2013-11-15T07:28:40-06:00 2012-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2012-01-01 310537174 Jewish Federation of Cincinnati JEWI 5139851500 8499 Ridge Road Cincinnati OH 45236 Dan Fagin 5139851500 2013-11-14 1 Paula Hume P00537516 5132418313 2012 2016-03-07 17:11:31Z Shepard H Englander 8499 Ridge Road Cincinnati OH 45236 26158560 0 X www.jewishcincinnati.org X 1967 OH The Jewish Federation of Cincinnati brings our community together to care for Jews. 49 49 33 450 0 0 9717220 20306197 218017 597565 2205034 551149 1450 3450 12141721 21458361 7533509 10264412 0 0 2134339 2167707 0 0 955958 924890 1410223 10592738 13842342 1548983 7616019 88907291 107904708 38565828 45002338 50341463 62902370 The 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. 0 0 12261020 10264412 597565 The 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. 12261020 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 37 0 1 33 1 0 1 CJ OC 0 0 0 0 0 0 0 0 X 49 49 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH KY X X Debbie Rapier 5139851500 8499 Ridge Road Cincinnati OH 45236 Jeff Baden 0.80 X 0 0 0 Rob Callif left 5112 0.80 X 0 0 0 Jan Armstrong Cobb left 5112 0.80 X 0 0 0 Mitchell Cohen 0.80 X 0 0 0 Jeff Epstein 0.80 X 0 0 0 Stacey Fisher left 512012 0.80 X 0 0 0 Barry Gibberman 0.80 X 0 0 0 Gary Greenberg 0.80 X 0 0 0 Kenneth Kabel 0.80 X 0 0 0 Chase Kohn left 512012 0.80 X 0 0 0 Gloria Lipson left 512012 0.80 X 0 0 0 Larry Neuman 0.80 X 0 0 0 Nina Paul left 512012 0.80 X 0 0 0 Steven Pentelnik 0.80 X 0 0 0 Nancy Postow 0.80 X 0 0 0 Haviva Randolph 0.80 X 0 0 0 Edie Rau 0.80 X 0 0 0 Renee Roth 0.80 X 0 0 0 Andrew Shott 0.80 X 0 0 0 John Silverman 0.80 X 0 0 0 Elliot Smith 0.80 X 0 0 0 Walter Spiegel 0.80 X 0 0 0 Jon Blatt 0.80 X 0 0 0 Andi Levenson 0.80 X 0 0 0 Steve Shifman 0.80 X 0 0 0 Alan Brown 0.80 X 0 0 0 Hank Schneider 0.80 X 0 0 0 Beth Adam 0.80 X 0 0 0 Rabbi Ilana Baden 0.80 X 0 0 0 Ken Cohen Joined 512012 0.80 X 0 0 0 Nina Perlove Croog Joined 512012 0.80 X 0 0 0 Zichron Eliezer 0.80 X 0 0 0 Mark Heiman Joined 512012 0.80 X 0 0 0 Sandy Kaltman Joined 512012 0.80 X 0 0 0 Rabbi Sandford Kopnick Joined 512 0.80 X 0 0 0 Greg Landsman Joined 512012 0.80 X 0 0 0 Randy Moss Joined 512012 0.80 X 0 0 0 Jay Price Joined 512012 0.80 X 0 0 0 Abby Schwartz Joined 512012 0.80 X 0 0 0 Beth Schwartz Joined 512012 0.80 X 0 0 0 Phyliss Sewell Joined 512012 0.80 X 0 0 0 Marc Fisher 8.00 X X 0 0 0 Beth Guttman 8.00 X X 0 0 0 Andrew Berger 8.00 X X 0 0 0 Bret Caller 8.00 X X 0 0 0 Marcie Bachrach 3.00 X X 0 0 0 Arna Poupko Fisher 3.00 X X 0 0 0 Fran Coleman 3.00 X X 0 0 0 Fred Kanter 3.00 X X 0 0 0 Suzette Fisher 5.00 X X 0 0 0 William Freedman 5.00 X X 0 0 0 Tedd Friedmann 5.00 X X 0 0 0 Robert Brant 7.00 X X 0 0 0 Debbie Brant 3.00 X X 0 0 0 Jennifer Dauer 3.00 X X 0 0 0 Shepard H Englander 55.00 X 320355 0 32550 Christie Budynkiewicz 55.00 X 126616 0 18246 Sharon B Stern 55.00 X 88666 0 9912 Dan Fagin 55.00 X 58416 0 4752 Danielle V Minson 55.00 X 139265 0 13057 Jim Friedman 45.00 X 105827 0 14366 839145 0 92883 4 0 1 0 Anthem BCBS OH Group PO Box 105673 Atlanta GA 30348 Medical Insurance Premiums 162313 Fireman's Fund Ins Dept CH 10284 Palatine IL 60055 Business Insurance 129305 2 100000 20206197 1401755 20306197 Program Event Revenue 900099 597565 597565 597565 956885 956885 3450 0 3450 3450 3450 4294463 4700199 -405736 -405736 -405736 21458361 597565 0 554599 9772156 9772156 492256 492256 811835 413251 147700 250884 1083206 551880 200451 330875 24594 12182 5018 7394 113511 56435 22979 34097 134561 66852 25808 41901 50 36 10 4 23784 17289 4682 1813 335426 243823 66029 25574 112612 50939 30280 31393 91222 51076 20719 19427 36747 11943 15633 9171 90051 62047 14172 13832 579805 387755 23093 168957 39351 9323 26248 3780 Employee development 62822 33217 15613 13992 Auto expenses 19468 11481 5694 2293 Subscriptions and dues 18885 17079 1235 571 13842342 12261020 625364 955958 5275745 12390596 6342165 9195779 397718 1250103 1000000 1000000 472611 452306 2269550 1248653 937770 1020897 65580385 72920804 4430832 5183853 4470065 4490370 88907291 107904708 931864 3016679 3966084 3994857 13400 0 1000000 1000000 32654480 36990802 38565828 45002338 X 23170538 28460153 17548254 22548706 9622671 11893511 50341463 62902370 88907291 107904708 X 7616019 4796169 148719 X X 0 1 X 1 0 X 7823846 9134996 9408585 9717220 20306197 56390844 7823846 9134996 9408585 9717220 20306197 56390844 56390844 1168558 928137 906580 1095530 956885 5055690 61446534 1906650 0.91770 0.90140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120 2 7794747 0 3211343 114745 12867809 164327 1 1 11713650 1447121 1458989 528590 14091170 11951078 554954 -317665 474417 11713950 10730579 574546 1274571 628618 11951078 8465796 858319 1881508 475044 10730579 11204141 646620 -2992606 392359 8465796 0.08180 0.58760 0.33060 0 0 670587 670587 1254723 938999 315724 102396 88079 14317 228144 207875 20269 13700 13700 0 1020897 Held for other agencies 1675534 Held for Jewish Community Center 33358801 Bond Guarantee Liability 254800 Held for Jewish Family Services 1701667 36990802 26403249 4796169 148719 4944888 21458361 0 21458361 13842342 0 13842342 0 13842342 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. 1 Adath Israel Congregation 3201 East Galbraith Rd Cincinnati OH 45236 310537489 501 (c) (3) 162985 FMV S.E.E.D. and General Support American Jewish Archives 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 (c) (3) 7750 FMV Philanthropic Donations American Jewish Committee 105 W 4th Street Cincinnati OH 45202 135563393 501 (c) (3) 44590 FMV General Support American Jewish Joint Distribution Committee 711 Third Avenue New York City NY 10017 131656634 501 (c) (3) 10250 FMV General Support American Jewish World Service 45 W 36th St New York City NY 10018 222584370 501 (c) (3) 21800 FMV General Support Art Academy of Cincinnati 1212 Jackson Street Cincinnati OH 45202 311601569 501 (c) (3) 7000 FMV Philanthropic Donations Arts Wave PO Box 630561 Cincinnati OH 45263 310537138 501 (c) (3) 9180 FMV General Support Beth Adam Inc 10001 Loveland-Madeira Road Cincinnati OH 45140 310993285 501 (c) (3) 19490 FMV Philanthropic Donations Beth Israel Synagogue 50 North Sixth Hamilton OH 45011 310708269 501 (c) (3) 15500 FMV S.E.E.D.S.E.E.D. Camp Ashreinu 6700 Elbrook Ave Cincinnati OH 45237 311435998 501 (c) (3) 6666 FMV Day Camp Scholarships Camp Chabad 1863 Section Road Cincinnati OH 45237 310163231 501 (c) (3) 14166 FMV Inclusion of Special Needs Campers Camp Livingston 8401 Montgomery Road Cincinnati OH 45236 316050765 501 (c) (3) 40000 FMV Camp Scholarships Cancer Support Community 4918 Cooper Road Cincinnati OH 45242 311287785 501 (c) (3) 18350 FMV Philanthropic