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Nonprofiteer
← JEWISH COLUMBUS

Form 990 for tax year 2023

Filed by JEWISH COLUMBUS.

Totals

Total revenue
$5,086,659
Total expenses
$5,465,514
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,021,740
Investment income
$411
Other revenue
$64,508
Total assets, end of year
$1,573,192
Total liabilities, end of year
$1,469,309
Net assets or fund balances, end of year
$103,883
Program services expenses (Part IX)
$5,465,514
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$5,465,514

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Management Fees

    total $5,021,740 · related or exempt $5,021,740

  • 3 · Investment income

    total $411 · excluded $411

  • 11a · Other revenue: Program Fees - YJC

    total $11,698 · excluded $11,698

  • 11b · Other revenue: BWC Refund & OJC Rent

    total $6,155 · excluded $6,155

  • 11d · All other revenue

    total $46,655 · excluded $46,655

  • 11e · Other revenue, total

    $64,508

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $553,465 · program services $553,465

  • 7 · Other salaries and wages

    total $2,517,878 · program services $2,517,878

  • 8 · Pension plan contributions

    total $83,996 · program services $83,996

  • 9 · Other employee benefits

    total $204,893 · program services $204,893

  • 10 · Payroll taxes

    total $213,257 · program services $213,257

  • 11b · Fees: legal

    total $65,473 · program services $65,473

  • 11c · Fees: accounting

    total $93,753 · program services $93,753

  • 11g · Fees: other

    total $89,712 · program services $89,712

  • 12 · Advertising and promotion

    total $59,434 · program services $59,434

  • 13 · Office expenses

    total $405,647 · program services $405,647

  • 16 · Occupancy

    total $41,580 · program services $41,580

  • 17 · Travel

    total $76,759 · program services $76,759

  • 19 · Conferences, conventions and meetings

    total $291,552 · program services $291,552

  • 23 · Insurance

    total $60,040 · program services $60,040

  • 24a · Other expenses: Contract Expense

    total $576,823 · program services $576,823

  • 24b · Other expenses: Dues & Memberships

    total $76,536 · program services $76,536

  • 24c · Other expenses: Staffing Fees

    total $16,646 · program services $16,646

  • 24d · Other expenses: Bank Fees

    total $2,201 · program services $2,201

  • 24e · All other expenses

    total $35,869 · program services $35,869

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $952,428 · end of year $132,405

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $1,424,415

  • 4 · Accounts receivable

    beginning of year $5,331 · end of year $1,052

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,537 · end of year $15,320

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,479 · end of year $74,230

  • 19 · Deferred revenue

    beginning of year $528,079 · end of year $1,378,539

  • 25 · Other liabilities

    beginning of year $0 · end of year $16,540

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $482,738 · end of year $103,883

Mission and programs · 2023

Mission

Make Jewish life vibrant, accessible and secure in Columbus, Israel and around the world.

Activities or mission (Part I)

Provide a secure and vibrant Jewish Community in Columbus, Israel and around the world.

  • To exercise a substantial degree of direction over the policies, programs and activities of the Jewish Federation of Columbus and the Columbus Jewish Foundation.

    Expenses $5,465,514 · Revenue $5,021,740

As filed on the 2023 return.

Listed in Part VII

  • Liz Shafran

    Board Chair

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • Terri Meldrum

    Vice Chair, Exec Committee

    Total calculated
    $0
    Hours/week
    2

  • Harlan Louis

    Treasurer/Secretary

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • Audrey Tuckerman

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Josh Barkan

    Board Member

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Ayelet Ben-David

    Board Member

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • Nicki Bloch

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Max Brickman

    Board Member

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Andrea Britcher

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Feibel

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Patricia Finkelman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dr Michael Hallet

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Devorah Lipkind Weprin

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Michael Lord

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Allison Mautz

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sue Podell

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Harlan Robins

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Aimee Sanders

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Michael Schottenstein

    Board Member

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Andrew Smith

    Board Member

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Alex Weisler

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Steve Werman

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Dr Phil Weinerman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jim Winnegrad

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Julie Tilson Stanley

    President/CEO

    Total calculated
    $253,502
    From this org
    $216,228
    From related orgs
    $0
    Other
    $37,274
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $207,291
    Bonus
    $0
    Other
    $8,937
    Deferred
    $6,682
    Nontaxable benefits
    $30,592
    Filer's total
    $253,502

  • Tina Stieben

    CFOO

    Total calculated
    $194,585
    From this org
    $162,900
    From related orgs
    $0
    Other
    $31,685
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $162,622
    Bonus
    $0
    Other
    $278
    Deferred
    $5,132
    Nontaxable benefits
    $26,553
    Filer's total
    $194,585

  • Tamra Fitzpatrick

    Ex-Officio CFO

    Total calculated
    $197,960
    From this org
    $174,337
    From related orgs
    $0
    Other
    $23,623
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $173,180
    Bonus
    $0
    Other
    $1,157
    Deferred
    $5,453
    Nontaxable benefits
    $18,170
    Filer's total
    $197,960

  • Susan Tanur Ellman

    CIO

    Total calculated
    $150,984
    From this org
    $135,000
    From related orgs
    $0
    Other
    $15,984
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $131,690
    Bonus
    $0
    Other
    $3,310
    Deferred
    $4,056
    Nontaxable benefits
    $11,928
    Filer's total
    $150,984

  • Lori Wishne

    VP of Legacy Giving

    Total calculated
    $147,758
    From this org
    $130,944
    From related orgs
    $0
    Other
    $16,814
    Hours/week
    38 + 2 related

  • Joel Marcovitch

    Former President/CEO

    Total calculated
    $365,900
    From this org
    $341,387
    From related orgs
    $0
    Other
    $24,513
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $52,213
    Bonus
    $0
    Other
    $289,174
    Deferred
    $3,217
    Nontaxable benefits
    $21,296
    Filer's total
    $365,900

  • Naomi Lamb

    Former EVP/COO

    Total calculated
    $145,267
    From this org
    $123,597
    From related orgs
    $0
    Other
    $21,670
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $123,459
    Bonus
    $0
    Other
    $138
    Deferred
    $3,854
    Nontaxable benefits
    $17,816
    Filer's total
    $145,267

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a
The CEO has a budgeted discretionary spending account of $10,000 to be used for a donor cultivation and partner organization support.
Part I, Line 1b
No, the CEO cannot make recommendations without the CFO's approval that the funds are being used for the budgeted purpose.
Part I, Line 4a
The following individual received severance payments in 2023. These payments are reported as taxable compensation on Part II, column b(iii): Joel Markovitch, Severance - $289,015

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • Jewish Federation of Columbus

    501(c)(3) · Foster the welfare of the entire Jewish community · OH · controlled entity

    Directly controlled by JewishColumbus

  • Columbus Jewish Foundation

    501(c)(3) · Develop sustainable financial resources to support the Jewish community · OH · controlled entity

    Directly controlled by JewishColumbus

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SR Associates

    Unrelated · Rental Real Estate · OH

    Directly controlled by Columbus Jewish Foundation

Provenance

Return type
form_990
Tax year
2023
Filed
25 April 2025
IRS schema version
2023v6.0
Source object
202541189349300834

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