2025-03-17T18:07:28-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990 2024-01-01 131624104 JEWISH COUNCIL FOR PUBLIC AFFAIRS INC JEWI 2126846950 25 BROADWAY 1700 NEW YORK NY 10004 AMY SPITALNICK CHIEF EXECUTIVE OFFICER 2126846950 2025-03-08 1 1 BRIDGET HARTNETT P01429163 9739949494 2025-03-08 2023 2025-03-06 01:10:19Z AMY SPITALNICK 25 BROADWAY 1700 NEW YORK NY 10004 2102522 0 X WWW.JEWISHPUBLICAFFAIRS.ORG X 1944 NY JCPA ENVISIONS AN AMERICA THAT CELEBRATES ITS FULL DIVERSITY, REJECTS HATE, BIGOTRY AND INJUSTICE, AND PROTECTS ITS DEMOCRACY, AND AN AMERICAN JEWISH COMMUNITY FULLY ENGAGED IN PURSUIT OF THESE IDEALS. X 22 22 0 200 0 0 2989843 1893148 430526 208943 640 431 0 0 3421009 2102522 0 2255813 0 0 2291573 1382281 0 0 153919 533295 476233 2824868 4114327 596141 -2011805 3080963 2144890 42890 1118622 3038073 1026268 X THE MISSION OF THE JEWISH COUNCIL FOR PUBLIC AFFAIRS (JCPA) IS TO STRENGTHEN AND LEVERAGE THE JEWISH COMMUNITY RELATIONS NETWORK ACROSS THE NATION TO CHAMPION A JUST, DEMOCRATIC AND PLURALISTIC SOCIETY AND ADVANCE THE RIGHT OF FULL INCLUSION OF ALL MEMBERS OF OUR SOCIETY, INCLUDING JEWS, FREE OF DISCRIMINATION HATE AND PREJUDICE.INSPIRED BY JEWISH VALUES OF HUMAN DIGNITY AND EQUAL JUSTICE UNDER THE LAW AND AN ABIDING COMMITMENT TO VIBRANT AND SECURE JEWISH COMMUNITIES HERE, ISRAEL AND THROUGHOUT THE WORLD, JCPA CONVENES AND CATALYZES ITS NETWORK TO WORK WITH PUBLIC OFFICIALS AND BUILD DEEP RELATIONS AND ENGAGE IN ADVOCACY COALITIONS BASED ON SHARED GOALS WITH OTHER CIVIC, RACIAL, ETHNIC AND FAITH-BASED LEADERS. 0 1 1121908 STRATEGIC COMMUNITY RELATIONS SERVICES FOCUSED ON STRENGTHENING THE COMMUNITY RELATIONS NETWORK THROUGH DEDICATED SUPPORT FOR JCRC PROFESSIONALS AND LEADERS, AS WELL AS OTHER KEY LOCAL JEWISH COMMUNAL PARTNERS. THIS INCLUDES PROFESSIONAL DEVELOPMENT, TOOLKITS AND OTHER SHARING OF BEST PRACTICES; ADVOCACY AND COMMUNICATIONS OPPORTUNITIES AND RESOURCES; CONVENINGS ON SHARED CHALLENGES AND OPPORTUNITIES; EFFORTS TO DIVERSIFY THE FIELD AND ITS PARTNERS; AND A FOCUS ON IDENTIFYING AND SCALING LOCAL SUCCESSES.ISSUES-BASED ADVOCACY THROUGH JCPA'S TWO ACTION NETWORKS FOCUSED ON PROTECTING DEMOCRACY AND COUNTERING HATE & BIGOTRY, AS WELL AS THROUGH OTHER CHANNELS. JCPA ADVANCES CROSS-COMMUNITY RELATIONS AND KEY ADVOCACY PRIORITIES ON THE NATIONAL AND LOCAL LEVELS BY MOBILIZING THE JEWISH COMMUNITY AND OUR PARTNERS ROOTED IN THE RECOGNITION THAT COUNTERING ANTISEMITISM IS INHERENT TO PROTECTING DEMOCRACY, AND PROTECTING DEMOCRACY IS INHERENT TO JEWISH SAFETY.PUBLIC AFFAIRS, COMMUNICATIONS, AND TREND ANALYSIS PROVIDING RESEARCH-DRIVEN MESSAGE GUIDANCE AND OTHER TOOLS TO JCRCS AND OTHER PARTNERS ON PRIORITY ISSUES, INCLUDING ON ANTISEMITISM AND THE INEXTRICABLE LINK BETWEEN JEWISH SAFETY, THE SAFETY OF ALL COMMUNITIES, AND OUR DEMOCRACY. 