2026-08-17T10:49:10+00:00 2025-12-31 135381590 BDO USA 200 PARK AVE 38TH FLOOR NEW YORK NY 10166 990 2025-01-01 135562424 WORLD ORT INC WORL 2125057700 15 WEST 38TH STREET 9TH FLOOR NEW YORK NY 10018 DOV BEN-SHIMON CEO 2026-08-17 true CHRISTINA PATTEN P01972759 2128858000 2026-08-12 2025 2025-03-06 01:10:19Z ORT AMERICA INC DOV BEN-SHIMON 15 WEST 38TH STREET 9TH FLOOR NEW YORK NY 10018 18540785 false X WWW.ORT.ORG X 1969 NY TO TRANSFORM LIVES THROUGH EDUCATION DRIVEN BY JEWISH VALUES AND INNOVATION THAT EMPOWERS PEOPLE AND STRENGTHENS COMMUNITIES. 29 29 41 250 52264 0 13434759 15581559 0 0 520587 831673 1001450 515397 14956796 16928629 7654305 8813222 0 4139420 3372783 0 240263 3031875 2873364 14825600 15059369 131196 1869260 23047447 25202317 5861592 5397636 17185855 19804681 TO TRANSFORM LIVES THROUGH EDUCATION DRIVEN BY JEWISH VALUES AND INNOVATION THAT EMPOWERS PEOPLE AND STRENGTHENS COMMUNITIES. false false 9002594 8813222 0 ORT AMERICA PROVIDES FINANCIAL SUPPORT TO THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 30 COUNTRIES, BENEFITTING OVER 200,000 BENEFICIARIES ANNUALLY. THE CUTTING-EDGE EDUCATION ACQUIRED AT ORT SCHOOLS, COLLEGES AND INTERNATIONAL PROGRAMS PROVIDE MARKETABLE SKILLS THAT ENABLE STUDENTS TO ATTAIN SUCCESSFUL CAREERS, BECOME COMMUNITY LEADERS AND LIVE INDEPENDENTLY. AMONG THE RECIPIENTS OF FINANCIAL SUPPORT FROM ORT AMERICA ARE THE ORT PROGRAMS IN THE UNITED STATES, INCLUDING THE JEWISH VOCATIONAL SERVICES CENTER OF DETROIT WHICH HAVE ADULT EDUCATION PROGRAMS ORIENTED TOWARD JOB PLACEMENT IN THEIR CHOSEN FIELD AND THE BARUCH COLLEGE FUND. OVERSEAS PROGRAMS THAT ORT AMERICA PROVIDES FUNDING TO INCLUDE KADIMA MADA (SCIENCE JOURNEY), WHICH IS AN INITIATIVE OF THE GLOBAL ORT PROGRAM THAT FOCUSES ON STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) INSTRUCTION IN COOPERATION WITH THE ISRAEL MINISTRY OF EDUCATION TO ELEVATE SCIENCE AND TECHNOLOGY EDUCATION FOR ISRAELI MIDDLE AND HIGH SCHOOLS IN LOW-INCOME REGIONS AS A MEANS OF ENHANCING OPPORTUNITIES FOR THE STUDENTS SERVED. ORT'S LATIN AMERICA PROGRAM IS ANOTHER KEY RECIPIENT OF FUNDING, ASSURING THAT JEWISH AND OTHER STUDENTS IN ARGENTINA, MEXICO, BRAZIL, AND OTHER LATIN AMERICAN COUNTRIES RECEIVE A CUTTING-EDGE EDUCATION LEADING TO MEANINGFUL CAREERS. ANOTHER PRIMARY RECIPIENT OF ORT AMERICA FUNDING IS THE ORT PROGRAM IN THE FORMER SOVIET UNION AND BALTIC STATES. OVER ROUGHLY THIRTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING OVER 15,000 STUDENTS. 3804804 0 0 SUPPORT OF THE GLOBAL ORT PROGRAM RELIES ON AN ACTIVE, KNOWLEDGEABLE, AND MOTIVATED LEADERSHIP AND MEMBERSHIP BASE. THIS, IN TURN, NECESSITATES A SUSTAINABLE STRUCTURE FOR OUTREACH, AS WELL AS LEADERSHIP TRAINING AND NEXT GENERATION INITIATIVES. ORT AMERICA'S MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMEN'S AMERICAN ORT. 484601 0 0 COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICA'S GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORT'S GLOBAL PROGRAMS, AS WELL AS PROMOTING ORT'S VALUES, THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD. 13291999 true true false false false false false false false true false true false false true true true false false false true true false false true false false true false true false false false false false