JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201731359349305288
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T12:42:54-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O STREET STE 1040AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP685081461ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201123519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OMAHA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JORDANA GLAZERInCareOfNm
Business Name ControlJEWIBusinessNameControlTxt
Phone4023346498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH 132ND STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD N EPSTEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN TYNONPreparerPersonNm
PTINP01063388PTIN
Phone4024737600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHOWARD N EPSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH 132ND STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,449,907GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFOFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$10,610TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$6,844NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,556,189PYContributionsGrantsAmt
CY Contributions Grants$3,551,502CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,258,785PYInvestmentIncomeAmt
CY Investment Income$425,840CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,814,974PYTotalRevenueAmt
CY Total Revenue$3,977,342CYTotalRevenueAmt
PY Grants And Similar Paid$5,854,621PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,738,102CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$532,072CYTotalFundraisingExpenseAmt
PY Other Expenses$545,395PYOtherExpensesAmt
CY Other Expenses$551,356CYOtherExpensesAmt
PY Total Expenses$6,400,016PYTotalExpensesAmt
CY Total Expenses$6,289,458CYTotalExpensesAmt
PY Revenues Less Expenses$2,414,958PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,312,116CYRevenuesLessExpensesAmt
Total Assets BOY$81,291,054TotalAssetsBOYAmt
Total Assets EOY$76,722,950TotalAssetsEOYAmt
Total Liabilities BOY$7,800,582TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,702,514TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$73,490,472NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$69,020,436NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,738,102ExpenseAmt
Grant$5,738,102GrantAmt
DescJEWISH FEDERATION OF OMAHA FOUNDATION'S PURPOSE IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA, INC. AND OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES WHICH ARE DESCRIBED IN IRC SECTIONS 501(C)(3) AND WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC OR FOUNDATION.Desc
Total Program Service Expenses$5,738,102TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJORDANA GLAZERPersonNm
Phone4023346597PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH 132ND STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CARL RIEKES
BOARD OF DIRECTORS PRESIDENT3.01.0Yes (X)Yes (X)$0$0$0
DONALD GOLDSTEIN
VICE PRESIDENT/SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
ANDREW ROBINSON
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
STEVE BLOCH
DIRECTOR1.00.0Yes (X)$0$0$0
PAUL EPSTEIN
DIRECTOR1.00.0Yes (X)$0$0$0
MICHAEL M ERMAN
DIRECTOR1.00.0Yes (X)$0$0$0
TED FRIEDLAND
DIRECTOR1.00.0Yes (X)$0$0$0
DAVID GILINSKY
DIRECTOR1.00.0Yes (X)$0$0$0
GLORIA KASLOW
DIRECTOR1.00.0Yes (X)$0$0$0
JOE KIRSHENBAUM
DIRECTOR1.00.0Yes (X)$0$0$0
HOWARD KOOPER
DIRECTOR1.00.0Yes (X)$0$0$0
JODY MALASHOCK
DIRECTOR1.00.0Yes (X)$0$0$0
MURRAY H NEWMAN
DIRECTOR2.00.0Yes (X)$0$0$0
STEVEN NOGG
DIRECTOR1.00.0Yes (X)$0$0$0
HARLEY D SCHRAGER
DIRECTOR1.00.0Yes (X)$0$0$0
JEFFREY SCHRAGER
DIRECTOR1.00.0Yes (X)$0$0$0
NORM VEITZER
DIRECTOR1.00.0Yes (X)$0$0$0
HOWARD EPSTEIN
EXECUTIVE DIRECTOR50.00.0Yes (X)$0$142,900$7,689
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$142,900TotReportableCompRltdOrgAmt
Total Other Compensation$7,689TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,081,628RelatedOrganizationsAmt
All Other Contributions$2,469,874AllOtherContributionsAmt
Noncash Contributions$1,074,974NoncashContributionsAmt
Total Contributions$3,551,502TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,399TotalRevenueColumnAmt
Unrelated Business Revenue$10,610UnrelatedBusinessRevenueAmt
Exclusion$93,789ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,794,006SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,472,565SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$321,441SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$321,441TotalRevenueColumnAmt
Exclusion$321,441ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,977,342TotalRevenueColumnAmt
Unrelated Business Revenue$10,610UnrelatedBusinessRevenueAmt
Exclusion$415,230ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,675,064TotalAmt
Program Services$5,675,064ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$63,038TotalAmt
Program Services$63,038ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,430TotalAmt
Fundraising$2,430FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$85,860TotalAmt
Fundraising$85,860FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,371TotalAmt
Management And General$8,371ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,983TotalAmt
Fundraising$6,983FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,678TotalAmt
