2026-05-15T20:19:53-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 131632519 BOARD OF JEWISH EDUCATION INC BOAR 6464725375 520 EIGHTH AVENUE 15TH FLOOR NEW YORK NY 10018 DR DAVID BRYFMAN CHIEF EXECUTIVE OFFICER 6464725375 2026-05-15 1 1 EVA MRUK P00543254 9143818900 2026-05-15 2024 2025-03-06 01:10:19Z THE JEWISH EDUCATION PROJECT DR DAVID BRYFMAN 520 EIGHTH AVENUE 15TH FLOOR NEW YORK NY 10018 38266440 0 X HTTPS://WWW.JEWISHEDPROJECT.ORG X 1939 NY THE JEWISH EDUCATION PROJECT INSPIRES, STRENGTHENS, AND PROPELS THE JEWISH EDUCATIONAL ECOSYSTEM TO DELIVER INNOVATIVE, TIMELY, AND CONTINUALLY MEANINGFUL EDUCATIONAL EXPERIENCES TODAY AND TOMORROW. 30 30 81 30 0 0 25243027 31730370 2868379 4879791 374394 217465 -131394 -69823 28354406 36757803 7894318 10431957 0 0 10832291 12753203 0 0 1645146 10931314 14978495 29657923 38163655 -1303517 -1405852 24256346 25978836 10584338 13122906 13672008 12855930 X THE ORGANIZATION WORKS TO INSPIRE AND EMPOWER EDUCATORS AND INSTITUTIONS TO CREATE TRANSFORMATIVE JEWISH LEARNING EXPERIENCES FOR CHILDREN, TEENS, AND FAMILIES. BUILDING ON ITS HISTORIC ROLE SERVING JEWISH DAY SCHOOLS, CONGREGATIONS, AND EARLY CHILDHOOD CENTERS IN THE NEW YORK REGION, THE ORGANIZATION NOW OPERATES AS A FIELD-BUILDING INTERMEDIARY ADVANCING INNOVATION, LEADERSHIP, AND SYSTEM-WIDE IMPACT ACROSS JEWISH EDUCATION.THE ORGANIZATION DEVELOPS AND SCALES NEW MODELS OF ENGAGEMENT, INVESTS IN EDUCATOR AND INSTITUTIONAL CAPACITY, AND PARTNERS WITH FUNDERS AND NATIONAL ORGANIZATIONS TO STRENGTHEN THE QUALITY, RELEVANCE, AND REACH OF JEWISH EDUCATION. ITS WORK INCREASINGLY EXTENDS NATIONALLY THROUGH INITIATIVES IN TEEN ENGAGEMENT, EARLY CHILDHOOD EDUCATION, ISRAEL EDUCATION, AND EDUCATIONAL TECHNOLOGY. 0 0 22037142 10363959 0 ROOTONE, POWERED BY THE ORGANIZATION AND SEEDED BY A GRANT FROM THE MARCUS FOUNDATION, STRENGTHENS JEWISH IDENTITY AND CONNECTION TO ISRAEL BY MAKING IMMERSIVE ISRAEL TRAVEL ACCESSIBLE AND MORE IMPACTFUL FOR JEWISH TEENS.THE INITIATIVE PROVIDES SIGNIFICANT FINANCIAL SUBSIDIES ("ROOTONE VOUCHERS") TO REDUCE BARRIERS TO PARTICIPATION, WHILE ALSO INVESTING IN THE QUALITY OF EDUCATIONAL EXPERIENCES THROUGH PARTNERSHIPS WITH TRIP PROVIDERS. IN ADDITION, ROOTONE SUPPORTS PRE- AND POST-TRIP ENGAGEMENT TO DEEPEN LEARNING AND SUSTAIN IMPACT BEYOND THE SUMMER EXPERIENCE.THROUGH THIS COMBINED APPROACH ACCESS, QUALITY, AND CONTINUED ENGAGEMENTROOTONE ADVANCES LONG-TERM CONNECTION TO JEWISH LIFE AND COMMUNITY DURING A CRITICAL DEVELOPMENTAL STAGE PRIOR TO COLLEGE. 