2023-10-05T13:01:07-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990 2022-01-01 131624104 JEWISH COUNCIL FOR PUBLIC AFFAIRS INC JEWI 2126846950 25 BROADWAY 1700 NEW YORK NY 10004 AMY SPITALNICK CHIEF EXECUTIVE OFFICER 2126846950 2023-10-04 1 AMY SPITALNICK 999009999 1 BRIDGET HARTNETT P01429163 9739949494 2023-10-04 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY SPITALNICK 25 BROADWAY 1700 NEW YORK NY 10004 2943621 0 X WWW.JEWISHPUBLICAFFAIRS.ORG X 1944 NY JCPA ENVISIONS AN AMERICA THAT CELEBRATES ITS FULL DIVERSITY, REJECTS HATE, BIGOTRY AND INJUSTICE, AND PROTECTS ITS DEMOCRACY, AND AN AMERICAN JEWISH COMMUNITY FULLY ENGAGED IN PURSUIT OF THESE IDEALS. 38 38 16 200 0 0 2184538 2695408 536306 247630 381 583 131 0 2721356 2943621 0 0 0 0 1580080 1750556 0 0 159449 441219 671051 2021299 2421607 700057 522014 1991011 2498149 51723 51217 1939288 2446932 X THE MISSION OF THE JEWISH COUNCIL FOR PUBLIC AFFAIRS (JCPA) IS TO STRENGTHEN AND LEVERAGE THE JEWISH COMMUNITY RELATIONS NETWORK ACROSS THE NATION TO CHAMPION A JUST, DEMOCRATIC AND PLURALISTIC SOCIETY AND ADVANCE THE RIGHT OF FULL INCLUSION OF ALL MEMBERS OF OUR SOCIETY, INCLUDING JEWS, FREE OF DISCRIMINATION HATE AND PREJUDICE.INSPIRED BY JEWISH VALUES OF HUMAN DIGNITY AND EQUAL JUSTICE UNDER THE LAW AND AN ABIDING COMMITMENT TO VIBRANT AND SECURE JEWISH COMMUNITIES HERE, ISRAEL AND THROUGHOUT THE WORLD, JCPA CONVENES AND CATALYZES ITS NETWORK TO WORK WITH PUBLIC OFFICIALS AND BUILD DEEP RELATIONS AND ENGAGE IN ADVOCACY COALITIONS BASED ON SHARED GOALS WITH OTHER CIVIC, RACIAL, ETHNIC AND FAITH-BASED LEADERS. 0 0 113044 31434 JCPA UNIQUE VALUE PROPOSITION IS THAT IT BRINGS NATIONAL AND LOCAL JEWISH COMMUNITY RELATIONS ORGANIZATIONS TOGETHER TO GRAPPLE WITH PRESSING ISSUES OF THE DAY. JCPA WORKS IN THE FOLLOWING AREAS PROVIDING SUPPORT TO THE JEWISH COMMUNITY RELATIONS FIELD ACROSS THE COUNTRY AND SETTING STRATEGY AND IMPLEMENTATION OF POLICY AND ACTIVITY GOALS FOR THE ENTIRE NETWORK.ANNUAL NATIONAL CONFERENCE AND DELEGATES ASSEMBLY - JCPA RAN ITS DELEGATES ASSEMBLY AND NATIONAL CONFERENCE VIRTUALLY, BRINGING TOGETHER VOLUNTEER LAY LEADERS AND PROFESSIONALS FROM AROUND THE COUNTRY FOR THREE DAYS OF INTENSIVE EDUCATION, SHARING OF BEST PRACTICES, AND NETWORKING. OUR DELEGATES ASSEMBLY BRINGS TOGETHER OUR STAKEHOLDERS TO GRAPPLE WITH PRESSING ISSUES OF THE DAY AND ENGAGE WITH OTHERS ACROSS THE COUNTRY ON IMPORTANT CONCERNS.JCPA POLICY PRIORITIES - JCPA SET ITS POLICY PRIORITIES THROUGH A CONSULTATIVE PROCESS AND IMPLEMENTED THOSE PRIORITIES WITH ITS DIVERSE COALITION PARTNERS, WASHINGTON REPS OF JEWISH ORGANIZATIONS, ENGAGING WITH POLICY MAKERS, AND EDUCATIONAL PROGRAMMING FOR OUR NATIONAL NETWORK. EXAMPLES OF PROGRAMMING INCLUDING COMBATTING HATE, RACISM, ANTISEMITISM AND BIGOTRY; DEMOCRACY AND VOTING RIGHTS; ENSURING A FAIR, FREE AND ACCESSIBLE ELECTION; AND CRIMINAL JUSTICE REFORM THROUGH A JEWISH LENS.TOOLKITS - JCPA PREPARED TOOLKITS AND MATERIALS FOR JCRC PROFESSIONALS AND LAY LEADERS TO HELP THEM TO BE EFFECTIVE IN IMPLEMENTING THEIR PROGRAMMING AND POLICY PRIORITIES AT THE STATE AND LOCAL LEVELS.REGULAR CONSULTATIONS - JCPA PROVIDED ONGOING SUPPORT SERVICES FOR JCRCS INCLUDING CRISIS MANAGEMENT, STRATEGIC PLANNING AND ON-BOARDING OF NEW PROFESSIONALS. 