JBI INTERNATIONAL INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JBI INTERNATIONAL INC (EIN 13-1683279)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-23
- IRS object ID
- 202412059349301336
- Schema version
- 2023v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-23T15:32:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131683279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JBI INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBII | BusinessNameControlTxt |
| Phone | 2128892525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 EAST 30TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIVIA THOMPSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2128892525 | PhoneNum |
| Signature | 2024-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LIVIA | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2024-07-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LIVIA THOMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 EAST 30TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,740,224 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JBILIBRARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | JBI PROVIDES FREE BRAILLE, AUDIO & LARGE PRINT MATERIALS FOR VISUALLY IMPAIRED INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,931,486 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,277,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $460 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,463 | CYProgramServiceRevenueAmt |
| PY Investment Income | $278,514 | PYInvestmentIncomeAmt |
| CY Investment Income | $652,714 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,977 | PYOtherRevenueAmt |
| CY Other Revenue | $42,602 | CYOtherRevenueAmt |
| PY Total Revenue | $4,247,437 | PYTotalRevenueAmt |
| CY Total Revenue | $2,989,204 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $257,488 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,992,812 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,085,517 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $314,167 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,391,105 | PYOtherExpensesAmt |
| CY Other Expenses | $1,752,503 | CYOtherExpensesAmt |
| PY Total Expenses | $3,641,405 | PYTotalExpensesAmt |
| CY Total Expenses | $3,860,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $606,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$871,566 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,410,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,409,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $191,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $287,463 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,219,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,121,981 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JBI INTERNATIONAL, FOUNDED IN 1931 AS THE JEWISH BRAILLE INSTITUTE, SEEKS TO EMPOWER BLIND, VISUALLY IMPAIRED AND READING DISABLED INDIVIDUALS TO PARTICIPATE FULLY IN EDUCATIONAL, CULTURAL AND COMMUNAL LIFE BY PROVIDING FREE ACCESS TO WORKS OF JEWISH AND GENERAL INTEREST THROUGH ITS BRAILLE, LARGE PRINT, AND AUDIO LIBRARIES, OUR GLOBAL PROGRAMS IN MANY LANGUAGES SERVE PEOPLE OF ALL AGES AND BACKGROUNDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,879,979 | ExpenseAmt |
| Grant | $22,750 | GrantAmt |
| Revenue | $16,463 | RevenueAmt |
| Desc | LIBRARIES: THE JBI LIBRARY INCLUDES A BROAD SPECTRUM OF JEWISH-INTEREST BOOKS IN AUDIO, LARGE PRINT AND BRAILLE, ALL PRODUCED IN-HOUSE AND DISTRIBUTED FREE OF CHARGE DIRECTLY TO OUR PATRONS' DOORSTEPS; AFTER ENJOYING THE MATERIALS, PATRONS RETURN THEM, POSTAGE FREE. WE OFFER MORE THAN 13,000 CIRCULATING AUDIOBOOKS AND SEVERAL THOUSAND BRAILLE TITLES AND LARGE PRINT MATERIALS ENCOMPASSING FICTION, HISTORY, BIOGRAPHY, SHORT STORIES, PERIODICALS, HUMOR, LITURGICAL TEXTS, POETRY, JEWISH STUDIES, MEMOIRS, COOKBOOKS, AND MORE, WITH NEW TITLES ADDED REGULARLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $801,831 | ExpenseAmt |
| Desc | OUTREACH: JBI PROVIDES VARIOUS SPECIAL PROGRAMS AND PROJECTS THAT ENHANCE CONNECTION TO THE JEWISH COMMUNITY. WE OFFER COMPILATIONS OF JEWISH-INTEREST ARTICLES FROM A VARIETY OF JEWISH AND AND SECULAR NEWS SOURCES INCLUDING: JBI VOICES IN AUDIO FORMAT, THE JEWISH BRAILLE REVIEW IN HARD COPY BRAILLE AND BRAILLE-READY FORMAT (BRF), JBI RUSSIAN VOICES IN RUSSIAN-LANGUAGE AUDIO FORMAT, THE JBI CULTURAL SERIES IN AUDIO FORMAT, FEATURING CONCERTS, LECTURES AND DRAMATIC READING. WE ALSO PRODUCE AN ANNUAL JEWISH CALENDAR IN LARGE PRINT AND BRAILLE, IN ENGLISH AND RUSSIAN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $136,519 | ExpenseAmt |
| Desc | EDUCATIONAL AND CULTURAL PROGRAMS: JBI OFFERS PROGRAMMING TO ENHANCE CONNECTION TO THE JEWISH COMMUNITY, INCLUDING LECTURES, CONCERTS, AND VIRTUAL AND IN-PERSON PROGRAMMING, SUCH AS BOOK GROUPS, POETRY WORKSHOPS, AUTHOR EVENTS, LEARNING SERIES, AND MORE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $232,556 | ExpenseAmt |
| Desc | PERIODICALS: JBI OFFERS A VARIETY OF JBI PERIODICALS IN AUDIO AND BRAILLE FORMAT WHICH ARE UNAVAILABLE OTHERWISE TO THE VISUALLY IMPAIRED. THESE INCLUDE HADASSAH AND LILITH MAGAZINE, JBI VOICES-A COMPILATION OF ARTICLES FROM A GLOBAL SELECTION OF NEWSPAPERS AND JOURNALS, AND ALSO INCLUDE JBI'S CULTURAL SERIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $232,556 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,050,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICKEY ABOFF CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128892525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 EAST 30TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALIZA SPERLING | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA BROWN | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BARBARA G SAIDEL | |||||||
| CO-CHAIR OF THE BOARD | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BENJAMIN F KURSMAN | |||||||
| VICE CHAIRMAN (OUTGOING) | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CAREN KELLER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANE LIPMAN | |||||||
