THE JEWISH FEDERATION OF SARASOTA-MANATEE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATION OF SARASOTA-MANATEE INC (EIN 59-1227747)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-03-06
IRS object ID
202530659349300328
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-06T10:55:21-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591753337PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERKERING BARBERIO & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 49348AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342306348ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN591227747EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATION OFBusinessNameLine1Txt
Business Name Line2SARASOTA-MANATEE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9413714546PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1580 S MCINTOSH ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICOLE M COYNEPersonNm
Person TitleCFOPersonTitleTxt
Phone9413432112PhoneNum
Signature2025-02-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN SIMMONSPreparerPersonNm
PTINP00360690PTIN
Phone9413654617PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHEP ENGLANDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1580 S MCINTOSH ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$34,179,462GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFEDSRQ.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL.ActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee42TotalEmployeeCnt
Total Volunteers380TotalVolunteersCnt
Total Gross UBI$239,250TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,453,132PYContributionsGrantsAmt
CY Contributions Grants$13,566,258CYContributionsGrantsAmt
PY Program Service Revenue$147,683PYProgramServiceRevenueAmt
CY Program Service Revenue$190,522CYProgramServiceRevenueAmt
PY Investment Income-$600,732PYInvestmentIncomeAmt
CY Investment Income-$476,282CYInvestmentIncomeAmt
PY Other Revenue$180,382PYOtherRevenueAmt
CY Other Revenue$177,000CYOtherRevenueAmt
PY Total Revenue$6,180,465PYTotalRevenueAmt
CY Total Revenue$13,457,498CYTotalRevenueAmt
PY Grants And Similar Paid$1,744,301PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,178,912CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,424,363PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,991,100CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$189,931PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$156,942CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,452,034CYTotalFundraisingExpenseAmt
PY Other Expenses$1,985,880PYOtherExpensesAmt
CY Other Expenses$1,909,897CYOtherExpensesAmt
PY Total Expenses$6,344,475PYTotalExpensesAmt
CY Total Expenses$6,236,851CYTotalExpensesAmt
PY Revenues Less Expenses-$164,010PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,220,647CYRevenuesLessExpensesAmt
Total Assets BOY$43,885,659TotalAssetsBOYAmt
Total Assets EOY$62,748,988TotalAssetsEOYAmt
Total Liabilities BOY$2,366,414TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,397,262TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$41,519,245NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$52,351,726NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,491,445ExpenseAmt
Grant$421,515GrantAmt
Revenue$26,660RevenueAmt
DescISRAEL, OVERSEAS, ADVOCACY AND COMMUNITY RELATIONS: THE JEWISH FEDERATION OF SARASOTA-MANATEE (JFSM) WORKS TO ADDRESS HUMAN AND EDUCATIONAL NEEDS IN ISRAEL AND OVER 70 COUNTRIES AROUND THE WORLD. EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * THE HELLER COMMUNITY RELATIONS COMMITTEE (CRC) WAS ESTABLISHED TO BUILD RELATIONSHIPS WITHIN THE JEWISH AND NON-JEWISH COMMUNITIES TO ADVANCE COMMON INTERESTS THROUGH EDUCATION AND ADVOCACY. THE CRC WORKS WITH OUR PARTNERS TO ADVOCATE FOR PEACE AND SECURITY IN ISRAEL, INCREASES COMMUNITY AWARENESS OF ISSUES AFFECTING THE AMERICAN JEWISH COMMUNITY AND ISRAEL; RAISES CONSCIOUSNESS OF, AND ACTIVELY CONFRONTS ANTISEMITISM ON A LOCAL AND GLOBAL LEVEL; AND, DIRECTLY ADDRESSES ANTI-ISRAEL ACTIVITIES IN SARASOTA-MANATEE. ** FEDERATION STAFF AND VOLUNTEERS BUILD PERSONAL RELATIONSHIPS WITH CLERGY, CIVIC, AND COMMUNITY LEADERSHIP ** THIS INITIATIVE HAS SPONSORED NUMEROUS SPEAKERS AND PROGRAMS AND FIVE INTERFAITH MISSIONS TO ISRAEL. * THE WOMEN'S GIVING CIRCLE IS MADE UP OF WOMEN IN THE SARASOTA-MANATEE AREA WHO ARE DEDICATED TO FUNDING PROJECTS DESIGNED TO IMPROVE THE LIVES OF WOMEN AND CHILDREN IN ISRAEL. MEMBERS MAKE A CONTRIBUTION AND HAVE A VOICE IN DETERMINING THE ALLOCATION OF FUNDS. HAVING JUST COMPLETED ITS NINTH YEAR, THE CIRCLE HAS 60 MEMBERS WHO, IN 2023, AWARDED EIGHT ORGANIZATIONS A TOTAL OF $39,000. AS AN EXAMPLE, TWO OF THE RECIPIENTS WERE DENTAL VOLUNTEERS IN ISRAEL, WHICH PROVIDES FREE DENTAL CARE FOR UKRAINIAN REFUGEE YOUTH AND THOSE GOING INTO THE ISRAEL DEFENSE FORCES, AND BEIT MICHA TEL AVIV, AN ORGANIZATION THAT CARES FOR OVER 700 INFANTS AND CHILDREN WITH HEARING LOSS, PROVIDING HEARING ASSIST DEVICES, COUNSELING FOR FAMILIES AND THERAPY FOR THE CHILDREN. * IMPACT THEATRE BEGAN IN AUGUST 2021 AND IS A COLLABORATIVE EDUCATIONAL EFFORT THAT CONNECTS AREA JEWISH AND AFRICAN AMERICAN TEENS TO BOTH HOLOCAUST SURVIVORS AND ELDER MEMBERS OF THE AFRICAN AMERICAN COMMUNITY WHO LIVED DURING SEGREGATION. INSPIRED BY THE LEGENDARY RELATIONSHIP BETWEEN MARTIN LUTHER KING, JR. AND RABBI ABRAHAM JOSHUA HESCHEL WHO TOGETHER MARCHED FOR CIVIL RIGHTS AND SOCIAL JUSTICE. IMPACT THEATRE'S EFFORTS STRENGTHEN THE COMMUNITIES IN SARASOTA-MANATEE AS HISTORY HAS CONCLUDED THAT THERE IS A STRONG SHARED LEGACY BETWEEN THE TWO. AFTER PROGRAM PROVIDED TRAINING, 10 JEWISH TEENS INTERVIEWED 10 AFRICAN AMERICAN ELDERS AND 10 AFRICAN AMERICAN TEENS INTERVIEWED 10 HOLOCAUST SURVIVORS. THESE INTERVIEWS TOOK PLACE DURING THE 2023-2024 SCHOOL YEAR, ALONG WITH MONTHLY MEETINGS FOR THE TEENS TO DEBRIEF WITH PROGRAM STAFF TO PROCESS THEIR FIRST-HAND LEARNING FROM THESE SURVIVORS WHO BORE WITNESS TO THE SUFFERING FROM THE OPPRESSION, SEGREGATION, AND PERSECUTION. AT THE END OF THE SCHOOL YEAR, A CULMINATING INTERPRETIVE PERFORMANCE PRESENTATION OF EACH OF THE 20 STORIES WAS HELD. * OVERSEAS GRANTS: ** AMERICAN FRIENDS OF LEKET ISRAEL: THIS GRANT SUPPORTED LEKET'S FOOD RESCUE EFFORTS AS WELL AS A PROGRAM TO ASSIST FARMERS WHOSE FARMS WERE DAMAGED AS A RESULT OF THE OCTOBER 7TH TERRORIST ATTACKS IN ISRAEL. ** NEVE MICHAEL CHILDREN'S VILLAGE: THIS GRANT PROVIDED PERSONAL ARRIVAL PACKAGES FOR THE NEVE MICHAEL CHILDREN'S EMERGENCY CRISIS CENTER. CHILDREN TYPICALLY ARRIVE THERE WITH ONLY THE CLOTHING ON THEIR BACKS, AND OFTEN TIMES IN THEIR PAJAMAS. THESE PERSONAL APPROVAL PACKAGES PROVIDE CHILDREN WITH NEW PAJAMAS, UNDER GARMENTS, CLOTHING AND TOILETRIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$732,233ExpenseAmt
Grant$206,945GrantAmt
Revenue$160,396RevenueAmt
