Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
The Jewish Federation of
Sarasota-Manatee 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 $ 12,384,744
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.JFEDSRQ.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 STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 39
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 39
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 31
6 Total number of volunteers (estimate if necessary) ............. 6 245
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 210,115
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,357,629 9,661,585
9 Program service revenue (Part VIII, line 2g) ......... 331,709 290,772
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 650,811 1,950,543
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 263,204 83,323
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,603,353 11,986,223
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,939,339 2,195,836
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) 1,808,339 1,994,730
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 128,232 155,326
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet875,827    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,794,006 1,767,735
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 6,669,916 6,113,627
19 Revenue less expenses. Subtract line 18 from line 12....... -66,563 5,872,596
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 27,038,474 30,409,769
21 Total liabilities (Part X, line 26)............. 1,647,517 1,332,076
22 Net assets or fund balances. Subtract line 21 from line 20..... 25,390,957 29,077,693
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
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Type or print name and title
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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 (2018)
Form 990 (2018)
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 STRENGTHEN JEWISH LIFE AND IDENTITY IN OUR COMMUNITY, PROVIDE FOR JEWISH PEOPLE IN NEED AND PROMOTE SUPPORT FOR ISRAEL.
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 $ 1,631,297 including grants of $ 765,987 ) (Revenue $ 178,331 )
Israel, Overseas, Advocacy and Community Relations: The Jewish Federation of Sarasota-Manatee (JFSM) works to address human and educational needs in Israel, the former Soviet Union, Poland and over 70 countries around the world. Examples of specific programs funded include: * The Heller Community Relations Committee (CRC), formerly the Heller Israel Advocacy Initiative, was established to build relationships within the Jewish and non-Jewish communities to advance common interests through education and advocacy. The CRC works with our partners to advocate for peace and security in Israel, increases community awareness of issues affecting the American Jewish community and Israel; raises consciousness of, and actively confronts anti-Semitism on a global level; and, directly addresses anti-Israel activities in Sarasota-Manatee. Under the auspices of the CRC, Gulf Coast Hillel works on the college campuses of New College of Florida, USF Sarasota-Manatee and Ringling College of Art + Design to address issues of anti-Semitism and anti-Israel rhetoric. The Boycott, Divestment, Sanctions (BDS) movement is quickly growing on college campuses under the guise that it is a peaceful solution to the conflict between Israel and the Palestinians. Through meetings with college administrators, educational programming and holiday celebrations for students, Gulf Coast Hillel provides a positive and active presence on our local campuses and helps to create future Jewish leaders. ** Federation staff and volunteers build personal relationships with clergy, civic, and community leadership ** This initiative has sponsored numerous speakers and programs and five interfaith missions to Israel. * The Women's Giving Circle is made up of women in the Sarasota-Manatee area who are dedicated to funding projects designed to improve the lives of women and children in Israel. Members make a contribution and have a voice in determining the allocation of funds. Having just completed its sixth year, the Circle has grown to 84 members who in 2018 awarded 8 organizations a total of $40,788. As an example two of the recipients were American Friends of Leket Israel to support their program to feed at-risk youth in Israel, and Orr Shalom, which provides essential clothing and equipment packs for at-risk orphans. * Each year, the Federation selects local high school students to participate in the prestigious Bob Malkin Young Ambassadors Teen Leadership Program (BMYA). This educational and spiritual journey allows teens to develop leadership skills, explore who they are as individuals and as a team, and learn first-hand the importance of Israel to Jews around the world. In addition to the highly subsidized trip, the program includes regular pre- and post- mission meetings, social events, and leadership training, during which the students will develop their relationships with one another and with Israel, and become ambassadors in our community. In 2018, twelve students participated in the Bob Malkin Young Ambassadors Teen Leadership Program. More than 190 high school students have participated in this program since its onset. * Overseas Grants: **ZAKA Search and Rescue to provide K-9 leadership and training program for at-risk youth in Kiryat Malachi, a city in Israel's southern periphery, situated near the Gaza border, where children and youth suffer from higher rates of PTSD. ** American Friends of Leket Israel: This grant provided a truck to make food pickups and deliveries throughout the country, and also supports a program that delivers hot meals to vulnerable seniors living in government hostels. ** Yad Ezra V'Shulamit is a humanitarian organization that helps needy families in Israel overcome poverty. The grant provides support for their Feed a Baby project, which delivers baby formula, baby food, diapers, wipes and other infant necessities to new mothers who live below the poverty line.
4b (Code:   ) (Expenses $ 1,122,403 including grants of $ 527,032 ) (Revenue $ 105,657 )
Jewish Education and Programming:The Federation, in cooperation with area synagogues and organizations, offers a wide 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. 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: * Youth Grants ** 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 Jewish Federation of Sarasota-Manatee awarded $66,900 for 77 students in incentive grants and financial assistance grants in 2018. Children from Sarasota-Manatee attended Jewish overnight camps such as Camp Ramah Darom, Camp Barney Medintz, Camp Judea, Camp Coleman, Camp Blue Star and Kutz Camp. ** Religious School Scholarships - Federation provided 85 religious school scholarships totaling $32,585. ** College Scholarships - Federation provided 23 college scholarships totaling $99,500 These funds come from the Foundation ** Leadership Development - Federation provided for 6 high school and college students to attend the AIPAC Policy Conference. * Federation-sponsored community-wide educational and cultural 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. * Since its inception The Federation's PJ Library program has enabled close to 900 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 Jewish Film Festival, the Jewish Federation's largest single outreach program, provides screenings of films and events for the entire community on topics that appeal to a broad range of interests, ages and points of view. ** More than 6,000 members of our community attended * 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 for thousands of students; along with speaking at Rotary clubs, Temples and churches reaching hundreds of adults. ** The annual Holocaust Survivors Luncheon; ** And Federation-sponsored Holocaust education programs annually throughout the community, including a Kristallnacht commemoration, a Yom HaShoah Holocaust Remembrance Day program, and an International Holocaust Remembrance Day program.
4c (Code:   ) (Expenses $ 725,651 including grants of $ 340,734 ) (Revenue $ 1,384 )
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. Each month volunteers provide 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 1,858 contacts were made with the Jewish community, helping the most at-risk and isolated to receive spiritual guidance and much-needed human contact. * Direct Support for 135+ Holocaust Survivors: The Federation underwrites the cost of 2 Case Managers at JFCS who are responsible for providing a variety of services to our area Holocaust Survivors. * Religious Outreach: Jewish Holidays: The Jewish Federation funded Jewish holiday celebrations throughout the year which were held at 12 locations with more than 415 participants; this program is run by the Community Chaplain and JFCS volunteers. * All Faiths Food Bank: The Federation is one of the main sponsors of the Summer Hunger Program, which provides food to more than 38,000 children in a two-county area. * 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 JFCS. * 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 received through the Jewish Joint Distribution Committee.
(Code:   ) (Expenses $ 1,197,049 including grants of $ 562,083 ) (Revenue $ 5,400 )
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: * Embracing Our Differences: The Federation partners with Coexistence, Inc. and pays a portion of an EOD education staff position, 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, close to 2.5 million students have benefitted from this free educational program. * The Federation partnered with Perlman Music Program/Suncoast and Van Wezel Performing Arts Hall to present In the Fiddler's House - A Night of Klezmer, a live performance of klezmer music featuring Itzhak Perlman and the world-renowned Klezmer Conservatory Band. Klezmer is a musical tradition of the Ashkenazi Jews of Eastern Europe. The event impacted close to 1,700 community members from all backgrounds and all ages, offering them an opportunity to appreciate a genre of music that is generally associated with the Jewish community.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,197,049 including grants of $ 562,083 ) (Revenue $ 5,400 )
4e Total program service expensesMediumBullet4,676,400
Form 990 (2018)
Form 990 (2018)
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 IIIClick 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 IV.....Click 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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
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...................Click to see attachment
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 "Yes," complete Schedule L, Part II................Click to see attachment
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......... Click to see attachment
27
Yes
 
