2014-10-23T08:49:48-05:00 2013-12-31 GRANT THORNTON LLP 666 THIRD AVENUE NEW YORK NY 100174057 990 2013-01-01 134092050 Birthright Israel Foundation % DAVID SHAPIRO BIRT 2124570052 33 EAST 33RD STREET 7TH FLoor Suite NEW YORK NY 10016 S David Shapiro CFO 2125990100 2014-10-22 true Scott Thompsett P00741490 2125990100 2013 2015-11-30 17:44:51Z David Fisher 33 EAST 33RD STREET 7TH FLoor New York NY 10016 75287631 false X www.birthrightisrael.org X 1999 NY Our mission is to build our base of financial support to assure that the gift of a 10-day Birthright Israel educational trip is available to every Jewish young adult. 23 23 51 0 0 101939119 74221738 0 0 13568 25075 8176 10543 101960863 74257356 77828903 79175388 0 0 6087370 5408998 352953 439188 6171791 2920077 3003219 87189303 88026793 14771560 -13769437 30000420 16412609 1220454 1402080 28779966 15010529 X THE BIRTHRIGHT ISRAEL FOUNDATION ("THE FOUNDATION") WAS INCORPORATED ON DECEMBER 10, 1999. IT WAS FORMED TO SUPPORT THE EDUCATION OF MEMBERS OF THE JEWISH COMMUNITY OUTSIDE OF ISRAEL ABOUT JUDAISM, TO STRENGTHEN THE UNDERSTANDING OF THEIR HERITAGE, AND TO FOSTER STRONGER BONDS BETWEEN THE JEWS OF DIASPORA AND THE STATE OF ISRAEL. IN FURTHERANCE OF THESE PURPOSES, THE FOUNDATION PROVIDES FUNDING TO ENABLE INDIVIDUALS AGED 18-26 TO PARTICIPATE IN AN EDUCATIONAL PEER-GROUP TRIP TO ISRAEL. ADDITIONALLY, EDUCATIONAL PROGRAMS HAVE BEEN DEVELOPED TO TARGET PARTICIPANTS WHO HAVE RETURNED FROM ISRAEL TO ENHANCE THEIR ISRAEL EXPERIENCE AND STRENGTHEN THEIR BOND WITH THE JEWISH COMMUNITY BOTH IN NORTH AMERICA AND ISRAEL. false false 77331363 77331363 0 The Birthright Israel Foundation fortifies and grows financial support from North America, and broadens public awareness to ensure Taglit-Birthright Israel can flourish and touch generations to come. Working with our founding partners - the Government of Israel, and a global network of Jewish communities represented by the Jewish Federations of North America (JFNA), the Jewish Agency for Israel and Keren Hayesod - the Foundation is creating the infrastructure of support to firmly establish Taglit-Birthright Israel as an engine of Jewish community growth, engagement and continuity. Taglight-Birthright Israel began with a bold idea - offering a free, life-changing, 10 day trip to israel for young Jewish adults between the ages of 18 and 26. Founded in 1999 by a remarkable group of committed Jewish philanthropists, Taglit-Birthright Israel strengthens jewish identity, builds a lasting bond with the land and people of Israel, and reinforces solidarity of the Jewish people worldwide. The trip is available to every young Jewish adult, from every strata of society, from every level of personal experience, from every facet and dimension of contemporary Jewish life. Some key facts about Birthright's primary program: $3,000 - The Average cost for one participant to go on a Birthright Israel trip 40,000 - The average number of young jewish adults we send to Israel each year 50 - the number of states from which our alumni hail 66 - the number of countries represented by Birthright Israel participants 400,000 - The number of young jewish adults who have participated worldwide 51,000 - Birthright Israel is currently working towards an annual participation goal of 51,000 beginning the next few years. 1844025 1844025 0 NEXT: A Division of Birthright Israel Foundation connects Birthright Israel trip alumni and their peers with meaningful Jewish living and learning opportunities nationally, locally and in Israel. They also work to create a Jewish community that is ready to receive alumni, who possess diverse needs, interests and inclinations. By investing in and convening those who work with young Jewish adults, as well as offering resources and thought-leadership, they catalyze growth and stimulate opportunities for engagement. Included within the programmatic expenditures listed within this program service activity is $10,525 in grants made to other Section 501(c)(3) organizations. 