Civic Intelligence

Joint Israel

990 • Fiscal year 2016 • EIN 13-4203820

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Jdc Hill PO Box 3489Jerusalem 91034Is

(212) 687-6200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.55x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.56x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$771,742

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

13th percentile

-5.8%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

28%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Down

$76,087,000

Down $4,660,000 (-5.8%) from 2015

Net Assets

Down

$34,185,000

Down $7,548,000 (-18%) from 2015

Liabilities

Up

$41,902,000

Up $2,888,000 (+7.4%) from 2015

Revenue

Up

$74,678,000

Up $16,428,000 (+28%) from 2015

Expenses

Up

$82,746,846

Up $26,096,846 (+46%) from 2015

Net Income

Down

-$8,068,846

Down $9,668,846 (-604%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $68,899,000Liabilities 2010: $43,614,000Net Assets 2010: $25,285,0002010Assets 2011: $68,079,000Liabilities 2011: $40,428,000Net Assets 2011: $27,651,0002011Assets 2012: $72,842,000Liabilities 2012: $40,820,000Net Assets 2012: $32,022,0002012Assets 2013: $78,556,000Liabilities 2013: $42,587,000Net Assets 2013: $35,969,0002013Assets 2014: $94,789,000Liabilities 2014: $54,806,000Net Assets 2014: $39,983,0002014Assets 2015: $80,747,000Liabilities 2015: $39,014,000Net Assets 2015: $41,733,0002015Assets 2016: $76,087,000Liabilities 2016: $41,902,000Net Assets 2016: $34,185,0002016Assets 2017: $72,459,000Liabilities 2017: $34,930,000Net Assets 2017: $37,529,0002017Assets 2018: $60,711,000Liabilities 2018: $28,684,000Net Assets 2018: $32,027,0002018Assets 2019: $88,047,000Liabilities 2019: $25,961,000Net Assets 2019: $62,086,0002019Assets 2020: $87,747,000Liabilities 2020: $33,857,000Net Assets 2020: $53,890,0002020Assets 2021: $84,677,000Liabilities 2021: $32,166,000Net Assets 2021: $52,511,0002021Assets 2022: $81,525,000Liabilities 2022: $32,072,000Net Assets 2022: $49,453,0002022Assets 2023: $105,961,000Liabilities 2023: $31,684,000Net Assets 2023: $74,277,0002023Assets 2024: $104,955,000Liabilities 2024: $29,503,000Net Assets 2024: $75,452,0002024

Highlighted filing

2016

Assets$76,087,000
Liabilities$41,902,000
Net Assets$34,185,000

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $62,889,0002010Expenses 2011: $70,857,0002011Expenses 2012: $62,953,0002012Revenue 2013: $80,308,000Expenses 2013: $78,501,000Net Income 2013: $1,807,0002013Revenue 2014: $98,256,000Expenses 2014: $93,722,000Net Income 2014: $4,534,0002014Revenue 2015: $58,250,000Expenses 2015: $56,650,000Net Income 2015: $1,600,0002015Revenue 2016: $74,678,000Expenses 2016: $82,746,846Net Income 2016: -$8,068,8462016Revenue 2017: $89,789,000Expenses 2017: $87,747,000Net Income 2017: $2,042,0002017Revenue 2018: $82,349,882Expenses 2018: $85,534,530Net Income 2018: -$3,184,6482018Revenue 2019: $81,220,000Expenses 2019: $83,138,757Net Income 2019: -$1,918,7572019Revenue 2020: $120,927,000Expenses 2020: $117,400,000Net Income 2020: $3,527,0002020Revenue 2021: $114,475,000Expenses 2021: $115,544,000Net Income 2021: -$1,069,0002021Revenue 2022: $105,563,000Expenses 2022: $105,780,000Net Income 2022: -$217,0002022Revenue 2023: $125,631,000Expenses 2023: $101,679,000Net Income 2023: $23,952,0002023Revenue 2024: $111,513,000Expenses 2024: $111,169,000Net Income 2024: $344,0002024

Highlighted filing

2016

Revenue$74,678,000
Expenses$82,746,846
Net Income-$8,068,846
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.1
Gross Receipts
$74,678,000
Mission and Program Overview

Mission

To help build a more just society by creating model programs for disadvantaged populations. The activities focus primarily on helping israel overcome the challenges facing five groups, described in schedule o.

