2024-05-10T10:56:37-05:00 2023-06-30 351178661 BLUE & CO LLC 720 EAST PETE ROSE WAY STE 100 CINCINNATI OH 45202 990 2022-07-01 261670104 ROOTS OF REFORM JUDAISM INC ROOT 6176841882 PO BOX 498009 CINCINNATI OH 45249 VICKI WOOLNER SAMUELS PRESIDENT 6176841882 2024-05-08 1 VICKI WOOLNER SAMUELS 999009999 0 ANGELA N CRAWFORD CPA P00573197 5132414507 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z VICKI WOOLNER SAMUELS PO BOX 498009 CINCINNATI OH 45249 598832 0 X ROOTSOFREFORM.ORG X 2007 MA THE ORGANIZATION IS COMMITTED TO THE PRESERVATION AND CREATIVE NURTURING OF HISTORIC IDEALS OF CLASSICAL REFORM JUDAISM WITH ITS PROGRESSIVE SPIRITUAL VALUES, INTELLECTUAL FOUNDATIONS AND DISTINCTIVE WORSHIP TRADITIONS. 24 24 6 24 0 0 436632 317342 0 0 87213 93652 0 5803 523845 416797 0 0 0 0 316519 343993 0 0 69659 80282 87730 396801 431723 127044 -14926 871027 823445 716 256 870311 823189 X THE ORGANIZATION IS COMMITTED TO THE PRESERVATION AND CREATIVE NURTURING OF HISTORIC IDEALS OF CLASSICAL REFORM JUDAISM WITH ITS PROGRESSIVE SPIRITUAL VALUES, INTELLECTUAL FOUNDATIONS AND DISTINCTIVE WORSHIP TRADITIONS. 0 0 76204 PUBLICATION PROGRAM-DISTRIBUTION OF THE UNION PRAYER BOOK-SINAI EDITION, REVISED (2012)-A CONTEMPORARY LANGUAGE VERSION OF REFORM LITURGY, USED BY CONGREGATIONS AROUND THE COUNTRY AND THE HEBREW UNION COLLEGE, THE NEW UNION HAGGADAH (2014) NEW REVISION OF THE HISTORIC PASSOVER LITURGY CO-PUBLISHED BY THE CENTRAL CONFERENCE OF AMERICAN RABBIS, AND THE RISE AND GROWTH OF REFORM JUDAISM (2015), PUBLISHED BY THE JEWISH PUBLICATION SOCIETY, BHADRAT KODESH PUBLISHED BY SCRJ AND HAR-EL SYNAGOGUE OF JERUSALEM. PUBLICATION AND DISTRIBUTION OF THE REFORM ADVOCATE JOURNAL OF ARTICLES, ESSAYS ON REFORM JUDAISM.THE ORGANIZATION HAS UNDERTAKEN THE PUBLICATION OF MONOGRAPHS FOR SPIRITUAL & RELIGIOUS USES THROUGHOUT THE YEAR. COMPLETED ARE SERVICES FOR SABBATH EVE, REFLECTIONS AND MEDITATIONS AT A TIME OF MOURNING, YOM KIPPUR PRAYERS AND READINGS, AND SABBATH READINGS FOR HOME AND FAMILY AS WELL AS OTHERS. THESE WILL SUPPORT UNDERSERVED INDIVIDUALS AND COMMUNITIES WITH RESOURCES SUPPORTING CLASSICAL REFORM BELIEFS AND PRACTICES. 77210 NATIONAL OUTREACH- THROUGH THE PRESENTATION OF IN ORGANIZATIONS SERMONS, SCHOLARLY LECTURES AND EDUCATIONAL PROGRAMS AT SYNAGOGUES AND SEMINARIES AROUND THE WORLD, WORSHIP SERVICES AND PRESENTATIONS AT INTERNATIONAL, NATIONAL, AND REGIONAL GATHERINGS OF THE REFORM MOVEMENT AND AT REFORM SYNAGOGUES AROUND THE COUNTRY. THE ORGANIZATION'S OBJECTIVES ARE TO EDUCATE THE BROADER REFORM JEWISH COMMUNITY ON THE VISION AND WORK OF THE ORGANIZATION AND TO REACH OUT TO PRESENTLY NON-AFFILIATED INDIVIDUALS THROUGH RESOURCES TO SUPPORT THEIR SPIRITUAL AND RELIGIOUS NEEDS. THESE PROGRAMS AND ACTIVITIES REACHED MORE THAN 5,000 INDIVIDUALS ANNUALLY. 46518 PARTNERSHIP AT HEBREW UNION COLLEGE -AMONGST THE MOST IMPORTANT CONNECTIONS THE ORGANIZATION HAS CREATED IS THE PARTNERSHIP WITH THE HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION, THE FOUR-CAMPUS SEMINARY OF THE REFORM JEWISH MOVEMENT. THE ORGANIZATION PROVIDES FINANCIAL AND PROGRAMMATIC RESOURCES FOR ALL THESE CAMPUSES: CINCINNATI, LOS ANGELES, JERUSALEM, AND NEW YORK. THE ORGANIZATION PROVIDES SCHOLARSHIPS, INTERNSHIPS, FELLOWSHIPS, AND EDUCATIONAL MATERIALS STEEPED IN THE TRADITION AND PRINCIPLES OF THEIR REFORM HERITAGE, FOR STUDENTS IN THE RABBINIC, CANTONAL, AND EDUCATIONAL PROGRAMS. MORE THAN 100 STUDENTS AND A DOZEN FACULTY MEMBERS ARE PARTICIPANTS IN THE VARIOUS FACETS OF THESE PROGRAMS. 