DescJEWISH EDUCATION AND PROGRAMMING:THE FEDERATION, IN COOPERATION WITH AREA SYNAGOGUES AND ORGANIZATIONS, OFFERS A WIDE RANGE OF INSPIRING OPPORTUNITIES THAT ENABLE TEENAGERS, ADULTS AND FAMILIES TO BECOME CONFIDENT AND COMFORTABLE LIFELONG JEWISH LEARNERS. THE FEDERATION PROVIDES A WIDE RANGE OF JEWISH PROGRAMS THROUGHOUT THE TWO-COUNTY AREA. THIS CATEGORY INCLUDES PROGRAMS CELEBRATING JEWISH HOLIDAYS, OUTREACH EFFORTS TO THE UNAFFILIATED AND ADULT PROGRAMS FOR ALL AGES AND INTERESTS. LOCALLY, THE FEDERATION CONDUCTS OUTREACH WITHIN THE JEWISH AND GENERAL COMMUNITIES, FOSTERING ISRAEL EDUCATION AND AWARENESS AND PROVIDES A FORUM FOR DEALING WITH ANTISEMITISM.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * YOUTH GRANTS ** JEWISH SUMMER OVERNIGHT CAMP GRANTS: STUDIES HAVE PROVEN, OVERWHELMINGLY, THAT JEWISH CAMPING EXPERIENCES SERVE AS A CRITICAL TOOL IN JEWISH CONTINUITY EFFORTS. IN AN EFFORT TO ENCOURAGE AREA FAMILIES TO SEND THEIR CHILDREN TO JEWISH CAMPS, THE JEWISH FEDERATION OF SARASOTA-MANATEE WAS THRILLED TO AWARD $60,985 TO 32 STUDENTS IN INCENTIVE GRANTS AND FINANCIAL ASSISTANCE GRANTS IN 2023. CHILDREN FROM SARASOTA-MANATEE ATTENDED JEWISH OVERNIGHT CAMPS SUCH AS CAMP RAMAH DAROM, CAMP BARNEY MEDINTZ, CAMP JUDEA, CAMP COLEMAN, CAMP BLUE STAR AND KUTZ CAMP. ** S.K.I.P. SCHOLARSHIPS TO SEND KIDS TO ISRAEL PROGRAM: A SUBSIDY OF $12,500 WAS AWARDED TO ENSURE TEENS AND YOUNG ADULTS ARE ABLE TO TRAVEL TO ISRAEL, THIS PROGRAM IS AN IMPORTANT PART OF THE FEDERATION'S COMMITMENT TO CONTINUITY AND IDENTITY FOR OUR COMMUNITY. ** RELIGIOUS SCHOOL SCHOLARSHIPS - FEDERATION PROVIDED 76 RELIGIOUS SCHOOL SCHOLARSHIPS TOTALING $30,000. ** COLLEGE SCHOLARSHIPS - FEDERATION PROVIDED 8 COLLEGE SCHOLARSHIPS TOTALING $50,000. * O FEDERATION-SPONSORED COMMUNITY-WIDE EDUCATIONAL AND CULTURAL PROGRAMS THAT ENSURE A STRONG JEWISH IDENTITY AND TO HELP BUILD A DYNAMIC AND ENGAGED JEWISH COMMUNITY FOR GENERATIONS TO COME. PROGRAMS FEATURE SPEAKERS ON A WIDE VARIETY OF TOPICS. * " SINCE ITS INCEPTION THE FEDERATION'S PJ LIBRARY PROGRAM HAS ENABLED OVER 500 FAMILIES WITH CHILDREN AGES 6 MONTHS TO 12 YEARS TO RECEIVE A MONTHLY MAILING OF JEWISH CHILDREN'S BOOKS, CDS, OR THE OCCASIONAL PARENT BOOK, FOR ONE YEAR. EACH BOOK AND CD CAME WITH GUIDES TO HELP FAMILIES USE THE SELECTION IN THEIR HOMES. BOOK AND MUSIC LISTS WERE CHOSEN BY THE FOREMOST EARLY-CHILDHOOD EXPERTS. THE LIST INCLUDES THEMES SUCH AS JEWISH HOLIDAYS, FOLKTALES AND JEWISH FAMILY LIFE. * " THE JEWISH FILM FESTIVAL, THE JEWISH FEDERATION'S LARGEST SINGLE OUTREACH PROGRAM, PROVIDES SCREENINGS OF FILMS AND EVENTS FOR THE ENTIRE COMMUNITY ON TOPICS THAT APPEAL TO A BROAD RANGE OF INTERESTS, AGES AND POINTS OF VIEW. MORE THAN 1,000 PEOPLE ATTENDED THE 2023 JEWISH FILM FESTIVAL. * THE FEDERATION HONORS ITS COMMITMENT TO HOLOCAUST EDUCATION THROUGH: ** THE SPEAKERS BUREAU, WHICH ADDRESSES ISSUES PERTAINING TO HOLOCAUST EDUCATION IN LOCAL PUBLIC AND PRIVATE SCHOOLS FOR THOUSANDS OF STUDENTS; ALONG WITH SPEAKING AT ROTARY CLUBS, TEMPLES AND CHURCHES REACHING HUNDREDS OF ADULTS AND STUDENTS. ** THE ANNUAL CHANUKAH SURVIVORS LUNCHEON, WHICH TREATED OVER 100 LOCAL AREA HOLOCAUST SURVIVORS TO A BEAUTIFUL CHANUKAH CELEBRATION LUNCHEON AS WE PAID TRIBUTE TO THEIR INNER STRENGTH, COURAGE, STAMINA, AND REMARKABLE DEDICATION TO OUR TRADITIONS. ** AND FEDERATION-SPONSORED HOLOCAUST EDUCATION PROGRAMS THROUGHOUT THE COMMUNITY, INCLUDING A KRISTALLNACHT COMMEMORATION, A YOM HASHOAH HOLOCAUST REMEMBRANCE DAY PROGRAM, AND AN INTERNATIONAL HOLOCAUST REMEMBRANCE DAY PROGRAM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$883,448ExpenseAmt
Grant$249,682GrantAmt
DescSARASOTA-MANATEE JEWISH SAFETY NET PROGRAMS:THE FEDERATION WORKS TO ENSURE THAT BASIC NEEDS SUCH AS FOOD AND SHELTER ARE MET, AS WE WORK FOR THE SOCIAL, EMOTIONAL AND FINANCIAL WELL-BEING OF JEWS IN SARASOTA-MANATEE.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * JEWISH HEALING PROGRAM: THE FEDERATION PROVIDES A SIGNIFICANT PORTION OF THE FUNDING FOR THE JEWISH HEALING PROGRAM, WHICH IS IMPLEMENTED BY JFCS. EACH MONTH VOLUNTEERS PROVIDE DIRECT COMMUNITY SERVICES TO THE JEWISH COMMUNITY, INCLUDING BIKKOR CHOLIM (VISIT THE SICK), BEREAVEMENT SERVICES, COMMUNITY RELIGIOUS OUTREACH (TO SENIORS IN NURSING HOMES AND ASSISTED LIVING FACILITIES), PRISON MINISTRY AND DOULA (END-OF-LIFE) SERVICES. MORE THAN 1,000 CONTACTS WERE MADE WITH THE JEWISH COMMUNITY, HELPING THE MOST AT-RISK AND ISOLATED TO RECEIVE SPIRITUAL GUIDANCE AND MUCH-NEEDED HUMAN CONTACT. * DIRECT SUPPORT FOR 115 HOLOCAUST SURVIVORS: THE FEDERATION UNDERWRITES THE COST OF ONE CASE MANAGER AT JFCS WHO IS RESPONSIBLE FOR PROVIDING A VARIETY OF SERVICES TO OUR AREA HOLOCAUST SURVIVORS. * RELIGIOUS OUTREACH: JEWISH HOLIDAYS: THE JEWISH FEDERATION FUNDED JEWISH HOLIDAY CELEBRATIONS THROUGHOUT THE YEAR WHICH WERE HELD IN PERSON AND VIA ZOOM FOR APPROXIMATELY 10 SENIOR LIVING FACILITIES WITH MORE THAN 250 PARTICIPANTS; THIS PROGRAM IS RUN BY THE COMMUNITY CHAPLAIN AND JFCS VOLUNTEERS. * COMMUNITY EMERGENCY ASSISTANCE FUND: THE FEDERATION PROVIDED CLOSE TO $30,000 IN EMERGENCY FUNDING FOR 138 LOCAL JEWISH CLIENTS IN NEED FOR RENT, UTILITIES AND FOOD. THE PROGRAM IS ADMINISTERED THROUGH JFCS. * CARING FOR THE JEWISH ELDERLY: THE FEDERATION PROVIDES BASIC HUMAN NEEDS SUCH AS FOOD, MEDICINES AND HOME CARE FOR THOUSANDS OF ELDERLY JEWS IN THE FORMER SOVIET UNION RECEIVE THROUGH THE JEWISH JOINT DISTRIBUTION COMMITTEE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,064,215ExpenseAmt
Grant$300,770GrantAmt
Revenue$3,466RevenueAmt
DescCOLLABORATIVE PARTNERSHIPS:THE FEDERATION WORKS WITH A WIDE RANGE OF COMMUNITY PARTNERS TO SUPPORT JEWISH-THEMED PROGRAMMING FOR THE ENTIRE COMMUNITY.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: * EMBRACING OUR DIFFERENCES: THE FEDERATION PARTNERS WITH COEXISTENCE, INC. AND PAYS A PORTION OF AN EOD EDUCATION STAFF POSITION, EACH YEAR TO PRESENT THIS INTERNATIONAL OUTDOOR ART EXHIBIT. THE EXHIBIT PROMOTES THE VALUE OF DIVERSITY, THE BENEFIT OF INCLUSION AND THE SIGNIFICANCE OF THE ACTIVE REJECTION OF HATRED AND PREJUDICE. PUBLIC SCHOOL CHILDREN, GRADES K-12, ARE TRANSPORTED TO THE EXHIBIT FOR FREE EACH YEAR - SINCE 2004, CLOSE TO 2.5 MILLION STUDENTS HAVE BENEFITTED FROM THIS FREE EDUCATIONAL PROGRAM.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,064,215TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$300,770TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$3,466TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,171,341TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document54IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee42EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9413714546PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1580 S MCINTOSH ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BARBARA ACKERMAN
DIRECTOR1.00Yes (X)$0$0$0
TOM BERNSTEIN
DIRECTOR1.00Yes (X)$0$0$0
VERONICA BRADY
DIRECTOR1.00Yes (X)$0$0$0
DAVID CHAIFETZ
DIRECTOR1.00Yes (X)$0$0$0
MARY COLLIER
AT LARGE1.00Yes (X)$0$0$0
LAUREN FINEMAN
DIRECTOR1.00Yes (X)$0$0$0
JUDY FOX
DIRECTOR1.00Yes (X)$0$0$0
DAVID FRIED
DIRECTOR1.00Yes (X)$0$0$0
ROZ GOLDBERG
AT LARGE1.00Yes (X)$0$0$0
MARY GRATEHOUSE
DIRECTOR1.00Yes (X)$0$0$0
LARRY GREENSPON
DIRECTOR1.00Yes (X)$0$0$0
JULIE WRIGHT HALBERT
DIRECTOR1.00Yes (X)$0$0$0
DR LEW HANAN
DIRECTOR1.00Yes (X)$0$0$0
LARRY HASPEL
DIRECTOR1.00Yes (X)$0$0$0
BOB ISRAELOFF
DIRECTOR1.00Yes (X)$0$0$0
DEB KABINOFF
DIRECTOR1.00Yes (X)$0$0$0
SIMONE KNEGO
DIRECTOR1.00Yes (X)$0$0$0
JAIME MARCO
AT LARGE1.00Yes (X)$0$0$0
DAVID MILLSTONE
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL RITTER
AT LARGE1.00Yes (X)$0$0$0
AARON RUBEN
DIRECTOR1.00Yes (X)$0$0$0
DAN SHUGAR
DIRECTOR1.00Yes (X)$0$0$0
ALAN SILVERGLAT
DIRECTOR1.00Yes (X)$0$0$0
ANNE SPINDEL
DIRECTOR1.00Yes (X)$0$0$0
LOIS STULBERG
DIRECTOR1.00Yes (X)$0$0$0
PATTI WERTHEIMER
DIRECTOR1.00Yes (X)$0$0$0
LARRY ZASLAVSKY
DIRECTOR1.00Yes (X)$0$0$0
RANDON CARVEL
IMMEDIATE PAST PRESIDENT1.00Yes (X)$0$0$0Yes (X)
BRUCE S UDELL
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
STACY HANAN
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
WAYNE RUBEN
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
JOEL MORGANROTH
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MEL TAUB
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARK SMOTKIN
TREASURER1.00Yes (X)$0$0$0Yes (X)
MARSHA EISENBERG
SECRETARY/GOVERNANCE OFFIC1.00Yes (X)$0$0$0Yes (X)
SHEP ENGLANDER
CEO50.00$314,333$0$61,624Yes (X)
