2012-10-11T12:40:48-05:00 2011-12-31 611249194 LISA P CASTLE CPA CFP 3141 BEAUMONT CENTRE CI STE 102 LEXINGTON KY 40513 990 2011-01-01 310906786 JEWISH FEDERATION OF THE BLUEGRASS INC JEWI 8592680672 1050 CHINOE ROAD NO 112 LEXINGTON KY 40502 JUDY WORTMAN 8592680672 2012-08-22 1 LISA P CASTLE CPA CFP P00365775 8592191219 X 2011 2016-02-24 21:20:13Z JUDY WORTMAN 1050 CHINOE ROAD NO 112 LEXINGTON KY 40502 370469 0 X WWW.JEWISHLEXINGTON.ORG X 1977 KY IN 2011 WE CONTINUED TO SERVE THE JEWISH COMMUNITY OF CENTRAL KY AND THOSE ABROAD WITH CONTINUING AND NEW PROGRAMS. WE HAD A SUCCESSFUL FUNDRAISING YEAR, IN PART DUE TO A GALA FUNDRAISER HONORING A COUPLE WHO ARE BELOVED PHILANTHROPISTS. TWO NEW PROGRAMS WERE ADDED THIS YEAR. THE FIRST IS PART OF A NATIONAL PROGRAM WHICH IS 60% FUNDED BY THE HAROLD GRINSPOON FOUNDATION, THIS PROGRAM PROVIDES MONTHLY JEWISH BOOKS TO JEWISH CHILDREN AGES 6 MOS TO 8 YRS, JUST UNDER 100 CHILDREN ARE ENROLLED IN THE PROGRAM. WE ALSO PROVIDE QUARTERLY SOCIAL AND EDUCATIONAL PROGRAM FOR THESE CHILDREN AND THEIR FAMILIES. THE SECOND NEW PROGRAM WE INSTITUTED WAS THE GLOBAL DAY OF JEWISH LEARNING. WE CONTINUED ALL OF OUR OTHER PROGRAMS INCLUDING CAMP SHALOM(WHICH SAW DECREASE IN # OF CAMPERS BUT INCREASE IN # OF NEED BASED SCHOLARSHIPS), LUNCH & LEARN W/THE RABBIS, LEISURE CLUB FOR SENIORS, EMERGENCY FUNDS FOR THOSE IN NEED, COMMUNITY VOLUNTEER PROGRAMS, FUNDING FOR BEN YAKIR YOUTH VILLAGE IN ISRAEL, ETC. 24 24 25 100 6947 0 335247 343101 32620 26295 3566 1009 -1236 64 370197 370469 69013 62664 0 0 195417 159192 0 0 0 103106 117925 367536 339781 2661 30688 162610 194044 2542 3288 160068 190756 X THE MISSION OF THE FEDERATION IS TO SERVE THE JEWISH PEOPLE AND ITS IDEALS LOCALLY, IN ISRAEL, AND THROUGHOUT THE WORLD. THROUGH COORDINATED FUNDRAISING, COMMUNITY WIDE PROGRAMMING, SOCIAL SERVICES, EDUCATIONAL AND OTHER ACTIVITIES, THE FEDERATION SEEKS TO:1. BUILD COMMUNITY2. PROVIDE ASSITANCE FOR THOSE IN NEED3. ENHANCE JEWISH IDENTITY4. DEVELOP EFFECTIVE JEWISH LEADERS5. COMBAT ANTI-SEMITISM AND OTHER FORMS OF DISCRIMINATION6. FOSTER AN UNDERSTANDING OF JEWISH CULTURE AND RELIGION 1 0 41564 SHALOM NEWSPAPER - THIS NEWSPAPER IS COMPRISED OF 10 ISSUES PER YEAR AND PROVIDES THE LATEST NEWS AND INFORMATION ABOUT EVENTS STEMMING FROM LOCAL JEWISH CONGREGATIONS AND JEWISH ORGANIZATIONS, AS WELL AS ARTICLES ON TOPICS OF INTEREST TO THE JEWISH COMMUNITY. 31089 JEWISH FAMILY SERVICES - MAJOR SERVICES PROVIDED INCLUDE CASE MANAGEMENT, CRISIS INTERVENTION, ASSISTANCE TO OLDER ADULTS, PROCESSING REQUESTS FOR FINANCIAL ASSISTANCE, RESETTLEMENT AND ACCULTURATION OF NEW AMERICANS, ASSESSMENT AND REFERRAL OF INDIVIDUALS WITH SPECIAL NEEDS, FAMILY LIFE EDUCATION, AND ADVOCACY FOR MEMBERS OF THE JEWISH COMMUNITY. 43297 FUND HORSEBACK RIDING THERAPY AND MUSIC THERAPY PROGRAMS AT THE BEN YAKIR YOUTH VILLAGE IN ISRAEL. BEN YAKIR IS A RESIDENTIAL SCHOOL AND TREATMENT CENTER FOR DISADVANTAGED BOYS WHO ARE UNABLE TO FUNCTION IN THEIR OWN HOMES AND LOCAL SCHOOLS. 9180 445 JEWISH EDUCATION PROVIDED TO THE COMMUNITY THROUGH OCCASIONAL LECTURES, MUSICAL PROGRAMS AND DISCUSSIONS. 