Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
580 S MCINTOSH ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34232
D Employer identification number

59-1227747
E Telephone number

G Gross receipts $ 6,279,413
F Name and address of principal officer:
HOWARD TEVLOWITZ
580 S MCINTOSH ROAD
SARASOTA,FL34232
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SMJF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1970
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SAVE JEWISH LIVES AND ENHANCE JEWISH LIFE IN SARASOTA-MANATEE, IN ISRAEL AND AROUND THE WORLD.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 47
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 47
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 28
6 Total number of volunteers (estimate if necessary) ............. 6 74
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 211,766
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -145,692
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,225,750 5,452,945
9 Program service revenue (Part VIII, line 2g) ......... 427,304 106,652
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 69,352 32,939
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 364,103 425,253
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 4,086,509 6,017,789
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,120,646 2,555,278
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,290,364 1,449,859
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 115,660 132,446
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet583,452    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,270,797 1,464,383
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,797,467 5,601,966
19 Revenue less expenses. Subtract line 18 from line 12....... -710,958 415,823
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 22,871,909 25,199,601
21 Total liabilities (Part X, line 26)............. 1,116,355 1,096,298
22 Net assets or fund balances. Subtract line 21 from line 20..... 21,755,554 24,103,303
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO SAVE JEWISH LIVES AND ENHANCE JEWISH LIFE IN SARASOTA-MANATEE, IN ISRAEL AND AROUND THE WORLD.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,646,030 including grants of $ 920,725 ) (Revenue $ 54,792 )
ISRAEL, OVERSEAS, ADVOCACY AND COMMUNITY RELATIONS: THE FEDERATION WORKS TO ADDRESS HUMAN AND EDUCATIONAL NEEDS IN ISRAEL, THE FORMER SOVIET UNION, POLAND AND NEARLY 60 COUNTRIES AROUND THE WORLD. LOCALLY, THE FEDERATION CONDUCTS OUTREACH WITHIN THE JEWISH AND GENERAL COMMUNITIES, FOSTERING ISRAEL EDUCATION AND AWARENESS AND PROVIDES A FORUM FOR DEALING WITH ANTI-SEMITISM.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE: LEKET ISRAEL: THE SARASOTA-MANATEE JEWISH FEDERATION SUPPORTS LEKET'S MEAL RESCUE PROGRAM, WHICH RESCUES HIGH QUALITY LEFTOVER MEALS FROM FOOD SERVICE ORGANIZATIONS AND REDISTRIBUTES THEM TO THOSE IN NEED. THE PROGRAM PROVIDES 14,000 HIGH QUALITY MEALS AND 2,000 LOAVES OF BREAD PER WEEK TO NEEDY FAMILIES IN ISRAEL. KEREN MALKI: THE SARASOTA-MANATEE JEWISH FEDERATION SUPPORTS KEREN MALKI'S THERAPIES AT HOME PROGRAM, WHICH SUBSIDIZES THE COST OF ESSENTIAL THERAPIES NEEDED FOR THE GROWTH, DEVELOPMENT AND CONTINUED WELL-BEING OF SEVERELY HANDICAPPED CHILDREN IN ISRAEL. ISRAEL TENNIS CENTER: THE ISRAEL TENNIS CENTER IS THE LARGEST TENNIS PROGRAM FOR CHILDREN IN THE WORLD. IT OPERATES 14 CENTERS, LOCATED PRIMARILY IN UNDERPRIVILEGED COMMUNITIES, USING TENNIS TO PROMOTE THE SOCIAL, PHYSICAL AND PSYCHOLOGICAL WELL-BEING OF THEIR STUDENTS. THE SARASOTA-MANATEE JEWISH FEDERATION, IN PARTNERSHIP WITH THE MARCI LYNN BERNSTEIN PHILANTHROPIC FUND OF THE UNITED JEWISH FEDERATION FOUNDATION OF GREATER PITTSBURGH, SUPPORTS THE CENTER'S COUPLES COEXISTENCE PROGRAM, WHERE ARAB AND JEWISH CHILDREN WORK TOGETHER TO LEARN THE VALUES OF TOLERANCE AND COOPERATION THROUGH SPORTS AND FITNESS TRAINING.THE HELLER ISRAEL ADVOCACY INITIATIVE ADVOCATES FOR PEACE AND SECURITY IN ISRAEL THROUGH EDUCATION, INFORMATION AND COMMUNITY AWARENESS; RAISING CONSCIOUSNESS OF, AND ACTIVELY CONFRONTING ANTI-SEMITISM ON A GLOBAL LEVEL; AND, DIRECTLY ADDRESSING ANTI-ISRAEL ACTIVITIES IN SARASOTA-MANATEE.
4b (Code:   ) (Expenses $ 2,637,303 including grants of $ 1,312,868 ) (Revenue $ 51,860 )
JEWISH EDUCATION AND PROGRAMMING:THE FEDERATION, IN COOPERATION WITH AREA SYNAGOGUES AND ORGANIZATIONS, OFFERS A RANGE OF INSPIRING OPPORTUNITIES THAT ENABLE TEENAGERS, ADULTS AND FAMILIES TO BECOME CONFIDENT AND COMFORTABLE LIFELONG JEWISH LEARNERS. THE FEDERATION PROVIDES A WIDE RANGE OF JEWISH PROGRAMS THROUGHOUT THE TWO-COUNTY AREA. THIS CATEGORY INCLUDES PROGRAMS CELEBRATING JEWISH HOLIDAYS, OUTREACH EFFORTS TO THE UNAFFILIATED AND ADULT PROGRAMS FOR ALL AGES AND INTERESTS.