JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201611349349303561
Schema version
2014v6.0
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)
Return2016-05-13T11:24:16-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Phone4023346597PhoneNum

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
Phone4023346597PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN TYNONPreparerPersonNm
PTINP01063388PTIN
Phone4024737600PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$18,168,386GrossReceiptsAmt
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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$139,446TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$132,791NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,635,968PYContributionsGrantsAmt
CY Contributions Grants$5,556,189CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$252,409PYInvestmentIncomeAmt
CY Investment Income$3,258,785CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,888,377PYTotalRevenueAmt
CY Total Revenue$8,814,974CYTotalRevenueAmt
PY Grants And Similar Paid$5,942,280PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,854,621CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$316,653PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$377,026CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$535,136CYTotalFundraisingExpenseAmt
PY Other Expenses$167,707PYOtherExpensesAmt
CY Other Expenses$168,369CYOtherExpensesAmt
PY Total Expenses$6,426,640PYTotalExpensesAmt
CY Total Expenses$6,400,016CYTotalExpensesAmt
PY Revenues Less Expenses$461,737PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,414,958CYRevenuesLessExpensesAmt
Total Assets BOY$81,215,931TotalAssetsBOYAmt
Total Assets EOY$81,291,054TotalAssetsEOYAmt
Total Liabilities BOY$7,579,024TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,800,582TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$73,636,907NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,490,472NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,854,621ExpenseAmt
Grant$5,854,621GrantAmt
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$5,854,621TotalProgramServiceExpensesAmt
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 LiabilitiesfalseReportOtherLiabilitiesInd
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 IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
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 CommitteesfalseMinutesOfCommitteesInd
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 OtherYes (true)CompensationProcessOtherInd
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 (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CARL RIEKES
PRESIDENT1.00.0Yes (X)Yes (X)$0$0$0
DONALD GOLDSTEIN
VICE PRESIDENT/SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
STEVEN 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
JOSEPH KIRSHENBAUM
DIRECTOR1.00.0Yes (X)$0$0$0
JODY MALASHOCK
DIRECTOR1.00.0Yes (X)$0$0$0
MURRAY H NEWMAN
DIRECTOR1.00.0Yes (X)$0$0$0
STEVEN NOGG
DIRECTOR1.00.0Yes (X)$0$0$0
ANDREW ROBINSON
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
HARLEY D SCHRAGER
DIRECTOR1.00.0Yes (X)$0$0$0
JEFFREY SCHRAGER
DIRECTOR1.00.0Yes (X)$0$0$0
FREDERICK J SIMON
DIRECTOR1.00.0Yes (X)$0$0$0
NORMAN VEITZER
DIRECTOR1.00.0Yes (X)$0$0$0
ADAM YALE
DIRECTOR1.00.0Yes (X)$0$0$0
HOWARD EPSTEIN
EXECUTIVE DIRECTOR40.00.0Yes (X)$0$134,614$6,746
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$134,614TotReportableCompRltdOrgAmt
Total Other Compensation$6,746TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,050,351RelatedOrganizationsAmt
All Other Contributions$4,505,838AllOtherContributionsAmt
Noncash Contributions$2,449,467NoncashContributionsAmt
Total Contributions$5,556,189TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,533TotalRevenueColumnAmt
Unrelated Business Revenue$37,748UnrelatedBusinessRevenueAmt
Exclusion$61,785ExclusionAmt

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$12,512,664SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,353,412SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,159,252SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,159,252TotalRevenueColumnAmt
Unrelated Business Revenue$101,698UnrelatedBusinessRevenueAmt
Exclusion$3,057,554ExclusionAmt

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$8,814,974TotalRevenueColumnAmt
Unrelated Business Revenue$139,446UnrelatedBusinessRevenueAmt
Exclusion$3,119,339ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,851,821TotalAmt
Program Services$5,851,821ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,800TotalAmt
Program Services$2,800ProgramServicesAmt

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$335,708TotalAmt
Fundraising$335,708FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,793TotalAmt
Fundraising$16,793FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,525TotalAmt
Fundraising$24,525FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$102,929TotalAmt
Fundraising$102,929FundraisingAmt

