RALEIGH-CARY JEWISH FEDERATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RALEIGH-CARY JEWISH FEDERATION INC (EIN 56-1553301)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-02-15
IRS object ID
202340469349300329
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2023-02-15T08:50:31-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561627242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROMEO WIGGINS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR RD 202AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561553301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RALEIGH-CARY JEWISH FEDERATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRALEBusinessNameControlTxt
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD STE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY BUSHPersonNm
Person Title1ST VICE PRESIDENTPersonTitleTxt
Phone9196762200PhoneNum
Signature2023-02-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastBUSHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ KELLY LANIERPreparerPersonNm
PTINP01240701PTIN
Phone9198705151PhoneNum
Preparation2023-02-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Special ConditionHURRICANE IAN EXTENSION 21523SpecialConditionDesc

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF RALEIGH-CARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerAMY BUSHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,218,354GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHALOMRALEIGH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee82TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,412,331PYContributionsGrantsAmt
CY Contributions Grants$1,416,055CYContributionsGrantsAmt
PY Program Service Revenue$388,562PYProgramServiceRevenueAmt
CY Program Service Revenue$696,828CYProgramServiceRevenueAmt
PY Investment Income$48,432PYInvestmentIncomeAmt
CY Investment Income$101,327CYInvestmentIncomeAmt
PY Other Revenue$13,056PYOtherRevenueAmt
CY Other Revenue-$3,117CYOtherRevenueAmt
PY Total Revenue$1,862,381PYTotalRevenueAmt
CY Total Revenue$2,211,093CYTotalRevenueAmt
PY Grants And Similar Paid$57,432PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$39,645CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,067,202PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,192,349CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$214,861CYTotalFundraisingExpenseAmt
PY Other Expenses$968,793PYOtherExpensesAmt
CY Other Expenses$1,092,191CYOtherExpensesAmt
PY Total Expenses$2,093,427PYTotalExpensesAmt
CY Total Expenses$2,324,185CYTotalExpensesAmt
PY Revenues Less Expenses-$231,046PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$113,092CYRevenuesLessExpensesAmt
Total Assets BOY$9,436,056TotalAssetsBOYAmt
Total Assets EOY$8,136,059TotalAssetsEOYAmt
Total Liabilities BOY$4,585,328TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,340,392TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,850,728NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,795,667NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$852,415ExpenseAmt
Revenue$444,506RevenueAmt
DescJEWISH COMMUNITY CENTER: PROVIDES GENERAL RECREATIONAL AND SOCIAL PROGRAMMING SERVING THE JEWISH COMMUNITY. THE JCCS PROMOTES JEWISH CULTURE AND HERITAGE THROUGH HOLIDAY CELEBRATIONS, ISRAEL-RELATED PROGRAMMING, AND JEWISH EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$338,538ExpenseAmt
Revenue$28,159RevenueAmt
DescJEWISH FAMILY SERVICES: A SOCIAL SERVICE AGENCY DESIGNED TO MEET THE NEEDS OF THE JEWISH COMMUNITY. SERVICES INCLUDE ASSISTANCE WITH MENTAL HEALTH, FOOD, AND EMERGENCY NEEDS, ETC.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$307,362ExpenseAmt
DescKAHN COMMUNITY CAMPUS: THE DAVID R. KAHN COMMUNITY CAMPUS HOSTS THE JEWISH COMMUNITY CENTER AND AN OPEN FACILITY FOR THE COMMUNITY TO UTILIZE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$293,523ExpenseAmt
Grant$39,645GrantAmt
Revenue$224,163RevenueAmt
DescJEWISH COMMUNITY FOUNDATION; JEWISH COMMUNITY RELATIONS COUNCIL; COMMUNICATIONS; COMMUNITY ENGAGEMENT AND FACILITIES IN SUPPORT OF JEWISH CHARITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$293,523TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$39,645TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$224,163TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,791,838TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee82EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPHIL BRODSKYPersonNm
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
PHIL BRODSKY
EXECUTIVE DI40.00Yes (X)$147,917$0$11,732
CARLYE ABITBOL