Donations Cedar Village 5467 Cedar Village Drive Mason OH 45040 311345871 501 (c) (3) 183985 FMV New Americans Community Support Service and General Support Cedar Village Foundation 5467 Cedar Village Drive Mason OH 45040 272598846 501 (c) (3) 60500 FMV Philanthropic Donations, JFC Golf Classic Sponsor Cedar Village Golf Classic 5467 Cedar Village Drive Mason OH 45040 272598846 501 (c) (3) 7500 FMV Philanthropic Donations, JFC Golf Classic Sponsor Center for Holocaust & Humanity Education 3101 Clifton Avenue Cincinnati OH 45220 205090993 501 (c) (3) 47500 FMV Holocaust Awareness Weeks: Israel & the Holocaust; General Support Chabad Jewish Cntr of Blue Ash 3977 Hunt Road Cincinnati OH 45236 223796223 501 (c) (3) 20030 FMV General Support Chabad of Southern Ohio 1636 Summit Road Cincinnati OH 45237 310163231 501 (c) (3) 15500 FMV General Support Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501 (c) (3) 83068 FMV General Support Cincinnati Ballet Co Inc 1555 Central Parkway Cincinnati OH 45214 316050354 501 (c) (3) 18000 FMV General Support Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 311426973 501 (c) (3) 10550 FMV General Support Cincinnati Hebrew Day School 2222 Losantiville Road Cincinnati OH 45237 310544741 501 (c) (3) 158050 FMV Scholarships/Financial Aid; general support Cincinnati Museum Center 1301 Western Avenue Cincinnati OH 45203 310536653 501 (c) (3) 13300 FMV Philanthropic Donations Cincinnati Opera 1243 Elm St Cincinnati OH 45202 310549044 501 (c) (3) 18500 FMV General Support Cincinnati Symphony Orchestra 1241 Elm St Cininnati OH 45202 310537080 501 (c) (3) 38100 FMV Philanthropic Donations Cincinnati Zoo 3400 Vine Street Cincinnati OH 45220 310537171 501 (c) (3) 6000 FMV Philanthropic Donations Congregation Beth Adam 10001 Loveland-Madeira Road Loveland OH 45140 310993285 501 (c) (3) 15500 FMV S.E.E.D. and General Support Congregation B'nai Tzedek 6280 Kugler Mill Road Cincinnati OH 45236 311301267 501 (c) (3) 11500 FMV S.E.E.D. Congregation Ohav Shalom 8100 Cornell Road Cincinnati OH 45249 310626626 501 (c) (3) 15500 FMV S.E.E.D. and General Support Congregation Sh'arei Torah 8110 Plainfield Road Cincinnati OH 45236 451263585 501 (c) (3) 9977 FMV Allocation and Philanthropic Donations Downtown Jewish Center 900 E Broward Blvd Ft Lauderdale FL 33301 202509676 501 (c) (3) 9000 FMV General Support Florence G Heller JCC 524 W Melrose Avenue Chicago IL 60657 362167758 501 (c) (3) 5000 FMV General Support FreeStoreFoodBank 1250 Tennessee Avenue Cincinnati OH 45229 237122205 501 (c) (3) 24850 FMV General Support Golf Manor Synagogue 6442 Stover Avenue Cincinnati OH 45237 310628603 501 (c) (3) 15000 FMV S.E.E.D. Gush Etzion Foundation PO Box 1030 Manchester NH 03105 311558409 501 (c) (3) 5000 FMV Philanthropic Donations Hadassah 10901 Reed Hartman Highway Cincinnati OH 45242 310667935 501 (c) (3) 11260 FMV General Support Hebrew Union College 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 (c) (3) 10418 FMV General Support and Scholarships Hillel Jewish Student Ctr 2615 Clifton Avenue Cincinnati OH 45220 316068733 501 (c) (3) 159995 FMV Jewish Continuity and College Outreach Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 310536987 501 (c) (3) 169810 FMV S.E.E.D. and General Support Israel Guide Dog Center 968 Easton Rd Ste H Warrington PA 18976 232519029 501 (c) (3) 5500 FMV