2012-05-11T05:46:14-05:00 2011-06-30 MCGLADREY LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2010-07-01 520607957 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC ASSO 4107274828 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 MARK SMOLARZ 4107274828 2012-05-07 1 JULIA FLANNERY CPA 4102469300 2010 2016-02-24 21:20:13Z MARC TERRILL 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 43161878 0 X WWW.ASSOCIATED.ORG X 1950 MD THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY, LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD. 29 29 143 7500 344939 64951 39668282 39543640 2669630 3162096 338911 292537 87295 163605 42764118 43161878 27050448 27255338 0 0 9226584 9246736 13105 13407 4499404 7612241 7544976 43902378 44060457 -1138260 -898579 32288781 30247791 15571002 14428591 16717779 15819200 X THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY, LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD. 0 0 37188739 27255338 3123917 THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE WORKS TO PRESERVE AND ENHANCE JEWISH LIFE. IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD. THE ASSOCIATED ALLOCATES FUNDS TO ORGANIZATIONS WHO PERFORM VARIOUS SERVICES FOR THE BENEFIT OF THE JEWISH COMMUNITY (I.E. HEALTH, INSTITUTIONAL, FAMILY, EDUCATIONAL AND CULTURAL SERVICES). 37188739 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 146 0 1 143 1 1 1 0 0 0 0 0 0 0 0 0 X 29 29 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X X MARK SMOLARZ 4107274828 101 W MOUNT ROYAL AVE BALTIMORE MD 21201 BRUCE SHOLK 1.50 X X 0 0 0 HOWARD FRIEDMAN 1.50 X X 0 0 0 MARK NEUMANN 1.50 X 0 0 0 DEBRA S WEINBERG 1.50 X 0 0 0 GLENN L WEINBERG 1.50 X 0 0 0 ELLEN MACKS 1.50 X 0 0 0 KATHY FRIED 1.50 X 0 0 0 LAURIE LUSKIN 1.50 X 0 0 0 LAURA BLACK 1.50 X 0 0 0 JM SCHAPIRO 1.50 X X 0 0 0 BRUCE S HOFFBERGER 1.50 X X 0 0 0 DR GARY E APPLEBAUM 1.50 X 0 0 0 HARRIET BERG 1.50 X 0 0 0 JIMMY BERG 1.50 X 0 0 0 SUZANNE F COHEN 1.50 X 0 0 0 JUDITH FADER 1.50 X 0 0 0 GENINE MACKS FIDLER 1.50 X 0 0 0 BETH GOLDSMITH 1.50 X 0 0 0 NANCY HACKERMAN 1.50 X 0 0 0 BARBARA L HIMMELRICH 1.50 X 0 0 0 DANIEL HIRSCHHORN 1.50 X 0 0 0 LINDA A HURWITZ 1.50 X 0 0 0 WENDY JACHMAN 1.50 X 0 0 0 JON H LEVINSON 1.50 X 0 0 0 ANN NEUMANN LIBOV 1.50 X 0 0 0 ROBERT C RUSSEL 1.50 X 0 0 0 PHILIP SACHS 1.50 X 0 0 0 MICHAEL SAXON 1.50 X 0 0 0 CAROLE SIBEL 1.50 X 0 0 0 MARC B TERRILL 40.00 X 485419 0 44964 MARK SMOLARZ 40.00 X 176221 0 17705 MICHAEL FRIEDMAN 40.00 X 178494 0 4180 MATTHEW FREEDMAN 40.00 X 149205 0 2997 KAREN KREISBERG 40.00 X 169191 0 12317 BARRY BOGAGE 40.00 X 122751 0 24113 LESLIE POMERANTZ 40.00 X 115138 0 2284 DARRELL FRIEDMAN 0.00 X 130247 0 0 1526666 0 108560 10 1 1 0 ARMADA BENEFIT PARTNERS 9690 DEERCO ROAD TIMONIUM MD 21093 EMPLOYEE BENEFITS SERVICES 822213 FIELD TRAVEL 295 MADISON AVE STE 1805 NEW YORK NY 10017 TRAVEL EXPENSES 360329 SOCIAL SCIENCE RESEARCH SOLUTIONS 155 GAITHER DRIVE STE A MT LAUREL NJ 03054 COMMUNITY STUDY 185000 MCGLADREY & PULLEN LLC 100 INTERNATIONAL DRIVE BALTIMORE MD 21202 AUDITING & ACCT. SERVICES 130650 HARFORD REFRIGERATION CO INC