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Nonprofiteer
← UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC

Form 990 for tax year 2022

Filed by UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC.

Totals

Total revenue
$262,184,000
Total expenses
$272,160,000
Contributions and grants received
$209,215,000
Grants paid
$185,290,000
Program service revenue
$1,157,000
Investment income
$56,922,000
Other revenue
-$5,110,000
Total assets, end of year
$1,608,029,000
Total liabilities, end of year
$161,289,000
Net assets or fund balances, end of year
$1,446,740,000
Program services expenses (Part IX)
$211,121,000
Management and general expenses
$26,329,000
Fundraising expenses
$34,710,000
Program service expenses (Part III)
$211,121,000

Program services were 77.6% 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.

  • 1c · Fundraising events

    $35,672,000

  • 1d · Related organizations

    $25,475,000

  • 1f · All other contributions, gifts and grants

    $148,068,000

  • 1g · Noncash contributions included above

    $5,365,000

  • 2a · Program service revenue: TRUST FOR DISAB ADULTS

    total $702,000 · related or exempt $702,000

  • 2b · Program service revenue: PUBLIC POLICY SERVICES

    total $1,000 · related or exempt $1,000

  • 2f · All other program service revenue

    total $454,000 · related or exempt $454,000

  • 3 · Investment income

    total $12,781,000 · related or exempt $10,246,000 · unrelated business $2,535,000

  • 6a · Gross rents

    real property $139,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $139,000

  • 6d · Net rental income or loss

    total $139,000 · excluded $139,000

  • 7a · Gross sales of assets other than inventory

    securities $597,235,000

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

    securities $553,094,000

  • 7c · Gain or loss

    securities $44,141,000

  • 7d · Net gain or loss

    total $44,141,000 · related or exempt $44,141,000

  • 8a · Fundraising events: gross income

    $4,173,000

  • 8a · Fundraising events: contributions included on line 1c

    $35,672,000

  • 8b · Fundraising events: direct expenses

    $9,710,000

  • 8c · Net income from fundraising events

    total -$5,537,000 · excluded -$5,537,000

  • 11a · Other revenue: PENSION PLAN ADMIN FEE

    total $41,000 · related or exempt $41,000

  • 11d · All other revenue

    total $247,000 · related or exempt $247,000

  • 11e · Other revenue, total

    $288,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $183,483,000 · program services $183,483,000

  • 2 · Grants to domestic individuals

    total $1,807,000 · program services $1,807,000

  • 5 · Compensation of officers, directors and key employees

    total $5,413,000 · program services $1,390,000 · management and general $2,512,000 · fundraising $1,511,000

  • 7 · Other salaries and wages

    total $38,497,000 · program services $8,181,000 · management and general $12,072,000 · fundraising $18,244,000

  • 8 · Pension plan contributions

    total $2,511,000 · program services $515,000 · management and general $792,000 · fundraising $1,204,000

  • 9 · Other employee benefits

    total $8,232,000 · program services $1,853,000 · management and general $2,669,000 · fundraising $3,710,000

  • 10 · Payroll taxes

    total $2,833,000 · program services $598,000 · management and general $905,000 · fundraising $1,330,000

  • 11b · Fees: legal

    total $323,000 · program services $164,000 · management and general $135,000 · fundraising $24,000

  • 11c · Fees: accounting

    total $490,000 · management and general $490,000

  • 11d · Fees: lobbying

    total $160,000 · program services $160,000

  • 11e · Fees: professional fundraising services

    total $245,000 · fundraising $245,000

  • 11f · Fees: investment management

    total $411,000 · management and general $411,000

  • 11g · Fees: other

    total $3,582,000 · program services $2,164,000 · management and general $913,000 · fundraising $505,000

  • 12 · Advertising and promotion

    total $1,432,000 · program services $371,000 · management and general $346,000 · fundraising $715,000

  • 13 · Office expenses

    total $2,460,000 · program services $534,000 · management and general $314,000 · fundraising $1,612,000