79175388 true true false false false false false false false false true false false false true true false true false true true true false true false false false true false true false false false false false false false false true false false false false true true false false false true 46 0 true 51 true false false false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true false false AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NY NC ND OH OR PA RI SC TN VA WA WV WI X X DAVID SHAPIRO 2124570046 33 EAST 33RD STREET 7TH FLOOR New York NY 10016 Madlyn Abramson Director 2.0 X 0 0 Laurie Blitzer Director 2.0 X 0 0 Charles R Bronfman Vice chair 5.0 X X 0 0 Michael A Leven director 2.0 X 0 0 Mark Charendoff Director 2.0 X 0 0 Sender Cohen Director 2.0 X 0 0 Susie Gelman Chair Emeritus 5.0 X X 0 0 Joe Gutman Vice chair 5.0 X X 0 0 Jon Jacobson Director 2.0 X 0 0 Michael Jesselson Director 2.0 X 0 0 Arlene Kaufman Director 2.0 X 0 0 Ivan Kaufman Director 2.0 X 0 0 Debbie Kimel Non-voting Director (Ex-Officio) 2.0 X 0 0 Al Levitt Director 2.0 X 0 0 Sander Levy Treasurer 5.0 X X 0 0 David Mamet Director 2.0 X 0 0 Joshua Nash Director 2.0 X 0 0 Daniel S Och Chair 5.0 X X 0 0 Marlene Post Secretary 5.0 X X 0 0 Remy Roizen Director 2.0 X 0 0 Michael J Sacks Director 2.0 X 0 0 Jane Sherman Director 2.0 X 0 0 Jenna Segal Director 2.0 X 0 0 Stephen M Siderow director 2.0 X 0 0 Tracy Lerner Director (thru 07/11/2013) 2.0 X 0 0 Michael A Koss Director (thru 06/06/2013) 2.0 X 0 0 Barbara Aronson CAO 40.0 X 197142 37975 David Fisher President and CEO 40.0 X 505205 71015 S David Shapiro CFO 40.0 X 239093 34777 Jennifer Goldstone COO 40.0 X 300584 3031 Gail Hyman VP of Com & Mkt 40.0 X 244605 35797 Shira Hutt VP, gifts & strat. initiatives 40.0 X 169027 11329 Arthur Paikowsky Western Regional Director 40.0 X 258573 45149 Deborah Fuld Controller 40.0 X 150620 12101 Gary Weinstein VP, Planned Giv & Dev 40.0 X 235353 43868 Carole-Ann Levine Reg. Dir., Southern Region 40.0 X 146346 22115 serena Young Nat'l Dir., leadership & eng. 40.0 X 143447 22769 Robert P Aronson President 40.0 X 400000 Maxyne Finkelstein COO 40.0 X 146346 4130 3136341 0 344056 18 true true false THOMPSON HABIB DENISON INC 80 HAYDEN AVENUE SUITE 300 LEXINGTON MA 02421 marketing 392545 THE BRIDGESPAN GROUP INC 535 BOYLSTON STREET 10TH FLOOR BOSTON MA 02116 nonprofit advisor 250000 MSP INC 115 COMMERCE DR FREEDOM PA 15042 DIRECT MAIL 176006 3 7905988 66315750 1031275 74221738 0 21841 21841 0 0 0 0 0 1033509 1030275 3234 3234 3234 0 0 0 OTHER REVENUE 900099 10543 10543 10543 74257356 35618 1844025 1844025 0 77331363 77331363 0 1687531 416338 1271193 550476 135810 414666 2229294 549999 1679295 149474 36877 112597 518591 127944 390647 273632 67509 206123 0 123547 53547 70000 44220 44220 0 439188 439188 0 414054 339388 74666 14045 5940 8105 379584 111945 267639 339136 244582 94554 0 683804 149793 534011 313075 182523 130552 0 91451 43705 47746 0 0 161413 38750 122663 47403 11380 36023 POSTAGE AND DELIVERY 260731 20295 240436 COMMUNICATIONS 62943 44496 18447 DUES AND SUBSCIPTIONS 33713 29918 3795 STATE REGIS. & FILING FEES 8272 8272 25828 16383 9445 88026793 79175388 2679614 6171791 230623 233099 27005627 14073195 1617242 386800 339752 873339 0 0 0 0 0 0 0 0 140040 275397 1363437 824958 635836 538479 31300 32300 0 0 0 0 0 0 0 0 30000420 16412609 979013 649876 0 0 241441 476235 0 0 0 0 0 0 0 0 0 0 0 275969 1220454 1402080 X 6162420 13457141 22617546 1553388 0 0 28779966 15010529 30000420 16412609 -13769437 X false true X true false X 71369840 51823363 46882522 101939119 74221738 346236582 0 0 71369840 51823363 46882522 101939119 