PO BOX 70030 BALTIMORE MD 21237 HVAC SERVICES 115237 7 29074261 6878553 223820 3367006 1981779 39543640 ENDOWMENT FEE INCOME 900099 2254576 1909637 344939 OPERATING PROGRAMS 900099 907520 907520 3162096 292537 292537 10225 10225 10225 10225 MISCELLANEOUS 900099 153380 153380 153380 43161878 2970537 344939 302762 27227752 27227752 27586 27586 761970 483920 278050 6971158 4682129 814058 1474971 239 239 988159 664337 137763 186059 525210 353097 73222 98891 21712 14240 7472 94200 94200 13407 13407 268439 86318 179280 2841 315242 46394 5367 263481 395211 267284 45495 82432 64054 43320 7374 13360 1363664 922255 156980 284429 141427 26358 65124 49945 144753 42763 87217 14773 157822 157822 137609 16885 120724 PROGRAM SERVICE EXPENSE 2128567 1038043 8016 1082508 TRANSFER OF HOMEOWNER L 1206192 1206192 ALLOWANCE FOR UNCOLLECT 868635 868635 MISCELLANEOUS EXPENSES 237449 39627 134150 63672 44060457 37188739 2372314 4499404 517962 19235866 18294653 788086 1076346 125000 125000 2161433 1604308 1768 3327 449579 473924 8707464 8554506 301623 115727 32288781 30247791 4302977 4595390 546824 3344 716391 369847 8606362 8648826 1398448 811184 15571002 14428591 X -2158587 -2403178 18876366 18222378 16717779 15819200 32288781 30247791 -898579 0 X 0 1 1 X 0 X 38316631 38447105 40429986 39668282 39543640 196405644 38316631 38447105 40429986 39668282 39543640 196405644 196405644 3009524 3338693 522741 364156 302762 7537876 3395 11238 14633 203958153 15689617 0.96300 0.83470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100938000 13360000 22922000 11405000 125815000 89702000 11071000 12542000 12377000 100938000 109450000 7305000 -23122000 3931000 89702000 0.96700 0.03300 0 1 1 0 OTHER LIABILITIES 811184 811184 43161878 44060457 -898579 0 -898579 100375896 57214018 57214018 43161878 0 43161878 62585160 18530895 18530895 44054265 6192 6192 44060457 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS OF THE ASSOCIATED JEWISH CHARITIES ARE USED IN ACCORDANCE TO THE INTENT OF THE DONOR OR IN THE ABSENCE OF DONOR INTENT, AT THE DIRECTION OF THE BOARD OF DIRECTORS IN CONSULTATION WITH ITS AFFILIATE, THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATED FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ASSOCIATED TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATED HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. THE ASSOCIATED IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2008. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE FOR THE ASSOCIATED JEWISH CHARITES REPORTED ON THE CONSOLIDATED F/S 55,906,967. REVENUE FOR THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 1,307,051. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS NETTED WITH REVENUE ON FINANCIAL STATEMENTS PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE ASSOCIATED JEWISH CHARITIES REPORTED ON THE CONSOLIDATED F/S 18,398,000. EXPENSES OF THE VARIOUS ANNUITY TRUSTS REPORTED ON THE CONSOLIDATED F/S 132,895. PART XIII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 6,192. MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICE COORDINATING MISSIONS 992301 