ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC (EIN 52-0607957)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-07
- IRS object ID
- 201430669349300603
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-07T08:26:33-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520607957 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATED JEWISH COMMUNITY | BusinessNameLine1 |
| Business Name Line2 | FEDERATION OF BALTIMORE INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSO | NameControl |
| Phone | 4107274828 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W MOUNT ROYAL AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK SMOLARZ | Name |
| Title | COO/CFO | Title |
| Phone | 4107274828 | Phone |
| Date Signed | 2014-02-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIA FLANNERY CPA | Name |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARC TERRILL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W MOUNT ROYAL AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43417004 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASSOCIATED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY, LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 153 | TotalNbrEmployees |
| Total Nbr Volunteers | 7500 | TotalNbrVolunteers |
| Total Gross UBI | 340734 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 96709 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 42947080 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39911912 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3109330 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2921683 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 253389 | InvestmentIncomePriorYear |
| Investment Income Current Year | 229874 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 189611 | OtherRevenuePriorYear |
| Other Revenue Current Year | 353535 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46499410 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43417004 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 28642768 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27126876 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10011401 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10309769 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 16508 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 9563 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3046089 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5927350 | OtherExpensePriorYear |
| Other Expenses Current Year | 6546530 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44598027 | TotalExpensesPriorYear |
| Total Expenses Current Year | 43992738 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1901383 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -575734 | RevenuesLessExpensesCY |
| Total Assets BOY | 32736189 | TotalAssetsBOY |
| Total Assets EOY | 33007927 | TotalAssetsEOY |
| Total Liabilities BOY | 15015606 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15863078 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17720583 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17144849 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY, LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37754537 | Expense |
| Grants | 27126876 | Grants |
| Revenue | 2899941 | Revenue |
| Description | THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD. THE ASSOCIATED ALLOCATES FUNDS TO ORGANIZATIONS WHO PERFORM VARIOUS SERVICES FOR THE BENEFIT OF THE JEWISH COMMUNITY (I.E. HEALTH, INSTITUTIONAL, FAMILY, EDUCATIONAL AND CULTURAL SERVICES). | Description |
| Total Program Service Expense | 37754537 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 155 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 153 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK SMOLARZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4107274828 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W MOUNT ROYAL AVE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| HOWARD FRIEDMAN | |||||||||
| CHAIR | 6.00 | 4.50 | X | X | 0 | 0 | 0 | ||
| MARK NEUMANN | |||||||||
| CHAIR-ELECT | 3.00 | X | X | 0 | 0 | 0 | |||
| NANCY HACKERMAN | |||||||||
| SECRETARY | 2.00 | 4.50 | X | X | 0 | 0 | 0 | ||
