JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-15
IRS object ID
201541359349301244
Schema version
2013v4.0
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)
Return2015-05-15T08:29:33-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11248 O STREET STE 1040AddressLine1
CityLINCOLNCity
StateNEState
ZIP Code685081461ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201123519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Omaha FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% JORDANA GLAZERInCareOfNm
Business Name ControlJEWIBusinessNameControlTxt
Phone4023346597PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 South 132nd StreetAddressLine1
Address Line2SuiteAddressLine2
CityOmahaCity
StateNEState
ZIP Code68154ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD N EPSTEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4023346597PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN TYNONPreparerPersonNm
PTINP01063388PTIN
Phone4023346597PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHoward N EpsteinPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 South 132nd StreetAddressLine1
CityOmahaCity
StateNEState
ZIP Code68154ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$9,077,542GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
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$20,486TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$10,791NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,248,973PYContributionsGrantsAmt
CY Contributions Grants$6,635,968CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,926,307PYInvestmentIncomeAmt
CY Investment Income$252,409CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,175,280PYTotalRevenueAmt
CY Total Revenue$6,888,377CYTotalRevenueAmt
PY Grants And Similar Paid$7,641,767PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,942,280CYGrantsAndSimilarPaidAmt
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$316,653CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$468,200CYTotalFundraisingExpenseAmt
PY Other Expenses$598,863PYOtherExpensesAmt
CY Other Expenses$167,707CYOtherExpensesAmt
PY Total Expenses$8,240,630PYTotalExpensesAmt
CY Total Expenses$6,426,640CYTotalExpensesAmt
PY Revenues Less Expenses$3,934,650PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$461,737CYRevenuesLessExpensesAmt
Total Assets BOY$71,603,755TotalAssetsBOYAmt
Total Assets EOY$81,215,931TotalAssetsEOYAmt
Total Liabilities BOY$7,146,789TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,579,024TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,456,966NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,636,907NetAssetsOrFundBalancesEOYAmt
MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,942,280ExpenseAmt
Grant$5,942,280GrantAmt
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$5,942,280TotalProgramServiceExpensesAmt
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 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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 STREETAddressLine1
CityOmahaCity
StateNEState
ZIP Code68154ZIPCode

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)
DONALD GOLDSTEIN
VICE PRESIDENT/SECRETARY1.00.0Yes (X)Yes (X)
STEVEN BLOCH
DIRECTOR1.00.0Yes (X)
PAUL EPSTEIN
DIRECTOR1.00.0Yes (X)
MICHAEL M ERMAN
DIRECTOR1.00.0Yes (X)
TED FRIEDLAND
DIRECTOR1.00.0Yes (X)
DAVID GILLINSKY
DIRECTOR1.00.0Yes (X)
GLORIA KASLOW
DIRECTOR1.00.0Yes (X)
JOSEPH KIRSHENBAUM
DIRECTOR1.00.0Yes (X)
JODY MALASHOCK
DIRECTOR1.00.0Yes (X)
MURRAY H NEWMAN
DIRECTOR1.00.0Yes (X)
STEVE NOGG
DIRECTOR1.00.0Yes (X)
ANDREW ROBINSON
TREASURER1.00.0Yes (X)Yes (X)
HARLEY D SCHRAGER
DIRECTOR1.00.0Yes (X)
TED M SELDIN
DIRECTOR1.00.0Yes (X)
FREDERICK J SIMON
DIRECTOR1.00.0Yes (X)
NORMAN VEITZER
DIRECTOR1.00.0Yes (X)
ADAM YALE
DIRECTOR1.00.0Yes (X)
HOWARD EPSTEIN
EXECUTIVE DIRECTOR40.00.0Yes (X)$0$123,966$181
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$123,966TotReportableCompRltdOrgAmt
Total Other Compensation$181TotalOtherCompensationAmt
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$519,974RelatedOrganizationsAmt
All Other Contributions$6,115,994AllOtherContributionsAmt
Noncash Contributions$3,597,678NoncashContributionsAmt
Total Contributions$6,635,968TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$200,209TotalRevenueColumnAmt
Unrelated Business Revenue$20,486UnrelatedBusinessRevenueAmt
Exclusion$179,723ExclusionAmt