General Support JEEP Jewish Education for Every Person 1995 Section Road Cincinnati OH 45237 204016862 501 (c) (3) 5600 FMV Philanthropic Donations Jewish Cemeteries of Greater 3400 Montgomery Road Cincinnati OH 45207 383711514 501 (c) (3) 42150 FMV General Support Jewish Discovery Center 7587 Central Park Blvd Mason OH 45040 311566575 501 (c) (3) 12500 FMV General Support Jewish Family Service 11223 Cornell Park Drive Cincinnati OH 45242 310744786 501 (c) (3) 457838 FMV Family Life Education, Vital and Aging Services, General Support Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 310537174 501 (c) (3) 1593593 FMV Philanthropic Donations Jewish Federation of Palm Beach 4601 Community Drive West Palm Beach FL 33417 590948696 501 (c) (3) 12550 FMV General Support Jewish Federation of the Bluegrass 1050 Chinoe Road Suite 112 Lexington KY 40502 310906786 501 (c) (3) 10000 FMV Philanthropic Donations Jewish National Fund 9918 Carver Road Suite 102 Cincinnati OH 45242 131659627 501 (c) (3) 34065 FMV General Support Jewish Telegraphic Agency 24 West 30th Street 4th Floor New York City NY 10001 130887610 501 (c) (3) 10000 FMV Allocation Jewish Vocational Service 4300 Rossplain Road Cincinnati OH 45236 310536671 501 (c) (3) 115924 FMV Employers Choice/Career Network, VIP/Long-Term Work Center,gen supp JVS Career Services 10945 Reed Hartman Highway Cincinnati OH 45236 310536671 501 (c) (3) 46759 FMV Allocation Kneseth Israel Congregation PO Box 37118 Cincinnati OH 45222 310549055 501 (c) (3) 15500 FMV S.E.E.D. Lighthouse Youth Services Inc 1501 Madison Road Cincinnati OH 45206 237046229 501 (c) (3) 7200 FMV General Support M A R C C 630 Vine Street Ste 606 Cincinnati OH 45202 310744047 501 (c) (3) 6000 FMV Interdenominational Comm. Aff. Mayerson Jewish Community Center 8485 Ridge Road Cincinnati OH 45236 310536986 501 (c) (3) 727523 FMV Financial Aid, Programming Support, Senior Services, General Support Miami University Hillel 11 E Walnut Street Oxford OH 45056 316068732 501 (c) (3) 5000 FMV Shabbat Dinners Northern Hills Synagogue 5714 Fields Ertel Road Cincinnati OH 45249 310673600 501 (c) (3) 27500 FMV S.E.E.D. and General Support Ohio Jewish Communities Inc 50 West Broad Street Columbus OH 43215 311042915 501 (c) (3) 34712 FMV Government Affairs and General Support Ohio Valley Hillel Consortium 25701 Science Park Drive Cleveland OH 44122 340714445 501 (c) (3) 8000 FMV Regional Hillel Consortium Ohio Valley Voices 6642 Branch Hill Guinea Pike Loveland OH 45140 311639795 501 (c) (3) 6700 FMV General Support Planned Parenthood of Southwestern 2314 Auburn Ave Cincinnati OH 45219 310536688 501 (c) (3) 5200 FMV Philanthropic Donations RITSS High School 2209 Losantiville Road Cincinnati OH 45237 311220131 501 (c) (3) 7500 FMV Scholarships/Financial Aid/General Support Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 310543299 501 (c) (3) 25450 FMV S.E.E.D. and General Support Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 310603959 501 (c) (3) 448652 FMV Tuition Aid Program and general support Ronald McDonald House 350 Erkenbrecher Ave Cincinnati OH 45229 310965333 501 (c) (3) 16742 FMV General Support Seven Hills School 5400 Red Bank Road Cincinnati OH 45227 310536666 501 (c) (3) 21700 FMV General Support Tecta American Zero LLC-on behalf of Rockwern Academy 6225 Wiehe Road Cincinnati OH 45237 