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$8,609TotalAmt
Management And General$8,609ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,123TotalAmt
Fundraising$20,123FundraisingAmt

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$144TotalAmt
Fundraising$144FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,206TotalAmt
Fundraising$10,206FundraisingAmt

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$6,256TotalAmt
Fundraising$6,256FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
DONOR DEVELOPMENT$7,732$7,732
WEBSITE DEVELOPMENT$3,144$3,144
Miscellaneous Expenses$5,830$5,830
DUES & SUBCRIPTIONS$1,401$1,401

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,995TotalAmt
Management And General$1,650ManagementAndGeneralAmt
Fundraising$345FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,400,016TotalAmt
Program Services$5,854,621ProgramServicesAmt
Management And General$10,259ManagementAndGeneralAmt
Fundraising$535,136FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$990BOYAmt
EOY$464EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,615,103BOYAmt
EOY$805,508EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,384BOYAmt
EOY$129,188EOYAmt

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$9,198,547BOYAmt
EOY$8,440,246EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$67,046,461BOYAmt
EOY$69,611,777EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,350,000BOYAmt
EOY$2,301,954EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,446BOYAmt
EOY$1,917EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$81,215,931BOYAmt
EOY$81,291,054EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$232,329BOYAmt
EOY$400,364EOYAmt

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$7,346,695BOYAmt
EOY$7,400,218EOYAmt

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$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,579,024BOYAmt
EOY$7,800,582EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$54,100,866BOYAmt
EOY$52,689,765EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,197,369BOYAmt
EOY$4,568,145EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,338,672BOYAmt
EOY$16,232,562EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,636,907BOYAmt
EOY$73,490,472EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,215,931BOYAmt
EOY$81,291,054EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,414,958ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,561,393NetUnrlzdGainsLossesInvstAmt
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$2,650,746SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,650,746SupportSumAmt

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 ReferenceFORM 990, SCHEDULE 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 Held180DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,382,106DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$4,051,275DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$22,586,416DonorAdvisedFundsVlEOYAmt
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$21,640,737BeginningYearBalanceAmt
Contributions$967,697ContributionsAmt
Investment Earnings Or Losses$168,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$897,764GrantsOrScholarshipsAmt
End Year Balance$21,879,595EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,669,102BeginningYearBalanceAmt
Contributions$438,736ContributionsAmt
Investment Earnings Or Losses$1,941,330InvestmentEarningsOrLossesAmt
Grants Or Scholarships$591,243GrantsOrScholarshipsAmt
Administrative Expenses$2,621AdministrativeExpensesAmt
End Year Balance$16,455,304EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.14392BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.68041PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17567TermEndowmentBalanceEOYPct
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$2,233,246F
OTHER SECURITIES$245,465F
CHICAGO PEP INT$46,573,585F
POOL, LLP$20,525,309F
TRUST DISTRIBUTION OUTSTANDING$34,172F
FieldValueIRS element (for citing)
Total Book Value Securities$69,611,777TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
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.
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, 2015 AND 2014, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED.

