2025-05-14T12:32:05-05:00 2024-06-30 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990 2023-07-01 521332694 BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE BEND 2122132113 266 W 37TH ST SUITE 803 NEW YORK NY 10018 JAMIE BERAN CEO 2122132113 2025-05-14 1 0 ROBERT J MCNAMEE CPA P01428150 2158874425 2025-05-14 2023 2025-03-06 01:10:19Z X 4336998 0 X WWW.JEWISHPARTNERSHIP.US X 1984 NY TO DEEPLY ENGAGE JEWS IN SUSTAINED ACTION THAT MANIFESTS OUR TRADITION OF WORKING TO HEAL AND REPAIR THE WORLD AND TO CREATE A POWERFUL, WIDELY RECOGNIZED JEWISH VOICE CHAMPIONING EQUALITY AND JUSTICE FOR DISENFRANCHISED RESIDENTS OF OUR NATION. 11 11 77 500 0 0 3196711 3090358 900314 839988 180806 280402 120816 126250 4398647 4336998 2000000 1000000 0 0 2036050 2433276 0 0 508521 994923 654166 5030973 4087442 -632326 249556 19527790 20225413 13310054 13492268 6217736 6733145 TO DEEPLY ENGAGE JEWS IN SUSTAINED ACTION THAT MANIFESTS OUR TRADITION OF WORKING TO HEAL AND REPAIR THE WORLD AND TO CREATE A POWERFUL, WIDELY RECOGNIZED JEWISH VOICE CHAMPIONING EQUALITY AND JUSTICE FOR DISENFRANCHISED RESIDENTS OF OUR NATION. 0 0 2736262 1000000 839988 TO ADVOCATE AND CAMPAIGN FOR VARIOUS SOCIAL JUSTICE ISSUES BY WORKING IN SOLIDARITY AND IN PARTNERSHIP WITH COMMUNITIES WHO ARE DIRECTLY IMPACTED BY INJUSTICE. 467522 TO TRAIN THE NEXT GENERATION OF JEWISH LEADERS TO ORGANIZE AND SHOW UP IN SOLIDARITY WITH EACH AND EVERY COMMUNITY AT RISK. 3203784 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 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 0 0 1 0 0 0 1 108 0 77 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY CA X X TONDA CASE 2122132113 266 W 37TH ST SUITE 803 NEW YORK NY 10018 DEBORAH GOLDSTEIN TREASURER 1.00 0.00 X 0 0 0 REBECCA FOX SECRETARY 1.00 0.00 X 0 0 0 GINNA GREEN CHAIR 1.00 0.00 X 0 0 0 MARY ELLEN GROSSMAN BOARD MEMBER 1.00 0.00 X 0 0 0 LIANA KRUPP BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREA HAILEY BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID LUBENSKY VICE CHAIR 1.00 0.00 X 0 0 0 RABBI KENDALL PINKNEY BOARD MEMBER 1.00 0.00 X 0 0 0 BRYCE BARROS BOARD MEMBER 1.00 0.00 X 0 0 0 AARON SAMUELS BOARD MEMBER 1.00 0.00 X 0 0 0 RABBI SUSAN GOLDBERG BOARD MEMBER 1.00 0.00 X 0 0 0 JAMIE BERAN CEO 40.00 0.00 X 206199 0 0 TONDA CASE CHIEF PEOPLE & COO 40.00 0.00 X 0 0 0 HEIDI HESS CHIEF STRATEGY OFFICER 40.00 0.00 X 129363 0 28154 RACHEL LAFOREST CHIEF PROGRAM OFFICER 40.00 0.00 X 138673 0 0 MCGUIRE C LAMBERT CO-DIRECTOR OF DEVELOPMENT 40.00 0.00 X 113359 0 18687 CAROLYN S STERNS JEREMIAH FELLOWSHIP NATIONAL DIRECTOR 40.00 0.00 X 108365 0 11015 ANJULI RACHEL KRONHEIM KATZ ORGANIZING DIRECTOR 40.00 0.00 X 106007 0 18271 801966 0 76127 6 0 1 0 0 3090358 3090358 FEES 541900 839988 839988 839988 280402 280402 126000 0 126000 126000 126000 HONORARIUM FEES 812900 250 250 250 4336998 965988 0 280652 1000000 1000000 272000 202650 25262 44088 1658716 1235806 154051 268859 11506 8572 1069 1865 3820 2846 355 619 487234 363007 45252 78975 49461 14585 32316 2560 25600 7549 16726 1325 34412 10147 