2024-05-29T15:36:45-05:00 2023-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2023-07-01 626077703 JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE JEWI 6153520056 801 PERCY WARNER BOULEVARD 102 NASHVILLE TN 37205 LESLIE KIRBY BOARD PRESIDENT 6153520056 2024-05-29 1 LESLIE KIRBY 999009999 1 FRANCES LEAHY P00320901 6152427351 2024-05-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JEWISH FEDERATION OF GREATER NASHVILLE LESLIE KIRBY 801 PERCY WARNER BOULEVARD 102 NASHVILLE TN 37205 3672145 0 X JEWISHNASHVILLE.ORG X 1936 TN TO SERVE AS THE CENTRAL VOLUNTARY COMMUNAL ORGANIZATION OF THE JEWISH COMMUNITY 25 25 21 20 120971 0 1982692 2121128 186038 74778 2203699 1017761 132371 134669 4504800 3348336 2836325 1491537 0 0 1354490 795844 0 0 402533 993575 587245 5184390 2874626 -679590 473710 41500823 42888894 11024406 11557470 30476417 31331424 X THE JEWISH FEDERATION OF NASHVILLE IS THE CENTRAL VOLUNTARY COMMUNAL ORGANIZATION OF THE JEWISH COMMUNITY. THROUGH ITS FUND-RAISING, PLANNING AND COMMUNITY RELATIONS EFFORTS, EITHER INDEPENDENTLY OR IN PARTNERSHIP WITH OTHER JEWISH ORGANIZATIONS, THE FEDERATION WORKS TO PROMOTE THE GENERAL WELFARE, VIABILITY AND COHESIVENESS OF THE JEWISH COMMUNITY OF NASHVILLE AND MIDDLE TENNESSEE AND TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE LOCALLY, IN ISRAEL AND AROUND THE WORLD. 0 0 1491537 1412372 PHILANTHROPY: THE ORGANIZATION PROVIDES CHARITABLE SUPPORT TO SECULAR AND NONSECULAR SECTION 501(C)(3) CHARITABLE ORGANIZATIONS AND ALSO SERVES AS AN AGENCY FOR ITS DONORS TO PROVIDE CHARITABLE SUPPORT TO BOTH SECULAR AND NONSECULAR CHARITABLE ORGANIZATIONS. 355807 79165 JEWISH EDUCATION: THE ORGANIZATION PROVIDES EDUCATION FOR THE JEWISH COMMUNITY ON THE JEWISH FAITH AND ISRAEL. 116085 6420 OBSERVER: THE ORGANIZATION PUBLISHES A MONTHLY NEWSPAPER, WHICH DISCUSSES LOCAL AND GLOBAL ISSUES AS IT RELATES TO THE JEWISH COMMUNITY 1963429 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X X BECKY GUNN 6153520056 801 PERCY WARNER BOULEVARD 102 NASHVILLE TN 37205 BECKY GUNN CFO 40.00 X 125822 0 14180 DEBORAH OLESHANSKY COMMUNITY RELATIONS DIRECTOR 40.00 X 100926 0 12914 DAN HORWITZ CEO (START AUG 2023) 40.00 X 94617 0 11009 LESLIE KIRBY PRESIDENT 2.00 X X 0 0 0 ARON KARABEL VICE PRESIDENT 2.00 X X 0 0 0 JACOB KLEINROCK SECRETARY 2.00 X X 0 0 0 ARLENE AVERBUCH DIRECTOR 2.00 X 0 0 0 HAROLD BENUS DIRECTOR 2.00 X 0 0 0 DAVID BOCKIAN DIRECTOR 2.00 X 0 0 0 MARY CORNELIUS DIRECTOR 2.00 X 0 0 0 LINDSEY DANZINGER DIRECTOR 2.00 X 0 0 0 SETH GOLDBERG DIRECTOR 2.00 X 0 0 0 AMY GOLDSTEIN DIRECTOR 2.00 X 0 0 0 BECCA GRONER DIRECTOR 2.00 X 0 0 0 ORI HART DIRECTOR 2.00 X 0 0 0 STEVE HIRSCH DIRECTOR 2.00 X 0 0 0 MINDY HIRT DIRECTOR 2.00 X 0 0 0 BATIA KARABEL DIRECTOR 2.00 X 0 0 0 JACOB KUPIN DIRECTOR 2.00 X 0 0 0 HAYLEY LEVY DIRECTOR 2.00 X 0 0 0 ERIC MIROWITZ DIRECTOR 2.00 X 0 0 0 LANA PARGH DIRECTOR 2.00 X 0 0 0 JASON SPARKS DIRECTOR 2.00 X 0 0 0 ANNA STERN DIRECTOR 2.00 X 0 0 0 CARA SUVALL DIRECTOR 2.00 X 0 0 0 RABBI JOSHUA KULLOCK DIRECTOR 2.00 X 0 0 0 STEPHANIE TOWNSEND DIRECTOR 2.00 X 0 0 0 DAN WEISMAN DIRECTOR 2.00 X 0 0 0 CHRISTIE WIEMERS DIRECTOR 2.00 X 0 0 0 321365 0 38103 2 0 0 0 SEI 1 FREEDOM VALLEY DRIVE OAKS PA 19456 INVESTMENT SERVICES 186995 1 