2015-05-15T08:29:33-05:00 2014-06-30 BKD LLP 1248 O STREET STE 1040 LINCOLN NE 685081461 990 2013-07-01 201123519 Jewish Federation of Omaha Foundation % JORDANA GLAZER JEWI 4023346597 333 South 132nd Street Suite Omaha NE 68154 HOWARD N EPSTEIN EXECUTIVE DIRECTOR 4023346597 2015-05-15 true KRISTIN TYNON P01063388 4023346597 2013 2016-04-25 22:37:26Z Howard N Epstein 333 South 132nd Street Omaha NE 68154 9077542 false X N/A X 2004 NE TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA. 18 18 0 18 20486 10791 9248973 6635968 0 0 2926307 252409 0 0 12175280 6888377 7641767 5942280 0 0 0 316653 0 0 468200 598863 167707 8240630 6426640 3934650 461737 71603755 81215931 7146789 7579024 64456966 73636907 TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA. false false 5942280 5942280 JEWISH 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. 5942280 true true false false false true false false true true false true false false true true false true false false false false false false false false false true false false false false false false false false false false true false false false false true false false false true 0 0 0 true true false false false false false false false false false false false false X 18 18 true false false false false true false true false false false true true true true true true true true false X JORDANA GLAZER 4023346597 333 SOUTH 132ND STREET Omaha NE 68154 CARL RIEKES PRESIDENT 1.0 0.0 X X DONALD GOLDSTEIN VICE PRESIDENT/SECRETARY 1.0 0.0 X X STEVEN BLOCH DIRECTOR 1.0 0.0 X PAUL EPSTEIN DIRECTOR 1.0 0.0 X MICHAEL M ERMAN DIRECTOR 1.0 0.0 X TED FRIEDLAND DIRECTOR 1.0 0.0 X DAVID GILLINSKY DIRECTOR 1.0 0.0 X GLORIA KASLOW DIRECTOR 1.0 0.0 X JOSEPH KIRSHENBAUM DIRECTOR 1.0 0.0 X JODY MALASHOCK DIRECTOR 1.0 0.0 X MURRAY H NEWMAN DIRECTOR 1.0 0.0 X STEVE NOGG DIRECTOR 1.0 0.0 X ANDREW ROBINSON TREASURER 1.0 0.0 X X HARLEY D SCHRAGER DIRECTOR 1.0 0.0 X TED M SELDIN DIRECTOR 1.0 0.0 X FREDERICK J SIMON DIRECTOR 1.0 0.0 X NORMAN VEITZER DIRECTOR 1.0 0.0 X ADAM YALE DIRECTOR 1.0 0.0 X HOWARD EPSTEIN EXECUTIVE DIRECTOR 40.0 0.0 X 0 123966 181 0 123966 181 1 false false false 0 519974 6115994 3597678 6635968 0 200209 20486 179723 0 0 0 0 0 2241365 2189165 52200 52200 52200 0 0 0 0 6888377 20486 231923 5942280 5942280 0 0 0 0 0 282421 282421 0 12419 12419 21813 21813 0 435 435 78138 78138 0 0 16160 16160 0 3006 3006 13295 13295 0 0 18194 18194 155 155 0 13604 13604 0 0 0 5578 5578 Program Operating Costs 3859 3859 Credit Card Fees 416 416 DONOR DEVELOPMENT 7279 7279 Miscellaneous Expenses 2804 2804 4784 4784 6426640 5942280 16160 468200 462 990 1447589 2615103 0 0 7260 2384 0 0 0 0 0 0 0 0 0 0 0 9902718 9198547 56902750 67046461 3339426 2350000 0 0 3550 2446 71603755 81215931 64000 0 0 0 0 0 0 0 6804354 7346695 0 0 0 0 0 0 278435 232329 7146789 7579024 X 44920925 54100866 4197369 4197369 15338672 15338672 64456966 73636907 71603755 81215931 461737 8718204 X X false true X true false X X X false false false JEWISH FEDERATION OF OMAHA INC 470384659 07 true true true 2403169 1 2403169 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167 5675578 4812858 23190083 true true false true X 19067285 479733 2655615 561896 21640737 18248947 432930 1361188 943920 31860 19067285 16455304 2148920 257699 608546 4430 18248947 14669102 438736 1941330 591243 2621 16455304 13677918 501900 1096120 601278 5558 14669102 0.16310 0.64690 0.19000 false false INTERESTS 2233526 F OTHER SECURITIES 242941 F CHICAGO PEP INT 58255425 F POOL, LLP 6314569 F 67046461 0 DUE TO JEWISH FEDERATION OF OMAHA 232329 232329 X PART IV, LINE 2B THE 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 4 ENDOWMENT 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 2 THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740). true Anti Defamation League 605 3rd Ave New York NY 10158 131818723 501(C)(3) 45305 General Support Ballet Nebraska PO Box 6413 Omaha NE 68106 271093011 501(C)(3) 20000 General Support Bard College Campus Road PO Box 5000 Annadale NY 125045000 141713034 501(C)(3) 10000 General Support Barrow Neurological Foundation 350 West Thomas Road Phoenix AZ 85012 860174371 501(C)(3) 250000 General Support Bemis Center for Contemporary Arts 724 S 12th Street Omaha NE 68102 470653927 501(C)(3) 26984 General Support Beth El Synagogue 14506 California Street Omaha NE 68154 470388140 501(C)(3) 128886 General Support Beth Israel Synagogue 12604 Pacific Street Omaha NE 68154 470388010 501(C)(3) 15627 General Support Big Brothers Big Sisters Midlands 4902 Hamilton Street Omaha NE 68135 470466144 501(C)(3) 8000 General Support Blue Barn Theatre 614 South 11th Street Omaha NE 68102 470742394 501(C)(3) 12600 General Support Bnai Brith Henry Monsky Lodge 333 S 132nd Street Omaha NE 68154 530209632 501(C)(3) 28396 General Support Brigit Saint Brigit Theatre Company 614 S 11th Street Omaha NE 68102 470772596 501(C)(3) 10000 General Support Central Fund of Israel 23-98 Bayswater Ave Far Rockaway NY 11691 132992985 501(C)(3) 10000 General Support Central High School Foundation 1823 Harney Street Suite 203 Omaha NE 68102 911771983 501(C)(3) 54600 General Support Chabad Lubavitch of Nebraska 1866 S 120th Street Omaha NE 68144 363552582 501(C)(3) 78243 General Support Creighton University 2500 California Plaza Omaha NE 68178 470376583 501(C)(3) 12250 General Support Film Streams PO Box 8485 Omaha NE 68108 202549448 501(C)(3) 6000 General Support First Responders Critical Support Found 14916 Miami Street Omaha NE 68116 263499345 501(C)(3) 28300 General Support Food Bank for the Heartland 10525 J Street Omaha NE 68127 470637701 501(C)(3) 6400 General Support Fraxa Research Foundation 45 Pleasant Street Newburyport MA 01950 043222167 501(C)(3) 21000 General Support Friedel Jewish Academy 335 S 132nd Street Omaha NE 68154 051998366 501(C)(3) 142811 General Support Girls Incorporated of Omaha 2811 North 45th Street Omaha NE 68104 470562184 501(C)(3) 8100 General Support Hebrew Theological College 7135 N Carpenter Road Skokie IL 60077 362167095 501(C)(3) 50000 General Support Inclusive Communities 6001 Dodge Street Community Engage Omaha NE 681820968 203290755 501(C)(3) 6250 General Support Iowa Law School Foundation PO Box 4550 Iowa City IA 522444550 426074234 501(C)(3) 100000 General Support Jewish Agency for Israel 633 3rd Avenue 21st Floor New York NY 10017 230053483 501(C)(3) 16000 General Support John Hancock Life Insurance 197 Clarendon Street Boston MA 02116 010233346 501(C)(3) 7836 General Support Joseph & Betty Harlam Camp 1511 Walnut Street Suite 401 Philadelphia PA 19102 236050581 501(C)(3) 20000 General Support Joslyn Art Museum 2200 Dodge Street Omaha NE 68102 470384577 501(C)(3) 6000 General Support Yeshiva Keren Orah 1339 52nd Street Brooklyn NY 11219 237098648 501(C)(3) 6000 General Support KIOS 3230 Burt Street Omaha NE 68131 470734252 501(C)(3) 5750 General Support MassMutual Financial Group Box 371368 Pittsburgh PA 152507368 041590850 501(C)(3) 7984 General Support Metro Community College Foundation PO Box 3777 Omaha NE 68103 470596504 501(C)(3) 22000 General Support Nebraska Coalition Lifesaving Cures 900 S 74th Plaza Suite 301 Omaha NE 68114 470837287 501(C)(3) 11300 General Support Nebraska Cultural Endowment 1004 Farnam Street Omaha NE 68102 470813703 501(C)(3) 23500 General Support Nebraska Jewish Historical Society 333 S 132nd Street Omaha NE 68154 431271156 501(C)(3) 38823 General Support Nebraska Shakespeare