2012-03-01T13:46:33-06:00 2011-06-30 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2010-07-01 311794932 B'NAI B'RITH YOUTH ORGANIZATION BNAI 2028576633 2020 K STREET NW NO 7TH FL WASHINGTON DC 20006 MATTHEW GROSSMAN 2028576633 2012-03-01 1 3019519090 2010 2016-02-24 21:20:13Z MATTHEW GROSSMAN 2020 K STREET NW NO 7TH FL WASHINGTON DC 20006 22649320 0 X WWW.BBYO.ORG X 2001 DC SEE PART III, LINE 1. 41 41 251 650 0 0 10008518 11106893 8653376 11004944 121726 109425 29532 -20613 18813152 22200649 217655 746659 0 0 6550258 7035559 48707 45277 1335293 11507481 13726035 18324101 21553530 489051 647119 10678064 11890750 6635571 7079735 4042493 4811015 X ROOTED IN NEARLY 90 YEARS OF TRADITION, BBYO HAS GROWN ITS PLURALISTIC MOVEMENT OF JEWISH TEENS, ALUMNI, PARENTS, VOLUNTEERS AND PHILANTHROPISTS TO SERVE AS THE JEWISH COMMUNITY'S MOST VALUABLE PLATFORM FOR PROVIDING FUN, MEANINGFUL AND AFFORDABLE EXPERIENCES TO THE POST B'NAI MITZVAH AUDIENCE THAT INSPIRE A LASTING CONNECTION TO THE JEWISH PEOPLE. IN OVER 60 COMMUNITIES ACROSS NORTH AMERICA, JEWISH TEENS CONNECT WITH ONE ANOTHER, VOLUNTEER IN THE COMMUNITY, CELEBRATE THEIR JEWISH HERITAGE, PREPARE FOR LEADERSHIP ROLES, AND TRAVEL THE WORLD TOGETHER, ALL WITHIN A JEWISH CONTEXT. THE POWER OF THE EXPERIENCE IS PROVEN THROUGH BBYO'S 250,000 ALUMNI, WHO ARE AMONG THE MOST PROMINENT FIGURES IN BUSINESS, POLITICS, ACADEMIA, THE ARTS, AND JEWISH COMMUNAL LIFE. MANY CLAIM IT IS BBYO TO WHICH THEY "OWE IT ALL," AND RESEARCH SHOWS THAT BBYO PARTICIPATION LEADS TO POWERFUL JEWISH CONNECTIONS, ATTITUDES AND PRACTICES LATER IN LIFE. 0 0 12994976 746659 11004944 TEEN PROGRAMS & MEMBERSHIP SERVICES: BBYO PROVIDES JEWISH YOUTH VALUABLE OPPORTUNITIES TO DEVELOP THEIR LEADERSHIP SKILLS, EMBRACE THEIR ROLE IN DEMOCRACY AND CITIZENSHIP, STRENGTHEN THEIR INVOLVEMENT IN SOCIAL JUSTICE, AND INCREASE THEIR KNOWLEDGE OF JEWISH HERITAGE. THESE EXPERIENCES ARE MADE AVAILABLE TO MIDDLE AND HIGH SCHOOL TEENS THROUGH A HOST OF VARIED AND RICH PROGRAMS, SUCH AS BBYO'S AZA/BBG TEEN-LED GOVERNANCE MODEL BASED ON EXPERIENTIAL DEMOCRACY, BBYO'S VARIOUS SUMMER IMMERSIVE EXPERIENCES IN DOMESTIC LEADERSHIP SEMINARS AND GLOBAL TRAVEL, AND THROUGH BBYO'S PANIM INSTITUTE, WHICH PROVIDESTRAINING, RESOURCES, AND PROGRAMMING ON SERVICE-LEARNING, ADVOCACY, AND JEWISH VALUES. 6168972 REGIONAL OFFICES: PROVIDED SUPPORT FOR LOCAL CHAPTERS WHICH CONDUCT PROGRAMS INTENDED TO PROMOTE LEADERSHIP AMONG JEWISH YOUTH AND OTHER PROGRAMS IN THE AREAS OF SPORTS, CREATIVITY, COMMUNITY SERVICE, JUDAIC STUDIES AND SOCIAL OPPORTUNITIES. 