2024-09-30T10:20:00-05:00 2023-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-01-01 844275421 NEW YORK JEWISH AGENDA INC NEWY 6464703510 PO BOX 380 RADIO CITY STATION NEW YORK NY 10101 PHYLISA WISDOM EXECUTIVE DIRECTOR 6464703510 2024-09-24 1 0 FREDERICK MARTENS P00298107 2126972299 2023 2024-10-15 13:58:12Z NEW YORK JEWISH AGENDA PHYLISA WISDOM PO BOX 380 RADIO CITY STATION NEW YORK NY 10101 189583 0 X NYJA.ORG X 2020 NY THE NEW YORK JEWISH AGENDA AMPLIFIES THE VOICE OF JEWISH COMMUNITY LEADERS WHOSE SHARED VALUES MOTIVATE THEM TO PROMOTE SOCIAL JUSTICE, COMBAT ANTISEMITISM, AND SUPPORT A DEMOCRATIC VISION OF ISRAEL. WE ENGAGE ON CRITICAL ISSUES ACROSS NEW YORK CITY AND STATE THROUGH ADVOCACY, EDUCATION, AND COLLABORATION. 5 5 2 5 0 0 221321 189583 0 0 0 0 0 0 221321 189583 0 0 0 0 192807 92934 0 0 20980 31111 37832 223918 130766 -2597 58817 30471 90026 0 738 30471 89288 X THE NEW YORK JEWISH AGENDA AMPLIFIES THE VOICE OF JEWISH COMMUNITY LEADERS WHOSE SHARED VALUES MOTIVATE THEM TO PROMOTE SOCIAL JUSTICE, COMBAT ANTISEMITISM, AND SUPPORT A DEMOCRATIC VISION OF ISRAEL. WE ENGAGE ON CRITICAL ISSUES ACROSS NEW YORK CITY AND STATE THROUGH ADVOCACY, EDUCATION, AND COLLABORATION. 0 0 87853 ADVOCACY AND EDUCATION:WE HAVE WORKED TO SHAPE THE PUBLIC NARRATIVE ABOUT THE JEWISH COMMUNITY'S POLITICAL BELIEFS AND HAVE EDUCATED OUR CONSTITUENCY ABOUT THE ISSUES THAT MATTER MOST TO OUR COMMUNITIES. 87853 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X THE ORGANIZATION 6464703510 PO BOX 380 RADIO CITY STATION NEW YORK NY 10101 NANCY KAUFMAN BOARD CHAIR 1.00 X X 0 0 0 MATT NOSANCHUK TO JUL 2023 PRESIDENT AND EXECUTIVE DIRECTOR 40.00 X X 27000 0 9758 KARYN GERSHON TREASURER 1.00 X X 0 0 0 RABBI SHARON KLEINBAUM BOARD MEMBER 1.00 X 0 0 0 AMY SPITALNICK BOARD MEMBER 1.00 X 0 0 0 RABBI RACHEL TIMONER BOARD MEMBER 1.00 X 0 0 0 PHYLISA WISDOM AS OF JUL 2023 EXECUTIVE DIRECTOR 40.00 X 0 0 0 27000 0 9758 0 0 0 0 0 189583 189583 189583 0 0 0 X 36756 25925 3773 7058 47650 35134 5333 7183 355 294 15 46 8173 5916 879 1378 6268 6268 23481 15471 4249 3761 716 211 415 90 567 500 67 1537 1122 154 261 2230 1628 223 379 1870 1309 561 1154 843 115 196 BANK SERVICE CHARGES 9 9 130766 87853 21933 20980 29533 90026 938 30471 90026 738 0 738 X 30471 89288 30471 89288 30471 90026 58817 0 X 0 0 0 X 270327 246384 221321 189583 927615 270327 246384 221321 189583 927615 133240 794375 927615 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 1941 1 0 1941 0 PART II-B, LINE 1: NYJA OCCASIONALLY CONTACTS ELECTED OFFICIALS DIRECTLY TO ENCOURAGE THEM TO SUPPORT LEGISLATION ALIGNED WITH NYJA'S VALUES. NYJA ALSO OCCASIONALLY RECRUITS VOLUNTEERS TO CONTACT THEIR ELECTED OFFICIALS ABOUT SPECIFIC PIECES OF VALUES-ALIGNED LEGISLATION USING OUR MAILING LIST. FORM 990 - CHANGE IN NET ASSETS DURING THE 2023 CALENDAR YEAR THE ORGANIZATION UNDERWENT SOME MANAGEMENT CHANGES. THE FORMER EXECUTIVE DIRECTOR TRANSITIONED TO A PART TIME ROLE IN JANUARY OF 2023 AND OFFICIALLY STEPPED DOWN AT THE END OF THE SECOND QUARTER AND WAS REPLACED IN LATE JULY 2023 BY PHYLISA WISDOM WHO SERVED AS EXECUTIVE DIRECTOR THROUGH THE END OF THE FISCAL YEAR. THE ORGANIZATION COMPENSATED PHYLISA WISDOM THROUGH A TEMPORARY PAYROLL SPONSOR. DURING THE TRANSITION AND ADJUSTMENT PERIOD FUNDRAISING EFFORTS SLOWED DOWN BUT QUICKLY PICKED UP ONCE THE NEW EXECUTIVE DIRECTOR WAS FULLY ONBOARDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE ORGANIZATION'S PRESIDENT AND EXECUTIVE DIRECTOR, AND IS PROVIDED TO THE BOARD OF DIRECTORS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGMENT AND DISCLOSURE FORM. ALL COMPLETED FORMS ARE PROVIDED TO AND REVIEWED BY THE CHAIR. ANY POTENTIAL CONFLICT OF INTEREST WHICH COULD RESULT IN A DIRECT OR INDIRECT FINANCIAL OR PERSONAL BENEFIT TO A DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS MUST BE DISCLOSED, IN GOOD FAITH, TO THE BOARD OF DIRECTORS. THE INTERESTED INDIVIDUAL MAY PARTICIPATE IN THE INFORMATION-GATHERING STAGE OF THE BOARD OF DIRECTORS DISCUSSION, BUT WILL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING SUCH CONTRACT OR OTHER TRANSACTION. THE INTERESTED INDIVIDUAL MAY NOT VOTE ON SUCH CONTRACT OR OTHER TRANSACTION. THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS OR COMMITTEE WILL REFLECT: (A) THAT THE CONFLICT OF INTEREST WAS DISCLOSED; (B) THAT THE INTERESTED INDIVIDUAL WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE OF THE BOARD OF DIRECTORS OR COMMITTEE; AND (C) THAT THE INTERESTED INDIVIDUAL ABSTAINED FROM VOTING. ALL QUESTIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS WILL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS IN WHICH THE INTERESTED INDIVIDUAL MAY NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY FOR THE EXECUTIVE DIRECTOR WAS DETERMINED BASED UPON A GENERALLY ACCEPTED UNDERSTANDING OF COMPENSATION FOR NON-PROFIT STAFF. THE SALARY WAS INCLUDED IN THE BUDGET THAT WAS APPROVED BY THE BOARD OF DIRECTORS AT NYJA'S INAUGURAL BOARD MEETING IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC ON A CASE BY CASE BASIS DETERMINED UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 14,971. MANAGEMENT AND GENERAL EXPENSES 2,051. FUNDRAISING EXPENSES 3,486. TOTAL EXPENSES 20,508. CONSULTING: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 275. TOTAL EXPENSES 775. OTHER PROFESSIONAL FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,198. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,198.