4146841 5744 3979104 THE ORGANIZATION STRENGTHENS JEWISH DAY SCHOOLS THROUGH LEADERSHIP DEVELOPMENT, EDUCATIONAL INNOVATION, PROFESSIONAL LEARNING, AND GOVERNMENT-FUNDED SERVICES. IT SERVES AS A CENTRAL INTERMEDIARY, TRANSLATING PUBLIC FUNDING INTO HIGH-QUALITY PROFESSIONAL DEVELOPMENT AND MANDATED SERVICES FOR SCHOOLS.ANNUALLY, THE ORGANIZATION SUPPORTS APPROXIMATELY 10,000 EDUCATORS THROUGH PROFESSIONAL LEARNING OPPORTUNITIES AND WORKS WITH SCHOOL LEADERS TO IMPLEMENT INNOVATIONS THAT IMPROVE TEACHING AND STUDENT OUTCOMES. IN PARTNERSHIP WITH FUNDERS SUCH AS UNITED JEWISH APPEAL (UJA) AND OTHERS, THE ORGANIZATION ADVANCES INITIATIVES THAT ENHANCE EDUCATIONAL QUALITY, SUSTAINABILITY, AND IMPACT ACROSS THE DAY SCHOOL SECTOR. 3500515 41000 9311 THE ORGANIZATION DEVELOPS AND TESTS NEW MODELS OF JEWISH EDUCATION DESIGNED TO MEET THE EVOLVING NEEDS OF TODAY'S CHILDREN AND FAMILIES, PARTICULARLY OUTSIDE TRADITIONAL INSTITUTIONAL FRAMEWORKS. THESE INNOVATION INITIATIVES EXPAND ACCESS POINTS TO JEWISH LEARNING AND INFORM BROADER FIELD PRACTICE.THE ORGANIZATION HAS IMPLEMENTED AN AGENCY-WIDE DATA STRATEGY TO TRACK PARTICIPATION, OUTCOMES, AND ENGAGEMENT ACROSS PROGRAMS. THIS SYSTEM ENABLES DATA-INFORMED DECISION-MAKING, SUPPORTS CONTINUOUS IMPROVEMENT, AND ALLOWS THE ORGANIZATION TO IDENTIFY TRENDS AND SCALE EFFECTIVE MODELS ACROSS THE FIELD. 4097987 21254 891376 THE ORGANIZATION ADVANCES MULTIPLE PROGRAM AREAS THAT COLLECTIVELY STRENGTHEN JEWISH LEARNING ECOSYSTEMS:EARLY CHILDHOOD EDUCATION: SUPPORTS OVER 140 CENTERS IN THE NEW YORK AREA THROUGH PROFESSIONAL DEVELOPMENT, CONSULTING, AND LEADERSHIP INITIATIVES THAT PROMOTE HIGH-QUALITY, FAMILY-CENTERED EARLY LEARNING AND BROADEN ACCESS TO DIVERSE JEWISH FAMILIES.CONGREGATIONAL LEARNING: PARTNERS WITH APPROXIMATELY 175 CONGREGATIONS AND ENGAGES 300400 EDUCATORS ANNUALLY TO DESIGN AND IMPLEMENT NEW MODELS OF JEWISH LEARNING THAT ARE RELEVANT, FLEXIBLE, AND RESPONSIVE TO CONTEMPORARY FAMILY LIFE.TEEN ENGAGEMENT: HAS TRAINED OVER 1,000 PROFESSIONALS ACROSS NEARLY 300 INSTITUTIONS TO BUILD A MORE SKILLED FIELD OF TEEN ENGAGEMENT, IMPROVING PROGRAM QUALITY AND INCREASING MEANINGFUL PARTICIPATION FOR JEWISH TEENS.SCHOOL FOOD AND GOVERNMENT PROGRAMS: SERVES AS A LIAISON BETWEEN PUBLIC AGENCIES AND APPROXIMATELY 125 SCHOOLS AND YESHIVAS, FACILITATING ACCESS TO NUTRITION FUNDING AND ENSURING COMPLIANCE WITH PROGRAM REQUIREMENTS. 4097987 21254 891376 33782485 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 168 0 81 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X JENNIFER WEITZMAN 6464725375 520 EIGHTH AVENUE 15TH FLOOR NEW YORK NY 10018 LOIS KOHN-CLAAR PRESIDENT 2.00 X X 0 0 0 MARTINE FLEISHMAN CHAIRMAN 2.00 X X 0 0 0 KAREN EVERETT VICE PRESIDENT 2.00 X X 0 0 0 GARY WINGENS TREASURER 2.00 X X 0 0 0 AMY YENKIN SECRETARY 2.00 X X 0 0 0 LOUISE CHAZEN BANON DIRECTOR 1.00 X 0 0 0 MELISSA BUCKNER DIRECTOR 1.00 X 0 0 0 ELLA CHINITZ DIRECTOR 1.00 X 0 0 0 DAVID DABSCHECK