2013-10-10T19:34:49-05:00 2012-12-31 GRANT THORNTON LLP 666 THIRD AVENUE NEW YORK NY 100174057 990 2012-01-01 134092050 Birthright Israel Foundation % DAVID SHAPIRO BIRT 2124570052 33 EAST 33RD STREET 7TH FLoor Suite NEW YORK NY 10016 DAVID SHAPIRO 2124570043 2013-10-10 true Scott Thompsett 2125990100 2012 2016-02-24 21:20:13Z David Shapiro 33 EAST 33RD STREET 7TH FLoor New York NY 10016 102312314 false X www.birthrightisrael.org X 1999 NY Our mission at the Birthright Israel Foundation is to build our base of financial support to assure that the gift of a 10-day Birthright Israel educational trip is available to every Jewish young adult. 27 27 53 0 0 46882522 101939119 0 0 55470 13568 4134 8176 46942126 101960863 47287680 77828903 0 0 4854096 6087370 20572 352953 5968128 3033277 2920077 55195625 87189303 -8253499 14771560 14684454 30000420 676048 1220454 14008406 28779966 X THE BIRTHRIGHT ISRAEL FOUNDATION ("THE FOUNDATION") WAS INCORPORATED ON DECEMBER 10, 1999. IT WAS FORMED TO SUPPORT THE EDUCATION OF MEMBERS OF THE JEWISH COMMUNITY OUTSIDE OF ISRAEL ABOUT JUDAISM, TO STRENGTHEN THE UNDERSTANDING OF THEIR HERITAGE, AND TO FOSTER STRONGER BONDS BETWEEN THE JEWS OF DIASPORA AND THE STATE OF ISRAEL. IN FURTHERANCE OF THESE PURPOSES, THE FOUNDATION PROVIDES FUNDING TO ENABLE INDIVIDUALS AGED 18-26 TO PARTICIPATE IN AN EDUCATIONAL PEER-GROUP TRIP TO ISRAEL. ADDITIONALLY, EDUCATIONAL PROGRAMS HAVE BEEN DEVELOPED TO TARGET PARTICIPANTS WHO HAVE RETURNED FROM ISRAEL TO ENHANCE THEIR ISRAEL EXPERIENCE AND STRENGTHEN THEIR BOND WITH THE JEWISH COMMUNITY BOTH IN NORTH AMERICA AND ISRAEL. false false 75881085 75881085 0 Taglit Birthright Israel - the foundation provides a gift of first time, peer group, educational tripS to Israel for jewish young adults ages 18 TO 26 from around the world. taglit birthright Israel is a unique partnership between private philanthropists through the birthright Israel foundation; the people of Israel through the government of israel; and Jewish communities around the world (north AmericaN Jewish federations, keren hayesod and the Jewish agency for israel). The mission is to send tens of thousands of young Jewish adults from all over the world to Israel as a gift to diminish the growing division between israel and jewish communities around the world; to strengthen the sense of solidarity between israeli youth and jewish communities throughout the world; and to promote the idea of a trip to israel for all diaspora jews as a critical part of jewish life outside of israel. 1947818 1947818 0 NEXT: A Division of Birthright Israel Foundation connects Birthright Israel trip alumni and their peers with meaningful Jewish living and learning opportunities nationally, locally and in Israel. They also work to create a Jewish community that is ready to receive alumni, who possess diverse needs, interests and inclinations. By investing in and convening those who work with young Jewish adults, as well as offering resources and thought-leadership, they catalyze growth and stimulate opportunities for engagement. 77828903 true true false false false false false false false false true false false false false true false true false true true true false true false false false true false true false false false false false false false false true false false false false true true true false false true 36 0 true 53 true false false false false false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true false false AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NY NC ND OH OR PA RI SC TN VA WA WV WI X X DAVID SHAPIRO 2124570046 33 EAST 33RD STREET 7TH FLOOR New York NY 10016 Madlyn Abramson 2.0 X 0 0 0 Laurie Blitzer 2.0 X 0 0 0 Traci Lerner 2.0 X 0 0 0 Charles R Bronfman 5.0 X X 0 0 0 Michael A Leven 2.0 X 0 0 0 Mark Charendoff 2.0 X 0 0 0 Sender Cohen 2.0 X 0 0 0 Cheryl Einhorn 2.0 X 0 0 0 Susie Gelman 5.0 X X 0 0 0 Joe Gutman 5.0 X X 0 0 0 Jon Jacobson 2.0 X 0 0 0 Michael Jesselson 2.0 X 0 0 0 Arlene Kaufman 2.0 X 0 0 0 Ivan Kaufman 2.0 X 0 0 0 Debbie Kimel Non-voting 2.0 X 0 0 0 Al Levitt 2.0 X 0 0 0 Sander Levy 5.0 X X 0 0 0 David Mamet 2.0 X 0 0 0 Joshua Nash 2.0 X 0 0 0 Daniel S Och 5.0 X X 0 0 0 Marlene Post 5.0 X X 0 0 0 Remy