74221738 346236582 145476106 200760476 95311 26350 18318 12491 21841 174311 0 0 0 4134 8176 10543 22853 346433746 0.57951 0.60565 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 671029 288631 382398 402945 355038 47907 289463 181289 108174 538479 0 DEFERRED COMPENSATION 31875 DEFERRED RENT 244094 275969 X 74257356 74257356 74257356 88026793 88026793 88026793 Part X The foundation adopted guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recongized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. the foundation has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. The tax years ending 2011, 2012 and 2013 are still open to audit for both federal and state purposes. the foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. reconciliation The Birthright Israel Foundation does not receive its own standalone audited financial statements. The Foundation's financial operations are reported in consolidated financial statements. The statements include the Foundation's related entity, Birthright Israel Next, Inc. For purposes of Form 990 reporting, the Foundation's financial data as presented in Parts XI and XII represent just the Foundation's financial information as reported (on a standalone basis) in the financial statements. true Middle East and North Africa Grantmaking 77331363 77331363 77331363 Middle East and North Africa educational trips 77331363 wire transfe 1 false false false false false false schedule F, part I, Line 2 the birthright israel foundation is the fundraising arm of taglit-birthright israel. the foundation's primary exempt mission is to provide support to this non-u.s. organization; accordingly, the majority of its grantmaking activities are conducted overseas. the foundation receives periodic reports on the use of funds from taglit-birthright israel. X X X X true AB DATA LTD 600 A B Data Drive Glendale WI 53217 FUNDRAISING false 143465 37125 106340 Thompson Habib Denison FUNDRAISING false 1645490 392545 1252945 Siegel Marketing Group Inc fundraising false 9517 1788955 439187 1359285 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NC ND OH OR PA RI SC TN VA WA WV WI true Birthright Israel Next 33 East 33rd Street New York NY 10016 263733917 501(c)(3) 1844025 educational program Jewish Funders Network 150 West 30th Street New York NY 10001 232742482 501(c)(3) 10000 general support 2 Schedule I, LIne 1 The Foundation occasionally makes grants to Jewish 501(c)(3) charities in the United States that support its mission and ultimate goal of promoting Jewish life outside of Israel. The largest grant is made to a related party, Birthright Israel Next, to promote its charitable mission. The Foundation and NEXT share a common board so all funds granted to NEXT are certain to be used in a manner that is consistent with the Foundation's charitable mission. For grants made to other organizations, the Foundation requires periodic updates on the use of the funds. No grants were made to other Section 501(c)(3) organizations in 2013. X X X X X true false false false false false false true false Robert P Aronson President 400000 400000 Barbara Aronson CAO 197142 21000 16975 235117 David Fisher President and CEO 420205 85000 41437 29578 576220 Arthur Paikowsky Western Regional Director 258573 12750 32399 303722 Deborah Fuld Controller 150620 11244 857 162721 Maxyne Finkelstein COO 28325 118021 4130 150476 S David Shapiro CFO 239093 12012 22765 273870 Gary Weinstein VP, Planned Giv & Dev 235353 11862 32006 279221 Carole-Ann Levine Reg. Dir., Southern Region 146346 2546 19569 168461 serena Young Nat'l Dir., leadership & eng. 143447 7225 15544 166216 Gail Hyman VP of Com & Mkt 244605 12225 23572 280402 margot atlas Reg. Dir., Westchester/ct/LI 131806 6341 15652 153799 Shira Hutt VP, gifts & strat. initiatives 169027 8475 2854 180356 Jennifer Goldstone