2024-11-14T11:00:56-06:00 2023-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-01-01 310537174 Jewish Federation of Cincinnati JEWI 5139851500 8499 Ridge Road Cincinnati OH 45236 Danielle Minson President & CEO 5139851500 2024-11-12 1 1 Paula Hume P00537516 5132418313 2024-11-12 2023 2024-10-15 13:58:12Z Danielle Minson 8499 Ridge Road Cincinnati OH 45236 45621918 0 X www.jewishcincinnati.org X 1967 OH The Jewish Federation of Cincinnati brings our community together to care for Jews. 37 37 76 400 0 0 25094842 28468408 1855871 2234934 305729 490920 2489 10259 27258931 31204521 16175379 15963708 0 0 6492829 7362708 0 0 1960513 3872389 3360003 26540597 26686419 718334 4518102 143827780 165889419 22513110 26446537 121314670 139442882 The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. 0 0 19719943 15944324 576287 The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. 2652555 1372677 The Federation has a shared business service program where it provides accounting and human resource services to various Jewish agencies in the Cincinnati area. 683647 19384 285970 The Federation administers a community program called SAFE Cincinnati, a community wide initiative to improve Jewish Cincinnati's readiness to deal with security threats and natural disasters. 23056145 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 58 0 1 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 37 37 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH KY FL X X Erin Klein 5139851500 8499 Ridge Road Cincinnati OH 45236 Andy Abel Member - Exit 05/23 1.00 X 0 0 0 Bret Caller Foundation Trustee - Exit 05/23 1.00 X X 0 0 0 Debbie Brant Immediate Past President 1.00 X X 0 0 0 Elida Kamine Vice President 1.00 X X 0 0 0 Gary Greenberg Member - Exit 05/23 1.00 X 0 0 0 Jeff Zipkin Member - Exit 05/23 1.00 X 0 0 0 Jim Salters Member 1.00 X 0 0 0 Josh Blatt Chair 1.00 X X 0 0 0 Nancy Warren Member 1.00 X 0 0 0 Patti Heldman Member - Exit 05/23 1.00 X 0 0 0 Sherri Symson Vice President 1.00 X X 0 0 0 Tedd Friedman Vice President 1.00 X X 0 0 0 Steve Baron Member 1.00 X 0 0 0 Sharon Bramy Member 1.00 X 0 0 0 Elliot Draznin Member 1.00 X 0 0 0 Marc Fisher Member - Exit 05/23 1.00 X 0 0 0 Robert Fisher Vice President 1.00 X X 0 0 0 Louis Goldner Member 1.00 X 0 0 0 Craig Hoffheimer Member - Exit 05/23 1.00 X 0 0 0 Lara Isakov Member 1.00 X 0 0 0 Todd Schild Secretary/Treasurer 1.00 X X 0 0 0 Shari Schulhoff Member 1.00 X 0 0 0 David Wise Member - Exit 05/23 1.00 X 0 0 0 Mark Barsman Member 1.00 X 0 0 0 Julie Glazer Member 1.00 X 0 0 0 Jim Heldman Member 1.00 X 0 0 0 Miriam Hodesh Vice President 1.00 X X 0 0 0 Beth Miles Member 1.00 X 0 0 0 Sue Price Member 1.00 X 0 0 0 Vallie Freeman Member 1.00 X 0 0 0 Karen Goodman Vice President 1.00 X X 0 0 0 Raffie Zuroff Member - Exit 05/23 1.00 X 0 0 0 Seth Guttman Member - Exit 05/23 1.00 X 0 0 0 Rabbi Sanford Kopnick Member 1.00 X 0 0 0 Abby Schwartz Member 1.00 X 0 0 0 Scot Joseph Member 1.00 X 0 0 0 Sam Shaffer Member 1.00 X 0 0 0 Brian Hertzman Member 1.00 X 0 0 0 Eliana Rantz Member 1.00 X 0 0 0 Ben Schneider Vice President - Start 05/23 1.00 X X 0 0 0 Don Shuller Vice President - Start 05/23 1.00 X X 0 0 0 Fred Heldman Member - Start 05/23 1.00 X 0 0 0 Caroline Winstel Member - Start 05/23 1.00 X 0 0 0 Kai Schneider Member - Start 05/23 1.00 X 0 0 0 Whitney Fisch Member - Start 05/23 1.00 X 0 0 0 Alyce Ellison Member - Start 05/23 1.00 X 0 0 0 Chuck Kessel Member - Start 05/23 1.00 X 0 0 0 Danielle Minson President & CEO 37.50 X 334372 0 49388 Lindsey Wade COO 37.50 X 177974 0 26985 Pam Geller Chief Impact Officer 37.50 X 152853 0 7214 Valerie Krueckeberg Managing Director, SBS 37.50 X 155698 0 17652 Mark Dowd Director of SAFE Cincinnati 37.50 X 143493 0 7103 Jim Friedman Director of Planned Giving 37.50 X 133109 0 27152 Deb Steinbuch Interim Chief Development Officer 37.50 X 132475 0 16474 David Harris - Start 323 Chief Development Officer 37.50 X 146666 0 5094 Felicia Zakem Chief Planning Officer 37.50 X 129443 0 34433 1506083 0 191495 9 0 1 0 Air Partner LLC 601 W 26th Street Ste 900 New York NY 10001 chartered air travel 148950 1 28468408 14989271 28468408 Shared Busin. Service 900099 1948964 1948964 Safe Program Particip. 