2017-06-06T08:23:49-05:00 2016-12-31 WithumSmithBrown PC 1 SPRING STREET NEW BRUNSWICK NJ 08901 990 2016-01-01 363722029 COVENANT FOUNDATION % RALIA WAGNER COVE 2122453500 1270 AVENUE OF THE AMERICAS Suite 3 NEW YORK NY 10020 HARLENE WINNICK APPELMAN EXECUTIVE DIRECTOR 2122453500 2017-05-02 true James Mulroy P00024514 7328281614 174.128.19.60 22006220171575000012 2017-06-06 P 93C12D1E71B696443C4AEF1E8251F6C372D14054 93C12D1E71B696443C4AEF1E8251F6C372D14054 2016 2021-01-29 14:40:06Z Harlene Winnick Appelman 1270 Avenue of the Americas New York NY 10020 4531094 false X WWW.COVENANTFN.ORG X 1990 NY TO BUILD ON EXISTING STRENGTH WITHIN THE FIELD OF JEWISH EDUCATION IN NORTH AMERICA. 13 12 11 12 0 4168000 4531000 0 0 94 94 0 0 4168094 4531094 1778468 1689186 0 0 900748 1017828 0 0 0 1486402 1821428 4165618 4528442 2476 2652 3213210 2945211 3176867 2906216 36343 38995 TO BUILD ON EXISTING STRENGTH WITHIN THE FIELD OF JEWISH EDUCATION IN NORTH AMERICA, BY ADDRESSING ALL FORMS OF PRE-COLLEGIATE AND ADULT JEWISH EDUCATION THROUGH AWARDS TO INDIVIDUALS AND GRANTS TO INSTITUTIONS FOR CREATIVE PROGRAMS. false false 4121234 1689186 The Foundation addresses all forms of pre-collegiate and adult Jewish education. Through awards to individuals and grants to institutions for creative programs, the Foundation seeks to cultivate the strengths of outstanding educators. To further strengthen the field, the Foundation disseminates information about effective programs. 4121234 true true false false false false false false false false true false false false false true true false false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true 71 0 11 true false false false false false false false false false false X 13 12 false false false false false false false true true false false true true true true true true true true false IL NY X RALIA WAGNER 2122453500 1270 AVENUE OF THE AMERICAS NEW YORK NY 10020 HARLENE WINNICK APPELMAN EXECUTIVE DIRECTOR 40.0 0.0 X X 181031 0 19687 DR ARNOLD M EISEN DIRECTOR 1.0 0.0 X 0 0 0 CHERYL FINKEL BOARD CHAIR 1.0 0.0 X X 0 0 0 DR BETSY D KATZ DIRECTOR 1.0 0.0 X 0 0 0 BARBARA G MANILOW PRESIDENT 1.0 0.0 X X 0 0 0 DR STEVEN B NASATIR TREASURER 1.0 0.0 X X 0 0 0 DR JONATHAN S WOOCHER Ex-Officio 1.0 0.0 X 0 0 0 STEVEN AIN DIRECTOR 1.0 0.0 X 0 0 0 ELI N EVANS DIRECTOR 1.0 0.0 X 0 0 0 KEATING CROWN SECRETARY 1.0 0.0 X X 0 0 0 JORDAN T GOODMAN DIRECTOR 1.0 0.0 X 0 0 0 DR DEBORAH LIPSTADT DIRECTOR 1.0 0.0 X 0 0 0 SHIRA KOCH ESPTEIN DIRECTOR 1.0 0.0 X 0 0 0 Ralia Wagner Director of Finance and Admin 40.0 0.0 X 95002 0 9647 JONI-SUE LEVINE ASSOCIATE DIRECTOR 40.0 0.0 X 145287 0 27687 421320 0 57021 2 false true false Rosov Consulting LLC 2095 Rose Street Suite 101 BERKELEY CA 94709 EVALUATION&OVERSIGHT 156420 1 X 4531000 4531000 0 94 94 0 0 0 0 0 0 0 0 0 0 4531094 94 1486186 1486186 203000 203000 0 0 199686 171730 27956 0 578385 456099 122286 53924 44131 9793 132137 107250 24887 53696 42975 10721 0 4200 4200 19600 19600 0 0 0 648355 596109 52246 116818 116760 58 229911 190957 38954 0 0 92381 40659 51722 215533 180356 35177 0 470858 465820 5038 0 0 6709 5419 1290 17063 13783 3280 4528442 4121234 407208 0 0 0 696263 519294 2504157 2365157 0 0 0 0 0 0 0 0 0 0 11021 40151 25549 4940 1769 20609 0 0 0 0 0 0 0 0 0 0 3213210 2945211 472657 346633 2704210 2559583 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3176867 2906216 X 36343 38995 0 0 0 0 36343 38995 3213210 2945211 2652 X false true X true false X X X 1 JEWISH FEDERATION OF METROPOLITAN CHICAGO 362167761 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25549 4940 20609 20609 0 0 X 4707794 176700 176700 4531094 4531094 4705142 176700 176700 4528442 4528442 FORM 990, Schedule D, Part X, Line 2 The Foundation, in accordance with accounting standards regarding accounting for uncertainty in income taxes has evaluated uncertain tax positions regarding accounting for contingencies and has determined it has no uncertain tax positions as December 31, 2016 and 2015. The Foundation files tax returns in the U.S. federal jurisdiction, New York and Illinois. The Foundation has no income tax related penalties or interest for the periods. true AVODAH 45 WEST 36TH STREET 8TH FL NY NY 10018 133914342 501(C)(3) 180000 SEE PART IV JEWISH WOMEN'S ARCHIVE 1 HARVARD ST STE 200 BROOKLINE