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE:FEDERATION-SPONSORED COMMUNITY-WIDE EDUCATIONAL PROGRAMS ENSURE A STRONG JEWISH IDENTITY AND TO HELP BUILD A DYNAMIC AND ENGAGED JEWISH COMMUNITY FOR GENERATIONS TO COME. PROGRAMS FEATURE SPEAKERS ON A WIDE VARIETY OF TOPICS.THE FEDERATION'S PJ LIBRARY PROGRAM HAS ENABLED OVER 300 FAMILIES WITH CHILDREN AGES 6 MONTHS TO 8 YEARS TO RECEIVE A MONTHLY MAILING OF JEWISH CHILDREN'S BOOKS, CDS, OR THE OCCASIONAL PARENT BOOK, FOR ONE YEAR. EACH BOOK AND CD CAME WITH GUIDES TO HELP FAMILIES USE THE SELECTION IN THEIR HOMES. BOOK AND MUSIC LISTS WERE CHOSEN BY THE FOREMOST EARLY-CHILDHOOD EXPERTS. THE LIST INCLUDES THEMES SUCH AS JEWISH HOLIDAYS, FOLKTALES AND JEWISH FAMILY LIFE.THE FEDERATION'S CULTURAL ARTS PROGRAMS, SUCH AS THE JEWISH FILM FESTIVAL AND THE ARIEL STRING QUARTET CONCERT, PROVIDE EVENTS FOR THE ENTIRE COMMUNITY ON TOPICS THAT APPEAL TO A BROAD RANGE OF INTERESTS, AGES AND POINTS OF VIEW. THE FEDERATION HONORS ITS COMMITMENT TO HOLOCAUST EDUCATION THROUGH THE SPEAKERS BUREAU, WHICH ADDRESSES ISSUES PERTAINING TO HOLOCAUST EDUCATION IN LOCAL PUBLIC AND PRIVATE SCHOOLS; THE ANNUAL HOLOCAUST SURVIVORS LUNCHEON; FEDERATION-SPONSORED HOLOCAUST EDUCATION PROGRAMS THROUGHOUT THE COMMUNITY, INCLUDING AN ANNUAL EVENT IN PARTNERSHIP WITH THE UNIVERSITY OF SOUTH FLORIDA; AND THE ANNUAL YOM HASHOAH HOLOCAUST REMEMBRANCE DAY PROGRAM.JEWISH SUMMER CAMP INCENTIVE GRANTS: STUDIES HAVE PROVEN, OVERWHELMINGLY, THAT JEWISH CAMPING EXPERIENCES SERVE AS A CRITICAL TOOL IN JEWISH CONTINUITY EFFORTS. IN AN EFFORT TO ENCOURAGE AREA FAMILIES TO SEND THEIR CHILDREN TO JEWISH CAMPS, THE SARASOTA-MANATEE JEWISH FEDERATION WITH THE FINANCIAL ASSISTANCE GENEROUS AREA DONORS AWARDED $50,000 IN INCENTIVE GRANTS IN 2013. WITH THE FINANCIAL ASSISTANCE OF THE FEDERATION, 72 CHILDREN FROM SARASOTA-MANATEE ATTENDED JEWISH OVERNIGHT CAMPS SUCH AS CAMP RAMAH DAROM, CAMP BARNEY MEDINTZ, CAMP GAN ISRAEL, CAMP COLEMAN, EMMA KAUFMANN AND CAMP AVODA. NASHIM L'TOVA, FEDERATION'S WOMEN'S OUTREACH GROUP, OFFERS PROGRAMS SPECIFICALLY GEARED TOWARD WOMEN, INCLUDING THE ANNUAL WOMEN'S DAY, THE WOMEN'S GIVING CIRCLE, AND NEWCOMER PROGRAMS.THE FEDERATION PROVIDES FUNDING AND PROFESSIONAL SUPPORT FOR HILLEL PROGRAMS ON LOCAL COLLEGE CAMPUSES.
4c (Code:   ) (Expenses $ 353,039 including grants of $ 321,685 ) (Revenue $ 0 )
SARASOTA-MANATEE JEWISH SAFETY NET PROGRAMS:THE FEDERATION WORKS TO ENSURE THAT BASIC NEEDS SUCH AS FOOD AND SHELTER ARE MET, AS WE WORK FOR THE SOCIAL, EMOTIONAL AND FINANCIAL WELL-BEING OF JEWS IN SARASOTA-MANATEE.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE:JEWISH HEALING PROGRAM: THE FEDERATION PROVIDES A SIGNIFICANT PORTION OF THE FUNDING FOR THE JEWISH HEALING PROGRAM, WHICH IS IMPLEMENTED BY JFCS. IN 2013, 350 VOLUNTEERS EACH MONTH PROVIDED DIRECT COMMUNITY SERVICES TO THE JEWISH COMMUNITY, INCLUDING BIKKOR CHOLIM (VISIT THE SICK), BEREAVEMENT SERVICES, COMMUNITY RELIGIOUS OUTREACH (TO SENIORS IN NURSING HOMES AND ASSISTED LIVING FACILITIES), PRISON MINISTRY AND DOULA (END-OF-LIFE) SERVICES. MORE THAN 4,990 CONTACTS WERE MADE WITH THE JEWISH COMMUNITY, HELPING THE MOST AT-RISK AND ISOLATED TO RECEIVE SPIRITUAL GUIDANCE AND MUCH-NEEDED HUMAN CONTACT.DRESS UP FOR YONTIF: IN 2013, THE FEDERATION SPONSORED AND IMPLEMENTED THE DRESS UP FOR YONTIF PROGRAM, DURING THE HIGH HOLIDAYS (ROSH HASHANAH AND YOM KIPPUR) AND PASSOVER. PARTICIPANTS INCLUDED SENIORS PARTICIPATING IN THE JFCS "SENIOR OUTREACH SERVICES" PROGRAM, RESIDENTS OF KOBERNICK HOUSE (ASSISTED LIVING) AND ANCHIN PAVILION (NURSING HOME), AND RUSSIAN FAMILIES. THE PROGRAM INCLUDES RELIGIOUS SERVICES AND PARTICIPANTS RECEIVE GIFT CARDS FOR CUSTOMARY HOLIDAY FOODS, SUCH AS MATZO FOR PASSOVER. COMMUNITY EMERGENCY ASSISTANCE FUND: THE FEDERATION PROVIDES EMERGENCY FUNDING FOR LOCAL JEWISH FAMILIES IN NEED FOR RENT, UTILITIES AND FOOD. THE PROGRAM IS ADMINISTERED THROUGH JEWISH FAMILY AND CHILDREN'S SERVICE.CARING FOR THE JEWISH ELDERLY: THE FEDERATION PROVIDES BASIC HUMAN NEEDS SUCH AS FOOD, MEDICINES AND HOME CARE FOR THOUSANDS OF ELDERLY JEWS IN THE FORMER SOVIET UNION RECEIVE THROUGH THE JEWISH JOINT DISTRIBUTION COMMITTEE.EDUCATIONAL INTERVENTION PROGRAM: THE FEDERATION PROVIDES FUNDING FOR DIAGNOSTIC TESTING TO GUARANTEE THAT SEVERALLY ABUSED AND NEGLECTED CHILDREN IN ISRAEL RECEIVED THE SERVICES THAT MEET WITH THEIR INDIVIDUAL EDUCATIONAL NEEDS. THROUGH A PARTNERSHIP WITH ORR SHALOM, DOZENS OF CHILDREN RECEIVE TESTING AND REMEDIAL TEACHING, WHERE NECESSARY.
(Code:   ) (Expenses $ 10,598 including grants of $   ) (Revenue $ 4,748 )
COLLABORATIVE PARTNERSHIPS:THE FEDERATION WORKS WITH A WIDE RANGE OF COMMUNITY PARTNERS TO SUPPORT JEWISH-THEMED PROGRAMMING FOR THE ENTIRE COMMUNITY.EXAMPLES OF SPECIFIC PROGRAMS FUNDED INCLUDE:VAN WEZEL PERFORMING ARTS HALL: THE FEDERATION SPONSORED THE PERFORMANCE OF THE VOCA PEOPLE, AN INTERNATIONAL ENSEMBLE PERFORMING VOCAL THEATER THAT COMBINES A CAPPELLA AND BEAT BOX MUSIC; THE GROUP HAS ITS ROOTS IN ISRAEL.SARASOTA FILM FESTIVAL: THROUGH ITS COLLABORATION WITH THE SARASOTA FILM FESTIVAL, THE FEDERATION SPONSORED A SHOWCASE OF FOUR JEWISH OR ISRAELI THEMED FILMS AS PART OF THE 2013 FESTIVAL. IN ADDITION, THE SARASOTA FILM FESTIVAL ASSISTED OUR FEDERATION IN SELECTED FILMS FOR OUR FOURTH ANNUAL JEWISH FILM FESTIVAL HELD THIS YEAR.EMBRACING OUR DIFFERENCES: THE FEDERATION PARTNERS WITH COEXISTENCE, INC. EACH YEAR TO PRESENT THIS INTERNATIONAL OUTDOOR ART EXHIBIT. THE EXHIBIT PROMOTES THE VALUE OF DIVERSITY, THE BENEFIT OF INCLUSION AND THE SIGNIFICANCE OF THE ACTIVE REJECTION OF HATRED AND PREJUDICE. PUBLIC SCHOOL CHILDREN, GRADES K-12, ARE TRANSPORTED TO THE EXHIBIT FOR FREE EACH YEAR SINCE 2004, MORE THAN 1,900,000 HAVE BENEFITTED FROM THIS FREE EDUCATIONAL PROGRAM.MARIE SELBY BOTANICAL GARDENS: THE FEDERATION PARTNERED WITH MARIE SELBY BOTANICAL GARDENS TO BUILD THE EIN GEDI POOL AT THE CHILDRENS RAINFOREST GARDEN. THE POOL PROVIDES OUTSTANDING OPPORTUNITIES TO EDUCATE VISITORS ABOUT THE WATER CYCLE AND TO EXPLORE THE RELATIONSHIPS BETWEEN WATER, PLANTS AND ECOSYSTEMS, AS WELL AS PROVIDING SARASOTA RESIDENTS AND VISITORS WITH A TOUCH OF ISRAEL.
4d Other program services (Describe in Schedule O.)
(Expenses $ 10,598 including grants of $   ) (Revenue $ 4,748 )
4e Total program service expensesMediumBullet4,646,970
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
30
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