900099 285970 285970 2234934 351406 351406 14556911 14417397 139514 139514 139514 Refunded Grant 900009 5942 5942 Other Income 900099 4317 4317 10259 31204521 2234934 0 501179 14779086 14779086 1162514 1162514 22108 22108 922137 576538 160043 185556 5060309 3535865 548586 975858 187604 128282 14343 44979 753361 519251 61399 172711 439297 296674 40735 101888 46311 29707 16313 291 41888 26870 14755 263 135540 135540 383760 197578 182923 3259 344785 139626 133512 71647 227023 127929 88762 10332 521924 236730 63678 221516 264568 141589 79481 43498 732671 629575 24131 78965 244408 137727 95559 11122 Other expense 265950 149865 103982 12103 Employee Training 115363 62911 27557 24895 Subcription & Dues 35812 20180 14002 1630 26686419 23056145 1669761 1960513 6939566 12995528 6152175 6295441 3518113 2250786 515000 440000 486389 456966 4457164 3458366 1197637 998798 18137508 29759472 102487344 107865144 4394048 4827284 143827780 165889419 5649376 7019080 4883253 5169462 11465481 13817995 515000 440000 22513110 26446537 X 71620770 82741390 49693900 56701492 121314670 139442882 143827780 165889419 X 4518102 13206752 403358 X X 0 1 X 1 0 X 21705985 25446216 21726557 25094842 28468408 122442008 21705985 25446216 21726557 25094842 28468408 122442008 43011013 79430995 1741743 879265 255726 268241 351406 3496381 23910 31784 4390 2489 10259 72832 126011221 8041408 0.63030 0.60570 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2019 Amount: $ 23,910. 2021 Amount: $ 4,390. 2022 Amount: $ 2,489. 2023 Amount: $ 10,259. Workers Comp Refund - 2020 Amount: $ 31,784. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 1 133265 1 2275 1 0 135540 0 Part II-B, Line 1: a) Used volunteer efforts to work against OH Issue 1 for 8/8/23 and to get an abortion rights amendment onto 11/7/23 ballot. No money spent. b) We have two FTEs, who have--as a small component of their duties--worked to influence nat'l/state/local legislation. We have worked on the same matters as in (a) and also to work to secure nonprofit security funds in the nat'l and state governments. No money was spent. d) We sent digital notes to members and released public messages about our support for the items in (a) and (b). No money was spent. e) We digitally published the items in (d) on our digital platforms--this includes our website and social media. No money was spent. g) We made trips to Columbus, OH to work with OH state legislators and their staffs for items described above. We also hosted federal, state, and local legislators and their staffs for private security briefings at our JCC headquarters in Amberly, Ohio. Approximately $250 was spent. g) We sought to influence bills at the OH statehouse by providing oral and written testimony in committees. No money was spent. h) One full-time team member participated in an Ohio Jewish Community Statehouse Mission to Israel in August 2023, with a goal to form and improve relations with statehouse legislators and staff and advocate for Jewish security issues. $4,025 was spent. 149 14650980 8643874 47587946 1 1 1 11465481 2842783 490269 13817995 1 X 65854410 2212783 8666734 2881086 73852841 78189288 669870 -10671628 2333120 65854410 73453709 1118865 6818621 3201907 78189288 64202735 3979610 8122417 2851053 73453709 50558814 7134660 8813683 2304422 64202735 0.41000 0.43000 0.16000 0 0 114587 114587 1132244 1132205 39 965302 429300 536002 2233166 1884996 348170 11865 11865 0 998798 Other investments 107865144 F 107865144 X 44814631 13206752 403358 13610110 31204521 0 31204521 26686419 0 26686419 0 26686419 Part IV, Line 1b: The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns, as well as serving as the custodian and managers of a pooled investment account. Part IV, Line 2b: The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns as well as serving as the