false false false false false true false false false false true false false false false true 36 0 true 41 true true true false false false false true true false false false false false false X 29 29 true false true false true true false true true false true true true true true true true true true true false false CA CO CT FL GA AL IL KS KY ME AK MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI X X LILY JOY M SEMBRANO CONTROLLER 2125057700 15 WEST 38TH STREET 9TH FLOOR NEW YORK NY 10018 GAIL LANZNAR VICE PRESIDENT AND SECRETARY 5.0 0 X X 0 0 0 LOUANNE SMOLIN CHAIR OF THE EXECUITVE COMMITTEE 5.0 0 X X 0 0 0 MARK ADLER VP/ASSOCIATE TREASURER 5.0 0 X X 0 0 0 MICHAEL PERLMUTER BOARD CHAIR 8.0 1.0 X X 0 0 0 SAUL BERKOWITZ VICE PRESIDENT AND TREASURER 5.0 0 X X 0 0 0 SUELLEN KADIS VICE PRESIDENT 4.0 0 X X 0 0 0 AUSTIN CENTER MEMBER - EXECUTIVE COMMITTEE 1.0 0 X 0 0 0 BARBARA ROSS BOARD MEMBER 0.3 0 X 0 0 0 BARBARA SIEGEL BOARD MEMBER 0.3 0 X 0 0 0 BUBBA URDAN MEMBER - EXECUTIVE COMMITTEE 0.3 0 X 0 0 0 CONRAD GILES MEMBER - EXECUTIVE COMMITTEE 1.0 0 X 0 0 0 DANIELLE WEIZMAN BOARD MEMBER 0.3 0 X 0 0 0 DAVID EATON BOARD MEMBER 1.0 0 X 0 0 0 DEBRA KANTER MEMBER - EXECUTIVE COMMITTEE 3.0 0 X 0 0 0 GREGORY MARCUS BOARD MEMBER 0.3 0 X 0 0 0 HOWARD LANZNAR EX-OFFICIO 4.0 0 X 0 0 0 JAN KUSHNER BOARD MEMBER 1.0 0 X 0 0 0 JON LEVINE MEMBER - EXECUTIVE COMMITTEE 1.0 0 X 0 0 0 JONATHAN LANZNAR BOARD MEMBER 0.3 0 X 0 0 0 JOSEF LOEFFLER MEMBER - EXECUTIVE COMMITTEE 1.0 0 X 0 0 0 JUDITH MENIKOFF MEMBER - EXECUTIVE COMMITTEE 4.0 0 X 0 0 0 JUSTIN POLLACK BOARD MEMBER 0.3 0 X 0 0 0 KEITH LINCH BOARD MEMBER (THRU 8/2025) 0.3 0 X 0 0 0 LAWRENCE WOLFE BOARD MEMBER 0.3 0 X 0 0 0 LEWIS ZIPKIN BOARD MEMBER 0.3 0 X 0 0 0 RICHARD BERNSTEIN BOARD MEMBER 1.0 0 X 0 0 0 ROBERT GREY MEMBER - EXECUTIVE COMMITTEE 3.0 0 X 0 0 0 ROBERTA GOODMAN BOARD MEMBER 0.3 0 X 0 0 0 STEVEN COHEN BOARD MEMBER 1.0 0 X 0 0 0 SUSAN GOLDMAN BOARD MEMBER 0.3 0 X 0 0 0 ALLISON WEINGER CEO - ORT AMERICA 35.0 0 X 289434 0 32697 JUDITH ALPERIN CHIEF DEVELOPMENT OFFICER (THRU 02/2025) 35.0 0 X 65738 0 1509 ROBERT ADLEMAN CONTRACTED CFO (SEE SCHEDULE O) 15.0 0 X 0 0 0 ANNA B STEIN MARKETING DIRECTOR/CHIEF IMPACT OFFICER 35.0 0 X 165976 0 25573 HEATH BLUMSTEIN SENIOR FUNDRAISER 35.0 0 X 146260 0 23007 LILY JOY M SEMBRANO CONTROLLER 35.0 5.0 X 161203 0 40220 NICOLE MILLER DIRECTOR, MICHIGAN REGION 35.0 0 X 184600 0 26333 ROBIN ISAACSON NATIONAL DIRECTOR, PLANNED GIVING 35.0 0 X 148777 0 24688 1161988 0 174027 9 false true false CAREY & CO 200 PARK AVENUE 3TH FLOOR NEW YORK NY 10166 FRACTIONAL CFO SERVICE 149085 BDO USA 200 PARK AVENUE 38TH FLOOR NEW YORK NY 10166 AUDIT & TAX 123550 2 32321 1265927 190907 14092404 1162151 15581559 0 0 0 0 0 455681 0 0 455681 2458 0 0 2458 0 0 1497058 1121066 375992 0 375992 0 0 375992 446682 1265927 491090 -44408 0 -44408 MISCELLANEOUS REVENUE 900099 344757 0 0 344757 INCOME FROM REAL ESTATE PARTNERSHIPS 900099 212590 0 52264 160326 0 0 0 0 557347 16928629 0 52264 1294806 65000 65000 8748222 8748222 389379 289011 79520 20848 2306738 1714721 469047 122970 248030 184097 50653 13280 183359 136096 37446 9817 245277 182054 50091 13132 63842 0 63842 0 114683 43852 70831 0 76577 0 76577 0 537223 200946 324574 11703 153781 148727 3964 1090 154929 123106 24035 7788 