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Nonprofiteer
← JEWISH FEDERATION OF OMAHA FOUNDATION

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF OMAHA FOUNDATION.

Totals

Total revenue
$16,843,346
Total expenses
$19,254,882
Contributions and grants received
$10,993,322
Grants paid
$18,576,196
Program service revenue
$0
Investment income
$5,792,456
Other revenue
$57,568
Total assets, end of year
$130,842,917
Total liabilities, end of year
$15,148,561
Net assets or fund balances, end of year
$115,694,356
Program services expenses (Part IX)
$18,578,748
Management and general expenses
$10,944
Fundraising expenses
$665,190
Program service expenses (Part III)
$18,578,748

Program services were 96.5% 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.

  • 1d · Related organizations

    $1,221,347

  • 1f · All other contributions, gifts and grants

    $9,771,975

  • 1g · Noncash contributions included above

    $5,297,099

  • 3 · Investment income

    total $2,348,772 · unrelated business $48,002 · excluded $2,300,770

  • 7a · Gross sales of assets other than inventory

    securities $8,161,282

  • 7b · Less cost or other basis and sales expenses

    securities $4,717,598

  • 7c · Gain or loss

    securities $3,443,684

  • 7d · Net gain or loss

    total $3,443,684 · excluded $3,443,684

  • 11a · Other revenue: FUND FEES

    total $57,568 · related or exempt $57,568

  • 11e · Other revenue, total

    $57,568

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,512,496 · program services $18,512,496

  • 2 · Grants to domestic individuals

    total $63,700 · program services $63,700

  • 11c · Fees: accounting

    total $10,025 · fundraising $10,025

  • 11f · Fees: investment management

    total $10,944 · management and general $10,944

  • 11g · Fees: other

    total $11,220 · fundraising $11,220

  • 12 · Advertising and promotion

    total $5,977 · fundraising $5,977

  • 13 · Office expenses

    total $14,421 · program services $134 · fundraising $14,287

  • 14 · Information technology

    total $9,408 · fundraising $9,408

  • 16 · Occupancy

    total $25,669 · fundraising $25,669

  • 17 · Travel

    total $736 · program services $292 · fundraising $444

  • 19 · Conferences, conventions and meetings

    total $214 · fundraising $214

  • 24a · Other expenses: REIMBURSEMENT - SALARIE

    total $418,017 · fundraising $418,017

  • 24b · Other expenses: REIMBURSEMENT - PAYROLL

    total $31,180 · fundraising $31,180

  • 24c · Other expenses: REIMBURSEMENT - BENEFIT

    total $25,222 · fundraising $25,222

  • 24e · All other expenses

    total $115,653 · program services $2,126 · fundraising $113,527

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,071 · end of year $1,212

  • 2 · Savings and temporary cash investments

    beginning of year $2,003,370 · end of year $1,539,899

  • 4 · Accounts receivable

    beginning of year $1,055,682 · end of year $1,095,145

  • 11 · Investments: publicly traded securities

    beginning of year $89,158,652 · end of year $95,342,583

  • 12 · Investments: other securities

    beginning of year $32,781,705 · end of year $32,789,604

  • 13 · Investments: program-related

    beginning of year $101,954 · end of year $51,954

  • 15 · Other assets

    beginning of year $11,860 · end of year $22,520

  • 17 · Accounts payable and accrued expenses

    beginning of year $224,105 · end of year $395,845

  • 21 · Escrow or custodial account liability

    beginning of year $13,388,934 · end of year $14,752,716

  • 25 · Other liabilities

    beginning of year $98,569 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $76,488,601 · end of year $81,074,387

  • 28 · Net assets with donor restrictions

    beginning of year $34,924,085 · end of year $34,619,969

Mission and programs · 2023

Mission

TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.

  • 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.

    Expenses $18,578,748 · Grants $18,576,196 · Revenue $57,568

As filed on the 2023 return.

Listed in Part VII

  • Bob Belgrade

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • David Gilinsky

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Donald Goldstein

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Andrew Robinson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Steven Bloch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Epstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ted Friedland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kip Gordman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Howard Kooper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Murray H Newman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Nogg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Norton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carl Riekes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacey Erman Rockman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Michael Abramson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay Gordman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Troy Meyerson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Louri Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Bernstein Shivvers

    FOUNDATION DIRECTOR

    Total calculated
    $175,252
    From this org
    $0
    From related orgs
    $174,188
    Other
    $1,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $173,041 related
    Bonus
    $0 + $1,147 related
    Other
    $0
    Deferred
    $0 + $688 related
    Nontaxable benefits
    $0 + $376 related
    Filer's total
    $0 + $175,252 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 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 3
COMPENSATION FOR THE FOUNDATION DIRECTOR IS PAID BY THE JEWISH FEDERATION OF OMAHA, A RELATED TAX-EXEMPT ORGANIZATION.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202521209349303322

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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