TRUSTEE2.00$0$0$0Yes (X)
AMY BUSH
1ST VICE PRE2.00Yes (X)$0$0$0Yes (X)
JON BUXBAUM
TRUSTEE2.00$0$0$0Yes (X)
JAMIE ROSE ELIAHU
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
STEVEN FEIERSTEIN
VP STRATEGIC2.00$0$0$0Yes (X)
STEPHEN FELDMAN
TRUSTEE2.00$0$0$0Yes (X)
DEBBIE GRANICK
TRUSTEE2.00$0$0$0Yes (X)
CAROLE GULD
HONORARY TRU0.00$0$0$0Yes (X)
SALLY-ANN GUPTA
TRUSTEE2.00$0$0$0Yes (X)
STEVE HORVITZ
VP-JCC2.00$0$0$0Yes (X)
ROBERT HUBAL
VP FOUNDATIO2.00$0$0$0Yes (X)
DOUG KAHN
TREASURER2.00Yes (X)$0$0$0Yes (X)
FRANK KIRSCHBAUM
TRUSTEE2.00$0$0$0Yes (X)
ALAN KRITZ
TRUSTEE2.00$0$0$0Yes (X)
MICHAEL ROSS MD
AT LARGE2.00$0$0$0Yes (X)
CRAIG MEDDIN
CP FUND & DE2.00$0$0$0Yes (X)
JASMINE MEDOFF
VP - JFS2.00$0$0$0Yes (X)
EILEEN FURMAN SCHWARTZ
HONORARY TRU0.00$0$0$0Yes (X)
JUDAH SEGAL
VP JCRC2.00$0$0$0Yes (X)
HARVEY SMALHEISER
FINANCE CHAI2.00$0$0$0Yes (X)
MONICA UDELL
TRUSTEE2.00$0$0$0Yes (X)
MARK WIENER
VP OPERATION2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$147,917TotalReportableCompFromOrgAmt
Total Other Compensation$11,732TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$127,133FundraisingAmt
Government Grants$3,949GovernmentGrantsAmt
All Other Contributions$1,284,973AllOtherContributionsAmt
Total Contributions$1,416,055TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
JEWISH COMMUNITY CENTER$345,734$345,734
FACILITIES$208,243$208,243
MEMBERSHIP DUES$98,772$98,772
JEWISH FAMILY SERVICES$28,159$28,159
COMMUNITY ENGAGEMENT$10,636$10,636

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,284TotalRevenueColumnAmt
Related Or Exempt Func Income$5,284RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$696,828TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,327TotalRevenueColumnAmt
Exclusion$101,327ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$127,133ContriRptFundraisingEventAmt
Fundraising Direct Expenses$7,261FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,261TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Total Revenue Column$4,144TotalRevenueColumnAmt
Exclusion$4,144ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,144OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,211,093TotalRevenueColumnAmt
Related Or Exempt Func Income$696,828RelatedOrExemptFuncIncomeAmt
Exclusion$105,471ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$39,645TotalAmt
Program Services$39,645ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$147,917TotalAmt
Program Services$73,959ProgramServicesAmt
Management And General$36,979ManagementAndGeneralAmt
Fundraising$36,979FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$925,607TotalAmt
Program Services$671,677ProgramServicesAmt
Management And General$127,010ManagementAndGeneralAmt
Fundraising$126,920FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,635TotalAmt
Program Services$32,612ProgramServicesAmt
Management And General$562ManagementAndGeneralAmt
Fundraising$6,461FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$79,190TotalAmt
Program Services$55,072ProgramServicesAmt
Management And General$11,784ManagementAndGeneralAmt
Fundraising$12,334FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,685TotalAmt
Management And General$11,685ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$172,910TotalAmt
Program Services$156,610ProgramServicesAmt
Management And General$1,863ManagementAndGeneralAmt
Fundraising$14,437FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$349,985TotalAmt
Program Services$305,983ProgramServicesAmt
Management And General$34,535ManagementAndGeneralAmt
Fundraising$9,467FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,725TotalAmt
Program Services$3,436ProgramServicesAmt
Fundraising$289FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,526TotalAmt
Program Services$2,517ProgramServicesAmt
Management And General$1,774ManagementAndGeneralAmt
Fundraising$1,235FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$122,458TotalAmt
Program Services$87,709ProgramServicesAmt
Management And General$34,749ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$214,629TotalAmt
Program Services$214,629ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$37,357TotalAmt
Program Services$3,593ProgramServicesAmt
Management And General$33,764ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$125,461$118,238$762$6,461
MERCHANT FEES$20,065$4,780$15,285
BAD DEBT EXPENSE$12,291$12,291
ASSOCIATION EXPENSE$10,799$8,787$1,734$278

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,300TotalAmt
Program Services$300ProgramServicesAmt
Management And General$5,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,324,185TotalAmt
