2025-04-30T15:34:24-05:00 2024-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2023-07-01 201123519 JEWISH FEDERATION OF OMAHA FOUNDATION JEWI 4023346498 333 S 132ND ST OMAHA NE 68154 AMY BERNSTEIN SHIVVERS EXECUTIVE DIRECTOR 4023346498 2025-04-30 1 1 WENDY R COOLEY CPA P01523804 4023302660 2025-04-03 2023 2025-03-06 01:10:19Z AMY BERNSTEIN SHIVVERS 333 S 132ND ST OMAHA NE 68154 21560944 0 X WWW.JFOFOUNDATION.ORG X 2004 NE TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA. 18 18 0 22 48002 8563 8373281 10993322 0 0 4159035 5792456 49441 57568 12581757 16843346 7111763 18576196 0 0 0 0 0 0 665190 707791 678686 7819554 19254882 4762203 -2411536 125124294 130842917 13711608 15148561 111412686 115694356 TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA. 0 0 18578748 18576196 57568 JEWISH FEDERATION OF OMAHA FOUNDATION'S PURPOSE IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA, INC. AND OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES WHICH ARE DESCRIBED IN IRC SECTIONS 501(C)3 AND WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR FOUNDATION. 18578748 1 1 0 0 0 1 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X RICHARD GOEDEKEN 4023346434 333 SOUTH 132ND STREET OMAHA NE 68154 BOB BELGRADE PRESIDENT 3.00 3.00 X X 0 0 0 DAVID GILINSKY PAST PRESIDENT 1.00 0.00 X X 0 0 0 DONALD GOLDSTEIN SECRETARY 1.00 0.00 X X 0 0 0 ANDREW ROBINSON TREASURER 1.00 0.00 X X 0 0 0 STEVEN BLOCH DIRECTOR 1.00 0.00 X 0 0 0 PAUL EPSTEIN DIRECTOR 1.00 0.00 X 0 0 0 TED FRIEDLAND DIRECTOR 1.00 0.00 X 0 0 0 KIP GORDMAN DIRECTOR 1.00 0.00 X 0 0 0 HOWARD KOOPER DIRECTOR 1.00 0.00 X 0 0 0 MURRAY H NEWMAN DIRECTOR 1.00 0.00 X 0 0 0 STEVEN NOGG DIRECTOR 1.00 0.00 X 0 0 0 SUSAN NORTON DIRECTOR 1.00 0.00 X 0 0 0 CARL RIEKES DIRECTOR 1.00 0.00 X 0 0 0 STACEY ERMAN ROCKMAN DIRECTOR 1.00 3.00 X 0 0 0 MICHAEL ABRAMSON DIRECTOR 1.00 0.00 X 0 0 0 JAY GORDMAN DIRECTOR 1.00 0.00 X 0 0 0 TROY MEYERSON DIRECTOR 1.00 0.00 X 0 0 0 LOURI SULLIVAN DIRECTOR 1.00 0.00 X 0 0 0 AMY BERNSTEIN SHIVVERS FOUNDATION DIRECTOR 40.00 0.00 X 0 174188 1064 0 174188 1064 0 0 1 0 0 1221347 9771975 5297099 10993322 2348772 48002 2300770 8161282 4717598 3443684 3443684 3443684 FUND FEES 561000 57568 57568 57568 16843346 57568 48002 5744454 18512496 18512496 63700 63700 10025 10025 10944 10944 11220 11220 5977 5977 14421 134 14287 9408 9408 25669 25669 736 292 444 214 214 REIMBURSEMENT - SALARIE 418017 418017 REIMBURSEMENT - PAYROLL 31180 31180 REIMBURSEMENT - BENEFIT 25222 25222 115653 2126 113527 19254882 18578748 10944 665190 11071 1212 2003370 1539899 1055682 1095145 89158652 95342583 32781705 32789604 101954 51954 11860 22520 125124294 130842917 224105 395845 13388934 