2023-11-15T10:55:19-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1100 WALNUT STREET SUITE 3400 KANSAS CITY MO 64106 990 2022-01-01 440545913 JEWISH FEDERATION OF GREATER KANSAS CITY JEWI 9133278100 5801 WEST 115TH STREET 201 OVERLAND PARK KS 66211 JAY LEWIS PRESIDENT & CEO 9133278100 2023-11-13 1 JAY LEWIS 999009999 0 HAROLD RAY P01248589 8167047310 2023-11-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAY LEWIS 5801 WEST 115TH STREET 201 OVERLAND PARK KS 66211 9203634 0 X WWW.JEWISHKANSASCITY.ORG X 1933 KS TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD 25 25 34 150 60652 0 8421869 7385103 26124 216576 12265 307449 130465 158174 8590723 8067302 4904040 4838850 0 0 1826546 1899848 0 0 887792 904409 1426229 7634995 8164927 955728 -97625 36416365 33321888 2614853 2665227 33801512 30656661 X TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD. TO ACHIEVE OUR MISSION WE WORK WITH THE KANSAS CITY COMMUNITY TO RAISE FUNDS FOR PROGRAMS IN FIVE CATEGORIES - SAFETY NET SERVICES, YOUTH AND FAMILY SERVICES, SENIOR ADULT SERVICES, JEWISH IDENTITY AND EDUCATION AND ISRAEL & OVERSEAS. 0 0 4838850 4838850 GRANTS TO IRS APPROVED CHARITIES 1490163 311428 LEADERSHIP AND DEVELOPMENT AND OTHER ENGAGMENT PROGRAMS WHICH BENEFIT THE LOCAL JEWISH COMMUNITY AND STRENGTHEN TIES WITH ISRAEL, AND THE GREATER JEWISH AND GNERAL COMMUNITY. 6329013 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 18 0 34 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARY STRATMAN 9133278100 5801 W 115TH ST STE 201 OVERLAND PARK KS 66211 MS AMANDA K MORGAN CHAIR 10.00 X X 0 0 0 MR MICHAEL ABRAMS IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 MR JEREMY ANTES TREASURER 2.00 X X 0 0 0 MRS BARBARA BLOCH VICE CHAIR - ALLOCATIONS 2.00 X X 0 0 0 MRS SONDRA FRIEDMAN CAMPAIGN CO-CHAIR 2.00 X X 0 0 0 MR STEWART KOESTEN VICE CHAIR AT LARGE 2.00 X X 0 0 0 MRS BETH K LISS VICE CHAIR - ISRAEL & OVERSEAS 2.00 X X 0 0 0 MRS AMANDA PALAN SECRETARY 2.00 X X 0 0 0 MRS ELLEN PORTNOY WOMEN'S SR. CAMPAIGN CHAIR 2.00 X X 0 0 0 MRS AMY SHAPIRO WOMEN'S PHILANTHROPY CHAIR 2.00 X X 0 0 0 MR HOWARD WEINER CAMPAIGN CO-CHAIR 2.00 X X 0 0 0 MR JEREMY APPLEBAUM DIRECTOR 1.00 X 0 0 0 MRS MOLLIE BERENBOM DIRECTOR 1.00 X 0 0 0 MR JERALD ENSLEIN DIRECTOR 1.00 X 0 0 0 MRS SANDI FRIED DIRECTOR 1.00 X 0 0 0 MRS LYNN INTRATER DIRECTOR 1.00 X 0 0 0 MR JOSEF LOEFFLER DIRECTOR 1.00 X 0 0 0 MR LOUIS DEE PACK DIRECTOR 1.00 X 0 0 0 MRS CAROL A PORTER DIRECTOR 1.00 X 0 0 0 MRS BARBARA J ROGOFF DIRECTOR 1.00 X 0 0 0 DANIEL SCHARF CHAIR APPOINTEE 2.00 X X 0 0 0 MATTHEW SIEGEL DIRECTOR 1.00 X 0 0 0 LARRY SILVER DIRECTOR 1.00 X 0 0 0 CATHERINE SINGER DIRECTOR 1.00 X 0 0 0 JOSH SOSLAND DIRECTOR 1.00 X 0 0 0 VICTOR WISHNA DIRECTOR 1.00 X 0 0 0 DR HELENE LOTMAN PRESIDENT & CEO 40.00 X 395684 0 28933 MR DEREK GALE VP & CHIEF OPERATING OFFICER 40.00 X 121509 0 7832 MS MARY STRATMAN VP & CIEF FINANCIAL OFFICER 40.00 X 103972 0 7555 MRS KAREN D PACK JAFI REPRESENTATIVE 2.00 X 0 0 0 MRS PATRICIA W UHLMANN JDC REPRESENTATIVE 2.00 X 0 0 0 MR CHUCK GREEN DIRECTOR, COMMUNITY SECURITY 40.00 X 126596 0 9234 747761 