ROOTS OF REFORM JUDAISM INC

EIN: 261670104 501(c)(3) Religion

CINCINNATI, OH

Total Revenue
$438,314
Total Expenses
$353,218
Total Assets
$967,085
Net Assets
$967,085
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
MA
Principal Officer
VICTORIA WOOLNER SAMUELS
Phone
6176841882
Tax Period
2023-07-01 to 2024-06-30

ROOTS OF REFORM JUDAISM INC, founded in 2007, is a small nonprofit in the Religion sector that reported $438K in total revenue in fiscal year 2023. The organization ran a surplus of $85K, a strong 19% operating margin.

Mission

THE ORGANIZATION IS COMMITTED TO THE PRESERVATION AND CREATIVE NURTURING OF HISTORIC IDEALS OF CLASSICAL REFORM JUDAISM WITH ITS PROGRESSIVE SPIRITUAL VALUES, INTELLECTUAL FOUNDATIONS AND DISTINCTIVE WORSHIP TRADITIONS.

Program Service Accomplishments

Program 1
Expenses: $107,637

PUBLICATION PROGRAM-DISTRIBUTION OF THE UNION PRAYER BOOK-SINAI EDITION, REVISED (2012)-A CONTEMPORARY LANGUAGE VERSION OF REFORM LITURGY, USED BY CONGREGATIONS AROUND THE COUNTRY AND THE HEBREW...

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PUBLICATION PROGRAM-DISTRIBUTION OF THE UNION PRAYER BOOK-SINAI EDITION, REVISED (2012)-A CONTEMPORARY LANGUAGE VERSION OF REFORM LITURGY, USED BY CONGREGATIONS AROUND THE COUNTRY AND THE HEBREW UNION COLLEGE, THE NEW UNION HAGGADAH (2014) NEW REVISION OF THE HISTORIC PASSOVER LITURGY CO-PUBLISHED BY THE CENTRAL CONFERENCE OF AMERICAN RABBIS, AND THE RISE AND GROWTH OF REFORM JUDAISM (2015), PUBLISHED BY THE JEWISH PUBLICATION SOCIETY, BHADRAT KODESH PUBLISHED BY SCRJ AND HAR-EL SYNAGOGUE OF JERUSALEM. PUBLICATION AND DISTRIBUTION OF THE REFORM ADVOCATE JOURNAL OF ARTICLES, ESSAYS ON REFORM JUDAISM.THE ORGANIZATION HAS UNDERTAKEN THE PUBLICATION OF MONOGRAPHS FOR SPIRITUAL & RELIGIOUS USES THROUGHOUT THE YEAR. COMPLETED ARE SERVICES FOR SABBATH EVE, REFLECTIONS AND MEDITATIONS AT A TIME OF MOURNING, YOM KIPPUR PRAYERS AND READINGS, AND SABBATH READINGS FOR HOME AND FAMILY AS WELL AS OTHERS. THESE WILL SUPPORT UNDERSERVED INDIVIDUALS AND COMMUNITIES WITH RESOURCES SUPPORTING CLASSICAL REFORM BELIEFS AND PRACTICES.

Program 2
Expenses: $51,926

NATIONAL OUTREACH- THROUGH THE PRESENTATION OF IN ORGANIZATIONS SERMONS, SCHOLARLY LECTURES AND EDUCATIONAL PROGRAMS AT SYNAGOGUES AND SEMINARIES AROUND THE WORLD, WORSHIP SERVICES AND PRESENTATIONS...

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NATIONAL OUTREACH- THROUGH THE PRESENTATION OF IN ORGANIZATIONS SERMONS, SCHOLARLY LECTURES AND EDUCATIONAL PROGRAMS AT SYNAGOGUES AND SEMINARIES AROUND THE WORLD, WORSHIP SERVICES AND PRESENTATIONS AT INTERNATIONAL, NATIONAL, AND REGIONAL GATHERINGS OF THE REFORM MOVEMENT AND AT REFORM SYNAGOGUES AROUND THE COUNTRY. THE ORGANIZATION'S OBJECTIVES ARE TO EDUCATE THE BROADER REFORM JEWISH COMMUNITY ON THE VISION AND WORK OF THE ORGANIZATION AND TO REACH OUT TO PRESENTLY NON-AFFILIATED INDIVIDUALS THROUGH RESOURCES TO SUPPORT THEIR SPIRITUAL AND RELIGIOUS NEEDS. THESE PROGRAMS AND ACTIVITIES REACHED MORE THAN 5,000 INDIVIDUALS ANNUALLY.

Program 3
Expenses: $772

PARTNERSHIP AT HEBREW UNION COLLEGE -AMONGST THE MOST IMPORTANT CONNECTIONS THE ORGANIZATION HAS CREATED IS THE PARTNERSHIP WITH THE HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION, THE FOUR-CAMPUS...