1644 TIKKUN LEXINGTON IS THE JEWISH FEDERATION VOLUNTEER CORPS. IT OFTEN WORKS IN PARTNERSHIP WITH THE SOCIAL ACTION COMMITTEES OF OUR LOCAL CONGREGATIONS. THE NAME "TIKKUN LEXINGTON" IS DERIVED FROM THE JEWISH VALUE OF TIKKUN OLAM, OR REPAIRING THE WORLD. THE VOLUNTEER OPPORTUNITIES DEVELOPED BY TIKKUN LEXINGTON FOCUS ON HELPING THOSE IN NEED AND IN BEING AN INTEGRAL PART OF OUR CITY AND OUR REGION. 25659 2651 VARIOUS COMMUNITY ACTIVITIES TO PROMOTE JEWISH CULTURE SUCH AS A JEWISH FILM SERIES WHERE 4 INTERNATIONAL FILMS ON JEWISH THEMES WERE SHOWN TO THE COMMUNITY, A DECEMBER PROGRAM AND HANUKKAH CELEBRATION AND A YOM HA ATZMAUT PROGRAM TO CELEBRATE ISRAEL'S INDEPENDENCE DAY. 17944 BUILD COMMUNITY RELATIONS THROUGH THE FOLLOWING; LIAISON WITH NON-JEWISH ORGANIZATIONS, COORDINATE FEDERATION'S PARTICIPATION IN JOINT COMMUNAL EFFORTS, EDUCATE THE JEWISH COMMUNITY CONCERNING SOCIAL ACTION ISSUES, PROVIDE INFORMATION ABOUT ISRAEL AND THE MIDDLE EAST, BE A SOURCE OF BACKGROUND ON JEWISH COMMUNITIES IN FOREIGN LANDS, ADVOCATE FOR ISRAEL, FOR HUMAN RIGHTS, AND FOR JEWISH CAUSES, SPONSOR THE ANNUAL YOM HA SHOAH OBSERVANCE 750 DUES TO SUPPORT ISRAEL ACTION NETWORK WHICH WORKS TO COUNTERACT ANTI-ISRAEL ACTIVITY 11475 DUES TO SUPPORT THE PARENT ORGANIZATION, JEWISH FEDERATIONS OF NORTH AMERICA 21332 16275 SPONSOR DAY CAMP, "CAMP SHALOM" FOR CHILDREN TO PROMOTE FUN AND UNITY IN JEWISH COMMUNITY 1500 HILLEL ALLOCATION - SUPPORT THE LOCAL UNIVERSITY CHAPTER OF HILLEL THAT OFFERS ACTIVITIES & SOCIAL ACTION FOR STUDENTS IN THE JEWISH COMMUNITY 89484 19371 205434 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 9 0 1 25 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X EXECUTIVE DIRECTOR 8592680672 CORPORATE ADDRESS LEXINGTON KY 40502 ROBERT GROSSMAN 3.00 X X 0 0 0 GARY YARUS 2.00 X X 0 0 0 HANNA SMITH 2.00 X X 0 0 0 BILL LUCAS 2.00 X X 0 0 0 EVALYN BLOCK 1.00 X 0 0 0 LINDA RAVVIN 1.00 X 0 0 0 DIANA CLEWETT 1.00 X 0 0 0 JANE CHAPUT 1.00 X 0 0 0 SUSAN COBIN 1.00 X 0 0 0 GAIL COHEN 1.00 X 0 0 0 JENN GARLIN 1.00 X 0 0 0 EVELYN DANTZIC-GELLER 1.00 X 0 0 0 MICHAEL GROSSMAN 1.00 X 0 0 0 LARRY KANT 1.00 X 0 0 0 MINNA KATZ-BROWN 1.00 X 0 0 0 AMY FAUST MAYER 1.00 X 0 0 0 JENNIFER MILLER 1.00 X 0 0 0 BETTY NIGOFF 1.00 X 0 0 0 KATHYE SCHATTNER 1.00 X 0 0 0 KAE SCHENNBERG 1.00 X 0 0 0 DAVID SHAKIB 1.00 X 0 0 0 MARTY SOLOMON 1.00 X 0 0 0 ELISSA WEINSTEIN 1.00 X 0 0 0 DAVID WEKSTEIN 1.00 X 0 0 0 JUDY WORTMAN 40.00 X 71500 0 0 71500 0 0 0 0 0 0 0 53599 289502 5166 343101 CAMP SHALOM INCOME 900099 16275 16275 SHALOM NEWSPAPER 541800 6924 6924 COMMUNITY ACTIVITIES I 900099 2651 2651 JEWISH EDUCATION INCOM 900099 445 445 26295 1009 1009 78 0 78 78 COPIER USEAGE INCOME 561499 23 23 UNREALIZED GAIN/(LOSS) 900099 -37 -37 -14 370469 19371 6947 1050 58124 58124 4540 4540 130259 76173 54086 2892 1541 1351 15544 7281 8263 10497 6450 4047 8052 8052 77 77 24499 22229 2270 668 668 18485 4080 14405 5191 5191 16494 2160 14334 1072 930 142 4578 4578 165 165 2498 610 1888 2941 235 2706 PROGRAM SUPPLIES 12768 12768 CAMPAIGN FACILITIES & M 11158 11158 EMPLOYEE BONUS 5000 5000 FAMILY SERVICES EMERGEN 2035 2035 2244 1700 544 339781 205434 134347 0 93734 120650 50733 56629 6746 5283 28587 17105 11397 11482 162610 194044 2542 3288 2542 3288 X 0 0 0 0 160068 190756 160068 190756 162610 194044 30688 0 X 0 0 0 X 374258 314014 333618 335247 343101 