JEWISH FEDERATION OF CINCINNATI: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF CINCINNATI (EIN 31-0537174)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201313199349300526
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-15T07:28:40-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN311119890EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Barnes Dennig & Co LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1150 East Fourth StreetAddressLine1
CityCincinnatiCity
StateOHState
ZIP Code45202ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN310537174EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of CincinnatiBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone5139851500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18499 Ridge RoadAddressLine1
CityCincinnatiCity
StateOHState
ZIP Code45236ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDan FaginName
TitleChief Operating OfficerTitle
Phone5139851500Phone
Date Signed2013-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaula HumeName
PTINP00537516PTIN
Phone5132418313Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonShepard H EnglanderNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18499 Ridge RoadAddressLine1
CityCincinnatiCity
StateOHState
ZIP Code45236ZIPCode
FieldValueIRS element (for citing)
Gross Receipts26158560GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.jewishcincinnati.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1967YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionThe Jewish Federation of Cincinnati brings our community together to care for Jews.ActivityOrMissionDescription
Nbr Voting Members Governing Body49NbrVotingMembersGoverningBody
Nbr Independent Voting Members49NbrIndependentVotingMembers
Total Nbr Employees33TotalNbrEmployees
Total Nbr Volunteers450TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year9717220ContributionsGrantsPriorYear
Contributions Grants Current Year20306197ContributionsGrantsCurrentYear
Program Service Revenue Prior Year218017ProgramServiceRevenuePriorYear
Program Service Revenue CY597565ProgramServiceRevenueCY
Investment Income Prior Year2205034InvestmentIncomePriorYear
Investment Income Current Year551149InvestmentIncomeCurrentYear
Other Revenue Prior Year1450OtherRevenuePriorYear
Other Revenue Current Year3450OtherRevenueCurrentYear
Total Revenue Prior Year12141721TotalRevenuePriorYear
Total Revenue Current Year21458361TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year7533509GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY10264412GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2134339SalariesEtcPriorYear
Salaries Etc Current Year2167707SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year955958TotalFundrsngExpCurrentYear
Other Expense Prior Year924890OtherExpensePriorYear
Other Expenses Current Year1410223OtherExpensesCurrentYear
Total Expenses Prior Year10592738TotalExpensesPriorYear
Total Expenses Current Year13842342TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1548983RevenuesLessExpensesPriorYear
Revenues Less Expenses CY7616019RevenuesLessExpensesCY
Total Assets BOY88907291TotalAssetsBOY
Total Assets EOY107904708TotalAssetsEOY
Total Liabilities BOY38565828TotalLiabilitiesBOY
Total Liabilities EOY45002338TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY50341463NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY62902370NetAssetsOrFundBalancesEOY
Mission DescriptionThe Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense12261020Expense
Grants10264412Grants
Revenue597565Revenue
DescriptionThe Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies.Description
Total Program Service Expense12261020TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109637NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees33NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Name Of Foreign CountryOCNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members49NbrVotingGoverningBodyMembers
Number Independent Voting Members49NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Debbie RapierBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5139851500TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18499 Ridge RoadAddressLine1
CityCincinnatiCity
StateOHState
ZIP Code45236ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (61 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
Jeff Baden
Member0.80X000
Rob Callif left 5112
Member0.80X000
Jan Armstrong Cobb left 5112
Member0.80X000
Mitchell Cohen
Member0.80X000
Jeff Epstein
Member0.80X000
Stacey Fisher left 512012
Member0.80X000
Barry Gibberman
Member0.80X000
Gary Greenberg
Member0.80X000
Kenneth Kabel
Member0.80X000
Chase Kohn left 512012
Member0.80X000
Gloria Lipson left 512012
Member0.80X000
Larry Neuman
Member0.80X000
Nina Paul left 512012
Member0.80X000
Steven Pentelnik
Member0.80X000
Nancy Postow
Member0.80X000
Haviva Randolph
Member0.80X000
Edie Rau
Member0.80X000
Renee Roth
Member0.80X000
Andrew Shott
Member0.80X000
John Silverman
Member0.80X000
Elliot Smith
Member0.80X000
Walter Spiegel
Member0.80X000
Jon Blatt
Member0.80X000
Andi Levenson
Member0.80X000
Steve Shifman
Member0.80X000
Alan Brown
Member0.80X000
Hank Schneider
Member0.80X000
Beth Adam
Member0.80X000
Rabbi Ilana Baden
Member0.80X000
Ken Cohen Joined 512012
Member0.80X000
Nina Perlove Croog Joined 512012
Member0.80X000
Zichron Eliezer
Member0.80X000
Mark Heiman Joined 512012
Member0.80X000
Sandy Kaltman Joined 512012
Member0.80X000
Rabbi Sandford Kopnick Joined 512
Member0.80X000
Greg Landsman Joined 512012
Member0.80X000
Randy Moss Joined 512012
Member0.80X000
Jay Price Joined 512012
Member0.80X000
Abby Schwartz Joined 512012
Member0.80X000
Beth Schwartz Joined 512012
Member0.80X000
Phyliss Sewell Joined 512012
Member0.80X000
Marc Fisher
Past President8.00X000X
Beth Guttman
Past President8.00X000X
Andrew Berger
President8.00X000X
Bret Caller
President/ Past President8.00X000X
Marcie Bachrach