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$2,241,365SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,189,165SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$52,200SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,200TotalRevenueColumnAmt
Exclusion$52,200ExclusionAmt

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$6,888,377TotalRevenueColumnAmt
Unrelated Business Revenue$20,486UnrelatedBusinessRevenueAmt
Exclusion$231,923ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,942,280TotalAmt
Program Services$5,942,280ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$282,421TotalAmt
Fundraising$282,421FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,419TotalAmt
Fundraising$12,419FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,813TotalAmt
Fundraising$21,813FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$435TotalAmt
Fundraising$435FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$78,138TotalAmt
Fundraising$78,138FundraisingAmt

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$16,160TotalAmt
Management And General$16,160ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,006TotalAmt
Fundraising$3,006FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,295TotalAmt
Fundraising$13,295FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,194TotalAmt
Fundraising$18,194FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$155TotalAmt
Fundraising$155FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,604TotalAmt
Fundraising$13,604FundraisingAmt

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$5,578TotalAmt
Fundraising$5,578FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
Program Operating Costs$3,859$3,859
Credit Card Fees$416$416
DONOR DEVELOPMENT$7,279$7,279
Miscellaneous Expenses$2,804$2,804

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,784TotalAmt
Fundraising$4,784FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,426,640TotalAmt
Program Services$5,942,280ProgramServicesAmt
Management And General$16,160ManagementAndGeneralAmt
Fundraising$468,200FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$462BOYAmt
EOY$990EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,447,589BOYAmt
EOY$2,615,103EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,260BOYAmt
EOY$2,384EOYAmt

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$9,902,718BOYAmt
EOY$9,198,547EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$56,902,750BOYAmt
EOY$67,046,461EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,339,426BOYAmt
EOY$2,350,000EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,550BOYAmt
EOY$2,446EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$71,603,755BOYAmt
EOY$81,215,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$64,000BOYAmt
EOY$0EOYAmt

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$6,804,354BOYAmt
EOY$7,346,695EOYAmt

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$278,435BOYAmt
EOY$232,329EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,146,789BOYAmt
EOY$7,579,024EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$44,920,925BOYAmt
EOY$54,100,866EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,456,966BOYAmt
EOY$73,636,907EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$71,603,755BOYAmt
EOY$81,215,931EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$461,737ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,718,204NetUnrlzdGainsLossesInvstAmt
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
CertificationYes (X)CertificationInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OMAHA INCBusinessNameLine1
FieldValueIRS element (for citing)
EIN470384659EIN
Organization Type07OrganizationTypeDesc
Governing Document ListedYes (true)GoverningDocumentListedInd
Supported Org NotifiedYes (true)SupportedOrgNotifiedInd
US OrganizedYes (true)USOrganizedInd
Support$2,403,169SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,403,169SupportSumAmt

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 Held167DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$5,675,578DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$4,812,858DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$23,190,083DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,677,918BeginningYearBalanceAmt
Contributions$501,900ContributionsAmt
Investment Earnings Or Losses$1,096,120InvestmentEarningsOrLossesAmt
Grants Or Scholarships$601,278GrantsOrScholarshipsAmt
Administrative Expenses$5,558AdministrativeExpensesAmt
End Year Balance$14,669,102EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16310BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64690PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19000TermEndowmentBalanceEOYPct
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 (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INTERESTS$2,233,526F
OTHER SECURITIES$242,941F
CHICAGO PEP INT$58,255,425F
POOL, LLP$6,314,569F
FieldValueIRS element (for citing)
Total Book Value Securities$67,046,461TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO JEWISH FEDERATION OF OMAHADesc
Amt$232,329Amt
FieldValueIRS element (for citing)
Total Liability$232,329TotalLiabilityAmt
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 ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740).

