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.) .... | 2,967,891 | 4,198,417 | 3,276,685 | 3,695,042 | 4,409,001 | 18,547,036 |
| 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 | 2,967,891 | 4,198,417 | 3,276,685 | 3,695,042 | 4,409,001 | 18,547,036 |
| 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).. | 5,180,699 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 13,366,337 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,967,891 | 4,198,417 | 3,276,685 | 3,695,042 | 4,409,001 | 18,547,036 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 114,328 | 50,551 | 100,665 | 206,968 | 202,040 | 674,552 |
| 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.).. | 23,006 | 10,720 | 15,633 | 49,359 | ||
| 11 | Total support. Add lines 7 through 10. | 19,270,947 | |||||
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 | 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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| 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): |
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| 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 |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS INCOME |
| 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 |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE ORGANIZATION, THE IMMEDIATE PAST TWO (2) PRESIDENTS OF THIS ORGANIZATION, THE CHAIR OF THE CENTRAL BUDGET AND REVIEW COMMITTEE, THE OVERALL CAMPAIGN CHAIR, THE MEN'S DIVISION CAMPAIGN CHAIR, THE WOMEN'S PHILANTHROPY CHAIR AND PRESIDENT, THE YOUNG LEADERSHIP CHAIR, AND IN ADDITION, THREE (3) MEMBERS OF THE BOARD OF DIRECTORS WHO MAY BE NOMINATED BY THE PRESIDENT AND ELECTED BY THE BOARD OF DIRECTORS AND WHO SHALL SERVE AT THE PLEASURE OF THE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE COMPLETE AUTHORITY AND POWER OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ORDINARY, ROUTINE AND ADMINISTRATIVE AFFAIRS OF THE CORPORATION IN THE INTERIM BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL REPORT ITS PROCEEDINGS TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING FOR RATIFICATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | ALAN AND LISA BERNICK - FAMILY RELATIONSHIP MICHAEL AND POLLY SAXON - FAMILY RELATIONSHIP STEVEN AND MICHELLE SHALLER - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL PERSONS WHO CONTRIBUTE YEARLY THE PRESCRIBED MEMBERSHIP DUES OR MORE TO THE ORGANIZATION SHALL BE VOTING MEMBERS DURING THE FISCAL YEAR FOR WHICH THE CONTRIBUTION WAS MADE, PROVIDED THAT THE CONTRIBUTION IS MADE AT A TIME PRIOR TO THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | FORTY-NINE OF THE DIRECTORS OF THE ORGANIZATION ARE ELECTED AT THE ANNUAL MEETING OF THE ORGANIZATION. DIRECTORS ARE NOMINATED BY THE NOMINATING COMMITTEE AND ELECTED BY AND FROM THE MEMBERSHIP OF THE ORGANIZATION. THESE DIRECTORS SHALL SERVE A TERM OF THREE YEARS EACH, AND SHALL BE ELECTED SUCH THAT ONE-THIRD OF THE DIRECTORS IS ELECTED EACH YEAR. UP TO FIVE DIRECTORS ARE NOMINATED BY THE PRESIDENT FROM THE MEMBERSHIP OF THE ORGANIZATION AND ARE ELECTED BY THE BOARD OF DIRECTORS TO SERVE A TERM OF ONE YEAR EACH AT ITS FIRST REGULAR BOARD MEETING FOLLOWING THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL BYLAWS OF THE ORGANIZATION ARE SUBJECT TO ALTERATION, ADDITION, AMENDMENT OR REPEAL BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AT ANY ANNUAL MEETING OR AT ANY SPECIAL MEETING CALLED FOR THAT PURPOSE, OR BY THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS OF THE BOARD OF DIRECTORS PRESENT AT ANY MEETING OF THE BOARD OF DIRECTORS AT WHICH A QUORUM IS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S BOARD OF DIRECTORS DELEGATES THE TASK OF REVIEWING AND APPROVING THE FORM 990 TO THE AUDIT AND EXECUTIVE COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD REQUIRES ALL DIRECTORS, OFFICERS, OR MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS TO DISCLOSE ANY CONFLICT OF INTEREST WHENEVER THEY ARISE THROUGHOUT THE YEAR, AND ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. AFTER DISCLOSURE OF THE POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON MUST LEAVE THE BOARD MEETING WHILE THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED PERSON MAY MAKE A PRESENTATION REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT, BUT THEN AFTER MUST LEAVE DURING THE DISCUSSION AND VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THAT IS NOT REASONABLY ATTAINABLE, THE REMAINING BOARD SHALL DETERMINE BY A MAJORITY VOTE WHETHER IT IS IN THE BEST INTEREST AND FOR ITS OWN BENEFIT TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE ORGANIZATION DOCUMENTS THE NAME(S) OF THE PERSONS WHO HAD THE CONFLICT OF INTEREST, THE NATURE OF THE CONFLICT, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION AS TO WHETHER A CONFLICT IN FACT EXISTED. ADDITIONALLY, THE MINUTES DOCUMENT THE NAMES OF THE PERSONS WHO WERE PRESENT FOR THE DISCUSSIONS AND VOTES RELATED TO THE CONFLICT, THE CONTENT OF THE DISCUSSIONS, AND A RECORD OF ANY VOTES TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE JEWISH FEDERATION OF GREATER ST PAUL IS A MEMBER OF THE JEWISH FEDERATION OF NORTH AMERICA (JFNA), WHICH REPRESENTS 152 JEWISH FEDERATIONS AND MORE THAN 300 NETWORK COMMUNITIES. JFNA MAKES AVAILABLE TO ALL FEDERATIONS INFORMATION REGARDING ANNUAL SALARIES FOR FEDERATION EMPLOYEES, INCLUDING EXECUTIVE DIRECTORS. OUR PERSONNEL COMMITTEE MEETS ANNUALLY TO EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE OVER THE PAST YEAR. USING THIS EVALUATION IN CONJUNCTION WITH JFNA SALARY INFORMATION, THE COMMITTEE ARRIVES AT THE EXECUTIVE DIRECTOR'S SALARY. THIS PROCESS LAST OCCURRED DURING 2014. THE EXECUTIVE DIRECTOR MAKES A RECOMMENDATION TO THE FULL BOARD FOR SALARY LEVELS FOR ALL EMPLOYEES. THIS OCCURS DURING THE BUDGET PROCESS. THE BOARD APPROVES SALARIES AT THAT TIME. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -130,996. |
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