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

Form 990 for tax year 2023

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

Totals

Total revenue
$484,266,000
Total expenses
$358,630,000
Contributions and grants received
$424,217,000
Grants paid
$263,501,000
Program service revenue
$956,000
Investment income
$63,695,000
Other revenue
-$4,602,000
Total assets, end of year
$1,807,599,000
Total liabilities, end of year
$162,769,000
Net assets or fund balances, end of year
$1,644,830,000
Program services expenses (Part IX)
$293,682,000
Management and general expenses
$27,551,000
Fundraising expenses
$37,397,000
Program service expenses (Part III)
$293,682,000

Program services were 81.9% 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

    $36,638,000

  • 1d · Related organizations

    $67,644,000

  • 1f · All other contributions, gifts and grants

    $319,935,000

  • 1g · Noncash contributions included above

    $14,071,000

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

    total $533,000 · related or exempt $533,000

  • 2b · Program service revenue: PUBLIC POLICY SERVICES

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

  • 2f · All other program service revenue

    total $422,000 · related or exempt $422,000

  • 3 · Investment income

    total $17,293,000 · related or exempt $5,065,000 · unrelated business $1,018,000 · excluded $11,210,000

  • 6a · Gross rents

    real property $151,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $151,000

  • 6d · Net rental income or loss

    total $151,000 · excluded $151,000

  • 7a · Gross sales of assets other than inventory

    securities $863,514,000

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

    securities $817,112,000

  • 7c · Gain or loss

    securities $46,402,000

  • 7d · Net gain or loss

    total $46,402,000 · excluded $46,402,000

  • 8a · Fundraising events: gross income

    $4,649,000

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

    $36,638,000

  • 8b · Fundraising events: direct expenses

    $9,867,000

  • 8c · Net income from fundraising events

    total -$5,218,000 · excluded -$5,218,000

  • 10a · Gross sales of inventory

    $2,000

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $2,000 · unrelated business $2,000

  • 11a · Other revenue: PENSION PLAN ADMIN FEE

    total $37,000 · related or exempt $37,000

  • 11d · All other revenue

    total $426,000 · related or exempt $426,000

  • 11e · Other revenue, total

    $463,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $261,827,000 · program services $261,827,000

  • 2 · Grants to domestic individuals

    total $1,674,000 · program services $1,674,000

  • 5 · Compensation of officers, directors and key employees

    total $5,179,000 · program services $1,244,000 · management and general $2,758,000 · fundraising $1,177,000

  • 7 · Other salaries and wages

    total $41,962,000 · program services $9,191,000 · management and general $12,536,000 · fundraising $20,235,000

  • 8 · Pension plan contributions

    total $2,098,000 · program services $436,000 · management and general $657,000 · fundraising $1,005,000

  • 9 · Other employee benefits

    total $7,836,000 · program services $1,869,000 · management and general $2,417,000 · fundraising $3,550,000

  • 10 · Payroll taxes

    total $3,123,000 · program services $660,000 · management and general $997,000 · fundraising $1,466,000

  • 11b · Fees: legal

    total $292,000 · program services $99,000 · management and general $152,000 · fundraising $41,000

  • 11c · Fees: accounting

    total $513,000 · management and general $513,000

  • 11d · Fees: lobbying

    total $187,000 · program services $187,000

  • 11e · Fees: professional fundraising services

    total $245,000 · fundraising $245,000

  • 11f · Fees: investment management

    total $454,000 · management and general $454,000

  • 11g · Fees: other

    total $4,878,000 · program services $3,655,000 · management and general $852,000 · fundraising $371,000

  • 12 · Advertising and promotion

    total $2,419,000 · program services $459,000 · management and general $440,000 · fundraising $1,520,000

  • 13 · Office expenses

    total $2,293,000 · program services $530,000 · management and general $340,000 · fundraising $1,423,000

  • 14 · Information technology

    total $2,613,000 · program services $229,000 · management and general $1,915,000 · fundraising $469,000

  • 16 · Occupancy

    total $4,589,000 · program services $917,000 · management and general $1,187,000 · fundraising $2,485,000

  • 17 · Travel

    total $3,638,000 · program services $3,186,000 · management and general $187,000 · fundraising $265,000

  • 19 · Conferences, conventions and meetings

    total $202,000 · program services $131,000 · management and general $45,000 · fundraising $26,000

  • 20 · Interest

    total $2,222,000 · program services $1,454,000 · management and general $597,000 · fundraising $171,000

