2012-11-14T09:17:52-06:00 2011-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2011-01-01 310537174 Jewish Federation of Cincinnati JEWI 5139851500 8499 Ridge Road Cincinnati OH 45236 Christie Budynkiewicz 5139851500 2012-11-12 1 Richard L Batterberry P00002605 5132418313 2011 2016-02-24 21:20:13Z Christie Budynkiewicz 8499 Ridge Road Cincinnati OH 45236 33932457 0 X www.jewishcincinnati.org X 1967 OH The Jewish Federation of Cincinnati brings our community together to care for Jews. 47 47 32 437 0 0 9410551 9717220 265595 218017 917760 2205034 1450 1450 10595356 12141721 8710825 7533509 0 0 1946314 2134339 3961 0 857648 979143 924890 11640243 10592738 -1044887 1548983 91471559 88907291 39725011 38565828 51746548 50341463 The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. 0 0 9230639 7533509 218017 The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. 9230639 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 4 0 1 32 1 0 1 CJ OC 0 0 0 0 0 0 0 0 0 X 47 47 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH KY FL X X Christie Budynkiewicz 5139851500 8499 Ridge Road Cincinnati OH 45236 Marcie Bachrach joined 511 0.80 X 0 0 0 Jeff Baden 0.80 X 0 0 0 Debbie Brant 0.80 X 0 0 0 Rob Callif 0.80 X 0 0 0 Jan Armstrong Cobb 0.80 X 0 0 0 Mitchell Cohen 0.80 X 0 0 0 Rabbi Sigma Coran left 511 0.80 X 0 0 0 Jeff Epstein 0.80 X 0 0 0 Arna Fisher joined 511 0.80 X 0 0 0 Stacey Fisher 0.80 X 0 0 0 Edward Frankel left 511 0.80 X 0 0 0 Barry Gibberman 0.80 X 0 0 0 Jeffrey Goldenberg left 511 0.80 X 0 0 0 Gary Greenberg 0.80 X 0 0 0 Kenneth Kabel 0.80 X 0 0 0 Howard Kaplan left 511 0.80 X 0 0 0 Mike Kernish joined 511 left 1211 0.80 X 0 0 0 Chase Kohn 0.80 X 0 0 0 Daniel Lipson left 1211 0.80 X 0 0 0 Gloria Lipson 0.80 X 0 0 0 Larry Neuman 0.80 X 0 0 0 Nina Paul 0.80 X 0 0 0 Steven Pentelnik 0.80 X 0 0 0 Nancy Postow 0.80 X 0 0 0 Haviva Randolph 0.80 X 0 0 0 Edie Rau 0.80 X 0 0 0 Renee Roth 0.80 X 0 0 0 Andrew Shott 0.80 X 0 0 0 John Silverman joined 511 0.80 X 0 0 0 Elliot Smith 0.80 X 0 0 0 Walter Spiegel 0.80 X 0 0 0 Jon Blatt joined 1211 0.80 X 0 0 0 Andi Levenson joined 1211 0.80 X 0 0 0 Steve Shifman joined 511 0.80 X 0 0 0 Jennifer Dauer joined 511 2.00 X 0 0 0 Alan Brown 3.00 X 0 0 0 Fran Coleman 2.00 X X 0 0 0 Fred Kanter 3.00 X X 0 0 0 Hank Schneider 2.00 X X 0 0 0 Suzette Fisher 5.00 X X 0 0 0 William Freedman 5.00 X X 0 0 0 Tedd Friedmann 5.00 X X 0 0 0 Andrew Berger 6.00 X X 0 0 0 Robert Brant 7.00 X X 0 0 0 Bret Caller 8.00 X X 0 0 0 Marc Fisher 8.00 X X 0 0 0 Beth Guttman 8.00 X X 0 0 0 Danielle V Minson 55.00 X 105729 0 11760 Sharon B Stern 55.00 X 105571 0 10562 Christie Budynkiewicz 55.00 X 126528 0 16181 Shepard H Englander 55.00 X 291062 0 32522 628890 0 71025 4 0 1 0 Anthem BCBS OH Group PO Box 105673 Atlanta GA 30348 Medical Insurance Premiums 193794 1 100000 9617220 1402660 9717220 Program Event Revenue 900099 218017 218017 218017 1094080 1094080 1450 0 1450 1450 1450 22901690 21790736 1110954 1110954 1110954 12141721 218017 0 2206484 7283196 7283196 250313 250313 699915 425370 112453 162092 1148407 561787 217970 368650 35393 16874 4705 13814 119076 61030 17041 41005 131548 68276 24853 38419 4097 2306 663 1128 30500 17654 7844 5002 131158 75982 34123 21053 41452 21020 5023 15409 77872 40314 14924 22634 44386 16712 13576 14098 71262 40115 