2011-05-16T13:01:24-05:00 2010-06-30 SEIM JOHNSON LLP 18081 BURT STREET SUITE 200 OMAHA NE 680224722 990 2009-07-01 201123519 JEWISH FEDERATION OF OMAHA FOUNDATION JEWI 4023346440 333 SOUTH 132ND STREET OMAHA NE 68154 MARTIN C RICKS 4023346440 2011-05-13 1 Barbara J Fajen 4023302660 2009 2016-02-24 21:20:13Z MARTIN C RICKS 333 SOUTH 132ND STREET OMAHA NE 68154 16204470 0 X N/A X 2004 NE To conduct and support activities for the benefit of the Jewish Federation of Omaha. 17 17 0 30 0 0 4994453 6702947 20398 -13447713 1159337 0 -8453260 7882682 10196964 8269636 0 0 0 0 64239 12718 10261203 8282354 -18714463 -399672 49484942 58022950 3751807 4063080 45733135 53959870 to conduct and support activities for the benefit of the jewish federation of omaha. 0 0 8269636 8269636 20398 JEWISH FEDERATION OF OMAHA FOUNDATION'S PURPOSE IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA, INC. AND OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES WHICH ARE DESCRIBED IN IRC SECTIONS 501(C)3 AND WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC OR FOUNDATION. 8269636 1 1 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 17 17 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X DAVID KAMPSCHNEIDER 4023346438 333 SOUTH 132ND STREET OMAHA NE 68154 X JAY NODDLE 1.00 X X 0 0 0 DONALD GOLDSTEIN 1.00 X X 0 0 0 ANDREW ROBINSON 1.00 X X 0 0 0 STEVEN BLOCH 1.00 X 0 0 0 PAUL EPSTEIN 1.00 X 0 0 0 MICHAEL ERMAN 1.00 X 0 0 0 CARL RIEKES 1.00 X 0 0 0 JOSEPH KIRSHENBAUM 1.00 X 0 0 0 MURRAY NEWMAN 1.00 X 0 0 0 LARRY ROFFMAN 1.00 X 0 0 0 HARLEY SCHRAGER 1.00 X 0 0 0 TED SELDIN 1.00 X 0 0 0 FREDERICK SIMON 1.00 X 0 0 0 SUZANNE RICHARDS SINGER 1.00 X 0 0 0 NORMAN VEITZER 1.00 X 0 0 0 JORDANA GLAZER 1.00 X 0 0 0 ALLAN MUROW 1.00 X 0 0 0 MARTIN C RICKS 40.00 X 0 123404 14625 0 123404 14625 0 0 0 0 0 3474320 3228627 1400584 6702947 INVESTMENT MANAGEMENT 523920 20398 20398 20398 767154 767154 8713971 8321788 392183 392183 392183 7882682 20398 0 1159337 8210780 8210780 58856 58856 12718 12718 8282354 8269636 12718 0 9016744 1090512 6000000 38544191 48804071 1921611 2124762 2396 3605 49484942 58022950 3751807 4063080 3751807 4063080 X 28111938 35773378 4927738 4742037 12693459 13444455 45733135 53959870 49484942 58022950 X 0 1 1 X 0 X X X 0 0 0 JEWISH FED OF OMAHA INC 470384659 7 1 1 1 6647386 1 6647386 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113 2515024 2944000 13066990 1 1 0 1 13677918 501900 1096120 601278 5558 14669102 17114653 561853 -3171461 800881 26246 13677918 0.00000 0.77910 0.22090 0 0 0 7882682 8282354 -399672 2626407 6000000 8626407 8226735 16509089 2626407 6000000 8626407 7882682 0 7882682 8282354 0 8282354 0 8282354 Part IV, Line 2b: The Foundation holds assets in trust for various organizations in a fiduciary capacity. The Foundation manages the assets and can only make distributions at the request of the owners. The assets are included in investments and liabilities in custodial funds on the consolidated statement of financial position. Part V, Line 4: Description of Intended Use of Endowment Funds: TO CONTRIBUTE TO THE STABILITY AND CONTINUITY OF JEWISH LIFE AND TO SUPPORT COMMUNAL SERVICES IN THE OMAHA AREA. Part X: Description of Uncertain Tax Positions Under FIN 48: The Federation is a not-for-profit corporation as described in Section 501(c)(3) of the Code and has received a determination letter that it is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The Internal Revenue Service has established standards to be met to maintain the Federation's tax exempt status. In general, such standards require the Federation to meet a community benefits standard and comply with various laws and regulations. The Federation accounts for uncertainties in accounting for income tax assets and liabilities using guidance included in FASB ASC 740, Income Taxes. The Federation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. At June 30, 2010 and 2009, the Federation had no uncertain tax positions accrued. The Federation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Federation believes it is no longer subject to income tax examinations for years prior to 2006. The Federation's policy is to classify income tax related interest and penalties (if any) in interest expense and other expenses, respectively. Part XII, Line 2d - Other Adjustments: PRIOR PERIOD ADJ: LOAN PREV. REPT'D AS A GRANT TO JEWISH FEDERATION OF OMAHA: 6000000. 