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
American Friends of Ner Yaakov
144-25 Jewel AvenueFlushingNY11367521577399501(C)(3)$10,200General Support
America Israel Friendship League Inc
134 East 39th StreetNew YorkNY10016237252135501(C)(3)$7,500General Support
Anti Defamation League
605 3rd AveNew YorkNY10158131818723501(C)(3)$49,110General Support
Ballet Nebraska
PO Box 6413OmahaNE68106271093011501(C)(3)$40,000General Support
Bemis Center for Contemporary Arts
724 S 12th StreetOmahaNE68102470653927501(C)(3)$26,834General Support
Beth El Synagogue
14506 California StreetOmahaNE68154470388140501(C)(3)$149,224General Support
Beth Israel Synagogue
12604 Pacific StreetOmahaNE68154470388010501(C)(3)$25,850General Support
Big Brothers Big Sisters Midlands
4902 Hamilton StreetOmahaNE68135470466144501(C)(3)$18,250General Support
Blue Barn Theatre
614 South 11th StreetOmahaNE68102470742394501(C)(3)$12,500General Support
Bnai Brith Henry Monsky Lodge
800 Eighth Street NWWashingtonDC20001530209632501(C)(3)$26,271General Support
Bnai Brith Youth Organization Inc
800 Eighth Street NWWashingtonDC20001311794932501(C)(3)$10,000General Support
Bnai Israel Synagogue
618 Mynster StreetCouncil BluffsIA51503421249804501(C)(3)$20,630General 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)$6,000General Support
Chabad Lubavitch of Nebraska
1866 S 120th StreetOmahaNE68144363552582501(C)(3)$45,800General Support
Christian Urban Education Service
2207 Wirt StreetOmahaNE68110470818922501(C)(3)$6,226General Support
Creighton University
2500 California PlazaOmahaNE68178470376583501(C)(3)$7,600General Support
Doctors Without Borders USA
333 7th Avenue 2nd FloorNew YorkNY100015004133433452501(C)(3)$11,531General Support
Film Streams
PO Box 8485OmahaNE68108202549448501(C)(3)$6,250General Support
First Responders Critical Support Found
14916 Miami StreetOmahaNE68116263499345501(C)(3)$30,230General Support
Friedel Jewish Academy
335 S 132nd StreetOmahaNE68154051998366501(C)(3)$104,279General Support
Friends of Ohr Moshe Inc
c/o 3440 Hollywood Blvd 415HollywoodCA33021272682988501(C)(3)$7,000General Support
Girls Incorporated of Omaha
2811 North 45th StreetOmahaNE68104470562184501(C)(3)$9,000General Support
Hebrew Theological College
7135 N Carpenter RoadSkokieIL60077362167095501(C)(3)$25,000General Support
Inclusive Communities
6001 Dodge Street Community EngageOmahaNE681820968203290755501(C)(3)$7,200General Support
Iowa Law School Foundation
PO Box 4550Iowa CityIA522444550426074234501(C)(3)$100,000General Support
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004131624240501(C)(3)$17,500General Support
John Hancock Life Insurance
197 Clarendon StreetBostonMA02116010233346501(C)(3)$7,836General Support
MassMutual Financial Group
Box 371368PittsburghPA152507368041590850501(C)(3)$7,984General Support
Metro Community College Foundation
PO Box 3777OmahaNE68103470596504501(C)(3)$25,000General Support
Nebraska Coalition Lifesaving Cures
900 S 74th Plaza Suite 301OmahaNE68114470837287501(C)(3)$11,400General Support
Nebraska Cultural Endowment
1004 Farnam StreetOmahaNE68102470813703501(C)(3)$23,500General Support
Nebraska Humane Society
8929 Fort StreetOmahaNE68134470378997501(C)(3)$25,450General Support
Nebraska Jewish Historical Society
333 S 132nd StreetOmahaNE68154431271156501(C)(3)$49,702General Support
Nebraska Shakespeare Festival
2500 California PlazaOmahaNE68178470699092501(C)(3)$37,500General Support
Omaha Community Foundation
302 South 36th Street Suite 100OmahaNE68131470645958501(C)(3)$155,510General Support
Ohr Hatorah
c/o 38 Whitman StreetBergenfieldNJ07621061802924501(C)(3)$16,100General Support
Omaha Botanical Center
100 Bancroft StreetOmahaNE68108470659701501(C)(3)$6,050General Support
Omaha Chamber Music Society
7914 W Dodge Road 364OmahaNE68114470838822501(C)(3)$7,554General Support
Omaha Conservatory of Music
3504 S 108th StOmahaNE68144470384657501(C)(3)$120,468General Support
Omaha Performing Arts Society
1200 Douglas StreetOmahaNE68102470832480501(C)(3)$11,900General Support
Omaha Symphony Association
1605 Howard StreetOmahaNE68102476039304501(C)(3)$183,917General Support
Paws R Us Animal Shelter
22794 Lincoln RoadGretnaNE68028203341643501(C)(3)$15,000General Support
Planned Parenthood of Heartland
PO Box 4557Des MoinesIA503054557420727488501(C)(3)$28,750General Support
Project Harmony
11949 Q StreetOmahaNE68137470789054501(C)(3)$6,950General Support
RESPECT2
820 South 75th StreetOmahaNE68114201469255501(C)(3)$6,000General Support
Rose Performing Arts Center
2001 Farnam StreetOmahaNE68102363964320501(C)(3)$8,250General Support
Salvation Army
3612 Cuming StreetOmahaNE68131133485289501(C)(3)$22,950General Support
Santa Fe Chamber Music Festival
PO Box 2227Santa FeNM85704850224461501(C)(3)$12,000General Support
Santa Fe Opera
PO Box 2408Santa FeNM85704850131810501(C)(3)$270,000General Support
Segerstrom Center for the Arts
600 Town Center DriveCosta MesaCA92626237287150501(C)(3)$60,219General Support
State University of Iowa Foundation
Levitt Center 1 West Park RdIowa CityIA52244420796760501(C)(3)$11,750General Support
Temple Bat Yam
1011 Camelback StreetNewport BeachCA92660952875578501(C)(3)$17,500General Support
Temple Israel
13111 Sterling Ridge DriveOmahaNE68144470376590501(C)(3)$599,565General Support
The Partnership for Our Kids
1004 Farnam Street Suite 200OmahaNE68102470762798501(C)(3)$16,000General Support
Trustees of the University of Penn
3701 Locust WalkPhiladelphiaPA19104231352685501(C)(3)$11,200General Support
United Way of the Midlands
1805 Harney StreetOmahaNE68102470376605501(C)(3)$65,600General Support
University of La Verne
1950 Third StreetLa VerneCA91750951644026501(C)(3)$15,000General Support
University of Nebraska Foundation
2285 S 67th Street 200OmahaNE68106470379839501(C)(3)$224,150General Support
Wendy's Feline Friends
1228 Holly Vista DriveColonial BeachVA22443371470743501(C)(3)$15,000General Support
Womens Center for Advancement
222 S 29th StreetOmahaNE68131273205476501(C)(3)$5,968General Support
Wurtman Foundation Inc
60 Walnut Street 4th FloorWellesleyMA02481650881769501(C)(3)$25,000General Support
JEWISH FEDERATION OF OMAHA INC
333 S 132ND STREETOMAHANE68154470384569501(C)(3)$2,650,746GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org63Total501c3OrgCnt