  • 14 · Information technology

    total $1,718,000 · program services $164,000 · management and general $1,138,000 · fundraising $416,000

  • 16 · Occupancy

    total $3,731,000 · program services $672,000 · management and general $1,028,000 · fundraising $2,031,000

  • 17 · Travel

    total $1,382,000 · program services $973,000 · management and general $171,000 · fundraising $238,000

  • 19 · Conferences, conventions and meetings

    total $79,000 · program services $48,000 · management and general $12,000 · fundraising $19,000

  • 20 · Interest

    total $2,197,000 · program services $1,505,000 · management and general $460,000 · fundraising $232,000

  • 22 · Depreciation, depletion and amortization

    total $6,114,000 · program services $3,742,000 · management and general $972,000 · fundraising $1,400,000

  • 23 · Insurance

    total $644,000 · management and general $644,000

  • 24a · Other expenses: SCHOLARSHIPS AND TUITIO

    total $1,574,000 · program services $1,554,000 · management and general $14,000 · fundraising $6,000

  • 24b · Other expenses: INS ON BEHALF OF AGENCI

    total $600,000 · program services $600,000

  • 24c · Other expenses: CREDIT CARD FEES

    total $539,000 · management and general $5,000 · fundraising $534,000

  • 24d · Other expenses: TEMPORARY PERSONNEL

    total $397,000 · program services $9,000 · management and general $114,000 · fundraising $274,000

  • 24e · All other expenses

    total $1,306,000 · program services $634,000 · management and general $212,000 · fundraising $460,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,564,000 · end of year $26,304,000

  • 2 · Savings and temporary cash investments

    beginning of year $96,181,000 · end of year $45,993,000

  • 3 · Pledges and grants receivable

    beginning of year $98,985,000 · end of year $102,528,000

  • 4 · Accounts receivable

    beginning of year $14,285,000 · end of year $12,799,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,996,000 · end of year $2,717,000

  • 10a · Land, buildings and equipment: cost or other basis

    $82,416,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $34,894,000

  • 10c · Land, buildings and equipment, net

    beginning of year $49,262,000 · end of year $47,522,000

  • 11 · Investments: publicly traded securities

    beginning of year $462,412,000 · end of year $80,801,000

  • 12 · Investments: other securities

    beginning of year $678,323,000 · end of year $1,145,614,000

  • 13 · Investments: program-related

    beginning of year $26,758,000 · end of year $33,840,000

  • 15 · Other assets

    beginning of year $145,165,000 · end of year $109,911,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,674,000 · end of year $28,440,000

  • 18 · Grants payable

    beginning of year $25,440,000 · end of year $25,644,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $11,651,000 · end of year $8,588,000

  • 21 · Escrow or custodial account liability

    beginning of year $52,269,000 · end of year $3,351,000

  • 25 · Other liabilities

    beginning of year $99,107,000 · end of year $95,266,000

  • 27 · Net assets without donor restrictions

    beginning of year $581,534,000 · end of year $634,826,000

  • 28 · Net assets with donor restrictions

    beginning of year $811,256,000 · end of year $811,914,000

Mission and programs · 2022

Mission

UJA-FEDERATION OF NEW YORK (UJA) CARES FOR JEWS EVERYWHERE AND NEW YORKERS OF ALL BACKGROUNDS, RESPONDS TO CRISES CLOSE TO HOME AND FAR AWAY, AND SHAPES THE JEWISH FUTURE. UJA PROVIDES FUNDING & OTHER RESOURCES TO OVER 400 ORGANIZATIONS INCLUDING A (CONT. ON SCHEDULE O) CORE NETWORK OF 65 HEALTH, HUMAN-SERVICE, EDUCATIONAL, & COMMUNITY-BUILDING INSTITUTIONS. ITS GOVERNMENT ADVOCACY HELPS THEM SECURE TENS OF MILLIONS OF DOLLARS ANNUALLY FOR SERVICES TO NEW YORKERS IN NEED. THROUGH RESEARCH AND CONVENING EXPERTS, UJA DELIVERS STRATEGIC SOLUTIONS TO EMERGING ISSUES AFFECTING THE JEWISH AND BROADER COMMUNITY. WHEN COVID STRUCK, UJA MOBILIZED ITS NETWORK AND RESOURCES TO HELP VULNERABLE NEW YORKERS AND DEVELOPED A PLAN TO ENSURE JEWISH INSTITUTIONS COULD CONTINUE TO SERVE THE COMMUNITY WHEN THE PANDEMIC ENDS. MORE RECENTLY, UJA HAS MOBILIZED ITS NETWORK OF PARTNERS AND GRANTEES TO RESPOND TO HUMANITARIAN CRISES, FROM THE WAR IN UKRAINE TO NATURAL DIASTERS BOTH DOMESTICALLY AND OVERSEAS.

