lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN: 934930900044261 990 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form Under section 501 (c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except private foundations) 201 4 Department of the Treasury Do not enter social security numbers on this form as it may be made public Internal Revenue Service 1-Information about Form 990 and its instructions is at www.IRS.gov/form990 A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015 C Name of organization B Check if applicable D Employer identification number ASSOCIATED JEWISH CHARITIES OF BALTIMORE F Address change 5 2-60 2419 2 F Name change Doing businesss as 1 Initial return E Telephone number Final Number and street (or P 0 box if mail is not delivered to street address) Room/suite 101 WEST MOUNT ROYAL AVENUE fl return/terminated (410) 727-4828 1 Amended return City or town, state or province, country, and ZIP or foreign postal code BALTIMORE, MD 21201 G Gross receipts $ 29,804,006 1 Application pending F Name and address of principal officer H(a) Is this a group return for MARC TERRILL subordinates? (-Yes No 101 WEST MOUNT ROYAL AVENUE BALTIMORE,MD 21201 H(b) Are all subordinates 1Yes(-No included? I Tax-exempt status F 501(c)(3) 1 501(c) ( ) I (insert no ) (- 4947(a)(1) or F_ 527 If "No," attach a list (see instructions) J Website : 1- WWW ASSOCIATED ORG H(c) Group exemption number 0- K Form of organization F Corporation 1 Trust F_ Association (- Other 0- L Year of formation 1921 M State of legal domicile MD Summary 1 Briefly describe the organization's mission or most significant activities TO FULFILL THE MISSION OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE IT DOES SO BY HOLDING TITLE TO AND INVESTING THE ASSETS OF THE ASSOCIATED w 2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) . 3 31 of :2 4 Number of independent voting members of the governing body (Part VI, line 1b) . 4 30 5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) . 5 0 6 Total number of volunteers (estimate if necessary) 6 165 7aTotal unrelated business revenue from Part VIII, column (C), line 12 . 7a 43,597 b Net unrelated business taxable income from Form 990-T, line 34 . 7b 0 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 26,734,936 25,230,916 9 Program service revenue (Part VIII, line 2g) 0 0 N 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . 3,719,482 4,516,111 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,095 53,642 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) . 30,456,513 29,800,669 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . 18,169,079 24,324,893 14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0 Salaries, other compensation, employee benefits (Part IX, column (A), lines 15 0 0 5-10) 16a Professional fundraising fees (Part IX, column (A), line 11e) 0 0 b Total fundraising expenses (Part IX, column (D), line 25) 0-0 LLJ 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) . 7,171,951 7,976,087 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 25,341,030 32,300,980 19 Revenue less expenses Subtract line 18 from line 12 5,115,483 -2,500,311 Beginning of Current End of Year Year 20 Total assets (Part X, line 16) . 332,740,914 325,887,533 M %TS 21 Total liabilities (Part X, line 26) . 49,801,298 47,894,855 ap ZLL 22 Net assets or fund balances Subtract line 21 from line 20 lijaW Signature Block Under penalties of perjury, I declare that I have examined this return, includin my knowledge and belief, it is true, correct, and complete Declaration of preps preparer has any knowledge Signature of officer Sign Here MARK SMOLARZ COO/CFO Type or print name and title Print/Type preparer's name Preparers signature JULIA FLANNERY CPA JULIA FLANNERY CPA Paid Firm's name 1- RSM US LLP Pre pare r Use Only Firm's address 1- 100 INTERNATIONAL DRIVE STE 1400 BALTIMORE, MD 21202 May the IRS discuss this return with the preparer shown above? (see instructs For Paperwork Reduction Act Notice, see the separate instructions. Form 990 ( 2014) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III .F 1 Briefly describe the organization 's mission THE ASSOCIATED JEWISH CHARITIES OF BALTIMORE WAS ESTABLISHED TO FULFILL THE MISSION OF THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE WHICH WORKS TO PRESERVE AND ENHANCE JEWISH LIFE IT ADDRESSES CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE NEEDS OF THE JEWISH COMMUNITY, LOCALLY, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . fl Yes F No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting , or make significant changes in how it conducts, any program services? . F Yes F No If "Yes," describe these changes on Schedule 0 4 Describe the organization 's program service accomplishments for each of its three largest program services , as measured by expenses Section 501(c)(3) and 501( c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses , and revenue, if any, for each program service reported 4a (Code ) ( Expenses $ 31,824,984 including grants of $ 24,324,893 ) (Revenue $ JEWISH COMMUNITY INVESTMENT FUND ("JCIF') THE AJC SERVES AS TRUSTEE OF THE JCIF, WHICH IS THE POOLED INVESTMENT FUND FOR THE ASSOCIATED JCFB, ITS AGENCIES, SUPPORTING ORGANIZATIONS, DONOR ADVISED FUNDS AND OTHER TAX-EXEMPT PUBLIC CHARITIES SERVING THE JEWISH COMMUNITY THE JCIF IS MANAGED BY PROFESSIONAL STAFF EMPLOYED BY THE ASSOCIATED AND IS OVERSEEN BY AN INVESTMENT COMMITTEE PROCESS INVOLVING 65 VOLUNTEERS 4b (Code ) (Expenses $ including grants of $ ) (Revenue $ REAL ESTATE THE AJC HOLDS TITLE TO AND MANAGES THE REAL PROPERTY IN WHICH ITS AFFILIATE THE ASSOCIATED AND ITS AGENCIES OPERATE FROM IN ADDITION, THE AJC OWNS OTHER PARCELS OF REAL PROPERTY WHICH IT IS HOLDING FOR FUTURE USE, DEVELOPMENT AND/OR SALE 4c (Code ) ( Expenses $ including grants of $ ) (Revenue $ PLANNED GIVING ASSETS THE AJC MANAGES THE ASSETS OF THE PLANNED GIVING PROGRAM OF THE ASSOCIATED THESE INCLUDE CHARITABLE REMAINDER TRUSTS IN WHICH THE AJC OR THE ASSOCIATED HAVE BEEN DESIGNATED CORPORATE TRUSTEE, CHARITABLE GIFT ANNUITIES, POOLED INCOME FUNDS AND LIFE INSURANCE POLICIES OWNED BY THE AJC AND/OR THE ASSOCIATED 4d Other program services ( Describe in Schedule 0 ) (Expenses $ including grants of $ ) (Revenue $ 4e Total program service expenses 0- 31,824,984 Form 990 (2014) Form 990 (2014) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule As . 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 Yes 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No candidates for public office? If "Yes,"complete Schedule C, Part I . 3 4 Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) No election in effect during the tax year? If "Yes,"complete Schedule C, Part II . 4 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, N o Part III . 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete Yes Schedule D, Part Is . 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, No the environment, historic land areas, or historic structures? If "Yes,"complete Schedule D, Part II . 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," N o complete Schedule D, Part III . 8 9 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt No negotiation services? If "Yes," complete Schedule D, Part IV . 9 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 Yes permanent endowments, or quasi-endowments? If "Yes,"complete Schedule D, Part V . 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? Yes If "Yes," complete Schedule D, Part VI.19 .