To help Israel's most disadvantaged populations: children, youths-at-risk, people with disabilities, vulnerable new immigrants and the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$37,793,000$33,576,000▼ $4,217,000
Cash and Non-Interest-Bearing Accounts$15,021,000$15,022,000▲ $1,000
Land, Buildings, and Equipment, Net$14,421,000$14,063,000▼ $358,000
Investments Other Securities$11,526,000$11,229,000▼ $297,000
Savings and Temporary Cash Investments$433,000$350,000▼ $83,000
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$80,747,000$76,087,000▼ $4,660,000
Other Assets Total$1,553,000$1,847,000▲ $294,000
Liabilities
Accounts Payable and Accrued Expenses$26,809,000$29,014,000▲ $2,205,000
Other Liabilities$11,877,000$12,634,000▲ $757,000
Mortgage Notes Payable Secured by Investment Property$328,000$254,000▼ $74,000
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$39,014,000$41,902,000▲ $2,888,000
Net Assets / Fund Balance
Temporarily Rstr Net Assets$35,914,000$28,116,000▼ $7,798,000
Permanently Rstr Net Assets$4,750,000$4,750,000→ $0
Unrestricted Net Assets$1,069,000$1,319,000▲ $250,000
Total Net Assets Fund Balance$41,733,000$34,185,000▼ $7,548,000
Total Liabilities and Net Assets / Fund Balance$80,747,000$76,087,000▼ $4,660,000

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,934,000$4,938,000$18,872,000
Equipment$128,000$430,000$558,000
Other Land Buildings$1,000-$1,000
Other Securities$11,229,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$12,073,466-▲ $322,869$613,458$11,702,877
2015$12,703,234-▲ $113,774$660,882$12,073,466
2014$14,306,048-▼ $910,894$604,000$12,703,234
2013$13,100,774-▲ $1,929,274$644,000$14,306,048
2012$12,435,191-▲ $670,276-$13,100,774
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ofer GlanzProgram Director-$262,686$63,602$326,288
Asher OstrinProgram Director-$266,776$49,494$316,270
Jack HabibCEO, Myers-JDC BrookdaleFT$258,698$29,753$288,451
Eliot Goldsteinexec. director resource dvlpmt-$255,188$32,949$288,137
Yossi TamirDirector GeneralFT$244,488$39,601$284,089
Michal FrankJdc Fsu Director General-$207,867$50,525$258,392
Haim FactorChief Financial OfficerFT$194,950$36,342$231,292
Ehud LeschinskyFsu Finance DirectorFT$167,687$46,825$214,512
Sigal ShelachDirector General TevetFT$158,017$48,002$206,019
Arieh DoobovASST EVP STRG PTSHP Director of TOVFT$158,804$40,496$199,300
Rami SulimaniDirector General AshalimFT$162,167$27,370$189,537

Board Members and Trustees

NameTitle
Penny BlumensteinChair
Dr Irving SmoklerBoard Member
Jacob SchimmelBoard Member
Ophir SingalBoard Member
Stanley a RabinBoard Member
Amir ShavivAsst Exc VP Special Operations
Alan GillEXECUTIVE VP & CEO(Thru 12/16)

Highest Paid Contractors

ContractorServicesLocationCompensation
Aman- Organization Advisor Managemeprogram managementHABARZEL 34 89710, Tel Aviv, 0, Is$6,049,000
ASL Eshel Handasah Ltdconstruction1 HAETZEL, Rishon Lezion, 0, Is$1,330,000
Marmenet Org Project Mgmt Ltdemployment services3 HAMELACHA, Tel Aviv, 0, Is$1,224,000
Malam Systems Ltdsystem integration8 AM VOLAMO ST, Jerusalem, 0, Is$240,000
Kishrey Teufah Ltdtravel agency2 NIRIM, Tel Aviv, 0, Is$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$74,355,000
Program Service Revenue
$0
Investment Income
$323,000
Other Revenue
$0
All Other Contributions
$9,208,761
Change in Net Assets
$-8,068,846