  • 22 · Depreciation, depletion and amortization

    total $4,866,000 · program services $2,603,000 · management and general $892,000 · fundraising $1,371,000

  • 23 · Insurance

    total $727,000 · program services $69,000 · management and general $658,000

  • 24a · Other expenses: SCHOLARSHIPS AND TUITIO

    total $1,477,000 · program services $1,461,000 · management and general $13,000 · fundraising $3,000

  • 24b · Other expenses: CREDIT CARD FEES

    total $1,058,000 · management and general $6,000 · fundraising $1,052,000

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

    total $700,000 · program services $700,000

  • 24d · Other expenses: FJE TEACHER BENEFITS

    total $605,000 · program services $605,000

  • 24e · All other expenses

    total $953,000 · program services $496,000 · management and general -$65,000 · fundraising $522,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $26,304,000 · end of year $22,309,000

  • 2 · Savings and temporary cash investments

    beginning of year $45,993,000 · end of year $85,797,000

  • 3 · Pledges and grants receivable

    beginning of year $102,528,000 · end of year $121,777,000

  • 4 · Accounts receivable

    beginning of year $12,799,000 · end of year $12,948,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,717,000 · end of year $2,600,000

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

    $82,519,000

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

    $36,631,000

  • 10c · Land, buildings and equipment, net

    beginning of year $47,522,000 · end of year $45,888,000

  • 11 · Investments: publicly traded securities

    beginning of year $80,801,000 · end of year $158,321,000

  • 12 · Investments: other securities

    beginning of year $1,145,614,000 · end of year $1,209,918,000

  • 13 · Investments: program-related

    beginning of year $33,840,000 · end of year $36,550,000

  • 15 · Other assets

    beginning of year $109,911,000 · end of year $111,491,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,440,000 · end of year $26,155,000

  • 18 · Grants payable

    beginning of year $25,644,000 · end of year $38,001,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $8,588,000 · end of year $5,389,000

  • 21 · Escrow or custodial account liability

    beginning of year $3,351,000 · end of year $4,957,000

  • 25 · Other liabilities

    beginning of year $95,266,000 · end of year $88,267,000

  • 27 · Net assets without donor restrictions

    beginning of year $634,826,000 · end of year $675,244,000

  • 28 · Net assets with donor restrictions

    beginning of year $811,914,000 · end of year $969,586,000

Mission and programs · 2023

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. THROUGH STRATEGIC GRANTMAKING, UJA PROVIDES FUNDING AND RESOURCES TO OVER 400 (CONTINUED ON SCHEDULE O)ORGANIZATIONS, INCLUDING 65 CORE HEALTH, HUMAN-SERVICE, EDUCATIONAL, AND COMMUNITY-BUILDING INSTITUTIONS. UJA SEEDS GRASSROOTS ORGANIZATIONS, SUSTAINS ESSENTIAL COMMUNAL INSTITUTIONS, AND LEVERAGES RELATIONSHIPS TO ADDRESS ONGOING CHALLENGES AND EMERGING ISSUES AFFECTING THE JEWISH AND BROADER COMMUNITY. ITS GOVERNMENT ADVOCACY SECURES TENS OF MILLIONS ANNUALLY FOR SERVICES TO NEW YORKERS IN NEED. UJA HAS CONSISTENTLY MOBILIZED ITS NETWORK AND RESOURCES TO ADDRESS PRESSING NEEDS, AIDING VULNERABLE NEW YORKERS AND SUPPORTING JEWISH INSTITUTIONS. FOLLOWING THE HORRIFIC EVENTS OF OCTOBER 7 IN ISRAEL, UJA IS ALSO ACTIVELY ENGAGED IN HELPING THE PEOPLE OF ISRAEL HEAL AND REBUILD.

Activities or mission (Part I)