| PHILIP E SACHS | |||||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |||
| ROBERT C RUSSEL | |||||||||
| CHAIR, AUDIT | 2.00 | 3.50 | X | 0 | 0 | 0 | |||
| LAWRENCE M MACKS | |||||||||
| PRESIDENT, AJC | 2.00 | 5.50 | X | 0 | 0 | 0 | |||
| JIMMY BERG | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| LAURA BLACK | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| MELISSA F CORDISH | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| ROSALEE C DAVISON | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| JUDITH FADER | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| GENINE MACKS FIDLER | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| KATHY FRIED | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| BETH GOLDSMITH | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| DANIEL HIRSCHHORN | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| LINDA A HURWITZ | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| RINA JANET | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| MICHAEL KLEIN | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| ANN N LIBOV | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| ELLEN MACKS | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| ALLISON J MAGAT | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| ROBIN MILLER | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| YEHUDA NEUBERGER | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| PJ PEARLSTONE | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| TAMARA S PLANT | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| NANCY KOHN RABIN | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| TERRY RUBENSTEIN | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| BRUCE SHOLK | |||||||||
| DIRECTOR | 1.50 | 3.00 | X | 0 | 0 | 0 | |||
| LOUIS THALHEIMER | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| DEBRA S WEINBERG | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| GLENN WEINBERG | |||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||||
| MARC B TERRILL | |||||||||
| PRESIDENT | 40.00 | 11.50 | X | 545480 | 0 | 38019 | |||
| MARK SMOLARZ | |||||||||
| COO/CFO | 40.00 | X | 190453 | 0 | 25496 | ||||
| MICHAEL FRIEDMAN | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 187811 | 0 | 9204 | X | ||||
| ABE WASSERBERGER | |||||||||
| VP RESOURCE DEVELOPMENT | 40.00 | 248972 | 0 | 12123 | X | ||||
| MICHAEL HOFFMAN | |||||||||
| SR. V.P. - COMMUNITY PLANN | 40.00 | 116085 | 0 | 31291 | X | ||||
| BEN GERSHOWITZ | |||||||||
| VP FACILITIES | 40.00 | 112611 | 0 | 30581 | X | ||||
| LESLIE POMERANTZ | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 133086 | 0 | 3306 | X | ||||
| DARRELL FRIEDMAN | |||||||||
| FORMER OFFICER | 0.00 | 136495 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1670993 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 150020 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| JACOB SHAVIT LTD | |||||||||
| YEHUDA HAYAMIT 71A SUITE 16 | JAFFA | IS | 6803519 | TRAVEL EXPENSES | 252000 | ||||
| FIELD TRAVEL | |||||||||
| TRAVEL EXPENSES | 221816 | 295 MADISON AVE STE 1805 | NEW YORK | NY | 10017 | ||||
| MCGLADREY LLP | |||||||||
| AUDITING & ACCT. SERVICES | 215166 | 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | ||||
| MOUNT ROYAL PRINTING COMPANY | |||||||||
| PRINTING SERVICES | 128563 | 6310 BLAIR HILL LANE | BALTIMORE | MD | 21209 | ||||
| ADVANCE BUSINESS SYSTEMS | |||||||||
| COPIER SERVICES | 124552 | PO BOX 759319 | BALTIMORE | MD | 21275 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 27282886 | FederatedCampaigns |
| Related Organizations | 8528728 | RelatedOrganizations |
| Government Grants | 277896 | GovernmentGrants |
| All Other Contributions | 3822402 | AllOtherContributions |
| Noncash Contributions | 1912512 | NoncashContributions |
| Total Contributions | 39911912 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ENDOWMENT FEE INCOME | 900099 | 2494290 | 2153556 | 340734 |
| OPERATING PROGRAMS | 900099 | 427393 | 427393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2921683 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 229874 | TotalRevenueColumn |