CANADA 0 0 PROGRAM SERVICE MISCELLANEOUS PROGRAM ACTIVITIES 450 0 1 0 0 0 1 992751 0 992751 0 0 0 0 0 0 1 AMERICAN FRIENDS OF MELITZ 5708 PARK HEIGHTS AVENUE BALTIMORE MD 21215 112891223 501(C)(3) 37525 GENERAL SUPPORT AMERICAN JEWISH COMMITTEE 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 135563393 501(C)(3) 50000 GENERAL SUPPORT BAIS HAMEDRASH AND MESIVTA OF BALTIMORE 6823 OLD PIMLICO ROAD BALTIMORE MD 21209 521980774 501(C)(3) 39785 GENERAL SUPPORT BAIS YAAKOV SCHOOL OF GIRLS 11111 PARK HEIGHTS AVENEU OWINGS MILLS MD 21117 520613700 501(C)(3) 799608 GENERAL SUPPORT BALTIMORE BOARD OF RABBIS INC 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 043598368 501(C)(3) 50000 GENERAL SUPPORT BALTIMORE HEBREW CONGREGATION 7401 PARK HEIGHTS AVENUE BALTIMORE MD 21208 520591578 501(C)(3) 56194 GENERAL SUPPORT BALTIMORE HEBREW UNIVERSITY 5800 PARK HEIGHTS AVENUE BALTIMORE MD 21215 526057219 501(C)(3) 5325 GENERAL SUPPORT BALTIMORE JEWISH COUNCIL 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 521912836 501(C)(3) 832179 GENERAL SUPPORT BETH TFILOH DAHAN COMMUNITY SCHOOL 3300 OLD COURT ROAD BALTIMORE MD 21208 521837996 501(C)(3) 460133 GENERAL SUPPORT BIRTHRIGHT ISRAEL FOUNDATION 33 EAST THIRTY THIRD STREETSEVENTH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 80000 GENERAL SUPPORT BNOS YISROEL 6300 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522231272 501(C)(3) 215167 GENERAL SUPPORT CAMP AIRY AND LOUISE 5750 PARK HEIGHTS AVENUE SUITE 306 BALTIMORE MD 21215 520563083 501(C)(3) 17750 GENERAL SUPPORT CENTER FOR JEWISH EDUCATION 5708 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520591707 501(C)(3) 1648844 GENERAL SUPPORT CHAI 5809 PARK HEIGHTS AVENUE BALTIMORE MD 21215 237097000 501(C)(3) 539852 GENERAL SUPPORT EDWARD A MYERBERG SENIOR CENTER 3101 FALLSTAFF ROAD BALTIMORE MD 21209 521047511 501(C)(3) 100000 GENERAL SUPPORT HEBREW FREE LOAN 5752 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520633396 501(C)(3) 20140 GENERAL SUPPORT HILLEL-COLLEGE PARK 7612 MOWATT LANE COLLEGE PARK MD 20740 530179971 501(C)(3) 235230 GENERAL SUPPORT JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE21ST FLOOR NEW YORK NY 10017 131760102 501(C)(3) 223977 GENERAL SUPPORT JEWISH CEMETERY ASSOCIATION OF GREATER BALTIMORE INC 101 W MT ROYAL AVENUE BALTIMORE MD 21201 522178573 501(C)(13) 7000 GENERAL SUPPORT JEWISH COMMUNITY CENTER 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520619002 501(C)(3) 3316359 GENERAL SUPPORT JEWISH COMMUNITY SERVICES 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520607909 501(C)(3) 6568426 GENERAL SUPPORT JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 EAST 27TH STREET 10TH FLOOR NEW YORK NY 10016 131624104 501(C)(3) 42397 GENERAL SUPPORT JEWISH FEDERATION OF HOWARD COUNTY 10630 LITTLE PATUXENT PARKWAY COLUMBIA MD 21044 237072654 501(C)(3) 436197 GENERAL SUPPORT JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY1700 NEW YORK NY 10004 131624240 501(C)(3) 7510394 GENERAL SUPPORT JEWISH MUSEUM OF MARYLAND 15 LLOYD STREET BALTIMORE MD 21202 526034761 501(C)(3) 229958 GENERAL SUPPORT JEWISH