JEWISH FEDERATION OF GREATER KANSAS CITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER KANSAS CITY (EIN 44-0545913)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-05-02
- IRS object ID
- 201321229349300607
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-02T08:48:17-04:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | House Park Dobratz & Wiebler PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 West 47th Street Suite 301 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440545913 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER KANSAS CITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARK SHUSTER | InCareOfName |
| Name Control | JEWI | NameControl |
| Phone | 9133278100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 WEST 115TH STREET SUITE 201 | AddressLine1 |
| City | OVERLAND PARK | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Todd Stettner | Name |
| Title | Executive Director | Title |
| Date Signed | 2013-04-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169313393 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Todd Stettner | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 W 115th St Ste 201 | AddressLine1 |
| City | Overland Park | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7005393 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | jewishkansascity.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | THE JEWISH FEDERATION OF GREATER KANSAS CITY'S MISSION IS TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME, AND AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 55 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 5144995 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6008727 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 289670 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 173348 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1106487 | InvestmentIncomePriorYear |
| Investment Income Current Year | 634344 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 104916 | OtherRevenuePriorYear |
| Other Revenue Current Year | 900 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6646068 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6817319 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3743046 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3740285 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1881434 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1807133 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 644167 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1534556 | OtherExpensePriorYear |
| Other Expenses Current Year | 1241407 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7159036 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6788825 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -512968 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 28494 | RevenuesLessExpensesCY |
| Total Assets BOY | 19782197 | TotalAssetsBOY |
| Total Assets EOY | 21685634 | TotalAssetsEOY |
| Total Liabilities BOY | 2339859 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2174384 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17442338 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19511250 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE JEWISH FEDERATION OF GREATER KANSAS CITY'S MISSION IS TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME, AND AROUND THE WORLD. TO ACHIEVE OUR MISSION, WE WORK WITH THE KANSAS CITY COMMUNITY TO RAISE FUNDS FOR PROGRAMS IN 5 CATEGORIES: SAFETY NET SERVICES, YOUTH AND FAMILY SERVICES, SENIOR ADULT SERVICES, JEWISH IDENTITY & EDUCATION AND ISRAEL & OVERSEAS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3740285 | Expense |
| Description | GRANTS TO IRS APPROVED CHARITIES - SEE STATEMENT I | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 428841 | Expense |
| Description | THE FEDERATION'S JEWISH EDUCATION DIVISION CREATES AND IMPLEMENTS PROGRAMS IN SUPPORT OF DEVELOPING AND MAINTAINING A HIGH QUALITY JEWISH EDUCATION FOR CHILDREN AND ADULTS, IN FORMAL AND INFORMAL SETTINGS ACROSS THE KANSAS CITY JEWISH COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 345974 | Expense |
| Description | THE FEDERATION'S COMMUNITY RELATIONS AGENCY, JCRB/AJC, ADVOCATES AND EDUCATES TO ELIMINATE INJUSTICE AND DISCRIMINATION HERE AT HOME, REGARDING ISRAEL AND THROUGHOUT THE WORLD. THE JCRB/AJC WORKS TO BUILD AND NURTURE BRIDGES WITH OTHER FAITHS AND MINORITY GROUPS, ETHNIC COMMUNITIES, GOVERNMENT OFFICIALS, EDUCATORS, THE MEDIA AND THE CIVIC COMMUNITY. | Description |
Activity Other ActivityOther (4 entries)
| DescriptionDescription | ExpenseExpense |
|---|---|
| THE FEDERATION LEADERSHIP DEVELOPMENT | |
| & COMM AFFINITY PROGRAMMING DIVISIONS CREATE | |
| A CONTINUUM OF LEADERSHIP DEVELOPMENT & COMM | |