| Exclusion | $229,874 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34543 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34543 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34543 | TotalRevenueColumn |
| Exclusion | $34,543 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 318992 | TotalRevenueColumn |
| Related Or Exempt Function Income | 318992 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 318992 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43417004 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2899941 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 340734 | UnrelatedBusinessRevenue |
| Exclusion | $264,417 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27087705 | Total |
| Program Services | 27087705 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39171 | Total |
| Program Services | 39171 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817133 | Total |
| Program Services | 518422 | ProgramServices |
| Management And General | 298711 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7675771 | Total |
| Program Services | 5333157 | ProgramServices |
| Management And General | 797955 | ManagementAndGeneral |
| Fundraising | 1544659 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1214956 | Total |
| Program Services | 837100 | ProgramServices |
| Management And General | 156884 | ManagementAndGeneral |
| Fundraising | 220972 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601909 | Total |
| Program Services | 414713 | ProgramServices |
| Management And General | 77723 | ManagementAndGeneral |
| Fundraising | 109473 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51277 | Total |
| Program Services | 13024 | ProgramServices |
| Management And General | 38253 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59207 | Total |
| Management And General | 59207 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9563 | Total |
| Fundraising | 9563 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243026 | Total |
| Program Services | 32744 | ProgramServices |
| Management And General | 141636 | ManagementAndGeneral |
| Fundraising | 68646 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368116 | Total |
| Program Services | 60396 | ProgramServices |
| Management And General | 7617 | ManagementAndGeneral |
| Fundraising | 300103 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402618 | Total |
| Program Services | 79258 | ProgramServices |
| Management And General | 249998 | ManagementAndGeneral |
| Fundraising | 73362 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59708 | Total |
| Program Services | 8854 | ProgramServices |
| Management And General | 50719 | ManagementAndGeneral |
| Fundraising | 135 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2079586 | Total |
| Program Services | 859875 | ProgramServices |
| Management And General | 1180925 | ManagementAndGeneral |
| Fundraising | 38786 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136808 | Total |
| Program Services | 48299 | ProgramServices |
| Management And General | 60836 | ManagementAndGeneral |
| Fundraising | 27673 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176516 | Total |
| Program Services | 48455 | ProgramServices |
| Management And General | 110874 | ManagementAndGeneral |
| Fundraising | 17187 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125860 | Total |
| Program Services | 125860 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135792 | Total |
| Program Services | 21285 | ProgramServices |
| Management And General | 114507 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM SERVICE EXPENSE | 1764363 | 1170397 | 3976 | 589990 |
| ALLOWANCE FOR UNCOLLECT | 608484 | 788484 | -180000 | |
| MISCELLANEOUS EXPENSES | 320959 | 267338 | 8081 | 45540 |
| UNRELATED BUSINESS INCO | 14210 | 14210 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43992738 | Total |
| Program Services | 37754537 | ProgramServices |
| Management And General | 3192112 | ManagementAndGeneral |
| Fundraising | 3046089 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229932 | BOY |
| EOY | 2126883 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20712991 | BOY |
| EOY | 18579510 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144197 | BOY |
| EOY | 1011280 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125000 | BOY |