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........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
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... Click to see attachment
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
 
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
60
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
31
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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
39
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
39
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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletINNA SIDEMAN580 S MCINTOSH ROAD   SARASOTA,FL34232 (941) 371-4546
Form 990 (2018)
Form 990 (2018)
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) ADREA SUKIN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(2) AL ERNST......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(3) ALAn Ades......................................................................
LIFETIME MEMBER
 1.00
.................
  		X           0 0 0
(4) ALAN SILVERGLAT......................................................................
dIRECTOR
 1.00
.................
  		X           0 0 0
(5) BARBARA ACKERMAN......................................................................
LIFETIME MEMBER
 1.00
.................
  		X           0 0 0
(6) BRUCE UDELL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(7) BUNNY SKIRBOLL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(8) CLAIRE LEVIN......................................................................
HONORARY MEMBER
 1.00
.................
  		X           0 0 0
(9) DAVID CHAIFETZ......................................................................
LIFETIME MEMBER
 1.00
.................
  		X           0 0 0
(10) DAVID MILLSTONE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(11) DR LEW HANAN......................................................................
LIFETIME MEMBER
 1.00
.................
  		X           0 0 0
(12) fran braverman......................................................................
diRECTOR
 1.00
.................
  		X           0 0 0
(13) IRENE ROSS......................................................................
DirectOR
 1.00
.................
  		X           0 0 0
(14) IRIS NAHEMOW......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) JUDY Weinstein......................................................................
HONORARY MEMBER
 1.00
.................
  		X           0 0 0
(16) JULIE GREEN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(17) LENNY DREXLER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
Form 990 (2018)
Form 990 (2018)
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) LINDA LIPSON........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) LOIS STULBERG........................................................................
LIFETIME MEMBER
 1.00
.......................   		X           0 0 0
(20) MARSHA EISENBERG........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) MARY GRATEHOUSE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) MELVIN B TAUB........................................................................
dIRECTOR
 1.00
.......................   		X           0 0 0
(23) MERRILL WYNNE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(24) MICHELLE MITCHELL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(25) NANCY ROUCHER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(26) NELLE MILLER........................................................................
HONORARY MEMBER
 1.00
.......................   		X           0 0 0
(27) PETER WELLS........................................................................
Director
 1.00
.......................   		X           0 0 0
(28) ROBERT ISRAELOFF........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(29) SEPI ACKERMAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(30) SIMONE KNEGO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(31) TOM BERNSTEIN........................................................................
LIFETIME MEMBER
 1.00
.......................   		X           0 0 0
(32) MICHAEL RITTER........................................................................
PRESIDENT
 1.00
.......................   		X   X       0 0 0
(33) ANNE SPINDEL........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(34) DEBBIE HASPEL........................................................................
SECRETARY PARLIMENTARIAN
 1.00
.......................   		X   X       0 0 0
(35) IAN BLACK........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(36) PATTI WERTHEIMER........................................................................
IMMEDIATE PAST PRESIDENT
 1.00
.......................   		X   X       0 0 0
(37) RANDON CARVEL........................................................................
TREASURER
 1.00
.......................   		X   X       0 0 0
(38) ROZ GOLDBERG........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(39) STACY HANAN........................................................................
VICE PRESIDENT
 1.00
.......................   		X   X       0 0 0
(40) HOWARD TEVLOWITZ........................................................................
EXECUTIVE DIRECTOR
 50.00
.......................   		    X       197,900 0 66,266
(41) INNA SIDEMAN........................................................................
CFO
 50.00
.......................   		    X       99,263 0 22,926
(42) ILENE FOX........................................................................
CHIEF DEVELOPMENT OFFICER
 50.00
.......................   		        X   125,939 0 21,678
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 423,102 0 110,870
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2
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
STARLING GROUP