19163948 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 155 0 1 251 1 0 0 0 0 0 1 1 0 0 0 0 X 41 41 1 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI X CRAIG MINTZ 2028576633 2020 K STREET NW 7TH FLOOR WASHINGTON DC 20006 ESTEE PORTNOY 1.00 X X 0 0 0 HOWARD WOHL 1.00 X X 0 0 0 MARC SAPERSTEIN 1.00 X X 0 0 0 JUDITH FINER FREEDMAN 1.00 X X 0 0 0 WALTER SOLOMON 1.00 X X 0 0 0 RACHEL GEBAIDE 1.00 X X 0 0 0 JONATHAN ANSCHELL 1.00 X 0 0 0 MARK BERNSTEIN 1.00 X 0 0 0 MARK CHARENDOFF 1.00 X 0 0 0 LAURA KATZ CUTLER 1.00 X 0 0 0 FRIEDA DOW 1.00 X 0 0 0 LISA B EISEN 1.00 X 0 0 0 RHONDA FEILER 1.00 X 0 0 0 DAVID FINER 1.00 X 0 0 0 GARY GLADSTEIN 1.00 X 0 0 0 LARRY GOLDBERG 1.00 X 0 0 0 ALEX GOLDMAN 1.00 X 0 0 0 MINDY GRAFSTEIN 1.00 X 0 0 0 EARL GREINETZ 1.00 X 0 0 0 RALPH GRUNEWALD 1.00 X 0 0 0 JERRY HERMAN 1.00 X 0 0 0 RON KAPLAN 1.00 X 0 0 0 LEE KOHRMAN 1.00 X 0 0 0 SHAWN LICHAA 1.00 X 0 0 0 EITAN MILGRAM 1.00 X 0 0 0 MICHAEL NADEL 1.00 X 0 0 0 DAVE RENSIN 1.00 X 0 0 0 STEPHEN ROSEN 1.00 X 0 0 0 STEVEN ROTTER 1.00 X 0 0 0 ROB RUBY 1.00 X 0 0 0 LYNN SCHUSTERMAN 1.00 X 0 0 0 STACY SCHUSTERMAN 1.00 X 0 0 0 MO STEIN 1.00 X 0 0 0 ANDREW SUZMAN 1.00 X 0 0 0 PHYLLIS TABACHNICK 1.00 X 0 0 0 DIANE TRODERMAN 1.00 X 0 0 0 BOB UNGER 1.00 X 0 0 0 RON VENTURA 1.00 X 0 0 0 NATALIE WILENSKY 1.00 X 0 0 0 ARIELLE BRAUDE 1.00 X 0 0 0 JEREMY SHERMAN 1.00 X 0 0 0 MATTHEW GROSSMAN 40.00 X 255679 0 15250 CRAIG MINTZ 40.00 X 201940 0 15581 RABBI DAVID KESSEL 40.00 X 184031 0 28268 ANDREA WASSERMAN 40.00 X 162101 0 13553 AARON KATLER 40.00 X 137205 0 27420 RABBI JASON KIMELMAN-BLOCK 40.00 X 108554 0 29775 DIANE HOCKENBERRY 40.00 X 104407 0 7180 1153917 0 137027 8 0 1 0 PLUS THREE LP 50 BROADWAY 28TH FL NEW YORK NY 10004 WEB DEVELOPMENT 195883 RAND SOLUTIONS GROUP INC 12001 REMINGTON DRIVE SILVER SPRING MD 20902 IT SUPPORT 113785 DUANE MORRIS LLP 30 SOUTH 17TH STREET PHILADELPHIA PA 19103 LEGAL 109135 3 472820 668626 149601 9815846 52606 11106893 MEMBER PROGRAMS 900099 11004944 11004944 11004944 108339 108339 390719 389633 1086 1086 1086 27196 149601 59038 -31842 -31842 MISCELLANEOUS 900099 11229 11229 11229 22200649 11004944 0 88812 64161 64161 682498 682498 549009 169361 154341 225307 5258075 4236675 546106 475294 150764 126666 13241 10857 667951 541270 55460 71221 409760 327007 37633 45120 107275 82352 12301 12622 93528 71799 10725 11004 45277 45277 449788 392621 20852 36315 416961 216562 12561 187838 593592 552725 11409 29458 480682 372118 47936 60628 495866 436534 27803 31529 988047 962526 3348 22173 3746151 3746151 272200 210470 30468 31262 235485 181277 26755 27453 PROGRAM MATERIALS/EXP. 4674353 4674353 PROF DEVELOPMENT 973245 966713 6148 384 MEALS 77342 58395 16087 2860 MISCELLANEOUS 43850 43367 35 448 PAYROLL PROCESSING