2014-11-10T13:23:40-06:00 2013-12-31 611249194 LISA P CASTLE CPA CFP 3141 BEAUMONT CENTRE CI STE 102 LEXINGTON KY 40513 990 2013-01-01 310906786 JEWISH FEDERATION OF THE BLUEGRASS INC JEWI 8592680672 1050 CHINOE ROAD NO 112 LEXINGTON KY 40502 JUDY WORTMAN EXECUTIVE DIRECTOR 8592680672 2014-10-30 1 LISA P CASTLE CPA CFP P00365775 8592191219 X 2013 2015-11-30 17:44:51Z JUDY WORTMAN 1050 CHINOE ROAD NO 112 LEXINGTON KY 40502 387308 0 X WWW.JEWISHLEXINGTON.ORG X 1977 KY IN 2013 WE CONTINUED TO SERVE THE JEWISH COMMUNITY OF CENTRAL KY AND THOSE ABROAD THROUGH PROGRAMS AND EVENTS. WE HAVE MANY PROGRAMS DEVELOPED TO PROVIDE SERVICE AND MEET THE NEEDS OF THE JEWISH COMMUNITY INCLUDING CAMP SHALOM, LUNCH & LEARN W/THE RABBIS, LEISURE CLUB FOR SENIORS, JEWISH FAMILY SERVICES WHICH PROVIDES EMERGENCY FUNDS FOR THOSE IN NEED, WORKSHOPS ON DIFFERENT TOPICS OF CONCERN TO THE JEWISH FAMILY, PJ LIBRARY WHICH PROVIDES BOOKS TO JEWISH CHILDREN, TIKKUN LEXINGTON WHICH IS A COMMUNITY VOLUNTEER PROGRAMS, FUNDING FOR BEN YAKIR YOUTH VILLAGE IN ISRAEL, AND MANY MORE. 24 24 25 100 4668 0 351002 341208 26706 27029 -4575 6381 4805 3034 377938 377652 50874 52985 0 0 173688 184753 0 0 43436 117957 115833 342519 353571 35419 24081 230751 255387 4576 5131 226175 250256 X THE MISSION OF THE FEDERATION IS TO SERVE THE JEWISH PEOPLE AND ITS IDEALS LOCALLY, IN ISRAEL, AND THROUGHOUT THE WORLD. THROUGH COORDINATED FUNDRAISING, COMMUNITY WIDE PROGRAMMING, SOCIAL SERVICES, EDUCATIONAL AND OTHER ACTIVITIES, THE FEDERATION SEEKS TO:1. BUILD COMMUNITY2. PROVIDE ASSISTANCE FOR THOSE IN NEED3. ENHANCE JEWISH IDENTITY4. DEVELOP EFFECTIVE JEWISH LEADERS5. COMBAT ANTI-SEMITISM AND OTHER FORMS OF DISCRIMINATION6. FOSTER AN UNDERSTANDING OF JEWISH CULTURE AND RELIGION 0 0 43292 18586 SPONSOR DAY CAMP, "CAMP SHALOM" FOR CHILDREN TO PROMOTE FUN AND UNITY IN JEWISH COMMUNITY 30377 5649 JEWISH FAMILY SERVICES - MAJOR SERVICES PROVIDED INCLUDE CASE MANAGEMENT, CRISIS INTERVENTION, ASSISTANCE TO OLDER ADULTS, PROCESSING REQUESTS FOR FINANCIAL ASSISTANCE, RESETTLEMENT AND ACCULTURATION OF NEW AMERICANS, ASSESSMENT AND REFERRAL OF INDIVIDUALS WITH SPECIAL NEEDS, FAMILY LIFE EDUCATION, AND ADVOCACY FOR MEMBERS OF THE JEWISH COMMUNITY. 37700 3087 3417 VARIOUS COMMUNITY ACTIVITIES TO PROMOTE JEWISH CULTURE SUCH AS A JEWISH FILM SERIES WHERE 4 INTERNATIONAL FILMS ON JEWISH THEMES WERE SHOWN TO THE COMMUNITY, A DECEMBER PROGRAM AND HANUKKAH CELEBRATION AND A YOM HA ATZMAUT PROGRAM TO CELEBRATE ISRAEL'S INDEPENDENCE DAY 14411 200 946 JEWISH EDUCATION PROVIDED TO THE COMMUNITY THROUGH OCCASIONAL LECTURES, MUSICAL PROGRAMS AND DISCUSSIONS. 