ORT AMERICA INC

EIN: 135562424 501(c)(3)

NEW YORK, NY

Total Revenue
$15,498,529
Total Expenses
$18,151,084
Total Assets
$23,042,184
Net Assets
$16,333,942
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
NY
Principal Officer
ALLISON WEINGER
Phone
2125057700
Tax Period
2023-01-01 to 2023-12-31

ORT AMERICA INC, founded in 1969, is a mid-sized nonprofit that reported $15.5M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $18.2M exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION BY FUNDRAISING FOR AND BUILDING AWARENESS OF THE GLOBAL ORT PROGRAMS, INCLUDING ORT SCHOOLS, COLLEGES, AND SCIENCE/TECHNOLOGY INITIATIVES.

Program Service Accomplishments

Program 1
Expenses: $10,627,206 Revenue: $0

ORT AMERICA PROVIDES FINANCIAL SUPPORT TO THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 30 COUNTRIES, BENEFITTING OVER 200K BENEFICIARIES ANNUALLY. THE CUTTING-EDGE EDUCATION ACQUIRED AT ORT...

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ORT AMERICA PROVIDES FINANCIAL SUPPORT TO THE ORT NETWORK OF SCHOOLS AND TRAINING PROGRAMS IN 30 COUNTRIES, BENEFITTING OVER 200K 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 OF LOW-INCOME ISRAELI MIDDLE AND HIGH SCHOOLS 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, URUGUAY, 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 TWENTY YEARS, ORT HAS BUILT A NETWORK OF SCHOOLS AND PROGRAMS CURRENTLY SERVING OVER 15,000 STUDENTS ACROSS TEN TIME ZONES.

Program 2
Expenses: $4,477,364 Revenue: $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...

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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 AMERICAS MEMBERSHIP BASE INCLUDES SUPPORTERS FROM BOTH OF ITS PREDECESSOR ORGANIZATIONS, AMERICAN ORT AND WOMENS AMERICAN ORT.

Program 3
Expenses: $607,494 Revenue: $0

COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICAS GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORTS GLOBAL PROGRAMS, AS WELL AS PROMOTING ORTS VALUES, THE IMPORTANCE OF EDUCATING...

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COMMUNICATION AND MARKETING IS AN ESSENTIAL PART OF ORT AMERICAS GOAL OF EDUCATING THE OVERALL COMMUNITY ABOUT ORTS GLOBAL PROGRAMS, AS WELL AS PROMOTING ORTS VALUES, THE IMPORTANCE OF EDUCATING INDIVIDUALS, WHICH IN TURN IMPACTS COMMUNITIES, AND IMPROVES THE WORLD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,511,851
Program Service Revenue $0
Investment Income $403,439
Other Revenue $1,583,239
TOTAL REVENUE $15,498,529

Expense Breakdown

Grants Paid $10,177,420
Salaries & Benefits $4,388,681
Fundraising Expenses $519,060
Program Expenses $15,712,064
Other Expenses $3,584,983
TOTAL EXPENSES $18,151,084

Year-over-Year Comparison

2023 2022 Change
Revenue $15,498,529 $22,367,473 -0.3%
Expenses $18,151,084 $18,843,699 0.0%
Net Income $-2,652,555 $3,523,774 -1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
29
Independent Members
29
Employees
51
Volunteers
150