FEES 26022 19976 2984 3062 51648 28371 18096 5181 21553530 19163948 1054289 1335293 4556884 5776616 295333 499167 126389 78302 3358019 3327105 1794901 1232461 812874 562440 1528565 1647120 10678064 11890750 950345 1060530 5685226 6019205 6635571 7079735 X 2796908 3229705 1010485 1196210 235100 385100 4042493 4811015 10678064 11890750 X 647119 121403 X 0 1 1 X 0 X 6635101 7419465 6995447 10008518 11106893 42165424 6635101 7419465 6995447 10008518 11106893 42165424 16997466 25167958 27656 21629 5166 27939 108339 190729 20403 17417 1712 29532 11229 80293 42436446 32309155 0.59310 0.58320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 244926 151516 75484 15508 456418 211645 18000 26333 11052 244926 0.84000 0.16000 1 0 358567 193103 165464 192537 105784 86753 1243797 933574 310223 562440 22200649 21553530 647119 121403 121403 768522 22048785 121403 134040 59038 314481 21734304 466345 466345 22200649 21280263 134040 59038 193078 21087185 466345 466345 21553530 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SUPPORT OF VARIOUS ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, COMMUNITY SERVICE PROJECTS, SUPPORT FOR PARTICIPATION OF TEENS WITH SPECIAL NEEDS, LEADERSHIP TRAINING AND DEVELOPMENT, AND JUDIAC STUDY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED JUNE 30, 2011, BBYO HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED AS AN EXPENSE ON THE 59,038. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON PART VIII, LINE 8C. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES INCLUDED NET IN REVENUE ON THE 466,345. FINANCIAL STATEMENTS, AND REPORTED AS AN EXPENSE ON PART IX, LINE 2. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED AS AN EXPENSE ON THE 59,038. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON PART VIII, LINE 8C. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES INCLUDED NET IN REVENUE ON THE 466,345. FINANCIAL STATEMENTS, AND REPORTED AS AN EXPENSE ON PART IX, LINE 2. X X X X X 1 CHAPMAN CUBINE ADAMS & HUSSEY 1600 WILSON BLVD SUITE 300 ARLINGTON VA 22209 DIRECT MAIL CAMPAIGN 1 250906 215629 35277 ANDREA MARMOM 1019 WILLLOWLEAF WAY POTOMAC MD 20854 FUNDRAISING GALA PLANNING 0 176797 10000 166797 427703 225629 202074 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NJ MN NY NC OH OK OR PA RI SC TN VA WA WV WI DC GALA DINNER 176797 149601 27196 38750 20288 176797 149601 27196 38750 20288 59038 -31842 1 HAITIAN SUSTAINABLE DEVELOPMENT FOUNDATION PO BOX 11233 EUGENE OR 97440 201956025 501(C)(3) 6931 HUMANITARIAN ASSISTANCE FOR HAITI AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENUE NEW YORK NY 10017 131656634 501(C)(3) 10000 JEWISH HUMANITARIAN