28
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
47
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
47
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletINNA SIDEMAN580 S MCINTOSH ROADSARASOTAFL34232 (941) 371-4546
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALAN ADES........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(2) ROBERT ANTOVEL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(3) ISAAC AZERAD........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(4) BOBBI BERNSTEIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(5) DAN BARWICK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(6) RACHEL SALTZBERG........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(7) LINDA LIPSON........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(8) STANLEY SIEGEL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(9) MERRILL WYNNE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(10) RANDON CARVEL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(11) JEFF HOFFMAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(12) ANNE STEIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(13) STACY HANNAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(14) ROBERT KATZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(15) SIMONE KNEGO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(16) BARBARA ACKERMAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(17) CLAIRE LEVINE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CYNTHIA WRIGHT........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) DAVID GRUBER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) DR DAVID SAX........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) FRAN BRAVERMAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) GERARD DANIEL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) GREG BAND........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(24) HELEN GLASER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(25) LOIS STULBERG........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(26) JACK STEENBARGER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(27) BETTY SCHOENBAUM........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(28) JANE ROBBINS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(29) RABBI HOWARD SIMON........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(30) SAM SHAPIRO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(31) TERRY BLUMENSTEIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(32) BUNNY SKIRBOLL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(33) JUDY WEINSTEIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(34) DR JOSH GREEN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(35) ROSLYN MAZUR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(36) JOEL FEDDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(37) SUSAN STEENBARGER........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(38) IRENE ROSS........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(39) MICHAEL RITTER........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(40) DAVID CHAIFETZ........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(41) ROZ GOLDBERG........................................................................
PARLIAMENTARIAN
 1.00
.......................   		X   X       0 0 0
(42) NELLE MILLER........................................................................
PAST PRESIDENT
 1.00
.......................   		X   X       0 0 0
(43) DR LEW HANAN........................................................................
PAST PRESIDENT
 1.00
.......................   		X   X       0 0 0
(44) BRUCE UDELL........................................................................
TREASURER
 1.00
.......................   		X   X       0 0 0
(45) NANCY SWART........................................................................
PRESIDENT
 1.00
.......................   		X   X       0 0 0
(46) TOM BERNSTEIN........................................................................
SECRETARY
 1.00
.......................   		X   X       0 0 0
(47) PATTI WERTHEIMER........................................................................
PRESIDENT-ELECT
 1.00
.......................   		X   X       0 0 0
(48) HOWARD TEVLOWITZ........................................................................
EXECUTIVE DIRECTOR
 50.00
.......................   		    X       186,955 0 60,086
(49) INNA SIDEMAN........................................................................
CFO
 50.00
.......................   		    X       102,977 0 20,856
(50) MARTY HABERER........................................................................
ASST. EXEC. DIRECTOR
 50.00
.......................   		        X   156,059 0 42,758
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 445,991 0 123,700
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
RICHARD BERGMAN, 1255 N GULFSTREAM AVENUESARASOTAFL34236 FUNDRAISING AND OUTREACH CONSULTANT 128,776
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 132,284
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		5,320,661
g Noncash contributions included in lines
1a-1f:$ 		130,804
h Total. Add lines 1a-1f.......MediumBullet 5,452,945
Program Service RevenueAmt Business Code
2a HELLER IAI PROGRAM 900099 17,733 17,733    
b INTERFAITH MISSIONS 900099 17,164 17,164    
c MARCH OF THE LIVING 900099 10,539 10,539    
d ISRAEL MISSION INCOME 900099 9,356 9,356    
e WOMENS DAY INCOME 900009 7,897 7,897    
f All other program service revenue . 43,963 43,963    