1800 TIKKUN LEXINGTON IS THE JEWISH FEDERATION VOLUNTEER CORPS. IT OFTEN WORKS IN PARTNERSHIP WITH THE SOCIAL ACTION COMMITTEES OF OUR LOCAL CONGREGATIONS. THE NAME "TIKKUN LEXINGTON" IS DERIVED FROM THE JEWISH VALUE OF TIKKUN OLAM, OR REPAIRING THE WORLD. THE VOLUNTEER OPPORTUNITIES DEVELOPED BY TIKKUN LEXINGTON FOCUS ON HELPING THOSE IN NEED AND IN BEING AN INTEGRAL PART OF OUR CITY AND OUR REGION. 9659 250 BUILD COMMUNITY RELATIONS THROUGH THE FOLLOWING; LIAISON WITH NON-JEWISH ORGANIZATIONS, COORDINATE FEDERATION'S PARTICIPATION IN JOINT COMMUNAL EFFORTS, EDUCATE THE JEWISH COMMUNITY CONCERNING SOCIAL ACTION ISSUES, PROVIDE INFORMATION ABOUT ISRAEL AND THE MIDDLE EAST, BE A SOURCE OF BACKGROUND ON JEWISH COMMUNITIES IN FOREIGN LANDS, ADVOCATE FOR ISRAEL, FOR HUMAN RIGHTS, AND FOR JEWISH CAUSES, SPONSOR THE ANNUAL YOM HA SHOAH OBSERVANCE 13888 13888 FUND HORSEBACK RIDING THERAPY AND MUSIC THERAPY PROGRAMS AT THE BEN YAKIR YOUTH VILLAGE IN ISRAEL. BEN YAKIR IS A RESIDENTIAL SCHOOL AND TREATMENT CENTER FOR DISADVANTAGED BOYS WHO ARE UNABLE TO FUNCTION IN THEIR OWN HOMES AND LOCAL SCHOOLS. 26136 26136 SUPPORT JEWISH FEDERATION OF NORTH AMERICA BY DONATING TOWARD OVERSEAS TO STRENGHTEN JEWISH COMMUNITIES IN ISRAEL AND AROUND THE WORLD AND SUPPORTING THE ISRAEL ACTION NETWORK WHICH WORKS TO COUNTERACT ANTI-ISRAEL ACTIVITY AND TYPHOON AND TORNADO RELIEF 11018 DUES TO SUPPORT THE PARENT ORGANIZATION, JEWISH FEDERATIONS OF NORTH AMERICA 30148 4080 SHALOM NEWSPAPER - THIS NEWSPAPER IS COMPRISED OF 10 ISSUES PER YEAR AND PROVIDES THE LATEST NEWS AND INFORMATION ABOUT EVENTS STEMMING FROM LOCAL JEWISH CONGREGATIONS AND JEWISH ORGANIZATIONS, AS WELL AS ARTICLES ON TOPICS OF INTEREST TO THE JEWISH COMMUNITY. 2775 2775 SUPPORT HILLEL FOUNDATION WHO'S MISSION IS TO ENRICH THE LIVES OF JEWISH STUDENTS SO THAT THEY MAY ENRICH THE JEWISH PEOPLE AND THE WORLD" 1000 1000 SUPPORT OF TAGLIT-BIRTHRIGHT ISRAEL, WHICH PROVIDES 10 DAY EDUCATIONAL TRIP TO ISRAEL FOR YOUNG JEWISH PEOPLE TO STRENGTHEN JEWISH IDENTITY. 