606902 506624 75737 24541 43817 29507 14310 0 207267 169504 36609 1154 4871 3842 777 252 69654 54947 11108 3599 LOCAL REGIONS & CHAPTERS EXPENSE 512209 512209 0 0 MISCELLANEOUS EXPENSES 208508 136046 63678 8784 UNRELATED BUSINESS TAX EXPENSE 55463 0 55463 EQUIPMENT LEASE EXPENSE 40167 32537 6455 1175 23471 10951 12390 130 15059369 13291999 1527107 240263 2974764 2712083 2316017 2397949 1033079 1906395 0 0 0 0 275844 176624 0 0 4870 0 11509767 13477109 3340698 3722976 0 1592408 809181 23047447 25202317 224853 235301 1615983 1515950 65995 15188 0 0 3954761 3631197 5861592 5397636 X 8048193 11044386 9137662 8760295 17185855 19804681 23047447 25202317 X 1869260 1082240 -332674 X false true true false X 14088130 20201699 13511851 13434759 15581559 76817998 0 0 0 0 14088130 20201699 13511851 13434759 15581559 76817998 4312329 72505669 140148 203047 340057 378518 458139 1519909 172022 3129829 1300865 52841 52264 4707821 468948 -1088806 117634 1070185 505083 1073044 84118772 0 0.86194 0.87906 X SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - PARTNERSHIP DEBT FINANCED INCOME (UBTI), COLUMN A - 0.0, COLUMN B - -1250528.0, COLUMN C - -94425.0, COLUMN D - 1052317.0, COLUMN E - 160326.0, COLUMN F - -132310.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 468948.0, COLUMN B - 161722.0, COLUMN C - 212059.0, COLUMN D - 17868.0, COLUMN E - 344757.0, COLUMN F - 1205354.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15332037 60450 1101749 403039 16091197 14881557 56496 737765 343781 15332037 13533726 688039 893648 233856 14881557 14387319 130437 -647586 336444 13533726 10797726 103313 3667052 180772 14387319 0.1318 0.323 0.5452 false true true CLOSELY-HELD EQUITY INTERESTS FINANCIAL DERIVATIVES TREASURY BONDS 2883461 F TRUST FUND 562132 F POOLED INVESTMENT FUNDS 236840 F STATE OF ISRAEL BONDS 18300 F ALTERNATIVE INVESTMENT 15835 F INVESTMENT IN LIFE INSURANCE CONTRACT 6408 F 3722976 FEDERAL INCOME TAXES SPLIT-INTEREST AGREEMENT OBLIGATION 1786246 ACCRUED PENSION PAYABLE 831448 DUE TO AFFILIATE 722452 ACCRUED POSTRETIREMENT BENEFIT COST 236412 OPERATING LEASE LIABILITY 35797 EMPLOYEES' SEVERANCE PAYABLE 18842 3631197 X 17764890 1082240 -169402 912838 16852052 76577 0 76577 16928629 14982792 0 0 14982792 76577 0 76577 15059369 SCHEDULE D, PART V COLUMN (D) BEGINNING OF YEAR ENDOWMENT FUND BALANCE AT JANUARY 1, 2022 WAS RESTATED TO INCLUDE A REIMBURSEMENT OF UNAUTHORIZED WITHDRAWALS IN THE AMOUNT OF $3,120,000 AT DECEMBER 31, 2021. SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS THE ORGANIZATION ENDOWMENT FUNDS ARE FOR EDUCATION ASSISTANCE AND SCHOLARSHIPS. THE INCOME EARNED ON THE ENDOWMENTS IS AVAILABLE TO SUPPORT GENERAL OPERATIONS AND EDUCATIONAL PROGRAMS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE UNDER GAAP, AN ORGANIZATION MUST RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. ORT AMERICA, INC. DOES NOT BELIEVE IT HAS TAKEN ANY MATERIALLY UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS FILED AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. FOR THE YEAR ENDED DECEMBER 31, 2025, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENTS OF ACTIVITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY A TAXING AUTHORITY. AS OF DECEMBER 31, 2025, THE ORGANIZATION WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - -169402 true MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 4520127 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING 3734222 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 461373 SOUTH AMERICA 0 0 GRANTMAKING 32500 0 0 0 0 0 0 8748222 0 8748222 MIDDLE EAST AND NORTH AFRICA FINANCIAL AID 4520127 WIRE EUROPE (INCLUDING ICELAND AND GREENLAND) FINANCIAL AID 3734222 WIRE RUSSIA AND NEIGHBORING STATES FINANCIAL AID 461373 WIRE SOUTH AMERICA FINANCIAL AID 32500 WIRE 4 0 true false false false false false SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE ENTITIES THAT RECEIVE GRANTS OVERSEAS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE FOREIGN ENTITY AND REVIEWED. SCHEDULE F, PART I, LINE 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS EUROPE (INCLUDING ICELAND AND GREENLAND)-ACCRUAL; MIDDLE EAST AND NORTH AFRICA-ACCRUAL; RUSSIA AND NEIGHBORING STATES-ACCRUAL; SOUTH AMERICA-ACCRUAL SCHEDULE F, PART II, LINE 1 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS EUROPE (INCLUDING ICELAND AND GREENLAND)-ACCRUAL; MIDDLE EAST AND NORTH AFRICA-ACCRUAL; RUSSIA AND NEIGHBORING STATES-ACCRUAL; SOUTH AMERICA-ACCRUAL SUMMER AUCTION 905839 634929 270910 179222 LUNCHEON EVENT 201760 171385 30375 61576 2 605010 459613 145397 250292 1712609 1265927 446682 491090 491090 -44408 true HERMELIN ORT RESOURCE CENTER JVS 6600 W MAPLE ROAD W BLOOM TWNSP MI 48322 381358013 501(C)(3) 40000 SCHOLARSHIP/STUDENT ASSIST. BARUCH COLLEGE FUND 55 LEXINGTON AVENUE NEW YORK NY 10010 237039817 501(C)(3) 25000 SCHOLARSHIP/STUDENT ASSIST. 2 0 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE ENTITIES THAT RECEIVE GRANTS RECEIVE SPECIFIC INSTRUCTIONS FOR THE PURPOSE OF THE GRANTS. FUNDS ARE EARMARKED FOR THE TEACHING SALARIES, BENEFITS, SCHOLARSHIPS AND SCHOOL BUILDING. THE RESULTS OF OPERATIONS ARE THEN REPORTED BY THE ENTITY AND REVIEWED. X X true false false false false false false true false ALLISON WEINGER CEO - ORT AMERICA 279434 0 10000 0 0 0 11946 0 20751 0 322131 0 0 0 HEATH BLUMSTEIN SENIOR FUNDRAISER 146260 0 0 0 0 0 6009 0 16998 0 169267 0 0 0 ROBIN ISAACSON NATIONAL DIRECTOR, PLANNED GIVING 148777 0 0 0 0 0 5992 0 18696 0 173465 0 0 0 NICOLE MILLER DIRECTOR, MICHIGAN REGION 184000 0 0 0 600 0 7553 0 18780 0 210933 0 0 0 LILY JOY M SEMBRANO CONTROLLER 158703 0 2500 0 0 0 7010 0 33210 0 201423 0 0 0 ANNA B STEIN MARKETING DIRECTOR/CHIEF IMPACT OFFICER 165976 0 0 0 0 0 6859 0 18714 0 191549 0 0 0 SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT JUDITH ALPERIN, CHIEF DEVELOPMENT OFFICER THRU FEBRUARY OF 2025, RECEIVED SEVERANCE PAYMENTS TOTALING $14,423 DURING CALENDAR YEAR 2025. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. 27 1162151 OTHER - MARKET QUOTATION 0 false false false SCHEDULE M, PART I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED - THE NUMERICAL DATA HERE REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS HOWARD LANZNAR - FAMILY RELATIONSHIP, GAIL LANZNAR - FAMILY RELATIONSHIP, JONATHAN LANZNAR - FAMILY RELATIONSHIP, NICOLE MILLER - FAMILY RELATIONSHIP, BUBBA URDAN - FAMILY RELATIONSHIP FORM 990, PART VI, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS THE ORGANIZATION HAS REVISED ITS CORPORATE DOCUMENTS TO REFLECT ITS NAME CHANGE TO WORLD ORT, INC, EFFECTIVE FEBRUARY 20, 2026. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE QUALIFICATIONS FOR MEMBERSHIP ARE AS FOLLOWS: ANY PERSON WHO SUBSCRIBES TO THE PURPOSES OF ORT AMERICA AND PAYS ANNUAL DUES OR MAKES A CONTRIBUTION EQUAL TO OR GREATER THAN THE ANNUAL DUES AMOUNT SHALL BE DEEMED A MEMBER. A PERSON MAY ACQUIRE MEMBERSHIP THROUGH A CHAPTER OR OTHER UNIT OF ORGANIZATION OF ORT AMERICA, BE A MEMBER-AT-LARGE OR A LIFE MEMBER OR HAVE SUCH OTHER STATUS AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY EVERY THREE YEARS AT THE ANNUAL MEETING THERE WILL BE AN ELECTION OF OFFICERS AND BOARD MEMBERS AT THE MEETING OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE. MEMBERS SHALL NOT BE ENTITLED TO VOTE BY PROXY AT ANY MEETING OF THE MEMBERS, THERE SHALL BE PRESENT 100 MEMBERS OR 10% OF THE TOTAL NUMBER OF MEMBERS, WHICHEVER IS LESS, IN ORDER TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY FORM 990 WAS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE POLICY CALLS FOR THE CHIEF EXECUTIVE OFFICER OF ORT AMERICA, INC. AND THE CHAIR OF THE AUDIT COMMITTEE TO COLLECT AND REVIEW THE STATEMENTS AND ANNUALLY SUBMIT TO THE AUDIT COMMITTEE A REPORT LISTING THE CONFLICT OF INTEREST DISCLOSED ON THE STATEMENTS AND THE ACTIONS, IF ANY, TAKEN BY ORT AMERICA IN RESPONSE. ALL INDIVIDUALS CONSIDERED TO BE KEY INDIVIDUALS MUST COMPLETE AND SIGN OFF ON THE POLICY. KEY INDIVIDUALS ARE COLLECTIVELY DEFINED AS OFFICERS AND DIRECTORS OF THE BOARD, ALL OTHER KEY VOLUNTEERS IN REGIONS AND CHAPTERS, AND KEY EMPLOYEES IN THE NATIONAL AND REGIONAL OFFICES. THE POLICY ALSO CALLS FOR KEY INDIVIDUALS AT MEETINGS WHERE THERE WILL BE DELIBERATION OR VOTING TO FULLY DISCLOSE ANY CONFLICT TO THE PERSON CHAIRING THE MEETING. FAILURE TO COMPLY WITH THE POLICY IS GROUNDS FOR REMOVAL FROM OFFICE. ANY POTENTIAL CONFLICTS ARE RAISED TO THE APPROPRIATE INDIVIDUALS. THOSE WHICH ARE RAISED TO THE CEO WILL THEN BE INVESTIGATED. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION, THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES IN ESTABLISHING THE SALARY STRUCTURE OF THE ORGANIZATION, THE BOARD OF DIRECTORS DETERMINES REASONABLE LEVELS OF COMPENSATION BASED ON: 1) THE NATURE AND SCOPE OF THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 2) THE LEVEL OF SKILL AND EDUCATION REQUIRED TO PERFORM THE RESPONSIBILITIES OF EACH POSITION IN THE ORGANIZATION'S TABLE OF ORGANIZATION. 3) OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILAR NON-PROFIT INSTITUTIONS. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE ON ITS WEBSITE AND TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON ITS WEBSITE AND TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A LINE 38 ROBERT ADLEMAN WAS HIRED UNDER CONTRACT WITH CAREY & CO AS CFO BEGINNING ON 8/2/2024. THE TOTAL AMOUNT PAID TO CAREY & CO FOR CFO SERVICES DURING CALENDAR YEAR 2025 WAS $149,085. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - -169402; DEFINED BENEFIT PENSION PLAN TERMINATION COSTS - -163272; TOTAL - -332674; WOMEN'S AMERICAN ORT FOUNDATION 15 WEST 38TH STREET 9TH FLOOR NEW YORK NY 10018 366161357 RAISE FUNDS NY 501(C)(3) TYPE I NA false false false true true true false false false false false false true true true true false true true true