22484 1781 11193 5567 4630 996 5659 5659 11807 8075 1659 2073 99258 72310 14453 12495 66338 51145 7932 7261 39347 23629 827 14891 11598 9668 1930 19028 14180 2600 2248 32696 23819 4761 4116 CONSULTING 149097 93931 16401 38765 STAFF TRAINING 48001 31995 5462 10544 MISCELLANEOUS 20627 2063 8245 10319 TELECOMMUNICATIONS 19800 14256 2970 2574 10244 2325 7682 237 4087442 3203784 375137 508521 10716094 11618769 426895 100000 1636274 1538473 47726 63610 348868 324661 31095 24207 6287518 6749525 382188 130829 19527790 20225413 260541 194740 13049513 13297528 13310054 13492268 X 3761915 4644656 2455821 2088489 6217736 6733145 19527790 20225413 249556 265853 0 X 0 1 X 1 0 X 5364561 5579130 4256606 3196711 3090358 21487366 631829 373184 805667 900314 839988 3550982 75181 68705 5325 816 250 150277 6071571 6021019 5067598 4097841 3930596 25188625 153900 250468 125000 529368 0 153900 250468 125000 529368 24659257 6752 1243 20122 180806 280402 489325 6752 1243 20122 180806 280402 489325 6078323 6022262 5087720 4278647 4210998 25677950 0.96030 0.96420 0.01910 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81025 23378 104403 3948627 4053030 352652 88163 0 0 453504 416929 399862 352652 1622947 2434421 179876 159888 141430 104403 585597 113376 104232 99966 88163 405737 608606 109172 99131 90073 81025 379401 1284494 148328 13336 1419486 120262 86785 42553 1284494 1431645 150801 40581 1240262 1220925 247965 37245 1431645 1173894 79694 32663 1220925 1.00000 0 0 348868 324661 24207 24207 MANAGED PROJECTS 13229792 OPERATING LEASE LIBILITIES 67736 13297528 X 4568439 265853 265853 4302586 34412 34412 4336998 4053030 0 4053030 34412 34412 4087442 PART X, LINE 2: BTA-JPJ IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. BTA-JPJ HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. BTA-JPJ HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 BEND THE ARC - JEWISH ACTION 266 W 37TH STREET SUITE 803 NEW YORK NY 10018 460539726 1000000 0 SOCIAL JUSTICE 0 0 0 0 0 0 0 0 0 JAMIE BERAN CEO 206199 0 0 0 0 0 0 0 0 0 206199 0 0 0 HEIDI HESS CHIEF STRATEGY OFFICER 129363 0 0 0 0 0 0 0 28154 0 157517 0 0 0 FORM 990, PART IV, LINE 34 IN THE INTEREST OF TRANSPARENCY, BEND THE ARC: A JEWISH PARTNERSHIP FOR JUSTICE (BTA-JPJ) HAS CHOSEN TO DISCLOSE ITS RELATIONSHIP WITH BEND THE ARC JEWISH ACTION AS A RELATED ORGANIZATION, EVEN THOUGH THE RELATIONSHIP DOES NOT MEET THE SPECIFIC TEST FOR A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD AND THEN BY ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT PROVIDES DISCIPLINARY MEASURES FOR ANY VIOLATIONS OF THE WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES MANAGEMENT SALARIES. THE CEO AND CHAIR OF BOARD REVIEW SALARY OF SENIOR MANAGEMENT TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE EXTENT REQUIRED BY LAW. BEND THE ARC JEWISH ACTION INC 266 W 37TH STREET SUITE 803 NEW YORK NY 10018 460539726 ADVOCATE NY 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BEND THE ARC - JEWISH ACTION INC Q 1538473 FAIR VALUE BEND THE ARC - JEWISH ACTION INC B 1000000 FAIR VALUE