Activities or mission (Part I)

UJA-FEDERATION CARES FOR JEWS AND ALL NEW YORKERS,RESPONDS TO CRISES AND SHAPES THE JEWISH FUTURE.

  • CARING FOR PEOPLE IN NEED AND RESPONDING TO CRISES: UJA ALLOCATES FUNDS TO NONPROFITS TO SUPPORT PROGRAMS THAT PROVIDE CRITICAL AID AND SERVICES TO HUNDREDS OF THOUSANDS OF PEOPLE EACH YEAR IN NEW YORK CITY, WESTCHESTER COUNTY, AND LONG ISLAND. THESE NONPROFITS SERVE BOTH JEWS AND THE BROADER NEW YORK COMMUNITY, INCLUDING NEEDY IMMIGRANTS, SENIORS, HOLOCAUST SURVIVORS, SINGLE PARENTS, AND PEOPLE WITH AUTISM AND DISABILITIES. THE SERVICES THEY PROVIDE INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE AND PALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS, VOCATIONAL EDUCATION AND GUIDANCE, AND CITIZENSHIP AND ACCULTURATION SKILLS. DURING THE PANDEMIC, UJA PROVIDED ADDITIONAL SUPPORT (CONT. ON SCHEDULE O)BEYOND ITS NORMAL ACTIVITIES, INCLUDING EMERGENCY CASH ASSISTANCE, ADDITIONAL ASSISTANCE TO FOOD PANTRIES, AND ENHANCED MENTAL HEALTH SERVICES AND EMPLOYMENT COUNSELING.UJA ALSO PROMOTES VOLUNTEERISM, FACILITATING THE RECRUITMENT AND TRAINING OF VOLUNTEERS WHO SERVE CLIENTS AT DOZENS OF NONPROFITS. UJA SUPPORTS PROGRAMS IN ISRAEL AND IN NEARLY 70 OTHER COUNTRIES AROUND THE WORLD THAT PROVIDE BASIC HUMAN SERVICES AND ENABLE IMMIGRATION TO ISRAEL BY JEWS LIVING IN AT-RISK COMMUNITIES. IN THE AFTERMATH OF NATURAL DISASTERS IN THE US AND ABROAD, AND TERRORISM AND WARS IN ISRAEL AND ELSEWHERE, UJA, THROUGH ITS NONPROFIT PARTNERS, ASSISTS VICTIMS, PROVIDES TRAUMA RELIEF TO INDIVIDUALS AND COMMUNITIES, AND WORKS TO BUILD RESILIENCE. RESPONDING TO INCREASING ANTI-SEMITISM, UJA HAS DEVELOPED AND FUNDED PROGRAMS TO ENHANCE SECURITY FOR JEWISH INSTITUTIONS IN THE NEW YORK AREA.

