Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 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 | ||||||
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 257,250 | 181,681 | 167,601 | 134,262 | 343,183 | 1,083,977 |
| 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...... | 534,905 | 558,404 | 638,913 | 584,356 | 651,145 | 2,967,723 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | 0 | |||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | |||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 6 | Total. Add lines 1 through 5. | 792,155 | 740,085 | 806,514 | 718,618 | 994,328 | 4,051,700 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 305,482 | 246,951 | 231,406 | 149,672 | 293,487 | 1,226,998 |
| 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. | 0 | |||||
| c | Add lines 7a and 7b.. | 305,482 | 246,951 | 231,406 | 149,672 | 293,487 | 1,226,998 |
| 8 | Public support. (Subtract line 7c from line 6.) | 2,824,702 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 792,155 | 740,085 | 806,514 | 718,618 | 994,328 | 4,051,700 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 14,562 | 12,419 | 10,775 | 42,786 | 29,541 | 110,083 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | |||||
| c | Add lines 10a and 10b. | 14,562 | 12,419 | 10,775 | 42,786 | 29,541 | 110,083 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 0 | |||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 491 | 16,326 | 16,817 | |||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 806,717 | 752,504 | 817,289 | 761,895 | 1,040,195 | 4,178,600 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| PART I - LINE 1 & PART III - LINE 1 | THE ASSOCIATION FOR JEWISH STUDIES ("AJS") IS THE LARGEST LEARNED SOCIETY AND PROFESSIONAL ORGANIZATION REPRESENTING JEWISH STUDIES SCHOLARS WORLDWIDE. AS A CONSTITUENT ORGANIZATION OF THE AMERICAN COUNCIL OF LEARNED SOCIETIES, THE AJS REPRESENTS THE FIELD IN A LARGER ARENA OF THE ACADEMIC STUDY OF THE HUMANITIES AND SOCIAL SCIENCES IN NORTH AMERICA. AJS'S MISSION IS TO ADVANCE RESEARCH AND TEACHING JEWISH STUDIES AT COLLEGES, UNIVERSITIES, AND OTHER INSTITUTIONS OF HIGHER LEARNING, AND TO FOSTER GREATER UNDERSTANDING OF THE JEWISH STUDIES SCHOLARS, AND MUSEUM AND RELATED PROFESSIONALS WHO REPRESENT THE BREADTH OF JEWISH STUDIES SCHOLARSHIP. THE ORGANIZATION'S INSTITUTIONAL MEMBERS REPRESENT LEADING NORTH AMERICAN PROGRAMS AND DEPARTMENTS IN THE FIELD. PART III - LINE 2 AJS DISSERTATION COMPLETION FELLOWSHIP COMPETITION: Launched in 2016, this fellowship program awards seven finishing-year fellowships annually to PhD students entering the final year of their programs and completing a dissertation in the field of Jewish Studies. The Dissertation Completion Fellowships encourage the timely completion of doctorates by the most promising graduate students in the field; create a cohort of fellows who will lead the field of Jewish Studies for decades to come; expose new audiences to Jewish Studies scholarship through fellows public lectures; and promote continued growth of academic Jewish Studies, at a time of institutional cutbacks in the humanities and social sciences. The program both provides resources to fellows, in the form of a stipend, as well as professional development opportunities, through a mid-year workshop and ongoing contact with mentors during the fellowship year. Particular attention is dedicated to training the fellows to speak publicly, in an accessible fashion, about their work. Only students who are in the final stages of writing their dissertations and who display clear evidence of their ability to defend their dissertations by July of the fellowship year are eligible to apply for this program. A unique feature of the program is its public engagement component. Each fellow is asked to give one public lecture or workshop at the end of their fellowship year in which they share their research with a general audience. The purpose of this public speaking component is to give fellows crucial experience in making their work accessible to an interested but non-expert public, and to help satisfy the great demand for engaging and sophisticated discussion of Jewish history, literature, religion, and culture. |
| PART III - LINE 4A | AJS 47th Annual Conference (December 13 15, 2015) The AJSs 47th Annual Conference met in Baltimore, MD for more than 180 sessions dedicated to research in Jewish studies. More than 1100 scholars from around the world attended the meeting, which also featured a film series, an exhibit of leading publishers in the field, a banquet and plenary lecture, sponsored receptions, and interviews for Jewish studies positions. Participation in the conference is highly selective, with a committee of scholars vetting proposals and placing them into sessions. The conference is the largest annual meeting of Jewish studies scholars worldwide, and is critical for the dissemination of research, planning of collaborative projects, and professional networking and interviewing. The conference is also an essential venue for publishers, through the book exhibit and program book, to inform scholars of new books in the field that are appropriate for classroom adoption and research. PART III - LINE 4B AJS Perspectives (Fall 2015 and Spring 2016 issue) The AJSs bi-annual magazine provided members with a forum for exploring pedagogical and methodological issues in Jewish studies research and teaching. The themes this fiscal year were The Peoples Issue (Fall 2015) and The Anxiety Issue (Spring 2016). The magazine also publishes announcements about new positions, fellowships, and books in Jewish studies. The magazine is a critical resource for teachers and researchers in Jewish studies. All AJS members receive a subscription to the magazine. A pdf of the magazine is also available on the AJS website and accessible to non-members. PART III - LINE 4C AJS Review (Fall 2015 and Spring 2016 issue) The AJSs bi-annual scholarly journal continued to provide a forum for leading scholarship in Jewish studies. The journal provides an extensive book review section, informing the readership of the most important books in Jewish studies, as well as publishes more substantial inquiries into particular scholarly questions. Published by Cambridge University Press, AJS Review is one of the most widely circulated publications in the field of Jewish studies. The fall 2015 issue and spring 2016 issues included more than a dozen articles and review essays, and numerous book reviews. All AJS members receive a subscription to the journal. In addition, numerous college and university libraries hold electronic and hardcopy subscriptions to the journal. PART III - LINE 4D OTHER PROGRAMS: Berman Dissertation Fellowships; Berman Early Career Fellowships; Legacy Heritage Jewish Studies Project Fellowships; Jordan Schnitzer Book Awards; AJS DISTINGUISHED LECTURE PROGRAM; AJS NEWS (DIGITAL NEWSLETTER). part iv, section a - line 6 the association for jewish studies, inc. is a membership organization. |
| PART VI, SECTION A - LINE 7A | ALL MEMBERS ARE ELIGIBLE TO ELECT BOARD MEMBERS AND OFFICERS. |
| PART VI, SECTION A - LINE 7B | The bylaws may be amended or repealed or new bylaws adopted at any regular or special meeting of the Board by vote of a majority of the full membership of such Board, provided that notice of the proposed action shall have been given in the notice for such meeting. All bylaws made by the Board may be altered, amended or repealed by the members. |
| PART VI, SECTION B - LINE 11B | DRAFT OF FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW. |
| PART VI, SECTION B - LINE 12C | THE ORGANIZATION HAS REQUESTED BOARD MEMBERS AND KEY EMPLOYEES TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION. IN ADDITION, BOARD MEMBERS AND KEY EMPLOYEES ARE REQUESTED TO COMPLETE AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. |
| PART VI, SECTION B - LINE 15A | COMPENSATION OF ALL KEY EMPLOYEES IS DISCUSSED AND APPROVED BY THE BOARD. COMPENSATION IS BASED ON INDUSTRY STANDARDS. |
| PART VI, SECTION C - LINE 19 | the governing documents, conflict of interest policy and financial statements ARE AVAILABLE UPON REQUEST. |
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