11528 19619 414080 291666 6335 116079 40499 8921 25782 5796 Employee development 30322 17434 4184 8704 Auto expenses 17547 11837 2803 2907 Subscriptions and dues 11203 9936 502 765 Recruitment costs 10014 9737 111 166 498 159 31 308 10592738 9230639 504451 857648 7063422 5275745 7627724 6342165 796552 397718 12349 1000000 531400 472611 2147071 1209301 962700 937770 65639519 65580385 4663750 4430832 4174143 4470065 91471559 88907291 817424 931864 4067052 3966084 0 13400 0 1000000 34840535 32654480 39725011 38565828 X 25017691 23170538 17602773 17548254 9126084 9622671 51746548 50341463 91471559 88907291 X 1548983 -2954068 X X 0 1 1 X 0 X 14304710 7823846 9134996 9408585 9717220 50389357 14304710 7823846 9134996 9408585 9717220 50389357 50389357 1411665 1168558 928137 906580 1095530 5510470 55899827 1642670 0.90140 0.90730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115 2 2518330 198686 2879320 72060 7540710 243687 1 1 11951078 554954 -317665 474417 11713950 10730579 574546 1274571 628618 11951078 8465796 858319 1881508 475044 10730579 11204141 646620 -2992606 392359 8465796 0 0 670587 670587 1132244 918671 213573 102396 86031 16365 228144 190899 37245 13700 13700 0 937770 Cash surrender value of life insurance 902428 Beneficial interest in perpetual trust 2714711 Charitable gift annuities 852926 4470065 Held for other agencies 1101712 Held for Jewish Community Center 31297968 Bond Guarantee Liability 254800 32654480 12141721 10592738 1548983 -2971001 16933 -2954068 -1405085 9187653 -2971001 16933 -2954068 12141721 0 12141721 10592738 0 10592738 0 10592738 Description of Intended Use of Endowment Funds: Part V, Line 4: Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. Part XI, Line 8 - Other Adjustments: Changes in value of beneficial interest in perpetual trust 16,933. Part XII, Line 2d - Other Adjustments: Changes in value of beneficial interest in perpetual trust 16,933. 1 Adath Israel Congregation 3201 East Galbraith Rd Cincinnati OH 45236 310537489 501 (c) (3) 123170 FMV S.E.E.D. and General Support American Jewish Committee 105 W 4th Street Cincinnati OH 45202 135563393 501 (c) (3) 19370 FMV General Support American Jewish Joint Distribution Committee 711 Third Avenue New York NY 10017 131656634 501 (c) (3) 15118 FMV General Support American Jewish World Service 45 W 36th St New York NY 10018 222584370 501 (c) (3) 15000 FMV General Support Arts Wave PO Box 630561 Cincinnati OH 45263 310537138 501 (c) (3) 11185 FMV General Support Beth Israel Synagogue 50 North Sixth Hamilton OH 45011 310708269 501 (c) (3) 15500 FMV S.E.E.D. Camp Ashreinu c/o Mrs Ellen Pollock 2360 Vera A Cincinnati OH 45237 311435998 501 (c) (3) 6667 FMV Day Camp Scholarships Camp Chabad 1863 Section Road Cincinnati OH 45237 310163231 501 (c) (3) 14167 FMV Inclusion of Special Needs Campers Camp Livingston 8401 Montgomery Road Cincinnati OH 45236 316050765 501 (c) (3) 40000 FMV Camp Scholarships Cedar Village 5467 Cedar Village Drive Mason OH 45040 311345871 501 (c) (3) 131826 FMV New Americans Community Support Service and General Support Center for Holocaust & Humanity Education 3101 Clifton Avenue Cincinnati OH 45220 205090993 501 (c) (3) 36180 FMV Holocaust Awareness Weeks: Israel & the Holocaust; General Support Chabad Jewish Cntr of Blue Ash 3977 Hunt Road Cincinnati OH 45236 