2024-03-05T12:03:25-06:00 2023-12-08 390859910 BAKER TILLY US LLP 2000 TOWN CENTER STE 900 SOUTHFIELD MI 48075 990 2023-01-01 464504851 FRIENDS OF JERUSALEM INTERNATIONAL YMCA FRIE 6307108467 9956 WELLINGTON LANE WOODBURY MN 55125 JAMES MELLOR TREASURER 6307108467 2024-03-05 1 JAMES MELLOR XXX-XX-XXXX 1 TROY MARINE CPA P00187863 2483727300 2024-03-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X MICHAEL BUSSEY 9956 WELLINGTON LANE WOODBURY MN 55125 5333646 0 X WWW.FRIENDSOFJIY.ORG X 2014 MI FRIENDS OF JERUSALEM INTERNATIONAL YMCA FOSTERS AWARENESS OF AND ACTIVE SUPPORT FOR THE ACTIVITIES OF THE JERUSALEM INTERNATIONAL YMCA AMONG INDIVIDUALS AND ORGANIZATIONS IN THE UNITED STATES. X 3 3 0 58 0 0 150191 180528 335000 290700 321464 845878 5000 0 811655 1317106 635615 439243 0 0 0 0 0 0 17500 598062 390134 1233677 829377 -422022 487729 5295302 0 61272 0 5234030 0 X FRIENDS OF JERUSALEM INTERNATIONAL YMCA FOSTERS AWARENESS OF AND ACTIVE SUPPORT FOR THE ACTIVITIES OF THE JERUSALEM INTERNATIONAL YMCA AMONG INDIVIDUALS AND ORGANIZATIONS IN THE UNITED STATES. 0 1 439243 439243 AS A USA PARTNER CHARITY FOR THE JERUSALEM INTERNATIONAL YMCA, OUR PRIMARY PROGRAM IS TO PROMOTE, RECRUIT AND SUSTAIN NEW FRIENDS. DURING 2023, THIS ACTIVITY RESULTED IN 40 FRIENDS WHO MADE AN ANNUAL GIFT. FOR MORE INFORMATION, GO TO OUR WEBSITE: WWW.FRIENDSOFJIY.ORG. 242398 290700 THE BOARD AND MANAGEMENT OF THE JERUSALEM INTERNATIONAL YMCA DECIDE ON PROGRAMS TO BE DEVELOPED AND DELIVERED TO MEMBERS AND GUESTS. FOR MORE INFORMATION, PLEASE VISIT THE JERUSALEM WEBSITE: WWW.YMCA.ORG.IL.ONPRINCIPLE IS THE FRIENDS OF THE JERUSALEM INTERNATIONAL YMCA'S (FJIY) LEADERSHIP AND FAITH DEVELOPMENT PROGRAM WHOSE MISSION IS TO EQUIP YMCA LEADERS TO SKILLFULLY PUT CHRISTIAN PRINCIPLES INTO PRACTICE IN A MANNER THAT EMBRACES INCLUSION AND STRENGTHENS HEALTHY SPIRIT, MIND, AND BODY FOR ALL. ONPRINCIPLE PROGRAM PARTICIPANTS PAY A PROGRAM FEE FOR A 17-MONTH PROGRAM WHICH INCLUDES SEVEN LEARNING MODULES, IN-PERSON GATHERINGS AT YMCA BLUE RIDGE ASSEMBLY, A 10-DAY TRIP TO THE HOLY LAND, PARTICIPATION IN THE GLOBAL LEADERSHIP SUMMIT AND OTHER INSPIRATIONAL NETWORKING OPPORTUNITIES. THE BOARD ENCOURAGES ADDITIONAL FRIENDS TO CONSIDER CHOOSING A DESIGNATED GIFT TO JIY THROUGH YMCA WORLD SERVICE COORDINATED AND MANAGED BY YMCA OF THE USA. THIS IS ESPECIALLY ADVANTAGEOUS FOR DONORS WITH MULTIPLE INTERESTS IN SUPPORTING THE WORK OF YMCAS AROUND THE WORLD INCLUDING JIY. FOR MORE INFORMATION, VISIT WEBSITE AT: HTTP://WWW.YMCA.NET/WORLD-SERVICE. 