    Expenses $117,749,000 · Grants $103,342,000

  • DEEPENING JEWISH ENGAGEMENT AND STRENGTHENING JEWISH COMMUNITIES ("JEWISH LIFE"):UJA SUPPORTS INNOVATIVE INITIATIVES THAT ENCOURAGE JEWS OF ALL AGES TO EXPLORE THEIR JEWISH IDENTITY AND PROVIDES FUNDS FOR A RANGE OF PROGRAMS THAT SERVE A DIVERSE JEWISH COMMUNITY. THESE PROGRAMS STRENGTHEN SYNAGOGUES, SUPPORT COLLEGE STUDENTS BY PROMOTING JEWISH LIFE ON CAMPUS, CONNECT YOUNG JEWS TO ISRAEL, AND CREATE A COMMUNITY THAT IS INCLUSIVE AND WELCOMING FOR THE FULL DIVERSITY OF JEWS. AS PART OF ITS COMMITMENT TO EDUCATION AND LIFELONG LEARNING, UJA PROVIDES SUPPORT FOR INFORMAL AND FORMAL JEWISH EDUCATIONAL PROGRAMS FOR BOTH CHILDREN AND ADULTS. UJA ALSO PROVIDES FUNDS FOR SCHOLARSHIPS AND (CONT. ON SCHEDULE O)TEACHER BENEFITS AT JEWISH DAY SCHOOLS AND SCHOLARSHIPS FOR ISRAEL EXPERIENCE PROGRAMS AND JEWISH SUMMER DAY AND OVERNIGHT CAMPS, ALL IMPORTANT PLATFORMS FOR POSITIVE JEWISH EXPERIENCE AND ENGAGEMENT. RECOGNIZING THAT ISRAEL IS FUNDAMENTAL TO THE JEWISH PAST, PRESENT, AND FUTURE, UJA ALSO HELPS JEWS WHO CHOOSE TO IMMIGRATE TO ISRAEL. IN ADDITION, UJA INVESTS IN STRENGTHENING ISRAELI CIVIL SOCIETY TO PROMOTE AN INCLUSIVE, DEMOCRATIC, AND THRIVING JEWISH STATE. IN BOTH ISRAEL AND NEW YORK, UJA SUPPORTS COMMUNITY RELATIONS ORGANIZATIONS THAT PROMOTE EQUALITY AND MUTUAL RESPECT AMONG DIVERSE POPULATIONS AND STRENGTHEN RELATIONSHIPS BETWEEN JEWS AND THE BROADER COMMUNITY, ADVOCATING AROUND ISSUES OF COMMON CAUSE.

    Expenses $93,372,000 · Grants $81,948,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amy Ab Bressman

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David L Moore

    CHAIR OF THE BOARD/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jeffrey A Keswin

    TREASURER/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jodi J Schwartz

    GENERAL PLANNING CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David A Landau

    PLANNING CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Neil J Sandler

    PLANNING CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Geula Solomon

    PLANNING CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jane Dresner Sadaka

    GENERAL CAMPAIGN CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Marc A Utay

    GENERAL CAMPAIGN CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Kim Hartman

    CHAIR, UJA WOMEN/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Isaac S Chera

    CHAIR,PLANNED GIVING & ENDOWNMENTS

    Total calculated
    $0
    Hours/week
    0
  • Jeffrey A Schoenfeld

    CHAIR,ALLOCATIONS STEERING COMMITTEE

    Total calculated
    $0
    Hours/week
    0
  • Lloyd C Blankfein

    EXEC. COMM. AT LARGE/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Scott Jaffee

    EXEC. COMM. AT LARGE/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Eric S Schwartz

    EXEC. COMM. AT LARGE/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Tara Slone-Goldstein

    EXEC. COMM. AT LARGE/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Merryl H Tisch

    EXEC. COMM. AT LARGE/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Dorit Corwin

    SPECIAL ADVISOR TO THE PRESIDENT

    Total calculated
    $0
    Hours/week
    0
  • Ari Ackerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Nicole Agus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Rachel Ain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jeffrey H Aronson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Staci Barber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Pamela Barnett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Michael R Baron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Brett H Barth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Helaine Suval Beckerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Gayle Berg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Donald Bernstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Jonathan E Blake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lloyd C Blankfein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Daniel B Blaser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Laurie E Blitzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lee J Brodsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Daniel J Bursky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Emily Caslow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jay D Chazanoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Joel Citron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lawrence J Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Matthew Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Elliot J Cosgrove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Joshua M Davidson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Camille Dunst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David B Edelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jonathan M Estreich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Steven A Exler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David Farhi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jeffrey Feig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lori Fife

