JEWISH FEDERATION OF OMAHA FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF OMAHA FOUNDATION (EIN 20-1123519)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201431329349300728
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T08:21:44-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476097913 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 680224722 | 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 | 201123519 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF OMAHA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 4023346466 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH 132ND STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD N EPSTEIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4023346466 | Phone |
| Date Signed | 2014-05-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA J FAJEN | Name |
| PTIN | P00400874 | PTIN |
| Phone | 4023302660 | 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 | HOWARD N EPSTEIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH 132ND STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15199781 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | NE | StateLegalDomicile |
| Activity Or Mission Description | TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 24552 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5475227 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9248973 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21405 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1783693 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2926307 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7280325 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12175280 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4390237 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7641767 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 505132 | OtherExpensePriorYear |
| Other Expenses Current Year | 598863 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4895369 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8240630 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2384956 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3934650 | RevenuesLessExpensesCY |
| Total Assets BOY | 64908745 | TotalAssetsBOY |
| Total Assets EOY | 71603755 | TotalAssetsEOY |
| Total Liabilities BOY | 6210042 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7146789 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58698703 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64456966 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7641767 | Expense |
| Grants | 7641767 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 7641767 | 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 | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 0 | 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 | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORDANA GLAZER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4023346597 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH 132ND STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 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 |
|---|---|---|---|---|---|---|---|
| JAY NODDLE | |||||||
| PRESIDENT | 2.00 | 3.00 | X | X | 0 | 0 | 0 |
| ANDREW ROBINSON | |||||||
| TREASURER | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| DONALD GOLDSTEIN | |||||||
| SECRETARY | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| STEVEN BLOCH | |||||||
| PAST PRESIDENT | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| PAUL EPSTEIN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL M ERMAN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| TED FRIEDLAND | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JOSEPH KIRSHENBAUM | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ALLAN MUROW | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MURRAY H NEWMAN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| CARL RIEKES | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| LARRY E ROFFMAN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| HARLEY D SCHRAGER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| TED M SELDIN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| FREDERICK J SIMON | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| SUZANNE RICHARDS SINGER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| NORMAN VEITZER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MARTIN C RICKS | |||||||
| EXECUTIVE DIRECTOR (THRU 1/2/2013) | 0.00 | 32.00 | X | 0 | 127588 | 28421 | |