| EOY | 62500 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 619224 | BOY |
| EOY | 539031 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2491 | BOY |
| EOY | 2674 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188805 | BOY |
| EOY | 157589 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8552593 | BOY |
| EOY | 9719939 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1160956 | BOY |
| EOY | 808521 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32736189 | BOY |
| EOY | 33007927 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3856781 | BOY |
| EOY | 5764944 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329407 | BOY |
| EOY | 367285 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352775 | BOY |
| EOY | 156046 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4550 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10074317 | BOY |
| EOY | 9002300 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402326 | BOY |
| EOY | 567953 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15015606 | BOY |
| EOY | 15863078 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2518660 | BOY |
| EOY | -2430647 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20239243 | BOY |
| EOY | 19575496 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17720583 | BOY |
| EOY | 17144849 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32736189 | BOY |
| EOY | 33007927 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -575734 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40429986 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39668282 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39543640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42947080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39911912 | CurrentTaxYear |
| Total | 202500900 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40429986 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39668282 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39543640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42947080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39911912 | CurrentTaxYear |
| Total | 202500900 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 16027216 | AmountsSubstContributorsTotal |
| Public Support Total170 | 186473684 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 522741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 364156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 302762 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 262689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 264417 | CurrentTaxYear |
| Total | 1716765 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11238 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14210 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21131 | CurrentTaxYear |
| Total | 49974 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 204267639 | TotalSupport |
| Gross Receipts From Admissions Etc | 14071455 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90470 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 167725000 | BeginningOfYearBalance |
| Contributions | 21086000 | Contributions |
| Investment Earnings Or Losses | 22343000 | InvestmentEarningsOrLosses |
| Other Expenditures | 17813000 | OtherExpenditures |
| End Of Year Balance | 193341000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 173840000 | BeginningOfYearBalance |
| Contributions | 15268000 | Contributions |
| Investment Earnings Or Losses | -4072000 | InvestmentEarningsOrLosses |
| Other Expenditures | 17311000 | OtherExpenditures |
| End Of Year Balance | 167725000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135835000 | BeginningOfYearBalance |
| Contributions | 21526000 | Contributions |
| Investment Earnings Or Losses | 32236000 | InvestmentEarningsOrLosses |
| Other Expenditures | 15757000 | OtherExpenditures |
| End Of Year Balance | 173840000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 121685000 | BeginningOfYearBalance |
| Contributions | 13180000 | Contributions |
| Investment Earnings Or Losses | 17013000 | InvestmentEarningsOrLosses |
| Other Expenditures | 16043000 | OtherExpenditures |