2255813 2255813 208943 IN THE FACE OF IMMENSE SOCIETAL DIVISION, RESETTING THE TABLE (RTT) EQUIPS LEADERS AND COMMUNITIES WITH TOOLS TO ADDRESS ENTRENCHED POLITICAL DIVISIONS IN PUBLIC AND COMMUNAL LIFE. THROUGH RIGOROUS TRAINING, COURAGEOUS DIALOGUE, AND DEPOLARIZING MEDIA CONTENT, RTT ENABLES AMERICANS TO TRANSFORM POLITICAL DISAGREEMENT INTO A SOURCE OF STRENGTHENED RELATIONSHIP, CREATIVE PROBLEM-SOLVING, AND COLLECTIVE INSIGHT. RTT'S CORE ACTIVITIES INCLUDE: TRAIN AND EDUCATE: RTT TRAINS FAITH LEADERS, ENTERTAINMENT INDUSTRY PROFESSIONALS, JOURNALISTS, AND OTHER COMMUNITY LEADERS AND INFLUENCERS, EQUIPPING THEM TO FACILITATE AND CONVENE CONSTRUCTIVE COMMUNICATION ACROSS DIFFERENCES AND/OR PRODUCE NEW NARRATIVES FOSTERING EMPATHY, NORMS, AND HOPE FOR HEALTHY ENGAGEMENT ACROSS DIVIDES. CONVENE AND FACILITATE: RTT DESIGNS AND FACILITATES CAREFULLY CURATED FORUMS, OFFERING OPPORTUNITIES FOR COURAGEOUS, PRODUCTIVE DISCUSSION AND LEARNING ON CONTENTIOUS ISSUES. CREATE AND DISTRIBUTE: RTT PRODUCES FILMS AND OTHER CONTENT THAT ADVANCES MUTUAL RECOGNITION AND EMPATHY ACROSS POLITICAL AND GEOGRAPHIC DIVIDES. 3377721 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X BETSEY EPSTEIN 2126846950 25 BROADWAY SUITE 1700 NEW YORK NY 10004 DAVID STEIRMAN TREASURER 2.00 X X 0 0 0 KAREN KASNER MEMBER 2.00 X X 0 0 0 SUSAN ABRAVANEL MEMBER 2.00 X 0 0 0 LESLIE DANNIN ROSENTHAL CHAIR 10.00 X X 0 0 0 JONATHAN ELLIS MEMBER 2.00 X 0 0 0 LESLIE KIRBY MEMBER 2.00 X 0 0 0 MAGDA SCHALER-HAYNES MEMBER 2.00 X 0 0 0 LESLIE ANDERSON MEMBER 2.00 X 0 0 0 DAVID BOHM IMMEDIATE PAST CHAIR 2.00 X 0 0 0 STACY BURDETT MEMBER 2.00 X 0 0 0 ARLENE FICKLER MEMBER 2.00 X 0 0 0 DEBORAH GOLDMAN MEMBER 2.00 X 0 0 0 JOSH SAYLES MEMBER 2.00 X 0 0 0 TYLER GREGORY MEMBER 2.00 X 0 0 0 JORDANA HORN MEMBER 2.00 X 0 0 0 KIYOMI KOWALSKI MEMBER 2.00 X 0 0 0 SHAWN LANDRES MEMBER 2.00 X 0 0 0 DEBORAH PRICE MEMBER 2.00 X 0 0 0 COREY SHAPIRO VICE-CHAIR 2.00 X 0 0 0 JUDY SMITH MEMBER 2.00 X 0 0 0 WALTER SPIEGAL MEMBER 2.00 X 0 0 0 BRUCE TURNBULL MEMBER 2.00 X 0 0 0 BETSEY EPSTEIN CFO 40.00 X 65000 0 9152 AMY SPITALNICK CEO 40.00 X 137500 0 14265 KAREN ELAM COO 40.00 X 87500 0 17427 290000 0 40844 1 0 1 0 0 149780 10000 1733368 1893148 PLENUM AND MEETINGS 711190 208943 208943 208943 431 431 2102522 208943 0 431 2255813 2255813 330845 205122 89330 36393 850375 527232 229601 93542 30814 19106 8319 3389 72944 45226 19694 8024 97303 60328 26272 10703 13125 13125 299571 158116 141455 11833 7336 3195 1302 4719 4719 54267 47679 6588 73149 44281 28868 1008 625 272 111 MEMBERSHIP DUES AND SUB 8700 8700 MISCELLANEOUS 5725 4293 1432 COMMUNICATIONS 4136 2564 1117 455 4114327 3377721 582687 153919 264 3001145 2140125 9894 4 65391 1500 17164 13903 4269 3261 3080963 2144890 35390 62809 7500 0 1055813 42890 1118622 X 868989 889010 2169084 137258 3038073 1026268 3080963 2144890 -2011805 0 X X 0 1 X 1 0 X 2411597 2481723 2184538 2695408 4882991 14656257 2411597 2481723 2184538 2695408 4882991 14656257 3666668 10989589 79 430 381 583 1071 2544 501 5788 131 6420 14665221 2187612 0.74940 0.78530 X PART VI, LINE 1 THE ORGANIZATION IS FILING A SHORT YEAR RETURN FOR THE CURRENT TAX YEAR. THIS IS DUE TO A CHANGE IN THE ORGANIZATION'S ACCOUNTING