Fundraising$16,678FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$351TotalAmt
Fundraising$351FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,554TotalAmt
Fundraising$13,554FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,543TotalAmt
Fundraising$6,543FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
REIMBURSEMENT - SALARIES$335,902$335,902
REIMBURSEMENT - BENEFITS$15,195$15,195
REIMBURSEMENT - PAYROLL TAX$24,834$24,834
MISCELLANEOUS EXPENSE$13,780$13,780

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20,875TotalAmt
Management And General$10,913ManagementAndGeneralAmt
Fundraising$9,962FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,289,458TotalAmt
Program Services$5,738,102ProgramServicesAmt
Management And General$19,284ManagementAndGeneralAmt
Fundraising$532,072FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$464BOYAmt
EOY$437EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$805,508BOYAmt
EOY$1,452,576EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$129,188BOYAmt
EOY$111,682EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,440,246BOYAmt
EOY$7,316,173EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$69,611,777BOYAmt
EOY$65,589,095EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,301,954BOYAmt
EOY$2,251,954EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,917BOYAmt
EOY$1,033EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$81,291,054BOYAmt
EOY$76,722,950EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$400,364BOYAmt
EOY$238,497EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$7,400,218BOYAmt
EOY$7,140,197EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$323,820EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,800,582BOYAmt
EOY$7,702,514EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$52,689,765BOYAmt
EOY$47,585,021EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,568,145BOYAmt
EOY$4,315,051EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,232,562BOYAmt
EOY$17,120,364EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,490,472BOYAmt
EOY$69,020,436EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,291,054BOYAmt
EOY$76,722,950EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,312,116ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,157,920NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OMAHA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN470384659EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$3,183,215SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$3,183,215SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART IV, SECTION A, LINE 6FormAndLineReferenceDesc
ExplanationSUPPORT ALSO PROVIDED TO OTHER 501(C)(3) ORGANIZATIONS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held177DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,451,436DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$3,325,434DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$20,034,296DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,879,595BeginningYearBalanceAmt
Contributions$216,263ContributionsAmt
Investment Earnings Or Losses-$398,374InvestmentEarningsOrLossesAmt
Grants Or Scholarships$983,041GrantsOrScholarshipsAmt
End Year Balance$20,714,443EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,640,737BeginningYearBalanceAmt
Contributions$967,697ContributionsAmt
Investment Earnings Or Losses$168,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$897,764GrantsOrScholarshipsAmt
End Year Balance$21,879,595EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,067,285BeginningYearBalanceAmt
Contributions$479,733ContributionsAmt
Investment Earnings Or Losses$2,655,615InvestmentEarningsOrLossesAmt
Grants Or Scholarships$561,896GrantsOrScholarshipsAmt
End Year Balance$21,640,737EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,248,947BeginningYearBalanceAmt
Contributions$432,930ContributionsAmt
Investment Earnings Or Losses$1,361,188InvestmentEarningsOrLossesAmt
Grants Or Scholarships$943,920GrantsOrScholarshipsAmt
Administrative Expenses$31,860AdministrativeExpensesAmt
End Year Balance$19,067,285EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,455,304BeginningYearBalanceAmt
Contributions$2,148,920ContributionsAmt
Investment Earnings Or Losses$257,699InvestmentEarningsOrLossesAmt
Grants Or Scholarships$608,546GrantsOrScholarshipsAmt
Administrative Expenses$4,430AdministrativeExpensesAmt
End Year Balance$18,248,947EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.11508BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.71329PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17163TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INTERESTS$2,353,332F
OTHER SECURITIES$262,516F
CHICAGO PEP INT$43,672,815F
POOL, LLP$19,300,432F
TRUST DISTRIBUTION OUTSTANDING$0F
FieldValueIRS element (for citing)
Total Book Value Securities$65,589,095TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITIESDesc
Amt$323,820Amt
FieldValueIRS element (for citing)
Total Liability$323,820TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART X, LINE 2THE FOUNDATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC (740), INCOME TAXES. THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2016 AND 2015, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED.