g Total. Add lines 2a–2f........MediumBullet 106,652
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 21,212     21,212
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 261,440  
b Less: rental expenses 11,391  
c Rental income or (loss) 250,049  
d Net rental income or (loss).......MediumBullet 250,049     250,049
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 214,350  
b Less: cost or other basis and sales expenses 202,623  
c Gain or (loss) 11,727  
d Net gain or (loss)..........MediumBullet 11,727     11,727
8a Gross income from fundraising events (not including
$ 132,284
of contributions reported on line 1c). See Part IV, line 18 ..
a 6,300
b Less: direct expenses ...b 47,610
c Net income or (loss) from fundraising events..MediumBullet -41,310   -41,310
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a ADVERTISING 541800 211,766   211,766  
b OTHER SUPPORT REVENUE 900099 4,748 4,748    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 216,514
12 Total revenue. See Instructions......MediumBullet 6,017,789 111,400 211,766 241,678
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 2,417,582 2,417,582
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 137,696 137,696
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 362,905 248,150 66,415 48,340
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 928,973 632,953 103,719 192,301
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 58,638 38,205 6,313 14,120
9 Other employee benefits ....... 99,343 66,597 12,034 20,712
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 6,416 1,136 1,871 3,409
c Accounting ........... 34,200 6,057 9,973 18,170
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 132,446 132,446
f Investment management fees ...... 28,433   28,433  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 10,038 1,778 2,927 5,333
12 Advertising and promotion .... 127,015 43,464 21,259 62,292
13 Office expenses ....... 38,198 25,976 4,965 7,257
14 Information technology ...... 48,182 32,763 6,264 9,155
15 Royalties ..        
16 Occupancy ........... 62,712 42,644 8,152 11,916
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 30,953 21,048 4,024 5,881
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 166,701 113,357 21,671 31,673
23 Insurance .............. 45,075 30,651 5,860 8,564
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a COMMUNITY PROGRAMS 661,155 661,155    
b NEWSPAPER PRODUCTION 142,768 83,234 59,534  
c MISCELLANEOUS 49,877 33,916 6,484 9,477
d DUES & SUBSCRIPTIONS 6,567 4,465 854 1,248
e All other expenses 6,093 4,143 792 1,158
25 Total functional expenses. Add lines 1 through 24e 5,601,966 4,646,970 371,544 583,452
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 299 1 299
2 Savings and temporary cash investments ......... 3,570,638 2 3,067,600
3 Pledges and grants receivable, net ........... 831,750 3 906,223
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 109,082 9 57,214
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,562,565
b Less: accumulated depreciation ..... 10b 3,541,773 4,153,925 10c 4,020,792
11 Investments—publicly traded securities .......... 966,902 11 905,995
12 Investments—other securities. See Part IV, line 11 ..... 12,713,353 12 15,723,323
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 525,960 15 518,155
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 22,871,909 16 25,199,601
Liabilities 17 Accounts payable and accrued expenses ......... 192,202 17 187,181
18 Grants payable ................. 40,874 18 34,750
19 Deferred revenue ................ 10,875 19 15,925
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 872,404 25 858,442
26 Total liabilities. Add lines 17 through 25......... 1,116,355 26 1,096,298
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 12,865,227 27 12,923,666
28 Temporarily restricted net assets ........... 1,554,075 28 2,443,483
29 Permanently restricted net assets ........... 7,336,252 29 8,736,154
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 21,755,554 33 24,103,303
34 Total liabilities and net assets/fund balances ........ 22,871,909 34 25,199,601
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
6,017,789
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,601,966
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
415,823
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
21,755,554
5
Net unrealized gains (losses) on investments ...............
5
40,225
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
1,891,701
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
24,103,303
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 3,537,808 4,136,908 3,688,474 3,225,750 5,452,945 20,041,885
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 3,537,808 4,136,908 3,688,474 3,225,750 5,452,945 20,041,885
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 581,216
6 Public support. Subtract line 5 from line 4. 19,460,669
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 3,537,808 4,136,908 3,688,474 3,225,750 5,452,945 20,041,885
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 165,166 274,841 170,562 235,064 282,652 1,128,285
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 83,410 191,952 125,660 197,959 211,766 810,747
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 53,335 298 1,214 322 4,748 59,917
11 Total support (Add lines 7 through 10). 22,040,834
12
12
1,560,769
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
88.290 %
15
15
85.200 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
SARASOTA-MANATEE JEWISH FEDERATION INC
  		Employer identification number