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 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
Contribution45ContributionCnt
Noncash Contributions Rpt F990$2,449,467NoncashContributionsRptF990Amt
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 2TED FRIEDLAND AND PAUL EPSTEIN, BOARD MEMBERS, HAVE A BUSINESS RELATIONSHIP. JEFFREY SCHRAGER, BOARD MEMBER, IS THE NEPHEW OF HARLEY SCHRAGER, BOARD MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A:THE 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 A, LINE 8BTHERE IS NOT A COMMITTEE WITH THE ABILITY TO ACT ON BEHALF OF THE GOVERNING BODY. AS SUCH, THERE ARE NO COMMITTEE MEETINGS OR CONTEMPORANEOUS DOCUMENTATION OF SUCH MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE DIRECTOR OF FINANCE AND OPERATIONS. WHEN THE 990 HAS BEEN PREPARED, IT IS THEN REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS. COPIES OF THE RETURN ARE PROVIDED TO THE EXECUTIVE DIRECTOR AFTER THE DIRECTOR OF FINANCE AND OPERATIONS HAS REVIEWED THE RETURN. 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 12 CPERSONS 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 VI, SECTION B, LINE 15THIS 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 19JEWISH FEDERATION OF OMAHA FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND POLICIES ARE NOT AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, 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 24EPROGRAM MANAGEMENT & FUNDRAISING SERVICE EXP GENERAL EXP EXPENSES -------------- ------------- -------------- PROGRAM OPERATING COSTS 1,220 CREDIT CARD FEES - 430 345 -------------- ------------- -------------- TOTAL - 1,650 345

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 FacilitiesfalseSharingOfFacilitiesInd
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$2,650,746FMV
JEWISH FEDERATION OF OMAHA INC
C$1,050,351FMV
JEWISH FEDERATION OF OMAHA INC
P$535,136FMV

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