custodian and manager of a pooled investment account in which other local Jewish agencies can hold endowments. Part V, Line 4: Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. Part X, Line 2: The Federation is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Federation is subject to federal income tax on any unrelated business taxable income. The Federation's IRS Form 990 is subject to review and examination by federal and state authorities. The Federation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statement. Part XI, Line 2d - Other Adjustments: Change in beneficial int in trust 341,585. Change on charitable gift annuities 29,126. Change in CSV of life insurance 32,647. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 1 Investment in foreign hedge funds or private equity. 87299317 North America - Canada and Mexico, but not the United States 0 1 Investment in foreign hedge funds or private equity. 954718 Europe (Including Iceland & Greenland) 0 1 Investment in foreign hedge funds or private equity. 1372517 0 3 0 0 0 3 89626552 0 89626552 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt Scholarship 22108 Electronic Fund/Wire Transfer 0 1 0 0 0 0 0 0 0 Part I, Line 2: Scholarships used for educational organizations. Student follows up on progress annually. Investment in foreign hedge funds or private equity funds are monitored by the investment committee. 0 Adath Israel Congregation 3201 East Galbraith Road Cincinnati OH 45236 310537489 501 c 3 181571 0 General Support Admiral's Cove Foundation 200 Admirals Cove Boulevard Jupiter FL 33477 593786373 501 c 3 11250 0 General Support Alder Graduate School of Education 2946 Broadway Street Ste 4B Redwood City CA 94062 474649648 501 c 3 10000 0 General Support Alzheimer's Disease and Related Disorders Association 225 N Michigan Avenue Floor 17 Chicago IL 60601 133039601 501 c 3 41500 0 General Support American Friends of Magen David Adom 20 West 36th Street Suite 1100 New York NY 10018 131790719 501 c 3 56680 0 General Support American Jewish Committee 165 E 56th St New York NY 10022 135563393 501 c 3 97700 0 General Support ArtsWave 20 E Central Parkway Suite 200 Cincinnati OH 45202 310537138 501 c 3 6900 0 General Support Atara High School 6701 Elbrook Ave Cincinnati OH 45237 883521785 501 c 3 16807 0 General Support Bellwether Enterprise 1375 E 9th Street 2400 Cleveland OH 44114 851599996 501 c 3 10000 0 General Support Beth Israel Congregation 50 North Sixth Hamilton OH 45011 310708269 501 c 3 15281 0 General Support Birthright Israel Foundation 711 Third Avenue 10th Floor New York NY 10017 134092050 501 c 3 10800 0 General Support Black Swamp Bird Observatory 13551 W State Route 2 Oak Harbor OH 43449 341702076 501 c 3 11800 0 General Support Camp Ashreinu 6700 Elbrook Avenue Cincinnati OH 45237 311435998 501 c 3 40000 0 General Support Camp Chabad 1863 Section Road Cincinnati OH 45237 310163231 501 c 3 31800 0 General Support Camp Livingston 8485 Ridge Road Cincinnati OH 45236 316050765 501 c 3 834123 0 General Support CAROLINA WILDLIFE CONSERVATION 722 N Ingleside Farm Road Iron Station NC 28080 832048360 501 c 3 14000 0 General Support Catholic Health Partners Foundation 1701 Mercy Health Pl Cincinnati OH 45237 201072726 501 c 3 11800 0 General Support Chabad at Miami University 111 E Spring Street Oxford OH 45056 463603690 501 c 3 10000 0 General Support Chabad House at University of Cincinnati 343 Probasco Street Cincinnati OH 45220 455111899 501 c 3 8200 0 General Support Chabad Jewish Center of Blue Ash 3977 Hunt Road Cincinnati OH 45236 223796223 501 c 3 86558 0 General Support Chabad Lubavitch Congregation 3515 Green St Harrisburg PA 17110 251697877 501 c 3 6800 0 General Support Chabad of Palm Beach Gardens 6100 PGA Blvd Palm Beach Gardens FL 33418 205197484 501 c 3 10800 0 General Support Chabad of South Tampa 2511 West Swann Ave 201 Tampa FL 33609 261576111 501 c 3 65000 0 General Support Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501 c 3 1002400 0 General