| PROGRAMS THAT DEVELOP EFFECTIVE LEADERS. | 981248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 981248 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 5496348 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 55 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK SHUSTER | NamePerson |
| Telephone Number | 9133278100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 W 115TH ST STE 201 | AddressLine1 |
| City | Overland Park | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WILLIAM CARR | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Sandy Passer | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| DAVID GALE | |||||||
| Vice President | 2.0 | X | 0 | 0 | 0 | X | |
| Amanda Morgan | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| SARAH BEREN | |||||||
| Secretary | 2.0 | X | 0 | 0 | 0 | X | |
| Paul Himmelstein | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| MIRIAM SCHARF | |||||||
| President | 20.0 | X | 0 | 0 | 0 | X | |
| Seth Freiden | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| PATRICIA UHLMANN | |||||||
| VICE PRESIDENT | 2.0 | X | 0 | 0 | 0 | X | |
| STACEY BELZER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| STAN BUSHMAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JOHN ISENBERG | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Lisa Bernard | |||||||
| DIRECTOR | 1.0 | X | |||||
| WARD KATZ | |||||||
| Vice President | 2.0 | X | 0 | 0 | 0 | X | |
| JIM KLEIN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| BETH LISS | |||||||
| DIRECTOR | 1.0 | X | |||||
| MYRA LITMAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LINDA LYON | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SHANNY MORGENSTERN | |||||||
| Vice President | 2.0 | X | 0 | 0 | 0 | X | |
| KAREN PACK | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| BOB PALAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| AMY SHAPIRO | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JOSH SOSLAND | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| IRA STOLZER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Steve Ruben | |||||||
| Treasurer | 6.0 | X | 0 | 0 | 0 | X | |
| Polly Kramer | |||||||
| Vice President | 2.0 | X | 0 | 0 | 0 | X | |
| Bari Freiden | |||||||
| Vice President | 2.0 | X | 0 | 0 | 0 | X | |
| Trudy Jacobson | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| TODD STETTNER | |||||||
| EXECUTIVE DIRECTOR | 40.0 | 196402 | 34439 | X | |||
| MARVIN SZNELER | |||||||
| JCRB EXECUTIVE DIRECTOR | 40.0 | 99627 | 15469 | X | |||
| MARK SHUSTER | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 92222 | 15577 | X | |||
| ALAN EDELMAN | |||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.0 | 111437 | 6800 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 499688 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 72285 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JEWISH COMMUNITY CAMPUS OF GTR KC | |||||
| 5801 W 115TH ST SUITE 100 | OVERLAND PARK | KS | 66211 | RENT/EXP REIMB | 174287 |
| UNITED HEALTHCARE | |||||
| DEPT CH 10151 | PALATINE | IL | 60055 | INSURANCE PROVIDER | 184218 |
| Blue Cross Blue Shield | |||||
| PO box 801714 | KANSAS CITY | MO | 64180 | Insurance provider | 125637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 496335 | FundraisingEvents |
| All Other Contributions | 5512392 | AllOtherContributions |
| Noncash Contributions | 122119 | NoncashContributions |
| Total Contributions | 6008727 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER PROGRAMS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 173348 | TotalRevenueColumn |
| Related Or Exempt Function Income | 173348 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 173348 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 429020 | TotalRevenueColumn |
| Exclusion | $429,020 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 205324 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29550 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 496335 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 188074 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -158524 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 159424 | TotalRevenueColumn |
| Related Or Exempt Function Income | 159424 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 159424 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6817319 | TotalRevenueColumn |
| Related Or Exempt Function Income | 332772 | RelatedOrExemptFunctionIncome |
| Exclusion | $429,020 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3740285 | Total |
| Program Services | 3740285 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510096 | Total |
| Program Services | 293611 | ProgramServices |
| Management And General | 156485 | ManagementAndGeneral |