681641 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MICHAEL BUSSEY 6307108467 9956 WELLINGTON LANE WOODBURY MN 55125 X MICHAEL BUSSEY CHAIRMAN 10.00 X X 0 0 0 JAMES MELLOR TREASURER 6.00 X X 0 0 0 WENDY ARYEH DIRECTOR 6.00 X X 0 0 0 0 0 0 0 0 0 0 0 180528 180528 ONPRINCIPLE PROG. FEES 900099 290700 290700 290700 106365 106365 4756053 4016540 739513 739513 739513 1317106 290700 0 845878 439243 439243 50824 50824 37228 37228 31093 31093 3180 3180 3000 3000 1354 1354 ONPRINCIPLE PROGRAM EXP 257975 239011 1464 17500 POSTAGE AND SHIPPING 3680 387 3293 BANK FEES 1800 1800 829377 681641 130236 17500 1098228 0 385402 0 0 0 0 0 0 0 0 0 3811672 0 0 0 0 0 5295302 0 61272 0 61272 0 X -614370 0 5848400 0 5234030 0 5295302 0 X 487729 -435750 -5286009 X 0 0 0 X 509240 614848 1278236 150191 180528 2733043 509240 614848 1278236 150191 180528 2733043 1845785 887258 109540 84809 94089 112813 106365 507616 5000 5000 3245659 625700 0.27340 0.28390 X FOR THE FISCAL YEAR ENDED DECEMBER 8, 2023, FRIENDS OF THE JERUSALEM INTERNATIONAL YMCA QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER REGULATION SECTION 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST, WHICH IDENTIFIES THE FOLLOWING RELEVANT FACTORS THAT ARE APPLICABLE:1. TEN PERCENT SUPPORT LIMITATION: THE TOTAL AMOUNT OF PUBLIC SUPPORT NORMALLY RECEIVED EQUALS AT LEAST 10 PERCENT OF THE TOTAL SUPPORT NORMALLY RECEIVED. IN THE PERIOD ENDING DECEMBER 8, 2023, THE AMOUNT OF PUBLIC SUPPORT RECEIVED BY THE ORGANIZATION WAS $180,528, AND THE TOTAL PUBLIC SUPPORT PERCENTAGE FOR 2023 IS 27.34% OF TOTAL CONTRIBUTIONS.2. ATTRACTION OF PUBLIC SUPPORT: FRIENDS OF JERUSALEM INTERNATIONAL YMCA IS ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS ON THE GROUNDS THAT IT MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. 3. SOURCES OF SUPPORT: FRIENDS OF JERUSALEM INTERNATIONAL YMCA DEMONSTRATES THAT ITS PUBLIC SUPPORT COMES DIRECTLY FROM A REPRESENTATIVE NUMBER OF PERSONS AND FOUNDATIONS, RATHER THAN RECEIVING ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. 4. IN ADDITION, UNDER REGULATION SECTION 1.170A-9(F)(3)(III)(D)(3)(II), THE ORGANIZATION'S MISSION STATEMENT PROVIDES THAT THE ORGANIZATION FOSTER AWARENESS OF AND ACTIVE SUPOPRT THE ACTIVITIES OF THE FRIENDS OF JERUSALEM INTERNATIONAL YMCA AMONG INDIVIDUALS AND ORGANZATIONS IN THE UNITED STATES. A SIGNIFICANT PORTION OF THE AMOUNTS GIVEN IN THE LAST FIVE YEARS ARE SPENT TO CREATE OPPORTUNITIES FOR GROUPS AND COMMUNITIES TO PURSUE COOPERATIVE RELATIONSHIPS AND JOINT PROJECTS WITH THE JIY. PART II, SHORT YEAR EXPLANATION: THIS IS A SHORT YEAR AS THE ORGANIZATION WAS DISSOLVED AS OF DECEMBER 8, 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4197074 388051 4554032 31093 0 5066027 -797863 47230 23860 4197074 5097908 505274 515641 