JEWISH FEDERATION OF PALM BEACH COUNTY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF PALM BEACH COUNTY INC (EIN 59-0948696)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-11
IRS object ID
202311019349300611
Schema version
2021v4.2
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)
Return2023-04-11T09:27:57-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN590948696EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF PALM BEACH COUNTYBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% KATHY SIGALL CFOInCareOfNm
Business Name ControlJEWIBusinessNameControlTxt
Phone5614780700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 HARVARD CIRCLE Suite 100AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33409ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY SIGALLPersonNm
Person TitleCFOPersonTitleTxt
Phone5614780700PhoneNum
Signature2023-04-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHYPersonFirstNm
Person LastSIGALLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHY SIGALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 HARVARD CIRCLE 100AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33409ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$42,594,802GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jewishpb.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1962FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO STRENGTHEN JEWISH IDENTITY, ENERGIZE THE RELATIONSHIP WITH ISRAEL AND MEETING HUMAN NEEDS THAT ARE UNIQUELY THE OBLIGATION OF THE JEWISH COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body60VotingMembersGoverningBodyCnt
Voting Members Independent59VotingMembersIndependentCnt
Total Employee112TotalEmployeeCnt
Total Volunteers2000TotalVolunteersCnt
Total Gross UBI-$440,680TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,829,153PYContributionsGrantsAmt
CY Contributions Grants$27,510,361CYContributionsGrantsAmt
PY Program Service Revenue$470,729PYProgramServiceRevenueAmt
CY Program Service Revenue$505,277CYProgramServiceRevenueAmt
PY Investment Income$5,538,696PYInvestmentIncomeAmt
CY Investment Income$2,851,918CYInvestmentIncomeAmt
PY Other Revenue$1,157,427PYOtherRevenueAmt
CY Other Revenue$191,290CYOtherRevenueAmt
PY Total Revenue$40,996,005PYTotalRevenueAmt
CY Total Revenue$31,058,846CYTotalRevenueAmt
PY Grants And Similar Paid$25,488,390PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,927,170CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,655,078PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,105,505CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,823,492CYTotalFundraisingExpenseAmt
PY Other Expenses$4,056,749PYOtherExpensesAmt
CY Other Expenses$4,544,972CYOtherExpensesAmt
PY Total Expenses$37,200,217PYTotalExpensesAmt
CY Total Expenses$31,577,647CYTotalExpensesAmt
PY Revenues Less Expenses$3,795,788PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$518,801CYRevenuesLessExpensesAmt
Total Assets BOY$188,649,798TotalAssetsBOYAmt
Total Assets EOY$173,351,339TotalAssetsEOYAmt
Total Liabilities BOY$40,746,730TotalLiabilitiesBOYAmt
Total Liabilities EOY$41,769,915TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$147,903,068NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$131,581,424NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH FEDERATION OF PALM BEACH COUNTY IS THE COMMUNITY-BUILDING ORGANIZATION OF THE JEWISH COMMUNITY. OUR MISSION IS TO STRENGTHEN JEWISH IDENTITY, ENERGIZE THE RELATIONSHIP WITH ISRAEL AND MEETING HUMAN NEEDS THAT ARE UNIQUELY THE OBLIGATION OF THE JEWISH COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,807,736ExpenseAmt
Grant$0GrantAmt
Revenue$505,277RevenueAmt
DescFEDERATION OPERATING PROGRAMS - THE JEWISH FEDERATION OF PALM BEACH RUNS PROGRAMMING TO EDUCATE THE COMMUNITY ON A VARIETY OF CAUSES. PROGRAMMING IS CONTINUOUSLY EVOLVING BASED ON THE PRESSING NEEDS OR OPPORTUNITIES THAT ARISE. INCLUDED IN SUCH PROGRAMMING IS MOSAIC, WHICH PRODUCES A TELEVISION SHOW HIGHLIGHTING LOCAL, NATIONAL AND INTERNATIONAL JEWISH ISSUES AND THEIR IMPACT ON THE LOCAL JEWISH COMMUNITY. IN ADDITION, THE FEDERATION DEVELOPS MISSIONS TO PROVIDE CONTENT RICH TRAVEL EXPERIENCES THAT HIGHLIGHT THE BREATH AND DEPTH OF THE PROJECTS AND PROGRAMS THAT THE FEDERATION SUPPORTS IN ISRAEL AND OVERSEAS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,692,369ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescJEWISH COMMUNITY ENGAGEMENT - ENGAGING OPPORTUNITIES TO ENGAGE THE COMMUNITY IN JEWISH LEARNING AND VOLUNTEERING THROUGH THE FRIEDMAN COMMISSION FOR JEWISH EDUCATION AND THE JEWISH VOLUNTEER CENTER. PROGRAMMING INCLUDES COMMUNITY VOLUNTEER OPPORTUNITIES, PJ LIBRARY, THE FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING, JEWISH TEEN INITIATIVE AND SPECIAL NEEDS PROGRAMMING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,348,288ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCOMMUNITY PROGRAM CENTER - THE JEWISH FEDERATION OF PALM BEACH HAS IN-HOUSE PROGRAMS SERVICING THE PALM BEACH JEWISH COMMUNITIES MOST PRESSING NEEDS. PROGRAMMING INCLUDES: (1) JEWISH COMMUNITY RELATIONS COUNCIL, WHICH PROMISES A SECURE JEWISH COMMUNITY, LOCALLY AND OVERSEAS; COMBATS ANTISEMITISM, DISCRIMINATION AND BIGOTRY; AND CHAMPIONS A JUST AND PLURALISTIC SOCIETY (2) MANDEL CENTER FOR LEADERSHIP DEVELOPMENT, WHICH DEVELOPS STRONG COMMUNITIES THROUGH INVESTING IN PEOPLE (PROFESSIONALS AND LAY LEADERSHIP) AND (3) CAREER CONNECTIONS AND RESOURCES, WHICH ASSISTS LOCAL RESIDENTS WITH CAREER COUNSELING AND JOB-SEEKING SUPPORT.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$19,989,032TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$18,927,170TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$24,837,425TotalProgramServiceExpensesAmt