VICTORIA TIUTYAMA
CFO TO SEPT 1 202350.00$90,410$0$33,974Yes (X)
NICOLE M COYNE
CFO EFF SEPT 5 202350.00$36,141$0$9,064Yes (X)
KIMBERLY J ADLER
CHIEF OPERATING OFFICER50.00$141,967$0$40,523Yes (X)
HERMIONE GILPIN
CHIEF ADVANCEMENT OFFICER50.00$137,113$0$18,921Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$719,964TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$164,106TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TANDEM CONSTRUCTION
5391 LAKEWOOD RANCH BLVD N STE 2SARASOTAFL34240GENERAL CONTRACTING AND CONSTRUCTION MAN$8,411,087
RELOFANT
730 S STERLING AVE STE 109TAMPAFL33609GENERAL CONTRACTING AND CONSTRUCTION MAN$224,945
FLEISCHMANGARCIA
324 HYDE PARK AVENUE SUITE 300TAMPAFL33606ARCHITECTURE AND CONSTRUCTION PLANNING$196,325
SECURE COMMUNITY NETWORK INC
540 NORTH DEARBORN STREETCHICAGOIL60610COMMUNITY SECURITY DIRECTORCOMMUNITY S$137,308
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$19,118FundraisingAmt
Government Grants$1,152,840GovernmentGrantsAmt
All Other Contributions$12,394,300AllOtherContributionsAmt
Noncash Contributions$3,210,073NoncashContributionsAmt
Total Contributions$13,566,258TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PEOPLE OF THE BOOK900099$43,962$43,962
ISRAEL @ 70/75900099$39,977$39,977
JEWISH FILM FESTIVAL900099$33,246$33,246
WOMEN'S DAY900099$33,009$33,009
YOUNG AMBASSADORS900009$19,400$19,400

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,928TotalRevenueColumnAmt
Related Or Exempt Func Income$20,928RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$190,522TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$588,072TotalRevenueColumnAmt
Exclusion$588,072ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$197,850RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$234,926RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$37,076RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$37,076TotalRevenueColumnAmt
Exclusion-$37,076ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$19,383,444SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,447,798SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,064,354SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,064,354TotalRevenueColumnAmt
Exclusion-$1,064,354ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$13,700FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$19,118ContriRptFundraisingEventAmt
Fundraising Direct Expenses$39,240FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$25,540TotalRevenueColumnAmt
Exclusion-$25,540ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADVERTISING541800$239,250$239,250
OTHER SUPPORT REVENUE900099$366$366
FieldValueIRS element (for citing)
Other Revenue Total$239,616OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,457,498TotalRevenueColumnAmt
Related Or Exempt Func Income$190,522RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$239,250UnrelatedBusinessRevenueAmt
Exclusion-$538,532ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,029,532TotalAmt
Program Services$1,029,532ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$149,380TotalAmt
Program Services$149,380ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$720,032TotalAmt
Program Services$315,499ProgramServicesAmt
Management And General$122,551ManagementAndGeneralAmt
Fundraising$281,982FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,723,837TotalAmt
Program Services$1,005,245ProgramServicesAmt
Management And General$239,574ManagementAndGeneralAmt
Fundraising$479,018FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$110,150TotalAmt
Program Services$56,795ProgramServicesAmt
Management And General$17,027ManagementAndGeneralAmt
Fundraising$36,328FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$270,891TotalAmt
Program Services$139,475ProgramServicesAmt
Management And General$36,639ManagementAndGeneralAmt
Fundraising$94,777FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$166,190TotalAmt
Program Services$82,832ProgramServicesAmt
Management And General$26,655ManagementAndGeneralAmt
Fundraising$56,703FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,166TotalAmt
Program Services$7,065ProgramServicesAmt
Management And General$2,211ManagementAndGeneralAmt
Fundraising$8,890FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,200TotalAmt
Program Services$14,078ProgramServicesAmt
Management And General$4,407ManagementAndGeneralAmt
Fundraising$17,715FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$90,824TotalAmt
Program Services$39,687ProgramServicesAmt
Management And General$11,165ManagementAndGeneralAmt
Fundraising$39,972FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$156,942TotalAmt
Fundraising$156,942FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,898TotalAmt
Management And General$43,898ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$235,801TotalAmt
Program Services$218,402ProgramServicesAmt
Management And General$3,236ManagementAndGeneralAmt
Fundraising$14,163FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$61,539TotalAmt
Program Services$55,395ProgramServicesAmt
Management And General$28ManagementAndGeneralAmt
Fundraising$6,116FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$150,817TotalAmt
Program Services$120,271ProgramServicesAmt
Management And General$6,915ManagementAndGeneralAmt
Fundraising$23,631FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$135,949TotalAmt
Program Services$69,275ProgramServicesAmt
Management And General$18,315ManagementAndGeneralAmt
Fundraising$48,359FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$76,741TotalAmt
Program Services$46,444ProgramServicesAmt
Management And General$9,682ManagementAndGeneralAmt
Fundraising$20,615FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$285,824TotalAmt
Program Services$281,579ProgramServicesAmt
Management And General$263ManagementAndGeneralAmt
Fundraising$3,982FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,277TotalAmt
Program Services$5,259ProgramServicesAmt
Management And General$1,121ManagementAndGeneralAmt
Fundraising$3,897FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$182,048TotalAmt
Program Services$90,787ProgramServicesAmt
Management And General$29,164ManagementAndGeneralAmt
Fundraising$62,097FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$57,144TotalAmt
Program Services$29,012ProgramServicesAmt
Management And General$8,636ManagementAndGeneralAmt
Fundraising$19,496FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD & BEVERAGE$129,453$113,562$3,995$11,896
NEWSPAPER PRODUCTION$111,231$103,847$660$6,724
FILM SCREENING, A/V AND$86,463$84,550$611$1,302
BUILDING AND GROUNDS MA$83,507$41,645$13,378$28,484

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$114,015TotalAmt
Program Services$71,725ProgramServicesAmt
Management And General$13,345ManagementAndGeneralAmt
Fundraising$28,945FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,236,851TotalAmt
Program Services$4,171,341ProgramServicesAmt
Management And General$613,476ManagementAndGeneralAmt
Fundraising$1,452,034FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$499BOYAmt
EOY$500EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,701,035BOYAmt
EOY$9,058,160EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,113,480BOYAmt
EOY$3,465,265EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$196,546BOYAmt
EOY$68,359EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,157,880LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,220,263LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,589,046BOYAmt
EOY$25,937,617EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,140,083BOYAmt
EOY$21,534,430EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1BOYAmt
