Nonprofit · EIN 20-1123519
JEWISH FEDERATION OF OMAHA FOUNDATION
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $22,997,381 | $15,162,609 | $7,834,772 | $144,726,004 | $16,107,813 | $128,618,191 |
| June 30, 2024 | 990 | $16,843,346 | $19,254,882 | -$2,411,536 | $130,842,917 | $15,148,561 | $115,694,356 |
| June 30, 2023 | 990 | $12,581,757 | $7,819,554 | $4,762,203 | $125,124,294 | $13,711,608 | $111,412,686 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,248,137
- Program service revenue
- $0
- Investment income
- $7,686,292
- Net gain from sales of assets
- $670,471
- Other revenue
- $62,952
Expenses
- Grants and similar amounts paid
- $14,407,231
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $221
- Accounting fees
- $11,302
- Travel
- $1,042
- Program services (functional)
- $14,409,637
- Management and general (functional)
- $21,129
- Fundraising (functional)
- $731,843
Balance sheet and other
- Total assets, start of year
- $130,842,917
- Total assets, end of year
- $144,726,004
- Total liabilities, end of year
- $16,107,813
- Net assets, end of year
- $128,618,191
- Publicly traded securities
- $106,732,194
- Net assets without donor restrictions
- $91,921,054
- Net assets with donor restrictions
- $36,697,137
- Gross unrelated business income
- -$12,962
- Gross receipts
- $23,670,341
- Employees
- 0
- Volunteers
- 23
- Year formed
- 2004
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AMY BERNSTEIN SHIVVERS | FOUNDATION DIRECTOR Officer | 40 | $0 | $182,262 | $9,336 |
| STACEY ERMAN ROCKMAN | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| DONALD GOLDSTEIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN NORTON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL ABRAMSON | TREASURER (TO 12/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB BELGRADE | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN BLOCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETH DOTAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL EPSTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TED FRIEDLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID GILINSKY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAY GORDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIP GORDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD KOOPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVE LEVINGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TROY MEYERSON | DIRECTOR Trustee or director | 1 | $0 |
| MURRAY H NEWMAN | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN NOGG | DIRECTOR Trustee or director | 1 | $0 |
| CARL RIEKES | DIRECTOR Trustee or director | 1 | $0 |
| LOURI SULLIVAN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| NANCY SCHLESSINGER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AMY BERNSTEIN SHIVVERS | FOUNDATION DIRECTOR Officer | 40 | $0 | $174,188 | $1,064 |
| BOB BELGRADE | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| DAVID GILINSKY | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DONALD GOLDSTEIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW ROBINSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN BLOCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL EPSTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TED FRIEDLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIP GORDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD KOOPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MURRAY H NEWMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN NOGG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN NORTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARL RIEKES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STACEY ERMAN ROCKMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ABRAMSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAY GORDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TROY MEYERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOURI SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HOWARD EPSTEIN | FOUNDATION DIRECTOR THRU 07/22 Officer | 40 | $0 | $137,620 | $7,322 |
| AMY BERNSTEIN SHIVVERS | EXECUTIVE DIRECTOR AS OF 07/22 Officer | 40 | $0 | $73,015 | $125 |
| BOB BELGRADE | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| DAVID GILINSKY | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DONALD GOLDSTEIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW ROBINSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN BLOCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL EPSTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TED FRIEDLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIP GORDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN LEHR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD KOOPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JODY MALASHOCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MURRAY H NEWMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN NOGG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSIE NORTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTY RICKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARL RIEKES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STACEY ERMAN ROCKMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ABRAMSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 S 132ND ST, OMAHA, NE 68154-2106
- In care of
- % JORDANA GLAZER
- Principal officer (990 for 2024)
- AMY BERNSTEIN SHIVVERS, 333 S 132ND ST, OMAHA, NE 68154
- Signed the 990
- AMY BERNSTEIN SHIVVERS, EXECUTIVE DIRECTOR
- Phone
- (402) 334-6498
- Website
- WWW.JFOFOUNDATION.ORG
- Return prepared by
- EIDE BAILLY LLP
Mission
TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA.
Program accomplishments
- JEWISH FEDERATION OF OMAHA FOUNDATION'S PURPOSE IS TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF OMAHA, INC. AND OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC PURPOSES WHICH ARE DESCRIBED IN IRC SECTIONS 501(C)(3) AND WHICH ARE AFFILIATED WITH, OR RECEIVE SUPPORT FROM, THE JEWISH FEDERATION OF OMAHA, INC. OR ARE RECOMMENDED TO THE FOUNDATION BY DONORS TO JEWISH FEDERATION OF OMAHA, INC. OR FOUNDATION.Expenses $14,409,637 · grants $14,407,231 · revenue $62,952
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1123519
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2025
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $144,726,004
- Income (IRS master file)
- $23,670,341
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $22,997,381 | $15,162,609 | $144,726,004 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $16,843,346 | $19,254,882 | $130,842,917 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $12,581,757 | $7,819,554 | $125,124,294 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $18,975,669 | $6,936,250 | $116,697,128 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1123519).
Questions about JEWISH FEDERATION OF OMAHA FOUNDATION
- What is the EIN of JEWISH FEDERATION OF OMAHA FOUNDATION?
- The employer identification number (EIN) of JEWISH FEDERATION OF OMAHA FOUNDATION is 20-1123519.
- Is JEWISH FEDERATION OF OMAHA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to JEWISH FEDERATION OF OMAHA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEWISH FEDERATION OF OMAHA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEWISH FEDERATION OF OMAHA FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEWISH FEDERATION OF OMAHA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JEWISH FEDERATION OF OMAHA FOUNDATION?
- The 990 for the year ended June 30, 2025 names AMY BERNSTEIN SHIVVERS.
- Who are the officers and directors of JEWISH FEDERATION OF OMAHA FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does JEWISH FEDERATION OF OMAHA FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $22,997,381, expenses of $15,162,609 and total assets of $144,726,004 at year end.
Other nonprofits in OMAHA
- THE SUSAN THOMPSON BUFFETT FOUNDATION EIN 47-6032365 · last filed 990-PF for 2025
- WALTER SCOTT FAMILY FOUNDATION EIN 47-1116371 · last filed 990-PF for 2024
- SHERWOOD FOUNDATION EIN 47-0824755 · last filed 990-PF for 2025
- SUZANNE AND WALTER SCOTT FOUNDATION EIN 36-3727897 · last filed 990 for 2024
- OMAHA COMMUNITY FOUNDATION EIN 47-0645958 · last filed 990 for 2024
- BRIDGES PHILANTHROPIC FUND EIN 99-1674027 · last filed 990 for 2025
- PETER KIEWIT FOUNDATION EIN 47-6098282 · last filed 990-PF for 2025
- OMAHA COMMUNITY FOUNDATION DONOR DIRECTED DEPOSITORY EIN 36-3789990 · last filed 990 for 2024
All nonprofits in OMAHA · Nebraska · Philanthropy, voluntarism and grantmaking foundations