| HOWARD EPSTEIN | |||||||
| EXECUTIVE DIRECTOR (FROM 1/3/2013) | 40.00 | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 127588 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 28421 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 1771119 | RelatedOrganizations |
| All Other Contributions | 7477854 | AllOtherContributions |
| Noncash Contributions | 4195514 | NoncashContributions |
| Total Contributions | 9248973 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 657726 | TotalRevenueColumn |
| Exclusion | $657,726 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5293082 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3024501 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2268581 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2268581 | TotalRevenueColumn |
| Exclusion | $2,268,581 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12175280 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,926,307 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7546880 | Total |
| Program Services | 7546880 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94887 | Total |
| Program Services | 94887 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530328 | Total |
| Management And General | 530328 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65820 | Total |
| Management And General | 65820 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2715 | Total |
| Management And General | 2715 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8240630 | Total |
| Program Services | 7641767 | ProgramServices |
| Management And General | 598863 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464 | BOY |
| EOY | 462 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1578881 | BOY |
| EOY | 1447589 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7260 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8179154 | BOY |
| EOY | 9902718 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49749742 | BOY |
| EOY | 56902750 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5400000 | BOY |
| EOY | 3339426 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504 | BOY |
| EOY | 3550 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64908745 | BOY |
| EOY | 71603755 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 64000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6017810 | BOY |
| EOY | 6804354 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192232 | BOY |
| EOY | 278435 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6210042 | BOY |
| EOY | 7146789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40347742 | BOY |
| EOY | 44920925 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3856146 | BOY |
| EOY | 4197369 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14494815 | BOY |
| EOY | 15338672 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58698703 | BOY |
| EOY | 64456966 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64908745 | BOY |
| EOY | 71603755 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3934650 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1887613 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -64000 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FED OF OMAHA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470384659 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $4,965,702 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 4965702 | SumOfAmounts |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 161 | NumberDAFsHeld |
| Donor Advised Contributions | 6858670 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 3734891 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 19740373 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16913205 | BeginningOfYearBalance |
| Contributions | 432931 | Contributions |
| Investment Earnings Or Losses | 1242228 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 884658 | GrantsOrScholarships |
| Administrative Expenses | 29111 | AdministrativeExpenses |
| End Of Year Balance | 17674595 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16455304 | BeginningOfYearBalance |
| Contributions | 813178 | Contributions |
| Investment Earnings Or Losses | 257699 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 608546 | GrantsOrScholarships |
| Administrative Expenses | 4430 | AdministrativeExpenses |
| End Of Year Balance | 16913205 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14669102 | BeginningOfYearBalance |