DIRECTOR 1.00 X 0 0 0 IVY DASH DIRECTOR 1.00 X 0 0 0 AMY FEILBOGEN DIRECTOR 1.00 X 0 0 0 MICHAEL FOREMAN DIRECTOR 1.00 X 0 0 0 JANE GREYF DIRECTOR 1.00 X 0 0 0 SCOTT HARRIS DIRECTOR 1.00 X 0 0 0 BRUCE JACUBOVITZ DIRECTOR 1.00 X 0 0 0 SAUL KAISERMAN DIRECTOR 1.00 X 0 0 0 AVERY KASTIN DIRECTOR 1.00 X 0 0 0 MOSHE KLEIN DIRECTOR 1.00 X 0 0 0 ROSEMARIE KLIPPER DIRECTOR 1.00 X 0 0 0 MARK KRAVITZ DIRECTOR 1.00 X 0 0 0 HILLARY KUPFERBERG DIRECTOR 1.00 X 0 0 0 DAVID LEIT DIRECTOR 1.00 X 0 0 0 DAMMARA MARKOWITZ DIRECTOR 1.00 X 0 0 0 JAMI MOORE DIRECTOR 1.00 X 0 0 0 MONIQUE RECHTSCHAFFEN DIRECTOR 1.00 X 0 0 0 STEPHEN RUTENBERG DIRECTOR 1.00 X 0 0 0 PETER STERN DIRECTOR 1.00 X 0 0 0 GISELLE WEISSMAN DIRECTOR 1.00 X 0 0 0 MERYL WIENER DIRECTOR 1.00 X 0 0 0 TIKVAH WIENER DIRECTOR 1.00 X 0 0 0 DR DAVID BRYFMAN CHIEF EXECUTIVE OFFICER 45.00 X 443416 0 64991 SUSAN WACHSSTOCK EXECUTIVE DIRECTOR 45.00 X 299429 0 63966 STEVEN GOLDBERG CHIEF OPERATING OFFICER 45.00 X 285075 0 49485 NESSA LIBEN CHIEF ADVANCEMENT OFFICER 45.00 X 275226 0 63520 DENA KLEIN CHIEF JEWISH EDUCATION OFFICER 45.00 X 125995 0 48919 AMY AMIEL EXECUTIVE PROGRAM OFFICER 45.00 X 230678 0 17014 JENNIFER WEITZMAN MANAGING DIRECTOR, FINANCE 45.00 X 183306 0 53767 SIMON AMIEL EXECUTIVE DIRECTOR, ROOTONE 45.00 X 276912 0 64471 REBECCA PORATH SENIOR DIRECTOR LEGAL AND OPERATIONS 45.00 X 192260 0 51407 PAULA SINCLAIR DIRECTOR OF INSTITUTIONAL GIVING 45.00 X 183509 0 57548 SARA SELIGSON SENIOR MANAGING DIRECTOR 45.00 X 181287 0 45802 RANDI CHARLES SENIOR MANAGING DIRECTOR 45.00 X 198677 0 1484 SAMANTHA VINOKOR SENIOR DIRECTOR 45.00 X 185794 0 36951 3061564 0 619325 30 0 1 0 CRAFTSMAN TECHNOLOGY GROUP LLC 186 LINCOLN STREET SUITE 500 BOSTON MA 02111 PROJECT MANAGEMENT 748867 ROSOV CONSULTING LLC 2095 ROSE STREET SUITE 101 BERKELEY CA 94709 CENSUS DATA & SURVEYS SERVICES 732453 ISRAEL EXPERIENCE-EDUCATIONAL TOURISM SE KIRIAT MORIA HASKAN 3 JERUSALEM IS 9242619 ISRAELI TOURISM SERVICES 627120 PEACE OF MIND TECHNOLOGIES LLC 330 W 38TH STREET NEW YORK NY 10018 TECHNOLOGY INTEGRATION AND SECURITY SYST 468471 DRISCOLL FOODS 6 WEST BELT WAYNE NJ 07470 SCHOOL FOOD SERVICES 425157 17 4648956 362281 26719133 31730370 EDUCATIONAL SUPPORT SERVICES 611710 4422908 4422908 SCHOOL FOOD SERVICES 624210 456883 456883 4879791 217465 217465 3200 0 3200 3200 3200 1380000 1380000 0 36400 362281 128637 -92237 -92237 GAIN ON TERMINATION OF LEASE 900099 19214 19214 19214 36757803 4879791 0 147642 X 10250628 10250628 23100 23100 158229 158229 2715619 1818934 546505 350180 7812787 6263592 832674 716521 371675 268124 71742 31809 1123730 813337 209556 100837 729392 605368 63963 60061 163433 163433 75225 75225 7453280 7155646 199166 98468 704717 668008 3219 33490 363239 325945 25208 