| SECRETARY (OUTGOING) | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR ELLIE HENKIND KATZ | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN DAVID | |||||||
| ASSISTANT TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRANCES BRANDT | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GABRIELLE COHN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JILL ROTHSTEIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK J ALTSCHULER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MYRON KAPLAN | |||||||
| VICE CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NANCY I KLEIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL R HERMAN | |||||||
| ASSISTANT SECRETARY (OUTGOING) | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RABBI ANDREW GOODMAN | |||||||
| TRUSTEE (OUTGOING) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RABBI MORDECHAI RACKOVER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD GREENBERG | |||||||
| TRUSTEE (OUTGOING) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVE FADEM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN P POLIVY | |||||||
| CO-CHAIR OF THE BOARD | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVEN SKLAR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GOLD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS G KAHN | |||||||
| VICE CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM K GROSS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA B FRIEDMAN | |||||||
| HON. CHAIRMAN OF THE BOARD | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| LIVIA THOMPSON | |||||||
| EXECUTIVE DIRECTOR | 35.00 | $245,855 | $0 | $30,080 | Yes (X) | ||
| MICKEY ABOFF | |||||||
| CHIEF FINANCIAL OFFICER | 35.00 | $159,438 | $0 | $73,079 | Yes (X) | ||
| SUSAN L SCHLECHTER | |||||||
| HON. CHAIRMAN OF THE BD | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| BETH RUDICH | |||||||
| DIRECTOR OF DEVELOPMENT | 35.00 | $121,588 | $0 | $69,070 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $526,881 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,229 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPRING CONSULTING LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 AMITY ROAD | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | STRATEGIC PLANNING | ServicesDesc |
| Compensation | $192,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $15,650 | FundraisingAmt |
| Government Grants | $5,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,256,775 | AllOtherContributionsAmt |
| Noncash Contributions | $61,894 | NoncashContributionsAmt |
| Total Contributions | $2,277,425 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOKS AND PUBLICATIONS | Desc |
| Business | 513130 | BusinessCd |
| Total Revenue Column | $16,463 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,463 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,463 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $460,604 | TotalRevenueColumnAmt |
| Exclusion | $460,604 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $188,980 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $141,378 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,602 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,602 | TotalRevenueColumnAmt |
| Exclusion | $47,602 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,792,627 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,600,517 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,110 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,110 | TotalRevenueColumnAmt |
| Exclusion | $192,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,125 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,650 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,125 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,000 | TotalRevenueColumnAmt |
| Exclusion | -$5,000 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,989,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,463 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $695,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,750 | TotalAmt |
| Program Services | $22,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,452 | TotalAmt |
| Program Services | $426,946 | ProgramServicesAmt |
| Management And General | $63,059 | ManagementAndGeneralAmt |
| Fundraising | $18,447 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,490 | TotalAmt |
| Program Services | $1,032,140 | ProgramServicesAmt |
| Management And General | $32,177 | ManagementAndGeneralAmt |
| Fundraising | $87,173 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,551 | TotalAmt |
| Program Services | $12,308 | ProgramServicesAmt |
| Management And General | $128 | ManagementAndGeneralAmt |
| Fundraising | $1,115 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,818 | TotalAmt |
| Program Services | $260,409 | ProgramServicesAmt |
| Management And General | $3,882 | ManagementAndGeneralAmt |
| Fundraising | $22,527 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,206 | TotalAmt |
| Program Services | $110,611 | ProgramServicesAmt |
| Management And General | $6,339 | ManagementAndGeneralAmt |
| Fundraising | $8,256 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,327 | TotalAmt |
| Management And General | $7,327 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,387 | TotalAmt |
| Management And General | $95,387 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,033 | TotalAmt |
| Program Services | $316,492 | ProgramServicesAmt |
| Management And General | $55,591 | ManagementAndGeneralAmt |
| Fundraising | $22,950 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,542 | TotalAmt |
| Program Services | $22,542 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,389 | TotalAmt |
| Program Services | $201,251 | ProgramServicesAmt |
| Management And General | $16,455 | ManagementAndGeneralAmt |
| Fundraising | $26,683 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,888 | TotalAmt |
| Management And General | $135,094 | ManagementAndGeneralAmt |
| Fundraising | $16,794 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,685 | TotalAmt |
| Program Services | $200,733 | ProgramServicesAmt |
| Management And General | $14,232 | ManagementAndGeneralAmt |