Roizen 2.0 X 0 0 0 Michael J Sacks 2.0 X 0 0 0 Jane Sherman 2.0 X 0 0 0 Jenna Segal 2.0 X 0 0 0 Michael Koss 2.0 X 0 0 0 Bonnie Tisch 2.0 X 0 0 0 Stephen M Siderow 2.0 X 0 0 0 Robert P Aronson 40.0 X 369270 0 31140 Barbara Aronson 40.0 X 200676 0 38967 David Fisher 40.0 X 146373 0 7402 Maxyne Finkelstein 40.0 X 293537 0 24561 S David Shapiro 40.0 X 226464 0 32698 Arthur Paikowsky 40.0 X 252173 0 43943 Gail Hyman 40.0 X 239201 0 34517 Deborah Fuld 40.0 X 145000 0 15403 Gary Weinstein 40.0 X 232308 0 36485 Jeffry Cohen 40.0 X 221102 0 29479 Harriet Zeitlin 40.0 X 154518 0 31287 Dorothy Kauffman 40.0 X 162409 0 38001 2643031 0 363883 18 false true false AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 direct mail 342001 SSI US INC PO BOX 98991 CHICAGO IL 60693 executive search 195753 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 legal 167384 THOMPSON HABIB DENISON INC 80 HAYDEN AVENUE SUITE 300 LEXINGTON MA 02421 marketing 156292 THE BRIDGESPAN GROUP INC 535 BOYLSTON STREET 10TH FLOOR BOSTON MA 02116 nonprofit advisor 125000 5 10786946 91152173 355051 101939119 0 12491 12491 0 0 0 0 0 352528 351451 1077 1077 1077 0 0 0 OTHER REVENUE 900099 8176 8176 8176 101960863 21744 1947818 1947818 0 75881085 75881085 0 1221653 413125 808528 0 3852140 1302675 2549465 192879 65226 127653 518681 175402 343279 302017 102133 199884 0 82166 82152 14 36420 36420 0 352953 352953 0 697585 530152 167433 9238 5529 3709 390815 87662 303153 149082 101892 47190 0 622729 143952 478777 324874 152887 171987 0 122332 39132 83200 0 0 167641 42959 124682 39986 10247 29739 POSTAGE AND DELIVERY 160090 24517 135573 COMMUNICATIONS 64003 40096 23907 DUES AND SUBSCIPTIONS 34384 24015 10369 STATE REGIS. & FILING FEES 6103 6103 12629 5996 6633 87189303 77828903 3392272 5968128 356452 230623 7894355 27005627 5148442 1617242 325492 339752 0 0 0 0 0 0 0 0 149718 140040 1299381 663545 782295 635836 27700 31300 0 0 0 0 0 0 0 0 14684454 30000420 458979 979013 0 0 217069 241441 0 0 0 0 0 0 0 0 0 0 0 0 676048 1220454 X 8181639 6162420 5826767 22617546 0 0 14008406 28779966 14684454 30000420 14771560 X false true X true false X 48606830 71369840 51823363 46882522 101939119 320621674 0 0 48606830 71369840 51823363 46882522 101939119 320621674 126187224 194434450 249475 95311 26350 18318 12491 401945 0 0 0 0 4134 8176 12310 321035929 0.60565 0.63280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 665866 204172 461694 363542 318043 45499 269973 141330 128643 635836 0 0 101960863 101960863 101960863 87189303 87189303 87189303 Fin 48 Part X The foundation adopted guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recongized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. the foundation has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. The tax years ending 2010, 2011 and 2012 are still open to audit for both federal and state purposes. the foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. reconciliation The Birthright Israel Foundation does not receive its own standalone audited financial statements. The Foundation's financial operations are reported in consolidated financial statements. The statements include the Foundation's related entity, Birthright Israel Next, Inc. For purposes of Form 990 reporting, the Foundation's financial data as presented in Parts XI and XII represent just the Foundation's financial information as reported (on a standalone basis) in the financial statements. true Middle East and North Africa 0 0 Grantmaking 75881085 0 0 0 0 75881085 75881085 Middle East and North Africa educational trips 75881085 wire transfe 1 false false false false false false schedule F, part I, Line 2 the birthright israel foundation is the fundraising arm of taglit-birthright israel. the foundation's primary exempt mission is to provide support to this non-u.s. organization; accordingly, the majority of its grantmaking activities are conducted overseas. the foundation receives periodic reports on the use of funds from taglit-birthright israel. X X X X true AB DATA LTD 600 ab data drive milwaukee WI 53217 FUNDRAISING false 872254 179028 693226 thompson habib denison 80 hayden avenue suite 300 lexington MD 02421 FUNDRAISING false 939083 156292 782791 Siegel