Civic Intelligence

Richmond Jewish Foundation

990 • Fiscal year 2016 • EIN 54-1623966

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 10, 2017

Organization Profilewww.rjfoundation.org

View Organization Page

5403 Monument AvenueRichmond, VA 23226

(804) 545-8656

Siviq Scores

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

Liabilities / Assets

59th percentile

0.37x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

4.95x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

71st percentile

9.8%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$154,259

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

26th percentile

-2.4%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$34,377,794

Down $842,108 (-2.4%) from 2015

Net Assets

Down

$21,821,947

Down $357,712 (-1.6%) from 2015

Liabilities

Down

$12,555,847

Down $484,396 (-3.7%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin71st percentile

Revenue

Down

$2,537,217

Down $806,713 (-24%) from 2015

Expenses

Up

$2,289,541

Up $325,392 (+17%) from 2015

Net Income

Down

$247,676

Down $1,132,105 (-82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60M$40M$20M$0Assets 2011: $30,597,963Liabilities 2011: $11,539,446Net Assets 2011: $19,058,5172011Assets 2012: $28,581,884Liabilities 2012: $10,654,092Net Assets 2012: $17,927,7922012Assets 2013: $31,075,844Liabilities 2013: $11,327,666Net Assets 2013: $19,748,1782013Assets 2014: $34,806,188Liabilities 2014: $13,170,968Net Assets 2014: $21,635,2202014Assets 2015: $35,219,902Liabilities 2015: $13,040,243Net Assets 2015: $22,179,6592015Assets 2016: $34,377,794Liabilities 2016: $12,555,847Net Assets 2016: $21,821,9472016Assets 2017: $36,273,663Liabilities 2017: $12,846,349Net Assets 2017: $23,427,3142017Assets 2018: $38,292,324Liabilities 2018: $13,127,324Net Assets 2018: $25,165,0002018Assets 2019: $38,764,796Liabilities 2019: $13,085,796Net Assets 2019: $25,679,0002019Assets 2020: $41,457,184Liabilities 2020: $16,308,141Net Assets 2020: $25,149,0432020Assets 2021: $52,290,313Liabilities 2021: $21,649,260Net Assets 2021: $30,641,0532021Assets 2022: $45,016,653Liabilities 2022: $16,197,724Net Assets 2022: $28,818,9292022Assets 2023: $47,507,428Liabilities 2023: $14,567,957Net Assets 2023: $32,939,4712023Assets 2024: $55,785,750Liabilities 2024: $19,660,524Net Assets 2024: $36,125,2262024

Highlighted filing

2016

Assets$34,377,794
Liabilities$12,555,847
Net Assets$21,821,947
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,401,418Expenses 2011: $1,346,152Net Income 2011: $1,055,2662011Revenue 2012: $1,569,714Expenses 2012: $2,185,554Net Income 2012: -$615,8402012Revenue 2013: $2,827,651Expenses 2013: $1,943,602Net Income 2013: $884,0492013Revenue 2014: $2,654,811Expenses 2014: $2,184,474Net Income 2014: $470,3372014Revenue 2015: $3,343,930Expenses 2015: $1,964,149Net Income 2015: $1,379,7812015Revenue 2016: $2,537,217Expenses 2016: $2,289,541Net Income 2016: $247,6762016Revenue 2017: $4,216,063Expenses 2017: $3,472,938Net Income 2017: $743,1252017Revenue 2018: $3,916,208Expenses 2018: $2,489,402Net Income 2018: $1,426,8062018Revenue 2019: $3,773,104Expenses 2019: $2,613,804Net Income 2019: $1,159,3002019Revenue 2020: $3,390,851Expenses 2020: $2,463,795Net Income 2020: $927,0562020Revenue 2021: $3,682,952Expenses 2021: $3,127,572Net Income 2021: $555,3802021Revenue 2022: $4,369,013Expenses 2022: $5,660,336Net Income 2022: -$1,291,3232022Revenue 2023: $7,409,770Expenses 2023: $3,394,580Net Income 2023: $4,015,1902023Revenue 2024: $4,919,862Expenses 2024: $3,805,147Net Income 2024: $1,114,7152024

Highlighted filing

2016

Revenue$2,537,217
Expenses$2,289,541
Net Income$247,676
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$10,101,156
Mission and Program Overview

