Jewish Federation of Nashville and Middle Tennessee

Jewish Federation of Nashville and Middle Tennessee General Information Contact Information Nonprofit Jewish Federation of Nashville and Middle Tennessee Address 801 Percy Warner Blvd. Ste. #102 Nashville, TN 37205 4128 Phone (615) 356-3242 Fax 615 352-0056 Web Site Web Site Facebook Facebook Twitter Twitter Email mark@jewishnashville.org At A Glance Year of Incorporation 1942 1

Mission & Impact Statements Mission The Jewish Federation of Nashville is the central voluntary communal organization of the Jewish community. Through its fund-raising and community relations efforts, either independently or in partnership with other Jewish organizations, the Federation works to promote the general welfare, viability and cohesiveness of the Jewish community of Nashville and Middle Tennessee and to ensure the continuity of the Jewish people, locally in Israel and around the world. Background How did the Federation get started? The Jewish Federation of Nashville and Middle Tennessee was incorporated in 1936. But the concept is much, much older. The idea of a Jewish communal response to the needs of Jewish individuals, particularly the poor and sick, dates back to medieval Europe. It began when secular states declared Jews outside their authority and gave the responsibility for educating the young, nursing the sick feeding the hungry, caring for the aged and burying the dead to local Jewish councils to finance and administer. Out of necessity grew the kehila, the local Jewish community, which saw to it that the welfare of the human souls living within its geographical borders were met, no matter how limited the resources. In Nashville, this long tradition of caring for the needs of fellow Jews showed itself as early as 1851 when the first immigrants to settle here established the Hebrew Benevolent Burial Society, purchased land for a communal, Jewish cemetery and became an umbrella relief society. That tradition of commitment to Jewish communal welfare continues unbroken today. Aren t Jewish community centers and federations really the same organization? Not at all! It is true that in Nashville as well as in many other communities across the country, the Gordon Jewish Community Center is the home for the Federation as well as for the Jewish Family Service. each of these three very distinct agencies has a unique role within our larger community. In Nashville, the Gordon JCC offers its members opportunities for experiencing a wealth of Jewish cultural, educational, social and recreational activities. The Jewish Family Service is a counseling, financial assistance and case management agency for individual clients. The Jewish Federation raises the funds to finance these basic, important services through its Annual Campaign. Is the Federation more than fundraising? The Federation s other principle functions are planning and budgeting, community relations and two primary direct services. The Observer provides news and opinions twice a month to the Nashville Jewish community. The Federation also funds and manages the Jewish Community Archives housed in the Gordon JCC building. In addition, the Federation spearheads collaborative efforts in response to community needs. For example, in recent years the Federation conducted studies of our Jewish population and senior needs, which led to the creation and enhancement of services provided by affiliated agencies. Impact The Jewish Federation of Nashville and Middle Tennessee revamped its grants distribution process in 2010 through the Best Jewish Nashville initiative. Following a broad-based interview process including focus groups, three priorities area were identified for special funding: Services for Seniors, Outreach to the Next Generation and Israel Advocacy and Education. Over the past four years more than 31 different programs have received funding addressing these areas of need. The results of these special funding of "new initiatives has been a substantial increase in the number of individuals who are now engaged in programs funded by the Jewish Federation. The goals for the coming year include enhancing transportation services for seniors, providing more hot kosher meals for seniors, increasing the number of volunteer opportunities for young adults, engaging more young adults in philanthropic activities and providing the entire Jewish community with opportunities to become more informed advocates for the State of Israel. Needs What does the Federation really do? The Jewish Federation, through both its Annual Campaign and through designated and unrestricted funds of generated by the Jewish Foundation, provides critical financial support to local, national and overseas services which touch the lives of thousands in both the Jewish and general communities. Federation also is the convening partner to help Jewish communal institutions look at issues of mutual concern. Finally, Federation represents the Jewish community through its Community Relations Committee in contact with government, the media and other religious and nationality groups. 2