| Fundraising | 60000 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1013511 | Total |
| Program Services | 532683 | ProgramServices |
| Management And General | 147631 | ManagementAndGeneral |
| Fundraising | 333197 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41129 | Total |
| Program Services | 20791 | ProgramServices |
| Management And General | 10278 | ManagementAndGeneral |
| Fundraising | 10060 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135338 | Total |
| Program Services | 68413 | ProgramServices |
| Management And General | 33821 | ManagementAndGeneral |
| Fundraising | 33104 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107059 | Total |
| Program Services | 54117 | ProgramServices |
| Management And General | 26755 | ManagementAndGeneral |
| Fundraising | 26187 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21566 | Total |
| Management And General | 21566 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146398 | Total |
| Management And General | 146398 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231775 | Total |
| Program Services | 175000 | ProgramServices |
| Management And General | 516 | ManagementAndGeneral |
| Fundraising | 56259 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54190 | Total |
| Program Services | 35920 | ProgramServices |
| Management And General | 3581 | ManagementAndGeneral |
| Fundraising | 14689 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87411 | Total |
| Program Services | 27778 | ProgramServices |
| Management And General | 42339 | ManagementAndGeneral |
| Fundraising | 17294 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159107 | Total |
| Program Services | 94164 | ProgramServices |
| Management And General | 28285 | ManagementAndGeneral |
| Fundraising | 36658 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150488 | Total |
| Program Services | 142611 | ProgramServices |
| Management And General | 7877 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31204 | Total |
| Program Services | 9361 | ProgramServices |
| Management And General | 14042 | ManagementAndGeneral |
| Fundraising | 7801 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12973 | Total |
| Program Services | 7678 | ProgramServices |
| Management And General | 2306 | ManagementAndGeneral |
| Fundraising | 2989 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| MISSIONS | 231208 | 206298 | 24910 | |
| TELEPHONE | 16878 | 9952 | 3161 | 3765 |
| MISCELLANEOUS | 22156 | 18103 | 2738 | 1315 |
| PRINTING AND MARKETING | 41021 | 26346 | 13993 | 682 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35032 | Total |
| Program Services | 33237 | ProgramServices |
| Management And General | 668 | ManagementAndGeneral |
| Fundraising | 1127 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6788825 | Total |
| Program Services | 5496348 | ProgramServices |
| Management And General | 648310 | ManagementAndGeneral |
| Fundraising | 644167 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595525 | BOY |
| EOY | 533471 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1957698 | BOY |
| EOY | 2087017 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110433 | BOY |
| EOY | 105938 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83328 | BOY |
| EOY | 66350 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 461895 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 402732 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65877 | BOY |
| EOY | 59163 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684806 | BOY |
| EOY | 711833 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16284530 | BOY |
| EOY | 18121862 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19782197 | BOY |
| EOY | 21685634 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180232 | BOY |
| EOY | 167844 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2088848 | BOY |
| EOY | 2003332 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70779 | BOY |
| EOY | 3208 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2339859 | BOY |
| EOY | 2174384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 444869 | BOY |
| EOY | 1766905 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3849223 | BOY |
| EOY | 4496099 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13148246 | BOY |
| EOY | 13248246 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17442338 | BOY |
| EOY | 19511250 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19782197 | BOY |
| EOY | 21685634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 28494 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2040418 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17811420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8123517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6035287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5178755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6008727 | CurrentTaxYear |