5969 CATTLERIDGE BLVD 200
SARASOTA,FL34232 		GENERAL CONTRACTOR FOR CAPITAL PROJECT 1,700,669
RICHARD BERGMAN,
1255 N GULFSTREAM AVENUE
SARASOTA,FL34236 		FUNDRAISING AND OUTREACH CONSULTANT 150,886
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 16,600
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 9,644,985
g Noncash contributions included in lines 1a - 1f:$ 1,511,840
h Total. Add lines 1a-1f.......MediumBullet 9,661,585
Program Service RevenueAmt Business Code
2a ISRAEL MISSION 900099 100,420 100,420    
b LEADERSHIP MISSION 900099 60,420 60,420    
c JEWISH FILM FESTIVAL 900099 43,600 43,600    
d WOMEN'S DAY 900099 32,130 32,130    
e ISRAEL @ 70 900009 19,768 19,768    
f All other program service revenue. 34,434 34,434    
g Total. Add lines 2a–2f ....MediumBullet 290,772
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 63,358     63,358
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   207,500
b Less: rental expenses   302,160
c Rental income or (loss)   -94,660
d Net rental income or (loss)......MediumBullet -94,660     -94,660
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 8,682 1,896,687
b Less: cost or other basis and sales expenses 18,184 0
c Gain or (loss) -9,502 1,896,687
d Net gain or (loss).....MediumBullet 1,887,185     1,887,185
8a Gross income from fundraising events (not including $ 16,600of contributions reported on line 1c). See Part IV, line 18 ....
a 45,550
b Less: direct expenses ...b 78,177
c Net income or (loss) from fundraising events..MediumBullet -32,627   -32,627
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        
Business Code Miscellaneous Revenue
11a Advertising 541800 210,115   210,115  
b Other Support Revenue 900099 495     495
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 210,610
12 Total revenue. See Instructions......MediumBullet 11,986,223 290,772 210,115 1,823,751
Form 990 (2018)
Form 990 (2018)
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 domestic organizations and domestic governments. See Part IV, line 21 1,982,523 1,982,523
2 Grants and other assistance to domestic individuals. See Part IV, line 22 213,313 213,313
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 361,955 209,692 72,391 79,872
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 1,256,369 743,443 232,286 280,640
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 95,417 50,748 19,084 25,585
9 Other employee benefits ....... 163,078 88,909 32,615 41,554
10 Payroll taxes ........... 117,911 66,031 23,582 28,298
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 7,860 4,402 1,572 1,886
c Accounting ........... 40,025 22,414 8,005 9,606
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 155,326 155,326
f Investment management fees ...... 79,722   79,722  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 259,468 193,184 14,108 52,176
12 Advertising and promotion .... 131,788 120,525 767 10,496
13 Office expenses ....... 120,979 83,126 7,224 30,629
14 Information technology ...... 90,082 47,007 15,276 27,799
15 Royalties ..        
16 Occupancy ........... 42,334 23,706 8,467 10,161
17 Travel ............ 338,637 335,810 1,026 1,801
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 37,568 29,968 2,998 4,602
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 66,730 37,369 13,346 16,015
23 Insurance ... 55,015 21,077 7,052 26,886
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 FOOD & BEVERAGE 145,664 107,487 4,314 33,863
b NEWSPAPER PRODUCTION 126,222 107,371 1,113 17,738
c RENTAL EXPENSE 105,093 103,896 3 1,194
d DUES & SUBSCRIPTIONS 35,109 27,416 3,497 4,196
e All other expenses 85,439 56,983 12,952 15,504
25 Total functional expenses. Add lines 1 through 24e 6,113,627 4,676,400 561,400 875,827
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 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 500 1 500
2 Savings and temporary cash investments ......... 2,590,133 2 3,737,720
3 Pledges and grants receivable, net ...... 301,961 3 1,791,245
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 ...... 48,587 9 59,380
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 9,559,040
b Less: accumulated depreciation 10b 4,443,778 3,717,499 10c 5,115,262
11 Investments—publicly traded securities . 515,940 11 468,058
12 Investments—other securities. See Part IV, line 11 ..... 19,181,494 12 18,633,045
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 682,360 15 604,559
16 Total assets. Add lines 1 through 15 (must equal line 34)... 27,038,474 16 30,409,769
Liabilities 17 Accounts payable and accrued expenses ..... 611,474 17 460,075
18 Grants payable ... 134,074 18 126,117
19 Deferred revenue .........   19  
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 901,969 25 745,884
26 Total liabilities. Add lines 17 through 25.. 1,647,517 26 1,332,076
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 15,273,480 27 15,279,737
28 Temporarily restricted net assets ........... 2,982,310 28 6,921,148
29 Permanently restricted net assets 7,135,167 29 6,876,808
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 ........... 25,390,957 33 29,077,693
34 Total liabilities and net assets/fund balances ........ 27,038,474 34 30,409,769
Form 990 (2018)
Form 990 (2018)
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
11,986,223
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,113,627
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
5,872,596
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
25,390,957
5
Net unrealized gains (losses) on investments ...............
5
-2,174,821
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
-11,039
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
29,077,693
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 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(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
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 5,517,222 3,905,568 5,188,799 5,357,629 9,661,585 29,630,803
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 5,517,222 3,905,568 5,188,799 5,357,629 9,661,585 29,630,803
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).. 2,964,957
6 Public support. Subtract line 5 from line 4. 26,665,846
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 5,517,222 3,905,568 5,188,799 5,357,629 9,661,585 29,630,803
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 298,657 310,492 294,432 304,831 270,858 1,479,270
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 233,932 243,471 265,759 263,365 210,115 1,216,642
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 2,505 360 5,585 28,924 495 37,869
11 Total support. Add lines 7 through 10 32,364,584
12
12
1,376,583
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
82.390 %
15
15
81.500 %
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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.)..            
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2018 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-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, 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 2018. 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 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
The Jewish Federation of
Sarasota-Manatee 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


(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
The Jewish Federation of
Sarasota-Manatee 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
The Jewish Federation of
Sarasota-Manatee Inc 		Employer identification number

59-1227747
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

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," on 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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 16  
2 Aggregate value of contributions to (during year) 592,242  
3 Aggregate value of grants from (during year) 382,221  
4 Aggregate value at end of year ........ 1,908,445  
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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2018

