2016-04-08T08:11:58-05:00 2015-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2014-07-01 300507614 ACHARAI THE SHOSHANA S CARDIN LEADERSHIP DEVELOPMENT INSTITUTE ACHA 4108437579 5806 PARK HEIGHTS AVENUE BALTIMORE MD 21215 BETH GANSKY EXECUTIVE DIRECTOR 4108437579 2016-04-06 1 JULIA FLANNERY CPA P00928918 4102469300 2014 2016-08-17 19:52:53Z BETH GANSKY 5806 PARK HEIGHTS AVENUE BALTIMORE MD 21215 224993 0 X WWW.ACHARAI.ORG X 2007 MD THE ORGANIZATION'S MISSION IS TO EMPOWER JEWISH LEADERS TO BE MORE INFORMED, THOUGHTFUL AND EFFECTIVE LEADERS OF THEIR JEWISH ORGANIZATIONS AND COMMUNITY BY DEVELOPING LEADERSHIP COMPETENCIES THROUGH A JEWISH LENS. 20 20 2 40 0 0 169350 207610 11580 5453 0 0 402 -13172 181332 199891 0 0 0 0 119370 110232 0 0 5823 37973 90492 157343 200724 23989 -833 200002 184977 54219 27526 145783 157451 THE ORGANIZATION'S MISSION IS TO EMPOWER JEWISH LEADERS TO BE MORE INFORMED, THOUGHTFUL AND EFFECTIVE LEADERS OF THEIR JEWISH ORGANIZATIONS AND THE COMMUNITY BY DEVELOPNG LEADERSHIP COMPETENCIES THROUGH A JEWISH LENS. 0 0 159630 2573 THE ACHARAI FELLOWS PROGRAM IS AN INDEPENDENT, COMMUNITY-WIDE YEAR LONG PROGRAM CREATED TO CULTIVATE AND NURTURE THE HIGHEST CALIBER OF OUR COMMUNITY'S VOLUNTEER LEADERSHIP. THE PROGRAM, DESIGNED FOR THOSE ASSUMING TOP LEADERSHIP POSITIONS, COMBINES CONTEMPORARY LEADERSHIP TRAINING WITH EXPLORATION OF RICH JEWISH RESOURCES AND THE ETHICS OF LEADERSHIP. THERE WERE 20 PARTICIPANTS IN THE FELLOW PROGRAM. 7874 2880 THE PRESIDENTS' CIRCLES ARE SMALL GROUP FACILITATED SESSIONS DESIGNED FOR CURRENT PRESIDENTS. THESE MONTHLY SESSIONS PROVIDE AN OPPORTUNITY FOR CONFIDENTIAL PEER SUPPORT, EDUCATION ABOUT NON-PROFIT GOVERNANCE AND ISSUES, RESOURCE MATERIALS AND LEADERSHIP COACHING. EIGHT PEOPLE PARTICIPATED IN THE PRESIDENTS' CIRCLE, MET SIX TIMES THROUGHOUT THE YEAR. 6565 ALUMNI PROGRAMS HAVE THE DUAL PURPOSE OF PROVIDING CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES FOR THE GROWING POPULATION OF THE ACHARAI FELLOWS PROGRAM. OUR ULTIMATE GOAL IS TO LEVERAGE THEIR COLLECTIVE WISDOM, SKILL AND DEDICATION IN ORDER TO STRENGTHEN THE COMMUNITY. THERE WAS AN ALUMNI BRUNCH/PROGRAM OFFERED DURING THE YEAR AND 40 ALUMNI PARTICIPATED. 174069 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MD X BETH GANSKY 4108437497 5806 PARK HEIGHTS AVENUE BALTIMORE MD 21215 NANCY KOHN RABIN PRESIDENT 5.00 X X 0 0 0 ERIKA SCHON FIRST VICE PRESIDENT 1.50 X X 0 0 0 ARYEH GUTTENBERG VICE PRESIDENT 1.50 X X 0 0 0 BARRY I SCHLOSS TREASURER 1.50 X X 0 0 0 DAVID LIEBMAN SECRETARY 1.50 X X 0 0 0 PAMELA PLATT IMMEDIATE PAST PRESIDENT 1.50 X X 0 0 0 DEBORAH ADLER DIRECTOR 1.00 X 0 0 0 JULIE APPLEBAUM DIRECTOR 1.00 X 0 0 0 ROBERT CAHN DIRECTOR 1.00 X 0 0 0 GARY EIDELMAN DIRECTOR 1.00 X 0 0 0 AVI GREENLINGER DIRECTOR 1.00 X 0 0 0 DANIEL HIRSCHHORN DIRECTOR 1.00 X 0 0 0 MICHELE LAX DIRECTOR 1.00 X 0 0 0 ELLEN LIGHTMAN DIRECTOR 1.00 X 0 0 0 JOSHUA MAUER DIRECTOR 1.00 X 0 0 0 BRUCE SHOLK DIRECTOR 1.00 X 0 0 0 HERB SWEREN DIRECTOR 1.00 X 0 0 0 AVIVA WEISBORD DIRECTOR 1.00 X 0 0 0 WILLIAM YERMAN DIRECTOR 1.00 X 0 0 0 LOUISE ZIRRETTA DIRECTOR 1.00 X 0 0 0 DEBRA WEINBERG EXECUTIVE DIRECTOR 40.00 X 51216 0 1800 51216 0 1800 0 0 0 0 0 56172 151438 207610 PROGRAM REVENUE 541900 5453 5453 5453 10372 56172 25102 -14730 -14730 1558 