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 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
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 OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document54IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee112EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
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 Members60GoverningBodyVotingMembersCnt
Independent Voting Member59IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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 BodyYes (true)Form990ProvidedToGvrnBodyInd
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
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATHY SIGALL CFOPersonNm
Phone5614780700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 HARVARD CIRCLEAddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33409ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Michael Hoffman
Chief Executive Officer51.04.0Yes (X)$356,772$0$49,324
Matthew Kernkraut
Chief Development Officer43.02.0$291,490$0$46,430Yes (X)
Kathy Sigall
Chief Financial Officer43.02.0Yes (X)$220,127$0$18,423
Mindy Hanken
Chief Program Officer43.02.0$197,330$0$24,229Yes (X)
Lisbeth Rock THRU 1221
Executive Director, JCF43.02.0$188,986$0$28,859Yes (X)
Sarah Rogers
Sr. VP, Development43.02.0$158,389$0$27,367Yes (X)
Rachel Berg
VP, Women's Philanthropy43.02.0$142,210$0$34,809Yes (X)
Hope Levin
Vice President, Development43.02.0$152,695$0$20,601Yes (X)
Jeff Trynz
Sr. VP, External Affairs43.02.0$147,616$0$13,024Yes (X)
Hope Silverman
Board Chair10.04.0Yes (X)$0$0$0Yes (X)
Susan Shulman Pertnoy
Board Chair Elect2.00.0$0$0$0Yes (X)
Charles Gottesman
Vice Chair2.00.0Yes (X)$0$0$0Yes (X)
Mark Levy
Vice Chair2.00.0Yes (X)$0$0$0Yes (X)
Ronald Pertnoy
Vice Chair2.00.0Yes (X)$0$0$0Yes (X)
Lynn Peseckis
Vice Chair2.00.0Yes (X)$0$0$0Yes (X)
Robert Gordon
Treasurer2.04.0Yes (X)$0$0$0Yes (X)
Arthur Loring
Secretary2.00.0Yes (X)$0$0$0Yes (X)
Ira Gerstein
Immediate Past Board Chair2.00.0$0$0$0Yes (X)
Brian Seymour
Annual Campaign Chair2.00.0$0$0$0Yes (X)
Sydelle Sonkin
Women's Philanthropy chair2.00.0$0$0$0Yes (X)
Ronda Starr
Women's Philanthropy Campaign2.00.0$0$0$0Yes (X)
Beryl Simonson
AMFOC Chair2.00.0$0$0$0Yes (X)
Steven Ellison
Community, Strategy Chair2.00.0$0$0$0Yes (X)
Lynn Kaston
Human Resources Chair2.00.0$0$0$0Yes (X)
Arthur Lehroff
Israel & Overseas Chair2.00.0$0$0$0Yes (X)
Joel Yudenfreund
Jewish Community Fndn, Chair2.00.0$0$0$0Yes (X)
Debra Shapiro
Member at Large2.00.0$0$0$0Yes (X)
Richard Baer
Board of Director2.00.0$0$0$0Yes (X)
Sanford Baklor from 721
Board of Director2.00.0$0$0$0Yes (X)
Jim Baldinger
Board of Director2.00.0$0$0$0Yes (X)
Nancy Beren from 721
Board of Director2.00.0$0$0$0Yes (X)
Robert Beren from 721
Board of Director2.00.0$0$0$0Yes (X)
Barry Berg from 721
Board of Director2.00.0$0$0$0Yes (X)
Sandra Bornstein
Board of Director2.00.0$0$0$0Yes (X)
Jonathan Chane
Board of Director2.00.0$0$0$0Yes (X)
Richard Comiter
Board of Director2.00.0$0$0$0Yes (X)
Pam Comiter
Board of Director2.00.0$0$0$0Yes (X)
Harold Danenberg
Board of Director2.00.0$0$0$0Yes (X)
Sheryl Davidoff
Board of Director2.00.0$0$0$0Yes (X)
Sheila Engelstein from 721
Board of Director2.00.0$0$0$0Yes (X)
Juliana Gendelman
Board of Director2.00.0$0$0$0Yes (X)
Ray Golden
Board of Director2.00.0$0$0$0Yes (X)
Alan Haspel
Board of Director2.00.0$0$0$0Yes (X)
Scott Holtz from 721
Board of Director2.00.0$0$0$0Yes (X)
Stanley Jacobson from 721
Board of Director2.00.0$0$0$0Yes (X)
Herbert Javer
Board of Director2.00.0$0$0$0Yes (X)
Yaron Kapitulnik
Board of Director2.00.0$0$0$0Yes (X)
Arlene Kaufman from 721
Board of Director2.00.0$0$0$0Yes (X)
Brian Lemelman
Board of Director2.00.0$0$0$0Yes (X)
Roslyn Leopold from 721
Board of Director2.00.0$0$0$0Yes (X)
Irwin Levy from 721
Board of Director2.00.0$0$0$0Yes (X)
Judith Levy from 721
Board of Director2.00.0$0$0$0Yes (X)
Vivian Lieberman
Board of Director2.00.0$0$0$0Yes (X)
Sam Liebovich
Board of Director2.00.0$0$0$0Yes (X)
Karen List
Board of Director2.00.0$0$0$0Yes (X)
Zelda Mason from 721
Board of Director2.00.0$0$0$0Yes (X)
Robert Naftaly
Board of Director2.00.0$0$0$0Yes (X)
Ron Pertnoy from 721
Board of Director2.00.0$0$0$0Yes (X)
Cindy Schlossberg
Board of Director2.00.0$0$0$0Yes (X)
Lisa Schreier from 721
Board of Director2.00.0$0$0$0Yes (X)
Kevin Shapiro
Board of Director2.00.0$0$0$0Yes (X)
Betsy Sheerr from 721
Board of Director2.00.0$0$0$0Yes (X)
Alan Shulman from 721
Board of Director2.00.0$0$0$0Yes (X)
Carole Solomon
Board of Director2.00.0$0$0$0Yes (X)
Warren Spector
Board of Director2.00.0$0$0$0Yes (X)
Terri Sriberg from 721
Board of Director2.00.0$0$0$0Yes (X)
Amy Terwilleger from 721
Board of Director2.00.0$0$0$0Yes (X)
Beth Wayne
Board of Director2.00.0$0$0$0Yes (X)
Penni Weinberg
Board of Director2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,855,615TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$263,066TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K14IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Sunstates Security LLC
801 Corporate Center Drive Suite 3RALEIGHNC27607Security$558,342
PC Connections Sales Corporation
PO Box 536472PITTSBURGHPA12523INFORMATION TECH.$159,693
Commercial Landscape Professionals
1579 Wild Fern DriveFLEMING ISLANDFL32003Landscaping$134,792
United Talent Agency LLC
888 7th Avenue Suite 022NEW YORKNY10106EVENT SPEAKER AGENCY$132,269
Fisher Contracting Corp
748 N US Highway OneTEQUESTAFL33469CONSTRUCTION$129,993
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Federated Campaigns$18,216,268FederatedCampaignsAmt