| Contributions | 438736 | Contributions |
| Investment Earnings Or Losses | 1941330 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 591243 | GrantsOrScholarships |
| Administrative Expenses | 2621 | AdministrativeExpenses |
| End Of Year Balance | 16455304 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13677918 | BeginningOfYearBalance |
| Contributions | 501900 | Contributions |
| Investment Earnings Or Losses | 1096120 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 601278 | GrantsOrScholarships |
| Administrative Expenses | 5558 | AdministrativeExpenses |
| End Of Year Balance | 14669102 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17114653 | BeginningOfYearBalance |
| Contributions | 561853 | Contributions |
| Investment Earnings Or Losses | -3171461 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 800881 | GrantsOrScholarships |
| Administrative Expenses | 26246 | AdministrativeExpenses |
| End Of Year Balance | 13677918 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CHARITABLE REMAINDER TRUSTS INTERESTS | 2131442 | F |
| OTHER SECURITIES | 208843 | F |
| TRUST DISTRIBUTIONS OUTSTANDING | 26418 | F |
| JEWISH FEDERATION OF METRO CHICAGO PEP INT | 50705184 | F |
| JEWISH COMMUNITY ENDOWMENT POOL, LLP | 3830863 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 56902750 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO JEWISH FEDERATION OF OMAHA | $220,507 |
| CHARITABLE REMAINDER TRUST LIABILITIES | $57,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 278435 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE FEDERATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND HAS RECEIVED A DETERMINATION LETTER THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE FEDERATION REALIZES CERTAIN INCOME WHICH THE INTERNAL REVENUE SERVICE CONSIDERS TO BE UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAX. FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, $64,000, IS RECORDED AS A TAX LIABILITY AND INCLUDED WITHIN ACCRUED EXPENSES IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE FEDERATION'S TAX EXEMPT STATUS. IN GENERAL, SUCH STANDARDS REQUIRE THE FEDERATION TO MEET A COMMUNITY BENEFITS STANDARD AND COMPLY WITH VARIOUS LAWS AND REGULATIONS. THE FEDERATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE FEDERATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2013 AND 2012, THE FEDERATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. THE FEDERATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FEDERATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (62 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 |
|---|---|---|---|---|---|---|---|---|
| ACCION INTERNATIONAL | ||||||||
| 56 ROLAND STREET STE 300 | BOSTON | MA | 02129 | 132535763 | 501(C) (3) | 11000 | GENERAL SUPPORT | |
| ADL PLAINS STATES ENDOWMENT FUND | ||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | 131818723 | 501(C) (3) | 10000 | GENERAL SUPPORT | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 131818723 | 501(C) (3) | 24775 | 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) | 19334 | GENERAL SUPPORT | |
| BETH EL SYNAGOGUE | ||||||||
| 14506 CALIFORNIA STREET | OMAHA | NE | 68154 | 470388140 | 501(C) (3) | 43329 | GENERAL SUPPORT | |
| BETH ISRAEL SYNAGOGUE | ||||||||
| 12604 PACIFIC STREET | OMAHA | NE | 68154 | 470388010 | 501(C) (3) | 54025 | GENERAL SUPPORT | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 4902 HAMILTON STREET | OMAHA | NE | 68135 | 470466144 | 501(C) (3) | 16500 | GENERAL SUPPORT | |
| BRIGIT SAINT BRIGIT THEATRE CO | ||||||||
| 614 S 11TH STREET | OMAHA | NE | 68102 | 470772596 | 501(C) (3) | 20000 | GENERAL SUPPORT | |
| CHABAD LUBAVITCH OF NEBRASKA | ||||||||
| 1866 S 120TH STREET | OMAHA | NE | 68144 | 363552582 | 501(C) (3) | 36675 | GENERAL SUPPORT | |
| CHRISTIAN URBAN EDUCATION SERVICES | ||||||||
| 2207 WIRT STREET | OMAHA | NE | 68110 | 470415808 | 501(C) (3) | 5500 | GENERAL SUPPORT | |
| CONGREGATION BAIS HACHINUCH | ||||||||
| PO BOX 991 | MONSEY | NY | 10952 | 134150926 | 501(C) (3) | 6000 | GENERAL SUPPORT | |
| CREIGHTON UNIVERSITY | ||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | 470376583 | 501(C) (3) | 6700 | GENERAL SUPPORT | |
| DIRECT MARKETING EDUCATIONAL FOUNDATION | ||||||||
| 1120 AVENUE OF THE AMERICAS 14TH | NEW YORK | NY | 10036 | 136222757 | 501(C) (3) | 6000 | GENERAL SUPPORT | FLOOR |
| FILM STREAMS | ||||||||
| PO BOX 8485 | OMAHA | NE | 68108 | 202549448 | 501(C) (3) | 6000 | GENERAL SUPPORT | |
| FIRST RESPONDERS CRITICAL SUPPORT FOUNDATION | ||||||||