59-1227747
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
SARASOTA-MANATEE JEWISH FEDERATION INC
  		Employer identification number

59-1227747
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
SARASOTA-MANATEE JEWISH FEDERATION INC
  		Employer identification number

59-1227747
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 25  
2 Aggregate contributions to (during year) ... 69,110  
3 Aggregate grants from (during year) ..... 529,058  
4 Aggregate value at end of year ........ 478,204  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 7,336,252 7,127,595 5,061,907 4,652,789 5,453,268
b Contributions ........ 1,494,959 192,424 834,056 117,959 593,147
c Net investment earnings, gains, and losses 894,050 464,484 232,326 519,468 -1,176,270
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		989,107 448,251 -999,306 228,309 217,356
f Administrative expenses ....          
g End of year balance ...... 8,736,154 7,336,252 7,127,595 5,061,907 4,652,789
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   1,022,395 1,022,395
b Buildings ................   6,166,316 3,243,220 2,923,096
c Leasehold improvements ............   36,254   36,254
d Equipment ................   294,400 255,353 39,047
e Other .................   43,200 43,200 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 4,020,792
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) PARTNERSHIP INTEREST IN JEWISH COMMUNITY ENDOWMENT POOL 		15,723,323 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 15,723,323
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
ANNUITIES & TRUSTS PAYABLE 695,733
FUNDS HELD ON BEHALF OF OTHERS 162,709







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 858,442
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 8,029,376
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 40,225
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,971,362
e Add lines 2a through 2d ..................... 2e 2,011,587
3 Subtract line 2e from line 1..................... 3 6,017,789
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 6,017,789
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 5,613,356
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 11,390
e Add lines 2a through 2d...................... 2e 11,390
3 Subtract line 2e from line 1..................... 3 5,601,966
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,601,966
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: ALL ENDOWMENT FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE DONOR AGREEMENT. RESTRICTED FUNDS ARE USED FOR PROGRAMS TO PROMOTE JEWISH CONTINUITY OR PROVIDE FINANCIAL ASSISTANCE IN OUR COMMUNITY. SCHOLARSHIP FUNDS ARE USED TO AWARD POST HIGH SCHOOL SCHOLARSHIPS TO STUDENTS IN OUR COMMUNITY MEETING THE REQUIRED CRITERIA. UNRESTRICTED FUND IS USED TO SUPPORT THE SARASOTA-MANATEE JEWISH FEDERATION (FEDERATION) PROGRAMS AS DETERMINED BY THE BOARD OF DIRECTORS. THE PERMANENTLY ENDOWED FUNDS ARE FUNDS HELD IN PERPETUITY WITH THE INCOME USED TO IMPLEMENT THE FEDERATION MISSION. DURING 2013, IT WAS DETERMINED THAT ENDOWMENT FUNDS WERE BEING INCORRECTLY PRESENTED ON THE FORM 990 SCHEDULE D PART V. ALL YEARS HAVE BEEN RESTATED TO REFLECT THIS CORRECTION. ADDITIONALLY, THE FEDERATION REVIEWED ALL THEIR FUND AGREEMENTS DURING 2013 WHICH RESULTED IN A RECLASSIFICATION TO CERTAIN FUNDS THAT WERE MISSTATED FROM PRIOR YEARS. THE RECLASSIFICATION RESULTED IN A DECREASE IN PERMANENTLY RESTRICTED NET ASSETS OF $723,758, AN INCREASE IN TEMPORARILY RESTRICTED NET ASSETS OF $723,000, AND AN INCREASE IN UNRESTRICTED NET ASSETS OF $758 AS OF DECEMBER 31, 2011. THIS HAS BEEN REFLECTED IN THE CURRENT YEAR COLUMN ABOVE.
PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FEDERATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FEDERATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF JCEP 1,959,971. RENTAL EXPENSE 11,391.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 11,391. ROUNDING -1.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES EXPENSES FOR A MISSION TRIP TO ISRAEL 98,650
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES EXPENSES FOR A MISSION TRIP TO ISRAEL 52,035
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES EXPENSES FOR A MISSION TRIP TO ISRAEL 30,315
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES EXPENSES FOR STUDENTS TRAVEL TO US 4,450
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES CONSULTING SERVICES FOR JOINT PROGRAM 10,000
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES RENTAL OF FOREIGN FILM FOR FILM FESTIVAL 1,400
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES CREATE AN ART DISPLAY PIECE 1,500
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE EXPENSES USE OF CARTOON CONTENT 180
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 198,530
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 198,530
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 3: PAYMENT TO OVERSEAS IS ONLY FOR SPECIFIC VENDOR SERVICES. THE OVERSIGHT INCLUDES RECEIVING THE CONTRACTED SERVICES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
RICHARD BERGMAN
1255 N GULFSTREAM AVE
 