All Other Contributions$9,294,093AllOtherContributionsAmt
Noncash Contributions$3,219,128NoncashContributionsAmt
Total Contributions$27,510,361TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescDESIIGNATED PROGRAM REVENUEDesc
Business900099BusinessCd
Total Revenue Column$505,277TotalRevenueColumnAmt
Related Or Exempt Func Income$505,277RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$505,277TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,059,944TotalRevenueColumnAmt
Unrelated Business Revenue-$440,680UnrelatedBusinessRevenueAmt
Exclusion$1,500,624ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,327,930SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,535,956SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,791,974SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,791,974TotalRevenueColumnAmt
Exclusion$1,791,974ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$191,290TotalRevenueColumnAmt
Exclusion$191,290ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$191,290OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,058,846TotalRevenueColumnAmt
Related Or Exempt Func Income$505,277RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$440,680UnrelatedBusinessRevenueAmt
Exclusion$3,483,888ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$18,927,170TotalAmt
Program Services$18,927,170ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,159,370TotalAmt
Program Services$321,242ProgramServicesAmt
Management And General$228,900ManagementAndGeneralAmt
Fundraising$609,228FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,543,364TotalAmt
Program Services$2,702,211ProgramServicesAmt
Management And General$998,595ManagementAndGeneralAmt
Fundraising$1,842,558FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$461,115TotalAmt
Program Services$207,502ProgramServicesAmt
Management And General$92,223ManagementAndGeneralAmt
Fundraising$161,390FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$465,294TotalAmt
Program Services$209,382ProgramServicesAmt
Management And General$93,059ManagementAndGeneralAmt
Fundraising$162,853FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$476,362TotalAmt
Program Services$214,363ProgramServicesAmt
Management And General$95,272ManagementAndGeneralAmt
Fundraising$166,727FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,642TotalAmt
Program Services$6,329ProgramServicesAmt
Management And General$2,499ManagementAndGeneralAmt
Fundraising$3,814FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$49,380TotalAmt
Management And General$49,380ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$97,609TotalAmt
Management And General$97,609ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$211,459TotalAmt
Program Services$211,459ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$332,318TotalAmt
Program Services$108,418ProgramServicesAmt
Management And General$77,993ManagementAndGeneralAmt
Fundraising$145,907FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,977TotalAmt
Program Services$904ProgramServicesAmt
Management And General$5,073ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$22,389TotalAmt
Program Services$9,087ProgramServicesAmt
Management And General$10,606ManagementAndGeneralAmt
Fundraising$2,696FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,189,522TotalAmt
Program Services$719,717ProgramServicesAmt
Management And General$109,029ManagementAndGeneralAmt
Fundraising$360,776FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$174,655TotalAmt
Program Services$139,819ProgramServicesAmt
Management And General$34,836ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,022,544TotalAmt
Program Services$723,824ProgramServicesAmt
Management And General$142,617ManagementAndGeneralAmt
Fundraising$156,103FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$48,115TotalAmt
Management And General$48,115ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
BAD DEBT EXPENSE$642,425$642,425
Repairs and Maintenance$263,182$66,192$120,953$76,037
Miscellaneous$472,755$122,307$215,045$135,403

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$31,577,647TotalAmt
Program Services$24,837,425ProgramServicesAmt
Management And General$2,916,730ManagementAndGeneralAmt
Fundraising$3,823,492FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$14,306EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,833,643BOYAmt
EOY$7,163,023EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,051,187BOYAmt
EOY$10,319,537EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,009,909BOYAmt
EOY$3,291,436EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$69,039BOYAmt
EOY$58,579EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,394,567BOYAmt
EOY$5,359,568EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$283,351BOYAmt
EOY$268,226EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$35,252,190LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,697,179LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$28,404,124BOYAmt
EOY$27,555,011EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,130,882BOYAmt
EOY$33,290,197EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$92,104,334BOYAmt
EOY$85,657,134EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$368,762BOYAmt
EOY$374,322EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$188,649,798BOYAmt
EOY$173,351,339EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$752,366BOYAmt
EOY$732,643EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,100,000BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,470BOYAmt
EOY$208,285EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$11,842,105BOYAmt
EOY$11,315,790EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,826,596BOYAmt
