UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC: Form 990, tax year 2021
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- Organization
- UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC (EIN 23-2215070)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349311522
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:09:53-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223604710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M WOOD CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603B OMNI DRIVE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232215070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED JEWISH FEDERATION OF PRINCETON | BusinessNameLine1Txt |
| Business Name Line2 | MERCER BUCKS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6092190555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 CARNEGIE CENTER BOX 2157 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MERKOVITZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6092190555 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | MERKOVITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES M WOOD | PreparerPersonNm |
| PTIN | P00310420 | PTIN |
| Phone | 9084311700 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK MERKOVITZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 CARNEGIE CENTER BOX 2157 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,072,481 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHPMB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | STRENGTHENS JEWISH LIFE AND VALUES BY UNDERWRITING EDUCATIONAL PROGRAMMING AND SOCIAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $859,442 | PYContributionsGrantsAmt |
| CY Contributions Grants | $954,563 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,512 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,862 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,048 | PYOtherRevenueAmt |
| CY Other Revenue | $66,544 | CYOtherRevenueAmt |
| PY Total Revenue | $912,990 | PYTotalRevenueAmt |
| CY Total Revenue | $1,072,481 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $469,271 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $536,072 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $232,163 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $289,372 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $167,222 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $126,775 | PYOtherExpensesAmt |
| CY Other Expenses | $183,700 | CYOtherExpensesAmt |
| PY Total Expenses | $828,209 | PYTotalExpensesAmt |
| CY Total Expenses | $1,009,144 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $84,781 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $63,337 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,569,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,373,106 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $458,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $474,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,110,982 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,898,394 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS TO PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES IN OUR COMMUNITY, THE STATE OF ISRAEL, AND THROUGHOUT THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $694,604 | ExpenseAmt |
| Grant | $536,072 | GrantAmt |
| Revenue | $87,056 | RevenueAmt |
| Desc | THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS THE JEWISH COMMUNITY'S CENTRAL FUNDRAISING AND PLANNING ORGANIZATION WITH ITS ROOTS DATING BACK TO SEPTEMBER 1929. THE FEDERATION RAISES FUNDS THROUGH ANNUAL AND DIRECTED CAMPAIGNS. FUNDS ARE DISTRIBUTED TO DOZENS OF LOCAL, NATIONAL AND INTERNATIONAL AGENCIES / PROGRAMS SUPPORTING JEWISH COMMUNITIES. THE FUNDS ARE USED TO FEED THE HUNGRY, EDUCATE STUDENTS OF ALL AGES, CARE FOR THE YOUNG AND OLD, FIGHT ANTI-SEMITISM, AND PROMOTE JEWISH CULTURE AND CONTINUITY. | Desc |
| Total Program Service Expenses | $694,604 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6092190555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 CARNEGIE CENTER BOX 2157 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAN HERSCOVICI | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDY AXELROD | ||||||
| CAMPAIGN CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY BIALOW | ||||||
| ENGAGEMENT CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CARLI MASIA | ||||||
| ENGAGEMENT CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY BLACK | ||||||
| VP ALLOCATIONS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRANDON ABELSON | ||||||
| VP MARKETING | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK JANOFSKY | ||||||
| VP TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL FELDSTEIN | ||||||
| VP ISRAEL/OVERSEAS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN CHEVLIN | ||||||
| VP ADMINISTRATION | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DON LIEBOWITZ | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JERRY NEUMANN | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADELE AGIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN BRENT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD COHEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA FREEMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL POLLARD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLIOT SAMBOL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCY SAMET | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARISSA TREU | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE WILL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RABBI BEN ADLER | ||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $954,563 | AllOtherContributionsAmt |
| Total Contributions | $954,563 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,512 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,512 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,862 | TotalRevenueColumnAmt |
| Exclusion | $30,862 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR ALLO | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $66,544 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,544 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $66,544 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,072,481 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $87,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,862 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,072 | TotalAmt |
| Program Services | $536,072 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,000 | TotalAmt |
| Program Services | $43,750 | ProgramServicesAmt |
| Management And General | $43,750 | ManagementAndGeneralAmt |
| Fundraising | $37,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,170 | TotalAmt |
| Program Services | $38,044 | ProgramServicesAmt |
| Management And General | $24,023 | ManagementAndGeneralAmt |
| Fundraising | $72,103 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,825 | TotalAmt |
| Program Services | $2,154 | ProgramServicesAmt |
| Management And General | $1,785 | ManagementAndGeneralAmt |
| Fundraising | $2,886 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,377 | TotalAmt |
| Program Services | $7,378 | ProgramServicesAmt |
| Management And General | $6,113 | ManagementAndGeneralAmt |
| Fundraising | $9,886 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,512 | TotalAmt |
| Management And General | $41,512 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,357 | TotalAmt |
| Management And General | $14,357 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,733 | TotalAmt |
| Program Services | $15,897 | ProgramServicesAmt |
| Fundraising | $836 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,540 | TotalAmt |
| Program Services | $6,742 | ProgramServicesAmt |
| Management And General | $2,814 | ManagementAndGeneralAmt |