1 All Our Kids Inc 1004 Farnam Street Suite 200 Omaha NE 68102 470762798 501(C) (3) 7500 General Support American Forum for New Immigrants 1250 Connecticut Avenue NW Suite 5 Washington DC 20036 521562374 501(C) (3) 5000 General Support Bemis Center for Contemporary Arts 724 S 12th Street Omaha NE 68102 470653927 501(C) (3) 18850 General Support Beth El Synagogue 14506 California Street Omaha NE 68154 470388140 501(C) (3) 77340 General Support Beth Israel Synagogue 12604 Pacific Street Omaha NE 68154 470388010 501(C) (3) 10544 General Support Big Brothers Big Sisters 4902 Hamilton Street Omaha NE 68135 470466144 501(C) (3) 8500 General Support Bnai Israel Synagogue 618 Mynster Street Council Bluffs IA 51503 421249804 501(C) (3) 7195 General Support Boulder Museum of Contemporary Art 1750 13th Street Boulder CO 80302 840764634 501(C) (3) 5000 General Support Boys & Girls Clubs of America 1275 Peachtree Street NE Atlanta GA 30309 135562976 501(C) (3) 5000 General Support Boys & Girls Clubs of the Midlands 2610 Hamilton Street Omaha NE 68131 470467350 501(C) (3) 17950 General Support Brigit Saint Brigit Theatre Co 614 S 11th Street Omaha NE 68102 470772596 501(C) (3) 10000 General Support Camp Sabra 2 Millstone Campus Drive St Louis MO 63146 430681477 501(C) (3) 8200 Scholarships Chabad Lubavitch of Nebraska 1866 S 120th Street Omaha NE 68144 363552582 501(C) (3) 28103 General Support City of Council Bluffs 1209 Pearl Street Council Bluffs IA 51503 426004428 501(C) (3) 5000 General Support Colorado Mountain College Found PO Box 1763 Glenwood Springs CO 86102 742393418 501(C) (3) 10000 General Support Congregation Beth Jehudah 3100 N 52nd Street Milwaukee WI 53216 390855384 501(C) (3) 5800 General Support Creighton University 2500 California Plaza Omaha NE 68178 470376583 501(C) (3) 25936 General Support Direct Marketing Educational Foundation 1120 Avenue of the Americas 14th Floor New York NY 10036 136222757 501(C) (3) 12000 General Support Educare of Omaha 2123 Paul Street Omaha NE 68102 800015385 501(C) (3) 15000 General Support El Museo Latino 4701 S 25th Street Omaha NE 68107 470769493 501(C) (3) 10800 General Support Film Streams PO Box 8485 Omaha NE 68108 202549448 501(C) (3) 9900 General Support Firemen & Police Appreciation Foundation 12927 Heavenly Drive Omaha NE 68154 263499345 501(C) (3) 15000 General Support Friedel Jewish Academy 335 S 132nd Street Omaha NE 68154 051998366 501(C) (3) 167289 General Support Friends of Israel Defense Forces 350 Fifth Avenue New York NY 10118 133156445 501(C) (3) 5000 General Support Gratitude Fund 535 West 110th Street Suite 6E New York NY 10025 134015475 501(C) (3) 5000 General Support Heartland Family Service 2101 S 42nd Street Omaha NE 68105 470390618 501(C) (3) 6100 General Support Herzl Camp 7204 West 27th Street 226 St Louis Park MN 55426 830506393 501(C) (3) 10525 Scholarships Hospice of Southwest Iowa 427 East Kanesville Council Bluffs IA 51503 470733773 501(C) (3) 25000 General Support Iowa Western Community College 2700 College Road Council Bluffs IA 51503 421224333 501(C) (3) 5165 General Support Jewish Federation of Nashville 801 Percy Warner Boulevard Suite 102 Nashville TN 37205 626077703 501(C) (3) 5000 General Support Jewish Federation of Omaha 333 S 132nd Street Omaha NE 68154 470384569 501(C) (3) 6647386 GENERAL SUPPORT & VARIOUS BUIDLING PROJECTS Joslyn Art Museum 2200 Dodge Street Omaha NE 68102 470384577 501(C) (3) 6000 