2024-10-02T08:58:53-05:00 2023-12-31 BDO USA 200 PARK AVENUE 38TH FLOOR NEW YORK NY 10166 990 2023-01-01 135562424 ORT AMERICA INC % BOB ADLEMAN CFO ORTA 2125057700 75 MAIDEN LANE Suite 10 NEW YORK NY 10038 ALLISON WEINGER CEO 2125057700 2024-10-02 true true Paul Hammerschmidt P01384178 2128858000 2023 2024-10-15 13:58:12Z ALLISON WEINGER 75 MAIDEN LANE NEW YORK NY 10038 27855547 false X ORTAMERICA.ORG X 1969 NY THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. 29 29 51 150 1489907 1300865 20201699 13511851 0 0 95440 403439 2070334 1583239 22367473 15498529 11211001 10177420 0 0 4288040 4388681 0 0 519060 3344658 3584983 18843699 18151084 3523774 -2652555 32848514 23042184 6961989 6708242 25886525 16333942 X THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES. false false 10627206 10177420 0 ORT AMERICA PROVIDES FINANCIAL SUPPORT TO THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 30 COUNTRIES, BENEFITTING OVER 200K BENEFICIARIES ANNUALLY. THE CUTTING-EDGE EDUCATION ACQUIRED AT ORT SCHOOLS, COLLEGES AND INTERNATIONAL PROGRAMS PROVIDE MARKETABLE SKILLS THAT ENABLE STUDENTS TO ATTAIN SUCCESSFUL CAREERS, BECOME COMMUNITY LEADERS AND LIVE INDEPENDENTLY. AMONG THE RECIPIENTS OF FINANCIAL SUPPORT FROM ORT AMERICA ARE THE ORT PROGRAMS IN THE UNITED STATES, INCLUDING THE JEWISH VOCATIONAL SERVICES CENTER OF DETROIT WHICH HAVE ADULT EDUCATION PROGRAMS ORIENTED TOWARD JOB PLACEMENT IN THEIR CHOSEN FIELD AND THE BARUCH COLLEGE FUND. OVERSEAS PROGRAMS THAT ORT AMERICA PROVIDES FUNDING TO INCLUDE KADIMA MADA (SCIENCE JOURNEY), WHICH IS AN INITIATIVE OF THE GLOBAL ORT PROGRAM THAT FOCUSES ON STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) INSTRUCTION IN COOPERATION WITH THE ISRAEL MINISTRY OF EDUCATION TO ELEVATE SCIENCE AND TECHNOLOGY EDUCATION OF LOW-INCOME ISRAELI MIDDLE AND HIGH SCHOOLS AS A MEANS OF ENHANCING OPPORTUNITIES FOR THE STUDENTS SERVED. ORT'S LATIN AMERICA PROGRAM IS ANOTHER KEY RECIPIENT OF FUNDING, ASSURING THAT JEWISH AND OTHER STUDENTS IN ARGENTINA, MEXICO, URUGUAY, AND OTHER LATIN AMERICAN COUNTRIES RECEIVE A CUTTING-EDGE EDUCATION LEADING TO MEANINGFUL CAREERS. ANOTHER PRIMARY RECIPIENT OF ORT AMERICA FUNDING IS THE ORT PROGRAM IN THE FORMER SOVIET UNION AND BALTIC STATES. OVER ROUGHLY TWENTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING OVER 15,000 STUDENTS ACROSS TEN TIME ZONES. 4477364 0 0 SUPPORT OF THE GLOBAL ORT PROGRAM RELIES ON AN ACTIVE, KNOWLEDGEABLE, AND MOTIVATED LEADERSHIP AND MEMBERSHIP BASE. THIS, IN TURN, NECESSITATES A SUSTAINABLE STRUCTURE FOR OUTREACH, AS WELL AS LEADERSHIP TRAINING AND NEXT GENERATION INITIATIVES. ORT AMERICAS MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMENS AMERICAN ORT. 607494 0 0 COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICAS GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORTS GLOBAL PROGRAMS, AS WELL AS PROMOTING ORTS