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

  • RESPONDING TO CRISES:UJA ACTS IMMEDIATELY WHEN CRISES ARISE, LOCALLY OR GLOBALLY. WHETHER RESPONDING TO WAR, COMBATING THE SURGE IN ANTISEMITISM, OR PROVIDING RELIEF AFTER A NATURAL DISASTER STRIKES, UJA IS UNIQUELY POSITIONED TO QUICKLY AND STRATEGICALLY MOBILIZE RESOURCES TO HELP THOSE IN HARM'S WAY. IN ADDITION TO MEETING IMMEDIATE, EMERGENCY NEEDS-INCLUDING FOOD, MEDICAL SUPPLIES, SPECIALIZED SUPPORT FOR THE ELDERLY AND INFIRM, AND MORE-UJA ALSO AIDS IN LONGER-TERM RECOVERY, TRAUMA-RELIEF, AND RESILIENCE-BUILDING. SINCE OCTOBER 7 AND AS OF THE FILING OF THIS TAX RETURN, UJA HAS ALLOCATED MORE THAN $182 MILLION TO ADDRESS ACUTE EMERGENCY NEEDS IN ISRAEL WHILE ALSO INVESTING IN PHYSICAL, EMOTIONAL, (CONTINUED ON SCHEDULE O)AND ECONOMIC RECOVERY. IN RESPONSE TO RISING ANTISEMITISM, PARTICULARLY FOLLOWING OCTOBER 7, UJA HAS DEVELOPED AND FUNDED PROGRAMS TO ENHANCE SECURITY FOR JEWISH INSTITUTIONS IN THE NEW YORK AREA AND TO ENSURE THE SAFETY OF JEWISH COLLEGE STUDENTS ON CAMPUS.

    Expenses $114,425,000 · Grants $102,667,000

  • CARING FOR PEOPLE IN NEED:UJA ALLOCATES FUNDS TO HUNDREDS OF NONPROFITS TO SUPPORT PROGRAMS THAT PROVIDE ESSENTIAL AID AND SERVICES TO HUNDREDS OF THOUSANDS OF PEOPLE EACH YEAR IN NEW YORK CITY, WESTCHESTER COUNTY, AND LONG ISLAND. THESE NONPROFITS SERVE BOTH THE JEWISH COMMUNITY AND THE BROADER NEW YORK POPULATION, INCLUDING SENIORS, HOLOCAUST SURVIVORS, SINGLE PARENTS, AND INDIVIDUALS WITH AUTISM AND DISABILITIES. THE SERVICES THEY OFFER INCLUDE HOUSING, MEDICAL CARE, END-OF-LIFE AND PALLIATIVE CARE, MENTAL HEALTH COUNSELING, EDUCATION, FOOD PROGRAMS, AND VOCATIONAL TRAINING AND GUIDANCE. UJA ALSO PROMOTES VOLUNTEERISM BY FACILITATING THE RECRUITMENT AND TRAINING OF VOLUNTEERS WHO SERVE CLIENTS AT NUMEROUS (CONTINUED ON SCHEDULE O)NONPROFITS. ADDITIONALLY, UJA SUPPORTS PROGRAMS IN ISRAEL AND NEARLY 70 OTHER COUNTRIES WORLDWIDE THAT PROVIDE BASIC HUMAN SERVICES.

    Expenses $95,420,000 · Grants $85,613,000

  • 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 FUNDS A VARIETY OF PROGRAMS ACROSS THE SPECTRUM OF THE JEWISH COMMUNITY. THESE PROGRAMS STRENGTHEN SYNAGOGUES, SUPPORT COLLEGE STUDENTS BY PROMOTING JEWISH LIFE ON CAMPUS, CONNECT YOUNG JEWS TO ISRAEL, AND CREATE AN INCLUSIVE AND WELCOMING COMMUNITY FOR ALL JEWS. AS PART OF ITS COMMITMENT TO EDUCATION AND LIFELONG LEARNING, UJA SUPPORTS BOTH INFORMAL AND FORMAL JEWISH EDUCATIONAL PROGRAMS FOR CHILDREN AND ADULTS. UJA ALSO PROVIDES SCHOLARSHIPS AND TEACHER BENEFITS AT JEWISH DAY SCHOOLS, AS WELL AS (CONTINUED ON SCHEDULE O)SCHOLARSHIPS FOR ISRAEL EXPERIENCE PROGRAMS AND JEWISH SUMMER DAY AND OVERNIGHT CAMPS, ALL OF WHICH ARE IMPORTANT PLATFORMS FOR POSITIVE JEWISH EXPERIENCES AND ENGAGEMENT. IN RESPONSE TO THE OUTPOURING OF JEWISH EXPRESSION FOLLOWING OCTOBER 7, UJA HAS INVESTED AN ADDITIONAL $25 MILLION OVER THREE YEARS TO SUPPORT OPPORTUNITIES THAT WILL FURTHER INSPIRE AND CONNECT THE JEWISH COMMUNITY. UJA MAINTAINS AN UNWAVERING COMMITMENT TO THE PEOPLE OF ISRAEL, HELPING TO ENSURE THAT ISRAEL IS A SAFE, VIBRANT, JEWISH AND DEMOCRATIC COUNTRY. UJA INVESTS IN THE SOCIAL SERVICE NEEDS OF ISRAEL'S MOST VULNERABLE AND HELPS TO STRENGTHEN ISRAELI CIVIL SOCIETY. FOLLOWING OCTOBER 7, UJA IS DEEPLY INVOLVED IN THE REBUILDING PROCESS, PARTICULARLY IN RESTORING THE SOCIAL FABRIC AND THE EMOTIONAL AND MENTAL RESILIENCE OF HISTORICALLY AND NEWLY VULNERABLE COMMUNITIES.