EOY$1EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,144,969BOYAmt
EOY$2,684,656EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,885,659BOYAmt
EOY$62,748,988EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,441,287BOYAmt
EOY$2,646,372EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$14,990BOYAmt
EOY$45,842EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$120,007BOYAmt
EOY$326,097EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$50,001BOYAmt
EOY$6,669,907EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$740,129BOYAmt
EOY$709,044EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,366,414BOYAmt
EOY$10,397,262EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,790,446BOYAmt
EOY$36,306,942EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,728,799BOYAmt
EOY$16,044,784EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,519,245BOYAmt
EOY$52,351,726EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,885,659BOYAmt
EOY$62,748,988EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,220,647ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,577,874NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$33,960OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,389,229CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,880,780CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,131,788CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,453,132CurrentTaxYearMinus1YearAmt
Current Tax Year$13,566,258CurrentTaxYearAmt
Total$49,421,187TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,389,229CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,880,780CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,131,788CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,453,132CurrentTaxYearMinus1YearAmt
Current Tax Year$13,566,258CurrentTaxYearAmt
Total$49,421,187TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,228,152SubstantialContributorsTotAmt
Public Support Total170$47,193,035PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$325,129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$642,050CurrentTaxYearMinus1YearAmt
Current Tax Year$588,072CurrentTaxYearAmt
Total$1,809,720TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294,335CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$222,154CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$248,978CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$218,340CurrentTaxYearMinus1YearAmt
Current Tax Year$239,250CurrentTaxYearAmt
Total$1,223,057TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,389CurrentTaxYearMinus1YearAmt
Current Tax Year$366CurrentTaxYearAmt
Total$7,186TotalAmt
FieldValueIRS element (for citing)
Total Support$52,461,150TotalSupportAmt
Gross Receipts Rltd Activities$979,966GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89960PublicSupportCY170Pct
Public Support PY1700.93340PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$90,824DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$90,824TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held14DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,244,826DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$385,380DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,675,952DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,953,417BeginningYearBalanceAmt
Contributions$23,896ContributionsAmt
Investment Earnings Or Losses$1,611,036InvestmentEarningsOrLossesAmt
Other Expenditures$601,967OtherExpendituresAmt
End Year Balance$12,986,382EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,742,618BeginningYearBalanceAmt
Contributions$482,234ContributionsAmt
Investment Earnings Or Losses-$1,653,678InvestmentEarningsOrLossesAmt
Other Expenditures$617,757OtherExpendituresAmt
End Year Balance$11,953,417EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,657,182BeginningYearBalanceAmt
Contributions$228,055ContributionsAmt
Investment Earnings Or Losses$1,324,950InvestmentEarningsOrLossesAmt
Other Expenditures$1,467,569OtherExpendituresAmt
End Year Balance$13,742,618EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,247,178BeginningYearBalanceAmt
Contributions$217,085ContributionsAmt
Investment Earnings Or Losses$1,541,275InvestmentEarningsOrLossesAmt
Other Expenditures$348,356OtherExpendituresAmt
End Year Balance$13,657,182EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,125,681BeginningYearBalanceAmt
Contributions$1,538,693ContributionsAmt
Investment Earnings Or Losses$1,082,815InvestmentEarningsOrLossesAmt
Other Expenditures$500,011OtherExpendituresAmt
End Year Balance$12,247,178EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.32360BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.67640PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,022,395OtherCostOrOtherBasisAmt
Book Value$1,022,395BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,615,252OtherCostOrOtherBasisAmt
Depreciation$4,898,530DepreciationAmt
Book Value$9,716,722BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$306,580OtherCostOrOtherBasisAmt
Book Value$306,580BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,248,097OtherCostOrOtherBasisAmt
Depreciation$278,002DepreciationAmt
Book Value$970,095BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,965,556OtherCostOrOtherBasisAmt
Depreciation$43,731DepreciationAmt
Book Value$13,921,825BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$25,937,617TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ANNUITIES & TRUSTS PAYABLE$537,006
FUNDS HELD ON BEHALF OF OTHERS$172,038
FieldValueIRS element (for citing)
Total Liability$709,044TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$17,478,176TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,577,874NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$82,296DonatedServicesAndUseFcltsAmt
Other Revenue$169,480OtherRevenueAmt
Revenue Not Reported$3,829,650RevenueNotReportedAmt
Revenue Subtotal$13,648,526RevenueSubtotalAmt
Investment Expenses Not Incld$43,898InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$234,926OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$191,028RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,457,498TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,645,695TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$82,296DonatedServicesUseFcltsAmt
Other Expenses Included$370,446OtherExpensesIncludedAmt
Expenses Not Reported$452,742ExpensesNotReportedAmt
Expenses Subtotal$6,192,953ExpensesSubtotalAmt
Investment Expenses Not Incld2$43,898InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$43,898ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,236,851TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ALL ENDOWMENT FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE DONOR AGREEMENT. RESTRICTED FUNDS ARE USED FOR PROGRAMS TO PROMOTE JEWISH CONTINUITY OR PROVIDE FINANCIAL ASSISTANCE IN OUR COMMUNITY. SCHOLARSHIP FUNDS ARE USED TO AWARD POST HIGH SCHOOL SCHOLARSHIPS TO STUDENTS IN OUR COMMUNITY MEETING THE REQUIRED CRITERIA. UNRESTRICTED FUND IS USED TO SUPPORT THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC. (FEDERATION) PROGRAMS AS DETERMINED BY THE BOARD OF DIRECTORS. THE PERMANENTLY ENDOWED FUNDS ARE FUNDS HELD IN PERPETUITY WITH THE INCOME USED TO IMPLEMENT THE FEDERATION MISSION.
PART X, LINE 2:UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FEDERATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FEDERATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:UNCOLLECTIBLE PLEDGES 135,520. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 33,960.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSE NETTED AGAINST 990 REVENUE -234,926.