Service Categories Primary Organization Category Philanthropy,Voluntarism & Grantmaking Foundations / Philanthropy/Charity/ Voluntarism Promotion (General) Secondary Organization Category Religion- Related / Judaism Tertiary Organization Category Community Improvement, Capacity Building / Fund Raising & Fund Distribution Areas of Service Areas Served TN - Davidson TN - Williamson TN - Sumner TN - Wilson TN - Rutherford CEO Statement The Jewish Federation and Jewish Foundation of Nashville and Middle Tennessee is positioned to meet both anticipated and unanticipated Jewish needs as well as broader community needs. For example, the Federation and its beneficiary agency, the Jewish Family Service, provided emergency services to many families impacted by the devastating Nashville flood in May of 2010. More recently, the Federation was able to respond quickly with emergency funds for Jewish families affected by the unrest in the Ukraine. What makes the Jewish Federation unique is its ability to respond quickly and effectively to a variety of special needs that are supported by a collective campaign. 3

Programs Programs Jewish Educational Services Description The Jewish Federation distributes grants to congregations for family, adult and religious school programs that are open to the entire Jewish community. Scholarships are available for children who want to attend Jewish summer camps and to teens who participate in programs in Israel. Our children are the ultimate beneficiaries when stipends are given to religious schools and Akiva Day School teachers to attend workshops to expand their knowledge and teaching skills. Budget 47500 Population Served,, The Observer Description The Observer, the Nashville Jewish community's newspaper is published by the Jewish Federation of Nashville monthly. You ll find news of our local congregations and Jewish organizations, interviews with interesting people as well as lifecycle events. But it doesn t stop there. There is news of the national and international Jewish communities and, of course, about Israel. Look for special Jewish holiday issues and the annual Simchas/Celebrations, Health & Beauty and Dining Out special sections. Look for our annual Guide to Jewish Nashville in March, a comprehensive listing, including contact information, of all the congregations and Jewish organizations in Middle Tennessee. It serves as a handy reference all year long. Budget 110000 Population Served Other Named Groups,, Community Relations Committee Description Addresses the issues in the local, national and world communities that affect us as Jews. We are the pro-active voice of the Jewish community. CRC's agenda includes Anti-Semitism, Israel and the Middle East, religion in the schools, community coalitions, justice, legislation, media relations. We contact members of our Jewish community, urging them to let their legislators, public officials and/or the media know how we stand on a variety of impending issues. And we rely on the community to keep us informed of problems that may arise in their daily lives. Budget 41415 Population Served,, 4

The Annette Levy Ratkin Jewish Community Archives Description The Annette Levy Ratkin Jewish Community Archives collects the records of the families, businesses, and institutions of the Nashville Jewish community, which began in1851. Housed in the Library of the GJCC, the Archives has the records of such organizations as the Nashville Section of the National Council of Jewish Women, Hadassah, B nai B rith, and the Jewish Community Council, which became the Jewish Federation. Microfilms and hard copies of The Observer, which began publication in 1934, and its predecessor The Y.M.H.A. News, which was first published in 1915, are in the Archives. An oral history audiotape collection, sponsored by NCJW, documents the memories of older adults who grew up in Nashville and has been transcribed. An oral history collection, sponsored by the Jewish Federation, records on DVD the experiences of Holocaust refugees, survivors, and liberators. Tombstones dated prior to 1900 from The Temple Cemetery, which became a part of the National Register of Historic Places in 2004, have been photographed, documenting their inscriptions. All documents and photographs are stored in acid-free containers and are available under supervision of the archivist. Nashville has joined with Chattanooga, Knoxville, and Memphis, under the direction of the Tennessee State Museum, to prepare an exhibit on the history of the Jews of Tennessee for the General Assembly of the Jewish Federations of North America (formerly known as UJC), held in Nashville in 2007. The exhibit then traveled to other museums throughout Tennessee and the South. A Caring Community, the History of the Jews of Nashville, produced by the Archives, traces the development of the Nashville Jewish community from 1851 to the present. What happens today will be history tomorrow, and the Archives seeks to preserve the records of all Jewish people from Nashville. Please donate your family s papers, so that they will become part of history. Budget 11250 Population Served,, Partnership2Gether Description The Jewish Federation has a "sister city" relationship with the Hadera- Eiron region of Israel located midway between the cities of Tel Aviv and Haifa on Israel's coastline. Called Partnership2Gether, the relationship is based on various exchange visit of teachers, teens, medical professionals, artists and business leaders. The goal is to provide a stronger connection between Jewish Nashville and Israel. Now in the Partnership's 13th year, the Federation supports a variety programs in the partnership including home hospitality visits for Jewish teens during the summer, a pediatric clown at the Hillel-Yaffe Hospital in Hadera, special programming for atrisk youth at the Ben Yakir Village, tutoring and educational enrichment programs for Israelis of Ethiopian descent, and a soccer program for teenagers that focuses on instilling positive values and promotes tolerance and intergroup and interreligious understanding. Budget 85000 Population Served,, 5