    Expenses $83,837,000 · Grants $75,221,000

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

Listed in Part VII

  • Linda Mirels

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Marc Rowan

    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
  • Nicole Agus

    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
  • David L Moore

    CHAIR,PLANNED GIVING&ENDOWMENTS/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Amy A B Bressman

    CHAIR,ALLOCATIONS STEERING COMMITTEE/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Pamela Barnett

    EXEC. COMM. AT LARGE/DIRECTOR

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

    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
  • Spencer Herbst

    SPECIAL ADVISOR TO THE PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Ari Ackerman

    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
  • Michael R Baron

    DIRECTOR

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

    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
  • 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
  • Mauri K Chotin-Zemachson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Joel Citron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Matthew Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Dorit Corwin

    DIRECTOR

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

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Doug Davis

    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
  • Kate Eichel

    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
  • Samuel Fishman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lauren Fixel

    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
  • Caren Osten Gerszberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Gary Ginsberg

    DIRECTOR

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

    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
  • Ben Golub

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Judy Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Mz 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
  • Marshall Huebner

    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
  • Andrea Kringstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Albert Laboz

    DIRECTOR

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

    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
  • Dianne Lob

    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
  • Alan G Mnuchin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Jennifer 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
  • Barry Ness

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Lee Perlman

    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
  • Walter Rahmey

    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
  • Marcella Kanfer Rolnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Sam Rosenblatt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • Nina Ross

    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
  • Samantha Saperstein

    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
  • Sharon Shane

    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
  • Grant Silverstein

    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
  • Jason Tuerack

    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
  • Carol Weisman

    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
  • 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
    $916,853
    From this org
    $851,649
    From related orgs
    $0
    Other
    $65,204
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $642,145
    Bonus
    $200,000
    Other
    $9,504
    Deferred
    $9,900
    Nontaxable benefits
    $58,861
    Filer's total
    $920,410
  • Luz D Liebeskind

    CHIEF FINANCIAL OFFICER

    Total calculated
    $687,929
    From this org
    $682,404
    From related orgs
    $0
    Other
    $5,525
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $673,692
    Bonus
    $0
    Other
    $8,712
    Deferred
    $2,475
    Nontaxable benefits
    $6,312
    Filer's total
    $691,191
  • Ellen R Zimmerman

    SECRETARY/GEN'L COUNSEL & CCO

    Total calculated
    $463,596
    From this org
    $418,213
    From related orgs
    $0
    Other
    $45,383
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $399,728
    Bonus
    $0
    Other
    $18,485
    Deferred
    $22,132
    Nontaxable benefits
    $26,165
    Filer's total
    $466,510
  • Devana Cohen

    CHIEF INVESTMENT OFFICER

    Total calculated
    $1,110,185
    From this org
    $1,078,962
    From related orgs
    $0
    Other
    $31,223
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $620,579
    Bonus
    $456,313
    Other
    $2,070
    Deferred
    $9,900
    Nontaxable benefits
    $24,880
    Filer's total
    $1,113,742
  • Mark Medin

    EXECUTIVE VICE PRESIDENT, FRD

    Total calculated
    $857,599
    From this org
    $616,216
    From related orgs
    $0
    Other
    $241,383
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $609,696
    Bonus
    $0
    Other
    $6,520
    Deferred
    $187,746
    Nontaxable benefits
    $57,189
    Filer's total
    $861,151
  • Deborah Joselow

    CHIEF PLANNING OFFICER

    Total calculated
    $478,571
    From this org
    $406,080
    From related orgs
    $0
    Other
    $72,491
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $400,141
    Bonus
    $0
    Other
    $5,939
    Deferred
    $21,904
    Nontaxable benefits
    $53,491
    Filer's total
    $481,475
  • Graham Cannon

    CHIEF MARKETING OFFICER

    Total calculated
    $462,983
    From this org
    $392,221
    From related orgs
    $0
    Other
    $70,762
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $386,317
    Bonus
    $0
    Other
    $5,904
    Deferred
    $12,858
    Nontaxable benefits
    $60,801
    Filer's total
    $465,880
  • Ruth Raskas-Term 41224