21514 5066027 4929251 785469 592126 24686 5097908 4191948 881574 120000 24271 4929251 0.00000 0 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD TO SUPPORT VARIOUS EDUCATIONAL PROGRAMS, FACILITIES, LIBRARIES, AND LEADERSHIP PROGRAMS AT THE JERSAULEM INTERNATIONAL YMCA. THE BALANCE OF FUNDS WERE TRANSFERRED IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS IN DECEMBER 2023 AS A PART OF THE DISSOLUTION OF THE ORGANIZATION. 0 MIDDLE EAST-ISRAEL 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS TO RECIPIENTS LOCATED IN REGION 439243 0 0 0 0 0 0 439243 0 439243 MIDDLE EAST - ISRAEL TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE JERUSALEM INTERNATIONAL YMCA 439243 FUNDS TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE BOARD RECEIVES A COPY OF THE ANNUAL FINANCIAL STATEMENTS FOR JIY AND HAS FREQUENT CONTACT WITH SENIOR MANAGEMENT INCLUDING THE CFO. DURING THIS FISCAL YEAR, A MEMBER OF THE JIY BOARD WAS A VOTING MEMBER OF FJIY. OUTSIDE THE YMCA, SHE IS A PROFESSIONAL CPA LICENSED TO PRACTICE IN ISRAEL AND SERVES AS THE ELECTED CHAIR OF THE BOARD OF DIRECTORS FOR JIY. OTHER MEMBERS OF THE FJIY BOARD HAVE HAD OCCASION TO VISIT JERUSALEM AND DISCUSS FINANCIAL ISSUES WITH SENIOR MANAGEMENT AND MEMBERS OF THE JIY BOARD. THE OTHER TWO MEMBERS OF THE FJIY BOARD ARE FORMER CHIEF EXECUTIVE OF JIY AND CHIEF FINANCIAL OFFICER FOR YMCA OF THE USA AND ARE FAMILIAR WITH DAY TO DAY OPERATIONS AND BUDGETING ISSUES. ENDOWMENT FUNDS RESTRICTED TO THE JERUSALEM YMCA 2023-12-07 3794727 MARKET VALUE 363258696 YMCA OF THE USA 101 NORTH WACKER DRIVE CHICAGO IL 60606 501(C)3 ENDOWMENT FUNDS AND CASH 2023-12-05 1422898 MARKET AND CASH VALUE 560632130 YMCA BLUE RIDGE ASSEMBLY 84 BLUE RIDGE CIRCLE BLACK MOUNTAIN NC 28711 501(C)3 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 3 THE ORGANIZATION WAS DISSOLVED AS OF DECEMBER 8, 2023. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT WAS SIGNED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C FJIY RETAINS PROFESSIONAL CONSULTING SERVICES OF DONOR BY DESIGN LLC, A DEVELOPMENT CONSULTING FIRM WITH MORE THAN 60 CLIENT CONTRACTS ACTIVE WITH LOCAL YMCAS IN THE USA. MICHAEL BUSSEY IS A MEMBER OF THE CONSULTING TEAM. HE DERIVES NO BENEFIT DIRECTLY AS A RESULT OF OUR OUTSOURCING. OTHER CONSULTANTS ARE ENGAGED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INVESTMENT TRANSFER TO Y-USA -3,794,725. TRANSFER OF PENIEL CAMPAIGN TO YMCA BLUE RIDGE ASSEMBLY -1,027,831. TRANSFER OF ONPRINCIPLE FUNDS TO YMCA BLUE RIDGE ASSEMBLY -395,067. TRANSFER OF ONPRINCIPLE FUNDS FOR HOLY CITY PILGRIMAGE IN JERUSALEM -3,035. TRANSFER OF REMAINING ASSETS DUE TO DISSOLUTION -65,351.