 34819 General Support U S Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 521309391 501 (c) (3) 7100 General Support United Way of Greater Cincinnati PO Box 632711 Cincinnati OH 45263 310537502 501 (c) (3) 155100 General Support University of Cincinnati PO Box 210172 Cincinnati OH 45221 316000989 501 (c) (3) 7500 General Support University of Cincinnati Chabad 3829 Digby Ave Cincinnati OH 45220 310163231 501 (c) (3) 8762 General Support University of Cincinnati Foundation PO Box 210172 Cincinnati OH 45221 316000989 501 (c) (3) 110900 General Support Valley Temple 145 Springfield Pike Cincinnati OH 45215 310744533 501 (c) (3) 49987 General Support Walnut Hills High School Alumn 3250 Victory Parkway Cincinnati OH 45207 311449932 501 (c) (3) 22950 General Support Washington Institute on Near East Policy 1828 L Street NW 1050 Washington DC 20036 521376034 501 (c) (3) 10000 General Support Workum 11959 Timberlake Drive Cincinnati OH 45249 200071689 501 (c) (3) 10150 General Support Xavier University 3800 Victory Parkway Cincinnati OH 45207 310537516 501 (c) (3) 5000 General Support Yeshiva High School 1863 Section Road Cincinnati OH 45237 200240843 501 (c) (3) 11435 General Support Yeshiva of Greater Washington 2010 Linden Ln Silver Spring MD 20910 521106842 501 (c) (3) 5000 General Support Yeshivas Chabad 1863 Section Road Cincinnati OH 45237 200240843 501 (c) (3) 5015 General Support YWCA of Cincinnati 1105 Elm Street Cincinnati OH 45210 310537178 501 (c) (3) 14050 General Support 90 Scholarships 75 257991 FMV Bar/Bat Mitzvah 21 11500 FMV PEGS Grants 8 3100 FMV Camping Grants 73 225345 FMV Israel Trips 69 814030 FMV TEGS GRANT 6877 FMV SERVICE AWARDS 2 4399 FMV Part I, Line 2: Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A) Agency Mission Statement B) Current listing of Agency's Board of Directors C) IRS Letter indicating tax-exempt status D) Projected program budget for 2014 or 2015 fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E) Actual program budget for 2014 or last completed fiscal year F) Estimated program budget for the rest of 2014 of current fiscal year. G) Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal to $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H) Overall organization's corresponding fiscal year budget (attached to each program application). I) A copy of their audited financial statements from their most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site vistis to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. Jewish Federation of Cincinnati reports grants on Schedule I to the Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedules F. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 Avi Ram Chief Operating Officer 140612 0 12000 0 0 0 4560 0 812 0 157984 0 0 0 Danielle Minson Chief Development Officer 160449 0 19680 0 0 0 5390 0 7849 0 193368 0 0 0 Shepard Englander Chief Executive Officer 193875 0 23600 0 175027 0 149321 0 26307 0 568130 0 0 0 Part I, Line 4a Jim Mock and Mark Dowd received a severance payment in 2016. A Colorado Educational and Cultrual Facilities Authority 840896727 2013-11-01 35315000 Financing costs to acquire, imporve and equip Jewish Community Center. 0 0 0 A 35315000 205000 35110000 2013 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 X 86 3071577 FMV 0 1 1 Part I, Line 32b: We use various brokers to sell donated stock. Form 990, Part VI, Section A, line 2 Debbie Brant and Robert Brant have a family relationship; Arna Fisher and Suzette Fisher have a family relationship; Gary Greenburg and Michelle Rothzeid have a family relationship; Alan Brown and Mark Heiman have a business relationship Form 990, Part VI, Section B, line 11b The Director of Finance and CEO reviewed the 990 and a public disclosure copy was subsequently provided to the Board of Directors before filing. Form 990, Part VI, Section B, line 12c Conflict of interest forms are sent out annually; results are complied and reviewed for any possible disclosures. Form 990, Part VI, Section B, line 15 Every three years, the Executive Committee, which is a board-designated committee, reviews and sets the CEO's salary and benefits package, resulting in a five year contract. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. Form 990, Part VI, Section C, line 19 The organization's governing documents are available on the Ohio Secretary of State's website. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. Form 990, Part XI, line 9: Change in CSV of life insurance -149,756. Gain (loss) on charitable gift annuities -41,968. Loss on beneficial int in trust 85,946. Form 990, Part XII, Line 2c The Finance and Administration Committee oversees the audit and the process has not changed in the current year.