TELEGRAPHIC AGENCY 330 SEVENTH AVENUE 17TH FL NEW YORK NY 10001 130887610 501(C)(3) 33917 GENERAL SUPPORT JOINT DISTRIBUTION COMMITTEE 711 3RD AVENUE NEW YORK NY 10017 131656634 501(C)(3) 125440 GENERAL SUPPORT KRIEGER SCHECHTER DAY SCHOOL 8100 STEVENSON ROAD BALTIMORE MD 21208 520591562 501(C)(3) 270972 GENERAL SUPPORT LEVINDALE HEBREW GERIATRIC CENTER 2434 W BELVEDERE AVENUE BALTIMORE MD 21215 520607913 501(C)(3) 47000 GENERAL SUPPORT MAALOT BALTIMORE 6602 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522116241 501(C)(3) 10000 GENERAL SUPPORT MARYLAND ISRAEL DEVELOPMENT CENTER 401 E PRATT STREET 7TH FLOOR BALTIMORE MD 21202 521777737 501(C)(3) 162000 GENERAL SUPPORT MEALS ON WHEELS OF CENTRAL MARYLAND 515 S HAVEN STREET BALTIMORE MD 21224 526074723 501(C)(3) 120000 GENERAL SUPPORT MOISHE HOUSE 1330 BROADWAY SUITE 801 OAKLAND CA 94612 262599786 501(C)(3) 30000 GENERAL SUPPORT NER ISRAEL 400 MOUNT WILSON LANE PIKESVILLE MD 21208 520660881 501(C)(3) 415028 GENERAL SUPPORT PEARLSTONE RETREAT AND CONFERENCE CENTER 5425 MT GILEAD ROAD REISTERSTOWN MD 21136 432080719 501(C)(3) 140089 GENERAL SUPPORT PEF ISRAEL ENDOWMENT FUND 317 MADISON AVENUESUITE 607 NEW YORK NY 10017 136134086 501(C)(3) 110000 GENERAL SUPPORT SHOSANA CARDIN JEWISH COMMUNITY HIGH SCHOOL 7310 PARK HEIGHTS AVENUE BALTIMORE MD 21208 522339084 501(C)(3) 37997 GENERAL SUPPORT SINAI HOSPITAL SENIOR FRIENDLY NEIGHBORHOODS 2401 W BELVEDERE AVENUE BALTIMORE MD 21215 520486540 501(C)(3) 50000 GENERAL SUPPORT TALMUDICAL ACADEMY 4445 OLD COURT ROAD BALTIMORE MD 21208 520591676 501(C)(3) 468891 GENERAL SUPPORT THE BIRTHRIGHT ISRAEL FOUNDATION 33 EAST THIRTY THIRD STREET SEVENTH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 5000 GENERAL SUPPORT TORAH INSTITUTE OF BALTIMORE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 237304990 501(C)(3) 343988 GENERAL SUPPORT TOWSON UNIVERSITY 8000 YORK ROAD BURSARS OFFICE TOWSON MD 21204 520939453 501(C)(3) 640000 GENERAL SUPPORT WORLD UNION FOR PROGRESSIVE JUDAISM LTD 633 THIRD AVENUE 6TH FLOOR NEW YORK NY 10017 131930176 501(C)(3) 50000 GENERAL SUPPORT YESHIVAT RAMBAM 6300 PARK HEIGHTS AVENUE BALTIMORE MD 21215 520679746 501(C)(3) 205984 GENERAL SUPPORT YU-INSTITUTE FOR UNIVERSITY SCHOOL PARTNERSHIP 500 W 185TH STREET - BH 214 NEW YORK NY 10033 131624225 501(C)(3) 100000 GENERAL SUPPORT 44 1 FELLOWSHIP 15 27248 PROGRAM SERVICES AND OUSTANDING SERVICE AWARD 8 338 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: LAY AND PROFESSIONAL LEADERSHIP MEETS WITH AGENCY REPRESENTATION SEVERAL TIMES DURING THE YEAR TO MONITOR THE FISCAL HEALTH OF THE ORGANIZATION AS WELL AS TO ENSURE APPROPRIATE USE OF FUNDS. AGENCIES ARE REQUIRED TO SUBMIT BUDGETS ON A QUARTERLY BASIS AS WELL AS AN ORGANIZATION BUSINESS PLAN ONCE A YEAR. OTHER INFORMATION: PART IV: THE ASSOCIATED THROUGH ITS COMMUNITY PLANNING AND ALLOCATIONS EXECUTIVE COMMITTEE, A LAY BODY, MEETS THROUGHOUT THE FISCAL YEAR TO ASSESS AND DETERMINE ONGOING ELIGIBILITY OF FUNDED ORGANIZATIONS AS WELL AS TO CLEARLY IDENTIFY CRITERIA TO BE USED AS THE BASIS FOR FUNDING DECISIONS FOR THE NEXT FISCAL