2121128 588587 2121128 OBSERVER INCOME 541800 74778 6420 68358 74778 1137762 1137762 203808 323809 -120001 -120001 -120001 OTHER REVENUE 900099 82056 82056 ACCOUNTING SERVICES 900099 52613 52613 134669 3348336 6420 120971 1099817 1491537 1491537 183432 36686 103275 43471 502310 294079 113769 94462 15775 8649 3337 3789 40581 24214 9669 6698 53746 26336 16661 10749 2471 2471 8105 8105 92195 92195 50013 12504 26506 11003 1743 436 924 383 1364 341 723 300 3874 3874 5522 5522 CAMPAIGN PROGRAMS 176856 176856 OTHER EXPENSES 144146 27699 75740 40707 STAFF DEVELOPMENT 37972 9493 20125 8354 OBSERVER PUBLICATION 24908 24908 38076 6547 25768 5761 2874626 1963429 508664 402533 116800 1171272 136295 137816 523975 373336 36147 66478 5000 201061 180957 17574 20104 19204366 18920565 21465666 22194323 0 0 41500823 42888894 227472 76380 10796934 11481090 11024406 11557470 X 21832081 21252260 8644336 10079164 30476417 31331424 41500823 42888894 473710 381297 0 X X 0 1 X 1 0 X 2517510 2728446 3705450 1982692 2121128 13055226 2517510 2728446 3705450 1982692 2121128 13055226 794836 12260390 1341420 972245 2740915 1513340 1137762 7705682 28780 24021 27589 35644 82056 198090 20958998 198658 0.58500 0.62220 X PUBLIC SUPPORT SHORT YEAR EXPLANATION THE FEDERATION'S CURRENT TAX YEAR IS A SHORT YEAR FROM JULY 1, 2023 TO DECEMBER 31, 2023 DUE TO A CHANGE IN REPORTING PERIOD FOR FINANCIAL STATEMENT PURPOSES. THE FEDERATION CHANGED ITS YEAR-END FROM JUNE TO DECEMBER TO BETTER ALIGN WITH ITS GRANTS CYCLE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 581 1028276 777194 13935387 1 1 6655689 1162369 330682 10330 37781 8100629 7386793 56750 190544 906329 72069 6655689 8514783 28123 -577699 489408 89006 7386793 7153594 140805 2224487 909827 94276 8514783 7496647 149631 119772 533352 79104 7153594 1.00000 0 0 201061 180957 20104 20104 ALTERNATIVE INVESTMENTS 9217068 F ISRAEL AND FIXED INCOME BONDS 12977255 F 22194323 FUNDS HELD FOR OTHERS 11116677 DESIGNATED GIVING 364413 11481090 X 7964720 463334 4245245 4708579 3256141 92195 92195 3348336 7707266 4924835 4924835 2782431 92195 92195 2874626 PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FEDERATION'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES, OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED ON 2022 RETURN 4,504,800. INVESTMENT FEES REPORTED ON 2022 RETURN -259,555. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED ON 2022 RETURN 5,184,390. INVESTMENT FEES REPORTED ON 2022 RETURN -259,555. 1 ABE'S GARDEN 115 WOODMONT BLVD NASHVILLE TN 37205 061818302 501(C)3 12725 0 GENERAL PROGRAM SUPPORT AKIVA SCHOOL 809 PERCY WARNER BLVD NASHVILLE TN 37205 620694534 501(C)3 79165 0 GENERAL PROGRAM SUPPORT AMERICAN RED CROSS 2201 CHARLOTTE AVE NASHVILLE TN 37203 530196605 501(C)3 14782 0 GENERAL PROGRAM SUPPORT CHABAD OF NASHVILLE 95 BELLEVUE RD NASHVILLE TN 37221 621793153 501(C)3 7005 0 GENERAL PROGRAM SUPPORT FIFTY FORWARD 174 RAINS AVE NASHVILLE TN 37203 620566419 501(C)3 7067 0 GENERAL PROGRAM SUPPORT GILDA'S CLUB MIDDLE TENNESSEE 1707 DIVISION ST NASHVILLE TN 37203 621614190 501(C)3 7360 0 GENERAL PROGRAM SUPPORT GORDON JEWISH COMMUNITY CENTER 801 PERCY WARNER BLVD SUITE 102 NASHVILLE TN 37205 620475746 501(C)3 270638 0 GENERAL PROGRAM SUPPORT HADASSAH