Vice President3.00X000X
Arna Poupko Fisher
Vice President3.00X000X
Fran Coleman
Vice President3.00X000X
Fred Kanter
Vice President3.00X000X
Suzette Fisher
Vice President5.00X000X
William Freedman
Vice President5.00X000X
Tedd Friedmann
Vice President5.00X000X
Robert Brant
Vice President7.00X000X
Debbie Brant
Vice President3.00X000X
Jennifer Dauer
Vice President3.00X000X
Shepard H Englander
Chief Executive Officer55.00320355032550X
Christie Budynkiewicz
Chief Financial Officer55.00126616018246X
Sharon B Stern
Chief Operating Officer55.008866609912X
Dan Fagin
Chief Operating Officer55.005841604752X
Danielle V Minson
Director of Development55.00139265013057X
Jim Friedman
Director of Planned Giving45.00105827014366X
FieldValueIRS element (for citing)
Total Reportable Comp From Org839145TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation92883TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Anthem BCBS OH Group
PO Box 105673AtlantaGA30348Medical Insurance Premiums162313
Fireman's Fund Ins
Dept CH 10284PalatineIL60055Business Insurance129305
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Federated Campaigns100000FederatedCampaigns
All Other Contributions20206197AllOtherContributions
Noncash Contributions1401755NoncashContributions
Total Contributions20306197TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionProgram Event RevenueDescription
Business Code900099BusinessCode
Total Revenue Column597565TotalRevenueColumn
Related Or Exempt Function Income597565RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue597565TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column956885TotalRevenueColumn
Exclusion$956,885ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real3450Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3450Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3450TotalRevenueColumn
Exclusion$3,450ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4294463Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities4700199Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-405736Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-405736TotalRevenueColumn
Exclusion-$405,736ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column21458361TotalRevenueColumn
Related Or Exempt Function Income597565RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$554,599ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total9772156Total
Program Services9772156ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total492256Total
Program Services492256ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total811835Total
Program Services413251ProgramServices
Management And General147700ManagementAndGeneral
Fundraising250884Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1083206Total
Program Services551880ProgramServices
Management And General200451ManagementAndGeneral
Fundraising330875Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total24594Total
Program Services12182ProgramServices
Management And General5018ManagementAndGeneral
Fundraising7394Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total113511Total
Program Services56435ProgramServices
Management And General22979ManagementAndGeneral
Fundraising34097Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total134561Total
Program Services66852ProgramServices
Management And General25808ManagementAndGeneral
Fundraising41901Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total50Total
Program Services36ProgramServices
Management And General10ManagementAndGeneral
Fundraising4Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total23784Total
Program Services17289ProgramServices
Management And General4682ManagementAndGeneral
Fundraising1813Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total335426Total
Program Services243823ProgramServices
Management And General66029ManagementAndGeneral
Fundraising25574Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total112612Total
Program Services50939ProgramServices
Management And General30280ManagementAndGeneral
Fundraising31393Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total91222Total
Program Services51076ProgramServices
Management And General20719ManagementAndGeneral
Fundraising19427Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total36747Total
Program Services11943ProgramServices
Management And General15633ManagementAndGeneral
Fundraising9171Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total90051Total
Program Services62047ProgramServices
Management And General14172ManagementAndGeneral
Fundraising13832Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total579805Total
Program Services387755ProgramServices
Management And General23093ManagementAndGeneral
Fundraising168957Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total39351Total
Program Services9323ProgramServices
Management And General26248ManagementAndGeneral
Fundraising3780Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Employee development62822332171561313992
Auto expenses194681148156942293
Subscriptions and dues18885170791235571

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total13842342Total
Program Services12261020ProgramServices
Management And General625364ManagementAndGeneral
Fundraising955958Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5275745BOY
EOY12390596EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY6342165BOY
EOY9195779EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY397718BOY
EOY1250103EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1000000BOY
EOY1000000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY472611BOY
EOY452306EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2269550LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1248653LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY937770BOY
EOY1020897EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY65580385BOY
EOY72920804EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4430832BOY