12086 1231342 1106998 23331 101013 1070318 755419 220378 94521 2426906 2359420 42603 24883 368879 311278 54893 2708 61130 61130 126596 54428 72168 FOOD EXPENSES 525614 485441 38845 1328 REPAIRS AND MAINTENANCE 144868 106801 24744 13323 PROGRAM EXPENSE 103570 99457 2754 1359 BAD DEBT EXPENSE 62154 62154 97224 90178 4487 2559 38163655 33782485 2736024 1645146 818952 1237627 11205367 8464862 5273564 4885836 182768 1203098 386 0 855812 61129 0 794683 6070830 5146723 704479 4246007 24256346 25978836 4790769 8103653 5585569 397547 208000 4621706 10584338 13122906 X 8970726 9645436 4701282 3210494 13672008 12855930 24256346 25978836 X -1405852 455893 158256 -24375 X 0 1 X 1 0 X 13489439 36484036 37274828 25243027 31730370 144221700 13489439 36484036 37274828 25243027 31730370 144221700 72764873 71456827 78889 60854 305768 384117 220665 1050293 100000 19214 119214 145391207 14370560 0.49150 0.45810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: BAD DEBT RECOVERY - 2022 AMOUNT: $ 100,000. GAIN ON TERMINATION OF LEASE - 2024 AMOUNT: $ 19,214. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 100000 100000 100000 100000 100000 100000 100000 100000 0.00000 1.00000 0.00000 1 0 525246 37518 487728 330566 23611 306955 794683 UJA POOLED INVESTMENT 5146723 C 5146723 SECURITY DEPOSIT 74675 RIGHT OF USE OPERATING LEASE ASSET, NET 4171332 4246007 OPERATING LEASE LIABILITY 4621706 4621706 X 37045370 455893 158256 25625 639774 36405596 352207 352207 36757803 37861448 50000 50000 37811448 352207 352207 38163655 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS. INCOME FROM THE DONOR-RESTRICTED ENDOWMENT IS RESTRICTED FOR JEWISH FAMILY EDUCATION. DONOR-RESTRICTED ENDOWMENT FUNDS ARE NOT AVAILABLE FOR GENERAL EXPENDITURE. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B WRITE-OFF OF RENT PAYABLE 25,625. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOOD EXPENSES INCLUDED IN REVENUE IN AFS 352,207. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B WRITE-OFF OF PRIOR YEAR'S PLEDGE 50,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOOD EXPENSES INCLUDED IN REVENUE IN AFS 352,207. 1 NORTH AMERICA 0 3 PROGRAM SERVICES SUPPORT SERVICES NEEDED IN ISRAEL FOR SUMMER PROGRAM 449676 MIDDLE EAST AND NORTH AFRICA 0 8 PROGRAM SERVICES TRAVEL TO ISRAEL TO BEAR WITNESS AND EDUCATE AFTER 10/7 TERRORIST ATTACKS 286475 MIDDLE EAST AND NORTH AFRICA 0 1 GRANTS TO RECIPIENTS LOCATED IN THE REGION GRANTS TO RECIPEINTS LOCATED IN THE REGION 158229 MIDDLE EAST AND NORTH AFRICA 0 10 PROGRAM SERVICES SUPPORT SERVICES NEEDED IN ISRAEL FOR SUMMER PROGRAM 91371 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES TECHNOLOGY SERVICES 28757 0 23 0 0 0 23 1014508 0 1014508 MIDDLE EAST AND NORTH AFRICA ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS 158229 WIRE 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE TRIP PROVIDER CONFIRMS THE PARTICIPATION OF THE TEEN. WE CONFIRM THAT THE TEEN IS ELIGIBLE FOR THE FUNDING. THEN WE PAY A PORTION OF THE VOUCHER AMOUNT BASED ON THE PERCENTAGE OF THE MILESTONE. THEN WE RECONCILE ALL FUNDS PROVIDED AT THE CONCLUSION OF THE GRANT AGREEMENT - CONFIRMING THAT THE FUNDS USED WERE USED FOR THE GRANTED ACTIVITIES. WE MONITOR ON SALESFORCE THE TEEN EDUCATIONAL REQUIREMENTS TO ENSURE THEY REMAIN ELIGIBLE FOR FUNDING THROUGH THE GRANTEE. WE ARE IN CONTINUOUS COMMUNICATION WITH THE TRIP PROGRAM PROVIDERS DURING THE GRANT PROCESS TO ENSURE THAT THE FUNDS ARE BEING USED AS GRANTED, AND WE CONDUCT SITE VISITS BEFORE AND DURING THE TRIPS TO ENSURE GRANT COMPLIANCE. GRANTEE ORGANIZATIONS ARE MONITORING THE GRANTS FUNDS BY SIGNING GRANT AGREEMENTS THAT ARTICULATE THE POINTS OF GRANT PERFORMANCE AND LEGAL PARAMETERS OF THE GRANT AND THE GRANTEE OBLIGATIONS. THE GRANT FUNDS ARE PAID IN THE FOLLOWING MANNER: A. 25% UPON COMPLETING AND SIGNING THE GRANT AGREEMENT AND SUBMISSION OF PROGRAM BUDGET, PROGRAM PLAN, AND INITIAL PARTICIPANT LIST (NOV/DEC) B. 55% UPON SUCCESSFUL SUBMISSION OF UPDATED PROJECT BUDGET, INFRASTRUCTURE REQUEST UPDATE REPORT, AND FINAL PARTICIPANT LIST (MAY/JUNE) C. 20% UPON RECEIPT OF FINAL REPORT AND SURVEYS (OCTOBER) PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING. SPRING EVENT 398681 362281 36400 8800 46958 72879 398681 362281 36400 8800 46958 72879 128637 -92237 1 UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA 40 RECTOR 4TH FL NEW YORK NY 10006 135623717 501(C)(3) 2422857 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS BNEI AKIVA OF THE US AND CANADA 241 WEST 37TH ST SUITE 730 NEW YORK NY 10018 133713762 501(C)(3) 1296600 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS B'NAI B'RITH YOUTH ORGANIZATION INC 800 EIGHTH ST NW WASHINGTON DC 20001 311794932 501(C)(3) 1142189 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS JEWISH COMMUNITY CENTERS ASSOCIATION OF N 520 8TH AVE 4TH FL NEW YORK NY 10018 135599486 501(C)(3) 867772 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS UNION FOR REFORM JUDAISM 633 THIRD AVE 7TH FL NEW YORK NY 10017 131663143 501(C)(3) 866354 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS NATIONAL RAMAH COMMISSION INC 3080 BROADWAY NEW YORK NY 10027 136161110 501(C)(3) 633186 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS CAMP MORASHA INC 274 HIGH LAKE RD LAKEWOOD PA 18439 131999091 501(C)(3) 429960 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS YOUNG JUDAEA GLOBAL INC 575 EIGHTH AVE 11TH FL NEW YORK NY 10018 452640858 501(C)(3) 385190 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS JEWISHCOLORADO 300 S DAHLIA ST DENVER CO 80246 010831698 501(C)(3) 306438 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS ELI AND BESSIE COHEN CAMPS 888 WORCESTER ST 350 WELLESLEY MA 02482 046152862 501(C)(3) 295111 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS FRIENDS OF ISRAEL SCOUTS INC 575 8TH AVE 11TH FL NEW YORK NY 10018 133843506 501(C)(3) 228200 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS ALEXANDER MUSS INSTITUTE FOR ISRAEL EDUCATION INC 78 RANDALL AVE ROCKVILLE CENTRE NY 11570 590173782 501(C)(3) 195105 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS CAMP YAVNEH INC 321 WALNUT ST 460 NEWTONVILLE MA 02460 046004710 501(C)(3) 127925 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS OSHMAN FAMILY JEWISH COMMUNITY CENTER 3921 FABIAN WAY PALO ALTO CA 94303 770185734 501(C)(3) 100000 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS JEWISH FEDERATION OF GREATER ATLANTA 1440 SPRING ST NW ATLANTA GA 30309 581021791 501(C)(3) 99500 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS JEWISH COLUMBUS 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 501(C)(3) 80000 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS JEWISH FEDERATION OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELES CA 90048 951643388 501(C)(3) 73000 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS KEN JEWISH COMMUNITY 11860 CARMEL CREEK RD SUITE G SAN DIEGO CA 92130 330070645 501(C)(3) 59200 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS BEBER CAMP W 1741 HIGHWAY J MUKWONAGO WI 53149 272025066 501(C)(3) 55750 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS CONGREGATION EMANU EL 1500 SUNSET BLVD HOUSTON TX 77005 741109756 501(C)(3) 49950 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS KIMAMA NY INC 405 LEXINGTON AVE 9TH FL NEW YORK NY 10174 834079100 501(C)(3) 34500 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS KAISERMAN JEWISH COMMUNITY CENTER 45 HAVEFORD RD WYNNEWOOD PA 19096 270841715 501(C)(3) 30000 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS THE JEWISH PEOPLEHOOD ALLIANCE INC 249 ROYAL PALM WAY PALM BEACH FL 33480 833859068 501(C)(3) 25000 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS JEWISH FEDERATION OF SAN DIEGO COUNTY 4950 MURPHY CANYON RD SAN DIEGO CA 92123 951319015 501(C)(3) 24125 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS MACCABI USA 1511 WALNUT ST PHILADELPHIA PA 19102 131810938 501(C)(3) 14400 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS NORTH SHORE SEPHARDIC SYNAGOGUE AHAVAT SHALOM 130 CUTTER MILL RD GREAT NECK NY 11021 112515221 501(C)(3) 12750 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS MANDEL JEWISH COMMUNITY CENTER OF CLEVELAND 26001 