SCHEDULE D, PART V, LINE 4ENDOWMENT FUNDS HELD BY THE JEWISH FEDERATION OF OMAHA FOUNDATION ARE USED TO SUPPORT PROGRAMS MANAGED BY THE JEWISH FEDERATION OF OMAHA INCLUDING SCHOLARSHIPS, EDUCATION ACTIVITIES, AND OTHER PROGRAM EXPENSES.
SCHEDULE D, PART IV, LINE 2BTHE FOUNDATION HOLDS ASSETS IN TRUST FOR VARIOUS ORGANIZATIONS IN A FIDUCIARY CAPACITY. THE FOUNDATION MANAGES THE ASSETS AND CAN ONLY MAKE DISTRIBUTIONS AT THE REQUEST OF THE OWNERS. THE ASSETS ARE INCLUDED IN INVESTMENTS AND LIABILITIES IN CUSTODIAL FUNDS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (63 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Accion International
10 Fawcett Street Ste 204CambridgeMA02138132535763501(C)(3)$11,000General Support
American Craft Council
1224 Marshall St NE Ste 200MinneapolisMN55413131566058501(C)(3)$10,000General Support
American Friends of Ner Yaakov
144-25 Jewel AvenueFlushingNY11367521577399501(C)(3)$10,000General Support
Anti Defamation League
605 3rd AveNew YorkNY10158131818723501(C)(3)$33,850General Support
Ballet Nebraska
PO Box 6413OmahaNE68106271093011501(C)(3)$50,000General Support
Bemis Center for Contemporary Arts
724 S 12th StreetOmahaNE68102470653927501(C)(3)$7,500General Support
Beth El Synagogue
14506 California StreetOmahaNE68154470388140501(C)(3)$132,667General Support
Beth Emet Synagogue
1224 Dempster StreetEvanstonIL60202366138244501(C)(3)$5,160General Support
Beth Israel Synagogue
12604 Pacific StreetOmahaNE68154470388010501(C)(3)$54,556General Support
Big Brothers Big Sisters Midlands
4902 Hamilton StreetOmahaNE68135470466144501(C)(3)$12,500General Support
Birthright Israel Foundation
33 East 33rd St 7th FloorNew YorkNY10016134092050501(C)(3)$8,600General Support
Blue Barn Theatre
614 South 11th StreetOmahaNE68102470742394501(C)(3)$15,000General Support
Bnai Brith Henry Monsky Lodge
800 Eighth Street NWWashingtonDC20001530209632501(C)(3)$25,000General Support
Bnai Israel Synagogue
618 Mynster StreetCouncil BluffsIA51503421249804501(C)(3)$11,221General Support
Brigit Saint Brigit Theatre Company
614 S 11th StreetOmahaNE68102470772596501(C)(3)$10,000General Support
Central Fund of Israel
23-98 Bayswater AveFar RockawayNY11691132992985501(C)(3)$11,000General Support
Central High School Foundation
1823 Harney Street Ste 203OmahaNE68102911771983501(C)(3)$58,750General Support
Chabad Lubavitch of Nebraska
1866 S 120th StreetOmahaNE68144363552582501(C)(3)$39,494General Support
Christian Urban Education Service
2207 Wirt StreetOmahaNE68110470818922501(C)(3)$11,300General Support
Creighton University
2500 California PlazaOmahaNE68178470376583501(C)(3)$12,550General Support
First Responders Critical Support Found
14916 Miami StreetOmahaNE68116263499345501(C)(3)$28,700General Support
Food Bank for the Heartland
1025 J StreetOmahaNE68127470637701501(C)(3)$5,260General Support
Friedel Jewish Academy
335 S 132nd StreetOmahaNE68154051998366501(C)(3)$98,666General Support
Greater Miami Jewish Federation
4200 Biscayne BlvdMiamiFL33137590624404501(C)(3)$57,000General Support
Iowa Law School Foundation
PO Box 4550Iowa CityIA52244426074234501(C)(3)$100,000General Support
Jewish Funeral Home
12604 Pacific StreetOmahaNE68154470728302501(C)(3)$5,400General Support
Jewish National Fund
78 Randall AveRockville CentreNY11570131659627501(C)(3)$5,500General Support
