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Nonprofiteer
← JLENS

Form 990 for tax year 2022

Filed by JLENS.

Totals

Total revenue
$1,038,711
Total expenses
$596,196
Contributions and grants received
$958,471
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$80,240
Total assets, end of year
$444,080
Total liabilities, end of year
$1,060
Net assets or fund balances, end of year
$443,020
Program services expenses (Part IX)
$444,060
Management and general expenses
$105,904
Fundraising expenses
$46,232
Program service expenses (Part III)
$444,060

Program services were 74.5% 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.

  • 1f · All other contributions, gifts and grants

    $958,471

  • 5 · Royalties

    total $80,240 · related or exempt $80,240

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $385,178 · program services $308,142 · management and general $38,518 · fundraising $38,518

  • 9 · Other employee benefits

    total $32,040 · program services $25,632 · management and general $3,204 · fundraising $3,204

  • 10 · Payroll taxes

    total $19,787 · program services $15,830 · management and general $1,979 · fundraising $1,978

  • 11a · Fees: management

    total $106,000 · program services $74,200 · management and general $31,800

  • 11b · Fees: legal

    total $7,794 · management and general $7,794

  • 13 · Office expenses

    total $780 · program services $624 · management and general $78 · fundraising $78

  • 14 · Information technology

    total $7,187 · program services $5,749 · management and general $719 · fundraising $719

  • 16 · Occupancy

    total $6,791 · program services $5,433 · management and general $679 · fundraising $679

  • 17 · Travel

    total $6,658 · program services $5,326 · management and general $666 · fundraising $666

  • 23 · Insurance

    total $17,197 · management and general $17,197

  • 24a · Other expenses: DUES/SUBSCRIPTIONS

    total $3,904 · program services $3,124 · management and general $390 · fundraising $390

  • 24b · Other expenses: TELEPHONE

    total $2,880 · management and general $2,880

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $505 · end of year $432,984

  • 9 · Prepaid expenses and deferred charges

    end of year $11,096

  • 17 · Accounts payable and accrued expenses

    end of year $1,060

  • 31 · Retained earnings, endowment or other funds

    beginning of year $505 · end of year $443,020

Mission and programs · 2022

Mission

JLENS EXPLORES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE SOCIAL RESPONSIBILITY, TWO IMPORTMENT MOVEMENTS WHERE FAITH COMMUNITIES HAVE LEADERSHIP ROLES. 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.

  • THE PROGRAM SERVICE ACCOMPLISHMENTS: ENGAGED MAJOR JEWISH INSTITUTIONS IN JEWISH VALUES-BASED INVESTING THROUGH THE JEWISH ADVOCACY STRATEGY, THE ONLY INVESTMENT 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 PILLARS. IMPROVED CORPORATE POLICY AND PRACTICE IN ALIGNMENT WITH JEWISH VALUES AND COMMUNAL PRIORITIES BY UTILIZING SHAREHOLDER ADVOCACY TACTICS. REPRESNTED 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 $444,060

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

Listed in Part VII

  • Julie Hammerman Thru 12522

    EXEC DIRECTO

    Total calculated
    $285,992
    From this org
    $253,952
    From related orgs
    $0
    Other
    $32,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,952
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $32,040 related
    Filer's total
    $253,952 + $32,040 related

  • Gregory Libertiny Start 12522

    TREASURER

    Total calculated
    $22,185
    From this org
    $0
    From related orgs
    $21,494
    Other
    $691
    Hours/week
    3 + 40 related

  • Adam Neufeld Start 12522

    SECRETARY

    Total calculated
    $21,568
    From this org
    $0
    From related orgs
    $20,728
    Other
    $840
    Hours/week
    3 + 40 related

  • Deb Leipzig Start 12522

    CHAIRPERSON,

    Total calculated
    $17,591
    From this org
    $0
    From related orgs
    $17,591
    Other
    $0
    Hours/week
    3 + 35 related

  • Beth Sirull Thru 12422

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Dylan Tatz Thru 12422

    SEC'Y

    Total calculated
    $0
    Hours/week
    3

  • Michael Lustig Thru 12422

    TREASURER

    Total calculated
    $0
    Hours/week
    3

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 · Approval by the board or compensation committee

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
2022
Filed
18 December 2023
IRS schema version
2022v5.0
Source object
202343539349300909

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