2026-03-25T16:42:26-05:00 2025-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2024-07-01 832103988 JewishColumbus JEWI 6142377686 1175 College Ave Columbus OH 432092827 Tina M Stieben CFOO 6142377686 2026-03-24 1 1 Karen O Crim P00368385 9372980201 2026-03-24 2024 2025-03-06 01:10:19Z Julie Tilson Stanley 1175 College Ave Columbus OH 432092827 7016281 0 X WWW.JEWISHCOLUMBUS.ORG X 2020 OH Provide a secure and vibrant Jewish Community in Columbus, Israel and around the world. 25 25 42 100 0 0 0 0 5021740 6986424 411 367 64508 29490 5086659 7016281 0 0 0 0 3573489 3698295 0 0 0 1892025 3749013 5465514 7447308 -378855 -431027 1573192 1760142 1469309 2087286 103883 -327144 Make Jewish life vibrant, accessible and secure in Columbus, Israel and around the world. 0 0 7447308 0 6986424 To exercise a substantial degree of direction over the policies, programs and activities of the Jewish Federation of Columbus and the Columbus Jewish Foundation. 7447308 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 28 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Tina M Stieben CFOO 6142377686 1175 College Ave Columbus OH 432092827 Jonathan Feibel Board Chair 2.00 1.00 X X 0 0 0 Terri Meldrum Vice Chair, Exec Committee 2.00 0.00 X X 0 0 0 Harlan Louis Treasurer/Secretary 4.00 2.00 X X 0 0 0 Liz Shafran Immediate Past Chair 4.00 2.00 X X 0 0 0 Josh Barkan Board Member 4.00 1.00 X 0 0 0 Jason Block Board Member 3.00 2.00 X 0 0 0 Nicki Bloch Board Member 3.00 0.00 X 0 0 0 Max Brickman Board Member 3.00 1.00 X 0 0 0 Andrea Britcher Board Member 2.00 0.00 X 0 0 0 Bill Byers Board Member 2.00 0.00 X 0 0 0 Patricia Finkelman Board Member 2.00 0.00 X 0 0 0 Dr Michael Hallet Board Member 1.00 1.00 X 0 0 0 Devorah Lipkind Weprin Board Member 3.00 0.00 X 0 0 0 Michael Lord Board Member 1.00 0.00 X 0 0 0 Allison Mautz Board Member 1.00 0.00 X 0 0 0 Sue Podell Board Member 3.00 0.00 X 0 0 0 Harlan Robins Board Member 2.00 2.00 X 0 0 0 Aimee Sanders Board Member 3.00 0.00 X 0 0 0 Michael Schottenstein Board Member 3.00 1.00 X 0 0 0 Andrew Smith Board Member 3.00 1.00 X 0 0 0 Audrey Tuckerman Board Member 2.00 0.00 X 0 0 0 Alex Weisler Board Member 3.00 0.00 X 0 0 0 Dr Phil Weinerman Board Member 1.00 1.00 X 0 0 0 Steve Werman Board Member 3.00 0.00 X 0 0 0 Jim Winnegrad Board Member 2.00 0.00 X 0 0 0 Ginna Rinkov Chief Impact & Strategy Officer 35.00 5.00 X 103538 0 7528 Julie Tilson Stanley President/CEO 1.00 39.00 X 290494 0 51761 Tina Stieben CFOO 1.00 39.00 X 249394 0 41035 Pam Green Fund Accounting Manager 5.00 35.00 X 107475 0 5868 Lori Wishne VP of Legacy Giving 10.00 30.00 X 129969 0 16179 Stephen Flowers Director, Community-Wide Security 30.00 10.00 X 128767 0 4925 1009637 0 127296 6 0 1 0 Amplify Partners LLC 641 Seaside Ct Westerville OH 43082 Provide talent study and hiring strategy 209745 Phoenix Marketing & Communications 4914 Lighthouse Bay Lane Lakewood Ranch FL 34211 Marketing and communications 143269 2 Management Fees 900099 6986424 6986424 6986424 367 367 Program Fees - YJC 900099 19745 19745 9745 9745 29490 7016281 6986424 0 29857 643426 643426 2545741 2545741 92497 92497 199167 199167 217464 217464 96637 96637 114516 114516 90893 90893 53432 53432 255766 255766 71346 71346 46976 46976 1002619 1002619 86626 86626 Contract Expense 1022401 1022401 Interfund Transfer 702044 702044 Dues & Memberships 102327 102327 Staffing Fees 10609 10609 92821 92821 7447308 7447308 0 0 132405 66025 1424415 1271155 1052 4973 15320 417989 1573192 1760142 74230 149856 1378539 1935902 16540 1528 1469309 2087286 X 0 0 0 0 103883 -327144 103883 -327144 1573192 1760142 -431027 0 X X 0 0 0 X X X 2 Columbus Jewish Foundation 311384772 7 1 926638 0 Jewish Federation of Columbus 310838745 7 1 6059786 0 2 6986424 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Part IV, Section D, Line 3 The majority of the members of the Boards of the supported organizations, Jewish Federation of Columbus and Columbus Jewish Foundation and each successor/additional affiliate, are elected by the board of JewishColumbus. In addition, JewishColumbus exercises a substantial degree of direction over the policies, programs and activities of the supported organizations, including, but not limited to, approval of budgets, strategic planning, marketing and resource allocation. The officers and trustees of JewishColumbus maintain a close and continuous working relationship with officers and trustees of the supported organizations. The Chair of the Federation and the President of the Foundation, and one additional appointee of each, serve on the Board of JewishColumbus and there is some additional overlap of officers and/or trustees of these organizations. This results in the officers and trustees of the Federation and the Foundation having a significant voice in the investment policies of JewishColumbus, in the making and timing of grants and in otherwise directing the use of the income or assets of JewishColumbus. Part IV, Section E, Line 3A JewishColumbus is the parent of the supported organizations, Jewish Federation of Columbus and Columbus Jewish Foundation, because it elects a majority of the members of the governing bodies of each supported organization. The governing