John Hancock Life Insurance
197 Clarendon StreetBostonMA02116010233346501(C)(3)$7,836General Support
Joseph and Betty Harlam Camp
301 East City Avenue Ste 110Bala CynwydPA19004236050581501(C)(3)$10,000General Support
LOVE
323 South 132 StreetOmahaNE68154811788198501(C)(3)$5,917General Support
MassMutual Financial Group
Box 371368PittsburghPA15250041590850501(C)(3)$7,984General Support
National Council of Young Israel
195 Route 46 West Ste 11TotowaNJ07512274100614501(C)(3)$24,000General Support
Nature Conservancy
1007 Leavenworth StreetOmahaNE68102530242652501(C)(3)$26,000General Support
Nebraska Coalition Lifesaving Cures
900 S 74th Plaza Suite 301OmahaNE68114470837287501(C)(3)$10,300General Support
Nebraska Cultural Endowment
1004 Farnam StreetOmahaNE68102470813703501(C)(3)$10,000General Support
Nebraska Humane Society
8929 Fort StreetOmahaNE68134470378997501(C)(3)$37,050General Support
Nebraska Jewish Historical Society
333 S 132nd StreetOmahaNE68154431271156501(C)(3)$14,858General Support
Nebraska Soccer Charities
PO Box 27792OmahaNE68127465651798501(C)(3)$5,988General Support
NorthStar Foundation
5076 Ames AvenueOmahaNE68104260494022501(C)(3)$14,200General Support
Ocean Institute
24200 Dana Point Harbor DrDana PointCA92629330203488501(C)(3)$20,000General Support
Ohr Hatorah
c/o 38 Whitman StreetBergenfieldNJ07621061802924501(C)(3)$15,000General Support
Omaha Botanical Center
100 Bancroft StreetOmahaNE68108470659701501(C)(3)$6,550General Support
Omaha Community Foundation
302 South 36 Street Ste 100OmahaNE68131363789990501(C)(3)$276,568General Support
Omaha Conservatory of Music
3504 S 108th StOmahaNE68144470384657501(C)(3)$17,168General Support
Omaha Public Library Foundation
215 South 15 StreetOmahaNE68102363411575501(C)(3)$5,700General Support
Omaha Symphony Association
1605 Howard StreetOmahaNE68102476039304501(C)(3)$13,350General Support
Planned Parenthood of Heartland NW
PO Box 4557Des MoinesIA50305420727488501(C)(3)$15,000General Support
Police Athletics for Community Engagement
PO Box 24251OmahaNE68124465041453501(C)(3)$10,000General Support
Project Harmony
11949 Q StreetOmahaNE68137470789054501(C)(3)$6,000General Support
RESPECT2
820 South 75th StreetOmahaNE68114201469255501(C)(3)$6,000General Support
Salvation Army
3612 Cuming StreetOmahaNE68131133485289501(C)(3)$5,450General Support
Santa Fe Opera
PO Box 2408Santa FeNM85704850131810501(C)(3)$40,000General Support
Southern Poverty Law Center
400 Washington Ave POB 5632MontgomeryAL36177630598743501(C)(3)$6,000General Support
Street Kids International
PO Box 6473LincolnNE68506470804591501(C)(3)$10,000General Support
Suburban Rotary Charitable Foundation
4089 South 84 St PMB 317OmahaNE68127363544327501(C)(3)$5,600General Support
Summit Foundation
PO Box 4000BreckinridgeCO80424742341399501(C)(3)$10,000General Support
Sustainable Schools International
236 WalnutFort CollinsCO80524680572605501(C)(3)$10,000General Support
Temple Israel
13111 Sterling Ridge DriveOmahaNE68144470376590501(C)(3)$373,850General Support
The Aspen Institute Inc
1000 North 3rd StreetAspenCO81611840399006501(C)(3)$5,300General Support
The Partnership for Our Kids
1004 Farnam St STE 200OmahaNE68102470762798501(C)(3)$15,000General Support
United Way of the Midlands
1805 Harney StreetOmahaNE68102470376605501(C)(3)$48,700General Support
University of Nebraska Foundation