COO 275584 25000 3031 303615 Schedule J, Part I line 1a- President and CEO, David Fisher, makes use of the FOundation's corporate apartment in New York. LIne 4a- In calendar year 2013, Two individuals reported on the form 990 received severance payments. Former president, Robert Aronson, and former COO, maxyne Finkelstein, received serverance payments that have been reported in Schedule J, Part II, Column (b)(iii) Line 7- The foundation provided a bonus to two individuals reported on Form 990, Part VII and Schedule J: a $25,000 bonus to COO, Jennifer Goldstone and $85,000 to President, David Fisher. All bonuses are based on meeting certain performance metrics and are required to be approved by the Board of Directors. COO Goldstone and President Fisher had no input into the bonus they received. X 23 1031275 Fair Market Value false true true Part I, Line 32B To the extent that the foundation received contributions of securities, it uses its investment broker to liquidate those assets into cash for use by the foundation in support of its charitable mission. Form 990, part VI, Line 8 In 2012 the Foundation received an advance payment from a donor for 2013. The Following is a pro-forma presentation reflecting results of operations consistent with the donors' intent: 2012 2013 ------ ------ Total revenue, as reported $101,960,863 $74,257,356 Advance payment (20,000,000) 20,000,000 ------------- ------------ Adjusted revenue $ 81,960,863 $94,257,356 ============= ============ Revenue less expenses, as reported $ 14,771,560 $(13,769,437) Advance payment (20,000,000) 20,000,000 ------------- ------------- Adjusted revenue less expenses $ (5,228,440) $ 6,230,563 ============= ============= Form 990, part VI, Line 11 the form 990 was prepared by an independent accounting firm in conjuction with the organization's financial department. a copy of the draft form 990 was circulated to the full board of trustees for discussion and comment. each board memeber was provided ample opportunity to comment on the information contained in the 990 prior to its filing with the internal revenue service. the information contained in the 990 prior to its filing with the internal revenue service. internal revenue service. the information contained in the 990 prior to its filing with the internal revenue service. its filing with the internal revenue service. FORM 990, PART VI, LINE 12 Each officer, director, trustee and key employee of the ORGANIZATION is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the ORGANIZATION. The ORGANIZATION monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are investigated immediately. FORM 990, PART VI, LINE 15 The compensation of the President and CEO, COO and CFO is reviewed annually by the independent members of the compensation committee of the board of directors who relied upon external 3rd party comparable market data in assessing the appropriateness of the total compensation to be provided to the incumbent. Compensation decisions and reports are contemporaneously documented in the minutes of the committee meeting at the time the decisions are made. For all other individuals reported on the Form 990, compensation decisions are reviewed internally by the Foundation's officers and approved by the President. FORM 990, PART VI, LINE 19 The taxpayer makes its Form 990 available to the public by retaining a copy at its place of business. The Form 990 is likewise published on the internet at www.guidestar.org. The organization's financial statements, governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion. Birthright israel next 33 East 33rd street new york NY 10016 263733917 alumni prgrm NY 501(c)(3) 7 na true false true false false false false false false false false true false false true true false true true false birthright israel next b 1844025 fmv