VALUES, THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD. 15712064 true true false false false false false false false true true true false true true true true false false false true true false false true false false true false true false false false false false false false false true false false false false true false false false true 39 0 true 51 true true true false false false false true true false false false false false false X 29 29 true false false false true true false true true false true true true true true true true true true true false AL AK AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X BOB ADLEMAN CFO 2125057700 75 MAIDEN LANE NEW YORK NY 10038 X BARBARA BIRCH PRESIDENT & CEO 40.0 0.0 X 348680 0 28418 NICOLE MILLER SENIOR DIR., MICHIGAN REGION 40.0 0.0 X 162450 0 21167 JEFFREY COOPER CFO & COO (THRU 7/23) 35.0 5.0 X 164842 0 14357 ALLISON HALPERN DIRECTOR OF OPERATIONS 40.0 0.0 X 145445 0 20289 ROBIN ISAACSON Nat'l Dir, Planned giving 40.0 0.0 X 140100 0 20063 ANNA B STEIN DIRECTOR, NORTHEAST REGION 40.0 0.0 X 138295 0 20141 JAMES M LODGE SENIOR DEVELOPMENT OFFICER 40.0 0.0 X 143952 0 7184 JONATHAN S MILLER CFO (AS OF 7/23) 35.0 5.0 X 99594 0 4912 HOWARD LANZNAR BOARD CHAIR (THRU 10/23) 7.5 0.0 X X 0 0 0 MICHAEL PERLMUTER BOARD CHAIR 7.5 1.0 X X 0 0 0 Louanne Smolin CHAIR OF EXECUTIVE COMMITTEE 5.0 0.0 X X 0 0 0 Mark Adler THRU 1023 EXECOM MEMBER/VP & Assoc Treas 4.0 0.0 X X 0 0 0 Saul Berkowitz EXECOM MEMBER/VP AND TREASURER 4.0 0.0 X X 0 0 0 Gail Lanznar EXECOM MEMBER/VP and Secretary 4.0 0.0 X X 0 0 0 SUELLEN KADIS EXECOM MEMBER/VP 4.0 0.0 X X 0 0 0 Richard Bernstein MEMBER - EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 Austin Center MEMBER - EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 Conrad Giles MEMBER - EXECUTIVE COMMITTEE 1.0 0.0 X 0 0 0 Robert Grey MEMBER - EXECUTIVE COMMITTEE 3.0 0.0 X 0 0 0 Debra Kanter MEMBER - EXECUTIVE COMMITTEE 3.0 0.0 X 0 0 0 Judith Menikoff MEMBER - EXECUTIVE COMMITTEE 4.0 0.0 X 0 0 0 Bubba Urdan MEMBER - EXECUTIVE COMMITTEE 3.0 1.0 X 0 0 0 Andi Wolfe THRU 1023 MEMBER - EXECUTIVE COMMITTEE 0.3 0.0 X 0 0 0 David Eaton BOARD MEMBER 1.0 0.0 X 0 0 0 Eva Lynn Gans BOARD MEMBER 0.3 0.0 X 0 0 0 Susan Goldman BOARD MEMBER 0.3 0.0 X 0 0 0 Roberta Goodman BOARD MEMBER 0.3 0.0 X 0 0 0 Jan Kushner BOARD MEMBER 1.0 0.0 X 0 0 0 Jonathan Lanznar BOARD MEMBER 0.3 0.0 X 0 0 0 JON LEVINE BOARD MEMBER 0.3 0.0 X 0 0 0 KEITH LINCH BOARD MEMBER 0.3 0.0 X 0 0 0 JOSEF LOEFFLER BOARD MEMBER 1.0 0.0 X 0 0 0 GREG MARCUS BOARD MEMBER 0.3 0.0 X 0 0 0 Leandro Margulis BOARD MEMBER 0.3 0.0 X 0 0 0 Justin Pollack BOARD MEMBER 0.3 0.0 X 0 0 0 John Pregulman BOARD MEMBER 0.3 0.0 X 0 0 0 Barbara Ross BOARD MEMBER 0.3 0.0 X 0 0 0 Barbara Siegel BOARD MEMBER 0.3 0.0 X 0 0 0 Lawrence Wolfe BOARD MEMBER 0.3 0.0 X 0 0 0 Lew Zipkin BOARD MEMBER 0.3 0.0 X 0 0 0 1343358 0 136531 14 false true false THEODORA ORINGHER PC 1840 CENTURY PARK EAST SUITE 500 