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Benjamin Finkelstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Kyrill Firshein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lauren Fixel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Steven J Fredman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Cheri Friedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Kara Friedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Zoya Raynes Friedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Eva Galpern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Marc Gary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Abigail G Geller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Caren Osten Gerszberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Daniel S Glass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lee Jason Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Peter J Goldman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Wayne K Goldstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Mz Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Judy Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Alyssa Greenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Laura B Greenfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Gladys Haddad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jamie A Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Scott Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Susan K Held

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Stacy Einhorn Helfstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Scott Jaffee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Tricia Kallett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jay B Kasner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Dayle H Katz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Richard L Kay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Patricia Kenner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Michael R Kessler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Steven Khadavi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • E Temma Kingsley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Andrew D Klaber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Brett S Klein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Arlene Kleinberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Vickie G Kobak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lois Kohn-Claar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Joseph Koicim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Douglas R Korn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Alexandra Kosslyn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Albert Laboz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Shulamit Leviant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Brian S Lichter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Hadassah Lieberman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Ray Lindenbaum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Barry S Lovell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Marge Magner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Arlene Esses Maidman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Kyle Koeppel Mann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Solita Marcelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Cindy Masters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Avner Mendelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Kerry Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Paul Millman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Alan G Mnuchin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jennifer R Weis Monsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Jonathan Morgenstern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Joshua L Nash

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Charles M Nathan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Barry Ness

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Warren S Newcorn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Elyse Newhouse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Stacey Novick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Suzanne F Peck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Linda Plattus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Joseph Rafalowicz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Vlad Rashkovich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David L Resnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Gedaliah Riesenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Seryl Elana Ritter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Shaul S Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Richard A Rosen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David G Rothman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Amy Ruben

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jacob M Safra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Barbara D Salmanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Susan Sappin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Edward Sassower

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Louis J Shamie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Sarene P Shanus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Shimon Shkury

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David Silvers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Patricia Silvers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Gerald C Skolnik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jill Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Suzanne Stadler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Tracy S Stein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jeffrey M Stern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Michael L Stern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rachel R Stern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rada Sumareva

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Dorothy Tananbaum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Rachel Timoner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • John Usdan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Dena Rosenberg Verhoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Michael Vickers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Teri Volpert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Shai Y Waisman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Vicki Warner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • David Wasserman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Debra Wasserman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Peter Webb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Beth Weingarten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Adam F Weissenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Judith West

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Bruce Wexler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Cynthia G Wolff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lynne Wolitzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Nancy Zaro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Vivian Zelter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Mauri K Chotin-Zemachson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rabbi Irwin Zeplowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Rachel Zuckerbrot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Eric S Goldstein

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $879,887
    From this org
    $822,024
    From related orgs
    $0
    Other
    $57,863
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $612,520
    Bonus
    $200,000
    Other
    $9,504
    Deferred
    $9,150
    Nontaxable benefits
    $52,752
    Filer's total
    $883,926
  • Irvin Arosenthal-Term123122

    CHIEF FINANCIAL OFFICER

    Total calculated
    $663,660
    From this org
    $557,969
    From related orgs
    $0
    Other
    $105,691
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $496,472
    Bonus
    $0
    Other
    $61,497
    Deferred
    $54,128
    Nontaxable benefits
    $54,639
    Filer's total
    $666,736
  • Ellen R Zimmerman

    SECRETARY/GEN'L COUNSEL & CCO

    Total calculated
    $440,238
    From this org
    $401,218
    From related orgs
    $0
    Other
    $39,020
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $383,708
    Bonus
    $0
    Other
    $17,510
    Deferred
    $19,919
    Nontaxable benefits
    $22,465
    Filer's total
    $443,602
  • Mark Medin

    EXEC. VICE PRESIDENT - FRD

    Total calculated
    $1,198,688
    From this org
    $962,909
    From related orgs
    $0
    Other
    $235,779
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $581,532
    Bonus
    $375,000
    Other
    $6,377
    Deferred
    $188,476
    Nontaxable benefits
    $51,295
    Filer's total
    $1,202,680
  • Devana Cohen