1309742 216196 IN THE FACE OF IMMENSE SOCIETAL DIVISION, RESETTING THE TABLE (RTT) EQUIPS LEADERS AND COMMUNITIES WITH TOOLS TO ADDRESS ENTRENCHED POLITICAL DIVISIONS IN PUBLIC AND COMMUNAL LIFE. THROUGH RIGOROUS TRAINING, COURAGEOUS DIALOGUE, AND DEPOLARIZING MEDIA CONTENT, RTT ENABLES AMERICANS TO TRANSFORM POLITICAL DISAGREEMENT INTO A SOURCE OF STRENGTHENED RELATIONSHIP, CREATIVE PROBLEM-SOLVING, AND COLLECTIVE INSIGHT. RTT'S CORE ACTIVITIES INCLUDE: TRAIN AND EDUCATE: RTT TRAINS FAITH LEADERS, ENTERTAINMENT INDUSTRY PROFESSIONALS, JOURNALISTS, AND OTHER COMMUNITY LEADERS AND INFLUENCERS, EQUIPPING THEM TO FACILITATE AND CONVENE CONSTRUCTIVE COMMUNICATION ACROSS DIFFERENCES AND/OR PRODUCE NEW NARRATIVES FOSTERING EMPATHY, NORMS, AND HOPE FOR HEALTHY ENGAGEMENT ACROSS DIVIDES. CONVENE AND FACILITATE: RTT DESIGNS AND FACILITATES CAREFULLY CURATED FORUMS, OFFERING OPPORTUNITIES FOR COURAGEOUS, PRODUCTIVE DISCUSSION AND LEARNING ON CONTENTIOUS ISSUES. CREATE AND DISTRIBUTE: RTT PRODUCES FILMS AND OTHER CONTENT THAT ADVANCES MUTUAL RECOGNITION AND EMPATHY ACROSS POLITICAL AND GEOGRAPHIC DIVIDES. 1422786 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X BETSEY EPSTEIN 2126846950 25 BROADWAY SUITE 1700 NEW YORK NY 10004 DAVID BOHM CHAIR 10.00 X X 0 0 0 DAVID STEIRMAN TREASURER 2.00 X X 0 0 0 WALTER SPIEGEL SECRETARY 2.00 X X 0 0 0 DEBRA COHEN VICE CHAIR 2.00 X X 0 0 0 SUELLEN KADIS VICE CHAIR 2.00 X X 0 0 0 KAREN KASNER VICE CHAIR 2.00 X X 0 0 0 COREY SHAPIRO VICE CHAIR 2.00 X X 0 0 0 CHERYL FISHBEIN VOTING PAST CHAIR 2.00 X 0 0 0 MICHAEL FROMM VOTING PAST CHAIR 2.00 X 0 0 0 SUSAN ABRAVANEL MEMBER 2.00 X 0 0 0 LESLIE DANNIN ROSENTHAL MEMBER 2.00 X 0 0 0 MICHELE HYMER BLITZ MEMBER 2.00 X 0 0 0 JONATHAN ELLIS MEMBER 2.00 X 0 0 0 HAROLD GOLDBERG MEMBER 2.00 X 0 0 0 SAMUEL KAPLAN MEMBER 2.00 X 0 0 0 LESLIE KIRBY MEMBER 2.00 X 0 0 0 JEFFREY PASEK MEMBER 2.00 X 0 0 0 JOSEPH PERELES MEMBER 2.00 X 0 0 0 JOSEPH RAFALOWICZ MEMBER 2.00 X 0 0 0 MAGDA SCHALER-HAYNES MEMBER 2.00 X 0 0 0 NATALIE SILVERMAN MEMBER 2.00 X 0 0 0 JORDAN WEISS MEMBER 2.00 X 0 0 0 RANDY WHITLATCH MEMBER 2.00 X 0 0 0 VIVIAN BASS MEMBER 2.00 X 0 0 0 DAVID LUCHINS MEMBER 2.00 X 0 0 0 MARIE ABRAMS PAST CHAIR 2.00 X 0 0 0 MICHAEL BOHNEN PAST CHAIR 2.00 X 0 0 0 LOIS FRANK PAST CHAIR 2.00 X 0 0 0 CONRAD GILES PAST CHAIR 2.00 X 0 0 0 LARRY GOLD PAST CHAIR 2.00 X 0 0 0 JACQUELINE LEVINE PAST CHAIR 2.00 X 0 0 0 LYNN LYSS PAST CHAIR 2.00 X 0 0 0 MICHAEL NEWMARK PAST CHAIR 2.00 X 0 0 0 SUSAN W TURNBULL PAST CHAIR 2.00 X 0 0 0 ARDEN SHENKER PAST CHAIR 2.00 X 0 0 0 ANDREA WEINSTEIN PAST CHAIR 2.00 X 0 0 0 RUTH COLE MEMBER 2.00 X 0 0 0 JOSHUA SAYLES MEMBER 2.00 X 0 0 0 GLENN DUBIN THROUGH MAY 2022 CHIEF OPERATING