110835 44249 5026 222204 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 25 0 1 1 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X EXECUTIVE DIRECTOR 8592680672 CORPORATE ADDRESS LEXINGTON KY 40502 MICHAEL GROSSMAN PRESIDENT 3.00 X X 0 0 0 EVALYN BLOCK VICE PRESIDENT 2.00 X X 0 0 0 HANNA SMITH SECRETARY 2.00 X X 0 0 0 GARY YARUS TREASURER 2.00 X X 0 0 0 BOB GROSSMAN DIRECTOR 1.00 X 0 0 0 SETH SALONMON DIRECTOR 1.00 X 0 0 0 JANE CHAPUT DIRECTOR 1.00 X 0 0 0 SUSAN COBIN DIRECTOR 1.00 X 0 0 0 GAIL COHEN DIRECTOR 1.00 X 0 0 0 DAVID FEINBERG DIRECTOR 1.00 X 0 0 0 JOSEPH HERNANDEZ DIRECTOR 1.00 X 0 0 0 JENN GARLIN DIRECTOR 1.00 X 0 0 0 LARRY KANT DIRECTOR 1.00 X 0 0 0 MINNA KATZ-BROWN DIRECTOR 1.00 X 0 0 0 AMY FAUST MAYER DIRECTOR 1.00 X 0 0 0 ANGIE ORNSTEIN DIRECTOR 1.00 X 0 0 0 JENNY RICE DIRECTOR 1.00 X 0 0 0 KAE SCHENNBERG DIRECTOR 1.00 X 0 0 0 PAT SHRABERG DIRECTOR 1.00 X 0 0 0 MARTY SOLOMON DIRECTOR 1.00 X 0 0 0 PAUL TILLIER DIRECTOR 1.00 X 0 0 0 ELISSA WEINSTEIN DIRECTOR 1.00 X 0 0 0 JUDY WORELL DIRECTOR 1.00 X 0 0 0 JUDY WORTMAN EXECUTIVE DIRECTOR 40.00 X 74199 0 0 74199 0 0 0 0 0 0 0 6146 2723 332339 341208 CAMP SHALOM INCOME 900099 18586 18586 SHALOM NEWSPAPER 541800 4080 4080 COMMUNITY ACTIVITIES I 900099 3417 3417 JEWISH EDUCATION INCOM 900099 946 946 27029 4304 4304 2077 0 2077 2077 2077 7782 6146 9656 -1874 -1874 UNREALIZED GAIN/(LOSS) 900099 4120 4120 COPIER USEAGE INCOME 561499 588 588 MISCELLANEOUS REBATE 900099 200 200 4908 377652 22949 4668 8827 47136 47136 5849 5849 158044 88163 33285 36596 2899 1245 781 873 10379 5608 2518 2253 13431 7690 3108 2633 4739 4739 17872 14546 2826 500 304 127 177 20087 9443 10185 459 7175 660 6515 16569 2160 14409 2209 2140 69 13959 11176 2783 3000 3000 1168 88 1080 2665 389 2276 DUES 12843 12768 75 PROGRAM SUBSCRIPTION 5152 5152 PROGRAM SUPPLIES 5131 5131 MISC PROGRAM EXPENSES 2733 2733 227 105 122 353571 222204 87931 43436 149740 88866 76258 124365 2233 39603 20742 18189 2520 2553 230751 255387 4576 5131 4576 5131 X 0 0 0 0 226175 250256 226175 250256 230751 255387 24081 0 X 0 0 0 X 333618 335247 343101 351002 341208 1704176 25018 27904 19371 26706 22949 121948 358636 363151 362472 377708 364157 1826124 56846 33037 36865 44419 51895 223062 265754 57750 76950 108362 108384 617200 322600 90787 113815 152781 160279 840262 985862 19574 3566 1009 2612 4304 31065 19574 3566 1009 2612 4304 31065 6155 6947 7400 4668 25170 8780 41 9847 14179 32847 386990 372872 370469 397567 387308 1915206 0.51480 0.52030 0.01620 0.04510 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: ADVERTISING INCOME - 2009 AMOUNT: $ 8,780. GAIN/LOSS ON SALES OF INVESTMENTS - 2012 AMOUNT: $ 1,557. 2013 AMOUNT: $ 2,077. UNREALIZED GAIN/LOSS - 2011 AMOUNT: $ -37. 2012 AMOUNT: $ 5,019. 2013 AMOUNT: $ 4,120. FUNDRAISING PROCEEDS - 2011 AMOUNT: $ 78. 2012 AMOUNT: $ 3,245. 2013 AMOUNT: $ 7,782. OTHER INCOME - 2012 AMOUNT: $ 26. 