PERIOD. THE SHORT YEAR COVERS THE PERIOD FROM JANUARY 1, 2024, TO JUNE 30, 2024. DURING THIS PERIOD, THE ORGANIZATION CONTINUED TO OPERATE AND FULFILL ITS MISSION, BUT THE CHANGE IN THE ACCOUNTING PERIOD NECESSITATED THE FILING OF A SHORT YEAR RETURN. ALL FINANCIAL AND OPERATIONAL ACTIVITIES REPORTED IN THIS RETURN ACCURATELY REFLECT THE ORGANIZATION'S ACTIVITIES DURING THIS SHORTENED PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17164 13903 3261 3261 DUE TO RESETTING THE TABLE 1055813 1055813 X 2102522 0 2102522 0 2102522 4114327 0 4114327 0 4114327 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT LIABLE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED DURING THE PERIOD ENDED JANUARY 1, 2024, TO JUNE 30, 2024, AND DECEMBER 31, 2023. AT JUNE 30, 2024 AND DECEMBER 31, 2023, THERE WERE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. 0 RESETTING THE TABLE 922828570 2255813 0 FMV REMAINING GRANT FUNDING TO TERMINATE FISCAL SPONSORSHIP X X X 0 0 0 0 0 0 0 0 0 AMY SPITALNICK CEO 137500 0 0 0 0 0 4125 0 10140 0 151765 0 0 0 PAID RESETTING THE TABLE $1,200,000 UPON TERMINATION OF THE FISCAL SPONSORSHIP. 1200000 0 0 0 0 FORM 990, PART III, LINE 3 DURING THE SIX-MONTH PERIOD ENDING JUNE 30, 2024, JEWISH COUNCIL FOR PUBLIC AFFAIRS TERMINATED THEIR FISCAL SPONSORSHIP AGREEMENT WITH RESETTING THE TABLE ("RTT"), AN ORGANIZATION THAT PROVIDED PROGRAMS AIMED TO TRAIN FACILITATORS, CONVENERS, AND CONSULTANTS TO BUILD A FIELD OF PRACTITIONERS WITH EXPERTISE TO SUPPORT CROSS-CONFLICT COMMUNICATION ON ISRAEL WITHIN THE AMERICAN JEWISH COMMUNITY. AS A RESULT OF THE TERMINATION JCPA GRANTED THE REMAINING FUNDS TO RTT IN THE AMOUNT OF $2,255,813. JCPA PAID RTT $1,200,000 AND THE REMAINING BALANCE OF $1,055,813 IS RECORDED AS DUE TO RTT ON THE STATEMENT OF FINANCIAL POSITION AT JUNE 30, 2024. THE REMAINING BALANCE WILL BE PAID IN FULL DURING THE FISCAL YEAR 2025. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND THE CHIEF OPERATING OFFICER REVIEW THE 990. IT IS THEN REVIEWED BY THE JCPA FINANCE COMMITTEE. A DRAFT OF THE 990 IS ALSO SENT TO THE FULL BOARD FOR REVIEW. IF THERE ARE ANY QUESTIONS THEY ARE DIRECTED TO THE TAX PREPARERS. FORM 990, PART VI, SECTION B, LINE 12C 1. DUTY TO DISCLOSE:IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AAND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE JCPA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE JCPA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE PRESIDENT, CEO, AND CHEIF FINANCIAL OFFICER CLOSELY MONITOR ALL CONTRACTS AND EXPENSES TO ENSURE THEY ARE FREE FROM POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE JCPA PERSONNEL COMMITTEE DETERMINES CEO OFFICER COMPENSATION, WHICH IS THEN SUBMITTED FOR REVIEW AND APPROVAL TO THE FULL BOARD. TO DETERMINE COMPENSATION, THE COMPENSATION COMMITTEE UTILIZES FORM 990S OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND A WRITTEN EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990S AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.