| End Of Year Balance | 135835000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 158935000 | BeginningOfYearBalance |
| Contributions | 8400000 | Contributions |
| Investment Earnings Or Losses | -31013000 | InvestmentEarningsOrLosses |
| Other Expenditures | 14637000 | OtherExpenditures |
| End Of Year Balance | 121685000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.70670 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02150 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.27180 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LIABILITIES | Description |
| Amount | $567,953 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 567953 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 105681429 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 62264425 | OtherRevenues |
| Revenue Not Rptd F990 | 62264425 | RevenueNotRptdF990 |
| Revenue Subtotal | 43417004 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43417004 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 66724068 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 22731330 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 22731330 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43992738 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 43992738 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE ARE USED IN ACCORDANCE TO THE INTENT OF THE DONOR OR IN THE ABSENCE OF DONOR INTENT, AT THE DIRECTION OF THE BOARD OF DIRECTORS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ASSOCIATED FOLLOWS 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 COMBINED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ASSOCIATED'S TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATED HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. THE ASSOCIATED IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FOR THE ASSOCIATED JEWISH CHARITES REPORTED ON THE CONSOLIDATED F/S 63,138,754. REVENUE FOR THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S -592,329. OTHER EXPENSES RECORDED AS REVENUE ON THE FINANCIAL STATEMENTS -282,000. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF THE ASSOCIATED JEWISH CHARITIES REPORTED ON THE CONSOLIDATED F/S 22,949,880. EXPENSES OF THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 63,450. OTHER EXPENSES RECORDED AS REVENUE ON THE FINANCIAL STATEMENTS -282,000. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 1 | PROGRAM SERVICE | COORDINATING MISSIONS | 467065 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICE | COORDINATING MISSIONS | 34787 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICE | COORDINATING MISSIONS | 48679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 550531 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 550531 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (45 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ORR SHALOM | ||||||||
| 3708 ENTERPISE DR | JANESVILLE | WI | 535468737 | 133502817 | 501(C)(3) | 40500 | GENERAL SUPPORT | |
| ART WITH A HEART INC | ||||||||
| 3355 KESWICK ROAD HAMPDEN VILLAGE | BALTIMORE | MD | 21211 | 522227996 | 501(C)(3) | 35000 | GENERAL SUPPORT | CENTRE STABLE BUILDING STE 104 |
| BAIS HAMEDRASH AND MESIVTA | ||||||||
| 6823 OLD PIMLICO ROAD | BALTIMORE | MD | 21209 | 521980774 | 501(C)(3) | 59060 | GENERAL SUPPORT | |
| BAIS YAAKOV SCHOOL FOR GIRLS | ||||||||
| 11111 PARK HEIGHTS AVE | OWINGS MILLS | MD | 21117 | 520613700 | 501(C)(3) | 806697 | GENERAL SUPPORT | |
| BALTIMORE BOARD OF RABBIS | ||||||||
| 5750 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 043598368 | 501(C)(3) | 50000 | GENERAL SUPPORT | |
| BALTIMORE HEBREW DAY SCHOOL | ||||||||
| 7401 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21208 | 520591578 | 501(C)(3) | 38521 | GENERAL SUPPORT | |
| BALTIMORE HEBREW INSTITUTE AT TOWSON UNIVERSITY | ||||||||
| COLLEGE OF LIBERAL ARTS 8000 YORK | TOWSON | MD | 21252 | 520939453 | 501(C)(3) | 342460 | GENERAL SUPPORT | ROAD |
| BALTIMORE JEWISH COUNCIL | ||||||||
| 5750 PARK HEIGHTS AVENUE SUITE 329 | BALTIMORE | MD | 21215 | 521912836 | 501(C)(3) | 970372 | GENERAL SUPPORT | |
| BEIT RJ | ||||||||
| 909 BERRYMANS LANE C/O KAREN SOBER | REISTERSTOWN | MD | 21136 | 262643415 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| BETH TFILOH COMMUNITY SCHOOL | ||||||||