Audited Revenue Reconciliation

Revenue per Audited Statements
$74,678,000
Total Revenue per Audited Statements
$74,678,000
Total Revenue per Form 990
$74,678,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,137,251
Salaries, Compensation, and Employee Benefits$15,886,079
Other Expenses$11,723,516
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$55,137,251--$55,137,251
Other Salaries and Wages$11,706,442$1,962,289-$13,668,731
Current Officers, Directors, Trustees, and Key Employees$285,330$512,109-$797,439
Payroll Taxes$513,620$86,095-$599,715
Pension Plan Contributions$471,063$78,962-$550,025
Depreciation Depletion-$451,000-$451,000
All Other Expenses-$278,000-$278,000
Other Employee Benefits$231,383$38,786-$270,169
Fees for Services Legal-$214,781-$214,781
Fees for Services Other-$207,452-$207,452
Information Technology-$205,000-$205,000
Fees for Services Management-$193,523-$193,523
Office Expenses-$127,000-$127,000
Travel-$83,000-$83,000
Other Expenses$1,632,960$75,000$0$75,000
Conferences and Meetings-$17,000-$17,000
Fees for Services Accounting-$8,411-$8,411
Interest-$6,000-$6,000
Advertising-$1,000-$1,000
Total Functional Expenses$77,357,438$5,389,408$0$82,746,846

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$82,746,846
Total Expenses per Form 990$82,746,846
Total Expenses per Audited Statements$82,226,000
Expenses Not Reported on Form 990$-520,846
International Activity

International Summary

Offices
1
Employees
431
Spending
$93,975,846

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle East and North AfricaGrantmakingProgram Delivery1431$55,137,251
Middle East and North AfricaProgram ServicesMgmt & administration--$22,220,187
Middle East and North AfricaInvestments---$11,229,000
Middle East and North AfricaProgram Services---$5,389,408
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Severance Benefit Payable$12,634,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VII and IX

In the interest of clarity and transparency, joint israel is providing context on the compensation reported in part vii and ix. Joint israel pays compensation to certain employees of jdc who are based in israel and provide services to joint israel and jdc. The compensation paid by joint israel is reported on part vii, column d. The compensation expense for these employees is recorded on the jdc financial statements. As such, joint israel does not report the compensation expense for these employees on part ix.

Filing and Contact Details

Filer

Filer Name
Joint Israel
EIN
13-4203820
In Care Of
% BINYAMIN CHERNOFSKY
Phone
2126876200
Address
IS

Signing Officer

Name
Ophir Singal
Title
Board Member
Phone
2125990100
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yossi Tamir
Formed
1976
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Grant Thornton Llp
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Qi Wen Liang
Phone
2125990100
Supplemental Narrative

Additional Explanations

Mission, Continued

Form 990, Part III Line 1 A) THE ELDERLY, WHOSE PROPORTION WITHIN ISRAEL'S POPULATION HAS INCREASED RAPIDLY, IN LARGE PART AS A RESULT OF IMMIGRATION FROM THE FORMER SOVIET UNION. B) CHILDREN, YOUTHS-AT-RISK, AND THEIR FAMILIES, FOR WHOM ONLY LIMITED SERVICES WERE AVAILABLE UNTIL FAIRLY RECENTLY, DESPITE THE INCREASED INCIDENCE OF THE NUMBERS OF NEEDING HELP THAT HAS ACCOMPANIED CHANGES AND CHALLENGES ISRAELI SOCIETY IS EXPERIENCING. C) HARD-TO-ABSORB IMMIGRANT GROUPS, NOTABLY THE ETHIOPIAN- AND CAUCASUS-ISRAELIS, WHOSE UNIQUE CULTURAL BACKGROUNDS POSE LONG-TERM BARRIERS TO THEIR EFFECTIVE INTEGRATION. D) THE LONG-TERM JOBLESS ISRAELIS FACING BARRIERS TO EMPLOYMENT THAT KEEP THEM OUT OF THE WORKFORCE AND DEPENDENT ON ENTITLEMENTS. E) Individuals with physical, sensory and intellectual disabilities who seek improved life experiences and increased participation in society.

Other Program Services

Form 990, part iii, line 4d immigrants comprise 20% of israel's total population and while the nation has, for the most part, achieved remarkable success in absorbing this large influx of new citizens, some of the immigrants face long-term challenges that undermine their full integration into israeli society. Jdc's immigrant integration division works to empower vulnerable immigrant groups through the development of services that focus on community building, strengthening the family unit, language education, and focused initiatives for immigrant youth and young adults. The division focuses on vulnerable immigrant groups, particularly ethiopian-, bukharan-, and kavkazi-israelis and students from minority sectors, such as druze. For example, 20 centers for young adults serve approximately 30,000 immigrants and veteran israeli young adults annually providing services related to education, employment, social responsibility, housing and assistance in other areas. Joint israel, with funding from the israel emergency campaign (iec), leveraged its existing partnerships and programs to ensure that urgent and immediate assistance reached the citizens of northern israel as well as those in the gaza border region who were subjected to rocket attacks. Jdc's iec-funded new galilee initiatives are implementing long-term strategies to strengthen the social resilience of communities in the north, as well as in the gaza border region. Using the tested and proven strategies it employs in its regular programs, these initiatives will boost the ability of israeli agencies to respond to the social challenges facing these regions in peacetime and prepare them to respond more effectively in the event of a future crisis. Implementation of emergency programs that are aligned with joint israel's overriding strategy ensure the advancement of the wider program goals, even while addressing the challenges that were highlighted by the second lebanon war.