| Total | 43157706 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17811420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8123517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6035287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5178755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6008727 | CurrentTaxYear |
| Total | 43157706 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3696605 | AmountsSubstContributorsTotal |
| Public Support Total170 | 39461101 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 270243 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 478798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 454564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 476601 | CurrentTaxYearMinus1Year |
| Current Tax Year | 429020 | CurrentTaxYear |
| Total | 2109226 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -370515 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -359438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 141381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 159424 | CurrentTaxYear |
| Total | -283961 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 44982971 | TotalSupport |
| Public Support Pertcentage170 | 0.87725 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88377 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12125645 | BeginningOfYearBalance |
| Contributions | 100000 | Contributions |
| Investment Earnings Or Losses | 1829984 | InvestmentEarningsOrLosses |
| Other Expenditures | 627307 | OtherExpenditures |
| End Of Year Balance | 13428322 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13114220 | BeginningOfYearBalance |
| Contributions | 3725 | Contributions |
| Investment Earnings Or Losses | -319791 | InvestmentEarningsOrLosses |
| Other Expenditures | 672509 | OtherExpenditures |
| End Of Year Balance | 12125645 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12423832 | BeginningOfYearBalance |
| Contributions | 227472 | Contributions |
| Investment Earnings Or Losses | 1093027 | InvestmentEarningsOrLosses |
| Other Expenditures | 630111 | OtherExpenditures |
| End Of Year Balance | 13114220 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10182763 | BeginningOfYearBalance |
| Contributions | 1730000 | Contributions |
| Investment Earnings Or Losses | 762551 | InvestmentEarningsOrLosses |
| Other Expenditures | 251482 | OtherExpenditures |
| End Of Year Balance | 12423832 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 296246 | OtherCostOrOtherBasis |
| Depreciation | 237599 | Depreciation |
| Book Value | 58647 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 165649 | OtherCostOrOtherBasis |
| Depreciation | 165133 | Depreciation |
| Book Value | 516 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 59163 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS HELD IN CUSTODY | 2831652 | F |
| BENEFICIAL INTEREST IN | 15290210 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18121862 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 6817319 | TotalRevenue |
| Total Expenses | 6788825 | TotalExpenses |
| Excess Or Deficit For Year | 28494 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2040418 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2040418 | TotalAdjustments |
| Excess Or Deficit Per FS | 2068912 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8899413 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2040418 | NetUnrealizedGainsInvestments |
| Other Revenues | 188074 | OtherRevenues |
| Revenue Not Rptd F990 | 2228492 | RevenueNotRptdF990 |
| Revenue Subtotal | 6670921 | RevenueSubtotal |
| Investment Expenses Not Included | 146398 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 146398 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6817319 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6830501 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 188074 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 188074 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6642427 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 146398 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 146398 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6788825 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE D, PART V | ENDOWMENT FUNDS | ALL FEDERATION BOARD DESIGNATED FUNDS ARE HELD FOR THE DISCRETIONARY USE OF THE FEDERATION BOARD, WITHIN THE SCOPE OF THE FEDERATION'S MISSION. TERM ENDOWMENT FUNDS ARE HELD FOR THE PURPOSE SET BY THE DONOR, AND EITHER SUPPORT A SPECIFIC PROGRAM OF THE FEDERATION, OR THE ANNUAL GIVING CAMPAIGN, WHICH SUPPORTS THE MISSION OF THE FEDERATION. ALL PERMANENT ENDOWMENT FUNDS ARE RESTRICTED TO SUPPORT THE FEDERATION, OR SPECIFICALLY, THE ANNUAL GIVING CAMPAIGN OF THE FEDERATION. |