LOS ANGELES CA 90067 LEGAL/ADVISORY 176386 BDO USA 200 PARK AVENUE 38TH FLOOR NEW YORK NY 10166 AUDIT & TAX 104950 2 52417 1109068 167139 12183227 279803 13511851 0 338389 338389 0 1668 1668 0 0 0 11896541 11831491 65050 65050 65050 499557 1109068 525527 -25970 -25970 0 0 0 0 0 0 PARTNERSHIP DEBT FINANCED INCOME (UBTI) 900099 1395482 1489907 -94425 MISCELLANEOUS REVENUE 900099 212059 212059 1607541 15498529 1489907 496771 57500 57500 0 10119920 10119920 0 660803 510443 86183 64177 0 2943637 2273836 383917 285884 93260 72040 12163 9057 391751 302612 51093 38046 299230 231143 39026 29061 0 408158 408158 94565 76080 18485 0 0 66779 66779 245538 189026 45926 10586 0 195953 190822 3832 1299 119201 96433 15014 7754 0 658867 552646 70047 36174 67355 45302 15972 6081 0 267381 203140 52351 11890 0 0 5688 4558 745 385 69870 55995 9150 4725 UNRELATED BUSINESS TAX EXP. 550833 550833 LOCAL REGIONS & CHAPTERS EXP. 528916 528916 EQUIPMENT LEASE EXPENSE 50655 41382 7042 2231 SUPPLIES 24322 19211 4898 213 230902 141059 78346 11497 18151084 15712064 1919960 519060 5850646 3728925 806375 1455158 9273764 897847 0 0 0 0 0 0 0 0 0 0 193556 166259 181671 170265 17362 11406 9083110 10196070 5465086 4689164 0 0 0 0 2158615 1897355 32848514 23042184 730188 764387 1853748 1987500 0 0 0 0 0 0 0 0 0 0 0 0 4378053 3956355 6961989 6708242 X 6371524 6791293 19515001 9542649 25886525 16333942 32848514 23042184 X -2652555 1170930 -8070958 X false true X true false X 13526593 11919845 14088130 20201699 13511851 73248118 0 0 13526593 11919845 14088130 20201699 13511851 73248118 2310843 70937275 149184 167920 140148 203047 340057 1000356 216349 77321 172022 3129829 1300865 4896386 52704 651767 468948 -1088806 117634 202247 79347107 0.89401 0.91132 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13533726 688039 893648 233856 14881557 14387319 130437 -647586 336444 13533726 10797726 103313 547052 180772 11267319 10803224 74760 124112 204370 10797726 10236682 73284 807307 314049 10803224 0.12600 0.34920 0.52480 false true true 50973 46342 4631 128648 121873 6775 2050 2050 0 11406 TREASURY BONDS 3854139 F POOLED INVESTMENT FUNDS 203426 F STATE OF ISRAEL BONDS 33800 F INVST. IN LIFE INSUR. CONTRACT 6714 F TRUST FUND 332461 F ALTERNATIVE INVESTMENT 258624 F 4689164 RIGHT-OF-USE ASSET 1322620 INVESTMENTS IN R/E PARTNERSHIP 322787 SECURITY DEPOSIT 112873 DUE FROM AFFILIATES 139075 1897355 0 SPLIT-INTEREST AGREEMENT OBLIGATIONS 1457133 ACCRUED PENSION PAYABLE 667872 ACCRUED POSTRETIREMENT BENEFIT COSTS 283796 EMPLOYEES' SEVERANCE PAYABLE 56526 OPERATING LEASE LIABILITY 1491028 3956355 X 16471722 1170930 -130958 1039972 15431750 66779 66779 15498529 18084305 18084305 66779 66779 18151084 PART V, COLUMN (B): BEGINNING OF YEAR ENDOWMENT FUND BALANCE AT JANUARY 1, 2022 WAS RESTATED TO INCLUDE A REIMBURSEMENT OF UNAUTHORIZED WITHDRAWALS IN THE AMOUNT OF $3,120,000 AT DECEMBER 31, 2021. PART V, LINE 4: THE