CEO Comments The Jewish Federation of Nashville funds programs locally available to the Jewish Community through its sister agencies (Gordon Jewish Community Center, Akiva School, Jewish Family Service, Vanderbilt University Hillel) as well as through the 5 local synagogues/temples. The Jewish Federation internationally funds programs through its direct affiliation with the Jewish Federations of North America (JFNA) in Israel and around the world, those programs are identified by the partner agencies of JFNA: the Jewish Agency For Israel, the American Joint Distribution Committee and World ORT. All these programs support vulnerable populations, whether in the aftermath of natural or man made disasters, ranging from the youngest to the oldest of our community members. 6

Governance Board Chair Board Chair Ms. Lisa Perlen Company Affiliation Community Volunteer Term June 2016 to June 2018 Email lisa.perlen@gmail.com Board Members Name Affiliation Status Ms. Tara Axelroth Educator Ms. Didi Biesman Community Volunteer Dr. Frank Boehm Mr. Mark Cohen Mr. Michael Doochin Business Mr. Adam Dretler Mrs. Lori Fishel Community Volunteer Mr. Ron Galbraith Dr. Steven Hecklin Mr. Steve Hirsch Business Ms. Mindy Hirt Mrs. Carol Hyatt Community Volunteer Mr. Aron Karabel Attorney Mr. Adam Landa Mr. David Levy Retailer Mr. Andrew May Banking Ms. Leslie Newman Ms. Lisa Perlen Attorney Ms. Suzanne Schulman Mr. David Schwartz Marketing Mr. David Steine Jr. Rabbi Saul Strosberg Ms. Janet Weismark Community Volunteer Mr. Jeremy Werthan Mr. Fred Zimmerman Investor Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 25 Hispanic/Latino 0 7

Native American/American Indian 0 Other 0 Board Demographics - Gender Male 16 Female 9 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 90% Written Board Selection Criteria? Written Conflict of Interest Policy? Yes Yes Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 0% Constituency Includes Client Representation Yes Number of Full Board Meetings Annually 9 Standing Committees Investment Personnel Nominating Community Outreach / Community Relations Distributions / Grant Making Scholarship Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Finance 8

Management Executive Director/CEO Executive Director Term Start Oct 2011 Email Mr. Mark S Freedman mark@jewishnashville.org Experience Executive Director of the Jewish Federation of Nashville and Middle Tennessee since October, 2011. Formerly Southeast Regional Vice President of American Friends of Tel Aviv University (2008-2011); Executive Director of Jewish Federation of San Antonio (1995-2008); Executive Director, Southeast Region of American Jewish Congress (1986-1995); Assistant Director of Communications, Greater Miami Jewish Federation (1983-1986); Faculty Member, Associate Professor, Rutgers University (1978-1983) Education: B.A. Bard College, 1973; M.A. University of North Carolina at Chapel Hill, 1976; Ph.D. The Ohio State University, 1978. Former CEOs Name Term Mr. Steven J. Edelstein Jan 2000 - Dec 2010 Mr. Leon Tonelson Jan 2011 - Sept 2011 Staff Full Time Staff 12 Part Time Staff 7 Volunteers 100 Contractors 1 Retention Rate 100% Plans & Policies Does the organization have a documented Fundraising Plan? Yes Does the organization have an approved Strategic Plan? Yes Number of years Strategic Plan Considers 5 When was Strategic Plan adopted? May 2017 In case of a change in leadership, is a Management Succession plan in place? No 9