SOUTH WOODLAND RD BEACHWOOD OH 44122 340714439 501(C)(3) 11700 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS HARRY & ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER 6255 NORTH SANTA MONICA BLVD MILWAUKEE WI 53217 390806234 501(C)(3) 8700 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS MERKOS L'INYONEI CHINUCH INC 770 EASTERN PARKWAY BROOKLYN NY 11213 116001111 501(C)(3) 325430 0 ROOTONE PROGRAM-ISRAEL EDUCATION/ISRAEL SPONSORED TRIPS FOR TEENAGERS 29 0 FELLOWSHIPS & GRANTS 5 23100 PART I, LINE 2: THE TRIP PROVIDER CONFIRMS THE PARTICIPATION OF THE TEEN. WE CONFIRM THAT THE TEEN IS ELIGIBLE FOR THE FUNDING. THEN WE PAY A PORTION OF THE VOUCHER AMOUNT BASED ON THE PERCENTAGE OF THE MILESTONE. THEN WE RECONCILE ALL FUNDS PROVIDED AT THE CONCLUSION OF THE GRANT AGREEMENT - CONFIRMING THAT THE FUNDS USED WERE USED FOR THE GRANTED ACTIVITIES. WE MONITOR ON SALESFORCE THE TEEN EDUCATIONAL REQUIREMENTS TO ENSURE THEY REMAIN ELIGIBLE FOR FUNDING THROUGH THE GRANTEE. WE ARE IN CONTINUOUS COMMUNICATION WITH THE TRIP PROGRAM PROVIDERS DURING THE GRANT PROCESS TO ENSURE THAT THE FUNDS ARE BEING USED AS GRANTED, AND WE CONDUCT SITE VISITS BEFORE AND DURING THE TRIPS TO ENSURE GRANT COMPLIANCE. GRANTEE ORGANIZATIONS ARE MONITORING THE GRANTS FUNDS BY SIGNING GRANT AGREEMENTS THAT ARTICULATE THE POINTS OF GRANT PERFORMANCE AND LEGAL PARAMETERS OF THE GRANT AND THE GRANTEE OBLIGATIONS. THE GRANT FUNDS ARE PAID IN THE FOLLOWING MANNER: A. 25% UPON COMPLETING AND SIGNING THE GRANT AGREEMENT AND SUBMISSION OF PROGRAM BUDGET, PROGRAM PLAN, AND INITIAL PARTICIPANT LIST (NOV/DEC) B. 55% UPON SUCCESSFUL SUBMISSION OF UPDATED PROJECT BUDGET, INFRASTRUCTURE REQUEST UPDATE REPORT, AND FINAL PARTICIPANT LIST (MAY/JUNE) C. 20% UPON RECEIPT OF FINAL REPORT AND SURVEYS (OCTOBER) X X X X X 0 0 0 0 0 0 0 0 0 DR DAVID BRYFMAN CHIEF EXECUTIVE OFFICER 443416 0 0 0 0 0 24721 0 40270 0 508407 0 0 0 SUSAN WACHSSTOCK EXECUTIVE DIRECTOR 299429 0 0 0 0 0 22457 0 41509 0 363395 0 0 0 SIMON AMIEL EXECUTIVE DIRECTOR, ROOTONE 276912 0 0 0 0 0 20768 0 43703 0 341383 0 0 0 NESSA LIBEN CHIEF ADVANCEMENT OFFICER 275226 0 0 0 0 0 20642 0 42878 0 338746 0 0 0 STEVEN GOLDBERG CHIEF OPERATING OFFICER 285075 0 0 0 0 0 21381 0 28104 0 334560 0 0 0 AMY AMIEL EXECUTIVE PROGRAM OFFICER 230678 0 0 0 0 0 13326 0 3688 0 247692 0 0 0 REBECCA PORATH SENIOR DIRECTOR LEGAL AND OPERATIONS 192260 0 0 0 0 0 14420 0 36987 0 243667 0 0 0 PAULA SINCLAIR DIRECTOR OF INSTITUTIONAL GIVING 183509 0 0 0 0 0 13763 0 43785 0 241057 0 0 0 JENNIFER WEITZMAN MANAGING DIRECTOR, FINANCE 183306 0 0 0 0 0 13748 0 40019 0 237073 0 0 0 SARA SELIGSON SENIOR MANAGING DIRECTOR 181287 0 0 0 0 0 13597 0 32205 0 227089 0 0 0 SAMANTHA VINOKOR SENIOR DIRECTOR 185794 