Support Christ Hospital Foundation 2139 Auburn Ave Cincinnati OH 45219 264165492 501 c 3 5400 0 General Support Cincinnati Art Museum 953 Eden Park Drive Cincinnati OH 45202 310536653 501 c 3 10230 0 General Support Cincinnati College Preparatory Academy U25-Inn H Cincinnati OH 45214 223619461 501 c 3 10000 0 General Support Cincinnati Community Kollel PO Box 621072 Cincinnati OH 45262 850609855 501 c 3 55922 0 General Support Cincinnati Country Day School 6905 Given Rd Cincinnati OH 45243 310536970 501 c 3 5500 0 General Support Cincinnati Dreams Come True PO Box 42890 Cincinnati OH 42890 311041392 501 c 3 5100 0 General Support Cincinnati Hebrew Day School 2222 Losantiville Road Cincinnati OH 45237 310544741 501 c 3 357719 0 General Support Cincinnati Hillel 2615 Clifton Avenue Cincinnati OH 45220 316068733 501 c 3 191428 0 General Support Cincinnati Memorial Hall Society 1225 Elm Street Cincinnati OH 45202 300268492 501 c 3 12000 0 General Support Cincinnati Opera Association 1243 Elm St Cincinnati OH 45202 310549044 501 c 3 12000 0 General Support Cincinnati Sled Hockey 7588 Trailwind Dr Montgomery OH 45242 853604639 501 c 3 20500 0 General Support Cincinnati USA Regional Chamber 3 E 4th St Cincinnati OH 45202 237089617 501 c 3 10000 0 General Support CLAL - The National Jewish Center for Learning and Leadership 440 Park Ave South New York NY 10016 237390358 501 c 3 20000 0 General Support Combined Jewish Philanthropies of Greater Boston Inc 126 High St Boston MA 02110 042103559 501 c 3 8720 0 General Support Community Works West 110 Broadway Oakland CA 94607 205278030 501 c 3 52500 0 General Support Congregation Beth Adam 10001 Loveland Maderia Road Loveland OH 45140 310993285 501 c 3 20750 0 General Support Congregation Etz Chaim 1190 Indian Hills Pkwy Marietta GA 30068 581245765 501 c 3 24619 0 General Support Congregation Sha'arei Torah 2400 Section Road Cincinnati OH 45237 451263585 501 c 3 39630 0 General Support Congregation Zichron Eliezer 2455A Section Road Cincinnati OH 45237 205581301 501 c 3 24000 0 General Support Dror for the Wounded Foundation 450 Lexington Ave 839 New York NY 10163 264528405 501 c 3 50000 0 General Support Easter Seals TriState 2901 Gilbert Ave Cincinnati OH 45206 310873433 501 c 3 65100 0 General Support Easterseals Redwood 71 Orphanage Road Ft Mitchell KY 41017 616013702 501 c 3 26000 0 General Support FreeStoreFoodBank 1141 Central Parkway Cincinnati OH 45202 237122205 501 c 3 35350 0 General Support Friday Night Shabbat 2690 Section Road Cincinnati OH 45237 923274135 501 c 3 11800 0 General Support Friends of Cincinnati College Prepartory Academy 1425 Linn St Cincinnati OH 45214 882659424 501 c 3 10000 0 General Support Friends of United Hatzalah Inc 442 5th Avenue Suite 1866 New York NY 10018 113533002 501 c 3 27900 0 General Support Friends of Yashar L'Chayal Inc 20 Chalmers Road East Brunswick NJ 08816 208021512 501 c 3 25000 0 General Support Golf Manor Synagogue 6442 Stover Avenue Cincinnati OH 45237 310628603 501 c 3 59463 0 General Support Greater Cincinnati Foundation 720 E Pete Rose Way 120 Cincinnati OH 45202 310669700 501 c 3 195341 0 General Support HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA PO Box 42396 Cincinnati OH 45242 131656651 501 c 3 7500 0 General Support Halom House 4680 Hunt Road Cincinnati OH 45242 311073702 501 c 3 21375 0 General Support Hamilton County Police Association 10500 Reading Road Cincinnati OH 45241 310947524 501 c 3 9600 0 General Support Hebrew Union College Skirball Museum 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 c 3 15000 0 General Support Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 316068732 501 c 3 62650 0 General Support Hillel the Foundation for Jewish Campus Life 912 Broadway Street New Orleans LA 70118 726031116 501 c 3 20360 0 General Support INNOCENCE PROJECT OF FLORIDA 1100 East Park Ave Tallahassee FL 32301 200210812 501 c 3 23000 0 General Support Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 310536987 501 c 3 122188 0 