Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 5,720,595 | 8,547,095 | 5,563,513 | 4,227,113 | 4,556,262 | 28,614,578 |
| 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 | 5,720,595 | 8,547,095 | 5,563,513 | 4,227,113 | 4,556,262 | 28,614,578 |
| 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).. | 745,372 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 27,869,206 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 5,720,595 | 8,547,095 | 5,563,513 | 4,227,113 | 4,556,262 | 28,614,578 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 77,067 | 75,959 | 66,064 | 29,035 | 62,639 | 310,764 |
| 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.).. | 343,064 | 371,986 | 396,664 | 403,136 | 497,656 | 2,012,506 |
| 11 | Total support. Add lines 7 through 10 | 30,937,848 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) |
||||
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SUSAN LEACH DEBLASIO (DIRECTOR) AND RICHARD A. LICHT (DIRECTOR) ARE COUSINS. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY INDIVIDUAL THAT IS AT LEAST 18 YEARS OF AGE AND HAS CONTRIBUTED AT LEAST $18 TO THE ORGANIZATION'S ANNUAL CAMPAIGN IS CONSIDERED A MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ANNUALLY, THE MEMBERS OF THE ORGANIZATION MEET AND ELECT THE OFFICERS AND DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD APPOINTED THE ORGANIZATION'S FINANCE COMMITTEE TO REVIEW THE ORGANIZATION'S FORM 990. A COPY OF THE FINAL VERSION OF FORM 990 WAS PROVIDED TO EVERY BOARD MEMBER BEFORE IT WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE WRITTEN CONFLICT OF INTEREST POLICY AND PROVIDE THE ORGANIZATION WITH A SIGNED STATEMENT DISCLOSING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OR DISCLOSING THAT THEY HAVE NO INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. THE ORGANIZATION RETAINS THE SIGNED STATEMENTS AND THE SECRETARY MONITORS COMPLIANCE WITH THIS POLICY. CONFLICTS ARE PERIODICALLY REPORTED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOLLOWING IS OUR ORGANIZATION'S PRACTICE IN CONNECTION WITH ESTABLISHING THE COMPENSATION OF OUR PRESIDENT/CEO: WHEN WE HIRE A NEW PRESIDENT/CEO, WE APPOINT A SEARCH COMMITTEE AND ENGAGE AN INDEPENDENT OUTSIDE PERSONNEL CONSULTING FIRM. COMPENSATION FOR THE ORGANIZATION'S PRESIDENT/CEO IS DETERMINED BY THE SEARCH COMMITTEE IN CONSULTATION WITH THE INDEPENDENT OUTSIDE PERSONNEL CONSULTING FIRM. IN ARRIVING AT THE COMPENSATION LEVEL, FORM 990 OF OTHER ORGANIZATIONS ALONG WITH A REVIEW OF THE COMPENSATION INFORMATION FOR OTHER CEOS IN OUR JEWISH FEDERATION SYSTEM IS USED. WE SEEK TO SET OUR PRESIDENT/CEO'S COMPENSATION BASED ON THE COMPENSATION OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. DOCUMENTATION SUPPORTING THIS DECISION IS RETAINED BY THE ORGANIZATION. THE BOARD OF DIRECTORS ULTIMATELY APPROVES THE PRESIDENT/CEO'S COMPENSATION AND OUR ARRANGEMENT WITH THE PRESIDENT/CEO IS EVIDENCED BY A WRITTEN EMPLOYMENT CONTRACT THAT DETAILS THE PRESIDENT/CEO'S COMPENSATION OVER THE CONTRACT PERIOD. TYPICALLY, IF THE PRESIDENT/CEO IS RETAINED AFTER THE INITIAL CONTRACT TERM, ADDITIONAL WRITTEN EMPLOYMENT CONTRACTS ARE ENTERED INTO THAT DETAIL THE PRESIDENT/CEO'S COMPENSATION OVER THE APPLICABLE CONTRACT PERIODS. COMPENSATION FOR RENEWED CONTRACTS IS DETERMINED BY THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE IN CONSULTATION WITH APPROPRIATE OUTSIDE PERSONNEL CONSULTING ASSISTANCE AND EMPLOYING A REVIEW OF THE COMPENSATION OF OTHER CEOS IN ITS JEWISH FEDERATION SYSTEM AND IN OTHER NONPROFIT ORGANIZATIONS. DOCUMENTATION SUPPORTING THE RENEWAL COMPENSATION IS RETAINED BY THE ORGANIZATION. THE BOARD OF DIRECTORS ULTIMATELY APPROVES THE PRESIDENT/CEO'S COMPENSATION AND OUR ARRANGEMENT WITH THE PRESIDENT/CEO IS EVIDENCED BY A WRITTEN EMPLOYMENT CONTRACT THAT DETAILS THE PRESIDENT/CEO'S COMPENSATION OVER THE CONTRACT PERIOD. WHEN A KEY EMPLOYEE IS HIRED, THE FOLLOWING IS OUR ORGANIZATION'S PRACTICE IN CONNECTION WITH DETERMINING COMPENSATION. THE PRESIDENT/CEO OBTAINS COMPARABLE SALARY INFORMATION AVAILABLE VIA THE EXAMINATION OF RELEVANT 990'S AND FROM SALARY DATA INFORMATION AVAILABLE FOR COMPARING POSITIONS IN OUR FEDERATED SYSTEM AND THROUGH OTHER NATIONAL ORGANIZATIONS. THE PRESIDENT/CEO THEN CONSULTS WITH THE CHAIR OF THE BOARD AND APPROPRIATE OFFICERS IN SETTING THE COMPENSATION FOR THIS POSITION. WHEN SALARY ADJUSTMENTS ARE MADE FOR KEY EMPLOYEES OF THE ORGANIZATION, THE PRESIDENT/CEO REVIEWS INFORMATION FROM THE COMPARABLE SALARY INFORMATION SOURCES CITED IN THE PARAGRAPH ABOVE. THE PRESIDENT/CEO THEN CONSULTS WITH THE CHAIR OF THE BOARD AND APPROPRIATE OFFICERS IN ESTABLISHING A REVISED SALARY FOR THE KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE - 401 ELMGROVE AVENUE, PROVIDENCE, RI 02906. |
| FORM 990, PART XI, LINE 9: | SHARED PERSONNEL COST ADJUSTMENT 100,751. ADDITIONAL MORTGAGE LIABILITY INCURRED ON BEHALF OF ALLIANCE REALTY, INC. 625,368. BUILDING IMPROVEMENTS PAID FOR ON BEHALF OF ALLIANCE REALTY, INC. -589,445. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE CONSISTING OF 3 MEMBERS (2 OF THE MEMBERS, INCLUDING THE AUDIT COMMITTEE CHAIR, ARE BOARD MEMBERS AND 1 OF THE MEMBERS IS A MEMBER OF THE ORGANIZATION'S FINANCE COMMITTEE). THE COMMITTEE SELECTS OUR AUDITORS, REVIEWS THE FINANCIAL STATEMENTS AND ACTS UPON ANY FINDINGS OR RECOMMENDATIONS BROUGHT FORTH BY THE AUDITORS. |
| Software ID: | |
| Software Version: |