0 0 0 0 0 13935 0 23016 0 222745 0 0 0 RANDI CHARLES SENIOR MANAGING DIRECTOR 198677 0 0 0 0 0 0 0 1484 0 200161 0 0 0 DENA KLEIN CHIEF JEWISH EDUCATION OFFICER 125995 0 0 0 0 0 17767 0 31152 0 174914 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SIMON AMIEL AND AMY AMIEL HAVE FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY SENIOR MANAGEMENT FOR ACCURACY AND COMPLETENESS. THE COMPLETED RETURN IS DISTRIBUTED ELECTRONICALLY TO THE BOARD OF DIRECTORS PRIOR TO FILING. BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW AND SUBMIT QUESTIONS OR COMMENTS. FOLLOWING THIS REVIEW PROCESS AND APPROVAL BY THE BOARD, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY APPLICABLE TO OFFICERS, DIRECTORS, AND EMPLOYEES. ALL SUCH INDIVIDUALS ARE REQUIRED TO ANNUALLY REVIEW THE POLICY AND COMPLETE A DISCLOSURE STATEMENT IDENTIFYING ANY POTENTIAL CONFLICTS. IF A CONFLICT ARISES, THE INDIVIDUAL MUST DISCLOSE THE CONFLICT TO THE CEO AND BOARD AND RECUSE THEMSELVES FROM DISCUSSION AND DECISION-MAKING, EXCEPT TO PROVIDE RELEVANT INFORMATION. COMPLIANCE WITH THE POLICY IS MONITORED BY THE ORGANIZATION'S COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO OF THE ORGANIZATION IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. COMPARABILITY DATA, INCLUDING THE FORMS 990 OF OTHER ORGANIZATIONS AND SALARY SURVEYS OF NONPROFIT ORGANIZATIONS IN SIMILAR INDUSTRIES, WAS UTILIZED DURING THE PROCESS. THE COMPENSATION DETERMINATION WAS CONTEMPORANEOUSLY DOCUMENTED AND FINALIZED THROUGH WRITTEN EMPLOYMENT CONTRACTS. THE COMPENSATION FOR THE CEO IS REVIEWED ON AN ANNUAL BASIS, AND A MORE COMPREHENSIVE REVIEW IS CONDUCTED EVERY THREE YEARS TO RENEW THE CEO'S CONTRACT. THE CEO'S CURRENT CONTRACT EXPIRES AT THE END OF FISCAL YEAR 2025. THE COMPENSATION OF OTHER STAFF IS REVIEWED ANNUALLY WHEN PREPARING THE BUDGET AND THE BUDGET IS THEN APPROVED BY THE BOARD. THE PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION WAS LAST CONDUCTED DURING FISCAL YEAR 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM 990, AUDITED FINANCIAL STATEMENTS AND WHISTLEBLOWER POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. ADDITIONALLY, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 19,334. MANAGEMENT AND GENERAL EXPENSES 1,567. FUNDRAISING EXPENSES 947. TOTAL EXPENSES 21,848. CONSULTANTS & LECTURERS: PROGRAM SERVICE EXPENSES 7,136,312. MANAGEMENT AND GENERAL EXPENSES 197,599. FUNDRAISING EXPENSES 97,521. TOTAL EXPENSES 7,431,432. FORM 990, PART XI, LINE 9: WRITE-OFF OF RENT PAYABLE 25,625. WRITE-OFF OF PRIOR YEAR'S PLEDGE -50,000. ROOTONE LLC 520 EIGHTH AVENUE 15 FL NEW YORK NY 10018 131632519 TO MAKE CHARITABLE GRANTS TO YOUTH SERVING ORGANIZATIONS DE 22590318 5885590 BOARD OF JEWISH EDUCATION INC