841505685 C CORPORATION 58403 FMV CHDS/Rockwern Roof Replaced Temple Beth Sholom 610 Gladys Drive Middletown OH 45044 203801229 501 (c) (3) 10000 FMV Philanthropic Donations Temple Sholom 3100 Longmeadow Lane Cincinnati OH 45236 310584318 501 (c) (3) 15500 FMV S.E.E.D. The Jewish Day School of Allentown 2313 Pennsylvania St Allentown PA 18104 237344525 501 (c) (3) 5000 FMV Philanthropic Donations The Jewish Federations of North America 25 Broadway Suite 1700 New York City NY 10004 131624240 501 (c) (3) 1680906 FMV General Support, JDC and JAFI Support, Birthright Israel Support U S Holocaust Memorial Museum 100 Raoul Wllenberg Place SW Washington DC 20024 521309391 501 (c) (3) 5250 FMV General Support United Way of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310537502 501 (c) (3) 120000 FMV General Support University of Cincinnati 2600 Clifton Ave Cincinnati OH 45221 316000989 501 (c) (3) 8600 FMV Hilb/Philanthropic Donations University of Cincinnati Foundation 2600 Clifton Ave Cincinnati OH 45221 310896555 501 (c) (3) 39800 FMV Lichter Lecture Series and General Support University of Michigan Dept CH 10189 Palatine IL 60055 386006309 501 (c) (3) 10750 FMV Philanthropic Donations Valley Temple 145 Springfield Pike Cincinnati OH 45215 310744533 501 (c) (3) 17125 FMV S.E.E.D. and General Support Walnut Hills High School Alumni Foundation 3250 Victory Parkway Cincinnati OH 45207 311449932 501 (c) (3) 5800 FMV Philanthropic Donations Washington Institute on Near East Policy 1828 L Street NW 1050 Washington DC 20036 521376034 501 (c) (3) 10000 FMV Philanthropic Donations WGUC 1223 Central Parkway Cincinnati OH 45214 311410636 501 (c) (3) 5500 FMV Philanthropic Donations World Choir Games 700 Walnut St Suite 450 Cincinnati OH 45202 272305710 501 (c) (3) 15500 FMV Philanthropic Donations Xavier University 3800 Victory Parkway Cincinnati OH 45207 310537516 501 (c) (3) 8100 FMV Hilb/Philanthropic Donations YWCA of Cincinnati 1105 Elm Street Cincinnati OH 45202 310537178 501 (c) (3) 8700 FMV General Support 95 Scholarships 245 267662 FMV Awards 4 5000 FMV Bar/Bat Mitzvah 22 11000 FMV PEGS Grants 9 2594 FMV Camping Grants 212 206000 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. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 Shepard H Englander 292000 0 0 0 28355 0 13935 0 18615 0 352905 0 0 0 Danielle V Minson 139265 0 0 0 0 0 6246 0 6811 0 152322 0 0 0 Part I, Line 1b Discretionary dollars were donated for CEO's work in relation to organizational matters. Megan Budynkiewicz Daughter of Christie Budynkiewicz 49661 Wages and benefits 0 X 139 1401755 Selling Price 0 0 1 1 Third Party Use: Part I, Line 32b: We use various brokers to sell donated stock. Form 990, Part VI, Section A, line 2 Debbie 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 11 The 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 12c Conflict of interest forms are sent out annually; results are complied and reviewed for any possible disclosures. Form 990, Part VI, Section B, line 15 Every 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 19 The 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Changes in value of beneficial interest in perpetual trust 148,719. Audit Oversight Form 990, Part XII, Line 2c The Finance and Administration Committee oversees the audit and the process has not changed in the current year.