Schedule D (Form 990) 2018
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 9,694,696 9,253,033 9,442,746 9,687,718 8,736,154
b Contributions ... 1,059,241 40,000 37,149 329,906 1,401,614
c Net investment earnings, gains, and losses -87,541 935,004 492,791 -66,465 137,372
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		540,715 533,341 719,653 508,413 389,017
f Administrative expenses ....         198,405
g End of year balance ...... 10,125,681 9,694,696 9,253,033 9,442,746 9,687,718
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet32.090 %
b
Permanent endowment SchDMd Bullet67.910 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on 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" on 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" on 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 ....   7,971,835 4,032,358 3,939,477
c Leasehold improvements   36,254   36,254
d Equipment ....   427,652 367,886 59,766
e Other .....   100,904 43,534 57,370
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 5,115,262
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on 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) TRACKING UNITS IN JEWISH UNITED FUND OF METROPOLITAN CHICAGO		 18,633,045 F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 18,633,045
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ANNUITIES & TRUSTS PAYABLE 610,246
FUNDS HELD ON BEHALF OF OTHERS 135,638
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 745,884
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 9,918,964
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -2,174,821
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 187,284
e Add lines 2a through 2d ..................... 2e -1,987,537
3 Subtract line 2e from line 1.................. 3 11,906,501
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 79,722
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 79,722
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 11,986,223
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 6,232,228
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 198,323
e Add lines 2a through 2d.................... 2e 198,323
3 Subtract line 2e from line 1................... 3 6,033,905
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 79,722
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 79,722
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 6,113,627
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 Jewish Federation of Sarasota-Manatee, Inc.(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.
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: Uncollectible Pledges 198,323. Change in value of Split interest agreement -11,039.
Part XII, Line 2d - Other Adjustments: uncollectible pledges 198,323.
Schedule D (Form 990) 2018


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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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 MISSION TRIP TO ISRAEL 265,198
North America - Canada and Mexico, but not the United States 0 0 PROGRAM SERVICE EXPENSES JEWISH CAMP FOR KIDS 1,064
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 266,262
b Total from continuation sheets to Part I ...     0
c Totals (add lines 3a and 3b) 0 0 266,262
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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) 2018
Schedule F (Form 990) 2018Page 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) 2018
Schedule F (Form 990) 2018
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 separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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) 2018
Additional Data


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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" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee Inc
Employer identification number

59-1227747
Part I
Fundraising Activities. Complete if the organization answered "Yes" on 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 4,088,735 150,886 3,937,849
 
siegel marketing
1845 N Farwell Avenue Suite 300
 
milwaukee, WI53202 		TELEMARKETING CAMPAIGNS   No 5,426 4,440 986
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 4,094,161 155,326 3,938,835
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 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(a) Event #1