| Fundraising | $12,720 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,276 | TotalAmt |
| Program Services | $19,907 | ProgramServicesAmt |
| Management And General | $2,185 | ManagementAndGeneralAmt |
| Fundraising | $2,184 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,644 | TotalAmt |
| Management And General | $2,644 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,603 | TotalAmt |
| Program Services | $270,597 | ProgramServicesAmt |
| Management And General | $19,082 | ManagementAndGeneralAmt |
| Fundraising | $16,924 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,942 | TotalAmt |
| Management And General | $21,942 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| INFO. DISSEMINATION | $143,673 | $71,837 | $71,836 | |
| LIBRARY AND SUPPLIES | $56,799 | $48,506 | $2,639 | $5,654 |
| CIRCULATION EXPENSES | $17,616 | $17,616 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,699 | TotalAmt |
| Program Services | $16,240 | ProgramServicesAmt |
| Management And General | $14,540 | ManagementAndGeneralAmt |
| Fundraising | $3,919 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,860,770 | TotalAmt |
| Program Services | $3,050,885 | ProgramServicesAmt |
| Management And General | $495,718 | ManagementAndGeneralAmt |
| Fundraising | $314,167 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,117 | BOYAmt |
| EOY | $135,279 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,655,855 | BOYAmt |
| EOY | $1,518,433 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $305,600 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,228 | BOYAmt |
| EOY | $158,856 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,546 | BOYAmt |
| EOY | $78,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,223,770 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,370,050 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,127,651 | BOYAmt |
| EOY | $4,853,720 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,728,166 | BOYAmt |
| EOY | $15,849,564 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,295,251 | BOYAmt |
| EOY | $1,509,582 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,410,814 | BOYAmt |
| EOY | $24,409,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,862 | BOYAmt |
| EOY | $160,188 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,298 | BOYAmt |
| EOY | $127,275 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,160 | BOYAmt |
| EOY | $287,463 | 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 | $10,156,021 | BOYAmt |
| EOY | $10,379,670 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,063,633 | BOYAmt |
| EOY | $13,742,311 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,219,654 | BOYAmt |
| EOY | $24,121,981 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,410,814 | BOYAmt |
| EOY | $24,409,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$871,566 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,646,562 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $127,331 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,023,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,158,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,251,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,931,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,277,425 | CurrentTaxYearAmt |
| Total | $12,643,086 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,023,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,158,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,251,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,931,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,277,425 | CurrentTaxYearAmt |
| Total | $12,643,086 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $591,513 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,051,573 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $738,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $574,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $460,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $502,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $649,584 | CurrentTaxYearAmt |
| Total | $2,925,990 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $4,125 | CurrentTaxYearAmt |
| Total | $14,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,583,527 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,943 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74660 | 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 | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING INCOME - 2019 AMOUNT: $ 2,200. 2020 AMOUNT: $ 2,400. 2023 AMOUNT: $ 4,125. TRANSPORTATION REFUND - 2019 AMOUNT: $ 5,726. | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $19,300 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,616,838 | BeginningYearBalanceAmt |
| Contributions | $17,318 | ContributionsAmt |
| Investment Earnings Or Losses | $2,061,301 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,695,457 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,581,683 | BeginningYearBalanceAmt |
| Contributions | $298,045 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,128,413 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $134,477 | OtherExpendituresAmt |
| End Year Balance | $12,616,838 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,048,108 | BeginningYearBalanceAmt |
| Contributions | -$218,369 | ContributionsAmt |
| Investment Earnings Or Losses | $1,233,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $481,057 | OtherExpendituresAmt |
| End Year Balance | $14,581,683 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,984,921 | BeginningYearBalanceAmt |
| Contributions | -$442,138 | ContributionsAmt |
| Investment Earnings Or Losses | $1,503,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $992,396 | OtherExpendituresAmt |
| Administrative Expenses | $5,523 | AdministrativeExpensesAmt |
| End Year Balance | $14,048,108 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,561,165 | BeginningYearBalanceAmt |
| Contributions | $472,078 | ContributionsAmt |
| Investment Earnings Or Losses | $1,254,808 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $303,126 | OtherExpendituresAmt |