1558 1558 199891 5453 0 -13172 56660 49263 4564 2833 43444 37800 3470 2174 351 335 16 2782 2515 128 139 6995 6295 350 350 6338 6338 3000 3000 1479 1362 117 6672 4939 1545 188 976 970 6 67558 66438 1120 PROGRAM EXPENSES 3928 3928 SUBSCRIPTIONS AND DUES 180 180 BAD DEBT EXPENSE 137 137 224 224 200724 174069 20832 5823 195006 176859 8118 1180 3816 200002 184977 38292 3927 12500 3427 23599 54219 27526 X 145783 121792 35659 145783 157451 200002 184977 -833 12501 0 X 1 X 0 1 0 X 143073 152809 179478 169350 207610 852320 10470 7500 43305 11580 5453 78308 153543 160309 222783 180930 213063 930628 12402 12402 0 12402 12402 918226 7897 325 402 1558 10182 161440 160309 223108 181332 214621 940810 0.97600 0.98580 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO THE ASSOCIATED 23599 23599 X 224993 0 224993 -25102 -25102 199891 225826 25102 25102 200724 0 200724 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT IT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR THE YEARS BEFORE 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE -25,102. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE 25,102. SCHEDULE D, PART XI AND XII THE RECONCILIATIONS ARE BASED ON REVIEWED FINANCIAL STATEMENTS NOT AUDITED STATEMENTS. CELEBRATE 10 66544 56172 10372 7541 17561 66544 56172 10372 7541 17561 25102 -14730 FORM 990, PART VI, SECTION B, LINE 11 THE FORM WILL BE EMAILED TO THE OFFICERS AND BOARD MEMBERS. IT WILL BE REVIEWED AND APPROVED AT THE BOARD MEETING FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY & DISCLOSURE STATEMENT SHALL BE FURNISHED ANNUALLY TO EACH TRUSTEE, OFFICER, COMMITTEE MEMBER, AND EMPLOYEE IN A POSITION TO INFLUENCE OR VOTE ON ACHARAI POLICY OR EXPENDITURES. WITH RESPECT TO ANY PROPOSED CONTRACT OR OTHER TRANSACTION BETWEEN ACHARAI AND ONE OR MORE KEY INDIVIDUALS, FAMILY MEMBERS, OR RELATED ENTITIES, WHICH IS CONSIDERED BY THE BOARD OF DIRECTORS, THE OFFICERS, OR ANY COMMITTEE OF ACHARAI FOR AUTHORIZATION, APPROVAL OR RATIFICATION, THE FOLLOWING RULES SHALL APPLY: 1. FULL DISCLOSURE, IN WRITING, OF THE RELATIONSHIP OR INTEREST SHALL BE MADE BY THE KEY INDIVIDUAL TO THE PRESIDENT AND TO THE CHAIRMAN OF ANY COMMITTEE ACTING ON THE CONTRACT OR TRANSACTION, PRIOR TO DISCUSSION OR ACTION ON SUCH CONTRACT TRANSACTION. STAFF MEMBERS SHALL DISCLOSE, IN WRITING, ANY POSSIBLE CONFLICT OF INTEREST FOR THEMSELVES OR THEIR IMMEDIATE FAMILIES TO THEIR SUPERVISOR; 2. THE CONTRACT OR TRANSACTION SHALL BE CONSIDERED PROPERLY AUTHORIZED, APPROVED OR RATIFIED ONLY IF THERE IS A FAVORABLE VOTE OF A MAJORITY OF ACHARAI TRUSTEES, OFFICERS OR COMMITTEE MEMBERS (WHICHEVER GROUP IS ACTING ON THE CONTRACT OR TRANSACTION) PRESENT AND VOTING AT SUCH MEETING. THE PERSON HAVING A CONFLICT SHALL VACATE THE ROOM IN WHICH THE MATTER IS BEING VOTED UPON AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER, OTHER THAN TO BE AVAILABLE TO PRESENT FACTUAL INFORMATION OR RESPOND TO QUESTIONS; 3. THE KEY INDIVIDUAL WHO HAS SUCH A RELATIONSHIP OR INTEREST SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR THE PURPOSE OF VOTING UPON THE CONTRACT OR TRANSACTION AT ANY MEETING; AND 4. THE MINUTES OF THE MEETING SHALL REFLECT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION OF THE KEY INDIVIDUAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).