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (60 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Anti Defamation League
605 3rd AveNew YorkNY10158131818723501(C)(3)$45,305General Support
Ballet Nebraska
PO Box 6413OmahaNE68106271093011501(C)(3)$20,000General Support
Bard College
Campus Road PO Box 5000AnnadaleNY125045000141713034501(C)(3)$10,000General Support
Barrow Neurological Foundation
350 West Thomas RoadPhoenixAZ85012860174371501(C)(3)$250,000General Support
Bemis Center for Contemporary Arts
724 S 12th StreetOmahaNE68102470653927501(C)(3)$26,984General Support
Beth El Synagogue
14506 California StreetOmahaNE68154470388140501(C)(3)$128,886General Support
Beth Israel Synagogue
12604 Pacific StreetOmahaNE68154470388010501(C)(3)$15,627General Support
Big Brothers Big Sisters Midlands
4902 Hamilton StreetOmahaNE68135470466144501(C)(3)$8,000General Support
Blue Barn Theatre
614 South 11th StreetOmahaNE68102470742394501(C)(3)$12,600General Support
Bnai Brith Henry Monsky Lodge
333 S 132nd StreetOmahaNE68154530209632501(C)(3)$28,396General 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)$10,000General Support
Central High School Foundation
1823 Harney Street Suite 203OmahaNE68102911771983501(C)(3)$54,600General Support
Chabad Lubavitch of Nebraska
1866 S 120th StreetOmahaNE68144363552582501(C)(3)$78,243General Support
Creighton University
2500 California PlazaOmahaNE68178470376583501(C)(3)$12,250General Support
Film Streams
PO Box 8485OmahaNE68108202549448501(C)(3)$6,000General Support
First Responders Critical Support Found
14916 Miami StreetOmahaNE68116263499345501(C)(3)$28,300General Support
Food Bank for the Heartland
10525 J StreetOmahaNE68127470637701501(C)(3)$6,400General Support
Fraxa Research Foundation
45 Pleasant StreetNewburyportMA01950043222167501(C)(3)$21,000General Support
Friedel Jewish Academy
335 S 132nd StreetOmahaNE68154051998366501(C)(3)$142,811General Support
Girls Incorporated of Omaha
2811 North 45th StreetOmahaNE68104470562184501(C)(3)$8,100General Support
Hebrew Theological College
7135 N Carpenter RoadSkokieIL60077362167095501(C)(3)$50,000General Support
Inclusive Communities
6001 Dodge Street Community EngageOmahaNE681820968203290755501(C)(3)$6,250General Support
Iowa Law School Foundation
PO Box 4550Iowa CityIA522444550426074234501(C)(3)$100,000General Support
Jewish Agency for Israel
633 3rd Avenue 21st FloorNew YorkNY10017230053483501(C)(3)$16,000General Support
John Hancock Life Insurance
197 Clarendon StreetBostonMA02116010233346501(C)(3)$7,836General Support
Joseph & Betty Harlam Camp
1511 Walnut Street Suite 401PhiladelphiaPA19102236050581501(C)(3)$20,000General Support
Joslyn Art Museum
2200 Dodge StreetOmahaNE68102470384577501(C)(3)$6,000General Support
Yeshiva Keren Orah
1339 52nd StreetBrooklynNY11219237098648501(C)(3)$6,000General Support
KIOS
3230 Burt StreetOmahaNE68131470734252501(C)(3)$5,750General Support
MassMutual Financial Group
Box 371368PittsburghPA152507368041590850501(C)(3)$7,984General Support
Metro Community College Foundation
PO Box 3777OmahaNE68103470596504501(C)(3)$22,000General Support
Nebraska Coalition Lifesaving Cures
900 S 74th Plaza Suite 301OmahaNE68114470837287501(C)(3)$11,300General Support
Nebraska Cultural Endowment
1004 Farnam StreetOmahaNE68102470813703501(C)(3)$23,500General Support
Nebraska Jewish Historical Society
333 S 132nd StreetOmahaNE68154431271156501(C)(3)$38,823General Support
Nebraska Shakespeare Festival