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PARTNERSHIP AT HEBREW UNION COLLEGE -AMONGST THE MOST IMPORTANT CONNECTIONS THE ORGANIZATION HAS CREATED IS THE PARTNERSHIP WITH THE HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION, THE FOUR-CAMPUS SEMINARY OF THE REFORM JEWISH MOVEMENT. THE ORGANIZATION PROVIDES FINANCIAL AND PROGRAMMATIC RESOURCES FOR ALL THESE CAMPUSES: CINCINNATI, LOS ANGELES, JERUSALEM, AND NEW YORK. THE ORGANIZATION PROVIDES SCHOLARSHIPS, INTERNSHIPS, FELLOWSHIPS, AND EDUCATIONAL MATERIALS STEEPED IN THE TRADITION AND PRINCIPLES OF THEIR REFORM HERITAGE, FOR STUDENTS IN THE RABBINIC, CANTONAL, AND EDUCATIONAL PROGRAMS. MORE THAN 100 STUDENTS AND A DOZEN FACULTY MEMBERS ARE PARTICIPANTS IN THE VARIOUS FACETS OF THESE PROGRAMS.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $392,350
Program Service Revenue $0
Investment Income $45,964
Other Revenue $0
TOTAL REVENUE $438,314

Expense Breakdown

Grants Paid $0
Salaries & Benefits $287,885
Fundraising Expenses $89,361
Program Expenses $168,258
Other Expenses $65,333
TOTAL EXPENSES $353,218

Year-over-Year Comparison

2023 2022 Change
Revenue $438,314 $416,797 +0.1%
Expenses $353,218 $431,723 -0.2%
Net Income $85,096 $-14,926 -6.7%
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
24
Independent Members
24
Employees
3
Volunteers
18

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
6
$110,550
Total Directors
25
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BH LEVY JR CHAIRMAN, ENDOWMENT COMMIT 1.00
Officer Director
$0 $0 $0
RABBI BEN AZRIEL TREASURER 1.00
Officer Director
$0 $0 $0
FLOSSIE WEILL CLERK 1.00
Officer Director
$0 $0 $0
JENNIFER CASSELL VICE PRESIDENT,FINANCE COM 5.00
Officer Director
$0 $0 $0
VICTORIA WOOLNER SAMUELS PRESIDENT 10.00
Officer Director
$0 $0 $0
SCOTT KUMER TERM ENDED 42024 BOARD MEMBER 1.00
Director
$0 $0 $0
RABBIE EDWARD P COHN EMERITUS 1.00
Director
$0 $0 $0
SIMON BARRAD BOARD MEMBER 1.00
Director
$0 $0 $0
RABBI ROBERT HAAS BOARD MEMBER 1.00
Director
$0 $0 $0
RABBI DEVON A LERNER EMERITA 1.00
Director
$0 $0 $0
RABBI DAVID BLOOM BOARD MEMBER 1.00
Director
$0 $0 $0
RABBI BEN ZEIDMAN BOARD MEMBER 1.00
Director
$0 $0 $0
PHILIP HOFFMAN EMERITUS 1.00
Director
$0 $0 $0
LES NOVITSKY EMERITUS 1.00
Director
$0 $0 $0
EAFAT NEWTON BOARD MEMBER 1.00
Director
$0 $0 $0
RABBI JOEL SIMONDS BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES LEVINE BOARD MEMBER 1.00
Director
$0 $0 $0
DR MADELYN KATZ BOARD MEMBER, EDUCATION CO 1.00
Director
$0 $0 $0
DR BENJAMIN LEVY BOARD MEMBER 1.00
Director
$0 $0 $0
DOUG PIKE IMMEDIATE PAST PRESIDENT 1.00
Director
$0 $0 $0
CHUCK UDELL BOARD MEMBER 1.00
Director
$0 $0 $0
BEN PALATCHI BOARD MEMBER 1.00
Director
$0 $0 $0
BARBARA LEVY BOARD MEMBER 1.00
Director
$0 $0 $0
JAN E STONE EMERITA 1.00
Director
$0 $0 $0
LARRY PIKE BOARD MEMBER, CHAIR-ADVANC 1.00
Director
$0 $0 $0
RABBI KENNETH A KANTER RABBINIC DIRECTOR 40.00
Officer
$51,930 $58,620 $110,550
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
2025 No data No data No data No data
2024 $438,314 $353,218 $967,085 $85,096
2023 $416,797 $431,723 $823,445 $-14,926
2022 $523,845 $396,801 $871,027 $127,044
2018 $232,236 $366,313 $1,094,679 $-134,077
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