EOY5183853EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4470065BOY
EOY4490370EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY88907291BOY
EOY107904708EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY931864BOY
EOY3016679EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY3966084BOY
EOY3994857EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY13400BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1000000BOY
EOY1000000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY32654480BOY
EOY36990802EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY38565828BOY
EOY45002338EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY23170538BOY
EOY28460153EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY17548254BOY
EOY22548706EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY9622671BOY
EOY11893511EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY50341463BOY
EOY62902370EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY88907291BOY
EOY107904708EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses7616019ReconcilationRevenueExpenses
Reconciliation Unrealized Invest4796169ReconciliationUnrealizedInvest
Reconcilation Other Changes148719ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7823846CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9134996CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9408585CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9717220CurrentTaxYearMinus1Year
Current Tax Year20306197CurrentTaxYear
Total56390844Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7823846CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9134996CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9408585CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9717220CurrentTaxYearMinus1Year
Current Tax Year20306197CurrentTaxYear
Total56390844Total
FieldValueIRS element (for citing)
Public Support Total17056390844PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1168558CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years928137CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years906580CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1095530CurrentTaxYearMinus1Year
Current Tax Year956885CurrentTaxYear
Total5055690Total
FieldValueIRS element (for citing)
Total Support61446534TotalSupport
Gross Receipts From Admissions Etc1906650GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.91770PublicSupportPertcentage170
Public Support Pertcent Prior Year0.90140PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held120NumberDAFsHeld
Number Funds Held2NumberFundsHeld
Donor Advised Contributions7794747DonorAdvisedContributions
Contrib To Funds And Other Accounts0ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds3211343GrantsPaidFromDonorFunds
Grants Funds And Other Accounts114745GrantsFundsAndOtherAccounts
Aggregate DAF Value12867809AggregateDAFValue
Aggregate Fund Value164327AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance11713650BeginningOfYearBalance
Contributions1447121Contributions
Investment Earnings Or Losses1458989InvestmentEarningsOrLosses
Other Expenditures528590OtherExpenditures
End Of Year Balance14091170EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance11951078BeginningOfYearBalance
Contributions554954Contributions
Investment Earnings Or Losses-317665InvestmentEarningsOrLosses
Other Expenditures474417OtherExpenditures
End Of Year Balance11713950EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance10730579BeginningOfYearBalance
Contributions574546Contributions
Investment Earnings Or Losses1274571InvestmentEarningsOrLosses
Other Expenditures628618OtherExpenditures
End Of Year Balance11951078EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance8465796BeginningOfYearBalance
Contributions858319Contributions
Investment Earnings Or Losses1881508InvestmentEarningsOrLosses
Other Expenditures475044OtherExpenditures
End Of Year Balance10730579EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance11204141BeginningOfYearBalance
Contributions646620Contributions
Investment Earnings Or Losses-2992606InvestmentEarningsOrLosses
Other Expenditures392359OtherExpenditures
End Of Year Balance8465796EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.08180BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.58760PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.33060TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis670587OtherCostOrOtherBasis
Book Value670587BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1254723OtherCostOrOtherBasis
Depreciation938999Depreciation
Book Value315724BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis102396OtherCostOrOtherBasis
Depreciation88079Depreciation
Book Value14317BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis228144OtherCostOrOtherBasis
Depreciation207875Depreciation
Book Value20269BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis13700OtherCostOrOtherBasis
Depreciation13700Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1020897TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
Held for other agencies$1,675,534
Held for Jewish Community Center$33,358,801
Bond Guarantee Liability$254,800
Held for Jewish Family Services$1,701,667
FieldValueIRS element (for citing)
Total Of Amounts36990802TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt26403249TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments4796169NetUnrealizedGainsInvestments
Other Revenues148719OtherRevenues
Revenue Not Rptd F9904944888RevenueNotRptdF990
Revenue Subtotal21458361RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99021458361TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt13842342TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal13842342ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99013842342TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of Intended Use of Endowment Funds:Part V, Line 4:Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support.