6392 6392 206324 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 0 GA IL MA X THE ORGANIZATION 6176841882 PO BOX 498009 CINCINNATI OH 45249 BH LEVY JR CHAIRMAN, ENDOWMENT COMMITTEE CHAIR 1.00 X X 0 0 0 DOUG PIKE PRESIDENT 10.00 X X 0 0 0 JENNIFER CASSELL VICE PRESIDENT,FINANCE COMMITTEE CHAIR 5.00 X X 0 0 0 MARK WALLFISCH CLERK 1.00 X X 0 0 0 RABBI BEN AZRIEL TREASURER 1.00 X X 0 0 0 VICTORIA WOOLNER SAMUELS IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 BARBARA LEVY BOARD MEMBER 1.00 X 0 0 0 CANTOR YVON SHORE BOARD MEMBER 1.00 X 0 0 0 CHUCK UDELL BOARD MEMBER 1.00 X 0 0 0 DR BENJAMIN LEVY BOARD MEMBER 1.00 X 0 0 0 DR MADELYN KATZ BOARD MEMBER, EDUCATION COMMITTEE 1.00 X 0 0 0 EAFAT NEWTON BOARD MEMBER 1.00 X 0 0 0 FLOSSIE WEILL BOARD MEMBER, CHAIR-GOVERNANCE COMM. 1.00 X 0 0 0 LARRY PIKE BOARD MEMBER, CHAIR-ADVANCEMENT COMM. 1.00 X 0 0 0 RABBI ANDRUE KAHN BOARD MEMBER 1.00 X 0 0 0 RABBI BEN ZEIDMAN BOARD MEMBER 1.00 X 0 0 0 RABBI DEVON A LERNER BOARD MEMBER 1.00 X 0 0 0 RABBI EDWARD P COHN BOARD MEMBER 1.00 X 0 0 0 RABBI JOEL SIMONDS BOARD MEMBER 1.00 X 0 0 0 RABBI ROBERT HAAS BOARD MEMBER 1.00 X 0 0 0 SCOTT KUMER BOARD MEMBER 1.00 X 0 0 0 SCOTT O'NEAL BOARD MEMBER 1.00 X 0 0 0 SIMON BARRAD BOARD MEMBER 1.00 X 0 0 0 SUSAN SOLOMON BOARD MEMBER 1.00 X 0 0 0 RABBI KENNETH A KANTER RABBINIC DIRECTOR 40.00 X 175500 0 0 175500 0 0 1 0 1 0 0 317342 317342 50781 50781 224906 182035 42871 42871 42871 OTHER INCOME 900099 5803 5803 5803 416797 0 0 99455 171073 102644 34215 34214 107223 34020 65498 7705 65697 31616 24958 9123 9361 9361 2572 2572 2318 1159 1159 12041 2895 3128 6018 4170 2502 417 1251 6904 3452 3452 20819 9578 6244 4997 6450 6450 REFORM ADVOCATE PUBLICA 12515 11264 1251 PUBLIC RELATIONS 4825 2413 2412 RABBNIC SUPPORT 4355 4355 DUES & SUBSCRIPTIONS 1400 426 485 489 431723 206324 155740 69659 59062 86237 49203 15378 20000 15000 27865 1335 2700 2700 712197 702795 871027 823445 716 256 716 256 X 828763 771267 41548 51922 870311 823189 871027 823445 -14926 -32196 0 X X 0 1 X 1 0 X 197108 34314 293744 436632 317342 1279140 197108 34314 293744 436632 317342 1279140 404838 874302 27437 2850 19752 32790 50781 133610 626 320 5803 6749 1419499 0.61590 0.87700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 744671 61456 90031 2572 713524 860504 -52469 60000 3364 744671 894607 179988 210597 3494 860504 1093558 -41996 155047 1908 894607 1044917 257149 204146 4362 1093558 1.00000 0 0 0 X 382029 -32196 -32196 414225 2572 2572 416797 429151 0 429151 2572 2572 431723 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS TO PERPETUATE CLASSICAL REFORM JUDAISM FOR FUTURE GENERATIONS BY PROVIDING FUTURE OPERATING FUNDS. PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 RABBI KENNETH A KANTER RABBINIC DIRECTOR 129930 0 0 0 45570 0 0 0 0 0 175500 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR LARRY PIKE IS THE FATHER OF PRESIDENT DOUGLAS H. PIKE. DIRECTOR B.H. LEVY, JR. IS THE FATHER OF DR. BENJAMIN LEVY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED, REVISED AS APPROPRIATE, AND APPROVED BY THE EXECUTIVE COMMITTEE CONSISTING OF SEVEN BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REQUIRES EACH DIRECTOR AND OFFICER TO CONFORM WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15B THE RABBINIC DIRECTOR COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE AND IS BASED UPON THE DIRECTORS COMPENSATION LEVEL AT HIS PREVIOUS EMPLOYMENT, HIS REQUIRED DUTIES, AND THE AMOUNT OF TIME TO BE EXPENDED AT THE ROOTS FOR REFORM JUDAISM, INC. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINACIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ACKERMAN FAMILY FOUNDATION FOR CLASSICAL REFORM JUDAISM 5956 SHERRY LANE NO 1600 DALLAS TX 75225 473933039 SUPPORTING ORGANIZATION TX 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0