Program Services$1,791,838ProgramServicesAmt
Management And General$317,486ManagementAndGeneralAmt
Fundraising$214,861FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$409,425BOYAmt
EOY$377,435EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,017BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$680,935BOYAmt
EOY$592,335EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,705BOYAmt
EOY$27,626EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,372BOYAmt
EOY$22,525EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,191,641LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,509,522LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,706,812BOYAmt
EOY$5,682,119EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,517,223BOYAmt
EOY$1,319,730EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$89,567BOYAmt
EOY$114,289EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,436,056BOYAmt
EOY$8,136,059EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$64,054BOYAmt
EOY$65,600EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$94,167BOYAmt
EOY$123,819EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,320,491BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,098,131BOYAmt
EOY$3,146,225EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,485BOYAmt
EOY$4,748EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,585,328BOYAmt
EOY$3,340,392EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,962,118BOYAmt
EOY$3,819,515EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$888,610BOYAmt
EOY$976,152EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,850,728BOYAmt
EOY$4,795,667EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,436,056BOYAmt
EOY$8,136,059EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$113,092ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$72,596NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$14,565PriorPeriodAdjustmentsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,128,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,164,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,070,144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,412,331CurrentTaxYearMinus1YearAmt
Current Tax Year$1,416,055CurrentTaxYearAmt
Total$8,192,081TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,128,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,164,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,070,144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,412,331CurrentTaxYearMinus1YearAmt
Current Tax Year$1,416,055CurrentTaxYearAmt
Total$8,192,081TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,160,392SubstantialContributorsTotAmt
Public Support Total170$7,031,689PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,773CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,233CurrentTaxYearMinus1YearAmt
Current Tax Year$101,327CurrentTaxYearAmt
Total$230,107TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,321CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$335CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,056CurrentTaxYearMinus1YearAmt
Current Tax Year$4,144CurrentTaxYearAmt
Total$47,780TotalAmt
FieldValueIRS element (for citing)
Total Support$8,469,968TotalSupportAmt
Gross Receipts Rltd Activities$2,546,494GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83020PublicSupportCY170Pct
Public Support PY1700.89890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING EVENTS 47,780ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$22,267DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$22,145DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$428,669DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$550,527BeginningYearBalanceAmt
Contributions$2,191ContributionsAmt
Investment Earnings Or Losses$67,552InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,423GrantsOrScholarshipsAmt
End Year Balance$601,847EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$511,829BeginningYearBalanceAmt
Contributions$5,546ContributionsAmt
Investment Earnings Or Losses$32,965InvestmentEarningsOrLossesAmt
End Year Balance$550,340EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$457,932BeginningYearBalanceAmt
Contributions$3,834ContributionsAmt
Investment Earnings Or Losses$71,081InvestmentEarningsOrLossesAmt
Other Expenditures$21,018OtherExpendituresAmt
End Year Balance$511,829EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$502,862BeginningYearBalanceAmt
Investment Earnings Or Losses-$23,398InvestmentEarningsOrLossesAmt
Other Expenditures$21,532OtherExpendituresAmt