14752716 98569 0 13711608 15148561 X 76488601 81074387 34924085 34619969 111412686 115694356 125124294 130842917 -2411536 6693206 0 X X 0 1 X 1 0 X X 1 JEWISH FED OF OMAHA INC 470384659 7 1 1221347 0 1 1221347 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: SUPPORT IS ALSO PROVIDED TO OTHER 501(C)(3) ORGANIZATIONS OF WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 416 8933919 7069622 35727566 1 1 0 1 X 37582759 1215098 4298022 1684119 41411760 34412457 1541371 2868251 1239320 37582759 36930546 3022938 -4170449 1370578 34412457 30304342 1021463 6810896 1206155 36930546 29281008 1277265 764421 1018352 30304342 0.20610 0.79390 0.00000 0 0 0 CHARITABLE REMAINDER TRUST 747297 F CASH SURRENDER VALUE OF LIFE INSURANCE 375599 F JEWISH FEDERATION OF METRO CHICAGO PEP INT 29183014 F CLOSED CRT ASSETS - IVES 2483694 F 32789604 X PART IV, LINE 2B: THE FOUNDATION HOLDS ASSETS IN TRUST FOR VARIOUS ORGANIZATIONS IN A FIDUCIARY CAPACITY. THE FOUNDATION MANAGES THE ASSETS AND CAN ONLY MAKE DISTRIBUTIONS AT THE REQUEST OF THE OWNERS. THE ASSETS ARE INCLUDED IN INVESTMENTS AND LIABILITIES IN CUSTODIAL FUNDS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: ENDOWMENT FUNDS HELD BY THE JEWISH FEDERATION OF OMAHA FOUNDATION ARE USED TO SUPPORT PROGRAMS MANAGED BY THE JEWISH FEDERATION OF OMAHA INCLUDING SCHOLARSHIPS, EDUCATION ACTIVITIES, AND OTHER PROGRAM EXPENSES. PART X, LINE 2: THE FEDERATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE FEDERATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE FEDERATION WOULD RECOGNIZE INTEREST AND PENALTIES WHEN INCURRED. AT JUNE 30, 2024 AND 2023 THE FEDERATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. 1 A WAY OUT PO BOX 10825 ASPEN CO 81612 461809899 501(C)(3) 10000 0 GENERAL SUPPORT AM YISRAEL FOUNDATION INC 11 FERNWOOD DR FAIR LAWN NJ 07410 460664089 501(C)(3) 100000 0 GENERAL SUPPORT AMERICAN FRIENDS OF BEIT RUTH INC 2 JERICHO PLAZA SUITE 111-WING A JERICHO NY 11753 455626260 501(C)(3) 21500 0 GENERAL SUPPORT AMERICAN FRIENDS OF LEMA AN ACHAI PO BOX 532 OCEANSIDE NY 115720532 201614684 501(C)(3) 100000 0 GENERAL SUPPORT AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 WEST 36TH ST SUITE 1100 NEW YORK NY 100189784 131790719 501(C)(3) 12500 0 GENERAL SUPPORT AMERICAN FRIENDS OF NER YAAKOV INC 207 ROCKAWAY TURNPIKE LAWRENCE NY 11559 521577399 501(C)(3) 30000 0 GENERAL SUPPORT AMERICAN MIDWEST BALLET 1001 SOUTH 6TH STREET COUNCIL BLUFFS IA 51501 271093011 501(C)(3) 27500 0 GENERAL SUPPORT AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 530196605 501(C)(3) 20000 0 GENERAL SUPPORT AMERICANS FOR BEN GURION UNIVERSITY INC 1001 AVENUE OF THE AMERICAS 19TH FLOOR NEW YORK NY 10018 