EOY$2,826,596EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,220,193BOYAmt
EOY$26,686,601EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,746,730BOYAmt
EOY$41,769,915EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,535,512BOYAmt
EOY$77,948,489EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$60,367,556BOYAmt
EOY$53,632,935EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$147,903,068BOYAmt
EOY$131,581,424EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$188,649,798BOYAmt
EOY$173,351,339EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$518,801ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$15,802,843NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
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$21,006,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,375,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,412,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,829,153CurrentTaxYearMinus1YearAmt
Current Tax Year$27,510,361CurrentTaxYearAmt
Total$130,133,529TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,006,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,375,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,412,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,829,153CurrentTaxYearMinus1YearAmt
Current Tax Year$27,510,361CurrentTaxYearAmt
Total$130,133,529TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,270,262SubstantialContributorsTotAmt
Public Support Total170$124,863,267PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,180,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,281,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,911,194CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,180,080CurrentTaxYearMinus1YearAmt
Current Tax Year$1,500,624CurrentTaxYearAmt
Total$10,053,542TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$106,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$271,156CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$215,187CurrentTaxYearMinus2YearsAmt
Total-$593,235TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,478,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,800,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,412,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,157,427CurrentTaxYearMinus1YearAmt
Current Tax Year$191,290CurrentTaxYearAmt
Total$9,039,692TotalAmt
FieldValueIRS element (for citing)
Total Support$148,633,528TotalSupportAmt
Gross Receipts Rltd Activities$3,479,199GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84008PublicSupportCY170Pct
Public Support PY1700.75650PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 Held102DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$7,382,485DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$5,952,118DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$19,379,503DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$73,224,574BeginningYearBalanceAmt
Contributions$1,464,632ContributionsAmt
Investment Earnings Or Losses-$8,361,402InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,279,941GrantsOrScholarshipsAmt
Administrative Expenses$259,487AdministrativeExpensesAmt
End Year Balance$62,788,376EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,130,485BeginningYearBalanceAmt
Contributions$4,960,804ContributionsAmt
Investment Earnings Or Losses$17,166,472InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,800,468GrantsOrScholarshipsAmt
Administrative Expenses$232,719AdministrativeExpensesAmt
End Year Balance$73,224,574EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,873,681BeginningYearBalanceAmt
Contributions$1,937,629ContributionsAmt
Investment Earnings Or Losses$1,434,353InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,906,196GrantsOrScholarshipsAmt
Administrative Expenses$208,982AdministrativeExpensesAmt
End Year Balance$54,130,485EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,088,667BeginningYearBalanceAmt
Contributions$2,427,551ContributionsAmt
Investment Earnings Or Losses$2,504,496InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,940,280GrantsOrScholarshipsAmt
Administrative Expenses$206,753AdministrativeExpensesAmt
End Year Balance$53,873,681EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,563,237BeginningYearBalanceAmt
Contributions$1,385,214ContributionsAmt
Investment Earnings Or Losses$4,160,774InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,820,721GrantsOrScholarshipsAmt
Administrative Expenses$199,837AdministrativeExpensesAmt
End Year Balance$52,088,667EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30480BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.60670PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.08850TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,827,000OtherCostOrOtherBasisAmt
Book Value$5,827,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$25,067,690OtherCostOrOtherBasisAmt
Depreciation$5,899,801DepreciationAmt
Book Value$19,167,889BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,357,500OtherCostOrOtherBasisAmt
Depreciation$1,797,378DepreciationAmt
Book Value$2,560,122BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$27,555,011TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BOND MUTUAL FUNDS$11,362,728F
EQUITY MUTUAL FUNDS$44,493,089F
PRIVATE EQUITY$15,920,498F
MULTI-ASSET/OPPORTUNISTIC$8,355,473F
STATE OF ISRAEL BONDS$250,000F
REAL ASSET FUNDS$5,275,346F
FieldValueIRS element (for citing)
Total Book Value Securities$85,657,134TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
ALLOCATIONS PAYABLE - JFNA$4,204,499
ALLOCATIONS PAYABLE - OTHER$3,800,166
DESIGNATED GIFTS PAYABLE$766,396
SPLIT INTEREST AGREEMENTS$1,916,389
CAPITAL LEASE PAYABLE$29,578