| Form 990, Schedule D Part XII and XIII | Other reconciling items - revenues and expenses | Expenses shown as direct cost of fundraising on Form 990, Part VIII, Line 8b $188,074 |
| Form 990, Schedule D, Part X, Line 2 | FIN 48 FOOTNOTE | The Federation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Federation's current accounting policy is to provide liabilities for uncertain income tax provisions when a liability is probable and estimable. The Federation has no uncertain income tax positions for the years ended September 30, 2012 and 2011. The Federation is no longer subject to audit for Federal or state purposes for periods prior to fiscal 2009. Management is not aware of any violation of its tax status as an organization exempt from income taxes. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | JCRB Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 525885 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 496335 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29550 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 188074 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 525885 | GrossReceiptsTotal |
| Charitable Contributions Total | 496335 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29550 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 188074 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 188074 | DirectExpenseSummaryEvents |
| Net Income Summary | -158524 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Bnai Birth Youth Organization | |||||||
| 2020 K Street NW | Washington | DC | 20006 | 311794932 | 501 c 3 | 48450 | Grant for local Jewish Teen BBYO programs |
| Jewish Community Center | |||||||
| 5801 W 115th Street Suite 101 | Overland Park | KS | 66211 | 440545992 | 501 c 3 | 457046 | Special Needs Children & Child Care Programs |
| Jewish Federations of North America | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501 c 3 | 1390937 | Collective National and Oversees |
| Jewish Family Services | |||||||
| 5801 W 115th Street Suite 103 | Overland Park | KS | 66211 | 440545829 | 501 c 3 | 562706 | Counseling, Elderly and Local Emergency Family Funding |
| University of Kansas - Hillel | |||||||
| 722 New Hampshire | Lawrence | KS | 66044 | 480547734 | 501 c 3 | 104535 | Student Engagement and Leadership Development |
| Hyman Brand Hebrew Academy | |||||||
| 5801 W 115th Street Suite 102 | Overland Park | KS | 66211 | 466125262 | 501 c 3 | 509700 | Tuition Assistance and Special Needs Programs |
| Rabbinical Association | |||||||
| 5801 W 115th Street Suite 103 | Overland Park | KS | 66211 | 760710693 | 501 c 3 | 11750 | Administrator Position Funding |
| Jewish Vocational Services | |||||||
| 1608 Baltimore | Kansas City | MO | 64108 | 440545994 | 501 c 3 | 70500 | Career Management Services Programs |
| Midwest Center for Holocaust Education | |||||||
| 5801 W 115th Street Suite 106 | Overland Park | KS | 66211 | 481127376 | 501 c 3 | 33050 | Teacher Education & School Outreach |
| American Jewish Joint Distribution | |||||||
| 711 Third Ave | New York | NY | 10017 | 135563393 | 501 c 3 | 199960 | Bulgaria & Romania Children & Eldery Programs |
| Village Shalom | |||||||
| 5500 W 123rd | Overland Park | KS | 66209 | 481199065 | 501 c 3 | 125000 | Indegent Elderly Financial Assistance |
| American Jewish Committee | |||||||
| 711 Third Ave | New York | NY | 10017 | 33614 | Supporting Tolerance and Human Rights Around the World | ||
| Congregation Beth Shalom | |||||||
| 14200 Lamar Ave | Overland Park | KS | 66223 | 440545988 | 501 c 3 | 30895 | Special Needs Children Day School Support |
| Camp Sabra | |||||||
| 2 Millstone Campus Drive | St Louis | MO | 64136 | 430652643 | 501 c 3 | 10450 | Summer Camp Scholarships for Youth |
| Camp Herzl | |||||||
| 7204 W 27th Steet | St Louis Park | MN | 55426 | 416009136 | 501 c 3 | 9800 | Summer Camp Scholarships for Youth |
| Community Kollel of Kansas City | |||||||
| 5801 W 115th St Ste 201 | Overland Park | KS | 66211 | 202879243 | 501 c 3 | 19345 | Disabled Home Income. Women's mission support |
| Vaad HaKashruth of Kansas City | |||||||
| 5801 W 115 St Ste 201 | Overland Park | KS | 66211 | 742808245 | 501 c 3 | 15000 | Accrue Vaad Allocation |
| Jewish Community Foundation | |||||||
| 5801 W 115th Street Suite 104 | Overland Park | KS | 66211 | 466049281 | 501 c 3 | 27600 | Education/identity initiative - return of PPTI funds |
| Travel-On | |||||||
| 900 Virginia Manor Road Suite 201 | Beltsville | MD | 20705 | 520989280 | 501 c 3 | 7538 | Youth scholarship support |
| Initiatives in Education-Israel Experts | |||||||