boards of the supported organizations, Jewish Federation of Columbus and Columbus Jewish Foundation, have each approved amended and restated codes of regulations (bylaws under Ohio law) for their respective organizations that provide that, at all times, JewishColumbus shall appoint a majority of the governing body of each of the Federation and the Foundation, respectively. The members of the governing bodies of the Federation and the Foundation who are appointed by JewishColumbus can only be removed by JewishColumbus, and the provisions providing for this control by JewishColumbus cannot be modified without the approval of JewishColumbus. Part IV, Section E, Line 3B In furtherance of its charitable purposes and the collective mission of JewishColumbus and its supported organizations, Jewish Federation of Columbus and Columbus Jewish Foundation, JewishColumbus provides administrative support, strategic planning, policy direction and vision for the benefit of the Federation and the Foundation. JewishColumbus exercises a substantial degree of direction over the policies, programs and activities of the Federation and the Foundation, including, but not limited to, approval of budgets, strategic planning, marketing and resource allocation. 0 Intercompany Payable 1528 1528 North America - Canada and Mexico, but not the United States 0 0 Program Services Trips for community members to see NOVA exhibit 95064 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Services Honorarium for event speakers 8600 0 0 0 0 0 0 103664 0 103664 0 0 0 0 0 0 1 Columbus Jewish Foundation 1175 College Avenue Columbus OH 43209 311384772 501(c)(3) 926638 0 FMV Support provided to supported organization Jewish Federation of Columbus 1175 College Avenue Columbus OH 43209 310838745 501(c)(3) 6059786 0 FMV Support provided to supported organization 2 0 Part I, Line 2: JewishColumbus elects the majority of the members of the Boards of the supported organizations and maintains a close and continuous working relationship with these organizations. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 Julie Tilson Stanley President/CEO 290175 0 0 0 319 0 9616 0 42145 0 342255 0 0 0 Tina Stieben CFOO 247846 0 0 0 1548 0 8040 0 32995 0 290429 0 0 0 Part I, Line 1a The CEO has a budgeted discretionary spending account of $10,000 to be used for a donor cultivation and partner organization support. Part I, Line 1b No, the CEO cannot make recommendations without the CFO's approval that the funds are being used for the budgeted purpose. Form 990, Part VI, Section A, line 4 Resolutions were passed to merge Columbus Jewish Foundation, JewishColumbus and Jewish Federation of Columbus. The surviving entity will be Columbus Jewish Foundation dba JewishColumbus. Merger finalized July 1, 2025. New Code of Regulations passed in June 2025. Form 990, Part VI, Section B, line 11b The Chief Financial Officer and the Treasurer review a draft of the federal Form 990 and recommend any changes to the tax preparer. The revised federal Form 990 is then distributed to the Finance Committee for final review. The full board is provided with a copy of federal Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the trustees and members of committees with board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. The conflict of interest policy is provided to all board members at the beginning of each fiscal year. Each officer, trustee and member of a committee with board delegated powers shall annually sign a statement which affirms such person: A. Has received a copy of the conflict of interest policy, B. Has read and understands the policy, C. Has agreed to comply with the policy, and D. Understands the foundation is charitable and in order to maintain its federal tax exemption must engage primarily in activities which accomplish its tax-exempt purposes. If the Board or Committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the Board or Committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate corrective action. Form 990, Part VI, Section B, line 15 Compensation is reviewed by JewishColumbus' Volunteer Personnel Committee and then approved by the Board of Directors. The Finance Committee reviews salary levels of agency executives with comparable endowment programs through the use of federal Forms 990 and published nonprofit salary guides. Budget is subsequently acted upon by Executive Committee and Board. Form 990, Part VI, Section C, line 19 Copies of governing documents, conflict of interest policy, and audited financial statements are available to the general public upon written or verbal request to JewishColumbus for the same period of time as set forth in the Internal Revenue Code section 6104(d). Jewish Federation of Columbus 1175 College Avenue Columbus OH 43209 310838745 Foster the welfare of the entire Jewish community OH 501(c)(3) Line 7 JewishColumbus 1 Columbus Jewish Foundation 1175 College Avenue Columbus OH 43209 311384772 Develop sustainable financial resources to support the Jewish community OH 501(c)(3) Line 7 JewishColumbus 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Columbus Jewish Foundation Q 926638 FMV Jewish Federation of Columbus Q 6059786 FMV