Part XI, Line 2d - Other Adjustments:Changes in value of beneficial interest in perpetual trust 148,719.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (84 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
Adath Israel Congregation
3201 East Galbraith RdCincinnatiOH45236310537489501 (c) (3)162985FMVS.E.E.D. and General Support
American Jewish Archives
3101 Clifton AvenueCincinnatiOH45220310537067501 (c) (3)7750FMVPhilanthropic Donations
American Jewish Committee
105 W 4th StreetCincinnatiOH45202135563393501 (c) (3)44590FMVGeneral Support
American Jewish Joint Distribution Committee
711 Third AvenueNew York CityNY10017131656634501 (c) (3)10250FMVGeneral Support
American Jewish World Service
45 W 36th StNew York CityNY10018222584370501 (c) (3)21800FMVGeneral Support
Art Academy of Cincinnati
1212 Jackson StreetCincinnatiOH45202311601569501 (c) (3)7000FMVPhilanthropic Donations
Arts Wave
PO Box 630561CincinnatiOH45263310537138501 (c) (3)9180FMVGeneral Support
Beth Adam Inc
10001 Loveland-Madeira RoadCincinnatiOH45140310993285501 (c) (3)19490FMVPhilanthropic Donations
Beth Israel Synagogue
50 North SixthHamiltonOH45011310708269501 (c) (3)15500FMVS.E.E.D.S.E.E.D.
Camp Ashreinu
6700 Elbrook AveCincinnatiOH45237311435998501 (c) (3)6666FMVDay Camp Scholarships
Camp Chabad
1863 Section RoadCincinnatiOH45237310163231501 (c) (3)14166FMVInclusion of Special Needs Campers
Camp Livingston
8401 Montgomery RoadCincinnatiOH45236316050765501 (c) (3)40000FMVCamp Scholarships
Cancer Support Community
4918 Cooper RoadCincinnatiOH45242311287785501 (c) (3)18350FMVPhilanthropic Donations
Cedar Village
5467 Cedar Village DriveMasonOH45040311345871501 (c) (3)183985FMVNew Americans Community Support Service and General Support
Cedar Village Foundation
5467 Cedar Village DriveMasonOH45040272598846501 (c) (3)60500FMVPhilanthropic Donations, JFC Golf Classic Sponsor
Cedar Village Golf Classic
5467 Cedar Village DriveMasonOH45040272598846501 (c) (3)7500FMVPhilanthropic Donations, JFC Golf Classic Sponsor
Center for Holocaust & Humanity Education
3101 Clifton AvenueCincinnatiOH45220205090993501 (c) (3)47500FMVHolocaust Awareness Weeks: Israel & the Holocaust; General Support