2013 AMOUNT: $ 200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76258 7105 10355 414 93304 56629 11500 9188 1059 76258 55901 805 77 56629 0.84990 0.15010 1 0 1542 85 1457 19200 18104 1096 2553 PART V, LINE 4: THE BOARD DESIGNATED/QUASI-ENDOWMENT FUNDS HAVE BEEN SET ASIDE FOR USE IN EMERGENCY SITUATIONS AS THE BOARD DEEMS NECESSARY. THE PERMANENT ENDOWMENT FUND HAS BEEN ASIDE AND THE INCOME EARNED IS TO BE USED FOR PROGRAMS OF THE FEDERATION. 1 JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 39788 $13,888 DESIGNATED TO BEN YAKIR HORSE BACK RIDING THERAPY, $25,000 DESIGNATED AS THE OVERSEAS ALLOCATION, $750 ALLOCATED TO THE ISRAEL ACTION NETWORK, $150 TO IANI SZKELEY HOLOCAUST PRIZE 2 200 SCHOLARSHIP TO CAMP RAMAH 7 700 SCHOLARSHIP TO CAMP YOUNG JUDEA MIDWEST 1 300 SCHOLARSHIP TO GOLDMAN UNION CAMP 2 2600 JEWISH FAMILY EMERGENCY ASSISTANCE 11 2049 COST OF SERVICE EMERGENCY FUNDS TO PROVIDE UTILITIES, TRANSPORTION, HOUSING NEEDS FOR INDIVIDUALS IN DIRE SITUATIONS JEWISH FAMILY SERVICES RESTRICTED DONATION FOR MEDICAL NEEDS RESTIRCTED DONATIONS FOR SUPPORT OF ISRAELI FAMILY WHOSE CHILD WAS AT SHRINERS PART I, LINE 2: THE ORGANIZATION RECEIVES REPORTS FROM THE AGENCY REGARDING THE USE OF THE FUNDS AND IN CERTAIN CASES ON-SITE VISITS ARE MADE TO VERIFY USE OF FUNDS. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR AND THE STAFF REVIEW THE FORM 990 BEFORE IT IS FILED. A FINAL COPY IS MADE AVAILABLE TO EVERY BOARD MEMBER BUT THE BOARD OF DIRECTORS DOES NOT UNDERTAKE A REVIEW OF THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A LETTER IS MAILED TO BOARD MEMBERS ANNUALLY AND THE EXECUTIVE DIRECTOR FOLLOWS UP WHERE NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE KEY EMPLOYEES ARE HIRED THROUGH THE PLACEMENT SERVICE OF THE NATIONAL PARENT ORGANIZATION, JEWISH FEDERATIONS OF NORTH AMERICA (JFNA). THE JFNA MAKES RECOMMENDATIONS REGARDING THE SALARY FOR THE EXECUTIVE DIRECTOR BASED UPON COMPARABLE POSITIONS IN OTHER LOCAL OFFICES. DUE TO BUDGETARY CONSTRAINTS OF THE ORGANIZATION, THE STARTING SALARY OFFERED TO THE MOST RECENT EXECUTIVE DIRECTOR WAS $20,000 LOWER THAN THE RECOMMENDATION OF JFNA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FORM 990 ARE AVAILABLE BY REQUEST THROUGH THE ORGANIZATION'S OFFICE. JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY STREET STE 1700 NEW YORK NY 100041010 131624240 REPRESENTS LOCAL JEWISH FEDERATIONS & COMMUNITIES NY 501(C)(3) LINE 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0