223796223 501 (c) (3) 31650 FMV General Support Chabad of Southern Ohio 1636 Summit Road Cincinnati OH 45237 310163231 501 (c) (3) 20700 FMV General Support Chai-Life Line 151 West 30th Street New York NY 10001 112940331 501 (c) (3) 5525 FMV General Support Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501 (c) (3) 54668 FMV General Support Cincinnati Ballet Co Inc 1555 Central Parkway Cincinnati OH 45214 316050354 501 (c) (3) 12000 FMV General Support Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 311426973 501 (c) (3) 7248 FMV General Support Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 310544741 501 (c) (3) 240474 FMV Scholarships/Financial Aid; general support Cincinnati Opera 1243 Elm St Cincinnati OH 45202 310549044 501 (c) (3) 10000 FMV General Support Congregation Beth Adam 10001 Loveland-Madeira Road Loveland OH 45140 310993285 501 (c) (3) 36600 FMV S.E.E.D. and General Support Congregation B'nai Tikvah PO Box 35 West Chester OH 45071 311609574 501 (c) (3) 8500 FMV S.E.E.D. Congregation B'nai Tzedek 6280 Kugler Mill Road Cincinnati OH 45236 311301267 501 (c) (3) 11500 FMV S.E.E.D. Congregation Ohav Shalom 8100 Cornell Road Cincinnati OH 45249 310626626 501 (c) (3) 16850 FMV S.E.E.D. and General Support Downtown Jewish Center 900 E Broward Blvd Ft Lauderdale FL 33301 202509676 501 (c) (3) 9000 FMV General Support Florence G Heller JCC 524 W Melrose Avenue Chicago IL 60657 362167758 501 (c) (3) 6000 FMV General Support FreeStoreFoodBank 1250 Tennessee Avenue Cincinnati OH 45229 237122205 501 (c) (3) 16850 FMV General Support Golf Manor Synagogue 6442 Stover Avenue Cincinnati OH 45237 310628603 501 (c) (3) 15000 FMV S.E.E.D. Hadassah 10901 Reed Hartman Highway Cincinnati OH 45242 310667935 501 (c) (3) 6918 FMV General Support Hebrew Union College 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 (c) (3) 45250 FMV General Support and Scholarships HIAS 333 Seventh Avenue 16th Floor New York NY 100015019 135633307 501 (c) (3) 6756 FMV General Support Hillel Jewish Student Ctr 2615 Clifton Avenue Cincinnati OH 45220 316068733 501 (c) (3) 160592 FMV Jewish Continuity and College Outreach Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 310536987 501 (c) (3) 177196 FMV S.E.E.D. and General Support Israel Cancer Research Fund 295 Madison Ave Suite 1030 New York NY 10017 510181215 501 (c) (3) 10000 FMV General Support Israel Guide Dog Center 968 Easton Rd Ste H Warrington PA 18976 232519029 501 (c) (3) 10500 FMV General Support Jewish Cemeteries of Greater 3400 Montgomery Road Cincinnati OH 45207 383711514 501 (c) (3) 78900 FMV General Support Jewish Discovery Center 7587 Central Park Blvd Mason OH 45040 311566575 501 (c) (3) 6800 FMV General Support Jewish Family Service 11223 Cornell Park Drive Cincinnati OH 45242 310744786 501 (c) (3) 564112 FMV Family Life Education, Vital and Aging Services, General Support Jewish Federation of Palm Beach 4601 Community Drive West Palm Beach FL 33417 590948696 501 (c) (3) 13500 FMV General Support Jewish National Fund 9918 Carver Road Suite 102 Cincinnati OH 45242 131659627 501 (c) (3) 23808 FMV General Support Jewish Vocational Service 4300 Rossplain Road Cincinnati OH 45236 310536671 501 (c) (3) 199465 FMV Employers Choice/Career Network, VIP/Long-Term Work Center,general support Kehillah Community