    CHIEF INVESTMENT OFFICER

    Total calculated
    $890,218
    From this org
    $860,512
    From related orgs
    $0
    Other
    $29,706
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $583,634
    Bonus
    $274,844
    Other
    $2,034
    Deferred
    $9,150
    Nontaxable benefits
    $24,563
    Filer's total
    $894,225
  • Graham Cannon

    CHIEF MARKETING OFFICER

    Total calculated
    $437,859
    From this org
    $379,750
    From related orgs
    $0
    Other
    $58,109
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $374,149
    Bonus
    $0
    Other
    $5,601
    Deferred
    $11,956
    Nontaxable benefits
    $49,496
    Filer's total
    $441,202
  • Deborah Joselow

    CHIEF PLANNING OFFICER

    Total calculated
    $432,056
    From this org
    $367,748
    From related orgs
    $0
    Other
    $64,308
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $362,355
    Bonus
    $0
    Other
    $5,393
    Deferred
    $19,855
    Nontaxable benefits
    $47,755
    Filer's total
    $435,358
  • Louisa Chafee-Term 3123

    SENIOR VICE PRESIDENT

    Total calculated
    $331,260
    From this org
    $329,901
    From related orgs
    $0
    Other
    $1,359
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $328,251
    Bonus
    $0
    Other
    $1,650
    Deferred
    $1,359
    Nontaxable benefits
    $3,172
    Filer's total
    $334,432
  • Ruth Raskas-Hired 7522

    CHIEF GROWTH OFFICER

    Total calculated
    $152,601
    From this org
    $151,979
    From related orgs
    $0
    Other
    $622
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $151,569
    Bonus
    $0
    Other
    $410
    Deferred
    $0
    Nontaxable benefits
    $1,761
    Filer's total
    $153,740
  • Brittany Laroche

    DIRECTOR, INVESTMENTS

    Total calculated
    $362,468
    From this org
    $354,725
    From related orgs
    $0
    Other
    $7,743
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $273,696
    Bonus
    $80,885
    Other
    $144
    Deferred
    $7,743
    Nontaxable benefits
    $1,273
    Filer's total
    $363,741
  • Elliot Hasdan

    DIRECTOR, INVESTMENTS

    Total calculated
    $447,057
    From this org
    $393,536
    From related orgs
    $0
    Other
    $53,521
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $286,980
    Bonus
    $106,394
    Other
    $162
    Deferred
    $9,150
    Nontaxable benefits
    $45,676
    Filer's total
    $448,362
  • Stuart Tauber

    VICE PRESIDENT, REGIONS

    Total calculated
    $384,179
    From this org
    $314,695
    From related orgs
    $0
    Other
    $69,484
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $304,765
    Bonus
    $0
    Other
    $9,930
    Deferred
    $16,877
    Nontaxable benefits
    $55,409
    Filer's total
    $386,981
  • William Samers

    VP, PLANNED GIVING & ENDOWNMENTS

    Total calculated
    $368,717
    From this org
    $307,208
    From related orgs
    $0
    Other
    $61,509
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $304,176
    Bonus
    $0
    Other
    $3,032
    Deferred
    $9,946
    Nontaxable benefits
    $54,719
    Filer's total
    $371,873
  • Courtney Weinstein

    VICE PRESIDENT, AFFINITY

    Total calculated
    $302,953
    From this org
    $293,901
    From related orgs
    $0
    Other
    $9,052
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $293,286
    Bonus
    $0
    Other
    $615
    Deferred
    $9,052
    Nontaxable benefits
    $3,071
    Filer's total
    $306,024
  • Luz Liebeskind-Hired 121922

    CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    35

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PARTICIPATION: THE FOLLOWING EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA UNTIL THE AGE OF VESTING UNDER THE NON-QUALIFIED RETIREMENT PLAN IN ORDER TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2022 - JUNE 30, 2023 AND REFLECTED IN SCHEUDLE J, PART II, COLUMN C: MARK MEDIN - $29,476 IRVIN ROSENTHAL - $16,809 ELLEN ZIMMERMAN - $4,843 DEBORAH JOSELOW - $4,068 GRAHAM CANNON - $2,836 STUART TAUBER - $1,801 WILLIAM SAMERS - $911 COURTNEY WEINSTEIN - $47 MARK MEDIN - SCHEDULE J, PART II, COLUMN B (II) $375,000 ,WAS PAID IN FISCAL 2023 FOR SATISFYING THE CRITERIA OF REMAINING IN THE EMPLOY OF UJA FROM OCTOBER 1, 2019 UNTIL SEPTEMBER 30, 2022. SCHEDULE J, PART II, COLUMN F, $343,750 IS THE PORTION OF THE $375,000 BONUS THAT WAS PAID IN FISCAL 2023 BUT REPORTED IN PREVIOUS FORM 990S, SPECIFICALLY IN SCHEDULE J, PART II, COLUMN C IN FISCAL 2020 THROUGH 2022. THE BALANCE OF $31,250 IS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR FISCAL 2023. IN ORDER TO RECEIVE THE FOLLOWING BENEFITS REPORTED IN SCHEDULE J, PART II, COLUMN C, MARK MEDIN MUST REMAIN IN THE EMPLOY OF UJA UNTIL: SEPTEMBER 30, 2022 - $31,250 SEPTEMBER 30, 2025 - $112,500

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 212-00 23RD AVENUE LLC

    REAL ESTATE HOLDING LLC · NY · assets $750,000

    Directly controlled by UJA

  • 3328 CONEY ISLAND AVENUE LLC

    REAL ESTATE HOLDING LLC · NY · assets $720,000

    Directly controlled by UJA

  • 344 EAST 14 STREET LLC

    REAL ESTATE HOLDING LLC · NY · assets $0

    Directly controlled by UJA

  • 3495 NOSTRAND AVENUE LLC

    REAL ESTATE HOLDING LLC · NY · assets $2,570,000

    Directly controlled by UJA

  • 58-20 LITTLE NECK PKWY LLC

    REAL ESTATE HOLDING LLC · NY · assets $0

    Directly controlled by UJA

  • 9502 SEAVIEW AVENUE LLC

    REAL ESTATE HOLDING LLC · NY · assets $0

    Directly controlled by UJA

  • 185 COLONIAL SPRINGS ROAD LLC

    REAL ESTATE HOLDING LLC · NY · assets $0

    Directly controlled by UJA

  • 392 DENNYTOWN ROAD LLC

    REAL ESTATE HOLDING LLC · NY · income $102,000 · assets $2,307,000

    Directly controlled by UJA

  • QH QUEENS BOULEVARD LLC

    REAL ESTATE HOLDING LLC · NY · income $37,000 · assets $9,145,000

    Directly controlled by UJA

Related partnerships

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

  • 225 FOURTH COMPANY HOLDING LLC

    UNRELATED · REAL ESTATE · NY · 25% owned · share of income $25,000 · general or managing partner

  • NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND LLC

    UNRELATED · INVESTMENTS · DE · 91.7% owned · share of income $34,667,000 · share of assets $1,064,074,000 · general or managing partner

    Directly controlled by UJA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NETWORK ADVANTAGE LTD

    C · INVESTMENT COMPANY · BD · 100% owned · share of income -$2,032,000 · share of assets $16,734,000 · controlled entity

  • NETWORK AGENCY INSURANCE LTD

    C · CAPTIVE INSURANCE COMPANY · BD · 100% owned · share of income $7,927,000 · share of assets $63,492,000 · controlled entity

  • CHARITABLE REMAINDER TRUSTS (28)

    CHARITABLE REMAINDER TRUSTS · NY · controlled entity

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND LLC

    $1,037,249,000

    Disposition · INVESTMENT ASSETS · Jul 1, 2022 · LLC

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349312096

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

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