Festival 2500 California Plaza Omaha NE 68178 470699092 501(C)(3) 47500 General Support Omaha Botanical Center 100 Bancroft Street Omaha NE 68108 470659701 501(C)(3) 5550 General Support Omaha Chamber Music Society 7914 W Dodge Road 364 Omaha NE 68114 470838822 501(C)(3) 5634 General Support Omaha Conservatory of Music 3504 S 108th St Omaha NE 68144 470384657 501(C)(3) 24368 General Support Omaha Performing Arts Society 1200 Douglas Street Omaha NE 68102 470832480 501(C)(3) 22300 General Support Omaha Public Library Foundation 215 South 15th Street Omaha NE 68102 363411575 501(C)(3) 16100 General Support Omaha Symphony Association 1605 Howard Street Omaha NE 68102 476039304 501(C)(3) 208967 General Support Performing Arts From the Heart 19 West Drive Larchmont NY 10538 204476299 501(C)(3) 12000 General Support Planned Parenthood of Heartland PO Box 4557 Des Moines IA 503054557 470391517 501(C)(3) 40125 General Support Project Harmony 11949 Q Street Omaha NE 68137 470789054 501(C)(3) 7400 General Support RESPECT2 820 South 75th Street Omaha NE 68114 201469255 501(C)(3) 7000 General Support Rose Performing Arts Center 2001 Farnam Street Omaha NE 68102 363964320 501(C)(3) 9300 General Support Santa Fe Chamber Music Festival PO Box 2227 Santa Fe NM 85704 850224461 501(C)(3) 13600 General Support Santa Fe Opera PO Box 2408 Santa Fe NM 85704 850131810 501(C)(3) 55000 General Support Score Foundation 200 W Santa Ana Blvd 700 Santa Ana CA 92701 521962712 501(C)(3) 10000 General Support Segerstrom Center for the Arts 600 Town Center Drive Costa Mesa CA 92626 237287150 501(C)(3) 25000 General Support Southern Poverty Law Center 400 Washington Avenue PO Box 653 Montgomery AL 361777459 630598743 501(C)(3) 8325 General Support Temple Israel 13111 Sterling Ridge Drive Omaha NE 68144 470376590 501(C)(3) 995143 General Support The Partnership for Our Kids 1004 Farnam Street Suite 200 Omaha NE 68102 470762798 501(C)(3) 16350 General Support Trustees of the University of Penn 3701 Locust Walk Philadelphia PA 19104 231352685 501(C)(3) 6200 General Support United Way of the Midlands 1805 Harney Street Omaha NE 68102 470376605 501(C)(3) 56650 General Support University of Miami 1320 S Dixie Hwy Coral Gables FL 33146 590624458 501(C)(3) 10000 General Support University of Nebraska at Omaha 6001 West Dodge Road Omaha NE 68182 470049123 501(C)(3) 6386 General Support University of Nebraska Foundation 2285 S 67th Street 200 Omaha NE 68106 470379839 501(C)(3) 297300 General Support JEWISH FEDERATION OF OMAHA INC 333 S 132ND STREET OMAHA NE 68154 470384569 501(C)(3) 2403169 GENERAL SUPPORT 60 SCHEDULE I, PART I, LINE 2 GRANTS 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. X 52 3597678 AVERAGE HIGH/LOW BAL false true false FORM 990, PART VI, SECTION A, LINE 2 TED 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 8B THERE 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 11 THE 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 C PERSONS 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 15 THIS 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 19 JEWISH 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 2C THE 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. JEWISH FEDERATION OF OMAHA INC 333 S 132ND STREET OMAHA NE 68154 470384659 SOCIAL SERVIC NE 501(C)(3) 7 NA false PARDES FOUNDATION 333 S 132ND STREET OMAHA NE 68154 470824776 MANAGE PPTY NE 501(C)(3) 11A JEWISH FED false false true true false false false false false false false false false false false false true false false false JEWISH FEDERATION OF OMAHA INC B 2403169 FMV JEWISH FEDERATION OF OMAHA INC C 443599 FMV PARDES FOUNDATION C 76375 FMV JEWISH FEDERATION OF OMAHA INC P 463925 FMV