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

MAJOR GIFTS
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
21,750
40,400
 
62,150

2
Less: Contributions . . . .
1,500
15,100
 
16,600
3 Gross income (line 1 minus
line 2) . . . . . .
20,250
25,300
 
45,550



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . . 12,042 14,940   26,982
8 Entertainment . . . . 10,000     10,000
9 Other direct expenses . . . 7,719 24,870   32,589
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 69,571
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -24,021
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash 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 conducts gaming activities:
a
Is the organization licensed to conduct 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) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct 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 conducted 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 provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2b, Column (v) Richard Bergman - Agreement stipulates fixed renumeration amount for fundraising services plus expenses. Consultant submits receipts for expense reimbursement. Siegel Marketing - Telemarketing contract stipulates fixed payment per donor contact made by the telemarketing firm or fixed hourly rate depending on the number of records included in the project plus hourly payment for administrative set up.
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) ACT for America
295 Bendix Road No 260
Virginia Beach,VA23452 		26-0772227 501(c)(3) 5,750       General
(2) All Faiths Food Bank Inc
8171 Blaikie Ct
Sarasota,FL34240 		65-0115814 501(c)(3) 65,500       General
(3) American Freedom Defense Initiative
1040 1st Ave PO Box 121
New York,NY10022 		27-2518993 501(c)(3) 5,750       General
(4) American Friends of Leket Israel Inc
PO Box 2090
Teaneck,NJ076661490 		20-8202424 501(c)(3) 30,197       General
(5) American Friends of Magen David Adom
1900 NW Corporate Blvd Suite W310
Boca Raton,FL33431 		13-1790719 501(c)(3) 37,000       General
(6) American Friends of Yad Eliezer
1102 East 26th St
Brooklyn,NY11210 		11-3459952 501(c)(3) 10,000       General
(7) American Technion Society
55E 59th Street Floor 14
New York,NY101262385 		13-0434195 501(c)(3) 80,000       General
(8) Asolo Repertory Theatre
5555 N Tamiami Trail
Sarasota,FL34243 		59-2717909 501(c)(3) 7,500       General
(9) Case Alumni Association Fund
Tomlinson Hall Rm 109 10900 Euclid
Ave
Cleveland,OH441067073 		20-4435833 501(c)(3) 25,000       General
(10) Chabad of Bradenton
c/o Rabbi Mendy Bukiet 5712
Lorraine Rd
Bradenton,FL34211 		20-1636179 501(c)(3) 20,929       General
(11) Chabad of Sarasota
7700 S Beneva Rd
Sarasota,FL34238 		65-0234425 501(c)(3) 28,555       General
(12) Chabad of Venice & North Port Fl Inc
2169 S Tamiami Trail
Venice,FL34293 		20-2799569 501(c)(3) 26,985       General
(13) Champaign-Urbana Jewish Federation
503 E John Street
Champaign,IL61820 		23-7344693 501(c)(3) 7,000       General
(14) Chaverim Israel Family Services Inc
Attn Hershy Zwebner2535 JFK Blvd
Jersey City,NJ07304 		20-1385707 501(c)(3) 15,000       General
(15) Coexistence Inc (dba Embracing Our Differences)
PO Box 2559
Sarasota,FL342302559 		20-3581293 501(c)(3) 55,420       General
(16) Embracing Our Differences
PO Box 2559
Sarasota,FL342302559 		20-3581293 501(c)(3) 7,500       General
(17) Endowment for Middle East Truth
1050 Connecticut Ave NW 10th Floor
Washington,DC20036 		20-4329740 501(c)(3) 5,000       General
(18) Friends of the IDF
7700 Congress Ave Ste 3207
Boca Raton,FL33487 		13-3156445 501(c)(3) 5,000       General
(19) Friends of Yashar L'Chayal Inc
20 Chalmers Rd
East Brunswick,NJ08816 		20-8021512 501(c)(3) 19,874       General
(20) Greater Newtown Community Redevelopment Corp
2729 North Osprey Avenue
Sarasota,FL34234 		65-0800942 501(c)(3) 5,000       General
(21) Gulf Coast Community Foundation
601 Tamiami Trail South
Venice,FL34293 		59-1052433 501(c)(3) 12,391       General
(22) Hadassah
50 West 58th Street
New York,NY10019 		13-1656651 501(c)(3) 11,000       General
(23) Hand in Hand
PO Box 80102
Portland,OR97280 		93-1269590 501(c)(3) 28,000       General
(24) Hershorin Schiff Day Schools of Tomorrow
1050 S Tuttle Ave
Sarasota,FL34237 		47-3558984 501(c)(3) 96,400       General
(25) Israel Tennis Centers Foundation Inc
432 Park Avenue South
New York,NY10016 		13-2961273 501(c)(3) 113,000       General
(26) Jewish Federation of Greater Buffalo
787 Delaware Avenue
Buffalo,NY14209 		16-0743210 501(c)(3) 5,000       General
(27) Jewish Housing Council Foundation Inc
1951 N Honore Ave
Sarasota,FL34235 		20-0910348 501(c)(3) 21,883       General
(28) Jewish National Fund
1951 NW 19th St Suite A-100
Boca Raton,FL33431 		13-1659627 501(c)(3) 23,900       General
(29) JFCS of the Suncoast
2688 Fruitville Road
Sarasota,FL34237 		59-2693318 501(c)(3) 259,111       General
(30) Judicial Watch Inc
Attn Dir of Devel 425 Third St SW
Ste 800
Washington,DC20024 		52-1885088 501(c)(3) 6,000       General
(31) Life Town Inc
10 Microlab Rd
Livingston,NJ07039 		45-4435140 501(c)(3) 6,000       General
(32) Mote Marine Laboratory
1600 Ken Thompson Pkway
Sarasota,FL34236 		59-0756643 501(c)(3) 10,000       General
(33) Neve Michael Children's Village
PO Box 260067
Pembroke Pines,FL33026 		20-8499330 501(c)(3) 40,000       General
(34) PEF Israel Endowment Funds Inc
630 Third Avenue 15th Floor
New York,NY10017 		13-6104086 501(c)(3) 11,250       General
(35) Perlman Music ProgramSuncoast Inc
PO Box 3407
Sarasota,FL34230 		26-2714384 501(c)(3) 15,175       General
(36) Ringling College of Art and Design Inc
2700 N Tamiami Trl
Sarasota,FL34234 		59-0637903 501(c)(3) 55,000       General
(37) Sarasota Ballet
5555 North Tamiami Trail
Sarasota,FL34243 		65-0135900 501(c)(3) 5,000       General
(38) Sarasota Film Festival
332 Cocoanut Avenue
Sarasota,FL34236 		65-0826229 501(c)(3) 6,000       General
(39) Sarasota Orchestra
709 N Tamiami Trail
Sarasota,FL34236 		59-2603081 501(c)(3) 11,240       General
(40) Slow Money San Luis Obispo
1288 11th St
Los Osos,CA93402 		82-2069002 501(c)(3) 25,000       General
(41) Temple Beth Israel
567 Bay Isles Road
Longboat Key,FL34228 		59-1970401 501(c)(3) 5,000       General
(42) Temple Beth Sholom
1050 s Tuttle Ave
Sarasota,FL34237 		23-7156328 501(c)(3) 34,450       General
(43) Temple Emanu-el
151 S McIntosh Road
Sarasota,FL34232 		59-1145961 501(c)(3) 11,425       General
(44) Temple Sinai
4631 S Lockwood Ridge Rd
Sarasota,FL34231 		59-3056302 501(c)(3) 18,121       General
(45) The American Jewish Joint Distribution Committee Inc
711 Third Ave 10th Floor
New York,NY10017 		13-1656634 501(c)(3) 18,100       General
(46) The Clarion Project (Clarion Fund Inc)
1717 Pennsylvania Avenue NW No 1025
Washington,DC20006 		20-5845679 501(c)(3) 40,000       General
(47) The Investigative Project on Terrorism Foundation
5614 Connecticut Ave NW 3
Washington,DC20015 		13-4331855 501(c)(3) 25,000       General
(48) The Jewish Agency for Israel
633 3rd Avenue 21st Floor
New York,NY10017 		23-7254561 501(c)(3) 83,922       General
(49) The Jewish Federations of North America Inc
25 Broadway Suite 1700
New York,NY100041010 		13-1624240 501(c)(3) 285,241       General
(50) Thomas More Law Center
PO Box 393
Ann Arbor,MI48106 		38-3448297 501(c)(3) 10,000       General
(51) Tickets for Kids Charities
700 Blaw Avenue No 105
Pittsburch,PA15238 		02-0559825 501(c)(3) 7,000       General
(52) Van Wezel Performing Arts Hall
777 N Tamiami Trail
Sarasota,FL34236 		59-2807055 501(c)(3) 25,000       General
(53) Visible Men Academy Inc
921 63rd Ave East
Bradenton,FL34203 		46-0930264 501(c)(3) 5,000       General
(54) Yad Ezra V'Shulamit
Attn Tami Ellison 3470 Wilshire
Blvd Ste 1020
Los Angeles,CA90010 		46-0477228 501(c)(3) 5,000       General
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
54
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) SCHOLARSHIPS 198 213,313      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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) 2018



Additional Data


Software ID:  
Software Version:  


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2018

Schedule J (Form 990) 2018
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1HOWARD TEVLOWITZ
EXECUTIVE DIRECTOR 		(i)

(ii)		 184,201
-------------
0 		10,000
-------------
0 		3,699
-------------
0 		37,616
-------------
0 		28,650
-------------
0 		264,166
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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) 2018
Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee Inc
Employer identification number