| End Year Balance | $13,984,925 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58669 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41331 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,000 | OtherCostOrOtherBasisAmt |
| Book Value | $122,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,329,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,867,130 | DepreciationAmt |
| Book Value | $4,462,254 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $753,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $502,920 | DepreciationAmt |
| Book Value | $250,166 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,300 | OtherCostOrOtherBasisAmt |
| Book Value | $19,300 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,853,720 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST RECEIVABLE | $35,822 |
| BENEFICIAL INTEREST IN TRUST | $1,390,341 |
| OTHER ASSETS | $929 |
| FINANCE LEASE RIGHT-OF-USE ASSETS | $82,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,509,582 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RENTAL DEPOSITS PAYABLE | $43,696 |
| FINANCE LEASE LIABILITY | $83,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $127,275 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,753,135 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,646,562 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $76,300 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $136,456 | OtherRevenueAmt |
| Revenue Not Reported | $1,859,318 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,893,817 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $95,387 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $95,387 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,989,204 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,850,808 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $76,300 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $76,300 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,774,508 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $95,387 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$9,125 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $86,262 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,860,770 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | JBI'S NET ASSETS WITH DONOR RESTRICTIONS ENDOWMENT FUNDS WERE ESTABLISHED BY DONORS FOR SCHOLARSHIPS FOR THE BLIND, EDUCATIONAL AND CULTURAL PROGRAMS AND ASSISTANCE TO CENTRAL AND EASTERN EUROPE. JBI'S BOARD DESIGNATED ENDOWMENT FUND WAS ESTABLISHED BY THE BOARD OF TRUSTEES. THESE FUNDS ARE SEGREGATED UNTIL THE BOARD DETERMINES HOW TO UTILIZE THEM. |
| PART X, LINE 2: | JBI BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES", WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN TRUSTS 127,331. INDIRECT FUNDRAISING EXPENSE 9,125. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INDIRECT FUNDRAISING EXPENSE -9,125. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | TO PROVIDE LOW VISION CLINIC AND LIBRARY SERVICES. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $22,750 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $22,750 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $22,750 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Purpose Of Grant | TO PROVIDE LOW VISION CLINIC AND LIBRARY SERVICES | PurposeOfGrantTxt |
| Cash Grant | $22,750 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | JBI RECEIVES REPORTS ON THE USE OF FUNDS OUTSIDE THE UNITED STATES. THESE REPORTS ARE REVIEWED FOR COMPLETENESS AND ACCURACY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DR. STOLZENBERG EVENT | Event1Nm |
| Gross Receipts Event1 | $19,775 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,650 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,125 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $7,950 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $175 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,775 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $15,650 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,125 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $7,950 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $175 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,125 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,000 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LIVIA THOMPSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $245,855 | $0 | $0 | $0 | $0 | $0 | $3,856 | $0 | $26,224 | $0 | $275,935 | $0 | $0 | $0 |
| MICKEY ABOFF | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $159,438 | $0 | $0 | $0 | $0 | $0 | $3,494 | $0 | $69,585 | $0 | $232,517 | $0 | $0 | $0 |
| BETH RUDICH | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $121,544 | $0 | $0 | $0 | $44 | $0 | $2,725 | $0 | $66,345 | $0 | $190,658 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $61,894 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF STOCK CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND DISTRIBUTED TO THE BOARD VIA EMAIL FOR REVIEW. THE AUDIT COMMITTEE, THE CHAIRMAN AND THE TREASURER REVIEW THE 990 WITH MANAGEMENT PRIOR TO FILING WITH IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IF A CONFLICT IS REPORTED, THE BOARD WILL REVIEW THE MATTER TO DETERMINE IF IT DOES INDEED RISE TO THE LEVEL OF A CONFLICT OF INTEREST. IF IT DOES, THAT INDIVIDUAL IS RESTRICTED FROM SERVING ON A COMMITTEE, VOTING OR IN ANY WAY INFLUENCING DELIBERATIONS RELATED TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS AN ANNUAL PERSONNEL COMPENSATION COMMITTEE MEETING WHICH REVIEWS INDEPENDENT COMPENSATION DATA FOR ALL EMPLOYEES, AND ITS RECOMMENDATIONS ARE PRESENTED TO THE BUDGET COMMITTEE AND TO THE ENTIRE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE ON THE WEBSITE AND UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 316,492. MANAGEMENT AND GENERAL EXPENSES 55,591. FUNDRAISING EXPENSES 22,950. TOTAL EXPENSES 395,033. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN TRUST 127,331. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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