YEAR. IN ADDITION, A RECORD OF ALL GRANTS MADE IS MAINTAINED IN ORDER TO ENSURE THAT GRANTS ARE USED AS REQUESTED. X X X 1 1 X X X 0 1 0 0 0 0 0 0 0 MARC B TERRILL 400226 0 75000 0 10193 0 19900 0 26644 0 531963 0 0 0 MARK SMOLARZ 176221 0 0 0 0 0 3600 0 15279 0 195100 0 0 0 MICHAEL FRIEDMAN 178494 0 0 0 0 0 4163 0 1191 0 183848 0 0 0 MATTHEW FREEDMAN 149205 0 0 0 0 0 2980 0 1003 0 153188 0 0 0 KAREN KREISBERG 169191 0 0 0 0 0 3400 0 9957 0 182548 0 0 0 DARRELL FRIEDMAN 0 0 0 0 130247 0 0 0 0 0 130247 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES BUSINESS RELATED TRAVEL AND OTHER EXPENSES TO MARC TERRILL PURSUANT TO HIS EMPLOYMENT CONTRACT. NONE OF THESE ITEMS ARE TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B LINE 4B - PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS KAREN KREISBERG - 0 MARC TERRILL - 0 MICHAEL FRIEDMAN - 0 ALL CONTRIBUTIONS INTO THE PLAN ARE AT THE DISCRETION OF THE PARTICIPANT. THE ASSOCIATED MAKES NO CONTRIBUTIONS ON BEHALF OF THE INDIVIDUAL. WITHDRAWALS ARE AT THE DISCRETION OF THE PARTICIPANT. UPON LEAVING EMPLOYMENT WITH THE ASSOCIATED, THE PARTICIPANT MUST EITHER TAKE A FULL DISTRIBUTION OR TRANSFER THE ACCOUNT TO ANOTHER CUSTODIAN. MARC TERRILL TO HELP PURCHASE A HOME IN THE BALTIMORE AREA AS A RETENTION STRATEGY X 125000 125000 0 1 1 125000 X 181 1981779 FMV AT CONTRIBUTION DATE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DEBRA S. WEINBERG AND GLENN L. WEINBERG HAVE A FAMILY RELATIONSHIP. HARRIET BERG AND JIMMY BERG HAVE A FAMILY RELATIONSHIP. MARK NEUMANN AND ANN NEUMANN LIBOV HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 ANY INDIVIDUAL(S), JEWISH OR NON-JEWISH, WHO SUPPORTS THE MISSION AND WHO, DIRECTLY OR THROUGH A FAMILY, CORPORATION, FIRM, TRUST, OR FOUNDATION, CONTRIBUTES TO THE ASSOCIATED ANNUAL CAMPAIGN IN ANY FISCAL YEAR OF THE ASSOCIATED, SHALL BE A MEMBER FOR AND DURING THE FISCAL YEAR IN WHICH A CONTRIBUTION IS MADE AND FOR THE SUCCEEDING FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF GOVERNORS. ELECTIONS OF DIRECTORS AND OFFICERS SHALL BE HELD BY BALLOT AT EACH ANNUAL MEETING OF THE ASSOCIATED. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION ARE REQUIRED TO APPROVE ANY AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD DELEGATED AUTHORITY OF THE REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. BOTH SENIOR MANAGEMENT AND THE AUDIT COMMITTEE HAVE REVIEWED THE FORM 990 IN DETAIL PRIOR TO SUBMISSION TO THE IRS. THE ENTIRE BOARD CAN REVIEW AN ELECTRONIC COPY PRIOR TO SUBMISSION OF THE FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, BOARD MEMBERS AND SENIOR STAFF OF THE ASSOCIATED ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. EACH OFFICER, DIRECTOR AND STAFF MEMBER IS EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS INCLUDING A DIRECT OR INDIRECT INTEREST (FINANCIAL, FAMILIAL OR OTHERWISE) WITH THE BUSINESS OF THE ASSOCIATED. IF THE ASSOCIATED TAKES UP FOR CONSIDERATION ANY MATTER IN WHICH AN OFFICER, DIRECTOR OR STAFF MEMBER, OR PERSONS AFFILIATED WITH THEM, HAVE SUCH A CONFLICTED INTEREST, THE ASSOCIATED SHALL RESOLVE QUESTIONS OF REAL OR APPARENT CONFLICT OF INTEREST THROUGH THE FOLLOWING PROCEDURES: 1. THE PERSON WITH A CONFLICTED INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. 