Marketing Group Inc 1845 N Farwell Avenue Suite 300 Milwaukee WI 532021715 fundraising false 15568 17633 1826905 352953 1476017 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MI MN MO NH NJ NM NC ND OH OR PA RI SC TN VA WA WV WI true Birthright Israel Next 33 East 33rd Street New York NY 10016 263733917 501(c)(3) 1937500 educational program 1 Schedule I, LIne 1 The Foundation occasionally makes grants to Jewish 501(c)(3) charities in the United States that support its mission and ultimate goal of promoting Jewish life outside of Israel. The largest grant is made to a related party, Birthright Israel Next, to promote its charitable mission. The Foundation and NEXT share a common board so all funds granted to NEXT are certain to be used in a manner that is consistent with the Foundation's charitable mission. For grants made to other organizations, the Foundation requires periodic updates on the use of the funds. No grants were made to other Section 501(c)(3) organizations in 2012. X X X X false false false false false false false true false Robert P Aronson 369270 0 0 0 12500 18640 400410 0 Barbara Aronson 200676 0 0 0 32368 6599 239643 0 David Fisher 146373 0 0 0 0 7402 153775 0 Arthur Paikowsky 252173 0 0 0 12500 31443 296116 0 Deborah Fuld 145000 0 0 0 14500 903 160403 0 Maxyne Finkelstein 283537 0 10000 0 12500 12061 318098 0 S David Shapiro 219464 0 7000 0 11350 21348 259162 0 Gary Weinstein 232308 0 0 0 11600 24885 268793 0 Jeffry Cohen 221102 0 0 0 6563 22916 250581 0 Harriet Zeitlin 154518 0 0 0 2600 28687 185805 0 Gail Hyman 239201 0 0 0 11850 22667 273718 0 Dorothy Kauffman 162409 0 0 0 8250 29751 200410 0 Schedule J, Part I Line 7 The foundation provided a bonus to two individuals reported on Form 990, Part VII and Schedule J: a $10,000 bonus to COO, Maxyne Finkelstein and $7,000 to CFO, David Shapiro. All bonuses are based on meeting certain performance metrics and are required to be approved by the Board of Directors. COO Finkelstein and CFO Shapiro had no input into the bonus they received. X 1 355051 Fair Market Value false true true Part I, Line 32B To the extent that the foundation received contributions of securities, it uses its investment broker to liquidate those assets into cash for use by the foundation in support of its charitable mission. Form 990, part VI, Line 11 the form 990 was prepared by a nationally renowned accounting firm in conjuction with the organization's financial department. a copy of the draft form 990 was circulated to the full board of trustees for discussion and comment. each board memeber was provided ample opportunity to comment on the information contained in the 990 prior to its filing with the internal revenue service. FORM 990, PART VI, LINE 12 Each officer, director, trustee and key employee of the ORGANIZATION is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position with the ORGANIZATION. The ORGANIZATION monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are investigated immediately. FORM 990, PART VI, LINE 15 The compensation of the CEO, COO and CFO is reviewed annually by the independent members of the compensation committee of the board of directors who relied upon external 3rd party comparable market data gathered by a compensation adviser in assessing the appropriateness of the total compensation to be provided to the incumbent. Compensation decisions and reports are contemporaneously documented in the minutes of the committee meeting at the time the decisions are made. For all other individuals reported on the Form 990, compensation decisions are reviewed internally by the Foundation's officers and approved by the President. FORM 990, PART VI, LINE 19 The taxpayer makes its Form 990 available to the public by retaining a copy at its place of business. The Form 990 is likewise published on the internet at www.guidestar.org. The organization's financial statements, governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion. Birthright israel next 33 East 33rd street new york NY 10016 263733917 alumni prgrm NY 501(c)(3) 7 na true false true false false false false false false false false true false false true true false true true false birthright israel next b 1937500 fmv