End Year Balance$457,932EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$463,151BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$61,869InvestmentEarningsOrLossesAmt
Other Expenditures$22,658OtherExpendituresAmt
End Year Balance$502,862EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.72000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,355,839OtherCostOrOtherBasisAmt
Book Value$2,355,839BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,227,202OtherCostOrOtherBasisAmt
Depreciation$1,116,108DepreciationAmt
Book Value$2,111,094BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,375,066OtherCostOrOtherBasisAmt
Depreciation$274,608DepreciationAmt
Book Value$1,100,458BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$169,321OtherCostOrOtherBasisAmt
Depreciation$100,306DepreciationAmt
Book Value$69,015BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,213OtherCostOrOtherBasisAmt
Depreciation$18,500DepreciationAmt
Book Value$45,713BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,682,119TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$1,319,730BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,319,730TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASE PAYABLEDesc
Amt$4,748Amt
FieldValueIRS element (for citing)
Total Liability$4,748TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,344,937TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$72,596NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$53,987DonatedServicesAndUseFcltsAmt
Other Revenue$7,261OtherRevenueAmt
Revenue Not Reported$133,844RevenueNotReportedAmt
Revenue Subtotal$2,211,093RevenueSubtotalAmt
Total Revenue Per Form990$2,211,093TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,385,433TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$53,987DonatedServicesUseFcltsAmt
Other Expenses Included$7,261OtherExpensesIncludedAmt
Expenses Not Reported$61,248ExpensesNotReportedAmt
Expenses Subtotal$2,324,185ExpensesSubtotalAmt
Total Expenses Per Form990$2,324,185TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSE 7,261
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSE 7,261

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SHINE THE LIGHTEvent1Nm
Gross Receipts Event1$127,133GrossReceiptsEvent1Amt
Charitable Contri Event1$127,133CharitableContriEvent1Amt
Other Direct Expenses Event1$7,261OtherDirectExpensesEvent1Amt
Gross Receipts Total$127,133GrossReceiptsTotalAmt
Charitable Contributions Tot$127,133CharitableContributionsTotAmt
Oth Direct Expnss Total Events$7,261OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,261DirectExpenseSummaryEventsAmt
Net Income Summary-$7,261NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY100041010131624240501(C)$10,000NATIONAL SUPPORT
BBYO
800 EIGHTH STREET NWWASHINGTONDC20001311794932501C3$7,500SUPPORT
BETH MEYER SYNAGOGUE
504 NEWTON ROADRALEIGHNC27615561416767501C3$7,245SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPRIOR TO ISSUING GRANT FUNDS, WE REVIEW THE PROPOSED BUDGET AS TO WHERE THE FUNDS WILL BE ALLOCATED. FOR THE JFNA GRANT, AFTER THE FUNDS HAVE BEEN RELEASED, AN ANNUAL REPORT IS THEN ISSUED AND A SUBSEQUENT REVIEW TO CONFIRM PROPER ALLOCATION IS THEN COMPLETED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPHIL BRODSKYPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$147,917BaseCompensationFilingOrgAmt
Nontaxable Benefits Filing Org$11,732NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$159,649TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.
FORM 990, PAGE 2, PART III, LINE 4DJEWISH COMMUNITY FOUNDATION; JEWISH COMMUNITY RELATIONS COUNCIL; COMMUNICATIONS; COMMUNITY ENGAGEMENT AND FACILITIES IN SUPPORT OF JEWISH CHARITIES.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD PRESIDENT, BOARD TREASURER AND DIRECTOR OF OPERATIONS REVIEW TAX RETURNS PRIOR TO SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 12CANNUAL REVIEW IS COMPLETED BY DEDICATED INDIVIDUAL TO MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE GOALS, ACHIEVEMENTS, AND COMPENSATION OF THE CEO ALONG WITH THE BUDGET/FINANCE COMMITTEE AND COMPARE TO SURVEY DATA FROM JFNA.
FORM 990, PAGE 6, PART VI, LINE 15BTHE CEO AND BUDGET COMMITTEE REVIEW ALL SALARIES PRIOR TO THE APPROVAL BY THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 19ANNUAL REPORT IS AVAILABLE ONLINE AND 990 FORM IS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9FUNDRAISING EXPENSE 7,261 FUNDRAISING EXPENSE -7,261
FORM 990, PART XIIAS OF THE DATE OF FILING THIS RETURN, THE ANNUAL FINANCIAL STATEMENT AUDIT OF THE ORGANIZATION IS IN PROCESS.

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