Chabad Jewish Cntr of Blue Ash
3977 Hunt RoadCincinnatiOH45236223796223501 (c) (3)20030FMVGeneral Support
Chabad of Southern Ohio
1636 Summit RoadCincinnatiOH45237310163231501 (c) (3)15500FMVGeneral Support
Children's Hospital Medical Center
3333 Burnet AveCincinnatiOH45229310833936501 (c) (3)83068FMVGeneral Support
Cincinnati Ballet Co Inc
1555 Central ParkwayCincinnatiOH45214316050354501 (c) (3)18000FMVGeneral Support
Cincinnati Community Kollel
2241 Losantiville AvenueCincinnatiOH45237311426973501 (c) (3)10550FMVGeneral Support
Cincinnati Hebrew Day School
2222 Losantiville RoadCincinnatiOH45237310544741501 (c) (3)158050FMVScholarships/Financial Aid; general support
Cincinnati Museum Center
1301 Western AvenueCincinnatiOH45203310536653501 (c) (3)13300FMVPhilanthropic Donations
Cincinnati Opera
1243 Elm StCincinnatiOH45202310549044501 (c) (3)18500FMVGeneral Support
Cincinnati Symphony Orchestra
1241 Elm StCininnatiOH45202310537080501 (c) (3)38100FMVPhilanthropic Donations
Cincinnati Zoo
3400 Vine StreetCincinnatiOH45220310537171501 (c) (3)6000FMVPhilanthropic Donations
Congregation Beth Adam
10001 Loveland-Madeira RoadLovelandOH45140310993285501 (c) (3)15500FMVS.E.E.D. and General Support
Congregation B'nai Tzedek
6280 Kugler Mill RoadCincinnatiOH45236311301267501 (c) (3)11500FMVS.E.E.D.
Congregation Ohav Shalom
8100 Cornell RoadCincinnatiOH45249310626626501 (c) (3)15500FMVS.E.E.D. and General Support
Congregation Sh'arei Torah
8110 Plainfield RoadCincinnatiOH45236451263585501 (c) (3)9977FMVAllocation and Philanthropic Donations
Downtown Jewish Center
900 E Broward BlvdFt LauderdaleFL33301202509676501 (c) (3)9000FMVGeneral Support
Florence G Heller JCC
524 W Melrose AvenueChicagoIL60657362167758501 (c) (3)5000FMVGeneral Support
FreeStoreFoodBank
1250 Tennessee AvenueCincinnatiOH45229237122205501 (c) (3)24850FMVGeneral Support
Golf Manor Synagogue
6442 Stover AvenueCincinnatiOH45237310628603501 (c) (3)15000FMVS.E.E.D.
Gush Etzion Foundation
PO Box 1030ManchesterNH03105311558409501 (c) (3)5000FMVPhilanthropic Donations
Hadassah
10901 Reed Hartman HighwayCincinnatiOH45242310667935501 (c) (3)11260FMVGeneral Support
Hebrew Union College
3101 Clifton AvenueCincinnatiOH45220310537067501 (c) (3)10418FMVGeneral Support and Scholarships
Hillel Jewish Student Ctr
2615 Clifton AvenueCincinnatiOH45220316068733501 (c) (3)159995FMVJewish Continuity and College Outreach
Isaac M Wise Temple
8329 Ridge RoadCincinnatiOH45236310536987501 (c) (3)169810FMVS.E.E.D. and General Support
Israel Guide Dog Center
968 Easton Rd Ste HWarringtonPA18976232519029501 (c) (3)5500FMVGeneral Support
JEEP Jewish Education for Every Person
1995 Section RoadCincinnatiOH45237204016862501 (c) (3)5600FMVPhilanthropic Donations
Jewish Cemeteries of Greater
3400 Montgomery RoadCincinnatiOH45207383711514501 (c) (3)42150FMVGeneral Support
Jewish Discovery Center
7587 Central Park BlvdMasonOH45040311566575501 (c) (3)12500FMVGeneral Support
Jewish Family Service
11223 Cornell Park DriveCincinnatiOH45242310744786501 (c) (3)457838FMVFamily Life Education, Vital and Aging Services, General Support
Jewish Federation of Cincinnati
8499 Ridge RoadCincinnatiOH45236310537174501 (c) (3)1593593FMVPhilanthropic Donations
Jewish Federation of Palm Beach
4601 Community DriveWest Palm BeachFL33417590948696501 (c) (3)12550FMVGeneral Support
Jewish Federation of the Bluegrass
1050 Chinoe Road Suite 112LexingtonKY40502310906786501 (c) (3)10000FMVPhilanthropic Donations
Jewish National Fund
9918 Carver Road Suite 102CincinnatiOH45242131659627501 (c) (3)34065FMVGeneral Support
Jewish Telegraphic Agency
24 West 30th Street 4th FloorNew York CityNY10001130887610501 (c) (3)10000FMVAllocation
Jewish Vocational Service
4300 Rossplain RoadCincinnatiOH45236310536671501 (c) (3)115924FMVEmployers Choice/Career Network, VIP/Long-Term Work Center,gen supp
JVS Career Services
10945 Reed Hartman HighwayCincinnatiOH45236310536671501 (c) (3)46759FMVAllocation
Kneseth Israel Congregation
PO Box 37118CincinnatiOH45222310549055501 (c) (3)15500FMVS.E.E.D.