    CHIEF GROWTH OFFICER

    Total calculated
    $419,443
    From this org
    $403,060
    From related orgs
    $0
    Other
    $16,383
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $400,981
    Bonus
    $0
    Other
    $2,079
    Deferred
    $6,723
    Nontaxable benefits
    $12,569
    Filer's total
    $422,352
  • Elliot Hasdan

    DIRECTOR, INVESTMENTS

    Total calculated
    $518,551
    From this org
    $458,190
    From related orgs
    $0
    Other
    $60,361
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $305,515
    Bonus
    $152,513
    Other
    $162
    Deferred
    $9,900
    Nontaxable benefits
    $51,512
    Filer's total
    $519,602
  • Stuart Tauber

    VICE PRESIDENT, REGIONS

    Total calculated
    $471,080
    From this org
    $330,644
    From related orgs
    $0
    Other
    $140,436
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $317,450
    Bonus
    $0
    Other
    $13,194
    Deferred
    $83,332
    Nontaxable benefits
    $59,692
    Filer's total
    $473,668
  • William Samers

    VP, PLANNED GIVING & ENDOWMENTS

    Total calculated
    $390,528
    From this org
    $321,484
    From related orgs
    $0
    Other
    $69,044
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $318,285
    Bonus
    $0
    Other
    $3,199
    Deferred
    $10,690
    Nontaxable benefits
    $61,332
    Filer's total
    $393,506
  • Courtney Weinstein

    SENIOR VICE PRESIDENT

    Total calculated
    $316,528
    From this org
    $304,301
    From related orgs
    $0
    Other
    $12,227
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $303,624
    Bonus
    $0
    Other
    $677
    Deferred
    $9,874
    Nontaxable benefits
    $2,846
    Filer's total
    $317,021
  • Joann Locascio

    CONTROLLER

    Total calculated
    $353,426
    From this org
    $298,020
    From related orgs
    $0
    Other
    $55,406
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $296,473
    Bonus
    $0
    Other
    $1,547
    Deferred
    $9,896
    Nontaxable benefits
    $55,223
    Filer's total
    $363,139
  • Irvin Arosenthal

    CHIEF FINANCIAL OFFICER

    Total calculated
    $114,061
    From this org
    $114,061
    From related orgs
    $0
    Other
    $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 (SERP) 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, 2023 - JUNE 30, 2024 AND REFLECTED IN SCHEUDLE J, PART II, COLUMN C: MARK MEDIN - $21,246 STUART TAUBER - $6,763 ELLEN ZIMMERMAN - $5,458 DEBORAH JOSELOW - $5,367 GRAHAM CANNON - $2,946 WILLIAM SAMERS - $907 DURING THE 2023 TAX YEAR, IRVIN A. ROSENTHAL RECEIVED A DISTRIBUTION OF SERP ACCRUED INTEREST ACCUMULATED DURING THE PERIOD OCTOBER 1, 2015-DECEMBER 31, 2022 OF $86,242 AS WELL AS A FINAL SERP BENEFIT ACCRUED FOR THE PERIOD OCTOBER 1, 2022-DECEMBER 31, 2022 OF $11,758. THESE AMOUNTS WERE ACCRUED AND REPORTED IN PRIOR FORM 990 FILINGS. 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, 2025 - $150,000

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 $114,000 · assets $2,170,000

    Directly controlled by UJA

  • QH QUEENS BOULEVARD LLC

    REAL ESTATE HOLDING LLC · NY · income $37,000 · assets $8,926,000

    Directly controlled by UJA

  • BH 60TH STREET LLC

    REAL ESTATE HOLDING LLC · NY · assets $1,495,000

    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 $46,000 · general or managing partner

  • NEW YORK JEWISH INSTITUTIONS INVESTMENT FUND LLC

    UNRELATED · INVESTMENTS · DE · 91.58% owned · share of income $63,204,000 · share of assets $1,100,484,000 · 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 $2,016,000 · share of assets $17,933,000 · controlled entity

  • NETWORK AGENCY INSURANCE LTD

    C · CAPTIVE INSURANCE COMPANY · BD · 100% owned · share of income $22,419,000 · share of assets $75,148,000 · controlled entity

  • CHARITABLE REMAINDER TRUSTS (26)

    CHARITABLE REMAINDER TRUSTS · NY · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349303781

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

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