237270753 501(C)(3) 10000 0 GENERAL SUPPORT ANTI DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 131818723 501(C)(3) 9210 0 GENERAL SUPPORT BETH EL SYNAGOGUE 14506 CALIFORNIA STREET OMAHA NE 68154 470388140 501(C)(3) 243144 0 GENERAL SUPPORT BETH ISRAEL SYNAGOGUE 12604 PACIFIC STREET OMAHA NE 68154 470388010 501(C)(3) 66786 0 GENERAL SUPPORT BNAI ISRAEL SYNAGOGUE 618 MYNSTER STREET COUNCIL BLUFFS IA 51503 421249804 501(C)(3) 68486 0 GENERAL SUPPORT BNAI JESHURUN 2061 S 20TH STREET LINCOLN NE 68502 470498915 501(C)(3) 6000 0 GENERAL SUPPORT BOYS & GIRLS CLUBS OF THE MIDLANDS 2610 HAMILTON STREET OMAHA NE 68131 470467350 501(C)(3) 7500 0 GENERAL SUPPORT CENTRAL HIGH SCHOOL FOUNDATION 1111 N 13TH STREET SUITE 318 OMAHA NE 68102 911771983 501(C)(3) 20600 0 GENERAL SUPPORT CHABAD LUBAVITCH OF NEBRASKA 1866 S 120TH STREET OMAHA NE 68144 363552582 501(C)(3) 111442 0 GENERAL SUPPORT CONGREGATION HAR HASHEM 3950 BASELINE ROAD BOULDER CO 80303 840580952 501(C)(3) 5685 0 GENERAL SUPPORT CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 470376583 501(C)(3) 30850 0 GENERAL SUPPORT EISENHOWER MEDICAL CENTER 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 922703221 956130458 501(C)(3) 50000 0 GENERAL SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501(C)(3) 12640 0 GENERAL SUPPORT FRIEDEL JEWISH ACADEMY 335 S 132ND STREET OMAHA NE 68154 051998366 501(C)(3) 1239585 0 GENERAL SUPPORT GRIEFS JOURNEY 7811 FARNAM STREET OMAHA NE 68114 470838482 501(C)(3) 12500 0 GENERAL SUPPORT HIAS INC 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 135633307 501(C)(3) 5180 0 GENERAL SUPPORT INCLUSIVE COMMUNITIES 6400 UNIVERSITY DRIVE N CEC 122 OMAHA NE 68182 203290755 501(C)(3) 89798 0 GENERAL SUPPORT JEWISH FED OF PALM SPRINGS & DESERT 69-710 HIGHWAY 111 RANCHO MIRAGE CA 92270 237211881 501(C)(3) 5500 0 GENERAL SUPPORT JEWISH FEDERATION OF GREATER ST PAUL 790 CLEVELAND AVE S SUITE 227 ST PAUL MN 55116 410693887 501(C)(3) 6500 0 GENERAL SUPPORT JEWISH FEDERATION OF OMAHA 333 SOUTH 132ND ST OMAHA NE 68154 470384659 501(C)(3) 5723725 0 GENERAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 220228 0 GENERAL SUPPORT JEWISH UNITED FUND OF METRO CHICAGO 30 SOUTH WELLS CHICAGO IL 60606 362167034 501(C)(3) 6000 0 GENERAL SUPPORT JEWISHCOLORADO 300 SOUTH DAHLIA STREET SUITE 300 DENVER CO 80246 010831698 501(C)(3) 20000 0 GENERAL SUPPORT JUDAISM613 INC 5915 HIGHGATE DRIVE BALTIMORE MD 21215 841857378 501(C)(3) 13000 0 GENERAL SUPPORT KIVUNIM 300 CENTRAL PARK WEST NEW YORK NY 10024 571148733 501(C)(3) 6000 0 GENERAL SUPPORT KOUNTZE MEMORIAL EVAN LUTH CHURCH 2650 FARNAM STREET OMAHA NE 68131 471841100 501(C)(3) 5259 0 GENERAL SUPPORT KVNO UNO PO BOX 