2285 S 67th Street 200OmahaNE68106470379839501(C)(3)$324,378General Support
JEWISH FEDERATION OF OMAHA INC
333 S 132ND STREETOMAHANE68154470384569501(C)(3)$3,183,215GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org63Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient18RecipientCnt
Cash Grant$63,038CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTS TO ORGANIZATIONS: GRANTEE IS REQUIRED TO REPORT ANNUALLY ON THE USE OF FUNDS AND CONSISTENCY WITH ORIGINAL PURPOSE WHEN GRANT WAS APPROVED. GRANTS ARE DISBURSED AFTER PROGRAMS AND SERVICES ARE PROVIDED, AND RECEIPTS FOR THE COSTS ARE SUBMITTED TO THE FOUNDATION. GRANTS TO INDIVIDUALS: SCHOLARSHIP RECIPIENTS ARE ISSUED CHECKS PAYABLE TO COLLEGE/SCHOOL TO PAY TUITION, AND ARE REQUIRED TO SUBMIT TRANSCRIPTS FOR COURSEWORK. FINANCIAL ASSISTANCE FOR INDIVIDUALS IS PAID DIRECTLY TO WHERE ASSISTANCE IS NEEDED (UTILITIES, RENT, GROCERY STORE) AND FURTHER MONITORING OF THE EXPENDITURE IS NOT NEEDED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHOWARD EPSTEINPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$142,900CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$7,303DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$386NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$150,589TotalCompensationRltdOrgsAmt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution40ContributionCnt
Noncash Contributions Rpt F990$1,074,974NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE JEWISH FEDERATION OF OMAHA, A RELATED ORGANIZATION, HAS THE ABILITY TO APPOINT AND APPROVE ALL BOARD MEMBERS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE JFO CONTROLLER. WHEN THE 990 HAS BEEN PREPARED, IT IS THEN REVIEWED BY THE CONTROLLER AND CFO. COPIES OF THE RETURN ARE PROVIDED TO THE FOUNDATION EXECUTIVE DIRECTOR AFTER REVIEW. THE RETURN IS APPROVED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 15ATHIS POLICY ON THE PROCESS FOR DETERMINING COMPENSATION OF THE JEWISH FEDERATION OF OMAHA FOUNDATION APPLIES TO THE COMPENSATION OF THE FOLLOWING PERSONS EMPLOYED BY THE ORGANIZATION: EXECUTIVE DIRECTOR THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE PRESIDENT OF THE FOUNDATION BOARD; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD-KEEPING. 1. REVIEW AND APPROVAL: THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE PRESIDENT OF THE FOUNDATION BOARD, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION: THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVDED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORD-KEEPING: THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD-KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
FORM 990, PART VI, SECTION C, LINE 19THE JEWISH FEDERATION OF OMAHA FOUNDATION CONSOLIDATES ITS FINANCIALS WITH THE JEWISH FEDERATION OF OMAHA. THESE FINANCIALS ARE POSTED ON THE FEDERATION'S WEBSITE. THE FOUNDATION MAKES ITS 990 AND OTHER POLICIES AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12CPERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE PRESIDENT OF THE BOARD OF DIRECTORS ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT OF THE BOARD OF DIRECTORS, THE PRESIDENT WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S ASSOCIATE DIRECTOR AND DIRECTOR OF FINANCE AND OPERATIONS WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED.
