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Nonprofiteer
← JLENS

Form 990 for tax year 2023

Filed by JLENS.

Totals

Total revenue
$799,655
Total expenses
$682,766
Contributions and grants received
$711,110
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$88,545
Total assets, end of year
$561,216
Total liabilities, end of year
$1,307
Net assets or fund balances, end of year
$559,909
Program services expenses (Part IX)
$493,986
Management and general expenses
$141,768
Fundraising expenses
$47,012
Program service expenses (Part III)
$493,986

Program services were 72.4% 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

    $446,950

  • 1f · All other contributions, gifts and grants

    $264,160

  • 5 · Royalties

    total $88,545 · related or exempt $88,545

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $373,072 · program services $298,458 · management and general $37,307 · fundraising $37,307

  • 9 · Other employee benefits

    total $48,838 · program services $39,070 · management and general $4,884 · fundraising $4,884

  • 10 · Payroll taxes

    total $26,570 · program services $21,256 · management and general $2,657 · fundraising $2,657

  • 11b · Fees: legal

    total $23,357 · management and general $23,357

  • 11c · Fees: accounting

    total $5,850 · management and general $5,850

  • 11g · Fees: other

    total $168,416 · program services $117,891 · management and general $50,525

  • 13 · Office expenses

    total $668 · program services $534 · management and general $67 · fundraising $67

  • 14 · Information technology

    total $627 · program services $501 · management and general $63 · fundraising $63

  • 16 · Occupancy

    total $11,122 · program services $8,898 · management and general $1,112 · fundraising $1,112

  • 17 · Travel

    total $5,520 · program services $4,416 · management and general $552 · fundraising $552

  • 23 · Insurance

    total $15,024 · management and general $15,024

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $3,702 · program services $2,962 · management and general $370 · fundraising $370

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $432,984 · end of year $526,216

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,096

  • 15 · Other assets

    beginning of year $0 · end of year $35,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,060 · end of year $1,307

  • 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 $443,020 · end of year $559,909

Mission and programs · 2023

Mission

JLENS PROMOTES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE SOCIAL RESPONSIBILITY, TWO IMPORTANT MOVEMENTS WHERE FAITH COMMUNITIES HAVE LEADERSHIP ROLES. (CONTINUED IN SCH. O)JLENS PROVIDES EDUCATION, RESEARCH AND ADVOCACY INSPIRED BY JEWISH WISDOM AND TEXTS RELATED TO SOCIAL AND ENVIRONMENTAL ISSUES, AND ETHICAL BUSINESS CONSIDERATIONS. JLENS RESEARCH AND ADVOCACY FORMS THE BASIS OF THE JEWISH ADVOCACY STRATEGY, A LIST OF PUBLIC COMPANIES THAT ALIGN WITH JEWISH VALUES AND BENEFIT FROM JLENS ADVOCACY EFFORTS TO IMPROVE CORPORATE BEHAVIOR ON SOCIAL, ENVIRONMENTAL AND OTHER JEWISH VALUES-ALIGNED CONCERNS.

Activities or mission (Part I)

JLENS PROMOTES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE RESPONSIBILITY.

  • SEE SCHEDULE OENGAGED MAJOR JEWISH INSTITUTIONS IN JEWISH VALUES-BASED INVESTING THROUGH THE JEWISH ADVOCACY STRATEGY, THE ONLY SCREENING, RESEARCH AND ADVOCACY STRATEGY ENGAGING IN SHAREHOLDER ADVOCACY ON JEWISH COMMUNAL CONCERNS. DEVELOPED A JEWISH VALUES FRAMEWORK FOR ASSESSING CORPORATE BEHAVIOR BY APPLYING ANCIENT JEWISH TEXT, TRADITION AND WISDOM TO TODAY'S INVESTMENT PROCESS. EVALUATED AND SCORED MANY OF THE LARGEST US AND INTERNATIONAL PUBLIC COMPANIES ON THEIR PERFORMANCE ON SIX JEWISH VALUES SCORECARDS. IMPROVED CORPORATE POLICY AND PRACTICE IN ALIGNMENT WITH JEWISH VALUES AND COMMUNAL PRIORITIES BY UTILIZING SHAREHOLDER ADVOCACY TACTICS. REPRESENTED THE JEWISH COMMUNITY IN MANY INVESTOR GROUPS AND COALITIONS FOCUSED ON A VARIETY OF ENVIRONMENTAL, SOCIAL AND GOVERNANCE ISSUES. WORKED TO COMBAT ANTISEMITISM AND ANTI-ISRAEL BIAS IN THE INVESTING AND CORPORATE FIELDS.

    Expenses $493,986 · Revenue $88,545

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GREGORY LIBERTINY

    TREASURER

    Total calculated
    $352,841
    From this org
    $0
    From related orgs
    $313,882
    Other
    $38,959
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,864 related
    Bonus
    $0 + $30,360 related
    Other
    $0 + $11,658 related
    Deferred
    $0 + $1,257 related
    Nontaxable benefits
    $0 + $37,702 related
    Filer's total
    $0 + $352,841 related

  • ADAM NEUFELD

    SECRETARY

    Total calculated
    $332,172
    From this org
    $0
    From related orgs
    $326,437
    Other
    $5,735
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,288 related
    Bonus
    $0 + $40,360 related
    Other
    $0 + $789 related
    Deferred
    $0 + $3,755 related
    Nontaxable benefits
    $0 + $1,980 related
    Filer's total
    $0 + $332,172 related

  • DEB LEIPZIG

    CHAIRPERSON

    Total calculated
    $298,477
    From this org
    $0
    From related orgs
    $240,149
    Other
    $58,328
    Hours/week
    3 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,769 related
    Bonus
    $0 + $12,360 related
    Other
    $0 + $1,020 related
    Deferred
    $0 + $3,430 related
    Nontaxable benefits
    $0 + $54,898 related
    Filer's total
    $0 + $298,477 related

  • ERIC MARTIN - SENIOR DIRECTOR

    OPERATIONS & INVESTMENTS

    Total calculated
    $196,814
    From this org
    $144,463
    From related orgs
    $0
    Other
    $52,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,714
    Bonus
    $0
    Other
    $1,749
    Deferred
    $0
    Nontaxable benefits
    $52,351
    Filer's total
    $196,814

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

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433189349304663

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