3588 OMAHA NE 681729915 470049123 501(C)(3) 10250 0 GENERAL SUPPORT MAKE A WISH OF NEBRASKA 1005 SOUTH 107TH AVENUE OMAHA NE 68114 470671096 501(C)(3) 15056 0 GENERAL SUPPORT MIDLANDS HUMANE SOCIETY 1020 RAILROAD AVENUE SUITE A COUNCIL BLUFFS IA 51503 205105144 501(C)(3) 5459 0 GENERAL SUPPORT MINNPOST P O BOX 18438 MINNEAPOLIS MN 55418 260573427 501(C)(3) 6000 0 GENERAL SUPPORT MUSTACHES FOR KIDS OMAHA 6526 S 172 AVE OMAHA NE 68135 272142697 501(C)(3) 23000 0 GENERAL SUPPORT NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 530242652 501(C)(3) 10000 0 GENERAL SUPPORT NEBRASKA APPLESEED CENTER PO BOX 83613 LINCOLN NE 685013613 470798343 501(C)(3) 11039 0 GENERAL SUPPORT NEBRASKA CULTURAL ENDOWMENT 1004 FARNAM STREET OMAHA NE 68102 470813703 501(C)(3) 11000 0 GENERAL SUPPORT NEBRASKA FOUND VISUAL IMPAIR CHILDREN 5122 CALIFORNIA ST OMAHA NE 68132 470465975 501(C)(3) 10000 0 GENERAL SUPPORT NEBRASKA HUMANE SOCIETY 8929 FORT STREET OMAHA NE 68134 470378997 501(C)(3) 32800 0 GENERAL SUPPORT NEBRASKA HUMANITIES COUNCIL 215 CENTENNIAL MALL SUITE 300 LINCOLN NE 68508 237359778 501(C)(3) 5770 0 GENERAL SUPPORT NORTHSTAR FOUNDATION 4242 N 49TH STREET OMAHA NE 68104 260494022 501(C)(3) 13800 0 GENERAL SUPPORT NOTHING BUT NET FOUNDATION 3223 N 45TH STREET OMAHA NE 68104 470845085 501(C)(3) 5700 0 GENERAL SUPPORT OMAHA AREA YOUTH ORCHESTRA INC 1905 HARNEY STREET SUITE 630 OMAHA NE 68102 470609748 501(C)(3) 7780 0 GENERAL SUPPORT OMAHA BOTANICAL CENTER 100 BANCROFT STREET OMAHA NE 68108 470659701 501(C)(3) 37400 0 GENERAL SUPPORT OMAHA COMMUNITY FOUNDATION 1120 SOUTH 101ST STREET SUITE 320 OMAHA NE 68124 470645958 501(C)(3) 5500 0 GENERAL SUPPORT OMAHA CONSERVATORY OF MUSIC 7023 CASS STREET OMAHA NE 68132 470384657 501(C)(3) 28500 0 GENERAL SUPPORT OMAHA PERFORMING ARTS SOCIETY 1200 DOUGLAS STREET OMAHA NE 68102 470832480 501(C)(3) 13500 0 GENERAL SUPPORT OMAHA PUBLIC LIBRARY FOUNDATION 8790 F STREET SUITE 108 OMAHA NE 68127 363411575 501(C)(3) 5191 0 GENERAL SUPPORT OMAHA SCHOOLS FOUNDATION 3861 FARNAM STREET OMAHA NE 68131 363301526 501(C)(3) 17000 0 GENERAL SUPPORT OMAHA SPORTS COMMISSION 1004 FARNAM STREET OMAHA NE 68102 200724954 501(C)(3) 25000 0 GENERAL SUPPORT OMAHA SYMPHONY ASSOCIATION 1905 HARNEY STREET SUITE 400 OMAHA NE 68102 476039304 501(C)(3) 12150 0 GENERAL SUPPORT OMAHA THEATER COMPANY 2001 FARNAM STREET OMAHA NE 68102 470494912 501(C)(3) 52259 0 GENERAL SUPPORT OMAHA ZOO FOUNDATION 3701 SOUTH TENTH STREET OMAHA NE 68107 363297716 501(C)(3) 5500 0 GENERAL SUPPORT OPERA OMAHA 1850 FARNAM STREET OMAHA NE 68102 476032795 501(C)(3) 21100 0 GENERAL SUPPORT PARDES INSTITUTE JEWISH STUDIES NORTH AMERICA 404 FIFTH AVENUE THIRD FLOOR NEW YORK