Mission

The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,146,427$34,285,836▼ $860,591
Cash and Non-Interest-Bearing Accounts$20,986$42,544▲ $21,558
Land, Buildings, and Equipment, Net$12,088$10,828▼ $1,260
Prepaid Expenses and Deferred Charges$5,262$5,262→ $0
Accounts Receivable$1,815--
Total Assets$35,219,902$34,377,794▼ $842,108
Other Assets Total$33,324$33,324→ $0
Liabilities
Other Liabilities$13,016,703$12,353,554▼ $663,149
Accounts Payable and Accrued Expenses$23,540$202,293▲ $178,753
Total Liabilities$13,040,243$12,555,847▼ $484,396
Net Assets / Fund Balance
Permanently Rstr Net Assets$11,303,820$11,503,131▲ $199,311
Unrestricted Net Assets$9,432,729$9,326,032▼ $106,697
Temporarily Rstr Net Assets$1,443,110$992,784▼ $450,326
Total Net Assets Fund Balance$22,179,659$21,821,947▼ $357,712
Total Liabilities and Net Assets / Fund Balance$35,219,902$34,377,794▼ $842,108

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,828$41,830$52,658

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$14,774,143$1,414,396▼ $42,101-$14,882,337
2014$14,613,066$1,128,015▲ $237,336-$14,774,143
2013$12,871,247$685,832▲ $1,976,037-$14,613,066
2012$11,815,668$637,490▲ $1,237,533-$12,871,247
2011$12,529,308$386,361▼ $286,108-$11,815,668
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert I NombergPresident/CEOFT$129,952$24,307$154,259

Board Members and Trustees

NameTitle
Adam S PlotkinChairman
Frances GoldmanVice Chair
Andrew S BrownsteinDirector
Daniel M SiegelDirector
David FratkinDirector
David I GreenbergDirector
Gail D MoskowitzDirector
James L WeinbergDirector
Jay SchwartzDirector
Jeffrey H GumenickDirector
Nannette L ShorDirector
Rebecca Kalman-WinstonDirector
Roger F LeibowitzDirector
Ronald I FelmusDirector
Ruth N GreeneDirector
Seth KaplanDirector
Susan Craven JohnsonDirector
Thomas D ByerDirector
Walter N RabhanDirector
Yossi CimentDirector
Miriam R DavidowSecretary
GD RothenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,489,675
Program Service Revenue
$0
Investment Income
$730,248
Other Revenue
$317,294
All Other Contributions
$1,489,675
Change in Net Assets
$247,676

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded68$738,601Fair Market Value (FMV) - Publicly Traded
Total Noncash Contributions68$738,601-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,537,217
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-563,696
Total Revenue per Audited Statements
$1,973,521
Total Revenue per Form 990
$2,537,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,648,009
Salaries, Compensation, and Employee Benefits$323,031
Other Expenses$318,501
Total Fundraising Expense$195,759
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,648,009--$1,648,009
Current Officers, Directors, Trustees, and Key Employees$15,667$68,935$72,068$156,670
Other Salaries and Wages$11,967$52,655$55,049$119,671
Office Expenses$3,523$15,501$16,206$35,230
Other Employee Benefits$2,818$12,398$12,961$28,177
Payroll Taxes$1,851$8,146$8,516$18,513
Information Technology$1,063$4,585$4,793$10,441
Fees for Services Accounting$1,030$4,532$4,738$10,300
Depreciation Depletion$414$1,819$1,902$4,135
Other Expenses$153$672$702$1,527
Total Functional Expenses$1,798,561$295,221$195,759$2,289,541

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,331,233
Expenses per Audited Statements$2,289,541
Total Expenses per Form 990$2,289,541
Expenses Not Reported on Form 990$41,692
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Community Federation of RichmondRichmond, VA-General$498,801
Rudlin Torah AcademyRichmond, VA-General$225,570
Congregation Beth AhabahRichmond, VA-General$224,365
Weinstein Jewish Community CenterRichmond, VA-General$100,239
American Jewish Joint Distribution CommitteeNew York, NY-General$48,193
Virginia Holocaust MuseumRichmond, VA-General$42,806
Richmond AcademyRichmond, VA-General$27,750
Robert E Loup JCCDenver, CO-General$25,000
Temple Beth ElRichmond, VA-General$24,230
Orchard House SchoolRichmond, VA-General$22,766
Keneseth Beth IsraelRichmond, VA-General$22,280
Monument Crisis CenterConcord, CA-General$17,500
St Paul's Episcopal ChurchRichmond, VA-General$15,000
Jewish Family ServicesRichmond, VA-General$13,371
Collegiate SchoolRichmond, VA-General$10,250
Boys and Girls Clubs of Metro RichmondRichmond, VA-General$10,000
St James Episcopal ChurchRichmond, VA-General$10,000
Chabad of VirginiaRichmond, VA-General$9,102
Community Idea StationsRichmond, VA-General$8,250
Virginia Commonwealth UniversityRichmond, VA-General$7,536
Valentine Richmond History CenterRichmond, VA-General$5,500
US Holocaust Memorial MuseumWashington, DC-General$5,322
Better Housing CoalitionRichmond, VA-General$5,000
Bon Secours Richmond FoundationRichmond, VA-General$5,000
Children's Home SocietyRichmond, VA-General$5,000
Jewish Federations of North AmericaNew York, NY-General$5,000
NcsyBaltimore, MD-General$5,000
Venture RichmondRichmond, VA-General$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Managed for Others$10,139,190
Annuities Payable$2,202,695
Defined Benefit Pension Liability$11,669
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
Yes
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 VI, Section B, line 11

“The Form 990 is reviewed by staff, Executive Committee, and Board. Final approval, before filing, is given by Board or Executive Committee.”