990 Review

Form 990, part vi, section b, line 11b joint israel hires an independent accounting firm to prepare and review the organization's form 990 based on information provided by joint israel's accounting staff. A copy of the form 990 is distributed to the organization's board members and management for review prior to filing with the irs.

Conflict of Interest Policy Monitoring & Enforcement

Form 990, part vi, section b, line 12c an israeli affiliate of the american jewish joint distribution committee, inc. (jdc), joint israel is a registered israeli company for the public benefit that receives programmatic directions, block grants, and operating funding support from jdc. By virtue of this general support, jdc's global policies also apply to joint israel directors, officers, and employees, including a whistleblower policy and a document retention and destruction policy. This organization has adopted jdc's conflict of interest policy. All of the directors have confirmed that they have read and understood the conflict of interest policy and that to the best of their knowledge, they have no conflicts of interest with the organization.

Process for Determining Compensation

Form 990, part vi, section b, line 15a & 15b jdc's human resources committee has been presented with and has reviewed the total compensation of joint israel's officers, key employees, and highly compensated professional staff during its december 2015 meeting for 2016 compensation.

Availability of Documents to the Public

Form 990, part vi, section c, line 19 the organization makes its form 990 available to the public by retaining a copy at its place of business. The form 990 is likewise published on the internet at www.guidestar.org. The organization's financial statements, governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion.

Officers, Highest Compensated Employees & Independent Contractors

Form 990, part v line 1 & 2, part vii section a & b activity of joint israel reflected in this form takes place exclusively in israel; there is no activity taking place in the u.s. All compensation paid to joint israel employees reported in part vii was paid exclusively in israel; no compensation has been paid to any joint israel employee in the u.s. Or any other locale outside of israel.

Other Changes in Net Assets

FORM 990, PART IX, LINE 9 FOREIGN EXCHANGE RATE VARIANCES ($440,846) FORMER SOVIET UNION SUPPORT COST ($80,000) ------------------------------------------------- TOTAL ($520,846) Funding From U.S. Government Agencies Form 990, Part XII, Line 3 JOINT ISRAEL DOES NOT RECEIVE ANY FUNDING FROM U.S. GOVERNMENT AGENCIES. THEREFORE, IT IS NOT REQUIRED TO UNDERGO AN AUDIT OR AUDITS AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.

Financial Statement Notes

INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS

Form 990, schedule d, part v, line 4 the intended use of the organization's endowment funds is for research and development activities.

Other Changes in Expenses Reported on Form 990

Form 990, schedule d, part xii, line 2d foreign exchange rate variance: ($440,846) former soviet union support cost: ($80,000) ------------- total: ($520,846) =============

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$29.5$75.5$112$111$0.34
2023Detailed filing. Detailed filing data is available for this year.$106$31.7$74.3$126$102$24.0
2022Detailed filing. Detailed filing data is available for this year.$81.5$32.1$49.5$106$106$0.22
2021Detailed filing. Detailed filing data is available for this year.$84.7$32.2$52.5$114$116$1.07
2020Detailed filing. Detailed filing data is available for this year.$87.7$33.9$53.9$121$117$3.53
2019Detailed filing. Detailed filing data is available for this year.$88.0$26.0$62.1$81.2$83.1$1.92
2018Detailed filing. Detailed filing data is available for this year.$60.7$28.7$32.0$82.3$85.5$3.18
2017Detailed filing. Detailed filing data is available for this year.$72.5$34.9$37.5$89.8$87.7$2.04
2016Detailed filing. Detailed filing data is available for this year.$76.1$41.9$34.2$74.7$82.7$8.07
2015Detailed filing. Detailed filing data is available for this year.$80.7$39.0$41.7$58.3$56.7$1.60
2014Detailed filing. Detailed filing data is available for this year.$94.8$54.8$40.0$98.3$93.7$4.53
2013Detailed filing. Detailed filing data is available for this year.$78.6$42.6$36.0$80.3$78.5$1.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.8$40.8$32.0$63.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.1$40.4$27.7$70.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.9$43.6$25.3$62.9