0 53554 4 0 1 0 0 61776 7323327 80179 7385103 OTHER PROGRAMS 812900 216576 216576 216576 133922 133922 1293727 1120200 173527 173527 173527 18802 61776 16132 2670 2670 ADVERTISING AND SUBSCRIPTIONS 541800 102554 41902 60652 ADMINISTRATIVE 900099 52950 52950 155504 8067302 311428 60652 310119 4838850 4838850 665485 37960 371777 255748 989485 525033 123019 341433 40230 25954 2107 12169 90214 37323 23187 29704 114434 43123 32803 38508 34000 34000 202619 202619 477326 389558 79800 7968 29004 16757 104 12143 15277 8419 2833 4025 127819 36382 18601 72836 146527 59410 35704 51413 119158 83373 5006 30779 14389 6331 3597 4461 31482 14170 7095 10217 MISSIONS 146235 146235 0 0 DUES & SUBSCRIPTIONS 43118 39986 1860 1272 MISCELLANEOUS 21982 9620 1812 10550 POSTAGE & DELIVERIES 9045 6349 272 2424 8248 4180 1926 2142 8164927 6329013 948122 887792 854472 794723 4631389 4205996 5177538 6238431 28548 22858 61082 63570 570642 551675 19139 18967 467909 416032 25176288 21561311 36416365 33321888 276742 312439 2306187 2314544 31924 38244 2614853 2665227 X 4895254 4646099 28906258 26010562 33801512 30656661 36416365 33321888 X -97625 -3083226 36000 X X 0 1 X 1 0 X 3410801 5411163 8418560 8421869 7385103 33047496 3410801 5411163 8418560 8421869 7385103 33047496 3576686 29470810 35066 115309 125101 73159 133922 482557 22930 64652 60652 148234 33678287 731664 0.87510 0.85590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17683029 17303 -2120885 839727 14739720 16491302 9378 2047946 865597 17683029 15300504 5579 1993502 808283 16491302 14923827 52601 1001995 677919 15300504 15133273 68 -162669 46845 14923827 0.00000 0.98884 0.01116 0 1 1 362171 348217 13954 208471 203458 5013 18967 INVESTMENTS HELD IN CUSTODY 5090144 C BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 16471167 C 21561311 4825648 -3083226 44191 -3039035 7864683 202619 202619 8067302 7970499 44191 -36000 8191 7962308 202619 202619 8164927 PART V, LINE 4: ALL FEDERATION BOARD DESIGNATED FUNDS ARE HELD FOR THE DISCRETIONARY USE OF THE FEDERATION BOARD, WITHIN THE SCOPE OF THE FEDERATION'S MISSION. TERM ENDOWMENT FUNDS ARE HELD FOR THE SPECIFIC PURPOSE SET BY THE DONOR, AND EITHER SUPPORT A SPECIFIC PROGRAM OF THE FEDERATION, OR THE ANNUAL GIVING CAMPAIGN, WHICH SUPPORTS THE MISSION OF THE FEDERATION. ALL PERMANENT ENDOWMENT FUNDS ARE RESTRICTED TO SUPPORT THE FEDERATION, OR SPECIFICALLY, THE ANNUAL GIVING CAMPAIGN OF THE FEDERATION. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECOVERIES OF PRIOR YEAR GRANTS -36,000. GOLF TOURNAMENT 80578 61776 18802 11839 3428 865 80578 61776 18802 11839 3428 865 16132 2670 1 BNAI BIRTH YOUTH ORGANIZATION 21020 K STREET NW WASHINGTON DC DC 20006 311794932 501C3 63900 0 GRANT FOR LOCAL JEWISH TEEN BBYO PROGRAMS CHABAD OF KU 1203 W 19TH STREET LAWRENCE KS 66046 431864529 501C3 55000 0 JEWISH LEARNING AND HOLIDAY PROGRAMS SAFETY NET MENTAL HEALTH CAMP RAMAH 65 EAST WACKER PLACE STE 1200 CHICAGO IL 60601 136161110 501C3 6800 0 SUMMER CAMP SCHOLARSHIPS FOR YOUTH CAMP SABRA 30750 CAMP SABRA ROAD ROCKY MOUNT MO 65072 581384316 501C3 12702 0 SUMMER CAMP SCHOLARSHIPS