59-1227747
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
(1) JACOB GREEN FAMILY MEMBER OF DIRECTOR 1,500 DOMESTIC TRAVEL SUBSIDY  
(2) ALEX HANAN FAMILY MEMBER OF DIRECTOR 2,500 OVERSEAS TRAVEL SUBSIDY  
(3) OLIVIA KNEGO FAMILY MEMBER OF DIRECTOR 5,000 OVERSEAS TRAVEL SUBSIDY  
(4) ABE PINTCHUCK FAMILY MEMBER OF EMPLOYEE 5,000 OVERSEAS TRAVEL SUBSIDY  
(5) EMMA KATZ FAMILY MEMBER OF EMPLOYEE 5,000 OVERSEAS TRAVEL SUBSIDY  
(6) MELANIE GREEN FAMILY MEMBER OF DIRECTOR 400 CAMP SCHOLARSHIP  
(7) NOAH KNEGO FAMILY MEMBER OF DIRECTOR 400 CAMP SCHOLARSHIP  
(8) MILION KNEGO FAMILY MEMBER OF DIRECTOR 650 CAMP SCHOLARSHIP  
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


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 imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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 21 1,511,840 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
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) (2018)
Schedule M (Form 990) (2018)
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
Part I, Line 32b: Federation uses 3rd party vendor, Donate a Car, for its auto donations. The 3rd party vendor receives the donation, processes the required paperwork, disposes of the automobile and remits the net amount to the Federation.
Schedule M (Form 990) (2018)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
The Jewish Federation of
Sarasota-Manatee 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. BARBARA ACKERMAN AND SEPI ACKERMAN ARE MOTHER IN LAW AND DAUGHTER IN LAW.
Form 990, Part VI, Section A, line 4 Summary of Changes to the Bylaws ARTICLE 1: Name The name will be officially changed to the D/B/A/ Federation has been using for the past several years - The Jewish Federation of Sarasota-Manatee, Inc. - upon approval of the Articles of Incorporation. ARTICLE 2: Purpose This Article was changed so as to be identical to the Purpose and Powers provisions of the Articles of Incorporation. ARTICLE 3: Prohibited Activities - New Article The provisions of this Article were previously contained in Article 2, however, the Governance Committee felt this should be a separate Article. While these prohibited activities are required to be included Articles of Incorporation but not in Bylaws, the Committee chose to include the identical language of the Purposes and Powers and Prohibited Activities both as a reference to what the Articles of Incorporation provide, as well as a reminder that any future changes to these provisions will necessitate an amendment to the Articles of Incorporation as well. ARTICLE 4: Offices (Article 3 of old Bylaws) No changes ARTICLE 5: Members (Article 4 of old Bylaws) 5.1 Individual Member (Old 4.1) - has been changed to add the age of 18, and is identical to the language of the new Articles of Incorporation. 5.2 Annual Membership Meeting (Old 4.3) - No substantive change 5.3 Notice (Old 4.4) - eliminated the requirement to include the names and terms of Officers and Directors on the notice of the annual membership meeting. The reason for the change is that the Board Annual Membership meeting usually takes place in November and the Annual Meeting of the Board of Director meeting - at which Officers and Directors are elected, may take place after the Membership meeting. 5.4 Special Meetings (Old 4.6) - can now only be called by the President - eliminated right of Vice President, other Officers and members to call such meeting. 5.5 Notice (Old 4.7) - No substantive change. 5.6 Right to Vote (Old 4.5) - No substantive change. 5.7 Quorum (Old 4.8) - No change. Article 4.2 of the old Bylaws - Member Privileges - was eliminated, and the Members right to vote is included in the new Article 5.6 - Right to Vote. ARTICLE 6: Directors (Article 5 of old Bylaws) - separated certain Articles into individual Articles for clarification. 6.1 General Powers - (Old 5.1) - changed to reflect return to the full, broader power and authority of the Board of Directors. 6.2 Number of Directors (part of old 5.2) - has been changed to a minimum of 11 and maximum of 29 to provide for an odd number. 6.3 Qualification (Old 5.2.1) - simply clarified language - no content change 6.4 Election - (part of old 5.2) added that Directors shall be elected at the Annual meeting of the Board of Directors - this was not clearly specified in the old Bylaws. 6.5 Term and Term Limit (part of old 5.2) - no change in three year term or 2 three year term limits - but adds and clarifies that the terms coincide with the Federation's fiscal year. 6.5.1 Staggered Terms (Old 5.2.2) - corrects mistake regarding 1/3 of the Board - it is actually 1/6th of the Board that may be terming off each year because each director is eligible to serve for two consecutive terms. 6.5.2 - Tolling - new provision - The time served as an officer is not counted against time served as a director for purposes of the term limits. This is a common practice and the rationale is to allow individuals enough time to gain appropriate experience on the board to be elected to officer positions, and then have enough time left to be able to serve in those positions without their terms expiring. This is actually what we have been doing - it just wasn't provided for in the Bylaws. 6.6 Lifetime Directors (Old 5.2.3 Honorary Directors) - the changes to this provision clarifies several issues regarding this class of directors. The term "honorary" infers that these directors are not actually voting members of the Board - but in our case, they are voting members - so the name for this class has been changed to "Lifetime" Directors. In effect, the concept for this category was to honor and keep individuals who have served as Federation Directors in an extraordinary manner, and desire and intend to remain, very engaged with the Federation in the future. This should not be an "automatic" appointment once someone has reached their 6 year term limit (two consecutive 3 year terms) - but rather - should reflect exceptional service and desire to remain involved. So we have included that going forward, to be eligible, the individual must have served on the Board for a minimum of 12 years. This provision also provides that these individuals shall have a "lifetime" appointment - however they are subject to all other requirements that elected directors are subject to - including attendance requirements, etc., and may be removed should they no longer remain involved. 6.7 Duties of Directors - new provision. The Governance Committee will be drafting policies for Board of Director's duties and Board evaluations. 