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$660,803
Total Directors
32
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA BIRCH PRESIDENT & CEO 40.0
Officer
$348,680 $28,418 $377,098
NICOLE MILLER SENIOR DIR., MICHIGAN REGION 40.0
Highest
$162,450 $21,167 $183,617
JEFFREY COOPER CFO & COO (THRU 7/23) 35.0
Officer
$164,842 $14,357 $179,199
ALLISON HALPERN DIRECTOR OF OPERATIONS 40.0
Highest
$145,445 $20,289 $165,734
ROBIN ISAACSON Nat'l Dir, Planned giving 40.0
Highest
$140,100 $20,063 $160,163
ANNA B STEIN DIRECTOR, NORTHEAST REGION 40.0
Highest
$138,295 $20,141 $158,436
JAMES M LODGE SENIOR DEVELOPMENT OFFICER 40.0
Highest
$143,952 $7,184 $151,136
JONATHAN S MILLER CFO (AS OF 7/23) 35.0
Officer
$99,594 $4,912 $104,506
HOWARD LANZNAR BOARD CHAIR (THRU 10/23) 7.5
Officer Director
$0 $0 $0
MICHAEL PERLMUTER BOARD CHAIR 7.5
Officer Director
$0 $0 $0
Louanne Smolin CHAIR OF EXECUTIVE COMMITTEE 5.0
Officer Director
$0 $0 $0
Mark Adler THRU 1023 EXECOM MEMBER/VP & Assoc Treas 4.0
Officer Director
$0 $0 $0
Saul Berkowitz EXECOM MEMBER/VP AND TREASURER 4.0
Officer Director
$0 $0 $0
Gail Lanznar EXECOM MEMBER/VP and Secretary 4.0
Officer Director
$0 $0 $0
SUELLEN KADIS EXECOM MEMBER/VP 4.0
Officer Director
$0 $0 $0
Richard Bernstein MEMBER - EXECUTIVE COMMITTEE 1.0
Director
$0 $0 $0
Austin Center MEMBER - EXECUTIVE COMMITTEE 1.0
Director
$0 $0 $0
Conrad Giles MEMBER - EXECUTIVE COMMITTEE 1.0
Director
$0 $0 $0
Robert Grey MEMBER - EXECUTIVE COMMITTEE 3.0
Director
$0 $0 $0
Debra Kanter MEMBER - EXECUTIVE COMMITTEE 3.0
Director
$0 $0 $0
Judith Menikoff MEMBER - EXECUTIVE COMMITTEE 4.0
Director
$0 $0 $0
Bubba Urdan MEMBER - EXECUTIVE COMMITTEE 3.0
Director
$0 $0 $0
Andi Wolfe THRU 1023 MEMBER - EXECUTIVE COMMITTEE 0.3
Director
$0 $0 $0
David Eaton BOARD MEMBER 1.0
Director
$0 $0 $0
Eva Lynn Gans BOARD MEMBER 0.3
Director
$0 $0 $0
Susan Goldman BOARD MEMBER 0.3
Director
$0 $0 $0
Roberta Goodman BOARD MEMBER 0.3
Director
$0 $0 $0
Jan Kushner BOARD MEMBER 1.0
Director
$0 $0 $0
Jonathan Lanznar BOARD MEMBER 0.3
Director
$0 $0 $0
JON LEVINE BOARD MEMBER 0.3
Director
$0 $0 $0
KEITH LINCH BOARD MEMBER 0.3
Director
$0 $0 $0
JOSEF LOEFFLER BOARD MEMBER 1.0
Director
$0 $0 $0
GREG MARCUS BOARD MEMBER 0.3
Director
$0 $0 $0
Leandro Margulis BOARD MEMBER 0.3
Director
$0 $0 $0
Justin Pollack BOARD MEMBER 0.3
Director
$0 $0 $0
John Pregulman BOARD MEMBER 0.3
Director
$0 $0 $0
Barbara Ross BOARD MEMBER 0.3
Director
$0 $0 $0
Barbara Siegel BOARD MEMBER 0.3
Director
$0 $0 $0
Lawrence Wolfe BOARD MEMBER 0.3
Director
$0 $0 $0
Lew Zipkin BOARD MEMBER 0.3
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $15,498,529 $18,151,084 $23,042,184 $-2,652,555
2022 $22,367,473 $18,843,699 $32,848,514 $3,523,774
2021 $16,000,497 $14,061,257 $29,293,739 $1,939,240
2020 $12,941,869 $13,495,398 $29,514,134 $-553,529
2020 $12,883,436 $13,490,003 $25,996,266 $-606,567
2019 $14,105,414 $13,551,357 $33,182,116 $554,057
2018 $13,099,561 $13,038,942 $34,892,118 $60,619
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