Synagogue 1300 Grand Ave Piedmont CA 94610 942990386 501 (c) (3) 7386 FMV General Support Kehillah Schechter Academy 1 Commerce Way Norwood MA 02062 043043595 501 (c) (3) 10000 FMV General Support Kneseth Israel Congregation PO Box 37118 Cincinnati OH 45222 310549055 501 (c) (3) 15500 FMV S.E.E.D. Lighthouse Youth Services Inc 1501 Madison Road Cincinnati OH 45206 237046229 501 (c) (3) 9750 FMV General Support M A R C C 630 Vine Street Ste 606 Cincinnati OH 45202 310744047 501 (c) (3) 6000 FMV Interdenominational Comm. Aff. Mayerson Jewish Community Center 8485 Ridge Road Cincinnati OH 45236 310536986 501 (c) (3) 982381 FMV Financial Aid, Programming Support, Senior Services, General Support Miami University Hillel 11 E Walnut Street Oxford OH 45056 316068732 501 (c) (3) 5000 FMV Shabbat Dinners Northern Hills Synagogue 5714 Fields Ertel Road Cincinnati OH 45249 310673600 501 (c) (3) 24500 FMV S.E.E.D. and General Support Ohio Jewish Communities Inc 50 West Broad Street Columbus OH 43215 311042915 501 (c) (4) 34747 FMV Government Affairs and General Support Ohio Valley Hillel Consortium-Kent State Hillel 25701 Science Park Drive Cleveland OH 44122 346557290 501 (c) (3) 2126 FMV Regional Hillel Consortium Ohio Valley Hillel Consortium-Miami Univ Hillel 25701 Science Park Drive Cleveland OH 44122 316068732 501 (c) (3) 1825 FMV Regional Hillel Consortium Ohio Valley Hillel Consortium-Univ of Louisville Hillel 25701 Science Park Drive Cleveland OH 44122 611216741 501 (c) (3) 99 FMV Regional Hillel Consortium Ohio Valley Hillel Consortium-Ohio Univ Hillel 25701 Science Park Drive Cleveland OH 44122 521758797 501 (c) (3) 992 FMV Regional Hillel Consortium Ohio Valley Hillel Consortium-Indiana Univ Hillel 25701 Science Park Drive Cleveland OH 44122 356065004 501 (c) (3) 2108 FMV Regional Hillel Consortium Ohio Valley Hillel Consortium-Purdue Univ Hillel 25701 Science Park Drive Cleveland OH 44122 521758799 501 (c) (3) 850 FMV Regional Hillel Consortium Ohio Valley Voices 6642 Branch Hill Guinea Pike Loveland OH 45140 311639795 501 (c) (3) 7000 FMV General Support RITSS High School 2209 Losantiville Avenue Cincinnati OH 45237 311220131 501 (c) (3) 15712 FMV Scholarships/Financial Aid/General Support Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 310543299 501 (c) (3) 40050 FMV S.E.E.D. and General Support Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 310603959 501 (c) (3) 457701 FMV Tuition Aid Program and general support Ronald McDonald House 350 Erkenbrecher Ave Cincinnati OH 45229 310965333 501 (c) (3) 8000 FMV General Support Seven Hills School 5400 Red Bank Road Cincinnati OH 45227 310536666 501 (c) (3) 21800 FMV General Support South Area Solomon One Commerce Way Norwood MA 02062 043043595 501 (c) (3) 10000 FMV General Support Temple Sholom 3100 Longmeadow Lane Cincinnati OH 45236 310584318 501 (c) (3) 15500 FMV S.E.E.D. The Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 131624240 501 (c) (3) 1782106 FMV General Support, JDC and JAFI Support, Birthright Israel Support U S Holocaust Memorial Museum 100 Raoul Wllenberg Place SW Washington DC 20024 521309391 501 (c) (3) 5400 FMV General Support United Way of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310537502 501 (c) (3) 150500 FMV General Support University of Cincinnati Foundation PO Box 210021 Cincinnati OH 45221 310896555 501 (c) (3) 18800 FMV Lichter Lecture Series and General Support Valley Temple 145 Springfield Pike Cincinnati OH 45215 310744533 501 (c) (3) 20545 FMV S.E.E.D. and General Support YWCA of Cincinnati 1105 Elm Street Cincinnati OH 45202 310537178 501 (c) (3) 5700 FMV General Support 68 1 Scholarships 154 223119 FMV Awards 4 5000 FMV Bar/Bat Mitzvah 35 17500 FMV PEGS Grants 16 4694 FMV Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: I. Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A. Agency Mission Statement B. Current listing of Agency's Board of Directors C. IRS Letter indicating tax-exempt status D. Projected program budget for 2011 or 2012 fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E. Actual program budget for 2011 or last completed fiscal year. F. Estimated program budget for the rest of 2011 or current fiscal year. G. Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H. Overall organization's corresponding fiscal year budget (attached to each program application.) I. A copy of your audited financial statements for your most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site visits to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and the site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. Jewish Federation of Cincinnati reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA , and the American Jewish Joint Distribution Committee (JDC) - both 501 (c) (3) organizations-- each file a separate Form 990 and detailed Schedules F. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 Shepard H Englander 263000 0 0 0 28062 0 12625 0 19897 0 323584 0 0 0 Part I, Line 1b Discretionary dollars were donated for CEO's work in relation to organizational matters. Megan Budynkiewicz Daughter of Christie Budynkiewicz 47936 Wages and benefits 0 X 143 1402660 Fair Market Value 0 0 1 0 Form 990, Part VI, Section A, line 2 Debbie Brant and Robert Brant have a family relationship. Robert Brant and Daniel Lipson have a family relationship. Stacey Fisher, Marc Fisher and Suzette Fisher have a family relationship. Daniel Lipson and Gloria Lpson have a family relationship. Walter Spiegel and Sharon Spiegel have a family relationship. Ilana Baden and Jeff Baden have a family relationship. Form 990, Part VI, Section B, line 11 The CFO reviewed the 990 and a public disclosure copy was subsequently provided to the Board of Directors before filing. Form 990, Part VI, Section B, line 12c Conflict of interest forms are sent out annually; results are complied and reviewed for any possible disclosures. Form 990, Part VI, Section B, line 15 Every three years, the Executive Committee, which is a board-designated committee, reviews and sets the CEO's salary and benefits package, resulting in a three year contract. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. Form 990, Part VI, Section C, line 19 The organization's governing documents are available on the Ohio Secretary of State's website. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -2,971,001. Changes in value of beneficial interest in perpetual trust 16,933. Total to Form 990, Part XI, Line 5: -2,954,068. Audit Oversight Form 990, Part XII, Line 2c The Finance and Administration Committee oversees the audit and the process has not changed in the current year.