1700238 16394 21704 25018 27904 19371 110391 390652 335718 358636 363151 362472 1810629 30318 26532 56846 33037 36865 183598 123070 84300 265754 57750 76950 607824 153388 110832 322600 90787 113815 791422 1019207 2204 60433 19574 3566 1009 86786 2204 60433 19574 3566 1009 86786 6155 6947 13102 4059 11253 8780 41 24133 396915 407404 386990 372872 370469 1934650 0.52680 0.52850 0.04490 0.04390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55901 805 77 56629 0.90240 0.09760 1 0 11804 1512 10292 16783 15593 1190 11482 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD DESIGNATED/QUASI-ENDOWMENT FUNDS HAVE BEEN SET ASIDE FOR USE IN EMERGENCY SITUATIONS AS THE BOARD DEEMS NECESSARY. THE PERMANENT ENDOWMENT FUND HAS BEEN ASIDE AND THE INCOME EARNED IS TO BE USED FOR PROGRAMS OF THE FEDERATION. 1 JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 55523 $11,475 ANNUAL DUES TO PARENT ORGANIZATION; $750 DESIGNATED FOR THE ISRAEL ACTION NETWORK; $43,298 DESIGNATED TO SUPPORT THE BEN YAKIR YOUTH ORGANIZATION IN ISRAEL BIRTHRIGHT OF ISRAEL FOUNDATION P O BOX 1784 NEW YORK NY 10156 134092050 501(C)(3) 1101 PROVIDE FINANCIAL SUPPORT TO ORGANIZATION THAT ASSURES THE GIFT OF THE 10-DAY BIRTHRIGHT ISRAEL EDUCATIONAL TRIP TO EVERY JEWISH YOUNG ADULT UNIVERSITY OF KY HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE C/O N SCHOENBERG 125 MEDICAL BEHAVIORAL SCIENCE BLDG UNIVERSITY LEXINGTON KY 405360086 616001218 501(C)(3) 1500 SUPPORT THE LOCAL UNIVERSITY CHAPTER OF HILLEL THAT OFFERS ACTIVITIES & SOCIAL ACTION FOR STUDENTS IN THE JEWISH COMMUNITY 3 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION RECEIVES REPORTS FROM THE AGENCY REGARDING THE USE OF THE FUNDS AND IN CERTAIN CASES ON-SITE VISITS ARE MADE TO VERIFY USE OF FUNDS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 NEW PROGRAMS BEGAN IN 2011 WERE THE PJ LIBRARY, WHICH PROVIDES CHILDREN AGE 6 MONTHS TO 8 YEARS A NEW JEWISH BOOK EACH MONTH AND IS PART OF A NATIONAL PROGRAM, AND THE SECOND NEW PROGRAM WAS THE GLOBAL DAY OF JEWISH LEARNING. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR AND THE STAFF REVIEW THE FORM 990 BEFORE IT IS FILED. A FINAL COPY IS MADE AVAILABLE TO EVERY BOARD MEMBER BUT THE BOARD OF DIRECTORS DOES NOT UNDERTAKE A REVIEW OF THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A LETTER IS MAILED TO BOARD MEMBERS ANNUALLY AND THE EXECUTIVE DIRECTOR FOLLOWS UP WHERE NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE KEY EMPLOYEES ARE HIRED THROUGH THE PLACEMENT SERVICE OF THE NATIONAL PARENT ORGANIZATION, JEWISH FEDERATIONS OF NORTH AMERICA (JFNA). THE JFNA MAKES RECOMMENDATIONS REGARDING THE SALARY FOR THE EXECUTIVE DIRECTOR BASED UPON COMPARABLE POSITIONS IN OTHER LOCAL OFFICES. DUE TO BUDGETARY CONSTRAINTS OF THE ORGANIZATION, THE STARTING SALARY OFFERED TO THE MOST RECENT EXECUTIVE DIRECTOR WAS $20,000 LOWER THAN THE RECOMMENDATION OF JFNA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FORM 990 ARE AVAILABLE BY REQUEST THROUGH THE ORGANIZATION'S OFFICE. JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY STREET STE 1700 NEW YORK NY 100041010 131624240 REPRESENTS LOCAL JEWISH FEDERATIONS & COMMUNITIES NY 501(C)(3) LINE 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0