SARASOTA, FL34236 		DEVELOPMENT CONSULTANT - FUND RAISING AND COMMUNITY OUTREACH   No 950,346 128,776 821,570
 
SIEGEL MARKETING
1845 N FARWELL AVENUE SUITE 300
 
MILWAUKEE, WI53202 		TELEMARKETING CAMPAIGNS   No 71,352 9,386 61,966
             
             
             
             
             
             
             
             
Total .................right arrow 1,021,698 138,162 883,536
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
FL
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

LION OF JUDAH
(event type) 		(b) Event #2

PURIM MASQUERADE
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 10,100 128,284   138,384
2 Less: Contributions . . 4,000 128,284   132,284
3 Gross income (line 1
minus line 2) . . . 		6,100     6,100
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 1,680     1,680
7 Food and beverages . 8,696     8,696
8 Entertainment . . .        
9 Other direct expenses . 28,404 7,917   36,321
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 46,697
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -40,597
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE AGREEMENT STIPULATES A FIXED AMOUNT FOR FUNDRAISING SERVICES. THE CONSULTANT SUBMITS RECEIPTS FOR EXPENSE PAYMENTS. THE ORGANIZATION HAS NO EXPENSES ONLY ARRANGEMENT WITH ANY FUNDRAISERS.
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number
59-1227747
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ACT FOR AMERICA
PO BOX 12765
PENSACOLA,FL32591 		26-0772227 501(C)(3) 5,000       GENERAL
(2) AMERICAN FREEDOM DEFENSE INITIATIVE
1040 1ST AVE PO BOX 121
MANHATTAN,NY10022 		27-2518993 501(C)(3) 5,000       GENERAL
(3) AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 SEVENTH AVENU SUITE 400
NEW YORK,NY10001 		13-1790719 501(C)(3) 14,250       GENERAL
(4) AMERICAN TECHNION SOCIETY
55E 59TH STREET FLOOR 14
NEW YORK,NY101262385 		13-0434195 501(C)(3) 31,300       GENERAL
(5) AMERICA'S VOICE INC
1050 17TH STREET NW SUITE 490
WASHINGTON,DC20036 		45-2443461 501(C)(3) 26,200       GENERAL
(6) ASOLO REPERTORY THEATRE
5555 N TAMIAMI TRAIL
SARASOTA,FL34243 		59-2717909 501(C)(3) 19,180       GENERAL
(7) B'NAI B'RITH YOUTH ORGANIZATION - CO POSNACK JCC
5850 PINE ISLAND RD
DAVIE,FL333285933 		31-1794932 501(C)(3) 6,350       GENERAL
(8) CHABAD LUBAVITZ OF BRADENTON INC - CO RABBI MENDY BUKIET
5712 LORRAINE RD
BRADENTON,FL34211 		20-1636179 501(C)(3) 17,135       GENERAL
(9) CHABAD LUBAVITZ OF SARASOTA AND MANATEE COUNTIES INC
7700 S BENEVA RD
SARASOTA,FL34238 		65-0234425 501(C)(3) 21,237       GENERAL
(10) CHABAD OF VENICE & NORTH PORT FL INC
2169 S TAMIAMI TRAIL
VENICE,FL34293 		20-2799569 501(C)(3) 31,875       GENERAL
(11) CHILDREN FIRST INC
1723 N ORANGE AVENUE
SARASOTA,FL34236 		59-0968249 501(C)(3) 6,100       GENERAL
(12) COEXISTENCE INC
PO BOX 2559
SARASOTA,FL342302559 		20-3581293 501(C)(3) 38,386       GENERAL
(13) CONGREGATION BETH EMETH
100 ACADEMY ROAD
ALBANY,NY12208 		14-1338377 501(C)(3) 6,000       GENERAL
(14) ENDOWMENT FOR MIDDLE EAST TRUTH
1050 CONNECTICUT AVE NW 10TH FLOOR
WASHINGTON,DC20036 		20-4329740 501(C)(3) 5,000       GENERAL
(15) FLORIDA STUDIO THEATRE INC
1241 NORTH PALM AVE
SARASOTA,FL34236 		23-7362760 501(C)(3) 36,561       GENERAL
(16) FRIENDS OF THE ISRAEL DEFENSE FORCES
1430 BROADWAY RM 1301
NEW YORK,NY10018 		13-3156445 501(C)(3) 5,800       GENERAL
(17) FRIENDSHIP CIRCLE
10 MICROLAB ROAD
LIVINGSTON,NJ07039 		45-4435140 501(C)(3) 5,000       GENERAL
(18) GULF COAST COMMUNITY FOUNDATION INC
601 S TAMIAMI TRAIL
VENICE,FL34285 		59-1052433 501(C)(3) 31,097       GENERAL
(19) HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA INC
50 WEST 58TH STREET
NEW YORK,NY10019 		13-1656651 501(C)(3) 14,000       GENERAL
(20) HAROLD GRINSPOON FOUNDATION
HUNT STREET SUITE 100
AGAWAM,MA01001 		04-6685725 501(C)(3) 8,248       GENERAL
(21) HILLEL ACADEMY OF PITTSBURGH - ATTN RABBI SAMUEL WEINBERG
5685 BEACON ST
PITTSBURGH,PA15217 		25-1067130 501(C)(3) 150,000       GENERAL
(22) HILLELS OF THE FLORIDA SUNCOAST
13102 N 50TH STREET
TAMPA,FL33617 		52-1758800 501(C)(3) 6,080       GENERAL
(23) ILLINOIS HOLOCAUST MUSEUM & ED CTR
9603 WOODS DRIVE
SKOKIE,IL60077 		36-3156154 501(C)(3) 25,000       GENERAL
(24) ISRAEL TENNIS CENTERS FOUNDATION INC
432 PARK AVENUE SOUTH
NEW YORK,NY10016 		13-2961273 501(C)(3) 172,819       GENERAL
(25) JEWISH FAMILY & CHILDREN'S SERVICE OF SARASOTA-MANATEE INC
2688 FRUITVILLE ROAD
SARASOTA,FL34237 		59-2693318 501(C)(3) 223,541       GENERAL
(26) JEWISH FEDERATION OF THE LEHIGH VALLEY
702 N 22ND ST
ALLENTOWN,PA18104 		23-6396949 501(C)(3) 20,772       GENERAL
(27) JEWISH FEDERATION OF GREATER BUFFALO
787 DELAWARE AVENUE
BUFFALO,NY14209 		16-0743210 501(C)(3) 5,000       GENERAL
(28) SARASOTA-MANATEE JEWISH HOUSING COUNCIL
1951 N HONORE AVE
SARASOTA,FL34235 		65-0091025 501(C)(3) 33,463       GENERAL
(29) AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 THIRD AVE 10TH FLOOR
NEW YORK,NY10017 		13-1656634 501(C)(3) 118,779       GENERAL
(30) JEWISH NATIONAL FUND INC
1951 NW 19TH ST SUITE A-100
BOCA RATON,FL33431 		13-1659627 501(C)(3) 60,230       GENERAL
(31) KEHILLA SCHECHTER ACADEMY
ONE COMMERCE WAY
NORWOOD,MA020624628 		04-3043595 501(C)(3) 5,000       GENERAL
(32) LEO BAECK EDUCATION CENTER FOUNDATION
3555 TIMMONS LN SUITE 1440
HOUSTON,TX77027 		76-0205816 501(C)(3) 10,000       GENERAL
(33) LORI SCHOTTENSTEIN CHABAD CENTER
207 E 15TH AVENUE
COLUMBUS,OH43201 		31-1427001 501(C)(3) 5,000       GENERAL
(34) MARIE SELBY BOTANICAL GARDENS
811 S PALM AVENUE
SARASOTA,FL342367726 		59-1848965 501(C)(3) 450,000       GENERAL
(35) OPERATION LIFESHIELD INC
PO BOX 741722
BOYNTON BEACH,FL33474 		26-0380466 501(C)(3) 20,000       GENERAL
(36) ORT AMERICA INC
75 MAIDEN LANE 10TH FLOOR
NEW YORK,NY10038 		13-5562424 501(C)(3) 10,000       GENERAL
(37) PERLMAN MUSIC PROGRAM SUNCOAST INC
PO BOX 3407
SARASOTA,FL34230 		26-2714384 501(C)(3) 20,000       GENERAL
(38) SARASOTA FILM FESTIVAL INC
332 COCOANUT AVENUE
SARASOTA,FL34236 		65-0826229 501(C)(3) 20,250       GENERAL
(39) SARASOTA ORCHESTRA
709 N TAMIAMI TRAIL
SARASOTA,FL34236 		59-2603081 501(C)(3) 10,920       GENERAL
(40) ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		62-0646012 501(C)(3) 40,000       GENERAL
(41) TEMPLE BETH SHOLOM
1050 S TUTTLE AVE
SARASOTA,FL34237 		23-7156328 501(C)(3) 30,673       GENERAL
(42) TEMPLE EMANU-EL
151 S MCINTOSH ROAD
SARASOTA,FL34232 		59-1145961 501(C)(3) 24,853       GENERAL
(43) TEMPLE SINAI
4631 S LOCKWOOD RIDGE RD
SARASOTA,FL34231 		59-3056302 501(C)(3) 12,850       GENERAL
(44) THE INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION
5614 CONNECTICUT AVENUE NW STE 34
WASHINGTON,DC20015 		13-4331855 501(C)(3) 25,000       GENERAL
(45) THE JEWISH AGENCY FOR ISRAEL