Lighthouse Youth Services Inc
1501 Madison RoadCincinnatiOH45206237046229501 (c) (3)7200FMVGeneral Support
M A R C C
630 Vine Street Ste 606CincinnatiOH45202310744047501 (c) (3)6000FMVInterdenominational Comm. Aff.
Mayerson Jewish Community Center
8485 Ridge RoadCincinnatiOH45236310536986501 (c) (3)727523FMVFinancial Aid, Programming Support, Senior Services, General Support
Miami University Hillel
11 E Walnut StreetOxfordOH45056316068732501 (c) (3)5000FMVShabbat Dinners
Northern Hills Synagogue
5714 Fields Ertel RoadCincinnatiOH45249310673600501 (c) (3)27500FMVS.E.E.D. and General Support
Ohio Jewish Communities Inc
50 West Broad StreetColumbusOH43215311042915501 (c) (3)34712FMVGovernment Affairs and General Support
Ohio Valley Hillel Consortium
25701 Science Park DriveClevelandOH44122340714445501 (c) (3)8000FMVRegional Hillel Consortium
Ohio Valley Voices
6642 Branch Hill Guinea PikeLovelandOH45140311639795501 (c) (3)6700FMVGeneral Support
Planned Parenthood of Southwestern
2314 Auburn AveCincinnatiOH45219310536688501 (c) (3)5200FMVPhilanthropic Donations
RITSS High School
2209 Losantiville RoadCincinnatiOH45237311220131501 (c) (3)7500FMVScholarships/Financial Aid/General Support
Rockdale Temple
8501 Ridge RoadCincinnatiOH45236310543299501 (c) (3)25450FMVS.E.E.D. and General Support
Rockwern Academy
8401 Montgomery RoadCincinnatiOH45236310603959501 (c) (3)448652FMVTuition Aid Program and general support
Ronald McDonald House
350 Erkenbrecher AveCincinnatiOH45229310965333501 (c) (3)16742FMVGeneral Support
Seven Hills School
5400 Red Bank RoadCincinnatiOH45227310536666501 (c) (3)21700FMVGeneral Support
Tecta American Zero LLC-on behalf of Rockwern Academy
6225 Wiehe RoadCincinnatiOH45237841505685C CORPORATION58403FMVCHDS/Rockwern Roof Replaced
Temple Beth Sholom
610 Gladys DriveMiddletownOH45044203801229501 (c) (3)10000FMVPhilanthropic Donations
Temple Sholom
3100 Longmeadow LaneCincinnatiOH45236310584318501 (c) (3)15500FMVS.E.E.D.
The Jewish Day School of Allentown
2313 Pennsylvania StAllentownPA18104237344525501 (c) (3)5000FMVPhilanthropic Donations
The Jewish Federations of North America
25 Broadway Suite 1700New York CityNY10004131624240501 (c) (3)1680906FMVGeneral Support, JDC and JAFI Support, Birthright Israel Support
U S Holocaust Memorial Museum
100 Raoul Wllenberg Place SWWashingtonDC20024521309391501 (c) (3)5250FMVGeneral Support
United Way of Greater Cincinnati
2400 Reading RoadCincinnatiOH45202310537502501 (c) (3)120000FMVGeneral Support
University of Cincinnati
2600 Clifton AveCincinnatiOH45221316000989501 (c) (3)8600FMVHilb/Philanthropic Donations
University of Cincinnati Foundation
2600 Clifton AveCincinnatiOH45221310896555501 (c) (3)39800FMVLichter Lecture Series and General Support
University of Michigan
Dept CH 10189PalatineIL60055386006309501 (c) (3)10750FMVPhilanthropic Donations
Valley Temple
145 Springfield PikeCincinnatiOH45215310744533501 (c) (3)17125FMVS.E.E.D. and General Support
Walnut Hills High School Alumni Foundation
3250 Victory ParkwayCincinnatiOH45207311449932501 (c) (3)5800FMVPhilanthropic Donations
Washington Institute on Near East Policy
1828 L Street NW 1050WashingtonDC20036521376034501 (c) (3)10000FMVPhilanthropic Donations
WGUC
1223 Central ParkwayCincinnatiOH45214311410636501 (c) (3)5500FMVPhilanthropic Donations
World Choir Games
700 Walnut St Suite 450CincinnatiOH45202272305710501 (c) (3)15500FMVPhilanthropic Donations
Xavier University
3800 Victory ParkwayCincinnatiOH45207310537516501 (c) (3)8100FMVHilb/Philanthropic Donations
YWCA of Cincinnati
1105 Elm StreetCincinnatiOH45202310537178501 (c) (3)8700FMVGeneral Support
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants95TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuation
Scholarships245267662FMV
Awards45000FMV
Bar/Bat Mitzvah2211000FMV
