JEWISH FEDERATION OF JACKSONVILLE INC: Form 990, tax year 2023
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- Organization
- JEWISH FEDERATION OF JACKSONVILLE INC (EIN 59-0637864)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-10
- IRS object ID
- 202531009349300728
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T15:41:30-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824388106 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FORDE FIRM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 BELFORT RD BLDG 300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590637864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION & FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | NORTHEAST FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9044485000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8505 SAN JOSE BOULEVARD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SETZER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9044485000 | PhoneNum |
| Signature | 2025-04-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID FORDE | PreparerPersonNm |
| PTIN | P02500306 | PTIN |
| Phone | 9047255832 | PhoneNum |
| Preparation | 2025-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | HALEY TRAGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8505 SAN JOSE BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,357,259 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHJACKSONVILLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Activity Or Mission | THE PURPOSE OF THE FEDERATION IS TO CONDUCT COMMUNITY FUNDRAISING & RESOURCE DEVELOPMENT AND ALLOCATE FEDERATION FUNDS TO PROGRAMS & SERVICES THAT ADDRESS JEWISH NEEDS & RESPONSIBILITIES CONSISTENT WITH THE ORGANIZATIONS & THE COMMUNITYS POLICIES & PRIORITIES. THROUGH AN ALLOCATION PROCESS, FEDERATION CAMPAIGN DOLLARS ARE DISTRIBUTED FAIRLY & EQUITABLY. THE FEDERATION ALSO ENCOURAGES INDIVIDUALS AND FAMILIES TO PARTICIPATE IN THE LEGACY OF THE COMMUNITY BY CREATING ENDOWMENT FUNDS, DONOR ADVISED FUNDS,ESTABLISH PLANNED GIFTS AND MORE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,460,734 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,238,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $653,156 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $958,525 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$99,664 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,159,890 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,014,226 | PYTotalRevenueAmt |
| CY Total Revenue | $8,357,259 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,897,584 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,438,253 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $926,689 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $872,588 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $457,284 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $764,270 | PYOtherExpensesAmt |
| CY Other Expenses | $1,088,198 | CYOtherExpensesAmt |
| PY Total Expenses | $4,588,543 | PYTotalExpensesAmt |
| CY Total Expenses | $6,399,039 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,425,683 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,958,220 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,255,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,672,507 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,158,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,617,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,096,545 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,054,765 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FEDERATION IS A FUNDRAISING & COMMUNITY RELATIONS RESOURCE ORGANIZATION. CONTRIBUTIONS RAISED THROUGH ANNUAL CAMPAIGNS SUPPORT LOCAL, REGIONAL & NATIONAL HEALTH & WELFARE AGENCIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,537,615 | ExpenseAmt |
| Grant | $4,438,253 | GrantAmt |
| Desc | CHARITABLE CONTRIBUTIONS - ALLOCATIONS TO VARIOUS NATIONAL, REGIONAL, AND LOCAL JEWISH WELFARE, PHILANTHROPIC, AND CHARITABLE AGENCIES. | Desc |
| Total Program Service Expenses | $5,537,615 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK BURKE - CONTROLLER | PersonNm |
| Phone | 9044485000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8505 SAN JOSE BOULEVARD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322174307 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARIAM S FEIST | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $225,717 | $0 | $0 | |
| KELLIE ANN KELLEHER-SMITH | ||||||
| FOUNDATION D | 40.00 | Yes (X) | $93,773 | $0 | $0 | |
| DEBBIE BANKS | ||||||
| SECRETARY | $0 | $0 | $0 | Yes (X) | ||
| SHYLIE BANNON | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| HOWARD BORER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| NICOLE BROWN | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| SUSAN DUBOW | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| RABBI YAAKOV FISCH | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| KIM GLASGAL | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| RABBI MAYA GLASSER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN MARK GOLDMAN | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| ALLISON JACOBS | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| ERICA JOLLES | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| GLORI KATZ | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| MARK KRAEMER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| IRIS KRAMER | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| RABBI JONATHAN LUBLINER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| BEN MARSH | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| RABBI MICHAEL MATUSON | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| DANIEL MILLER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| JENNIFER PLOTKIN | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| RONALD RETTNER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| JONATHAN RICHMOND | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| MERYL RITTENBERG | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| JEANINE ROGOZINSKI | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| JEFF ROOD | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| DIANE ROTHSTEIN | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| DIANE ROTHSTEIN | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| SOPHIE ROTHSTEIN | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL SETZER | ||||||
| TREASURER | $0 | $0 | $0 | Yes (X) | ||
| TAMMY SHUMER | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| STEVE SILVERMAN | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| BRANDON SUGG | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| HALEY TRAGER | ||||||
| PRESIDENT | $0 | $0 | $0 | Yes (X) | ||
| SANDY ZIMMERMAN | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $319,490 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $2,174,909 | FederatedCampaignsAmt |
| All Other Contributions | $3,063,935 | AllOtherContributionsAmt |
| Total Contributions | $5,238,844 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $958,525 | TotalRevenueColumnAmt |
| Exclusion | $958,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $958,525 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,475 | TotalRevenueColumnAmt |
| Exclusion | $7,475 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,152,415 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,152,415 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,152,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,152,415 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,357,259 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,152,415 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $966,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,438,253 | TotalAmt |
| Program Services | $4,438,253 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,490 | TotalAmt |
| Management And General | $225,717 | ManagementAndGeneralAmt |
| Fundraising | $93,773 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,191 | TotalAmt |
| Program Services | $276,755 | ProgramServicesAmt |
| Management And General | $8,179 | ManagementAndGeneralAmt |
| Fundraising | $130,257 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,907 | TotalAmt |
| Program Services | $44,811 | ProgramServicesAmt |
| Management And General | $54,646 | ManagementAndGeneralAmt |
| Fundraising | $38,450 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,119 | TotalAmt |
| Program Services | $501,073 | ProgramServicesAmt |
| Management And General | $21,014 | ManagementAndGeneralAmt |
| Fundraising | $10,032 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,112 | TotalAmt |
| Program Services | $14,296 | ProgramServicesAmt |
| Management And General | $9,560 | ManagementAndGeneralAmt |
| Fundraising | $1,256 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,054 | TotalAmt |
| Program Services | $21,623 | ProgramServicesAmt |
| Management And General | $3,420 | ManagementAndGeneralAmt |
| Fundraising | $2,011 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,865 | TotalAmt |
| Program Services | $28,087 | ProgramServicesAmt |
| Management And General | $3,005 | ManagementAndGeneralAmt |
| Fundraising | $7,773 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,580 | TotalAmt |
| Program Services | $109,289 | ProgramServicesAmt |
| Management And General | $13,831 | ManagementAndGeneralAmt |
| Fundraising | $9,460 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,912 | TotalAmt |
| Program Services | $5,241 | ProgramServicesAmt |
| Management And General | $4,242 | ManagementAndGeneralAmt |
| Fundraising | $4,429 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| BAD DEBTS | $84,195 | $84,195 | ||
| PROGRAM COSTS | $62,822 | $31,521 | $28,393 | $2,908 |
| EQUIPMENT MAINTENANCE | $50,338 | $25,219 | $13,930 | $11,189 |
| MISCELLANEOUS | $47,017 | $7,556 | $9,872 | $29,589 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,184 | TotalAmt |
| Program Services | $45,992 | ProgramServicesAmt |
| Management And General | $16,840 | ManagementAndGeneralAmt |
| Fundraising | $11,352 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,399,039 | TotalAmt |
| Program Services | $5,537,615 | ProgramServicesAmt |
| Management And General | $404,140 | ManagementAndGeneralAmt |
| Fundraising | $457,284 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,983,126 | BOYAmt |
| EOY | $2,907,322 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,665,508 | BOYAmt |
| EOY | $1,761,577 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,072 | BOYAmt |
| EOY | $125,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $453,165 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $414,975 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,553 | BOYAmt |
| EOY | $38,190 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,702,871 | BOYAmt |