NASHVILLE 801 PERCY WARNER BLVD SUITE 102 NASHVILLE TN 37205 626079301 501(C)3 6625 0 GENERAL PROGRAM SUPPORT HARD BARGAIN ASSOCIATION PO BOX 545 FRANKLIN TN 37064 830411768 501(C)3 10000 0 GENERAL PROGRAM SUPPORT JEWISH FAMILY SERVICES 801 PERCY WARNER BLVD SUITE 103 NASHVILLE TN 37205 626046618 501(C)3 90393 0 GENERAL PROGRAM SUPPORT MOISHE HOUSE 5802 MONROE RD CHARLOTTE NC 28212 262599786 501(C)3 7500 0 GENERAL PROGRAM SUPPORT NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA PA 19176 948607722 501(C)3 36500 0 GENERAL PROGRAM SUPPORT PLANNED PARENTHOOD 50 VANTAGE WAY NASHVILLE TN 37228 131644147 501(C)3 5200 0 GENERAL PROGRAM SUPPORT SECOND HARVEST FOOD 331 GREAT CIRCLE RD NASHVILLE TN 37228 621049447 501(C)3 15150 0 GENERAL PROGRAM SUPPORT STAND WITH US PO BOX 811355 BOCA RATON FL 33481 010566033 501(C)3 10063 0 GENERAL PROGRAM SUPPORT STREET OF DREAMS 4215 MENLO AVE SAN DIEGO CA 92115 330936491 501(C)3 10000 0 GENERAL PROGRAM SUPPORT TEMPLE KOL AMI EMANUEL 8200 PETERS RD PLANTATION FL 33324 201836125 501(C)3 6000 0 GENERAL PROGRAM SUPPORT THE TEMPLE OHABAI SHOLOM 5015 HARDING RD NASHVILLE TN 37205 100142954 501(C)3 52354 0 GENERAL PROGRAM SUPPORT VANDERBILT HILLEL 2421 VANDERBILT PLACE NASHVILLE TN 37240 030460361 501(C)3 186468 0 GENERAL PROGRAM SUPPORT WEST END SYNAGOGUE 3814 WEST END AVE NASHVILLE TN 37205 620513743 501(C)3 23256 0 GENERAL PROGRAM SUPPORT BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE SUITE 10 NEW YORK NY 10017 134092050 501(C)3 10000 0 GENERAL PROGRAM SUPPORT JFNA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 145608 0 GENERAL PROGRAM SUPPORT VANDERBILT UNIVERSITY 2201 WEST END AVE NASHVILLE TN 37235 620476822 501(C)3 23000 0 GENERAL PROGRAM SUPPORT 23 PART I, LINE 2: PERIODIC REPORTS REQUIRED FROM ORGANIZATIONS AS WELL AS DOCUMENTATION FOR DISTRIBUTIONS. X 25 588587 NET PROCEEDS 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS OF STOCK RECEIVED FORM 990, PART VI, SECTION A, LINE 2 ARON KARABEL AND BATIA KARABEL HAVE A FAMILY RELATIONSHIP. JACOB KUPIN AND HAYLEY LEVY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY EXECUTIVE DIRECTOR, CONTROLLER, PRESIDENT AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C EVERY NEW BOARD MEMBER THAT COMES ONTO THE BOARD AND EVERY NEW MEMBER OF THE STAFF SIGNS A CONFLICT OF INTEREST POLICY. THE EXECUTIVE ASSISTANT MAINTAINS THOSE FILES AND MONITORS AS WE MAY HAVE CHANGES IN OUR BOARD OR STAFF THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL SALARY SURVEY IS PROVIDED BY THE JEWISH FEDERATIONS OF NORTH AMERICA, SHOWING SALARY BRACKETS FOR SIMILAR POSITIONS NATIONWIDE. THE EXECUTIVE DIRECTOR IS ON A THREE YEAR SALARY CONTRACT. THE SALARY WILL BE REVIEWED AND APPROVED BY THE BOARD PRIOR TO ANY RENEWAL. FORM 990, PART VI, SECTION C, LINE 19 THE FEDERATION PUBLISHES AN ANNUAL REPORT WITH FINANCIAL INFORMATION. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. SCHEDULE D, PAGE 4, LINE 2D THE FEDERATION IS CHANGING THEIR FISCAL YEAR FROM JUNE 30 TO DECEMBER 31. THE AUDIT WAS PERFORMED FOR AN 18-MONTH PERIOD. THE ACTIVITY FOR THE TWELVE MONTHS ENDED JUNE 30, 2023 ARE REPORTED IN THE 2022 FORM 990. THOSE AMOUNTS HAVE BEEN REMOVED FROM THE TOTAL AUDIT BALANCES IN THE RECONCILIATION PROCESS.