NY 10018 222594099 501(C)(3) 37500 0 GENERAL SUPPORT PLANNED PARENTHOOD OF THE HEARTLAND NW PO BOX 4557 DES MOINES IA 503054557 420727488 501(C)(3) 55931 0 GENERAL SUPPORT POLICE ATHLETICS FOR COMMUNITY ENGAGEMENT PO BOX 24251 OMAHA NE 68124 465041453 501(C)(3) 35000 0 GENERAL SUPPORT POTTAWATTAMIE COUNTY DEVELOPMENT CORP 1228 SOUTH MAIN STREET COUNCIL BLUFFS IA 51503 421459560 501(C)(3) 10000 0 GENERAL SUPPORT PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 470789054 501(C)(3) 8450 0 GENERAL SUPPORT PURDUE UNIVERSITY PRESS STEWARD CENTER 264 504 MITCH DANIELS BLVD WEST LAFAYETTE IN 479072058 356002041 501(C)(3) 7500 0 GENERAL SUPPORT SAVING GRACE PERISHABLE FOOD RESCUE 4611 S 96TH STREET SUITE 112 OMAHA NE 68127 461852863 501(C)(3) 9000 0 GENERAL SUPPORT SHARE INC 2031 S BENTLEY AVE 106 LOS ANGELES CA 90025 956097401 501(C)(3) 7500 0 GENERAL SUPPORT SRI LANKA HELPING HANDS 1750 MONT RUE DR SE GRAND RAPIDS MI 49546 921233998 501(C)(3) 31180 0 GENERAL SUPPORT STREET KIDS INTERNATIONAL PO BOX 6473 LINCOLN NE 68506 470804591 501(C)(3) 75000 0 GENERAL SUPPORT TEMPLE ISRAEL 13111 STERLING RIDGE DRIVE OMAHA NE 68144 470376590 501(C)(3) 376328 0 GENERAL SUPPORT THE PARTNERSHIP FOR OUR KIDS 1004 FARNAM STREET SUITE 200 OMAHA NE 68102 470762798 501(C)(3) 6500 0 GENERAL SUPPORT TRI FAITH INITIATIVE OF OMAHA NEBRASKA 13136 FAITH PLZ OMAHA NE 68144 205485984 501(C)(3) 66833 0 GENERAL SUPPORT UNITED WAY OF THE MIDLANDS 1805 HARNEY STREET OMAHA NE 68102 470376605 501(C)(3) 50500 0 GENERAL SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION 2285 S 67TH STREET 200 OMAHA NE 68106 470379839 501(C)(3) 547513 0 GENERAL SUPPORT WESTSIDE COMMUNITY SCHOOLS FOUNDATION 8701 PACIFIC STREET OMAHA NE 68114 470560469 501(C)(3) 108175 0 GENERAL SUPPORT WORLD HERALD GOODFELLOWS CHARITIES 1314 DOUGLAS STREET 125 OMAHA NE 68102 476000559 501(C)(3) 6500 0 GENERAL SUPPORT 76 0 SCHOLARSHIPS 13 63700 PART I, LINE 2: GRANTS TO ORGANIZATIONS: GRANTEE IS REQUIRED TO REPORT ANNUALLY ON THE USE OF FUNDS AND CONSISTENCY WITH ORIGINAL PURPOSE WHEN GRANT WAS APPROVED. GRANTS ARE DISBURSED AFTER PROGRAMS AND SERVICES ARE PROVIDED, AND RECEIPTS FOR THE COSTS ARE SUBMITTED TO THE FOUNDATION. GRANTS TO INDIVIDUALS: SCHOLARSHIP RECIPIENTS ARE ISSUED CHECKS PAYABLE TO COLLEGE/SCHOOL TO PAY TUITION, AND ARE REQUIRED TO SUBMIT TRANSCRIPTS FOR COURSEWORK. 