ORGANIZATION ENDOWMENT FUNDS ARE FOR EDUCATION ASSISTANCE AND SCHOLARSHIPS. THE INCOME EARNED ON THE ENDOWMENTS IS AVAILABLE TO SUPPORT GENERAL OPERATIONS AND EDUCATIONAL PROGRAMS. PART X, LINE 2: Under GAAP, an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination. ORT America, Inc. does not believe it has taken any materially uncertain tax positions, and accordingly, it has not recorded any liability for unrecognized tax benefits. The organization has filed and received income tax exemptions in the jurisdictions where it is required to do so. For the year ended December 31, 2023, there were no interest or penalties recorded or included in the statements of activities. The organization is subject to routine audits by a taxing authority. As of December 31, 2023, the organization was not subject to any examination by a taxing authority. PART XI, LINE 2D: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS.........$(130,958) true Europe (Including Iceland and Greenland) 0 0 Grantmaking 5291066 Middle East and North Africa 0 0 Grantmaking 3960621 Russia and the Newly Independent States 0 0 Grantmaking 721235 South America 0 0 Grantmaking 141998 North America 0 0 Grantmaking 5000 0 0 0 0 10119920 10119920 Europe (Including Iceland and Greenland) financial 5291066 wire Middle East and North Africa financial 3960621 wire Russia and the Newly Independent States financial 721235 wire South America financial 141998 wire 4 true false false false false false PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS OVERSEAS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE FOREIGN ENTITY AND REVIEWED. summer auction 941974 571862 370112 201928 art auction 169919 141855 28064 108983 7 496732 395351 101381 214616 1608625 1109068 499557 525527 525527 -25970 true Hermelin ORT Resource Center JVS 6600 W Maple RD W Bloom Twnsp MI 48322 381358013 501(C)(3) 35000 scholarship/ BARUCH COLLEGE FUND 55 lexington avenue new york NY 10010 237039817 501(C)(3) 22500 scholarship/ 2 PART I, LINE 2: THE ENTITIES THAT RECEIVE GRANTS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE ENTITY AND REVIEWED. X X false false false false false false false true false BARBARA BIRCH PRESIDENT & CEO 313680 0 35000 0 0 0 14000 0 14418 0 377098 0 0 0 JEFFREY COOPER CFO & COO (THRU 7/23) 141842 0 23000 0 0 0 5923 0 8434 0 179199 0 0 0 NICOLE MILLER SENIOR DIR., MICHIGAN REGION 161550 0 0 0 900 0 6653 0 14514 0 183617 0 0 0 JAMES M LODGE SENIOR DEVELOPMENT OFFICER 143952 0 0 0 0 0 5806 0 1378 0 151136 0 0 0 ALLISON HALPERN DIRECTOR OF OPERATIONS 145445 0 0 0 0 0 5871 0 14418 0 165734 0 0 0 ROBIN ISAACSON Nat'l Dir, Planned giving 140100 0 0 0 0 0 5645 0 14418 0 160163 0 0 0 ANNA B STEIN DIRECTOR, NORTHEAST REGION 138295 0 0 0 0 0 5723 0 14418 0 158436 0 0 0 PART I, LINE 7: SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. X 18 279803 MARKET QUOTATION false false false PART I, COLUMN (B): THE