PART XII, LINE 2D - OTHER ADJUSTMENTS:UNCOLLECTIBLE PLEDGES 135,520. RENTAL EXPENSE NETTED AGAINST 990 REVENUE 234,926.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICE EXPENSESDESIGN SERVICES$9,032
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICE EXPENSESMOMENTUM MISSION TRIP EXPENSES$110
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICE EXPENSESFILM SCREENING FEES FOR FESTIVALS$10,730
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICE EXPENSESSOLIDARITY MISSION TO ISRAEL EXPENSES$1,739
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICE EXPENSESCAMP GRANT$3,630
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICE EXPENSESSUBSCRIPTION TO MARKETING AND IT TICKETING SYSTEM$597
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICESMARKETING SUPPLIES$1,280
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICE EXPENSESSKIP SCHOLARSHIP$2,500
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICE EXPENSESSUBSCRIPTION TO ORGANIZATIONAL CHART SOFTWARE$120
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICE EXPENSESSUBSCRIPTION FOR STOCK PHOTOS$144
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICE EXPENSESFLIPBOOK SOFTWARE AND SUBSCRIPTION SERVICE$89
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICE EXPENSESPROPSECT RESEARCH SOFTWARE$11,057
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$29,618SubtotalSpentAmt
Continuation Spent$11,410ContinuationSpentAmt
Total Spent$41,028TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationPAYMENT TO OVERSEAS IS ONLY FOR SPECIFIC VENDOR SERVICES. THE OVERSIGHT INCLUDES RECEIVING THE CONTRACTED SERVICES.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RICHARD BERGMAN
1255 N GULFSTREAMSARASOTAFL34236DEVELOPMENT CONSULTANT - FUND RAISING AND COMMUNITY OUTREACH0$2,224,943$82,111$2,142,832
ILENE FOX
8149 GRANDE SHORES DRSARASOTAFL34240DEVELOPMENT CONSULTANT - FUND RAISING AND COMMUNITY OUTREACH0$956,206$74,831$881,375
FieldValueIRS element (for citing)
Total Gross Receipts$3,181,149TotalGrossReceiptsAmt
Total Retained By Contractors$156,942TotalRetainedByContractorsAmt
Total Net To Organization$3,024,207TotalNetToOrganizationAmt
Licensed StatesFLLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LION OF JUDAHEvent1Nm
Gross Receipts Event1$16,200GrossReceiptsEvent1Amt
Charitable Contri Event1$2,500CharitableContriEvent1Amt
Gross Revenue Event1$13,700GrossRevenueEvent1Amt
Food And Beverage Event1$11,297FoodAndBeverageEvent1Amt
Entertainment Event1$603EntertainmentEvent1Amt
Other Direct Expenses Event1$7,369OtherDirectExpensesEvent1Amt
Event2MAJOR GIFTSEvent2Nm
Gross Receipts Event2$10,000GrossReceiptsEvent2Amt
Charitable Contri Event2$10,000CharitableContriEvent2Amt
Rent Facility Costs Event2$500RentFacilityCostsEvent2Amt
Food And Beverage Event2$11,813FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,915OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$6,618GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$6,618CharitableContriOtherEventsAmt
Oth Direct Expnss Other Events$5,743OthDirectExpnssOtherEventsAmt
Gross Receipts Total$32,818GrossReceiptsTotalAmt
Charitable Contributions Tot$19,118CharitableContributionsTotAmt
Gross Revenue Total Events$13,700GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$23,110FoodAndBeverageTotalEventsAmt
Entertainment Total Events$603EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$15,027OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$39,240DirectExpenseSummaryEventsAmt
Net Income Summary-$25,540NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationRICHARD BERGMAN - AGREEMENT STIPULATES FIXED RENUMERATION AMOUNT FOR FUNDRAISING SERVICES PLUS EXPENSES. CONSULTANT SUBMITS RECEIPTS FOR EXPENSE REIMBURSEMENT. ILENE FOX - AGREEMENT STIPULATES FIXED RENUMERATION AMOUNT FOR FUNDRAISING SERVICES PLUS EXPENSES. CONSULTANT SUBMITS RECEIPTS FOR EXPENSE REIMBURSEMENT.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ALL FAITHS FOOD BANK
8171 BLAIKIE CTSARASOTAFL34240650115814501(C)(3)$38,560$0GENERAL
AMERICA GIVES INC
228 PARK AVE S 71410NEW YORKNY10003263383926501(C)(3)$21,000$0GENERAL
AMERICAN FRIENDS OF LEKET ISRAEL
PO BOX 2090TEANECKNJ07666208202424501(C)(3)$16,000$0GENERAL
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
PO BOX 4124NEW YORKNY10163131656634501(C)(3)$47,700$0GENERAL
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087134092050501(C)(3)$15,000$0GENERAL
BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES INC
3130 FRUITVILLE RDSARASOTAFL34237596211876501(C)(3)$10,500$0GENERAL
BOYS AND GIRLS CLUBS OF CHARLOTTE COUNTY
21500 GIBRALTER DRPORT CHARLOTTEFL33952650725247501(C)(3)$10,000$0GENERAL
CHABAD OF BRADENTON & LAKEWOOD RANCH
5712 LORRAINE RDBRADENTONFL34211201636179501(C)(3)$8,756$0GENERAL
CHABAD OF SARASOTA
7700 S BENEVA RDSARASOTAFL34238650234425501(C)(3)$9,553$0GENERAL
CHABAD OF VENICE & NORTH PORT
21560 ANGELA LNVENICEFL34293202799569501(C)(3)$19,888$0GENERAL
CHILDREN FIRST
1723 N ORANGE AVESARASOTAFL34234590968249501(C)(3)$5,450$0GENERAL
COMPEER OF THE GULF COAST INC
1058 N TAMIAMI TRLSARASOTAFL34237473970857501(C)(3)$10,500$0GENERAL
EMBRACING OUR DIFFERENCES INC
PO BOX 2559SARASOTAFL34230203581293501(C)(3)$48,750$0GENERAL
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163133156445501(C)(3)$19,150$0GENERAL
HERSHORIN SCHIFF COMMUNITY DAY SCHOOL
4335 WILKINSON RDSARASOTAFL74750473558984501(C)(3)$25,500$0GENERAL
ISRAEL TENNIS & EDUCATION CENTERS FOUNDATION
3275 WEST HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442132961273501(C)(3)$6,000$0GENERAL
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRWEST PALM BEACHFL33417590948696501(C)(3)$8,000$0GENERAL
JEWISH HOUSING COUNCIL FOUNDATION INC
1951 N HONORE AVESARASOTAFL34235200910348501(C)(3)$20,400$0GENERAL
JFCS OF THE SUNCOAST
2688 FRUITVILLE RDSARASOTAFL34237592693318501(C)(3)$159,392$0GENERAL
LEE & BOB PETERSON FOUNDATION INC
PO BOX 49201SARASOTAFL34230833723361501(C)(3)$10,000$0GENERAL
NAMI SARASOTA AND MANATEE COUNTIES INC
2911 FRUITVILLE RDSARASOTAFL34237592464505501(C)(3)$75,000$0GENERAL
NEVE MICHAEL CHILDREN'S VILLAGE
PO BOX 260067PEMBROKE PINESFL33026208499330501(C)(3)$45,000$0GENERAL
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE RM 1500NEW YORKNY10017136104086501(C)(3)$11,000$0GENERAL
PLANNED PARENTHOOD OF SOUTHWEST & CENTRAL FL INC
736 CENTRAL AVESARASOTAFL34236591274328501(C)(3)$6,350$0GENERAL
RESILIENT RETREAT
3500 JOURNEY LNSARASOTAFL34240831677056501(C)(3)$15,000$0GENERAL
RINGLING COLLEGE OF ART AND DESIGN INC
2700 N TAMIAMI TRLSARASOTAFL34234590637903501(C)(3)$40,000$0GENERAL
TEMPLE BETH SHOLOM
1050 S TUTTLE AVE BLDG 2SARASOTAFL34237237156328501(C)(3)$16,210$0GENERAL
TEMPLE EMANUEL
151 S MCINTOSH RDSARASOTAFL34232591145961501(C)(3)$7,238$0GENERAL
TEMPLE SINAI
4631 S LOCKWOOD RIDGE RDSARASOTAFL34231593056302501(C)(3)$11,046$0GENERAL
THE JEWISH AGENCY FOR ISRAEL
633 THIRD AVE 21ST FLNEW YORKNY10017237254561501(C)(3)$47,500$0GENERAL
THE JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY STE 1700NEW YORKNY10004131624240501(C)(3)$162,733$0GENERAL
TICKETS FOR KIDS CHARITIES
700 BLAW AVE STE 105PITTSBURGHPA15238020559825501(C)(3)$25,000$0GENERAL
UNITED WAY OF SOUTH SARASOTA COUNTY
4242 TAMIAMI TRAIL SVENICEFL34293591100846501(C)(3)$10,000$0GENERAL
FieldValueIRS element (for citing)
Total501c3 Org37Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
OVERNIGHT CAMP SCHOLARSHIPS32$59,181
RELIGIOUS SCHOOL SCHOLARSHIPS103$26,949
SEND-A-KID-TO ISRAEL PROGRAM (S.K.I.P) SCHOLARSHIPS5$10,000
COLLEGE SCHOLARSHIPS8$50,000
DORIS LOEVNER MEMORIAL LEADERSHIP SCHOLARSHIP1$1,000
ISRAEL TRAVEL ASSISTANCE SCHOLARSHIPS2$1,750
PJ LIBRARY PARTNER PROGRAM2$500

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS UPON COMPLETION OF THE GRANT. EXCEPTIONS ARE MADE FOR OPERATING GRANTS FROM DONOR ADVISED FUNDS AND DONOR RECOMMENDED GRANTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SHEP ENGLANDER
CEO$301,133$0$0$0$13,200$0$23,910$0$37,714$0$375,957$0$0$0
KIMBERLY J ADLER
CHIEF OPERATING OFFICER$141,967$0$0$0$0$0$13,156$0$27,367$0$182,490$0$0$0
HERMIONE GILPIN
CHIEF ADVANCEMENT OFFICER$137,113$0$0$0$0$0$8,215$0$10,706$0$156,034$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution48ContributionCnt
Noncash Contributions Rpt F990$3,210,073NoncashContributionsRptF990Amt
Method Of Determining RevenuesNYSEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationFEDERATION USES 3RD PARTY VENDOR, DONATE A CAR, FOR ITS AUTO DONATIONS. THE 3RD PARTY VENDOR RECEIVES THE DONATION, PROCESSES THE REQUIRED PAPERWORK, DISPOSES OF THE AUTOMOBILE AND REMITS THE NET AMOUNT TO THE FEDERATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6 VOLUNTEERSFEDERATION VOLUNTEERS SERVED ON VARIOUS COMMITTEES, BOARDS, ASSISTED WITH SET UP, BREAKDOWN, AND REGISTRATION FOR FEDERATION EVENTS AND PROGRAMS. IN ADDITION THE VOLUNTEERS ASSISTED WITH STUFFING ENVELOPES AND VARIOUS MAILINGS.