MA 02445 043293188 501(C)(3) 45000 See Part IV UNION FOR REFORM JUDAISM 1 WEST 4TH STREET NEW YORK NY 10012 131663143 501(C)(3) 141000 See Part IV COMMUNITY FOUNDATION FOR JEWISH EDUCATION 30 SOUTH WELLS 216 CHICAGO IL 60606 363918897 501(C)(3) 166300 See Part IV INTERFAITHFAMILY 90 OAK STREET NEWTON UPPER FALLS MA 02464 045377816 501(C)(3) 50000 See Part IV NEW TEACHER CENTER JEWISH NEW TEACHER PROJECT 110 COOPER ST STE 500 SANTA CRUZ CA 95060 262427526 501(C)(3) 140000 See Part IV JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 26000 See Part IV PROJECT ZUG (FS MECHON HADAR) 190 AMSTERDAM AVE NEW YORK NY 10023 264412164 501(C)(3) 150000 See Part IV PRESENTENSE GROUPUPSTART 560 MISSION ST SAN FRANCISCO CA 94105 263094076 501(C)(3) 53000 See Part IV JEWISH COMMUNITY DAY SCHOOL OF RHODE ISLAND 85 TAFT AVE PROVIDENCE RI 02906 450337322 501(C)(3) 48150 SEE PART IV ILLUMINATED JEWISH STORIES (FS FJC) 520 EIGHTH AVE 20TH FL NEW YORK NY 10018 133848582 501(C)(3) 20000 SEE PART IV JEWISH COMMUNITY CENTER OF SOUTHERN NEVADA 8689 W SAHARA AVE LAS VEGAS NV 89117 880278460 501(C)(3) 20000 SEE PART IV JEWISH PARENT ACADEMY (FS KINGS BAY Y) 3495 NOSTRAND AVE Brooklyn NY 11229 113068515 501(C)(3) 20000 SEE PART IV MOISHE HOUSE 441 SAXONY ROAD BARN 2 ENCINTAS CA 92024 262599786 501(C)(3) 20000 SEE PART IV JEWISH FILM FESTIVAL (SAN FRANCISCO) 145 9TH ST STE 200 SAN FRANCISCO CA 94103 942854068 501(C)(3) 20000 SEE PART IV MANDEL JEWISH COMMUNITY CENTER OF CLEVELAND 26001 SOUTH WOODLAND RD BEACHWOOD OH 44122 390806234 501(C)(3) 20000 SEE PART IV JON ADAM ROSS(FS FJC) 520 EIGHTH AVE 20TH FL NEW YORK NY 10018 133848582 501(C)(3) 35000 SEE PART IV JEWISH EDUCATION CENTER OF CLEVELAND 2030 S TAYLOR RD CLeVeLaND HGHTS OH 44118 340714554 501(C)(3) 47700 SEE PART IV CONGREGATION AHAVATH BETH ISRAEL 11 NORTH LATAH STREET BOISE ID 83716 311554282 501(C)(3) 30000 SEE PART IV HABONIM DROR NORTH AMERICA 1000 DEAN STREET 353 BROOKLYN NY 11238 135596779 501(C)(3) 45000 SEE PART IV THE MOXIE INSTITUTE (FS LET IT RIPPLE) 217 SYCAMORE AVENUE MILL VALLEY CA 94941 462851766 501(C)(3) 35000 SEE PART IV THE REFORM TEMPLE OF FOREST HILLS 71-11 112TH STREET FOREST HILLS NY 11375 111808223 501(C)(3) 51550 SEE PART IV BEIT HATFUTSOT (FS Am Friends Beit Hatfutsot) 633 THIRD AVE 21ST FL NEW YORK NY 10017 132928469 501(C)(3) 40000 SEE PART IV ILANA TRACTMAN (FS HARTLEY FILM FOUNDATION) 49 RICHMONDVILLE AVE WESTPORT CT 06880 060950982 501(C)(3) 50000 SEE PART IV CAPITAL CAMPS AND RETREAT CENTER 11300 ROCKVILLE PIKE SUITE 407 ROCKVILLE MD 20852 521515202 501(C)(3) 9000 SEE PART IV BEIT HATFUTSOT (FS Am Friends Beit Hatfutsot) 633 THIRD AVE 21ST FL NEW YORK NY 10017 132928469 501(C)(3) 10000 SEE PART IV 26 AWARDS TO EDUCATORS 12 203000 Monitoring - Part I, Line 2 Twice a year grantees are required to submit both a narrative progress report and a current budget for the grant. Twice a year grant allocations are released dependent upon receipt and approval of narrative and budget reports. During the year there are random site visits and the project directors are gathered annually. PURPOSE OF GRANT 1. AVODAH - Ruach Avodah. A new project that will infuse AVODAHs yearlong Jewish Service Corps program with engaging, innovative, and nourishing Jewish experiences, giving participants a deep connection beyond formal learning and allowing them to holistically explore their Jewish identities and lives. 2. JEWISH WOMENS ARCHIVE - To launch Story Aperture, a new project that will enable people of all ages in classrooms and beyond to use mobile technology to collect and share the stories of Jewish women. 3. UNION FOR REFORM JUDAISM - To develop an initiative to better support entry level professionals working with Jewish youth. 4. COMMUNITY FOUNDATION FOR JEWISH EDUCATION - The Chicago Teachers Project: A Laboratory for Jewish Early Childhood Education. To launch a teaching laboratory that will attract and serve as the innovative training ground for a new generation of teachers in Jewish early childhood education. 