48 KING GEORGE STREET
JERUSALEM,JERUSALEM91000
IS 		23-7254561 501(C)(3) 15,542       GENERAL
(46) THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700
NEW YORK,NY100041010 		13-1624240 501(C)(3) 493,260       GENERAL
(47) THOMAS MOORE LAW CENTER
24 FRANK LLOYD WRIGHT DRIVE PO BOX
393
ANN ARBOR,MI48106 		38-3448297 501(C)(3) 5,000       GENERAL
(48) WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC
PO BOX 1086
SARASOTA,FL34230 		65-1040662 501(C)(3) 10,000       GENERAL
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
48
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCHOLARSHIPS 194 137,696      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS UPON COMPLETION OF THE GRANT. EXCEPTIONS ARE MADE FOR OPERATING GRANTS FROM DONOR ADVISED FUNDS AND DONOR RECOMMENDED GRANTS.
Schedule I (Form 990) 2013


Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)HOWARD TEVLOWITZEXECUTIVE DIRECTOR (i)
(ii)		 170,368
0 		15,000
0 		1,587
0 		34,286
0 		25,800
0 		247,041
0 		0
0
(2)MARTY HABERERASST. EXEC. DIRECTOR (i)
(ii)		 141,059
0 		15,000
0 		0
0 		16,155
0 		26,603
0 		198,817
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 25 130,804 NYSE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
SARASOTA-MANATEE JEWISH FEDERATION INC
 