FORM 990, PART VI, SECTION A, LINE 2DR. LEWIS HANAN (DIRECTOR) AND STACY HANAN (VICE PRESIDENT) HAVE A FAMILY RELATIONSHIP. WAYNE RUBEN (VICE PRESIDENT) AND AARON RUBEN (DIRECTOR) HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 4THE ORGANIZATION'S AMENDED AND RESTATED BYLAWS WERE PROPERLY ADOPTED AT A MEETING OF THE BOARD OF DIRECTORS ON JUNE 6, 2023 TO GO INTO EFFECT ON JANUARY 1, 2024 AS FOLLOWS: PREVIOUS ARTICLE 5: MEMBERS 5.1 INDIVIDUAL MEMBER. ANY INDIVIDUAL, AT LEAST EIGHTEEN YEARS OF AGE, WHO HAS MADE A FINANCIAL CONTRIBUTION TO THE FEDERATION DURING THE CURRENT OR IMMEDIATE PRIOR FISCAL YEAR, SHALL BE A MEMBER OF THE FEDERATION. 5.2 ANNUAL MEMBERSHIP MEETING. THERE SHALL BE AN ANNUAL MEMBERSHIP MEETING WHICH SHALL BE HELD FOR THE PURPOSE OF CONDUCTING ANY BUSINESS THAT THE BOARD OF DIRECTORS MAY DULY BRING BEFORE THE MEMBERSHIP IN ACCORDANCE WITH THESE BYLAWS. THE DATE, TIME, AND LOCATION OF THIS MEETING SHALL BE ESTABLISHED BY THE PRESIDENT. 5.3 NOTICE. AT LEAST TWENTY (20) CALENDAR DAYS NOTICE OF THE ANNUAL MEMBERSHIP MEETING SHALL BE COMMUNICATED TO THE MEMBERSHIP IN ACCORDANCE WITH ARTICLE 11.1 HEREIN. 5.4 SPECIAL MEETINGS. SPECIAL MEETINGS OF THE MEMBERSHIP MAY BE CALLED BY THE PRESIDENT. 5.5 NOTICE. NOTICE OF SPECIAL MEMBERSHIP MEETINGS SHALL BE COMMUNICATED BY PERSONAL DELIVERY OR A FORM OF ELECTRONIC COMMUNICATION, FAX, OR FIRST CLASS MAIL TO MEMBERS NOT LATER THAN TEN (10) CALENDAR DAYS PRIOR TO ANY SPECIAL MEMBERSHIP MEETING. 5.6 RIGHT TO VOTE. EACH MEMBER PRESENT AT THE ANNUAL OR ANY SPECIAL MEMBERSHIP MEETING SHALL HAVE THE RIGHT TO ONE VOTE IN CONNECTION WITH THE BUSINESS DULY BROUGHT BEFORE THE MEMBERSHIP BY THE BOARD OF DIRECTORS. 5.7 QUORUM. SEVENTY FIVE (75) MEMBERS SHALL CONSTITUTE A QUORUM AT ANY ANNUAL OR SPECIAL MEMBERSHIP MEETING. HAS BEEN REPLACED BY NEW ARTICLE I - MEMBERS 1.1 MEMBERS THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC. (THE "CORPORATION") IS A NONPROFIT ORGANIZATION INCORPORATED UNDER CHAPTER 617 OF THE LAWS OF THE STATE OF FLORIDA. THE CORPORATION IS NOT A MEMBERSHIP ORGANIZATION AND SHALL HAVE NO VOTING MEMBERS. PREVIOUS ARTICLE 6.2 - NUMBER OF DIRECTORS THE NUMBER OF DIRECTORS, EXCLUDING LIFETIME DIRECTORS AS PROVIDED IN ARTICLE 6.6, SHALL BE NO LESS THAN ELEVEN (11) AND NO MORE THAN TWENTY-NINE (29), INCLUDING THE OFFICERS OF THE FEDERATION. HAS BEEN RESTATED AS NEW ARTICLE 2.2 - BOARD SIZE THE BOARD SHALL CONSIST OF NO LESS THAN ELEVEN (11) AND NO MORE THAN TWENTY-EIGHT (28) DIRECTORS, WITH ANY LIFETIME DIRECTORS BEING EXCLUDED FROM THIS COUNT. PREVIOUS ARTICLE 6.3 QUALIFICATION. TO SERVE ON THE BOARD OF DIRECTORS, AN INDIVIDUAL MUST MAKE AN ANNUAL UNRESTRICTED FINANCIAL GIFT TO THE FEDERATION IN AN AMOUNT AS SET FORTH FROM TIME TO TIME IN THE POLICIES OF THE FEDERATION. HAS BEEN RESTATED AS NEW ARTICLE 2.3 QUALIFICATIONS OF DIRECTORS DIRECTORS WILL BE PERSONS WHO ARE AT LEAST EIGHTEEN (18) YEARS OF AGE OR OLDER. NO DIRECTOR WILL BE AN IMMEDIATE FAMILY MEMBER OF ANY OTHER CURRENTLY SERVING DIRECTOR OR CORPORATION STAFF PERSON. IMMEDIATE FAMILY MEMBER IS DEFINED AS A SPOUSE, DOMESTIC PARTNER, PARENT, CHILD, SPOUSE OF A CHILD OR SIBLING. PREVIOUS ARTICLE 6.5. TERM AND TERM LIMIT. DIRECTORS SHALL SERVE FOR A TERM OF THREE YEARS. THE TERM SHALL BEGIN ON THE FIRST DAY OF THE FISCAL YEAR FOLLOWING SUCH ELECTION, AND END ON THE LAST DAY OF THE THIRD FISCAL YEAR FOLLOWING SUCH ELECTION. DIRECTORS MAY NOT SERVE MORE THAN TWO (2) CONSECUTIVE THREE-YEAR TERMS, THE "TERM LIMIT". A DIRECTOR WHO HAS SERVED FOR TWO CONSECUTIVE THREE-YEAR TERMS MAY BE RE-ELECTED AFTER ONE YEAR FOLLOWING HIS OR HER COMPLETION OF THE SECOND TERM. 6.5.1 STAGGERED TERMS. IN ORDER TO PROVIDE FOR CONTINUITY OF BOARD MEMBERSHIP, TO THE EXTENT POSSIBLE, EFFORTS SHALL BE MADE TO STAGGER THE ELECTION OF DIRECTORS SO AS TO ENSURE THAT NOT MORE THAN ONE-SIXTH (1/6TH) OF THE DIRECTORS REACH THEIR TERM LIMIT IN ANY GIVEN YEAR. 6.5.2 TOLLING. IF A DIRECTOR IS ELECTED TO SERVE AS AN OFFICER OF THE FEDERATION, HIS OR HER TERM AS A DIRECTOR SHALL BE TOLLED DURING THE TERM OF SERVICE AS AN OFFICER. HAS BEEN RESTATED AS NEW ARTICLE 2.5 TERMS AND TERM LIMITS: DIRECTORS WILL BE ELECTED TO SERVE THREE-YEAR TERMS AND ARE ELIGIBLE TO STAND FOR RE-ELECTION UP TO A LIMIT OF THREE (3) TERMS OR A TOTAL OF NINE (9) YEARS. AFTER MEETING THIS LIMIT, AN INDIVIDUAL WHO HAS BEEN OFF THE BOARD FOR AT LEAST THREE YEARS MAY AGAIN BE ELIGIBLE FOR ELECTION AS A DIRECTOR. IN SUCH A CASE, THE DIRECTOR COULD SERVE A MAXIMUM OF ONE ADDITIONAL THREE-YEAR TERM. ALL TERMS FOR DIRECTORS BEGIN ON JANUARY 1 AND TERMINATE ON DECEMBER 31. BOARD SEATS WILL BE DIVIDED INTO THREE GROUPS WITH STAGGERED YEARS OF EXPIRATION TO ENSURE THAT A RELATIVELY EQUAL NUMBER WILL BE UP FOR ELECTION EACH YEAR. A DIRECTOR WHO IS ELECTED AS PRESIDENT IN THE FINAL YEAR OF ELIGIBILITY MAY BE RE-ELECTED TO THAT OFFICE AND CONTINUE TO SERVE UP TO AN ADDITIONAL TWO (2) YEARS BEYOND THE TOTAL TERM LIMITS DESCRIBED ABOVE. PREVIOUS ARTICLE 6.6 LIFETIME DIRECTORS. LIFETIME DIRECTORS ARE THOSE INDIVIDUALS HONORED WITH A LIFETIME TENURE AS A DIRECTOR BY THE BOARD OF DIRECTORS, AND AS SUCH, ARE NOT SUBJECT TO THE TERM LIMIT SET FORTH IN ARTICLE 6.5 OF THESE BYLAWS. THERE SHALL BE NO MORE THAN TWELVE (12) LIFETIME DIRECTORS SERVING AT ANY GIVEN TIME, AND THEY SHALL NOT BE COUNTED IN DETERMINING THE NUMBER OF DIRECTORS SET FORTH IN ARTICLE 6.2. HOWEVER, LIFETIME DIRECTORS SHALL BE SUBJECT TO ALL OTHER PROVISIONS OF THESE BYLAWS IN ALL RESPECTS. AS OF THE EFFECTIVE DATE OF THESE BYLAWS, TO BE ELIGIBLE TO BE ELECTED AS A LIFETIME DIRECTOR, THE NOMINEE MUST HAVE SERVED ON THE BOARD OF DIRECTORS OF THE FEDERATION FOR A MINIMUM AGGREGATE OF TWELVE (12) YEARS. LIFETIME DIRECTORS SHALL BE ELECTED BY MAJORITY VOTE OF THE FULL BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. HAS