FOR YOUTH CONGREGATION BETH SHALOM 14200 LAMAR AVE OVERLAND PARK KS 66223 440545988 501C3 58672 0 SPECIAL NEEDS CHILDREN, DAY SCHOOL SUPPORT, & PRESCHOOL GRANTS UNIVERSITY OF MISSOURI - HILLEL 1107 UNIVERSITY AVE COLUMBIA MO 65201 521184482 501C3 11000 0 SHABBAT & HOLIDAY ENGAGEMENT GAN CHABAD PRESCHOOL 6201 INDIAN CREEK ST OVERLAND PARK KS 66207 431864529 501C3 18780 0 EARLY CHILDHOOD EDUCATION, EARLY CHILDHOOD EDUCATION - SASONE RIGHT START GRANT GOLDMAN UNION CAMP 9349 MOORE ROAD ZIONSVILLE IN 46077 131663143 501C3 10545 0 CAMP SCHOLARSHIPS HYMAN BRAND HEBREW ACADEMY 5801 W 115TH STREET STE 102 OVERLAND PARK KS 66211 486125262 501C3 479500 0 TUITION ASSISTANCE AND SPECIAL NEEDS PROGRAM JEWISH COMMUNITY CAMPUS 5801 W 115TH STREET OVERLAND PARK KS 66211 431392330 501C3 385664 0 SECURITY COST SUPPORT JEWISH COMMUNITY CENTER 5801 W 115TH STREET STE 101 OVERLAND PARK KS 66211 440545992 501C3 446772 0 SPECIAL NEEDS CHILDREN AND CHILD CARE PROGRAMS JEWISH COMMUNITY RELATIONS BUREAU INC 5801 W 115TH STREET STE 203 OVERLAND PARK KS 66211 834088310 501C3 25500 0 COMMUNITY RELATIONS PROGRAMS JEWISH FAMILY SERVICES 5801 W 115TH STREET STE 103 OVERLAND PARK KS 66211 440545829 501C3 752926 0 COUNSELING, ELDERLY AND LOCAL EMERGENCY FAMILY FUNDING JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501C3 1861089 0 COLLECTIVE NATIONAL AND OVERSEAS SUPPORT JEWISH VOCATIONAL SERVICES 1608 BALTIMORE KANSAS CITY MO 64108 440545994 501C3 32000 0 CAREER MANAGEMENT SERVICES PROGRAMS KOLLEL 6400 W 110TH STREET STE 204 LEAWOOD KS 66211 202879243 501C3 14000 0 EDUCATIONAL PROGRAMS MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH STREET STE 106 OVERLAND PARK KS 66211 481127376 501C3 60000 0 TEACHER EDUCATION & SCHOOL OUTREACH MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 431061620 501C3 6000 0 LEADERSHIP TOMORROW GRANT RABBINICAL ASSOCIATION 5801 W 115TH STREET STE 103 OVERLAND PARK KS 66211 760710693 501C3 21970 0 ADMINISTRATION & PROGRAM SUPPORT MOISHE HOUSE 5007 PROVIDENCE RD STE 216 CHARLOTTE NC 28226 262599786 501C3 9000 0 YOUNG ADULT JEWISH LIVING SOCIAL ORGANIZATION NCSY - JEWISH STUDENT UNION 3200 W TOUHY AVE SKOKIE IL 60076 135623717 501C3 10100 0 JEWISH CULTURE CLUBS IN PUBLIC HIGH SCHOOLS TORAH LEARNING CENTER 8800 WEST 103RD STREET OVERLAND PARK KS 66212 431772532 501C3 72200 0 KOSHER MEALS ON WHEELS UNIVERSITY OF KANSAS - HILLEL 722 NEW HAMPSHIRE LAWRENCE KS 66044 480547734 501C3 149000 0 STUDENT ENGAGEMENT AND LEADERSHIP DEVELOPMENT URBAN RANGER CORPS 2908 SWOPE PARKWAY KANSAS CITY MO 64130 201117569 501C3 9000 0 LEADERSHIP TOMORROW GRANT VAAD HAKASHRUTH OF KANSAS CITY 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66211 742808245 501C3 16000 0 ADMINISTRATIVE PROGRAM SUPPORT VILLAGE SHALOM 5500 W 123RD OVERLAND PARK KS 66209 481199065 501C3 200000 0 INDIGENT ELDERLY FINANCIAL ASSISTANCE 26 0 PART I, LINE 2 ALLOCATION (GRANT) GUIDELINES AND PRIORITIES ARE CIRCULATED TO ACCREDITED AGENCIES IN ADVANCE OF THE ANNUAL DUE DATES. STAFF REVIEWS FUNDING REQUESTS TO ENSURE THEY ARE WITHIN GUIDELINES AND BOARD PRIORITIES. THE FEDERATION ONLY FUND PROGRAMS WITH ACCREDITED AGENCIES THAT MEET THE FUNDING PRIORITIES SET BY THE BOARD. THERE IS NO UNRESTRICTED FUNDING. THE PLANNING AND ALLOCATION COMMITTEE REVIEWS REQUESTS AND RECOMMENDS ALLOCATIONS (GRANTS). THE BOARD REVIEWS AND APPROVES. A LETTER WITH ANY STIPULATION IS SENT TO EACH AGENCY ADVISING THEM OF THE AWARD. AN ONGOING DIALOGUE WITH THE AGENCY TAKES PLACE WITH THE P&A COMMITTEE DURING THE YEAR TO MONITOR PROGRAM ACTIVITY. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR HELENE LOTMAN PRESIDENT & CEO 367813 0 0 0 27871 0 20301 0 8632 0 424617 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - MEMBERSHIP TO THE JEWISH COMMUNITY CENTER IS PROVIDED AS A BENEFIT TO THE CEO. X 13 80179 0 0 0 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART I, COLUMN (B) ARE DETERMINED BY THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE JEWISH PERSONS OVER THE AGE OF 18 WHO AVE COMPLETED A CONTRIBUTION TO THE ANNUAL FUNDRAISING CAMPAIGN OF THE FEDERATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS EACH RECEIVE ONE VOTE TO ELECT THE BOARD OF DIRECTORS WHO WILL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY THE FEDERATION'S CPA, AND REVIEWED BY THE VP-FINANCE AND CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CEO. THE FORM IS THEN REVIEWED BY THE OPERATIONS AND FINANCE COMMITTEE, AND BY THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH NEW TERM, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PROVIDED AN EXPLANATION OF THE CONFLICT OF INTEREST POLICY CONTAINED IN THE BY-LAWS, AND ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. AT MEETINGS WHERE POLICIES ARE SET, MEMBERS VERBALLY SHARE IF THERE IS A CONFLICT AND THEY ARE NOT PERMITTED TO VOTE ON ANY DECISION THAT THEY MAY BENEFIT FROM, OR PARTICIPATE IN A DECISION RELATIVE TO ANY ORGANIZATION THAT THEY HAVE A BUSINESS INTEREST IN. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT & CEO WORKS UNDER AN EMPLOYMENT AGREEMENT THAT STIPULATES ANNUAL PERFORMANCE EVALUATIONS BE CONDUCTED BY THE BOARD CHAIR AND DESIGNATED BOARD MEMBERS. ANNUAL COMPENSATION IS SET BASED UPON SUCCESSFUL PERFORMANCE REGARDIN DELIVERABLES AS DEVELOPED UNDER THE AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AND ARE AVAILABLE AT OUR WEBSITE, WWW.JEWISHKANSASCITY.ORG. GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 9: RETURN OF PRIOR YEAR AWARDS 36,000. 990 PART XIII, LINE 2C NO CHANGES FROM PRIOR YEAR. JEWISH COMMUNITY FOUNDATION OF GREATER KC 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 436049281 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 JEWISH COMMUNITY CAMPUS OF GREATER KC 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 431392330 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 JEWISH COMMUNITY CENTER OF GREATER KC 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 440545992 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 JEWISH COMMUNITY RELATIONS BUREAU INC 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 834088310 CHARITABLE ORGANIZATION KS 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0