Employer identification number

59-1227747
Return Reference Explanation
FORM 990, PART I, LINE 6 VOLUNTEERS FEDERATION VOLUNTEERS SERVED ON VARIOUS COMMITTEES, BOARDS, ASSISTED WITH SET UP, BREAKDOWN, AND REGISTRATION FOR FEDERATION EVENTS AND PROGRAMS. IN ADDITION THE VOLUNTEERS ASSISTED WITH STUFFING ENVELOPES AND VARIOUS MAILINGS.
FORM 990, PART VI, SECTION A, LINE 2 DR. LEWIS HANAN (DIRECTOR) AND STACY HANAN (DIRECTOR) ARE FATHER IN LAW AND DAUGHTER IN LAW. JACK STEENBARGER (DIRECTOR) AND SUSAN STEENBARGER (VICE PRESIDENT) ARE HUSBAND AND WIFE. PATTI WERTHEIMER (PRESIDENT-ELECT) IS THE MOTHER OF A STAFF PERSON.
FORM 990, PART VI, SECTION A, LINE 4 1. INCREASING THE NUMBER OF HONORARY BOARD MEMBERS FROM 8 TO 12 2. INCLUDING COMMUNICATIONS AS A STANDING COMMITTEE OF FEDERATION; AND 3. DEFINING THE ROLE/SCOPE OF THE COMMUNICATIONS COMMITTEE. SECTION 7.10 COMMUNICATIONS COMMITTEE. THE COMMUNICATIONS COMMITTEE IS TO FACILITATE COMMUNICATIONS (A) WITHIN FEDERATION, AND (B) BETWEEN FEDERATION AND BOTH THE JEWISH COMMUNITY AND THE COMMUNITY-AT-LARGE. SUCH COMMUNICATIONS WILL BE ACCOMPLISHED USING THE "JEWISH NEWS," VARIOUS FORMS OF SOCIAL MEDIA, PRINT MEDIA, AND ELECTRONIC MEDIA.
FORM 990, PART VI, SECTION A, LINE 6 ACCORDING TO THE ORGANIZATION'S BY-LAWS, A DONOR WHO HAS MADE A CONTRIBUTION TO THE FEDERATION DURING THE CURRENT OR IMMEDIATE PRIOR FISCAL YEAR SHALL BE A MEMBER OF THE FEDERATION. AN INDIVIDUAL MUST BE A MEMBER OF THE FEDERATION IN ORDER TO VOTE AT MEETINGS, TO SERVE ON THE BOARD OF DIRECTORS, OR SERVE AS A CHAIR OF A FEDERATION COMMITTEE. ALL MATTERS PROPERLY PRESENTED AT A MEETING SHALL BE DECIDED BY A MAJORITY OF MEMBERS PRESENT AND VOTING UNLESS OTHERWISE DIRECTED BY THE LAWS OF THE STATE OF FLORIDA, THE ARTICLES OF INCORPORATION OR THE BY-LAWS. AT THE ANNUAL MEMBERSHIP MEETING, MEMBERS ELECT THE BOARD OF DIRECTORS AND THE NEW DIRECTORS BEGIN THEIR TERM OF OFFICE UPON ELECTION. THE RESPONSIBILITY FOR GOVERNANCE DECISIONS AND THE CONDUCT OF THE FEDERATION'S BUSINESS, MISSION, POLICIES, PROCEDURES, AND PLANNING SHALL BE VESTED IN THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE ORGANIZATION'S BY-LAWS, A DONOR WHO HAS MADE A CONTRIBUTION TO THE FEDERATION DURING THE CURRENT OR IMMEDIATE PRIOR FISCAL YEAR SHALL BE A MEMBER OF THE FEDERATION. AN INDIVIDUAL MUST BE A MEMBER OF THE FEDERATION IN ORDER TO VOTE AT MEETINGS, TO SERVE ON THE BOARD OF DIRECTORS, OR SERVE AS A CHAIR OF A FEDERATION COMMITTEE. ALL MATTERS PROPERLY PRESENTED AT A MEETING SHALL BE DECIDED BY A MAJORITY OF MEMBERS PRESENT AND VOTING UNLESS OTHERWISE DIRECTED BY THE LAWS OF THE STATE OF FLORIDA, THE ARTICLES OF INCORPORATION OR THE BY-LAWS. AT THE ANNUAL MEMBERSHIP MEETING, MEMBERS ELECT THE BOARD OF DIRECTORS AND THE NEW DIRECTORS BEGIN THEIR TERM OF OFFICE UPON ELECTION. THE RESPONSIBILITY FOR GOVERNANCE DECISIONS AND THE CONDUCT OF THE FEDERATION'S BUSINESS, MISSION, POLICIES, PROCEDURES, AND PLANNING SHALL BE VESTED IN THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11 SARASOTA-MANATEE JEWISH FEDERATION POSTS THE COMPLETED 990 DRAFT ON-LINE AND SENDS A NOTICE TO THE BOARD MEMBERS WHEN IT IS AVAILABLE FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C ALL SARASOTA-MANATEE JEWISH FEDERATION, INC. (FEDERATION) BOARD MEMBERS AND STAFF SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. ALSO FEDERATION DISTRIBUTED ETHICAL GUIDELINES POLICY TO ITS BOARD.
FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR HAS A CONTRACT THAT WAS RE-NEGOTIATED IN 3/2011. THE ASSISTANT EXECUTIVE DIRECTOR HAS A CONTRACT THAT WAS NEGOTIATED IN 6/2012. IN EACH CASE THE PERSONNEL COMMITTEE REVIEWED SALARY STRUCTURES FOR SIMILAR POSITIONS WITH JEWISH FEDERATION OF NORTH AMERICA, AN UMBRELLA ORGANIZATION FOR NORTH AMERICA FEDERATIONS. THE FINAL CONTRACT FOR THESE POSITIONS ARE APPROVED BY THE BOARD. THESE CONTRACTS ARE MAINTAINED IN PERMANENT PERSONNEL FILE ON PREMISES.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST; THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -61,291. CHANGE IN VALUE OF PARTNERSHIP INTEREST IN JCEP 1,959,971. CHANGE IN VALUE OF REINSURANCE RECEIVABLE -6,980. ROUNDING 1.
FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THERE HAS BEEN NO CHANGE TO AUDIT OVERSITE OR SELECTION PROCESS DURING THE YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
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