| 14916 MIAMI STREET | OMAHA | NE | 68116 | 263499345 | 501(C) (3) | 66200 | GENERAL SUPPORT | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J STREET | OMAHA | NE | 68127 | 470637701 | 501(C) (3) | 8400 | GENERAL SUPPORT | |
| FOUNDATION FOR DOCUMENTARY PROJECTS | ||||||||
| PO BOX 491383 | LOS ANGELES | CA | 90049 | 721560364 | 501(C) (3) | 5000 | GENERAL SUPPORT | |
| FRAXA RESEARCH FOUNDATION | ||||||||
| 45 PLEASANT STREET | NEWBURYPORT | MA | 01950 | 043222167 | 501(C) (3) | 20300 | GENERAL SUPPORT | |
| FRIEDEL JEWISH ACADEMY | ||||||||
| 335 S 132ND STREET | OMAHA | NE | 68154 | 051998366 | 501(C) (3) | 166397 | GENERAL SUPPORT | |
| FRIENDS OF MEVAKSHEI DERECH INC | ||||||||
| 723 RHOADS DRIVE | SPRINGFIELD | PA | 19064 | 133366849 | 501(C) (3) | 10000 | GENERAL SUPPORT | |
| GIRLS INCORPORATED OF OMAHA | ||||||||
| 2811 NORTH 45TH STREET | OMAHA | NE | 68104 | 470562184 | 501(C) (3) | 13000 | GENERAL SUPPORT | |
| GREATER OMAHA CHAMBER FOUNDATION | ||||||||
| 1301 HARNEY STREET | OMAHA | NE | 68102 | 470633685 | 501(C) (3) | 5000 | GENERAL SUPPORT | |
| JEWISH FEDERATION OF OMAHA | ||||||||
| 333 S 132ND STREET | OMAHA | NE | 68154 | 470384569 | 501(C) (3) | 4965702 | GENERAL SUPPORT | |
| JOSLYN ART MUSEUM | ||||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | 470384577 | 501(C) (3) | 31000 | GENERAL SUPPORT | |
| LINCOLN COMMUNITY FOUNDATION | ||||||||
| 215 CENTENNIAL MALL S | LINCOLN | NE | 68508 | 470458128 | 501(C) (3) | 20500 | GENERAL SUPPORT | |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 3777 | OMAHA | NE | 68103 | 470596504 | 501(C) (3) | 22000 | GENERAL SUPPORT | |
| NEBRASKA COALITION FOR LIFE SAVING CURES | ||||||||
| 900 S 74TH PLAZA STE 301 | OMAHA | NE | 68114 | 470837287 | 501(C) (3) | 11300 | GENERAL SUPPORT | |
| NEBRASKA CULTURAL ENDOWMENT | ||||||||
| 1004 FARNAM STREET | OMAHA | NE | 68102 | 470813703 | 501(C) (3) | 13500 | GENERAL SUPPORT | |
| NEBRASKA JEWISH HISTORICAL SOCIETY | ||||||||
| 333 S 132ND STREET | OMAHA | NE | 68154 | 431271156 | 501(C) (3) | 27605 | GENERAL SUPPORT | |
| NEBRASKA SHAKESPEARE FESTIVAL INC | ||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | 470699092 | 501(C) (3) | 50000 | GENERAL SUPPORT | |
| OMAHA CONSERVATORY OF MUSIC | ||||||||
| 3504 S 108TH STREET | OMAHA | NE | 68144 | 470384657 | 501(C) (3) | 7500 | GENERAL SUPPORT | |
| OMAHA PERFORMING ARTS SOCIETY | ||||||||
| 1200 DOUGLAS STREET | OMAHA | NE | 68102 | 470832480 | 501(C) (3) | 6550 | GENERAL SUPPORT | |
| OMAHA PUBLIC LIBRARY FOUNDATION | ||||||||
| 215 S 15TH STREET | OMAHA | NE | 68102 | 363411575 | 501(C) (3) | 12600 | GENERAL SUPPORT | |
| OMAHA SYMPHONY ASSOCIATION | ||||||||
| 1605 HOWARD STREET | OMAHA | NE | 68102 | 476039304 | 501(C) (3) | 42300 | GENERAL SUPPORT | |
| PARDES FOUNDATION | ||||||||
| 333 S 132ND STREET | OMAHA | NE | 68154 | 470824776 | 501(C) (3) | 6614 | GENERAL SUPPORT | |
| PLANNED PARENTHOOD OF THE HEARTLAND | ||||||||
| 3105 N 93RD STREET | OMAHA | NE | 68134 | 470391517 | 501(C) (3) | 56595 | GENERAL SUPPORT | |
| PROJECT HARMONY | ||||||||
| 11949 Q STREET | OMAHA | NE | 68137 | 470789054 | 501(C) (3) | 8050 | GENERAL SUPPORT | |
| ROSE PERFORMING ARTS CENTER | ||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | 363964320 | 501(C) (3) | 12500 | GENERAL SUPPORT | |
| SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | 133485289 | 501(C) (3) | 34833 | GENERAL SUPPORT | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 2227 | SANTA FE | NM | 85704 | 850224461 | 501(C) (3) | 10000 | GENERAL SUPPORT | |
| SANTA FE OPERA | ||||||||
| PO BOX 2408 | SANTA FE | NM | 85704 | 850131810 | 501(C) (3) | 48700 | GENERAL SUPPORT | |
| SCORE FOUNDATION | ||||||||
| 200 W SANTA ANA BLVD 700 | SANTA ANA | CA | 92701 | 521962712 | 501(C) (3) | 12000 | GENERAL SUPPORT | |
| SEGERSTROM CENTER FOR THE ARTS | ||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | 237287150 | 501(C) (3) | 25000 | GENERAL SUPPORT | |
| SHOWTIME ATHLETICS INC | ||||||||
| 405 N LOMBARD | PORTLAND | OR | 97217 | 352204043 | 501(C) (3) | 71000 | GENERAL SUPPORT | |
| SUMMIT FOUNDATION | ||||||||
| PO BOX 4000 | BRECKENRIDGE | CO | 80424 | 742341399 | 501(C) (3) | 10000 | GENERAL SUPPORT | |
| SUSTAINABLE SCHOOLS INTERNATIONAL | ||||||||
| 236 WALNUT STREET | FORT COLLINS | CO | 80524 | 680572605 | 501(C) (3) | 15000 | GENERAL SUPPORT | |
| TEMPLE BAT YAM | ||||||||
| 1011 CAMELBACK STREET | NEWPORT BEACH | CA | 92660 | 952875578 | 501(C) (3) | 5000 | GENERAL SUPPORT | |
| TEMPLE ISRAEL | ||||||||