6.8 Vacancy (Old 5.3) - added that if the time remaining in the original term is less than one half of the three year term, that individual may be elected for two full three year terms after completing the unexpired term. 6.9 Resignation (Old 5.4) - added that if a director fails to attend five consecutive Board meetings without having been granted a leave of absence, it shall be considered a resignation. The reason for this is we need Board members to attend and participate, and if someone misses 5 consecutive Board meetings it demonstrates a lack of interest in the organization and their responsibilities. We must have a quorum in attendance at all meetings, and if Directors fail to attend the Board cannot function effectively. 6.10 Leave of Absence - new provision - this was added to allow for Board members who have illnesses or other extenuating circumstances to be relieved of their responsibilities for up to one year without attendance penalty. 6.11 Removal of Directors. (Old 5.5) - added language regarding giving notice to the Director being considered for removal, eliminated the language regarding three Directors, and increased the number of meetings missed as cause for removal from 3 meetings to 4. ARTICLE 7: Meetings of the Directors (Article 6 of old Bylaws) 7.1 Regular Meetings (Old 6.1) - increased the minimum number of regular meetings from four to six. 7.2 Annual Meeting - new provision - this provision designates the meeting at which new Officers and Directors shall be elected for the upcoming fiscal year, and that this meeting shall take place within 60 days prior to the beginning of the new fiscal year. 7.3 Special Meetings (Old 6.2) - no substantive change. 7.4 Place of Meeting (Old 6.3) - no substantive change. 7.5 Notice of Meetings (Old 6.4) - clarified the number of days required for notice is calendar days, and also added 24 hour notice for emergency meetings. 7.6 Waiver of Notice (Old 6.5) - no substantive change. 7.7 Quorum - (Old 6.6) - included Honorary (now Lifetime) Directors as they are voting members of the Board. Added language to allow a meeting to be called without a quorum present, but that matters requiring a vote may be delayed in the event Directors arrive late for the meeting. Added language to allow matters left unresolved because a quorum wasn't achieved to be handled informally per Article 7.10 so that urgent votes do not have to be delayed until the next Board meeting. Also added language that a meeting held without a quorum present constitutes a meeting held for purposes of satisfying the required number of meetings. 7.8 Voting (Old 6.7) - added that Directors may not vote upon any matter in which they are deemed to have a conflict of interest. 7.9 Manner of Acting (Old 6.8) - clarified the number of votes required to approve certain actions - generally it is the majority of those present at a meeting in which there is a quorum. However, to amend the Bylaws or Articles of Incorporation, or to elect or remove Officers and Directors, there must be a majority of the full Board of Directors. For example - if there are a total of 35 directors entitled to vote - 18 votes are needed to approve these actions. Also - buy, sell, lease or dispose of the majority of the assets of Federation, or to approve a plan to dissolve or merge the Federation, an even greater number of votes is required - for example - if there are 35 voting members, 2/3 of them - or 24 directors - must vote in favor of the proposal. 7.10 Informal Action by Directors (Old 6.9) - Added that the written votes shall be maintained in the Corporate Minute Book.
Form 990, Part VI, Section A, line 4 Summary of Changes to the Bylaws (cont'd) 7.11 Agenda - new provision. This - together with 7.11.1 - clarifies the old 6.10 - Consent Agenda. Every meeting has an agenda - but we do not usually operate under a "consent agenda procedure as provided in the old Bylaws. These changes give us the option to do so - without requiring it be done so for every meeting. ARTICLE 8: Officers 8.1 Roster of Officers - changes the designation of Secretary/Parliamentarian to Secretary/Governance Officer and 8.1.1 adds a provision for President Elect. 8.2 Qualification - new provision - Added requirement that an individual must have served on the Board for at least a year before becoming eligible to become an Officer 8.3 Election and Term (Old 8.2) - Added definitive term limits for Officers. Old Bylaws allowed Officers to serve indefinitely by allowing them to be immediately elected to different Officer positions after serving for three terms. Proposed change limits term to a total of 3 consecutive two year terms regardless of office held - with the exception of the President, President Elect and Immediate Past President. The President is limited to 2 consecutive two year terms, and positions of President Elect and Immediate Past President are, by necessity, subject to the term of the then President. 8.4 Vacancy - new provision - added to allow vacancy of an Officer position to be filled in same manner as a vacancy on the full Board. 8.5 Removal (Old 8.3) - changed to provide more specifics - now allows removal to be done in the same manner as removal of a Director at Large. 8.6 President of the Board of Directors (Old 8.4) - changed to allow President to be an ex-officio member of the Nominating Committee. The President should have a voice in selecting the team of Directors he or she will be working with. 8.7 Vice-Presidents of the Board of Directors (Old 8.5) - no substantive change. 8.8 Secretary/Governance Officer (Old 8.6) - changed title of Parliamentarian to Governance Officer - and added responsibility of chairing Governance Committee. 8.9 Treasurer (Old 8.7) - added that the Treasurer shall be the Chair of the Finance/Investment Committee. 8.10 Immediate Past President - new provision. Added this as there was no specific position - although there were duties (chairing Nominating Committee) - for the Immediate Past President contained in the old Bylaws. ARTICLE 9: Executive Committee - This was made a separate Article rather than a sub-article (old 7.4 of Committees) - and changed the name from Operating to Executive Committee. 9.1 Executive Committee (Old 7.4) - added requirement for minimum of one year of service on Board of Directors to be eligible. 9.2 Meetings (Old 7.4.1) Increased minimum number of meetings from 8 to 10. 9.3 Quorum (Old 7.4.1A) Added same language regarding a quorum that pertains to the Board of Directors - i.e. - calling a meeting without a quorum but holding voting until a quorum is present, etc. 9.4 Informal Action by Executive Committee - new provision - allows for same requirements for informal action as provided to the Board of Directors. 9.5 Authority (Old 7.4.1C) Limited the scope of authority of the old Operating Committee so as to give more power back to the full Board. 9.5 a - g - added specific limitations on the authority of the Executive Committee relating to certain major actions. 