0 0 0 0 0 0 0 0 0 AMY BERNSTEIN SHIVVERS FOUNDATION DIRECTOR 0 173041 0 1147 0 0 0 688 0 376 0 175252 0 0 PART I, LINE 3 COMPENSATION FOR THE FOUNDATION DIRECTOR IS PAID BY THE JEWISH FEDERATION OF OMAHA, A RELATED TAX-EXEMPT ORGANIZATION. X 35 5297099 AVERAGE HIGH/LOW 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF DONORS WHO CONTRIBUTED NONCASH ITEMS DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPRISED OF THREE OR MORE BOARD MEMBERS, HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS HOWARD KOOPER AND LOURI SULLIVAN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE JEWISH FEDERATION OF OMAHA, A RELATED ORGANIZATION, HAS THE ABILITY TO APPOINT AND APPROVE ALL BOARD MEMBERS OF THE JEWISH FEDERATION OF OMAHA FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE JFO CONTROLLER. WHEN THE 990 HAS BEEN PREPARED, IT IS THEN REVIEWED BY THE CONTROLLER AND CFO. COPIES OF THE RETURN ARE PROVIDED TO THE FOUNDATION EXECUTIVE DIRECTOR AFTER REVIEW. THE RETURN IS APPROVED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE PRESIDENT OF THE BOARD OF DIRECTORS ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT OF THE BOARD OF DIRECTORS, THE PRESIDENT WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S CFO AND CONTROLLER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15A POLICY ON THE PROCESS FOR DETERMINING COMPENSATION: THIS POLICY ON THE PROCESS FOR DETERMINING COMPENSATION OF THE JEWISH FEDERATION OF OMAHA FOUNDATION APPLIES TO THE COMPENSATION OF THE FOLLOWING PERSONS EMPLOYED BY THE ORGANIZATION: EXECUTIVE DIRECTOR THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE PRESIDENT OF THE FOUNDATION BOARD; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE PRESIDENT OF THE FOUNDATION BOARD, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE ONLY COMPENSATED OFFICER OF THE FOUNDATION IS THE EXECUTIVE DIRECTOR. PROCESS OF DETERMINING COMPENSATION FOR THIS INDIVIDUAL IS DESCRIBED ABOVE. AS THERE ARE NO OTHER OFFICERS RECEIVING COMPENSATION AND THERE ARE NO KEY EMPLOYES OF THE ORGANIZATION, LINE 15B HAS BEEN CHECKED NO. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH FEDERATION OF OMAHA FOUNDATION CONSOLIDATES ITS FINANCIALS WITH THE JEWISH FEDERATION OF OMAHA. THESE FINANCIALS ARE POSTED ON THE FEDERATION'S WEBSITE. THE FOUNDATION MAKES ITS 990 AND OTHER POLICIES AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE BOARD OF DIRECTORS FOR THE JEWISH FEDERATION OF OMAHA INC., A RELATED ORGANIZATION, ASSUMES RESPONSIBILITIY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JEWISH FEDERATION OF OMAHA INC 333 S 132ND STREET OMAHA NE 68154 470384659 SKILLED NURSING, COMMUNITY CENTER AND SOCIAL SERVICES NE 501(C)(3) 7 N/A 0 PARDES FOUNDATION 333 S 132ND STREET OMAHA NE 68154 470824776 MANAGE PROPERTY NE 501(C)(3) 12A JEWISH FEDERATION OF OMAHA INC 0 FEDERATION MANOR INC 333 S 132ND STREET OMAHA NE 68154 470623016 LOW INCOME HOUSING NE 501(C)(3) 7 JEWISH FEDERATION OF OMAHA INC 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1