OBLIGATIONS TO AFFILIATED AGENCIES HELD IN TRUST$10,919,952
DUE TO PALM BEACH JEWISH COMMUNITY$5,049,621
FieldValueIRS element (for citing)
Total Liability$26,686,601TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE FOR LONG-TERM GROWTH OF PRINCIPAL AND INCOME WITHIN REASONABLE RISK TOLERANCES ENABLING THE ORGANIZATION TO MAKE GRANTS TO VARIOUS FUNDS HELD FOR SUPPORTED ORGANIZATIONS ON A CONTINUING AND CONSISTENT BASIS.
PART X, LINE 2:THE FEDERATION RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NON-INTEREST EXPENSE, RESPECTIVELY. THE FEDERATION DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FEDERATION DID NOT INCUR ANY TAX EXPENSES DURING THE YEAR ENDED JUNE 30, 2022. THE U.S. FEDERAL JURISDICTION AND FLORIDA ARE THE MAJOR TAX JURISDICTIONS WHERE THE FEDERATION FILES INCOME TAX RETURNS. ADDITIONALLY, THE FEDERATION HAS FILED IRS FORM 990 TAX RETURNS, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE IT IS REQUIRED. THE FEDERATION IS SUBJECT TO ROUTINE AUDITS BY A TAXING AUTHORITY. AS OF JUNE 30, 2022, THE FEDERATION WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (122 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Alliance for Middle East Peace Inc
1725 I St NW Ste 300WashingtonDC20006205879279501(c)(3)$10,000GENERAL SUPPORT
American Committee for the Weizmann Inst
5900 N AndrewsFt LauderdaleFL33309131623886501(c)(3)$10,000GENERAL SUPPORT
American Friends of Beth Hatefutsoth
633 Third Ave 21st FlNew YorkNY11017132928469501(c)(3)$61,000GENERAL SUPPORT
American Friends of Magen David Adom
4371 NorthlakePalm Beach GardensFL33410131790719501(c)(3)$21,780GENERAL SUPPORT
American Friends of Sheba Medical Center
575 Madison AvenueNew YorkNY10022133733541501(c)(3)$50,000GENERAL SUPPORT
American Friends of the Israel Democracy
3282 Northside PkwyAtlantaGA30327133348313501(c)(3)$50,000GENERAL SUPPORT
American Friends of the Israel Museum
545 5th AveSte 920New YorkNY10017237182582501(c)(3)$75,000GENERAL SUPPORT
American Friends of the Israel Philharmonic Orches
122 E 42nd St 4507New YorkNY10168237183563501(c)(3)$10,000GENERAL SUPPORT
American Friends of the Peres Institute
1800 N BAYSHOREMIAMIFL33132133940178501(c)(3)$140,000GENERAL SUPPORT
American Friends of Yahad-In Unum Inc
25 W 45th St Ste 701New YorkNY10036263468570501(c)(3)$10,000GENERAL SUPPORT
American Jewish Committee
165 East 56th St 3rd FlNew YorkNY10022135563393501(c)(3)$7,150GENERAL SUPPORT
American Jewish Joint Distribution Committee Inc
220 E 42nd St Ste 400New YorkNY10017131656634501(c)(3)$365,542GENERAL SUPPORT
American Jewish World Service Inc
45 West 36th StNew YorkNY100187904222584370501(c)(3)$5,100GENERAL SUPPORT
AmeriCares Foundation Inc
88 Hamilton AvenueStamfordCT06902061008595501(c)(3)$10,000GENERAL SUPPORT
Anti-Defamation League
5295 Town Ctr RdBoca RatonFL33486131818723501(c)(3)$156,250GENERAL SUPPORT
Arthur I Meyer Jewish Academy Inc
5225 Hood RoadPalm Beach GardensFL33418591491258501(c)(3)$738,603GENERAL SUPPORT
Artis Contemporary Israeli Art Fund Inc
PO Box 1536New YorkNY10276264184988501(c)(3)$10,000GENERAL SUPPORT
Baltimore Museum of Industry
1415 Key HighwayBaltimoreMD21230521205675501(c)(3)$10,000GENERAL SUPPORT
Birthright Israel Foundation
500 S AustralianWest Palm BeachFL33401134092050501(c)(3)$516,515GENERAL SUPPORT
Brandeis University
415 South St MS 126WalthamMA02453042103552501(c)(3)$50,000GENERAL SUPPORT
CARE
151 Ellis Street NEAtlantaGA30303131685039501(c)(3)$10,000GENERAL SUPPORT
Central Synagogue
123 E 55TH StreetNew YorkNY100223502131628161501(c)(3)$15,600GENERAL SUPPORT
Chabad Jewish Center of Martin & St Lucie County
2809 SW Sunset TrailPalm CityFL34990650896121501(c)(3)$51,000GENERAL SUPPORT
Children's Golf Foundation Inc
7301 Haverhill RdRiviera BeachFL33407650262208501(c)(3)$5,250GENERAL SUPPORT
City Year Inc
606 South Olive StLos AngelesCA90014222882549501(c)(3)$10,600GENERAL SUPPORT
Comfort Food of Washington County
PO Box 86GreenwichNY12834464583890501(c)(3)$5,500GENERAL SUPPORT
Community Chest of Port Washington Inc
382 Main StreetPort WashingtonNY11050111614994501(c)(3)$7,500GENERAL SUPPORT
Cradles to Crayons Inc
281 Newtonville AveNewtonMA024602013043584367501(c)(3)$10,000GENERAL SUPPORT
DIA Center for the Arts Inc
535 W 22nd St Fl 4New YorkNY10011237397946501(c)(3)$25,000GENERAL SUPPORT
Direct Relief
6100 WallaceSanta BarbaraCA93117951831116501(c)(3)$162,631GENERAL SUPPORT
Doctors Without Borders USA Inc
PO Box 5030HagerstownMD21741133433452501(c)(3)$10,100GENERAL SUPPORT
Feeding South Florida
4925 Park RidgeBoynton BeachFL33426592097520501(c)(3)$5,100GENERAL SUPPORT
Focusing Philanthropy Inc
1637 16th StSanta MonicaCA90404452405071501(c)(3)$30,000GENERAL SUPPORT
Foundation for the Defense of Democracies
PO Box 33249WashingtonDC20033134174402501(c)(3)$16,000GENERAL SUPPORT
Friends of Bezalel Academy of Arts & Design Inc
79 MADISON AVENEW YORKNY100167802132952614501(c)(3)$50,000GENERAL SUPPORT
Friends of ELNET
5215 OLD ORCHARD RDSKOKIEIL600771094452212393501(c)(3)$86,000GENERAL SUPPORT
Friends of Ethiopian Jews Inc
PO Box 960059BostonMA021960059061512486501(c)(3)$50,000GENERAL SUPPORT
Gift of Life Marrow Registry
5901 Broken SoundBoca RatonFL33487223131232501(c)(3)$35,000GENERAL SUPPORT
GlobalGiving Foundation
1 Thomas Circle NWWashingtonDC20005300108263501(c)(3)$10,000GENERAL SUPPORT
Harold Grinspoon Foundation
67 Hunt St Ste 100AgawamMA10001046685725501(c)(3)$35,000GENERAL SUPPORT
Hasbara Fellowships
228 Park Ave S 94319New YorkNY10003201651102501(c)(3)$7,200GENERAL SUPPORT
Hebrew Immigrant Aid Society Inc
1300 Spring StSilver SpringMD20910135633307501(c)(3)$12,110GENERAL SUPPORT
Hillel Foundation for Jewish Campus Life
800 8th St NWWashingtonDC20001521844823501(c)(3)$166,850GENERAL SUPPORT