FORM 990, PART XII, LINE 2CTHE BOARD OF DIRECTORS FOR THE JEWISH FEDERATION OF OMAHA INC., A RELATED ORGANIZATION, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART IX, LINE 24EALL OTHER EXPENSES MANAGEMENT & GENERAL FUNDRAISING ------------ ------------- PROGRAM OPERATING COSTS $10,883 DONOR DEVELOPMENT $4,529 WEBSITE DEVELOPMENT $3,766 CREDIT CARD FEES $ 30 $ 345 DUES & SUBSCRIPTIONS $1,322 ------------ ------------- TOTAL $10,913 $9,962
FORM 990, PART VI, SECTION A, LINE 2CERTAIN BOARD MEMBERS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION (THE FOUNDATION) HAVE FAMILY RELATIONSHIPS WITH OTHER BOARD MEMBERS OF THE FOUNDATION. IN ADDITION, CERTAIN BOARD MEMBERS OF THE FOUNDATION ALSO HAVE FAMILY RELATIONSHIPS WITH BOARD MEMBERS OF THE JEWISH FEDERATION OF OMAHA, INC. (THE FEDERATION), A RELATED ENTITY. JEFFREY SCHRAGER, FOUNDATION BOARD MEMBER, IS NEPHEW OF HARLEY SCHRAGER, FOUNDATION BOARD MEMBER. EXECUTIVE DIRECTOR OF THE FOUNDATION, HOWARD EPSTEIN, IS THE FATHER OF JASON EPSTEIN, A BOARD MEMBER OF THE FEDERATION. IN ADDITION, BOARD PRESIDENT OF THE FOUNDATION, CARL RIEKES, IS FATHER IN LAW OF BRETT ATLAS, A BOARD MEMBER OF THE FEDERATION.
FORM 990, PART VI, SECTION B, LINE 15BTHE ONLY COMPENSATED OFFICER OF THE FOUNDATION IS THE EXECUTIVE DIRECTOR. SEE SCHEDULE O DETAIL FOR FORM 990, PART VI, SECTION B, LINE 15A FOR THE PROCESS OF DETERMINING COMPENSATION FOR THIS INDIVIDUAL. AS THER ARE NO OTHER OFFICERS RECEIVING COMPENSATION AND THERE ARE NO KEY EMPLOYEES OF THE ORGANIZATION, LINE 15B HAS BEEN CHECKED NO.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
JEWISH FEDERATION OF OMAHA INC
333 S 132ND STREETOMAHANE68154470384659SOCIAL SERVICNE501(C)(3)7NAfalse
PARDES FOUNDATION
333 S 132ND STREETOMAHANE68154470824776MANAGE PPTYNE501(C)(3)11AJEWISH FEDfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
JEWISH FEDERATION OF OMAHA INC
B$3,183,215FMV
JEWISH FEDERATION OF OMAHA INC
C$1,081,628FMV
JEWISH FEDERATION OF OMAHA INC
P$532,072FMV

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