2. THE PERSON SO AFFECTED MAY TAKE PART IN ANY DISCUSSION OF ANY SUCH MATTERS, UNLESS THE ASSOCIATED SPECIFICALLY REQUESTS THE PERSON TO ABSTAIN FROM SUCH DISCUSSION. 3. THE PERSON WITH A CONFLICTED INTEREST SHALL ABSTAIN FROM VOTING ON ANY RESOLUTION INVOLVING SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATED'S EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPRISED OF BOTH PAST AND CURRENT TOP LAY LEADERSHIP ANNUALLY REVIEWS COMPENSATION OF ALL KEY EMPLOYEES, OFFICERS AND THE PRESIDENT BASED ON REVIEW OF INDEPENDENT SURVEYS OF SUCH INDIVIDUALS OF OTHER LIKE SIZE ORGANIZATIONS ACROSS THE NATION AS WELL AS COMPENSATION REVIEWS OF OTHER NOT FOR PROFIT ORGANIZATIONS IN THE GREATER BALTIMORE METRO AREA. THE COMMITTEE CONSIDERS STANDARDS OF LIVING AS WELL AS SIZE AND COMPLEXITY OF SUCH ORGANIZATIONS. THE COMMITTEE ALSO REVIEWS THE PERCENTAGE OF COMPENSATION OF SUCH EMPLOYEES TO THE TOTAL OPERATING BUDGET AND CONSIDERS GENERAL ECONOMIC CONDITIONS IMPACTING THE ORGANIZATION'S ENVIRONMENT THAT IT OPERATES WITHIN TO DETERMINE THAT SUCH PERCENTAGE APPEARS TO FALL IN LINE WITH SIMILAR ORGANIZATIONS. THE DETERMINATION OF THE EXECUTIVE COMPENSATION COMMITTEE IS THEN PRESENTED TO THE AFFECTED EMPLOYEE AS AN OFFER. NO NEGOTIATION IS UNDERTAKEN BETWEEN THE EMPLOYEE AND THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII OFFICER, MARC TERRILL IS ALSO AN OFFICER OF ASSOCIATED JEWISH CHARITIES OF BALTIMORE (AJC) AND THE JEWISH WELFARE FUND (JWF). HOURS DEVOTED TO THE AJC ARE 10 HOURS PER WEEK AND HOURS DEVOTED TO THE JWF ARE 1.5 HOURS PER WEEK. THE FOLLOWING BOARD MEMBERS ARE ALSO DIRECTORS OF AJC AND JWF. THEY DEVOTE ABOUT 1.5 HOURS PER WEEK TO EACH RELATED ORGANIZATION. PHILIP SACHS NANCY HACKERMAN ROBERT RUSSEL BRUCE SHOLK FORM 990, PART IX THE ASSOCIATED: JEWISH COMMUNITY FEDERATION OF BALTIMORE, INC. (THE ASSOCIATED) AND THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE (THE AJC) ARE AFFILIATE ORGANIZATIONS AND WORK IN CONJUNCTION WITH EACH OTHER TO ACCOMPLISH THE MISSION OF THE ASSOCIATED. THE TWO ORGANIZATIONS WERE FORMED AS SEPARATE ENTITIES TO DIVIDE THE ASSET HOLDING ORGANIZATION (THE AJC) FROM THE PROGRAM SERVICE DELIVERY ORGANIZATION (THE ASSOCIATED). IF THE TWO ORGANIZATIONS WERE COMBINED, THE TOTAL AMOUNT OF PROGRAM SERVICE EXPENSES COMPARED TO TOTAL EXPENSES WOULD BE 88.97% THE ASSOCIATED PROGRAM EXPENSE 37,188,739 TOTAL EXPENSE 44,060,457 PROGRAM SERVICE % 84.40% AJC PROGRAM EXPENSE 21,443,489 TOTAL EXPENSE 21,839,094 PROGRAM SERVICE % 98.19% TOTAL PROGRAM EXPENSE 58,632,228 TOTAL EXPENSE 65,899,551 PROGRAM SERVICE % 88.97% ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 526024192 EXEMPT ORGANIZATION MD 501(C)(3) 7 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 1 JEWISH WELFARE FUND OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 526001443 EXEMPT ORGANIZATION MD 501(C)(3) 7 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC C 6878553