5. INTERFAITHFAMILY - The Interfaith Inclusion Leadership Initiative. To fund three rounds of an intensive, year-long training program for Jewish institutions in order to make sustainable, enduring change by considering organizational policies, programs, and cultures that support and encourage the participation of interfaith families in Jewish life. 6. NEW TEACHER CENTER / JEWISH NEW TEACHER PROJECT - Expanding the Jewish New Teacher Projects Chicago-Based Mentoring Program. To expand its successful Chicago-based new teacher mentoring program to include Jewish day schools in surrounding states. 7. JEWISH THEOLOGICAL SEMINARY / INHEIRITANCE PROJECT - The inHEIRitance Project: The Exodus Plays. To collaborate with other faith communities in Harlem and Morningside Heights in the next phase in the evolution of this project. 8. PROJECT ZUG (FISCAL SPONSOR MECHON HADAR) - Project Zug: Connecting through Online Learning. To make personally tailored online Jewish chevruta learning accessible to Jews around the world. 9. PRESENTENSE GROUP/UPSTART - PresenTense Community Hackathon: Phase II. To support Phase II of the PresenTense Community Hackathon, designed to utilize PresenTenses methodologies to promote collaboration within mid-sized Jewish communities in North America and to initiate new conversations and solutions that are centered on education. 10. JEWISH COMMUNITY DAY SCHOOL OF RHODE ISLAND - TikkunXDesign/Beta Midrash. To create and expand its TikkunXDesign program, which integrates Jewish texts, traditions, and values with human-centered Design Thinking and STEAM (Science, Technology, Engineering, Art, and Math) education. 11. ILLUMINATED JEWISH STORIES (FISCAL SPONSOR FJC) - Illuminated Jewish Stories. To support the creation and dissemination of Jewish educational arts materials for adults and to conduct educator trainings and programs. 12. JEWISH COMMUNITY CENTER OF SOUTHERN NEVADA - Jewish University. To support and expand the newly created Jewish University, encompassing a thematic, artistic, and cultural approach to Jewish education. 13. Jewish Parent Academy ( Fiscal Sponsor Kings Bay Y) - Jewish Parent Academy. To build on its pilot year of adult Jewish learning for Russian-speaking parents with young families. 14. Moishe House - Activate Local Learning: Peer-Led Jewish Education Fueled by Local Jewish Educators. To support emerging Jewish young adult leaders as they develop relationships and engage in learning with local Jewish educators to create new experiential learning opportunities for their peers. 15. Jewish Film Festival (San Francisco) - JFI On Demand for the Next Wave. To support a pilot program that builds on the success of its Video On Demand platform. 16. Mandel Jewish Community Center of Cleveland - The Midwestern Artists' Laboratory Network. To provide continued support to the current Artists Laboratory Network and to add and to mentor three new Artists Labs in other Midwestern cities. 17. Jon Adam Ross / InHEIRitance: The Genesis of Our Stories (fiscal sponsor: FJC) - The InHEIRitance Project: The Genesis Plays. To facilitate the expansion of the communal creation of five theater productions, which are being created in partnership with five Jewish communities across the United States. These productions combine the stories of the matriarchs and patriarchs with the stories of local Jewish community members. Each production will premiere locally followed by a production in New York City. 18. Jewish Education Center of Cleveland - Engaging Texts: A Cross-Communal Network Developing the Educational Practice of Philosophical Inquiry with Tanach. To create and develop a cross-communal network that will facilitate and provide support for the scaling up of the educational practice of philosophical inquiry with Tanach as the central focus for the Jewish educators working within the participating communities. 19. Congregation Ahavath Beth Israel (CABI) - Shir Transformation: A Congregational Music Program to Enhance and Sustain Jewish Life. To fund development and implementation of a Jewish music education program for innovative educational, spiritual, and community growth, with intent to reach out to the unaffiliated, especially Millennials, in the greater Treasure Valley of Idaho. 20. Habonim Dror North America - Habonim Drors Shlav Hachshara Bet: Inspiring and Supporting Youth in Defining and Shaping the Jewish Future. To expand, improve, and institutionalize its Shlav Hachshara Bet Leadership Program for college-age Jewish young people as an integral part of HDNA. During the grant period (January 2015-December 2017), approximately 200 youth leaders will be involved in the program. 