General Support Ish Festival 6144 Grand Vista Cincinnati OH 45213 832433747 501 c 3 80262 0 General Support JEEP - Jewish Education for Everyone 1995 Section Road Cincinnati OH 45237 204016862 501 c 3 24011 0 General Support Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 383711514 501 c 3 86145 0 General Support Jewish Discovery Center 7587 Central Park Blvd Mason OH 45040 311566575 501 c 3 19900 0 General Support Jewish Family Service 9595 Kenwood Road Suite 100 Cincinnati OH 45242 310744786 501 c 3 832867 0 General Support Jewish Federation of Palm Beach 4601 Community Drive West Palm Beach FL 33417 590948696 501 c 3 10000 0 General Support Jewish Federations of North America 25 Broadway STE1700 New York NY 10004 131624240 501 c 3 1619971 0 General Support Jewish Fertility Foundation Inc 1600 Parkwood Cir SE Ste 400 Atlanta GA 30339 810789964 501 c 3 36900 0 General Support Jewish National Fund 42 East 69th Street New York NY 10021 131659627 501 c 3 114485 0 General Support JEWISH UNITED FUND OF METROPOLITAN CHICAGO 30 S Wells St Chicago IL 60606 362167034 501 c 3 57500 0 General Support JVS Careers 4540 Cooper Rd Suite 300 Cincinnati OH 45242 262091358 501 c 3 465000 0 General Support Kneseth Israel Congregation 2455 Section Road Cincinnati OH 45237 310549055 501 c 3 10000 0 General Support Lighthouse Youth Services Inc 401 E McMillan St Cincinnati OH 45206 237046229 501 c 3 13000 0 General Support Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 310536986 501 c 3 1352708 0 General Support MORIAH CONGREGATION 200 Taub Dr Deerfield IL 60015 362935511 501 c 3 7500 0 General Support Nancy and David Wolf Holocaust and Humanity Center 1301 Western Ave Cincinnati OH 45203 205090993 501 c 3 2942609 0 General Support Ne'eman Foundation USA 867 Boylston St 1342 Boston MA 02116 473438072 501 c 3 20000 0 General Support New Israel Fund PO Box 70358 Philadelphia PA 19176 942607722 501 c 3 10000 0 General Support Northern Hills Synagogue 5714 Fields Ertel Road Cincinnati OH 45249 310673600 501 c 3 22583 0 General Support Ohio Innocence Project UC College of Law PO Box 210040 Cincinnati OH 45221 310896555 501 c 3 9000 0 General Support Ohio Jewish Communities 50 W Broad Street 1815 Columbus OH 43215 311042915 501 c 4 70000 0 General Support PAN MASSACHUSETTS CHALLENGE TRUST 77 Fourth Ave Needham MA 02494 042746912 501 c 3 10000 0 General Support Planned Parenthood of Southwest Ohio 2314 Auburn Avenue Cincinnati OH 45219 310536688 501 c 3 42300 0 General Support Prostate Cancer Foundation 1250 Fourth Street Santa Monica CA 90401 954418411 501 c 3 24600 0 General Support Rashi School Inc 8000 Great Meadow Road dedham MA 02026 222581549 501 c 3 5180 0 General Support Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 310543299 501 c 3 98703 0 General Support Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 310603959 501 c 3 490328 0 General Support Ronald McDonald House Charities of Greater Cincinnati 350 Erkenbrecher Ave Cincinnati OH 45229 310965333 501 c 3 21150 0 General Support Saint Jude Childrens Hospital 501 St Jude Place Memphis TN 38105 620646012 501 c 3 5758 0 General Support Seven Hills School 5400 Red Bank Road Cincinnati OH 45227 310536666 501 c 3 22350 0 General Support Solomon Schechter Day School of Metropolitan Chicago 3210 Dundee Rd Northbrook IL 60062 362493769 501 c 3 21000 0 General Support SUMMER CAMP OPPORTUNITIES PROMOTE EDUCATION INC PO Box 5450 Astoria NY 11105 202772242 501 c 3 8500 0 General Support Tampa Jewish Community Center 522 N Howard Ave Tampa FL 33606 237182057 501 c 3 14500 0 General Support Temple Beth El of Boca Raton 9800 Yamato Rd Boca Raton FL 33434 591412924 501 c 3 5125 0 General Support Temple Sholom 3100 Longmeadow Lane Cincinnati OH 45236 310584318 501 c 3 30937 0 General Support Tender Mercies 27 W 12th Street Cincinnati OH 45202 311137270 501 c 3 10000 0 General Support The Children's Theatre of Cincinnati 4015 Red Bank Road Cincinnati OH 45227 316026285 501 c 3 9040 0 General Support United Way of