| Fundraising | $7,984 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,217 | TotalAmt |
| Program Services | $2,278 | ProgramServicesAmt |
| Management And General | $1,887 | ManagementAndGeneralAmt |
| Fundraising | $3,052 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,945 | TotalAmt |
| Program Services | $5,979 | ProgramServicesAmt |
| Management And General | $4,954 | ManagementAndGeneralAmt |
| Fundraising | $8,012 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64 | TotalAmt |
| Program Services | $20 | ProgramServicesAmt |
| Management And General | $17 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,112 | TotalAmt |
| Program Services | $3,507 | ProgramServicesAmt |
| Management And General | $2,906 | ManagementAndGeneralAmt |
| Fundraising | $4,699 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAMS | $30,099 | $22,574 | $0 | $7,525 |
| PRINTING & PUBLICATIONS | $14,751 | $7,080 | $295 | $7,376 |
| DUES & LICENSES | $6,498 | $1,952 | $1,930 | $2,616 |
| EQUIPMENT MAINTENANCE | $2,898 | $915 | $758 | $1,225 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,974 | TotalAmt |
| Program Services | $262 | ProgramServicesAmt |
| Management And General | $217 | ManagementAndGeneralAmt |
| Fundraising | $1,495 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,144 | TotalAmt |
| Program Services | $694,604 | ProgramServicesAmt |
| Management And General | $147,318 | ManagementAndGeneralAmt |
| Fundraising | $167,222 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,729 | BOYAmt |
| EOY | $248,129 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,807 | BOYAmt |
| EOY | $562,913 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,840 | BOYAmt |
| EOY | $167,031 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,640 | BOYAmt |
| EOY | $1,235 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,000 | BOYAmt |
| EOY | $115,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,250 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,580,700 | BOYAmt |
| EOY | $1,260,456 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,206 | BOYAmt |
| EOY | $12,092 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,569,922 | BOYAmt |
| EOY | $2,373,106 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,379 | BOYAmt |
| EOY | $48,937 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,561 | BOYAmt |
| EOY | $425,775 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,940 | BOYAmt |
| EOY | $474,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,699 | BOYAmt |
| EOY | $645,223 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,283 | BOYAmt |
| EOY | $1,253,171 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,110,982 | BOYAmt |
| EOY | $1,898,394 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,569,922 | BOYAmt |
| EOY | $2,373,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $63,337 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$275,925 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $962,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $659,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $894,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $859,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $954,563 | CurrentTaxYearAmt |
| Total | $4,330,940 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $962,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $659,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $894,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $859,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $954,563 | CurrentTaxYearAmt |
| Total | $4,330,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,330,940 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,862 | CurrentTaxYearAmt |
| Total | $194,510 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,544 | CurrentTaxYearAmt |
| Total | $142,943 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,668,393 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $155,394 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,513,715 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $382,054 | OtherExpendituresAmt |
| End Year Balance | $1,123,338 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,509,836 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,879 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,513,715 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,511,347 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,511 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,509,836 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,512,142 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$795 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,511,347 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,449,589 | BeginningYearBalanceAmt |
| Contributions | $62,067 | ContributionsAmt |
| Investment Earnings Or Losses | $486 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,512,142 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00990 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENTS | Desc |
| Book Value | $1,260,456 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,260,456 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOCATIONS PAYABLE | Desc |
| Amt | $425,775 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $425,775 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $782,199 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$275,925 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$275,925 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,058,124 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,357 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $14,357 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,072,481 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $994,787 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $994,787 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,357 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $14,357 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,009,144 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ABRAMS HEBREW ACADEMY | ||||||||
| 31 WEST COLLEGE AVE | YARDLEY | PA | 19067 | 216001415 | 501(C)(3) | $10,000 | $0 | CHARITABLE PURPOSE |
| JEWISH COMMUNITY CENTER | ||||||||
| 4 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 210637383 | 501(C)(3) | $0 | $0 | CHARITABLE PURPOSE |
| JEWISH FAMILY AND CHILDRENS SERVICES | ||||||||
| 707 ALEXANDER ROAD | PRINCETON | NJ | 08540 | 210364563 | 501(C)(3) | $0 | $0 | CHARITABLE PURPOSE |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | 131624240 | 501(C)(3) | $105,000 | $0 | CHARITABLE PURPOSE |
| SHALOM HERITAGE CENTER | ||||||||
| 639 ABBINGTON DRIVE | EAST WINDSOR | NJ | 08520 | 501(C)(3) | $9,500 | $0 | CHARITABLE PURPOSE | |
| PJ LIBRARY | ||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | 501(C)(3) | $13,297 | $0 | CHARITABLE PURPOSE | |
| COMMITMENTS TO LOCAL AND OVERSEAS JEWISH ORGANIZATIONS | ||||||||
| $395,775 | $0 | CHARITABLE PURPOSE | ||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR EXEMPT STATUS TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | INDIVIDUAL MEMBERS - ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS - ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTING RIGHTS OR POWERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | A NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNATED BY THE BOARD, ARE ELECTED AT THE ANNUAL MEETING BY THE GENERAL MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE COMMITTEE REVIEWS FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS AVAILABLE FOR REVIEW UPON REQUEST PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FEDERATION HAS AN ADMINISTRATION AND PERSONNEL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATION TO THE BOARD FOR APPROVAL IF NECESSARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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