Hillel of Broward & Palm Beach
777 Glades Rd blgdBoca RatonFL33431562472825501(c)(3)$48,818GENERAL SUPPORT
ICAHN School of Medicine at Mount Sinai
office developmentNew YorkNY100299988136171197501(c)(3)$105,000GENERAL SUPPORT
International Planned Parenthood Federation
125 Maiden LnNew YorkNY100385063131845455501(c)(3)$10,000GENERAL SUPPORT
Israel Emergency Alliance
PO Box 811355Boca RatonFL33481010566033501(c)(3)$11,500GENERAL SUPPORT
Israel Guide Dog Center For The Blind
968 Easton Rd Ste HWarringtonPA18976232519029501(c)(3)$12,978GENERAL SUPPORT
Israel Policy Forum
355 Lexington AveNew YorkNY10017900653286501(c)(3)$100,000GENERAL SUPPORT
Israel Tennis Centers Foundation
3275 W HillsboroDeerfield BeachFL33442132961273501(c)(3)$18,180GENERAL SUPPORT
Javne Fund
767 5th Ave Ste 4200New YorkNY10153133852855501(c)(3)$10,000GENERAL SUPPORT
Jazz at Aspen Snowmass
110 East Hallam Suite 104AspenCO81611841220222501(c)(3)$8,900GENERAL SUPPORT
Jerusalem Foundation Inc
420 Lexington AveNew YorkNY10170132563745501(c)(3)$9,000GENERAL SUPPORT
Jewish Agency for Israel North America
633 Third Ave 32nd FlNew YorkNY10017230053483501(c)(3)$22,500GENERAL SUPPORT
Jewish Community Center of Metro Detroit
6600 W Maple RdWest BloomfieldMI48322381358397501(c)(3)$25,000GENERAL SUPPORT
Jewish Community Relations Council of NY
225 W 34TH STNEW YORKNY101221693132869041501(c)(3)$18,000GENERAL SUPPORT
Jewish Educational Loan Fund
4549 Chamblee RdDunwoodyGA30338580568686501(c)(3)$16,000GENERAL SUPPORT
Jewish Family & Children's SVC of PLM BCH
5841 CorPOWest Palm BeachFL334072039591520581501(c)(3)$1,332,922GENERAL SUPPORT
Jewish Federation of Greater Philadelphia
2100 Arch StreetPhiladelphiaPA19103231500085501(c)(3)$25,000GENERAL SUPPORT
Jewish Federations of North America
25 bdwy STe 1700New YorkNY100041010131624240501(c)(3)$5,705,720GENERAL SUPPORT
Jewish Funders Network
150 West 30th S Ste 900New YorkNY10001232742482501(c)(3)$60,000GENERAL SUPPORT
Jewish Residential and Family Services Inc
5841 Corp WayWest Palm BeachFL33407650737159501(c)(3)$111,511GENERAL SUPPORT
Jewish Women's Found of the Greater PLM BCH
2247 Palm BeachWest Palm BeachFL33409471611411501(c)(3)$20,500GENERAL SUPPORT
Judaism and Democracy Action Alliance of NA
6 Copper BeechWhite PlainsNY10605134072492501(c)(3)$50,000GENERAL SUPPORT
Jupiter Medical Center Foundation Inc
1210 South Old Dixie HwyJupiterFL33458650132406501(c)(3)$23,900GENERAL SUPPORT
Juvenile Diabetes Research Foundation Internationa
3369 Pine Ridge RdNaplesFL34109231907729501(c)(3)$5,500GENERAL SUPPORT
Kavod-Ensuring Dignity for Holocaust Survivors
820 S Monaco ParkwayDenverCO80224475495289501(c)(3)$69,500GENERAL SUPPORT
Kennedy Krieger Foundation Inc
707 N BroadwayBaltimoreMD21205521734695501(c)(3)$10,000GENERAL SUPPORT
Kramer Senior Services Agency Inc
4847 David MackWest Palm BeachFL33417900730105501(c)(3)$698,904GENERAL SUPPORT
Make-A-Wish Foundation of Georgia
1775 The Exchange SEAtlantaGA30339582146828501(c)(3)$20,000GENERAL SUPPORT
Mandel Jewish Community Center of the Palm Beaches
8500 Jog RoadBoynton BeachFL33472591582799501(c)(3)$1,846,580GENERAL SUPPORT
Manna Food Center Inc
PO Box 1196DurangoCO81302521289203501(c)(3)$30,000GENERAL SUPPORT
Migrant Kitchen Incorporated
4115 36th StLong Island CityNY11101850592518501(c)(3)$50,000GENERAL SUPPORT
Morgan Stanley Global Impact Funding Trust Inc
2000 Westchester AvePurchaseNY10577527082731501(c)(3)$111,613GENERAL SUPPORT
Morselife Foundation Inc
4847 David SMackWest Palm BeachFL33417592774476501(c)(3)$366,750GENERAL SUPPORT
Musicians on Call
PO Box 60187NashvilleTN37206134067116501(c)(3)$10,000GENERAL SUPPORT
National Abortion Federation
1090 Vermont AveWashingtonDC20005431097957501(c)(3)$7,500GENERAL SUPPORT
National Center for Hebrew Language
729 7th Ave 9th FlNew YorkNY10019264077251501(c)(3)$18,000GENERAL SUPPORT
National Immigration Law Center
3450 Wilshire BlvdLos AngelesCA90010954539765501(c)(3)$7,000GENERAL SUPPORT
National Museum of American Jewish History
101 SInd MallPhiladelphiaPA19106237379280501(c)(3)$29,000GENERAL SUPPORT
New Israel Fund
1400 NW 107th AveMiamiFL33172942607722501(c)(3)$13,500GENERAL SUPPORT
Norton Museum of Art
1450 S Dixie HwyWest Palm BeachFL33401590624432501(c)(3)$226,750GENERAL SUPPORT
Ohr Torah Stone Institutions of Israel
49 West 45th St Ste 701New YorkNY10036133275531501(c)(3)$150,000GENERAL SUPPORT
Opportunity Inc
4171 Westgate AveWest Palm BeachFL33409590624429501(c)(3)$10,000GENERAL SUPPORT
Ovarian Cancer Research Alliance
14 Pennsylvania PlazaNEW YORKNY10122133806788501(c)(3)$10,000GENERAL SUPPORT
PEF Israel Endowment Funds Inc
630 3rd Ave Ste 1501New YorkNY10017136104086501(c)(3)$176,000GENERAL SUPPORT
Palm Beach Civic Association
139 North County RdPalm BeachFL33480590542089501(c)(3)$10,250GENERAL SUPPORT
Palm Beach County Food Bank Inc
701 Boutwell RdLake WorthFL33461900788707501(c)(3)$5,400GENERAL SUPPORT
Palm Beach County Sheriff's Foundation
701 Boutwell RdWest Palm BeachFL33406272615023501(c)(3)$10,000GENERAL SUPPORT
Palm Beach Opera Inc
1800 S AustralianWest Palm BeachFL33409591060864501(c)(3)$91,500GENERAL SUPPORT
Palm Beach Orthodox Synagogue
120 N County RdPalm BeachFL33480650478910501(c)(3)$55,400GENERAL SUPPORT
Path to College Foundation Inc
POBox 487Lake Worth BeachFL334600487815228014501(c)(3)$6,000GENERAL SUPPORT
Planned Parenthood of South East and North Florida
2300 N Fl MangoWest Palm BeachFL33409591391115501(c)(3)$78,250GENERAL SUPPORT
Promise Fund of Florida Inc
340 Royal PWPalm BeachFL33480830535519501(c)(3)$15,000GENERAL SUPPORT
Raymond F Kravis Center for the Performing Arts
701O keechobeeWest Palm BeachFL33401592245054501(c)(3)$67,000GENERAL SUPPORT
Reut USA