NUMERICAL DATA HERE REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2: HOWARD LANZNAR AND GAIL LANZNAR ARE HUSBAND AND WIFE, AND JONATHAN LANZNAR IS THEIR SON; BUBBA URDAN AND NICOLE MILLER ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6: THE QUALIFICATIONS FOR MEMBERSHIP ARE AS FOLLOWS: ANY PERSON WHO SUBSCRIBES TO THE PURPOSES OF ORT AMERICA AND PAYS ANNUAL DUES OR MAKES A CONTRIBUTION EQUAL TO OR GREATER THAN THE ANNUAL DUES AMOUNT SHALL BE DEEMED A MEMBER. A PERSON MAY ACQUIRE MEMBERSHIP THROUGH A CHAPTER OR OTHER UNIT OF ORGANIZATION OF ORT AMERICA, BE A MEMBER-AT-LARGE OR A LIFE MEMBER OR HAVE SUCH OTHER STATUS AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A: EVERY THREE YEARS AT THE ANNUAL MEETING THERE WILL BE AN ELECTION OF OFFICERS AND BOARD MEMBERS AT THE MEETING OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE. MEMBERS SHALL NOT BE ENTITLED TO VOTE BY PROXY AT ANY MEETING OF THE MEMBERS, THERE SHALL BE PRESENT 100 MEMBERS OR 10% OF THE TOTAL NUMBER OF MEMBERS, WHICHEVER IS LESS, IN ORDER TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 WAS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: THE POLICY CALLS FOR THE CHIEF EXECUTIVE OFFICER OF ORT AMERICA, INC. AND THE CHAIR OF THE AUDIT COMMITTEE TO COLLECT AND REVIEW THE STATEMENTS AND ANNUALLY SUBMIT TO THE AUDIT COMMITTEE A REPORT LISTING THE CONFLICT OF INTEREST DISCLOSED ON THE STATEMENTS AND THE ACTIONS, IF ANY, TAKEN BY ORT AMERICA IN RESPONSE. ALL INDIVIDUALS CONSIDERED TO BE KEY INDIVIDUALS MUST COMPLETE AND SIGN OFF ON THE POLICY. KEY INDIVIDUALS ARE COLLECTIVELY DEFINED AS OFFICERS AND DIRECTORS OF THE BOARD, ALL OTHER KEY VOLUNTEERS IN REGIONS AND CHAPTERS, AND KEY EMPLOYEES IN THE NATIONAL AND REGIONAL OFFICES. THE POLICY ALSO CALLS FOR KEY INDIVIDUALS AT MEETINGS WHERE THERE WILL BE DELIBERATION OR VOTING TO FULLY DISCLOSE ANY CONFLICT TO THE PERSON CHAIRING THE MEETING. FAILURE TO COMPLY WITH THE POLICY IS GROUNDS FOR REMOVAL FROM OFFICE. ANY POTENTIAL CONFLICTS ARE RAISED TO THE APPROPRIATE INDIVIDUALS. THOSE WHICH ARE RAISED TO THE CEO WILL THEN BE INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15: IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION, THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKE ITS FORM 990 AVAILABLE ON ITS WEBSITE AND TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON ITS WEBSITE AND TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: RE-DESIGNATION OF RESTRICTED CONTRIBUTIONS.........$(7,940,000) CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS......................................$ (130,958) TOTAL..............................................$(8,070,958) WOMEN'S AMERICAN ORT FOUNDATION 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 366161357 RAISE FUNDS NY 501(C)(3) 12A NA false false false true true false false false false false false false true true true true false true true true