BEEN RESTATED AS NEW ARTICLE 2.6 LIFETIME DIRECTORS EFFECTIVE WITH THE ADOPTION OF THESE BYLAWS, THERE WILL BE NO NEW LIFETIME DIRECTORS. LIFETIME DIRECTORS ARE THOSE INDIVIDUALS HONORED WITH A LIFETIME TENURE PRIOR TO 2021. WITH THE EXCEPTION OF TERM LIMITS DESCRIBED IN ARTICLE 2.5, LIFETIME DIRECTORS ARE SUBJECT TO ALL OTHER PROVISIONS OF THESE BYLAWS. A NEW ARTICLE REGARDING COMPENSATION WAS ADDED: 2.10 COMPENSATION NO COMPENSATION SHALL BE PAID TO DIRECTORS FOR THEIR SERVICE. PREVIOUS ARTICLE 7.7 QUORUM. THE PRESENCE OF A MAJORITY OF THE DIRECTORS ENTITLED TO VOTE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT ANY MEETING OF THE BOARD OF DIRECTORS. IF THE REQUISITE NUMBER OF DIRECTORS NEEDED TO CONSTITUTE A QUORUM ARE NOT PRESENT AT THE TIME SPECIFIED IN THE NOTICE FOR THE OPENING OF THE MEETING OF THE BOARD OF DIRECTORS, THE PRESIDENT MAY CALL THE MEETING TO ORDER AND DELAY ACTION UPON ALL MATTERS REQUIRING A VOTE BY THE BOARD OF DIRECTORS UNTIL SUCH TIME AS A QUORUM IS PRESENT AT THE MEETING. IN THE EVENT NO QUORUM IS ATTAINED DURING THE COURSE OF THE MEETING, THE PRESIDENT MAY, AT HIS OR HER DISCRETION, ADJOURN THE MEETING WITHOUT ACTION ON MATTERS REQUIRING A VOTE BY A QUORUM OF DIRECTORS, OR ALTERNATIVELY, MAY PROCEED WITH INFORMAL ACTION ON SUCH MATTERS IN ACCORDANCE WITH ARTICLE 7.10. MEETINGS HELD WITHOUT A QUORUM OF DIRECTORS PRESENT SHALL BE DEEMED A MEETING HELD FOR PURPOSES OF DETERMINING THE REQUIRED NUMBER OF MEETINGS PURSUANT TO ARTICLE 7.1. HAS BEEN RESTATED AS NEW ARTICLE 3.7 QUORUM FIFTY-ONE PERCENT (51%) OF THE CURRENTLY ELECTED DIRECTORS CONSTITUTES A QUORUM FOR TRANSACTION OF BUSINESS AT A DULY CALLED MEETING. IF THE DEPARTURE OF ONE OR MORE DIRECTORS DURING A MEETING RESULTS IN THE LOSS OF A QUORUM, NO FURTHER BUSINESS MAY BE TRANSACTED. PREVIOUS ARTICLE 6.7 DUTIES OF DIRECTORS. THE BOARD OF DIRECTORS SHALL ESTABLISH THE DUTIES AND EXPECTATIONS OF DIRECTORS, AND IN ADDITION, SHALL PROVIDE FOR A MEANS OF EVALUATING A DIRECTOR'S PERFORMANCE. HAS BEEN REMOVED. PREVIOUS ARTICLE 7.8 VOTING. EVERY DIRECTOR SHALL HAVE THE RIGHT AND SHALL BE ENTITLED TO ONE VOTE UPON ANY MATTER THAT SHALL COME BEFORE THE BOARD OF DIRECTORS FOR A VOTE. A DIRECTOR'S RIGHT TO VOTE SHALL BE PROHIBITED ONLY IN SITUATIONS WHEREIN A DIRECTOR HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST REGARDING THE MATTER BEING VOTED UPON, OR IN A VOTE BY THE REMAINING DIRECTORS TO DETERMINE WHETHER THE DIRECTOR HAS A CONFLICT OF INTEREST. HAS BEEN REMOVED. PREVIOUS ARTICLE 8.1 ROSTER OF OFFICERS. THE OFFICERS OF THE FEDERATION SHALL CONSIST OF: (A) A PRESIDENT; (B) NOT MORE THAN FOUR (4) VICE PRESIDENTS; (C) A SECRETARY/GOVERNANCE OFFICER; (D) A TREASURER, AND (E) THE IMMEDIATE PAST PRESIDENT. 8.1.1 PRESIDENT ELECT. FROM TIME TO TIME, AN OFFICER MAY BE DESIGNATED PRESIDENT ELECT BY THE BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. HAS BEEN RESTATED AS NEW ARTICLE 4.1 ROSTER OF OFFICERS AND DUTIES THE FOLLOWING OFFICERS SHALL BE ELECTED BY AND FROM THE BOARD OF DIRECTORS: PRESIDENT, VICE-PRESIDENT, SECRETARY, AND TREASURER. OFFICERS DO NOT HAVE INDIVIDUAL AUTHORITY EXCEPT AS SPECIFICALLY AUTHORIZED BY THE BOARD, BUT THEY ARE RESPONSIBLE FOR CARRYING OUT CERTAIN DUTIES.
FORM 990, PART VI, SECTION A, LINE 4PREVIOUS ARTICLE 8.2 QUALIFICATION. TO SERVE AS AN OFFICER, AN INDIVIDUAL MUST HAVE SERVED ON THEBOARD OF DIRECTORS FOR A MINIMUM OF ONE (1) YEAR. HAS BEEN REMOVED. A NEW ARTICLE REGARDING COMPENSATION HAS BEEN ADDED: 4.6 COMPENSATION NO COMPENSATION SHALL BE PAID TO OFFICERS FOR THEIR SERVICE. DUTIES OF THE BOARD OFFICERS PREVIOUSLY DESRIBED IN ARTICLES 8.6 THRU 8.9: 8.6 PRESIDENT OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE BOARD OF DIRECTORS SHALL EXERCISE ALL THE POWERS AND PERFORM ALL THE DUTIES USUAL TO SUCH OFFICE AND SHALL PERFORM SUCH OTHER DUTIES AS MAY BE ASSIGNED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. THE PRESIDENT SHALL PRESIDE AT ALL MEETINGS OF THE MEMBERS, THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE. THE PRESIDENT SHALL BE AN EX-OFFICIO MEMBER OF ALL COMMITTEES EXCEPT THE AUDIT COMMITTEE. THE PRESIDENT SHALL NOT VOTE EXCEPT IN THE EVENT OF A TIE VOTE OR WHEN THE ELECTION OR REMOVAL OF AN OFFICER OR DIRECTOR IS INVOLVED. 8.7 VICE PRESIDENTS OF THE BOARD OF DIRECTORS. A VICE PRESIDENT SHALL PERFORM SUCH DUTIES AS MAY BE ASSIGNED FROM TIME TO TIME BY THE PRESIDENT. IN THE EVENT OF THE ABSENCE OR DISABILITY OF THE PRESIDENT, THE PRESIDENT OR THE BOARD OF DIRECTORS SHALL APPOINT A VICE PRESIDENT TO PERFORM THE DUTIES AND EXERCISE THE POWERS OF THE PRESIDENT. 8.8 SECRETARY/GOVERNANCE OFFICER. THE SECRETARY/GOVERNANCE OFFICER SHALL HAVE RESPONSIBILITY FOR ENSURING THAT CORRECT RECORDS ARE KEPT CONCERNING ATTENDANCE,MINUTES AND RECORDS OF BUSINESS TRANSACTED AT ALL MEETINGS OF THE DIRECTORS. THE SECRETARY/GOVERNANCE OFFICER SHALL BE THE CHAIR THE GOVERNANCE COMMITTEE, AND SHALL PERFORM SUCH OTHER DUTIES AS DIRECTED BY THE PRESIDENT. 