General Support Juvenile Diabetes Research Found 9202 West Dodge Road 304 Omaha NE 68114 231907729 501(C) (3) 21000 General Support Kaneko 1111 Jones Street Omaha NE 68102 364261067 501(C) (3) 20150 General Support Leukemia & Lymphoma Society 10832 Old Mill Road Suite 2 Omaha NE 68154 135644916 501(C) (3) 5450 General Support Lincoln Southwest High School 7001 S 14th Street Lincoln NE 68512 476003955 501(C) (3) 5840 General Support Metro Community College Foundation PO Box 3777 Omaha NE 68103 470596504 501(C) (3) 28000 General Support Mosdos Toras Chesed Inc 1343 E 9th Street Brooklyn NY 11230 205418174 501(C) (3) 10000 General Support Mourning Hope 4919 Balwin Avenue Lincoln NE 68504 470782915 501(C) (3) 5000 General Support National Endowment for the Arts 1100 Pennsylvania Avenue NW Washington DC 20506 521098587 501(C) (3) 5000 General Support National Safety & Health Council 11620 M Circle Omaha NE 68137 470259720 501(C) (3) 10000 General Support Nebraska Cultural Endowment 1004 Farnam Street Omaha NE 68102 470813703 501(C) (3) 10000 General Support Nebraska Jewish Historical Society 333 S 132nd Street Omaha NE 68154 431271156 501(C) (3) 30888 General Support NET Foundation for Television 1800 N 33rd Street Lincoln NE 68503 237122088 501(C) (3) 5650 General Support Omaha Community Foundation 302 S 36th Street Suite 100 Omaha NE 68131 470645958 501(C) (3) 6000 General Support Omaha Performing Arts Society 1200 Douglas Street Omaha NE 68102 470832480 501(C) (3) 11600 General Support Omaha Symphony Association 1605 Howard Street Omaha NE 68102 476039304 501(C) (3) 24650 General Support Opera Omaha 1625 Farnam Street Omaha NE 68102 476032795 501(C) (3) 34450 General Support Orange County Performing Arts Center 600 Town Center Drive Costa Mesa CA 92626 237287150 501(C) (3) 30000 General Support UNION FOR REFORM JUDAISM 633 3RD AVE FL 7 NEW York NY 10017 131663143 501(C) (3) 7290 YOUTH CAMPING PROGRAM Scholarships Pacific Symphony 3631 S Harbor Boulevard Suite 100 Santa Ana CA 92704 953635496 501(C) (3) 5000 General Support PEF Israel Endowment Funds 317 Madison Avenue New York NY 10017 136104086 501(C) (3) 12500 General Support Performing Arts From the Heart 19 West Larchmont Drive Larchmont NY 10538 204476299 501(C) (3) 5000 General Support Planned Parenthood of the Heartland 3105 N 93rd Street Omaha NE 68134 470391517 501(C) (3) 9540 General Support Sacred Heart 2207 Wirt Street Omaha NE 68110 470415808 501(C) (3) 7000 General Support Santa Fe Chamber Music Festival PO Box 2227 Santa Fe NM 85704 850224461 501(C) (3) 12000 General Support Santa Fe Opera PO Box 2408 Santa Fe NM 85704 850131810 501(C) (3) 25000 General Support SCORE Foundation 200 W Santa Ana Blvd 700 Santa Ana CA 92701 521962712 501(C) (3) 15000 General Support THE MAURICE B SHWAYDER CAMP OF CONGREGATION EMANUEL 51 Grape Street Denver CO 80220 840402688 501(C) (3) 7675 YOUTH CAMPING PROGRAM Scholarships Telluride Film Festival 800 Jones Street Berkeley CA 94710 237426302 501(C) (3) 12500 General Support Temple Ahavat Shalom 18200 Rinaldi Place Northridge CA 91326 956122711 501(C) (3) 5000 General Support Temple Bat Yam 1011 Camelback Street Newport Beach CA 92660 952875578 501(C) (3) 25000 General Support Temple Israel 7023 Cass Street Omaha NE 68132 470376590 501(C) (3) 101547 General Support The Partnership for Our Kids 1004 Farnam Street Suite 200 Omaha NE 68102 470762798 501(C) (3) 12500 General Support Trustees of the Univ of Penn 3701 Locust Walk Philadelphia PA 19104 231352685 501(C) (3) 65150 General Support United States Artists Inc 5757 Wilshire Blvd 580 Los Angeles CA 90036 223903993 501(C) (3) 50000 General Support United Way of the Midlands 1805 Harney Street Omaha NE 68102 470376605 501(C) (3) 94700 General Support University of Nebraska Foundation 2285 S 67th Street 200 Omaha NE 68106 470379839 501(C) (3) 46350 General Support Westside Community Schools Foundation 8701 Pacific Street