OFFICER 40.00 X 53855 0 1616 BETSEY EPSTEIN COMPTROLLER 40.00 X 94021 0 15215 HAYA LUFTIG THROUGH APRIL 2022 VICE PRESIDENT 40.00 X 41293 0 1239 MELANIE ROTH GORELICK SENIOR VICE PRESIDENT 40.00 X 140996 0 16624 330165 0 34694 1 0 1 0 DOUGLAS KAHN 150 VIA LERIDA GREENBRAE CA 94904 RESTRUCTURING OF ORGANIZATION 160000 1 417466 233550 2044392 2695408 PLENUM AND MEETINGS 711190 247630 247630 247630 583 583 2943621 247630 0 583 X 364859 261091 71084 32684 1076582 770397 209743 96442 42107 30132 8204 3771 149781 107183 29180 13418 117227 83887 22839 10501 21200 21200 495628 69494 426134 92025 60242 29422 2361 15648 15648 16987 11642 5345 26546 26546 3017 2172 573 272 2421607 1422786 839372 159449 264 264 1533872 2214962 125593 38311 255736 239590 339190 334168 8039 5022 67507 1991011 2498149 46528 43717 5195 7500 51723 51217 X 667429 728037 1271859 1718895 1939288 2446932 1991011 2498149 X 522014 -14370 X X 0 1 X 1 0 X 2138905 2411597 2481723 2184538 2695408 11912171 2138905 2411597 2481723 2184538 2695408 11912171 2407180 9504991 183828 79 430 381 583 185301 287 501 5788 131 6707 12104179 1789246 0.78530 0.75300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 339190 334168 5022 5022 X 2943621 0 2943621 0 2943621 2435977 14370 14370 2421607 0 2421607 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT LIABLE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021. AT DECEMBER 31, 2022 AND 2021, THERE WERE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. X X X 0 0 0 0 0 0 0 0 0 MELANIE ROTH GORELICK SENIOR VICE PRESIDENT 140996 0 0 0 0 0 4230 0 12394 0 157620 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND THE CHIEF OPERATING OFFICER REVIEW THE 990. IT IS THEN REVIEWED BY THE JCPA FINANCE COMMITTEE. A DRAFT OF THE 990 IS ALSO SENT TO THE FULL BOARD FOR REVIEW. IF THERE ARE ANY QUESTIONS THEY ARE DIRECTED TO THE TAX PREPARERS. FORM 990, PART VI, SECTION B, LINE 12C 1. DUTY TO DISCLOSE:IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AAND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE JCPA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE JCPA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE PRESIDENT, CEO, AND CHEIF FINANCIAL OFFICER CLOSELY MONITOR ALL CONTRACTS AND EXPENSES TO ENSURE THEY ARE FREE FROM POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE JCPA PERSONNEL COMMITTEE DETERMINES CEO OFFICER COMPENSATION, WHICH IS THEN SUBMITTED FOR REVIEW AND APPROVAL TO THE FULL BOARD. TO DETERMINE COMPENSATION, THE COMPENSATION COMMITTEE UTILIZES FORM 990S OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND A WRITTEN EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990S AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND OUTSIDE CONSULTING: PROGRAM SERVICE EXPENSES 69,494. MANAGEMENT AND GENERAL EXPENSES 426,134. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 495,628. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -14,370. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.