21. The Moxie Institute (Fiscal Sponsor: Let it Ripple) - The Creation of Accompanying Educational Materials for the Jewish Version of The Science of Character Film. To accompany a Jewish version of its 8-minute film The Science of Character, reframed through the lens of the Mussar movement, a Jewish ethical, educational, and cultural movement, developed in 19th century Eastern Europe, particularly among Orthodox Lithuanian Jews. 22. The Reform Temple of Forest Hills - Project 613: The RTFH Digital Badging Project Implementation. To complete development, implementation, and roll-out of a digital badging system that, fully integrated with the congregational school curriculum (for grades K-7) in a Reform Jewish congregation, will support the blending of in-class and at-home learning objectives to more effectively engage and motivate students and their families while deepening their appreciation of and participation in Jewish content, education, and community religious education. 23. Beit Hatfutsot of America (Fiscal Sponsor: American Friends of Beit Hatfutsot) - Curating Your Story Educational Encounter with Jewish Artists in the Community. To enhance and extend the creative experience and community dialogue of the My Family Story program in schools across the United States by inviting local Jewish artists to share their creative expertise with participating students in order to generate excitement and interest in Jewish family legacies. 24. Ilana Trachtman / InHEIRiting Sisterhood (fiscal sponsor: Hartley Film Foundation) - InHEIRiting Sisterhood. To work with the Jewish community in Seattle on the project InHEIRiting Sisterhood, a collaborative theatre/video performance that explores the Biblical narrative of Rachel and Leah. The performance will be created based on study sessions and interviews held with members of the community. 25. Capital Camps and Retreat Center - Story Shuk 26. Beit Hatfutsot of America (Fiscal Sponsor: American Friends of Beit Hatfutsot) - Curating Your Family Story X false false false false false false false false false HARLENE WINNICK APPELMAN EXECUTIVE DIRECTOR 181031 0 0 0 0 0 18000 0 1687 0 200718 0 0 0 JONI-SUE LEVINE ASSOCIATE DIRECTOR 138492 0 6795 0 0 0 14000 0 13687 0 172974 0 0 0 990 Review Process - Part VI, Section B, Line 11B o Audit Committee of the Board reviews the first draft of the Federal Form 990 during an Audit Committee meeting o Edits and suggestions are communicated to management and auditors o Management works with auditors to review suggested edits o Final version is sent to Audit Committee of the Board before final submission o Audit committee has been granted authority to review and approve the tax filing on behalf of the Board. Conflict of Interest Policy - Part VI, Section B, Line 12c o All Board members are given a copy of our conflict of interest policy annually. o Along with that is a form that they fill out revealing any relationships that might present a conflict of interest. o These forms are signed by each board member and kept on file. Information Policy for Public Review of Records - Part VI, Sec C, Line 19 For any person(s) who wish(es) to review the governing documents and financial statements, this information will be provided to them, at the organization's office, upon request. Exececutive Director Compensation -Part VI, Section B, Line 15A & Line 15B o Performance review was conducted by an Executive Compensation Committee that consists of the Chair of the Board and Chair of the Audit Committee. o They conduct a performance review and recommend a salary adjustment o Recommendations for salary adjustment is part of the annual budget process which is reviewed by the full board prior to approval FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS TOTAL FEES:449334 FORM 990 PART IX LINE 11G DESCRIPTION:GRANT EVALUATION TOTAL FEES:197821 FORM 990 PART IX LINE 11G DESCRIPTION:FLEX PLAN ADMIN FEES TOTAL FEES:1200 Jewish Federation of Metropolitan Chicag 30 S Wells St Chicago IL 60606 362167761 Jewish Educat IL 501(c)(3) 7 NA false false false false false false false false false false false false false false false false false false false false