Civic Intelligence

Joint Israel

990 • Fiscal year 2017 • EIN 13-4203820

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

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

67th percentile

0.48x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.39x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

47th percentile

2.3%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$919,088

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

11th percentile

-4.8%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Down

$72,459,000

Down $3,628,000 (-4.8%) from 2016

Net Assets

Up

$37,529,000

Up $3,344,000 (+9.8%) from 2016

Liabilities

Down

$34,930,000

Down $6,972,000 (-17%) from 2016

Revenue

Up

$89,789,000

Up $15,111,000 (+20%) from 2016

Expenses

Up

$87,747,000

Up $5,000,154 (+6.0%) from 2016

Net Income

Up

$2,042,000

Up $10,110,846 (+125%) from 2016

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

2017

Assets$72,459,000
Liabilities$34,930,000
Net Assets$37,529,000

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

2017

Revenue$89,789,000
Expenses$87,747,000
Net Income$2,042,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$91,168,000
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$33,576,000$28,498,000▼ $5,078,000
Cash and Non-Interest-Bearing Accounts$15,022,000$16,729,000▲ $1,707,000
Land, Buildings, and Equipment, Net$14,063,000$12,621,000▼ $1,442,000
Investments Other Securities$11,229,000$12,452,000▲ $1,223,000
Savings and Temporary Cash Investments$350,000$350,000→ $0
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$76,087,000$72,459,000▼ $3,628,000
Other Assets Total$1,847,000$1,809,000▼ $38,000
Liabilities
Accounts Payable and Accrued Expenses$29,014,000$21,506,000▼ $7,508,000
Other Liabilities$12,634,000$13,228,000▲ $594,000
Mortgage Notes Payable Secured by Investment Property$254,000$196,000▼ $58,000
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$41,902,000$34,930,000▼ $6,972,000
Net Assets / Fund Balance
Temporarily Rstr Net Assets$28,116,000$32,656,000▲ $4,540,000
Permanently Rstr Net Assets$4,750,000$4,750,000→ $0
Unrestricted Net Assets$1,319,000$123,000▼ $1,196,000
Total Net Assets Fund Balance$34,185,000$37,529,000▲ $3,344,000
Total Liabilities and Net Assets / Fund Balance$76,087,000$72,459,000▼ $3,628,000

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,228,000$5,278,000$17,506,000
Equipment$392,000$520,000$912,000
Other Land Buildings$1,000-$1,000
Other Securities$12,452,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$11,702,877-▲ $628,902$618,701$11,583,686
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack Habib thru 917CEO, Myers-JDC BrookdaleFT$206,905$636,800$843,705
Asher OstrinProgram Director-$288,754$44,241$332,995
Eliot GoldsteinExec. Director Resource Dvlpmt-$283,017$39,680$322,697
Yossi TamirDirector GeneralFT$265,933$42,944$308,877
Michal FrankJDC FSU Director General-$230,533$56,031$286,564
Haim FactorChief Financial OfficerFT$212,049$28,911$240,960
EHUD LeschinskyFsu Finance DirectorFT$182,447$49,619$232,066
Sigal ShelachDIRECTOR GENERAL TevetFT$171,877$51,977$223,854
Aryeh DoobevAsst Evp Strg Ptshp Director of TovFT$169,347$42,690$212,037
Rami SulimaniDirector General AshalimFT$176,392$34,814$211,206

Board Members and Trustees

NameTitle
Penny BlumensteinChair
Amir ShavivBoard Member
David SchizerBoard Member
Dr Irving SmoklerBoard Member
Jacob SchimmelBoard Member
Ophir SingalBoard Member
Stanley A RabinBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Aman Org Advisor ManagementProgram ManagementHABARZEL 34 89710, Tel Aviv, 0, Is$4,876,000
OrsEmployment Services9 ACHAD HAAM SREET, Tel Aviv, 0, Is$1,307,000
Marmenent Org Project Mgmt LTDProject Mgmt and Op3 HAMELACHA, Tel Aviv, 0, Is$351,000
Aloney Yitzchak Ed InstitutionEducational ServicesDN MENASHE, Indust Zone Poleg Netanya, 0, Is$285,000
Edu Systems LTDProject OutsourcingBEIT SAPIR 11 YAD HACHARUTZIM STRE, Is$252,000
Revenue and Support

Revenue Composition

Contributions and Grants
$83,620,000
Program Service Revenue
$0
Investment Income
$6,169,000
Other Revenue
$0
All Other Contributions
$8,242,000
Change in Net Assets
$2,042,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$89,789,000
Revenue Not Reported on Form 990
$1,082,000
Total Revenue per Audited Statements
$90,871,000
Total Revenue per Form 990
$89,789,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,439,793
Salaries, Compensation, and Employee Benefits$18,159,175
Other Expenses$13,148,032
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$56,439,793--$56,439,793
Other Salaries and Wages$11,999,514$2,889,213-$14,888,727
Current Officers, Directors, Trustees, and Key Employees$902,405$515,023-$1,417,428
Payroll Taxes$628,862$154,558-$783,420
Pension Plan Contributions$567,555$139,490-$707,045
Depreciation Depletion-$430,000-$430,000
All Other Expenses-$398,000-$398,000
Other Employee Benefits$291,028$71,527-$362,555
Information Technology-$305,000-$305,000
Fees for Services Management-$176,946-$176,946
Office Expenses-$129,000-$129,000
Travel-$107,000-$107,000
Fees for Services Other-$87,610-$87,610
Other Expenses$4,861,156$49,000-$49,000
Fees for Services Legal-$34,429-$34,429
Fees for Services Accounting-$8,084-$8,084
Interest-$5,000-$5,000
Conferences and Meetings-$4,000-$4,000
Advertising-$1,000-$1,000
Total Functional Expenses$81,358,120$6,388,880$0$87,747,000

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$87,747,000
Expenses per Audited Statements$87,527,000
Total Expenses per Audited Statements$87,527,000
Expenses Not Reported on Financial Statements$220,000
Other Expense Adjustments$220,000
International Activity

International Summary

Offices
1
Employees
326
Spending
$100,199,000

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 Delivery1326$56,439,793
Middle East and North AfricaProgram ServicesMGT & Administration--$24,918,327
Middle East and North AfricaInvestments---$12,452,000
Middle East and North AfricaProgram Services---$6,388,880
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$13,228,000
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
Yes
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
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ophir Singal
Formed
1976
Voting Board Members
7
Independent Board Members
4
Employees
443
Volunteers
4

Preparer

Firm
Grant Thornton Llp
Address
757 THIRD AVENUE 4TH 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 2016 meeting for 2017 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 XI, LINE 9 FOREIGN EXCHANGE RATE VARIANCES ($1,302,000) 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.

Employees reported on W-3

Form 990, part v, line 2 joint israel employees are paid entirely in israel and the organization is not required to issue form w-2. The number listed on line 2 represents the number of form w-2s that would have been issued if joint israel employees were located in the us.

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.

Schedule D, Part X, Line 2

Joint israels audited financial statements are prepared in conformity with accounting principles generally accepted in israel (israeli gaap) and therefore asc 740 does not apply.

Other Changes in Expenses Reported on Form 990

FORM 990, SCHEDULE D, PART XI, LINE 2D FOREIGN EXCHANGE RATE VARIANCE: $1,302,000 Financing Expense: ($215,000) Interest Expense: ($5,000) ------------- TOTAL: ($1,082,000) FORM 990, SCHEDULE D, PART XII, LINE 4B FINANCING EXPENSE: $215,000 INTEREST EXPENSE: $5,000 ------------- TOTAL: $220,000

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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