ASSISTANCE 2 0 SCHOLARSHIPS 1106 682498 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: BBYO MAINTAINS PROPER RECORDS RELATED TO AWARDING GRANTS. X X 0 0 0 0 0 0 0 0 0 MATTHEW GROSSMAN 225679 0 30000 0 0 0 9220 0 6030 0 270929 0 0 0 CRAIG MINTZ 191940 0 10000 0 0 0 1300 0 14281 0 217521 0 0 0 RABBI DAVID KESSEL 184031 0 0 0 0 0 4993 0 23275 0 212299 0 0 0 ANDREA WASSERMAN 162101 0 0 0 0 0 6732 0 6821 0 175654 0 0 0 AARON KATLER 132205 0 5000 0 0 0 4900 0 22520 0 164625 0 0 0 SHERMAN CREATIVE BRUCE SHERMAN, FORMER TREASURER OF BBYO, IS THE OWNER OF SHERMAN CREATIVE 22989 SHERMAN CREATIVE PROVIDES MARKETING MATERIALS AT OR BELOW FAIR MARKET VALUE TO BBYO. 0 X 7 52606 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS BETWEEN THE FOLLOWING MEMBERS: LYNN SCHUSTERMAN AND STACY SCHUSTERMAN (MOTHER, DAUGHTER) JUDITH FINER FREEDMAN AND DAVID FINER (SISTER, BROTHER) GARY GLADSTEIN AND MINDY GRAFSTEIN (FATHER, DAUGHTER) FRIEDA DOW AND STACY SCHUSTERMAN (MOTHER-IN-LAW, DAUGHTER-IN-LAW) FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A DRAFT WAS THEN SENT TO THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IF A DIRECTOR OR OFFICER OF THE CORPORATION IS AWARE THAT THE CORPORATION IS ABOUT TO ENTER INTO ANY BUSINESS TRANSACTION DIRECTLY OR INDIRECTLY WITH HIM OR HER, ANY MEMBER OF HIS OR HER FAMILY, OR ANY ENTITY IN WHICH HE OR SHE HAS ANY LEGAL, EQUITABLE OR FIDUCIARY INTEREST OR POSITION, INCLUDING WITHOUT LIMITATION AS A DIRECTOR, OFFICER, SHAREHOLDER OR TRUSTEE, SUCH PERSON SHALL (A) IMMEDIATELY INFORM THOSE CHARGED WITH APPROVING THE TRANSACTION ON BEHALF OF THE CORPORATION OF HIS OR HER INTEREST OR POSITION, (B) AID THE PERSONS CHARGED WITH MAKING THE DECISION BY DISCLOSING ANY MATERIAL FACTS WITHIN HIS OR HER KNOWLEDGE THAT BEAR ON THE ADVISABILITY OF SUCH TRANSACTION FROM THE STANDPOINT OF THE CORPORATION, AND (C) NOT PARTICIPATE IN ANY VOTE ON THE DECISION TO ENTER INTO SUCH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIR OF THE HR COMMITTEE SETS THE COMPENSATION OF THE CEO IN COLLABORATION WITH THE ORGANIZATION'S SENIOR VOLUNTEER OFFICERS (BOARD CHAIR AND VICE CHAIR). COMPARISON DATA WAS PROVIDED TO THE COMMITTEE OF THE SALARIES OF CEO'S OF JEWISH ORGANIZATIONS WITH SIMILAR BUDGET SIZES. THE DECISION IS DISCUSSED AND DOCUMENTED IN THE BOARD MINUTES. FOR THE OTHER OFFICERS, THEIR COMPENSATION IS DETERMINED BY THE HUMAN RESOURCES BOARD COMMITTEE AND THE CEO OF BBYO. THE LAST COMPENSATION REVIEW TOOK PLACE IN MARCH 2011. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON A CASE-BY-CASE BASIS, SUBJECT TO THE DISCRETION OF THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 121,403.