8.9 TREASURER. THE TREASURER SHALL OVERSEE THE MANAGEMENT OF THE FUNDS OF THE FEDERATION, SHALL SERVE AS CHAIR OF THE FINANCE/INVESTMENT COMMITTEE, AND SHALL PERFORM SUCH OTHER DUTIES AS DIRECTED BY THE PRESIDENT. HAVE BEEN RESTATED IN NEW ARTICLE 4.1 AS FOLLOWS: (A) PRESIDENT AS THE CHIEF GOVERNING OFFICER, THE PRESIDENT IS RESPONSIBLE FOR LEADING THE BOARD. THIS POSITION DEMANDS EXCEPTIONAL COMMITMENT TO THE ORGANIZATION, FIRST-RATE LEADERSHIP QUALITIES, AND PERSONAL INTEGRITY. RESPONSIBILITIES INCLUDE TO: - CREATE PURPOSEFUL AGENDAS FOR MEETINGS OF THE FULL BOARD AND THE EXECUTIVE COMMITTEE AND FOLLOW THEM. - FACILITATE MEETINGS OF THE FULL BOARD AND THE EXECUTIVE COMMITTEE. - ENGAGE EACH DIRECTOR IN DELIBERATION AND CONTROL DOMINATING BEHAVIOR. - CALL SPECIAL MEETINGS AND EXECUTIVE SESSIONS AS NECESSARY. - SERVE AS THE CONTACT POINT FOR ALL DIRECTORS ON BOARD ISSUES. - ASSURE THAT EACH DIRECTOR IS ACTIVELY INVOLVED, INCLUDING IN COMMITTEE WORK. - SERVE AS THE BOARDS LIAISON TO AND WORK IN PARTNERSHIP WITH THE CEO. - ACT AS AN ALTERNATE SPOKESPERSON FOR THE CORPORATION IN COORDINATION WITH THE CEO. - SIGN AGREEMENTS APPROVED BY THE BOARD (CONTRACTS, GRANTS, MORTGAGES, ETC.). - HAVE SIGNING AUTHORITY ON THE CORPORATIONS BANK ACCOUNTS. (B) VICE-PRESIDENT THERE WILL BE AT LEAST ONE AND NO MORE THAN THREE VICE-PRESIDENTS WHO SHOULD UNDERSTAND THE PRESIDENTS ROLE AND BE PREPARED TO STEP IN WHEN NEEDED. RESPONSIBILITIES INCLUDE TO: - SERVE AS CHAIR OF A STANDING COMMITTEE. - SHADOW THE PRESIDENT AND LEARN THE DUTIES OF THAT POSITION, BEING PREPARED TO PERFORM THE PRESIDENTS DUTIES IN HIS OR HER ABSENCE. - HAVE SIGNING AUTHORITY ON THE CORPORATIONS BANK ACCOUNTS. (C) SECRETARY THE SECRETARY FULFILLS DUTIES REQUIRED BY STATUTE PERTAINING TO THE CORPORATE RECORD. RESPONSIBILITIES INCLUDE TO: - SERVE AS GOVERNANCE, LEADERSHIP & TRAINING COMMITTEE CHAIR. - AUTHENTICATE AND OVERSEE MAINTENANCE OF CORPORATE RECORDS TO ENSURE THEIR ACCURACY AND SAFETY (ARTICLES OF INCORPORATION, BYLAWS AND ANY AMENDMENTS; ANNUAL CONFLICT OF INTEREST AND CONFIDENTIALITY DISCLOSURES; VOTING AGREEMENTS; MINUTES OF BOARD AND BOARD COMMITTEE MEETINGS; LIST OF DIRECTORS AND THEIR ADDRESSES). - ENSURE NOTICE OF MEETINGS IS PROVIDED WHEN SUCH NOTICE IS REQUIRED. - OVERSEE THE TAKING OF MINUTES AT BOARD MEETINGS; REVIEW MINUTES IF TAKEN BY STAFF. - HAVE SIGNING AUTHORITY ON THE CORPORATIONS BANK ACCOUNTS. (D) TREASURER THE TREASURER HAS A LEAD ROLE IN KEEPING THE BOARD INFORMED ABOUT THE CORPORATIONS FINANCES. RESPONSIBILITIES INCLUDE TO: - SERVE AS FINANCE COMMITTEE CHAIR. - FACILITATE THE PROVISION OF A FINANCIAL REPORT IN THE BOARD PACKET AND PRESENT HIGHLIGHTS AT EACH BOARD MEETING TO HELP THE FULL BOARD UNDERSTAND THE ORGANIZATIONS FINANCIAL HEALTH. - ASSURE THAT ACCURATE FINANCIAL RECORDS ARE KEPT ACCORDING TO APPLICABLE LAW. - HAVE SIGNING AUTHORITY ON THE CORPORATIONS BANK ACCOUNTS. PREVIOUS ARTICLE 16.1 AMENDMENT OF DOCUMENTS. THE ARTICLES OF INCORPORATION AND BYLAWS OF THE FEDERATION MAY BE MODIFIED OR AMENDED BY A MAJORITY VOTE OF THE FULL BOARD OF DIRECTORS, PROVIDED THE LANGUAGE OF THE PROPOSED CHANGE OR CHANGES HAS BEEN DELIVERED TO ALL DIRECTORS IN PERSON, OR BY MAIL, EMAIL, OR OTHER FORM OF ELECTRONIC COMMUNICATION, NO LATER THAN TWO (2) WEEKS PRIOR TO THE MEETING AT WHICH THE VOTE WILL BE TAKEN. HAS BEEN RESTATED AS NEW ARTICLE X - AMENDMENTS 10.1 BYLAWS REVIEW THE BOARD WILL CONDUCT A REVIEW OF THESE BYLAWS AT LEAST EVERY FIVE (5) YEARS, AND WILL CONSIDER NECESSARY AMENDMENTS BASED ON THE RECOMMENDATION OF THE GOVERNANCE, LEADERSHIP & TRAINING COMMITTEE. AMENDMENTS TO THESE BYLAWS SHALL BE CONSISTENT WITH THE ARTICLES OF INCORPORATION, AND IN COMPLIANCE WITH THE LAWS OF THE STATE OF FLORIDA, SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ALL OTHER APPLICABLE LAWS. 10.2 AMENDMENT PROCEDURE THESE BYLAWS MAY BE AMENDED BY A TWO-THIRDS MAJORITY VOTE OF ALL DIRECTORS CURRENTLY SERVING. WRITTEN CONTENT OF THE PROPOSED AMENDMENTS MUST BE DISTRIBUTED TO ALL DIRECTORS AT LEAST SEVEN (7) CALENDAR DAYS IN ADVANCE OF THE MEETING AT WHICH A VOTE WILL BE TAKEN.
FORM 990, PART VI, SECTION A, LINE 6ACCORDING TO THE ORGANIZATION'S BY-LAWS, A DONOR WHO HAS MADE A CONTRIBUTION TO THE FEDERATION DURING THE CURRENT OR IMMEDIATE PRIOR FISCAL YEAR SHALL BE A MEMBER OF THE FEDERATION. AN INDIVIDUAL MUST BE A MEMBER OF THE FEDERATION IN ORDER TO VOTE AT MEETINGS, TO SERVE ON THE BOARD OF DIRECTORS, OR SERVE AS A CHAIR OF A FEDERATION COMMITTEE. ALL MATTERS PROPERLY PRESENTED AT A MEETING SHALL BE DECIDED BY A MAJORITY OF MEMBERS PRESENT AND VOTING UNLESS OTHERWISE DIRECTED BY THE LAWS OF THE STATE OF FLORIDA, THE ARTICLES OF INCORPORATION OR THE BY-LAWS.
FORM 990, PART VI, SECTION A, LINE 7AACCORDING TO THE ORGANIZATION'S BY-LAWS, A DONOR WHO HAS MADE A CONTRIBUTION TO THE FEDERATION DURING THE CURRENT OR IMMEDIATE PRIOR FISCAL YEAR SHALL BE A MEMBER OF THE FEDERATION. AN INDIVIDUAL MUST BE A MEMBER OF THE FEDERATION IN ORDER TO VOTE AT MEETINGS, TO SERVE ON THE BOARD OF DIRECTORS, OR SERVE AS A CHAIR OF A FEDERATION COMMITTEE. ALL MATTERS PROPERLY PRESENTED AT A MEETING SHALL BE DECIDED BY A MAJORITY OF MEMBERS PRESENT AND VOTING UNLESS OTHERWISE DIRECTED BY THE LAWS OF THE STATE OF FLORIDA, THE ARTICLES OF INCORPORATION OR THE BY-LAWS.
FORM 990, PART VI, SECTION B, LINE 11BTHE JEWISH FEDERATION OF SARASOTA-MANATEE PROVIDES A COMPLETED DRAFT OF THE 990 TO THE BOARD MEMBERS WHEN IT IS AVAILABLE FOR THEIR REVIEW. THE BOARD THEN REVIEWS THE 990 AND PROVIDES ANY FEEDBACK TO THE ORGANIZATION'S CFO PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL JEWISH FEDERATION OF SARASOTA-MANATEE, INC. (FEDERATION) BOARD MEMBERS AND STAFF SIGN A CONFLICT OF INTEREST POLICY (THE BOARD SIGNS IT ANNUALLY , THE STAFF DOES IT ONLY ONCE - AT HIRE). ALSO FEDERATION DISTRIBUTED ETHICAL GUIDELINES POLICY TO ITS BOARD.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR HAS A CONTRACT NEGOTIATED WITH THE BOARD OF DIRECTORS. THE PERSONNEL COMMITTEE REVIEWED SALARY STRUCTURES FOR SIMILAR POSITIONS WITH JEWISH FEDERATION OF NORTH AMERICA, AN UMBRELLA ORGANIZATION FOR NORTH AMERICA FEDERATIONS. THE FINAL CONTRACT FOR THIS POSITION IS APPROVED BY THE BOARD. THIS CONTRACT IS MAINTAINED IN PERMANENT PERSONNEL FILE ON PREMISES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST; THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN SPLIT INTEREST AGREEMENTS 33,960.
FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESSTHERE HAS BEEN NO CHANGE TO AUDIT OVERSITE OR SELECTION PROCESS DURING THE YEAR.

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