| EOY | $38,924,910 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,396 | BOYAmt |
| EOY | $914,933 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,255,526 | BOYAmt |
| EOY | $44,672,507 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,378 | BOYAmt |
| EOY | $570,118 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,186,425 | BOYAmt |
| EOY | $1,881,452 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,749,178 | BOYAmt |
| EOY | $21,166,172 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,158,981 | BOYAmt |
| EOY | $23,617,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,868,540 | BOYAmt |
| EOY | $8,944,823 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,228,005 | BOYAmt |
| EOY | $12,109,942 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,096,545 | BOYAmt |
| EOY | $21,054,765 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,255,526 | BOYAmt |
| EOY | $44,672,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,958,220 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,170,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,409,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,020,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,460,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,238,844 | CurrentTaxYearAmt |
| Total | $26,300,646 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,170,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,409,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,020,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,460,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,238,844 | CurrentTaxYearAmt |
| Total | $26,300,646 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,262,278 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,038,368 | PublicSupportTotal170Amt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,475 | CurrentTaxYearAmt |
| Total | $9,261 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $673,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $958,525 | CurrentTaxYearAmt |
| Total | $2,284,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,594,735 | TotalSupportAmt |
| Public Support CY170 | 0.38600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.23180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 1,326,303 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Contri | $199,561 | DonorAdvisedFundsContriAmt |
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $21,166,172 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,166,172 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,357,259 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $8,357,259 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,357,259 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,399,039 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,399,039 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,399,039 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| THE JEWISH FEDERATIONS OF NORTH | |||||
| AMERICA | 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | $77,000 |
| JEWISH FAMILY AND COMMUNITY SERVICE | |||||
| 6261 DUPONT STATION COURT EAST | JACKSONVILLE | FL | 32217 | $220,500 | |
| RIVER GARDEN HEBREW HOME | |||||
| 11401 OLD ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32225 | $154,752 | |
| JEWISH COMMUNTITY ALLIANCE | |||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | $159,500 | |
| MARTIN J GOTTLIEB DAY SCHOOL | |||||
| 3662 CROWN POINT ROAD | JACKSONVILLE | FL | 32257 | $97,000 | |
| TORAH HIGH OF JACKSONVILLE | |||||
| 10167 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32257 | $61,000 | |
| BIRTHRIGHT ISRAEL | |||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | $9,000 | |
| (no name) | |||||
| $3,659,501 | |||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | LOCAL ORGANIZATIONS ARE GIVEN ASSISTANCE TO HELP WITH GENERAL OVERHEAD EXPENSES. CURRENTLY, THERE IS NO MONITORING OF THE USE OF THESE FUNDS. ASSISTANCE GIVEN TO OTHER ORGANIZATIONS IS BASED ON FUNDING FOR A SPECIFIC PROJECT THAT HAS BEEN APPROVED BY THE ALLOCATION COMMITTEE. THE ORGANIZATION RECEIVES REPORTS ON THE USE OF THE FUNDS FROM THESE ENTITIES. THESE REPORTS ARE REVIEWED BY THE ALLOCATION COMMITTEE TO ENSURE THE FUNDS ARE USED AS DIRECTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIAM S FEIST | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $225,717 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $225,717 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR & THE CONTROLLER. THEN THE FORM 990 IS REVIEWED BY THE BOD TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR & THE CONTROLLER. THEN THE FORM 990 IS REVIEWED BY THE BOD TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE POLICY IS RESTATED AT AN ANNUAL BOARD MEETING. ANY BUSINESS TRANSACTIONS WITH A BOD MEMBER ARE DISCLOSED IF APPROPRIATE. BOARD MEMBERS ARE NOT ALLOWED TO VOTE ON ANY TRANSACTION IN WHICH THEY HAVE A FINANCIAL INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THERE IS AN ANNUAL PERFORMANCE REVIEW AND A SURVEY OF COMPENSATION FOR LIKE POSITIONS WITHIN THE FEDERATION SYSTEM AS PROVIDED BY THE JEWISH FEDERATIONS OF NORTH AMERICA. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THERE IS AN ANNUAL PERFORMANCE REVIEW AND A SURVEY OF COMPENSATION FOR LIKE POSITIONS WITHIN THE FEDERATION SYSTEM AS PROVIDED BY THE JEWISH FEDERATIONS OF NORTH AMERICA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GUIDESTAR.ORG POSTS THE FORM 990. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. |