| 3300 OLD COURT ROAD | BALTIMORE | MD | 21208 | 521837996 | 501(C)(3) | 459981 | GENERAL SUPPORT | |
| BNOS YISROEL | ||||||||
| 6300 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 522231272 | 501(C)(3) | 234478 | GENERAL SUPPORT | |
| CAPITAL CAMPS AND RETREAT CENTER | ||||||||
| 11300 ROCKVILLE PIKE SUITE 407 | ROCKVILLE | MD | 20852 | 521515202 | 501(C)(3) | 11000 | GENERAL SUPPORT | |
| CENTER FOR JEWISH EDUCATION | ||||||||
| 5708 PARK HEIGHTS AVENUE | BALTIMORE | MD | 212153996 | 520591707 | 501(C)(3) | 1792945 | GENERAL SUPPORT | |
| CHAI | ||||||||
| 5809 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 237097000 | 501(C)(3) | 605790 | GENERAL SUPPORT | |
| EDWARD A MYERBERG SR CTR | ||||||||
| 3101 FALLSTAFF ROAD | BALTIMORE | MD | 212092967 | 521047511 | 501(C)(3) | 110000 | GENERAL SUPPORT | |
| HEBREW FREE LOAN ASSN | ||||||||
| 5752 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 520633396 | 501(C)(3) | 12000 | GENERAL SUPPORT | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 521844823 | 501(C)(3) | 21450 | GENERAL SUPPORT | |
| JERUSALEM FOUNDATION INC | ||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | 132563745 | 501(C)(3) | 50000 | GENERAL SUPPORT | |
| JEWISH AGENCY FOR ISRAEL | ||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | 131760102 | 501(C)(3) | 45280 | GENERAL SUPPORT | |
| JEWISH CEMETERY ASSOCIATION | ||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | 522178573 | 501(C)(13) | 7000 | GENERAL SUPPORT | |
| JEWISH COMMUNAL SERVICE ASSOCIATION | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624105 | 501(C)(3) | 7200 | GENERAL SUPPORT | |
| JEWISH COMMUNITY CENTER | ||||||||
| 3506 GWYNNBROOK AVENUE | OWINGS MILLS | MD | 21117 | 520607909 | 501(C)(3) | 3531765 | GENERAL SUPPORT | |
| JEWISH COMMUNITY SERVICES | ||||||||
| 5750 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 520607909 | 501(C)(3) | 6431683 | GENERAL SUPPORT | |
| JEWISH FED OF HOWARD COUNTY | ||||||||
| 10630 LITTLE PATUXENT PARKWAY SUITE | COLUMBIA | MD | 210443294 | 237072654 | 501(C)(3) | 407683 | GENERAL SUPPORT | 400 CENTURY PLAZA 1000 |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131624240 | 501(C)(3) | 7086688 | GENERAL SUPPORT | |
| JEWISH MUSEUM OF MARYLAND | ||||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | 526034761 | 501(C)(3) | 279796 | GENERAL SUPPORT | |
| JEWISH TELEGRAPHIC AGENCY | ||||||||
| 330 SEVENTH AVENUE 17TH FL | NEW YORK | NY | 10001 | 130887610 | 501(C)(3) | 24800 | GENERAL SUPPORT | |
| JOINT DISTRIBUTION COMMITTEE | ||||||||
| 711 3RD AVENUE | NEW YORK | NY | 10017 | 131656634 | 501(C)(3) | 449500 | GENERAL SUPPORT | |
| KRIEGER SCHECHTER DAY SCHOOL | ||||||||
| 8100 STEVENSON ROAD | BALTIMORE | MD | 21208 | 520591562 | 501(C)(3) | 231319 | GENERAL SUPPORT | |
| LEVINDALE NORTHWEST SENIOR SHUTTLE | ||||||||
| 2415 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | 521788224 | 501(C)(3) | 38000 | GENERAL SUPPORT | |
| MARYLAND ISRAEL DEVELOPMENT CENTER | ||||||||
| 401 E PRATT STREET 7TH FLOOR | BALTIMORE | MD | 21202 | 521777737 | 501(C)(3) | 174999 | GENERAL SUPPORT | |
| MEALS ON WHEELS | ||||||||
| 515 S HAVEN STREET | BALTIMORE | MD | 21224 | 526074723 | 501(C)(3) | 120000 | GENERAL SUPPORT | |
| MOISHE HOUSE | ||||||||
| 1330 BROADWAY SUITE 801 | OAKLAND | CA | 94612 | 262599786 | 501(C)(3) | 30000 | GENERAL SUPPORT | |
| NER ISRAEL | ||||||||
| 400 MOUNT WILSON LANE | PIKESVILLE | MD | 21208 | 520660881 | 501(C)(3) | 472574 | GENERAL SUPPORT | |
| OHR CHADASH ACADEMY OF BALTIMORE | ||||||||
| 5700 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 452187170 | 501(C)(3) | 52349 | GENERAL SUPPORT | |
| PEARLSTONE CONFERENCE AND RETREAT CENTER | ||||||||
| 5425 MT GILEAD ROAD | REISTERSTOWN | MD | 21136 | 432080719 | 501(C)(3) | 147902 | GENERAL SUPPORT | |
| PROJECT KESHER | ||||||||
| 2144 ASHLAND AVENUE SUITE 3 | EVANSTON | IL | 60201 | 363673594 | 501(C)(3) | 15000 | GENERAL SUPPORT | |
| SHOSHANA CARDIN DAY SCHOOL | ||||||||
| 7310 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21208 | 522339084 | 501(C)(3) | 29971 | GENERAL SUPPORT | |
| SINAI HOSPITAL OF BALTIMORE | ||||||||
| 2401 W BELVEDERE AVENUE GENERAL | BALTIMORE | MD | 21215 | 520486540 | 501(C)(3) | 35000 | GENERAL SUPPORT | ACCOUNTING |