| PO Box 41 | Holmdel | NJ | 07733 | 512869595 | 501 c 3 | 26090 | Winter 2011 Israel Leadership mission - KU Hillel |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TEACHER EDUCATION INITATIVE AWARD | TypeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE I, PART I, LINE 2 | Identifier |
| Return Reference | GRANT MONITORING | ReturnReference |
| Explanation | ALLOCATION (GRANT) GUIDELINES AND PRIORITIES ARE CIRCULATED TO ACCREDITED AGENCIES IN ADVANCE OF THE ANNUAL DUE DATES. STAFF REVIEWS FUNDING REQUESTS TO ENSURE THEY ARE WITHIN GUIDELINES AND BOARD PRIORITIES. THE FEDERATION ONLY FUNDS PROGRAMS WITH ACCREDITED AGENCIES THAT MEET THE FUNDING PRIORITIES SET BY THE BOARD. THERE IS NO UNRESTRICED FUNDING. THE PLANNING AND ALLOCATION COMMITTEE REVIEWS REQUESTS AND RECOMMENDS ALLOCATIONS (GRANTS). THE BOARD REVIEWS AND APPROVES. A LETTER WITH ANY STIPULATION IS SENT TO EACH AGENCY ADVISING THEM OF THE AWARD. AN ONGOING DIALOGUE WITH THE AGENCY TAKES PLACE WITH THE P&A COMMITTEE DURING THE YEAR TO MONITOR PROGRAM ACTIVITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD STETTNER | NamePerson |
| Base Compensation Filing Org | 196402 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 9734 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 24705 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 230841 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 122119 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 PART VI SECTION B LINE 11 | REVIEW PROCESS | THE FORM 990 IS COMPLETED BY THE FEDERATION'S CPA, AND REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR. THE FORM IS THEN REVIEWED BY THE FEDERATION MANAGEMENT SERVICES COMMITTEE, AND BY THE FULL BOARD BEFORE FILING. |
| FORM 990 PART VI SECTION B LINE 12 | CONFLICT OF INTEREST | AT THE FIRST BOARD MEETING OF EACH NEW TERM, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PROVIDED AN EXPLANATION OF THE CONFLICT OF INTEREST POLICY CONTAINED IN THE BY-LAWS, AND ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. AT MEETINGS WHERE POLICIES ARE SET, MEMBERS VERBALLY SHARE IF THERE IS A CONFLICT AND THEY ARE NOT PERMITTED TO VOTE ON ANY DECISION THAT THEY MAY BENEFIT FROM, OR PARTICIPATE IN A DECISION RELATIVE TO ANY ORGANIZATION THAT THEY HAVE A BUSINESS INTEREST IN. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW | THE EXECUTIVE VICE PRESIDENT AND CEO works under an employment agreement which stipulates annual performance evaluations be conducted by the Board President and designated board members. Annual compensation is set based upon successful performance regarding deliverables as developed under the agreement. |
| FORM 990, PART VI, SECTION C LINE 19 | AVAILABILITY TO PUBLIC | FINANCIAL STATEMENTS AND TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AND ARE AVAILABLE AT OUR WEBSITE, WWW.JEWISHKANSASCITY.ORG. GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. |
| FORM 990, PART VI, SECTION A LINES 6 & 7 | MEMBERS | MEMBERS INCLUDE JEWISH PERSONS OVER THE AGE OF 18 WHO HAVE COMPLETED A CONTRIBUTION TO THE ANNUAL FUNDRAISING CAMPAIGN OF THE FEDERATION. MEMBERS EACH RECEIVE ONE VOTE, TO ELECT THE BOARD OF DIRECTORS, WHO WILL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING. |
| FORM 990, PART XI, LINE 5 | RECONCILIATION OF NET ASSETS | THE CHANGE IN NETS ASSETS IS A RESULT OF THE UNREALIZED GAINS ON INVESTMENTS OF $2,040,418. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SARAH BEREN TITLE:Secretary HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STACEY BELZER TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WARD KATZ TITLE:Vice President HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JIM KLEIN TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LINDA LYON TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KAREN PACK TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BOB PALAN TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOSH SOSLAND TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Trudy Jacobson TITLE:Director HOURS:1 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH COMM FOUNDATION OF GREATER KC | ||||||||||
| 5801 W 115TH STREET SUITE 104 | OVERLAND PARK | KS | 66211 | 436049281 | ADMIN FEES | KS | 501 c 3 | 7 | NA | false |
| JEWISH COMM CAMPUS OF GREATER KC | ||||||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | 431392330 | ADMIN FEES | KS | 501 c 3 | 7 | NA | false |
| JEWISH COMM CENTER OF GREATER KC | ||||||||||
| 5801 W 115TH STREET SUITE 101 | OVERLAND PARK | KS | 66211 | 440545992 | ADMIN FEES | KS | 501 c 3 | 7 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JEWISH COMMUNITY FOUNDATION OF GREATER KC | ||
| K | 13828 | Cash Paid |
| Jewish Community Campus of Greater KC | ||
| K | 77525 | Cash Paid |
| Jewish Community Center | ||
| K | 61959 | Cash Paid |
| Jewish Community Campus of Greater KC | ||
| O | 147563 | Cash Paid |
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