9.6 Report to the Board - new provision - added requirement that the actions taken by the Executive Committee shall be regularly reported to the full Board. ARTICLE 10: Committees (Article 7 of Old Bylaws) 10.1 Committees (Old 7.1) - No substantive change 10.2 Committee Chairs (Old 7.2) - Added that non-Board members may serve on committees,and that the CEO can designate staff liaisons to assist committees - but that staff shall not be considered a voting member of the committee. 10.3 Standing Committees (Old 7.3) - Eliminated Operating Committee and added Personnel and Governance Committees 10.3.1 Audit Committee (Old 7.5) - (b) - Added number of meetings needed annually 10.3.2 Finance/Investment Committee (Old 7.6) - Added requirement that Treasurer shall be the Chair. Also replaced references that budgets shall be submitted "to the Operating Committee for approval" with "to the Board of Directors for approval". Added that one meeting is required per quarter. 10.3.3 Governance Committee - new provision. New standing committee to be chaired by Secretary/Governance Officer and responsible for reviewing all governance documents, policies and matters. 10.3.4 Personnel Committee - new provision - We have had a Personnel Committee for quite some time and decided to declare it a standing committee. This committee will be responsible for working with the Human Resources staff and reviewing personnel policies, compensation structure, etc., as well as CEO contract, salary and annual evaluations. 10.3.5 Community Relations Committee - new provision - Another long time committee that deals with Federation's public affairs matters. The Governance Committee also recommends that this be a standing committee. 10.3.6 Nominating Committee (Old 7.7) - increased the membership of the committee to include members of the community at large. 10.4 Vacancies (Old 7.9) - added "with the approval of the President". 10.5 Special Meetings - new provision - added to allow special meetings to be called. 10.6 Notice of Meetings (Old 7.10) - removed provision that Notice cannot exceed 60 days and added 24 hour notice for special or emergency meetings. 10.7 Waiver of Notice (Old 7.11) No substantive change. 10.8 Quorum (Old 7.12) Changed to allow the same requirements as for Board and Executive Committee meetings as far as calling meeting without a quorum, etc. 10.9 Informal Action by Committees - new provision - Added to allow same informal action as allowed for Board and Executive Committee - written affirmative vote of 2/3 of total members. 10.10 Voting (Old 7.13) - No substantive change. Old Article 7.14 - Expenditures - was eliminated. Our committees generally do no have expenses - except event committees which are not covered by these Bylaws - and to the extent they do, that should be provided in the annual budget. ARTICLE 11: General Provisions 11.1 Notices - added that notice of emergency meetings may be given by personal delivery, electronic or telephonic means. 11.2 Electronic Presence (Old 11.4) - No substantive change. 11.3 Proxy Voting (Old 11.5) - No change. Old Article 11.2 - Amendments - this Article has been eliminated and is now covered separately by Article 16. Old Article 11.3 - Parliamentary Authority - has been eliminated. No one even knew what the referenced RULES OF ORDER were. Our authority is now the new Bylaws. Old Articles 11.6 through 11.10 are now contained in Article 13: Operations. ARTICLE 12: Chief Executive Officer (Article 9: Employment of Old Bylaws) 12.1 Chief Executive Officer (Old 9.1 - Executive Director) - changed the title to CEO. 12.2 Duties of the Chief Executive Director (Old 9.2) - No substantive change. 12.3 Review (Old 9.3) - No substantive change. ARTICLE 13: Operations - New Article 13.1 Fiscal Year - was previously contained in Old 11.7 - Finance 13.2 Finances (Old 11.7) - No substantive change. 13.3 Stock and Dividends - new provision - Federation shall issue no stock or dividends. 13.4 Compensation/Services (Old 11.6) - No substantive changes. 13.5 Loans - new provision - Federation shall not make loans to Officers, Directors or employees. 13.6 Fiscal and Contractual Obligations - new provision - provides that no Officer, Director or employee can enter into a contract on behalf of Federation unless approved by the Board or Executive Committee or the cost is already contained in the approved budget. 13.7 Signatories (Old 11.8) - eliminated policies and procedures of the Operating Committee. The policy regarding this was approved by the Board. 13.8 Bonding/Crime Insurance Policy (Old 11.9) - added that the cost of the policy shall be paid by Federation. 13.9 Corporate Minute Book (Old 11.10) - No substantive change. ARTICLE 14: Indemnification (Article 10 of old Bylaws) 14.1 Conditions (Old 10.1) - added that no indemnification will be provided for fraudulent acts and criminal conduct. Also added extension of coverage to indemnitees' heirs, legal representatives, successors and assigns. 14.2 Determination (Old 10.2) - eliminated that the determination could be made by a committee of directors who were not party to the claim. The Governance Committee felt that this is something that should be addressed by the full Board.
Form 990, Part VI, Section A, line 4 Summary of Changes to the Bylaws (cont'd) ARTICLE 15: Dissolution (Article 12 of old Bylaws) 15.1 (Old 12.1) - included Section 170(c)(2) of the Internal Revenue Code which defines corporations entitled to receive charitable contributions. ARTICLE 16: Amendments (Article 11.2 of old Bylaws) 16.1 - changed the vote necessary from 3/4 of the Directors present at the meeting to a majority of the full Board of Directors. This ensures that the majority of the Board approves the amendments whereas 3/4 of a quorum may not represent the majority. Also eliminated the language requiring that amendments shall be consistent with state and federal law as that is understood and not necessary to include - and to the extent the Bylaws are deemed contrary to Florida Law, Article 17 provides that Florida Law shall control. ARTICLE 17: Effective Date (Article 13; Revised By Laws of Old Bylaws) 17.1 Acceptance and Effective Date - will provide the date that these amended Bylaws were approved by the Board, and also that to the extent that the Bylaws conflict with any provision of the Articles of Incorporation or Florida Law, the AOI or Florida Law shall control.
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.
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.
Form 990, Part VI, Section B, line 11b The Jewish Federation of Sarasota-Manatee 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 Jewish Federation of Sarasota-Manatee, 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 4/2016. 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 this position is approved by the Board. This contract is 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 the public upon request.
Form 990, Part XI, line 9: CHANGE IN SPLIT INTEREST AGREEMENTS -11,039.
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) 2018


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