| TALMUDICAL ACADEMY | ||||||||
| 4445 OLD COURT ROAD | BALTIMORE | MD | 21208 | 520591676 | 501(C)(3) | 492371 | GENERAL SUPPORT | |
| TORAH INSTITUTE OF BALTIMORE | ||||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | 237304990 | 501(C)(3) | 348511 | GENERAL SUPPORT | |
| TOWSON UNIVERSITY | ||||||||
| 8000 YORK ROAD BURSAR S OFFICE | TOWSON | MD | 212520001 | 526002033 | 501(C)(3) | 150000 | GENERAL SUPPORT | |
| UNIVERSITY OF MARYLAND HILLEL | ||||||||
| 7612 MOWATT LANE | COLLEGE PARK | MD | 20740 | 530179971 | 501(C)(3) | 348701 | GENERAL SUPPORT | |
| WORLD UNION FOR PROGRESSIVE JUDAISM | ||||||||
| 633 THIRD AVENUE6TH FLOOR | NEW YORK | NY | 10017 | 131930176 | 501(C)(3) | 50000 | GENERAL SUPPORT | |
| YESHIVA UNIVERSITY-DEPARTMENT OF ADVANCEMENT SERVICES | ||||||||
| 500 WEST 185TH STREET SUITE 725 | NEW YORK | NY | 10033 | 131624225 | 501(C)(3) | 128000 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 44 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FELLOWSHIP | TypeOfGrant |
| Number Of Recipients | 22 | NumberOfRecipients |
| Amount Of Cash Grant | 39171 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: LAY AND PROFESSIONAL LEADERSHIP MEETS WITH AGENCY REPRESENTATION SEVERAL TIMES DURING THE YEAR TO MONITOR THE FISCAL HEALTH OF THE ORGANIZATION AS WELL AS TO ENSURE APPROPRIATE USE OF FUNDS. AGENCIES ARE REQUIRED TO SUBMIT BUDGETS ON A QUARTERLY BASIS AS WELL AS AN ORGANIZATION BUSINESS PLAN ONCE A YEAR. |
| THE ASSOCIATED THROUGH ITS COMMUNITY PLANNING AND ALLOCATIONS EXECUTIVE COMMITTEE, A LAY BODY, MEETS THROUGHOUT THE FISCAL YEAR TO ASSESS AND DETERMINE ONGOING ELIGIBILITY OF FUNDED ORGANIZATIONS AS WELL AS TO CLEARLY IDENTIFY CRITERIA TO BE USED AS THE BASIS FOR FUNDING DECISIONS FOR THE NEXT FISCAL YEAR. IN ADDITION, A RECORD OF ALL GRANTS MADE IS MAINTAINED IN ORDER TO ENSURE THAT GRANTS ARE USED AS REQUESTED. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC B TERRILL | ||||||||||||||
| PRESIDENT | 422363 | 0 | 75000 | 0 | 48117 | 0 | 10000 | 0 | 28019 | 0 | 583499 | 0 | 0 | 0 |
| MARK SMOLARZ | ||||||||||||||
| COO/CFO | 190453 | 0 | 0 | 0 | 0 | 0 | 7735 | 0 | 17761 | 0 | 215949 | 0 | 0 | 0 |
| MICHAEL FRIEDMAN | ||||||||||||||
| SENIOR VICE PRESIDENT | 187811 | 0 | 0 | 0 | 0 | 0 | 7490 | 0 | 1714 | 0 | 197015 | 0 | 0 | 0 |
| ABE WASSERBERGER | ||||||||||||||
| VP RESOURCE DEVELOPMENT | 248972 | 0 | 0 | 0 | 0 | 0 | 9083 | 0 | 3040 | 0 | 261095 | 0 | 0 | 0 |
| DARRELL FRIEDMAN | ||||||||||||||
| FORMER OFFICER | 136495 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 136495 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PROVIDES BUSINESS RELATED TRAVEL AND OTHER EXPENSES TO MARC TERRILL PURSUANT TO HIS EMPLOYMENT CONTRACT. THE DISCRETIONARY SPENDING ACCOUNT IS TREATED AS TAXABLE INCOME. |
| PART I, LINE 4B | MARC TERRILL PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. NO AMOUNTS WERE PAID OUT DURING THE YEAR. THE AMOUNT THAT VESTED IS INCLUDED IN SCHEDULE J, PART II, COLUMN BIII. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARC TERRILL | NamePerson |
| Relationship With Organization | PRESIDENT | RelationshipWithOrganization |
| Purpose Of Loan | TO HELP PURCHASE A HOME IN THE BALTIMORE AREA AS A RETENTION STRATEGY | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $125,000 | OriginalPrincipalAmount |
| Balance Due | 62500 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 62500 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 165 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1367512 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT CONTRIBUTION DATE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 545000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THIRD PARTIES ARE USED TO SELL NON-CASH ASSETS (INCLUDING DONATED REAL ESTATE). THE ORGANIZATION DOES NOT HAVE ANY ONGOING RELATIONSHIPS WITH THESE THIRD PARTIES, BUT WILL PICK BASED ON NEED AND LOCATION OF THE NON-CASH ASSETS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DEBRA S. WEINBERG AND GLENN L. WEINBERG HAVE A FAMILY RELATIONSHIP. LAWRENCE MACKS AND ELLEN MACKS HAVE A FAMILY RELATIONSHIP. ANN N. LIBOV AND MARK NEUMAN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY INDIVIDUAL(S), JEWISH OR NON-JEWISH, WHO SUPPORTS THE MISSION AND WHO, DIRECTLY OR THROUGH A FAMILY, CORPORATION, FIRM, TRUST, OR FOUNDATION, CONTRIBUTES TO THE ASSOCIATED ANNUAL CAMPAIGN IN ANY FISCAL YEAR OF THE ASSOCIATED, SHALL BE A MEMBER FOR AND DURING THE FISCAL YEAR IN WHICH A CONTRIBUTION IS MADE AND FOR THE SUCCEEDING FISCAL YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF GOVERNORS. ELECTIONS OF DIRECTORS AND OFFICERS SHALL BE HELD BY BALLOT AT EACH ANNUAL MEETING OF THE ASSOCIATED. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF THE ORGANIZATION ARE REQUIRED TO APPROVE ANY AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD DELEGATED AUTHORITY OF THE REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. BOTH SENIOR MANAGEMENT AND THE AUDIT COMMITTEE HAVE REVIEWED THE FORM 990 IN DETAIL PRIOR TO SUBMISSION TO THE IRS. THE ENTIRE BOARD CAN REVIEW AN ELECTRONIC COPY PRIOR TO SUBMISSION OF THE FORM TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, BOARD MEMBERS AND SENIOR STAFF OF THE ASSOCIATED ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. EACH OFFICER, DIRECTOR AND STAFF MEMBER IS EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS INCLUDING A DIRECT OR INDIRECT INTEREST (FINANCIAL, FAMILIAL OR OTHERWISE) WITH THE BUSINESS OF THE ASSOCIATED. IF THE ASSOCIATED TAKES UP FOR CONSIDERATION ANY MATTER IN WHICH AN OFFICER, DIRECTOR OR STAFF MEMBER, OR PERSONS AFFILIATED WITH THEM, HAVE SUCH A CONFLICTED INTEREST, THE ASSOCIATED SHALL RESOLVE QUESTIONS OF REAL OR APPARENT CONFLICT OF INTEREST THROUGH THE FOLLOWING PROCEDURES: 1. THE PERSON WITH A CONFLICTED INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. 2. THE PERSON SO AFFECTED MAY TAKE PART IN ANY DISCUSSION OF ANY SUCH MATTERS, UNLESS THE ASSOCIATED SPECIFICALLY REQUESTS THE PERSON TO ABSTAIN FROM SUCH DISCUSSION. 3. THE PERSON WITH A CONFLICTED INTEREST SHALL ABSTAIN FROM VOTING ON ANY RESOLUTION INVOLVING SUCH MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ASSOCIATED'S EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPRISED OF BOTH PAST AND CURRENT TOP LAY LEADERSHIP ANNUALLY REVIEWS COMPENSATION OF ALL KEY EMPLOYEES, OFFICERS AND THE PRESIDENT BASED ON REVIEW OF INDEPENDENT SURVEYS OF SUCH INDIVIDUALS OF OTHER LIKE SIZE ORGANIZATIONS ACROSS THE NATION AS WELL AS COMPENSATION REVIEWS OF OTHER NOT FOR PROFIT ORGANIZATIONS IN THE GREATER BALTIMORE METRO AREA. THE COMMITTEE CONSIDERS STANDARDS OF LIVING AS WELL AS SIZE AND COMPLEXITY OF SUCH ORGANIZATIONS. THE COMMITTEE ALSO REVIEWS THE PERCENTAGE OF COMPENSATION OF SUCH EMPLOYEES TO THE TOTAL OPERATING BUDGET AND CONSIDERS GENERAL ECONOMIC CONDITIONS IMPACTING THE ORGANIZATION'S ENVIRONMENT THAT IT OPERATES WITHIN TO DETERMINE THAT SUCH PERCENTAGE APPEARS TO FALL IN LINE WITH SIMILAR ORGANIZATIONS. THE DETERMINATION OF THE EXECUTIVE COMPENSATION COMMITTEE IS THEN PRESENTED TO THE AFFECTED EMPLOYEE AS AN OFFER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX | THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED) AND THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE (THE AJC) ARE AFFILIATE ORGANIZATIONS AND WORK IN CONJUNCTION WITH EACH OTHER TO ACCOMPLISH THE MISSION OF THE ASSOCIATED. THE TWO ORGANIZATIONS WERE FORMED AS SEPARATE ENTITIES TO DIVIDE THE ASSET HOLDING ORGANIZATION (THE AJC) FROM THE PROGRAM SERVICE DELIVERY ORGANIZATION (THE ASSOCIATED). IF THE TWO ORGANIZATIONS WERE COMBINED, THE TOTAL AMOUNT OF PROGRAM SERVICE EXPENSES COMPARED TO TOTAL EXPENSES WOULD BE 90.41% THE ASSOCIATED PROGRAM EXPENSE 37,754,537 TOTAL EXPENSE 43,992,738 PROGRAM SERVICE % 85.82% AJC PROGRAM EXPENSE 24,760,115 TOTAL EXPENSE 25,150,924 PROGRAM SERVICE % 98.45% TOTAL PROGRAM EXPENSE 62,514,652 TOTAL EXPENSE 69,143,662 PROGRAM SERVICE % 90.41% |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC | ||||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | 526024192 | EXEMPT ORGANIZATION | MD | 501(C)(3) | PF | THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | 1 |
| JEWISH WELFARE FUND OF BALTIMORE INC | ||||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | 526001443 | EXEMPT ORGANIZATION | MD | 501(C)(3) | 7 | THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 8528728 | AmountInvolved |
| Method Of Amt Determination | CASH VALUE | MethodOfAmtDetermination |
Comments