| 13111 STERLING RIDGE DRIVE | OMAHA | NE | 68144 | 470376590 | 501(C) (3) | 660678 | GENERAL SUPPORT | |
| THE ASPEN INSTITUTE INC | ||||||||
| 1000 NORTH THIRD STREET | ASPEN | CO | 81611 | 840399006 | 501(C) (3) | 5050 | GENERAL SUPPORT | |
| THE JAMES BEARD FOUNDATION INC | ||||||||
| 6 WEST 18TH STREET 10TH FLOOR | NEW YORK | NY | 10011 | 132752108 | 501(C) (3) | 16500 | GENERAL SUPPORT | |
| THE PARTNERSHIP FOR OUR KIDS | ||||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | 470762798 | 501(C) (3) | 18100 | GENERAL SUPPORT | |
| TRUSTEES OF THE UNIV OF PENN | ||||||||
| 3701 LOCUST WALK | PHILADELPHIA | PA | 19104 | 231352685 | 501(C) (3) | 46150 | GENERAL SUPPORT | |
| UNF CHARITABLE GIFT FUND | ||||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | 200288992 | 501(C) (3) | 10000 | GENERAL SUPPORT | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD STREET | NEW YORK | NY | 10017 | 131663143 | 501(C) (3) | 10100 | GENERAL SUPPORT | |
| UNITED WAY OF THE MIDLANDS | ||||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | 470376605 | 501(C) (3) | 61200 | GENERAL SUPPORT | |
| UNIVERSITY HOSPITAL AUXILIARY | ||||||||
| 42ND EMILE | OMAHA | NE | 68198 | 470591991 | 501(C) (3) | 25200 | GENERAL SUPPORT | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 2285 S 67TH STREET 200 | OMAHA | NE | 68106 | 470379839 | 501(C) (3) | 21050 | GENERAL SUPPORT | |
| UNIVERSITY OF NEBRASKA OMAHA | ||||||||
| 6001 WEST DODGE ROAD | OMAHA | NE | 68182 | 470049123 | 501(C) (3) | 12500 | GENERAL SUPPORT | |
| UPLIFT EDUCATION FOUNDATION | ||||||||
| 1750 VICEROY DRIVE | DALLAS | TX | 75235 | 204488484 | 501(C) (3) | 10000 | GENERAL SUPPORT | |
| WISCONSIN INSTITUTE FOR TORAH STUDY | ||||||||
| 3228 NORTH LAKE DRIVE | MILWAUKEE | WI | 53211 | 391366081 | 501(C) (3) | 6000 | GENERAL SUPPORT | |
| YESHIVA UNIVERSITY HIGH SCHOOLS | ||||||||
| 2540 AMSTERDAM AVENUE | NEW YORK | NY | 10033 | 200247649 | 501(C) (3) | 9500 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 62 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 8 | NumberOfRecipients |
| Amount Of Cash Grant | 94887 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARTIN C RICKS | NamePerson |
| Title | EXECUTIVE DIRECTOR (THRU 1/2/2013) | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 127588 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 22500 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 5921 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 156009 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE EXECUTIVE DIRECTOR IS COMPENSATED BY THE JEWISH FEDERATION OF OMAHA, INC., A RELATED ORGANIZATION. HIS COMPENSATION IS ESTABLISHED BY THE REVIEW AND APPROVAL BY JAY NODDLE, PRESIDENT OF THE FOUNDATION BOARD AND THE USE OF COMPARABLE DATA. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. AS OF JANUARY 3, 2013 HOWARD EPSTEIN REPLACED MARTIN RICKS AS THE EXECUTIVE DIRECTOR OF THE JEWISH FEDERATION OF OMAHA FOUNDATION. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 52 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4195514 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE HIGH/LOW BALANCE | 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 | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE ARE THREE BUSINESS RELATIONSHIPS AMONG THE BOARD MEMBERS: JAY NODDLE, PRESIDENT OF THE BOARD, AND JOSEPH KIRSHENBAUM, A BOARD MEMBER, ARE CO-OWNERS OF A FOR-PROFIT BUSINESS. JAY NODDLE, PRESIDENT OF THE BOARD, AND ALLAN MUROW, A BOARD MEMBER, ARE PARTNERS IN A FOR-PROFIT BUSINESS. 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 MADE AVAILABLE 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 12C | 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 EXECUTIVE DIRECTOR 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 | POLICY ON THE PROCESS FOR DETERMINING COMPENSATION: 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 APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 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 RESPONSIBILITIY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF OMAHA INC | |||||||||||
| 333 S 132ND STREET | OMAHA | NE | 68154 | 470384659 | SKILLED NURSING, COMMUNITY CENTER AND SOCIAL SERVICES | NE | 501(C)(3) | 7 | N/A | 0 | |
| PARDES FOUNDATION | |||||||||||
| 333 S 132ND STREET | OMAHA | NE | 68154 | 470824776 | MANAGE PROPERTY | NE | 501(C)(3) | 11A | 0 | JEWISH FEDERATION OF OMAHA INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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