2500 California PlazaOmahaNE68178470699092501(C)(3)$47,500General Support
Omaha Botanical Center
100 Bancroft StreetOmahaNE68108470659701501(C)(3)$5,550General Support
Omaha Chamber Music Society
7914 W Dodge Road 364OmahaNE68114470838822501(C)(3)$5,634General Support
Omaha Conservatory of Music
3504 S 108th StOmahaNE68144470384657501(C)(3)$24,368General Support
Omaha Performing Arts Society
1200 Douglas StreetOmahaNE68102470832480501(C)(3)$22,300General Support
Omaha Public Library Foundation
215 South 15th StreetOmahaNE68102363411575501(C)(3)$16,100General Support
Omaha Symphony Association
1605 Howard StreetOmahaNE68102476039304501(C)(3)$208,967General Support
Performing Arts From the Heart
19 West DriveLarchmontNY10538204476299501(C)(3)$12,000General Support
Planned Parenthood of Heartland
PO Box 4557Des MoinesIA503054557470391517501(C)(3)$40,125General Support
Project Harmony
11949 Q StreetOmahaNE68137470789054501(C)(3)$7,400General Support
RESPECT2
820 South 75th StreetOmahaNE68114201469255501(C)(3)$7,000General Support
Rose Performing Arts Center
2001 Farnam StreetOmahaNE68102363964320501(C)(3)$9,300General Support
Santa Fe Chamber Music Festival
PO Box 2227Santa FeNM85704850224461501(C)(3)$13,600General Support
Santa Fe Opera
PO Box 2408Santa FeNM85704850131810501(C)(3)$55,000General Support
Score Foundation
200 W Santa Ana Blvd 700Santa AnaCA92701521962712501(C)(3)$10,000General Support
Segerstrom Center for the Arts
600 Town Center DriveCosta MesaCA92626237287150501(C)(3)$25,000General Support
Southern Poverty Law Center
400 Washington Avenue PO Box 653MontgomeryAL361777459630598743501(C)(3)$8,325General Support
Temple Israel
13111 Sterling Ridge DriveOmahaNE68144470376590501(C)(3)$995,143General Support
The Partnership for Our Kids
1004 Farnam Street Suite 200OmahaNE68102470762798501(C)(3)$16,350General Support
Trustees of the University of Penn
3701 Locust WalkPhiladelphiaPA19104231352685501(C)(3)$6,200General Support
United Way of the Midlands
1805 Harney StreetOmahaNE68102470376605501(C)(3)$56,650General Support
University of Miami
1320 S Dixie HwyCoral GablesFL33146590624458501(C)(3)$10,000General Support
University of Nebraska at Omaha
6001 West Dodge RoadOmahaNE68182470049123501(C)(3)$6,386General Support
University of Nebraska Foundation
2285 S 67th Street 200OmahaNE68106470379839501(C)(3)$297,300General Support
JEWISH FEDERATION OF OMAHA INC
333 S 132ND STREETOMAHANE68154470384569501(C)(3)$2,403,169GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org60Total501c3OrgCnt

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
Contribution52ContributionCnt
Noncash Contributions Rpt F990$3,597,678NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE HIGH/LOW BALMethodOfDeterminingRevenuesTxt
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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TED FRIEDLAND AND PAUL EPSTEIN, BOARD MEMBERS, HAVE A BUSINESS RELATIONSHIP.
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 RECORDKEEPING. 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 RECORKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled 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 (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
JEWISH FEDERATION OF OMAHA INC
B$2,403,169FMV
JEWISH FEDERATION OF OMAHA INC
C$443,599FMV
PARDES FOUNDATION
C$76,375FMV
JEWISH FEDERATION OF OMAHA INC
P$463,925FMV

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