Does the organization have a Policies and Procedures Plan? No Does the organization have a Nondiscrimination Policy? No Does the organization have a Whistle Blower Policy? No Does the organization have a Document Destruction Policy? No Affiliations Affiliation Center for Nonprofit Management Excellence Network Year 2009 Planned Giving Council of Nashville 2009 Chamber of Commerce 2014 Awards Awards Award/Recognition Organization Year The Peggy Steine Memorial Award for Human Rights Collaboration CommunityNashville 2011 Senior Staff Mrs. Naomi Limor Sedek Title Experience/Biography Assistant Executive Director Naomi Limor Sedek is Campaign Director for the Jewish Federation and oversees the Jewish Federation Annual Campaign as well as VIP trips to Israel and Community Missions. During campaign time, Naomi primarily works with our Major Gifts Society as well as Men's and Women's Divisions. Naomi has been with the Jewish Federation of Nashville since 1996, as Campaign Associate, Director of Special Projects and Campaign Leadership Director. Naomi is a member of the Association of Fundraising Professionals. Naomi holds a Bachelors in Middle Eastern and Islamic Studies from Brandeis University. She is fluent in Hebrew and proficient in Arabic. Ms. Harriet Schiftan Title Associate Executive Director Experience/Biography Ms. Abbie Wolf Title Director of Community Relations Experience/Biography 10

Ms. Rebecca Gunn Title Controller Experience/Biography 11

Financials Fiscal Year Fiscal Year Start July 01 2017 Fiscal Year End June 30 2018 Projected Revenue $856,871.00 Projected Expenses $1,556,611.00 Endowment Value $33,000,000.00 Endowment Spending Policy Percentage Endowment Spending Percentage (if selected) 4% Detailed Financials Revenue and Expenses Fiscal Year 2016 2015 2014 Total Revenue $3,238,170 $4,414,180 $5,813,458 Total Expenses $4,940,397 $4,661,139 $4,108,247 Revenue Sources Fiscal Year 2016 2015 2014 Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $3,354,441 $3,529,599 $2,275,165 Indirect Public Support $0 $0 $0 Earned Revenue $159,824 $159,889 $152,628 Investment Income, Net of Losses ($367,631) $656,016 $3,345,145 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $91,536 $68,676 $40,520 12

Expense Allocation Fiscal Year 2016 2015 2014 Program Expense $4,137,085 $3,848,396 $3,406,362 Administration Expense $412,494 $435,315 $378,099 Fundraising Expense $390,818 $377,428 $323,786 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses 0.66 0.95 1.42 Program Expense/Total Expenses 84% 83% 83% Fundraising Expense/Contributed Revenue 12% 11% 14% Assets and Liabilities Fiscal Year 2016 2015 2014 Total Assets $31,568,885 $30,533,610 $30,795,708 Current Assets $1,722,148 $1,498,245 $1,813,415 Long-Term Liabilities $0 $0 $0 Current Liabilities $3,515,026 $777,524 $792,663 Total Net Assets $28,053,859 $29,756,086 $30,003,045 Short Term Solvency Fiscal Year 2016 2015 2014 Current Ratio: Current Assets/Current Liabilities 0.49 1.93 2.29 Long Term Solvency Fiscal Year 2016 2015 2014 Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Fiscal Year 2016 2015 2014 Top Funding Source & Dollar Amount Contributions, Gifts and Grants $3,354,441 Contributions, Gifts & Grants $3,529,599 Investment Income $3,345,145 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Program Revenue $159,824 Other Revenue $91,536 Investment Income $656,016 Program Revenue $159,889 Contributions, Gifts, and Grants $2,275,165 Program Revenue $152,628 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration Yes - Expires Dec 2017 GivingMatters.com Financial Comments *In 2013, this organization changed its fiscal year from September - August to July - June. The 2013 financial documents reflect a 10-month period from Sept 1, 2012 - June 30, 2013. Financials figures taken from audit. 13