Greater Cincinnati PO Box 632711 Cincinnati OH 45263 310537502 501 c 3 77500 0 General Support University of Cincinnati Department of Judaic Studies PO Box 210140 Cincinnati OH 45221 316000989 501 c 3 7500 0 General Support University of Cincinnati Foundation PO Box 210172 Cincinnati OH 45221 316000989 501 c 3 50986 0 General Support Valley Temple 145 Springfield Pike Cincinnati OH 45215 310744533 501 c 3 22146 0 General Support Weil Funeral Home 8350 Cornell Road Cincinnati OH 45249 310616627 501 c 3 7217 0 General Support Yahad - In Unum Mid America 2444 Madison Rd Unit 1708 Cincinnati OH 45208 842593527 501 c 3 6000 0 General Support Boys & Girls Clubs of Cincinnati 600 Dalton Ave Cincinnati OH 45203 811620541 501 c 3 12800 0 General Support 103 1 Israel Trip & Summer Camp Grants 419 883989 Scholarships 126 190025 Teacher Salary Engangement Grant 9 36000 Hebrew Free Loans 4 45000 Bar/Bat Mitzvah grants 15 7500 Part I, Line 2: Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A) Agency Mission Statement B) Current listing of Agency's Board of Directors C) IRS Letter indicating tax-exempt status D) Projected program budget for fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E) Actual program budget for year or last completed fiscal year F) Estimated program budget for the rest of the current fiscal year. G) Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal to $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H) Overall organization's corresponding fiscal year budget (attached to each program application). I) A copy of their audited financial statements from their most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site visits to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 Danielle Minson President & CEO 304872 0 29500 0 0 0 15095 0 34293 0 383760 0 0 0 Lindsey Wade COO 172974 0 5000 0 0 0 8720 0 18265 0 204959 0 0 0 Valerie Krueckeberg Managing Director, SBS 150698 0 5000 0 0 0 7476 0 10176 0 173350 0 0 0 Felicia Zakem Chief Planning Officer 124443 0 5000 0 0 0 5223 0 29210 0 163876 0 0 0 Jim Friedman Director of Planned Giving 123109 0 10000 0 0 0 6393 0 20759 0 160261 0 0 0 Pam Geller Chief Impact Officer 147853 0 5000 0 0 0 7214 0 0 0 160067 0 0 0 David Harris - Start 323 Chief Development Officer 141666 0 5000 0 0 0 0 0 5094 0 151760 0 0 0 Mark Dowd Director of SAFE Cincinnati 143493 0 0 0 0 0 7103 0 0 0 150596 0 0 0 Part I, Line 7 Bonuses based on performance measurements Lindsey Wade Key employee 350 Scholarship Camp Scholarship for Child X 73 14989271 FMV 0 0 1 1 Part I, Line 32b: Hyde Park Wealth Management accepts and sells stock contributions on our behalf through Charles Schwab and Co, Inc. Form 990, Part VI, Section A, line 2 Marc Fisher has a family relationship with Robert (Bobby) Fisher; Tedd Friedman stated that a number of employees, officers and board members are clients of his law firm. Form 990, Part VI, Section B, line 11b The 990 is reviewed by management and the Finance and Administration Committee. A public disclosure copy was subsequently provided to the Board of Directors before filing. Form 990, Part VI, Section B, line 12c Conflict of interest forms are sent out annually; results are compiled and reviewed for any possible disclosures. Form 990, Part VI, Section B, line 15 Every three years, the Executive Committee, which is a board designated committee, reviews and sets the CEO's salary and benefit package. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. Form 990, Part VI, Section C, line 19 The organization's governing documents are available on the Ohio Secretary of State's website. The Code of Regulations is our governing document. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. Form 990, Part XI, line 9: Change in CSV of life insurance 32,647. Gain (loss) on charitable gift annuities 29,126. Change in beneficial interest in trust 341,585. Form 990, Part XII, Line 2c The Finance and Administration Committee oversees the audit and the process has not changed in the current year.