PEGS Grants92594FMV
Camping Grants212206000

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Procedure for Monitoring Grants in the U.S.:Part I, Line 2:Schedule I, Part I, Line 2: I. Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A. Agency Mission Statement B. Current listing of Agency's Board of Directors C. IRS Letter indicating tax-exempt status D. Projected program budget for 2012 or 2013 fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E. Actual program budget for 2012 or last completed fiscal year. F. Estimated program budget for the rest of 2012 or current fiscal year. G. Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H. Overall organization's corresponding fiscal year budget (attached to each program application.) I. A copy of your audited financial statements for your most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site visits to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and the site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations.
Jewish Federation of Cincinnati reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA , and the American Jewish Joint Distribution Committee (JDC) - both 501 (c) (3) organizations-- each file a separate Form 990 and detailed Schedules F.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AccountXDiscretionarySpendingAccount
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Shepard H Englander
Chief Executive Officer292000000283550139350186150352905000
Danielle V Minson
Director of Development139265000006246068110152322000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 1bReturnReference
ExplanationDiscretionary dollars were donated for CEO's work in relation to organizational matters.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonMegan BudynkiewiczNamePerson
FieldValueIRS element (for citing)
RelationshipDaughter of Christie BudynkiewiczRelationship
Amount Of Transaction49661AmountOfTransaction
Description Of TransactionWages and benefitsDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions139NumberOfContributions
Noncash Contribs Rptd F9901401755NoncashContribsRptdF990
Method Of Determining RevenuesSelling PriceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierThird Party Use:Identifier
Return ReferencePart I, Line 32b:ReturnReference
ExplanationWe use various brokers to sell donated stock.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 2Debbie Brant and Robert Brant have a family relationship. Stacey Fisher, Marc Fisher and Suzette Fisher have a family relationship. Walter Spiegel and Sharon Spiegel have a family relationship. Ilana Baden and Jeff Baden have a family relationship.
Form 990, Part VI, Section B, line 11The CFO reviewed the 990 and a public disclosure copy was subsequently provided to the Board of Directors before filing.
Form 990, Part VI, Section B, line 12cConflict of interest forms are sent out annually; results are complied and reviewed for any possible disclosures.
Form 990, Part VI, Section B, line 15Every three years, the Executive Committee, which is a board-designated committee, reviews and sets the CEO's salary and benefits package, resulting in a three year contract. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained.
Form 990, Part VI, Section C, line 19The organization's governing documents are available on the Ohio Secretary of State's website. The financial statements are available on the organization's website. The conflict of interest policy is available upon request.
Form 990, Part XI, line 9:Changes in value of beneficial interest in perpetual trust 148,719.Changes in Net Assets or Fund Balances:
Form 990, Part XII, Line 2cThe Finance and Administration Committee oversees the audit and the process has not changed in the current year.Audit Oversight

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