Omaha NE 68114 470560469 501(C) (3) 5000 General Support 69 0 SCHOLARSHIPS 6 48856 AWARD 1 10000 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: GRANTS TO ORGANIZATIONS: Grants are disbursed after programs and services are provided, and receipts for the costs are submitted to the Foundation. GRANTS TO INDIVIDUALS: SCHOLARSHIP RECIPIENTS ARE ISSUED CHECKS PAYABLE TO COLLEGE/SCHOOL TO PAY TUITION, AND ARE REQUIRED TO SUBMIT TRANSCRIPTS FOR COURSEWORK. X 19 1400584 AVERAGE HIGH/LOW BALANCE 0 1 0 Form 990, Part VI, Section A, line 2 jay noddle, president of the board, and joseph kirshenbaum, a board member, ARE CO-OWNERS OF A FOR-PROFIT BUSINESS. ALLAN MUROW, A BOARD MEMBER, IS AN EMPLOYEE OF THAT BUSINESS. Form 990, Part VI, Section A, line 7a THE JEWISH FEDERATION OF OMAHA, A RELATED ORGANIZATION, HAS THE ABILITY TO APPOINT AND APPROVE ALL BOARD MEMBERS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION. Form 990, Part VI, Section A, line 8b THERE IS NOT A COMMITTEE WITH THE ABILITY TO ACT ON BEHALF OF THE GOVERNING BODY. AS SUCH, THERE ARE NO COMMITTEE MEETINGS OR CONTEMPORARNEOUS DOCUMENTATION OF SUCH MEETINGS. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an accounting firm with the assistance of the controller. When the 990 has been prepared, it is then reviewed by the controller. Copies of the return are made available to the ENDOWMENT Director after the controller has reviewed the return. The return is approved by the ENDOWMENT Director prior to submission to the IRS. Form 990, Part VI, Section B, line 12c Persons covered by this policy will annually disclose or update to the President of the Board of Directors on a form provided by the Organization their interests that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with businesses and other organizations or those of family members. For each interest disclosed to the President of the Board of Directors, the President will determine whether to: (a) take no action; (b) assure full disclosure to the Board of Directors and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the Organization; or (d) ask the person to resign from his or her position in the Organization or, if the person refuses to resign, become subject to possible removal in accordance with the Organization's removal procedures. The Organization's Endowment Director will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the President of the Board of Directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. Form 990, Part VI, Section B, line 15a Policy on the Process for Determining Compensation This Policy on the Process for Determining Compensation of the Jewish Federation of Omaha Foundation applies to the compensation of the following persons employed by the Organization: ENDOWMENT DIRECTOR The process includes all of these elements: (1) review and approval by JAY NODDLE, President of the FOUNDATION BOARD; (2) use of data as to comparable compensation; and (3) contemporaneous documentation and recordkeeping. 1. Review and approval. The compensation of the person is reviewed and approved by the President of the FOUNDATION BOARD, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. 2. Use of data as to comparable compensation. The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. 3. Contemporaneous documentation and recordkeeping. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement. Form 990, Part VI, Section C, line 19 JEWISH FEDERATION OF OMAHA FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE BOARD OF DIRECTORS FOR THE JEWISH FEDERATION OF OMAHA FOUNDATION ASSUMES RESPONSIBILITIY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JEWISH FEDERATION OF OMAHA INC 333 S 132ND STREET OMAHA NE 68154 470384659 NON-PROFIT SERVICES NE 501(C)(3) 7 N/A PARDES FOUNDATION 333 S 132ND STREET OMAHA NE 68154 470824776 MANAGE PROPERTY NE 501(C)(3) 11A N/A 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0