21550 Oxnard StWoodland HillsCA91367203585888501(c)(3)$36,000GENERAL SUPPORT
Richard David Kann Melanoma Task Force Inc
2751 S Dixie HwyWest Palm BeachFL33405650653295501(c)(3)$9,750GENERAL SUPPORT
Schwab Charitable fund
PO Box 628298OrlandoFL32862311640316501(c)(3)$343,004GENERAL SUPPORT
Share Our Strength Inc
1030 15th St NWWashingtonDC20005521367538501(c)(3)$6,000GENERAL SUPPORT
Sibley Memorial Hospital Foundation
5255 Loughboro RdWashingtonDC200162633450562642501(c)(3)$10,000GENERAL SUPPORT
South Florida PBS
PO Box 610002MiamiFL332610002590737868501(c)(3)$15,200GENERAL SUPPORT
St Jude Children's Research Hospital
501 Saint Jude PlaceMemphisTN38105620646012501(c)(3)$5,985GENERAL SUPPORT
Temple Emanu-El of Palm Beach Inc
190 N County RdPalm BeachFL334803740591027143501(c)(3)$36,010GENERAL SUPPORT
Temple Judea of Palm Beach County Inc
4311 Hood RoadPalm Beach GardensFL33410592100649501(c)(3)$36,659GENERAL SUPPORT
Temple Micah
2829 WisconsinWashingtonDC200074702520845118501(c)(3)$11,000GENERAL SUPPORT
The Art Guild of Port Washington
200 Port WashingtonManhassetNY11030113532550501(c)(3)$10,000GENERAL SUPPORT
The Association of Israel's Decorative Arts
165 Township Line RdJenkintownPA19048300255276501(c)(3)$10,000GENERAL SUPPORT
The Breast Cancer Research Foundation Inc
28 West 44th St Ste609New YorkNY10036133727250501(c)(3)$51,250GENERAL SUPPORT
The Kind Kitchen of Palm Beach Inc
844 ProsperityNorth Palm BeachFL33408861377286501(c)(3)$14,100GENERAL SUPPORT
The Leukemia & Lymphoma Society Inc
3601 Eisenhower AveAlexandriaVA22304135644916501(c)(3)$26,000GENERAL SUPPORT
The Shabbat Project Inc
228 Park Ave SouthNew YorkNY10003464715368501(c)(3)$5,500GENERAL SUPPORT
The Society of the Four Arts Inc
100 Four Arts PlazaPalm BeachFL33480590454318501(c)(3)$45,000GENERAL SUPPORT
Thomas Jefferson University
125 S 9th StPhiladelphiaPA19107231352651501(c)(3)$17,500GENERAL SUPPORT
Town of Palm Beach United Way Inc
44 Cocoanut RowPalm BeachFL33480590637885501(c)(3)$66,800GENERAL SUPPORT
UJA Federation of New York
PO Box 4227New YorkNY10261510172429501(c)(3)$128,425GENERAL SUPPORT
Village Academies Inc
35 West 124th StNew YorkNY10027134186070501(c)(3)$20,000GENERAL SUPPORT
Washington Institute for Near East Policy
1111 19th St NWWashingtonDC20036521376034501(c)(3)$48,000GENERAL SUPPORT
World Central Kitchen Inc
200 Massachusetts AveWashingtonDC20001273521132501(c)(3)$107,000GENERAL SUPPORT
World Jewish Congress American Section Inc
501 Madison Ave 9th FlNew YorkNY10022131790756501(c)(3)$25,640GENERAL SUPPORT
Zecher Avrohom Inc
1715 51st StreetBrooklynNY11204263744888501(c)(3)$40,000GENERAL SUPPORT
PALM BEACH JEWISH COMMUNITY CAMPUS CORP
1 HARVARD CIRCLEwest palm beachFL33409650006250501(c)(3)$2,307,525general support
NORTH PALM BEACH COUNTY JEWISH COMM CAMPUS
1 HARVARD CIRCLEWEST PALM BEACHFL33409461245509501(C)(3)$144,587GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org122Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationWHEN FUNDS ARE GRANTED FOR A SPECIFIC PROJECT, THERE IS USUALLY A GRANT AGREEMENT OR LETTER OF DIRECTION WHICH INCLUDES REPORTING REQUIREMENTS. FOR GENERAL SUPPORT GRANTS, THERE ARE NO REPORTING REQUIREMENTS. THE TAX STATUS AND PUBLIC CHARITY CLASSIFICATION OF ALL GRANTEES IS VERIFIED. GRANTS FOR GENERAL ASSISTANCE IS MONITORED BY THE PLANNING AND ALLOCATIONS DEPARTMENT WHICH REQUIRES REPORTS AND FINANCIAL DATA INDICATING HOW FUNDS ARE UTILIZED. JEWISH FEDERATION OF PALM BEACH COUNTY, INC. REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCY, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) FILES A SEPARATE FORM 990 AND DETAILED SCHEDULE F.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
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 PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Michael Hoffman
Chief Executive Officer$321,707$0$26,065$0$9,000$0$24,234$0$25,090$0$406,096$0$0$0
Matthew Kernkraut
Chief Development Officer$278,801$0$0$0$12,689$0$21,566$0$24,864$0$337,920$0$0$0
Kathy Sigall
Chief Financial Officer$220,127$0$0$0$0$0$16,400$0$2,023$0$238,550$0$0$0
Mindy Hanken
Chief Program Officer$197,330$0$0$0$0$0$14,926$0$9,303$0$221,559$0$0$0
Lisbeth Rock THRU 1221
Executive Director, JCF$174,851$0$0$0$14,135$0$13,751$0$15,108$0$217,845$0$0$0
Sarah Rogers
Sr. VP, Development$146,299$0$0$0$12,090$0$12,052$0$15,315$0$185,756$0$0$0
Hope Levin
Vice President, Development$152,695$0$0$0$0$0$12,300$0$8,301$0$173,296$0$0$0
Jeff Trynz
Sr. VP, External Affairs$147,616$0$0$0$0$0$11,712$0$1,312$0$160,640$0$0$0
Rachel Berg
VP, Women's Philanthropy$130,158$0$0$0$12,052$0$10,986$0$23,823$0$177,019$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4A:LISBETH ROCK, Executive Director, JCF THRU DECEMBER OF 2021, RECEIVED SEVERANCE PAYMENTS TOTALING $14,135, WHICH IS INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 7:SCHEDULE J, PART II, COLUMN (B)(II) REPORTS PERFORMANCE BASED BONUSES THAT WERE DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonMICHAEL HOFFMANPersonNm
Relationship With OrgCEORelationshipWithOrgTxt
Loan PurposeSEE PART VLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$115,000OriginalPrincipalAmt
Balance Due$58,579BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$58,579TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJULIANA GENDELMANPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSEE PART VRelationshipDescriptionTxt
Transaction$267,285TransactionAmt
Transactionsee part vTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LOANS TO AND FROM INTERESTED PERSONS:MICHAEL HOFFMAN, CHIEF EXECUTIVE OFFICER, RECEIVED A LOAN FROM THE ORGANIZATION IN THE AMOUNT OF $115,000 TO PURCHASE A HOME DUE TO RELOCATION. THE BALANCE DUE ON THE LOAN IS $58,579.
PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:Federation purchases liability insurance from Bruce Gendelman Insurance Services, which is owned by Bruce Gendelman, Father of Board Member, Juliana Gendelman.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution101ContributionCnt
Noncash Contributions Rpt F990$3,144,128NoncashContributionsRptF990Amt
Method Of Determining Revenuesmarket quotationMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$75,000NoncashContributionsRptF990Amt
Method Of Determining Revenuesmarket quotationMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMERICAL DATA HERE REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III , LINE 4D:1) AGENCY SERVICES AND CAMPUS OPERATIONS - AGENCY SERVICES: THE AGENCY SERVICES PROGRAM PROVIDES SUPPORT FOR THE MANDEL JEWISH COMMUNITY CENTERS AND THE ARTHUR I. MEYER JEWISH ACADEMY. CAMPUS OPERATIONS - THE CAMPUS OPERATIONS MAINTAINS THE REAL ESTATE AND FACILITIES OWNED BY THE FEDERATION, WHICH INCLUDES LAND, BUILDING, AND SECURITY FOR THE MANDEL JCC AND THE ARTHUR I. MEYER JEWISH ACADEMY. EXPENSES: $1,061,863 GRANTS: $0. REVENUE: $0. 2) ALLOCATIONS AND DISTRIBUTIONS - PROVIDES FINANCIAL SUPPORT TO AGENCIES AND ORGANIZATIONS THAT SUPPORT JEWISH SOCIAL SERVICE, CULTURAL AND EDUCATIONAL PROGRAMS. WORKS WITH LOCAL AFFILIATED AGENCIES, NATIONAL AND REGIONAL ORGANIZATIONS TO IDENTIFY ANY SERVICES AND PROGRAMS REQUIRED FOR THE MAINTENANCE, GROWTH AND DEVELOPMENT OF THE JEWISH COMMUNITY OF THE GREATER PALM BEACHES. EXPENSES: $18,927,169. GRANTS: $16,475,058. REVENUE: $0.
FORM 990, PART VI, SECTION A, LINE 2:- BARRY BERG, BOARD OF DIRECTOR AND RACHEL BERG, VICE PRESIDENT, WOMEN'S PHILANTHROPY HAVE A FAMILY RELATIONSHIP. - BOARD OF DIRECTORS ALAN SHULMAN AND RONALD PERTNOY, AND SUSAN SHULMAN, BOARD CHAIR ELECT HAVE A FAMILY RELATIONSHIP. - BOARD OF DIRECTORS SANFORD BAKLOR AND ARLENE KAUFMAN HAVE A FAMILY RELATIONSHIP. - VICE CHAIRS MARK LEVY AND RONALD PERTNOY HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B:FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE. THERE IS A SECURE PORTAL ON THE FEDERATION WEBSITE AVAILABLE ONLY TO THE VOTING MEMBERS OF THE BOARD OF DIRECTORS. THE FORM 990 IS POSTED ON THIS SECURE PORTAL AND BOARD MEMBERS ARE NOTIFIED THAT THE COMPLETED FORM 990 IS POSTED FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C:EMPLOYEES ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AND ASKED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM WHEN FIRST HIRED AND THEN ANNUALLY AFTER THAT. RETURN OF SIGNED FORMS IS MONITORED AND INDIVIDUAL FOLLOW UP IS DONE FOR 100% COMPLIANCE. MEMBERS OF THE BOARD OF DIRECTORS ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AND ASKED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. AT A BOARD MEETING THE BOARD CHAIR REVIEWS WHY IT IS NECESSARY FOR ALL BOARD MEMBERS AND KEY EMPLOYEES TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM. RETURN OF SIGNED FORMS IS MONITORED AND INDIVIDUAL FOLLOW UP IS DONE BY MAIL AND AT BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15:CEO: THE COMPENSATION COMMITTEE IS PROVIDED WITH COMPARABILITY DATA FOR CEO COMPENSATION COMPILED BY AN INDEPENDENT NATIONAL HR CONSULTING FIRM, INCLUDING DATA FROM THE OTHER LARGE CITY JEWISH FEDERATIONS AND EXTERNAL MARKET DATA FROM BOTH NOT-FOR-PROFIT AND FOR-PROFIT ORGANIZATIONS. THE COMPENSATION COMMITTEE DOCUMENTS ITS DECISIONS IN A LETTER SIGNED BY THE FEDERATION BOARD CHAIR AS CHAIR OF THE COMPENSATION COMMITTEE. THE CEO IS PROVIDED WITH AN EMPLOYMENT CONTRACT, AND THE TERMS ARE REPORTED TO THE FEDERATION EXECUTIVE COMMITTEE IN EXECUTIVE SESSION. FOR OTHER SENIOR MANAGEMENT COMPENSATION DECISIONS, THE COMPENSATION COMMITTEE IS PROVIDED WITH COMPARABILITY DATA FROM OTHER JEWISH FEDERATIONS.
FORM 990, PART VI, SECTION C, LINE 19:THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANZATION'S WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Palm Beach Jewish Community Campus Corp
1 HARVARD CIRCLE SUITE 100WEst palm beachFL33409650006250MANAGING PROPFL501(C)(3)7JFPBCYes (true)
North Palm Beach County Jewish Community
1 harvARD CIRCLE SUITE 100West palm beachFL33409461245509MANAGING PROPFL501(C)(3)7JFPBCYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PALM BEACH JEWISH COMMUNITY CAMPUS CORP
B$2,307,525CASH
PAlm Beach Jewish Community Campus Corp
E$2,826,596cash
NORTH PALM BEACH COUNTY JEWISH COMMUNITY
B$144,587CASH

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