Form 990, Part VI, Section B, line 12C

“Board members are required to review the conflict of interest policy annually.”

Form 990, Part VI, Section B, line 15A

“The process for determining compensation of the President/CEO included a review and approval by the Board of Directors. Additionally, the Board used comparability data acquired from the Form 990s of other organizations and compensation surveys. There is a written employment contract between the organization and the President/CEO.”

Form 990, Part VI, Section C, line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Richmond Jewish Foundation
EIN
54-1623966
Phone
8045458656
Address
5403 MONUMENT AVENUE, Richmond, VA 23226

Signing Officer

Name
Robert I Nomberg
Title
President & CEO
Phone
8045458656
Signed
2017-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert I Nomberg
Formed
1992
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
3
Volunteers
32

Preparer

Firm
Pilc & Moseley LLC
Address
4312 Grove Avenue, Richmond, VA 23221
Preparer
Ellen A Moseley
Phone
8049188490
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in Value of Split Interest Agreements -41,692.”

Financial Statement Notes

Part V, Line 4:

“Intended uses of organization's endowment funds: The Genesis Fund, the board-designated, unrestricted endowment is used for Foundation operations and to fund competitive grants. Other endowments are intended for a variety of uses designated by donors. A number of these endowments make an annual distribution to the Jewish Community Federation of Richmond which supports various Jewish causes. Other endowment funds support a special purpose or field of interest with a specific philanthropic mission.”

Part X, Line 2:

“The Foundation follows Financial Accounting Standards Board ("FASB") guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. Management evaluated the Foundation's tax position and concluded that the Foundation had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The Foundation is no longer subject to examination by tax authorities for periods before 2012. The Foundation is not currently under audit by any tax jurisdiction.”

Part XII, Line 2D - Other Adjustments:

“Change in Value of Split Interest Agreement 41,692.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Adam S Plotkin
IRS990/Form990PartVIISectionAGrp/PersonNm1GD Rothenberg
IRS990/Form990PartVIISectionAGrp/PersonNm2Miriam R Davidow
IRS990/Form990PartVIISectionAGrp/PersonNm3Frances Goldman
IRS990/Form990PartVIISectionAGrp/PersonNm4Thomas D Byer
IRS990/Form990PartVIISectionAGrp/PersonNm5Andrew S Brownstein
IRS990/Form990PartVIISectionAGrp/PersonNm6Yossi Ciment
IRS990/Form990PartVIISectionAGrp/PersonNm7Ronald I Felmus
IRS990/Form990PartVIISectionAGrp/PersonNm8David Fratkin
IRS990/Form990PartVIISectionAGrp/PersonNm9David I Greenberg
IRS990/Form990PartVIISectionAGrp/PersonNm10Ruth N Greene
IRS990/Form990PartVIISectionAGrp/PersonNm11Jeffrey H Gumenick
IRS990/Form990PartVIISectionAGrp/PersonNm12Susan Craven Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm13Rebecca Kalman-Winston
IRS990/Form990PartVIISectionAGrp/PersonNm14Seth Kaplan
IRS990/Form990PartVIISectionAGrp/PersonNm15Roger F Leibowitz
IRS990/Form990PartVIISectionAGrp/PersonNm16Gail D Moskowitz
IRS990/Form990PartVIISectionAGrp/PersonNm17Walter N Rabhan
IRS990/Form990PartVIISectionAGrp/PersonNm18Jay Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm19Nannette L Shor
IRS990/Form990PartVIISectionAGrp/PersonNm20Daniel M Siegel
IRS990/Form990PartVIISectionAGrp/PersonNm21James L Weinberg
IRS990/Form990PartVIISectionAGrp/PersonNm22Robert I Nomberg
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22President/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0324804
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt01648009
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01648009
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01648009
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07888743
IRS990/GrossReceiptsAmt010101156
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04793
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04585
IRS990/InformationTechnologyGrp/ProgramServicesAmt01063
IRS990/InformationTechnologyGrp/TotalAmt010441
IRS990/InvestmentIncomeGrp/ExclusionAmt0405444
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0405444
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035146427
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034285836
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041830
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012088
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010828
IRS990/LandBldgEquipCostOrOtherBssAmt052658
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07563939
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Richmond Jewish Foundation is a primary, trusted and expert resource for planned giving and endowments. We engage, educate and inspire generations of donors to create ongoing resources for charitable, religious, and educational needs. Our donors may choose legacies of Tzedakah and Tikkun Olam. We effectively steward philanthropic assets entrusted to our care.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022179659
IRS990/NetAssetsOrFundBalancesEOYAmt021821947
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0324804
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0324804
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-563696
IRS990/NoncashContributionsAmt0738601
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt016206
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015501
IRS990/OfficeExpensesGrp/ProgramServicesAmt03523
IRS990/OfficeExpensesGrp/TotalAmt035230
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt033324
IRS990/OtherAssetsTotalGrp/EOYAmt033324
IRS990/OtherChangesInNetAssetsAmt0-41692
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012961
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012398
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02818
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028177
IRS990/OtherExpensesGrp/Desc0Administration of Endow
IRS990/OtherExpensesGrp/Desc1Marketing
IRS990/OtherExpensesGrp/Desc2Jewish Federations of N
IRS990/OtherExpensesGrp/Desc3Continuing Education
IRS990/OtherExpensesGrp/FundraisingAmt014224
IRS990/OtherExpensesGrp/FundraisingAmt14600
IRS990/OtherExpensesGrp/FundraisingAmt2702
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0107974
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113604
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3672
IRS990/OtherExpensesGrp/ProgramServicesAmt0107974
IRS990/OtherExpensesGrp/ProgramServicesAmt13092
IRS990/OtherExpensesGrp/ProgramServicesAmt21000
IRS990/OtherExpensesGrp/ProgramServicesAmt3153
IRS990/OtherExpensesGrp/TotalAmt0215948
IRS990/OtherExpensesGrp/TotalAmt130920
IRS990/OtherExpensesGrp/TotalAmt210000
IRS990/OtherExpensesGrp/TotalAmt31527
IRS990/OtherLiabilitiesGrp/BOYAmt013016703
IRS990/OtherLiabilitiesGrp/EOYAmt012353554
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0FEE INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0317294
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0317294
IRS990/OtherRevenueTotalAmt0317294
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055049
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt052655
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011967
IRS990/OtherSalariesAndWagesGrp/TotalAmt0119671
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08516
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08146
IRS990/PayrollTaxesGrp/ProgramServicesAmt01851
IRS990/PayrollTaxesGrp/TotalAmt018513
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt011303820
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt011503131
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05262
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05262
IRS990/PrincipalOfficerNm0Robert I Nomberg
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt01718593
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01350735
IRS990/PYInvestmentIncomeAmt01322835
IRS990/PYOtherExpensesAmt0321454
IRS990/PYOtherRevenueAmt0302502
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01379781
IRS990/PYSalariesCompEmpBnftPaidAmt0291960
IRS990/PYTotalExpensesAmt01964149
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03343930
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0247676
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01489675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01718593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01105110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01647662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01132807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07093847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0405444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0371653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0332200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0345447

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,377,794
Liabilities
$12,555,847
Net assets
$21,821,947
Revenue
$2,537,217
Expenses
$2,289,541
Net income
$247,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$19.7$36.1$4.92$3.81$1.11
2023Detailed filing. Detailed filing data is available for this year.$47.5$14.6$32.9$7.41$3.39$4.02
2022Detailed filing. Detailed filing data is available for this year.$45.0$16.2$28.8$4.37$5.66$1.29
2021Detailed filing. Detailed filing data is available for this year.$52.3$21.6$30.6$3.68$3.13$0.56
2020Detailed filing. Detailed filing data is available for this year.$41.5$16.3$25.1$3.39$2.46$0.93
2019Detailed filing. Detailed filing data is available for this year.$38.8$13.1$25.7$3.77$2.61$1.16
2018Detailed filing. Detailed filing data is available for this year.$38.3$13.1$25.2$3.92$2.49$1.43
2017Detailed filing. Detailed filing data is available for this year.$36.3$12.8$23.4$4.22$3.47$0.74
2016Detailed filing. Detailed filing data is available for this year.$34.4$12.6$21.8$2.54$2.29$0.25
2015Summary only. Only limited summary data is available for this year.$35.2$13.0$22.2$3.34$1.96$1.38
2014Summary only. Only limited summary data is available for this year.$34.8$13.2$21.6$2.65$2.18$0.47
2013Summary only. Only limited summary data is available for this year.$31.1$11.3$19.7$2.83$1.94$0.88
2012Summary only. Only limited summary data is available for this year.$28.6$10.7$17.9$1.57$2.19$0.62
2011Summary only. Only limited summary data is available for this year.$30.6$11.5$19.1$2.40$1.35$1.06