JEWISH FEDERATION OF GREATER TOLEDO: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER TOLEDO (EIN 34-4428259)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-11
- IRS object ID
- 202312549349301606
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-11T12:58:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344428259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER TOLEDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4198854461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN ROTHSCHILD | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4198854461 | PhoneNum |
| Signature | 2023-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | ROTHSCHILD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2023-09-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN ROTHSCHILD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,220,245 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHTOLEDO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE PROGRAMS & SERVICES IN THE JEWISH COMMUNITY OF TOLEDO & SURROUNDING AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $9,305 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,477,878 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,423,382 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $596,859 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $246,991 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,907,161 | PYInvestmentIncomeAmt |
| CY Investment Income | $919,903 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,875 | PYOtherRevenueAmt |
| CY Other Revenue | $39,644 | CYOtherRevenueAmt |
| PY Total Revenue | $6,013,773 | PYTotalRevenueAmt |
| CY Total Revenue | $5,629,920 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,001,988 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,296,472 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,220,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,574,853 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $738,146 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,167,614 | PYOtherExpensesAmt |
| CY Other Expenses | $900,487 | CYOtherExpensesAmt |
| PY Total Expenses | $5,389,840 | PYTotalExpensesAmt |
| CY Total Expenses | $4,771,812 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $623,933 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $858,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,082,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,084,176 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,763,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,957,063 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,319,288 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,127,113 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT AND ENHANCE THE HEALTH, WELFARE, EDUCATION, SPIRITUAL LIFE, UNITY AND CONTINUITY IN THE JEWISH COMMUNITY OF TOLEDO AND SURROUNDING AREAS THROUGH SERVICES AND PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,013,771 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $52,419 | RevenueAmt |
| Desc | DEPARTMENT OF JEWISH PROGRAMS:PROVIDES JEWISH PROGRAMS, EVENTS AND OPPORTUNITIES FOR JEWISH COMMUNITY OF TOLEDO FROM BIRTH AND BEYOND. SEEKS TO ENGAGE JEWISH FAMILIES IN ORDER TO ENHANCE THEIR JEWISH LIFE AND VALUES THROUGH PROGRAMMING WHICH INCLUDES SENDING 1,728 BOOKS TO 144 CHILDREN THROUGH THE PJ LIBRARY PROGRAM, ENGAGING 60+ HOURS WITH THE JEWISH TEENS IN BBYO, MEETING WITH 150+ YOUNG ADULTS THROUGH NEXT JEWISH GENERATION, CULTIVATING 5 YOUNG LEADERS, SHOWCASING 3 FILMS AT THE TOLEDO JEWISH FILM FESTIVAL TOUCHING OVER 440 PARTICIPANTS, INVESTING OVER $61,000 IN SENDING 34 CHILDREN TO OVERNIGHT JEWISH CAMP THROUGH THE EMOJI PROGRAM, SPOTLIGHTING 6 JEWISH AUTHORS AT THE JEWISH BOOK FESTIVAL, OTHER JEWISH HOLIDAY CELEBRATIONS, AND MORE. THE LOCAL COMMUNITY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN IN CONJUNCTION WITH FUNDING FROM LONG-TERM RESOURCE DEVELOPMENT IN THE TOLEDO JEWISH COMMUNITY FOUNDATION IN ORDER TO CARRY OUT THESE NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $407,223 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $52,779 | RevenueAmt |
| Desc | JEWISH EDUCATION - GAN YELADIM PRESCHOOL:A HEBREW PRESCHOOL FROM 2 TO 5 YEARS ATTENDED BY MULTIPLE STUDENTS EACH YEAR. THE PRESCHOOL PROVIDES AN INTERACTIVE LEARNING ENVIRONMENT RICH IN EDUCATIONAL MATERIALS, REWARDING EXPERIENCES AND MEANINGFUL COMMUNICATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $790,493 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | JEWISH SENIOR, FAMILY & SOCIAL SERVICES:THROUGH A COMPREHENSIVE RANGE OF SERVICES, JSFSS HELPS SENIORS REMAIN INDEPENDENT AND CONNECTED TO THE COMMUNITY, REDUCES HUNGER, AND EMPOWERS CHILDREN TO THRIVE. MORE THAN 1,000 INDIVIDUALS RECEIVED FOOD, GOODS, AND OTHER PANTRY SERVICES DURING 349 APPOINTMENTS THROUGHOUT THE YEAR. ADDITIONALLY, OVER 200 FAMILIES RECEIVE HOLIDAY BASKETS FOR PASSOVER, ROSH HASHANAH, AND CHANUKAH, AND SPECIAL ASSISTANCE THROUGH ORGANIZED PROGRAMS LIKE SUMMER MEALS FOR KIDS (ADDRESSING FOOD INSECURITIES DURING SUMMER MONTHS) AND BACK-TO-SCHOOL BACKPACKS AND SUPPLY KITS. OVER 800 JEWISH COMMUNITY INDIVIDUALS RECEIVED ASSESSMENTS, SUBSIDY SUPPORT, CARE MANAGEMENT OR OTHER SERVICES SUCH AS ADVOCACY, FINANCIAL ASSISTANCE, AND TRANSPORTATION TO MEDICAL APPOINTMENTS, SYNAGOGUE SERVICES, AND COMMUNITY EVENTS. THERE WERE 627 HOME AND FACILITY VISITS TO JEWISH SENIORS BY LICENSED JSFSS EMPLOYEES. THE PROGRAM ALSO UTILIZED A GRANT FROM THE OHIO DEPARTMENT ON AGING EXPLORING THE ABILITY OF TECHNOLOGY TO POSITIVELY ADDRESS ISOLATION AND MENTAL HEALTH AND WELLNESS, WHILE IMPROVING THEIR OVERALL QUALITY OF LIFE AND ABILITY TO AGE-IN-PLACE LONGER. WE ARE COMMITTED TO EXCELLENT OUTREACH AND INNOVATING SERVICE TO OUR COMMUNITY AND ADVOCACY FOR THE VULNERABLE. JSFSS PROVIDES ESSENTIAL PROGRAMS AND SERVICES THAT NOT ONLY ENHANCE AND STRENGTHEN THE LIVES OF CHILDREN, ADULTS, FAMILIES, AND SENIORS, BUT THE COMMUNITY AS A WHOLE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $297,888 | $0 | $60,480 | CEMETERY & PERPETUAL CARE: THE TOLEDO JEWISH COMMUNITY CEMETERY ASSOCIATION OPERATES TWO CEMETERIES. ONE CEMETERY IS LOCATED AT EAGLE POINT IN ROSSFORD, OHIO AND THE OTHER IS LOCATED AT BETH SHALOM CEMETERY IN OREGON, OHIO. WE HAD 25 BURIALS IN 2022. THE CARE OF OUR CEMETERIES IS DUE TO THE EFFORTS BY COMMITTED VOLUNTEERS THAT SERVE ALONG WITH THE EMPLOYEES. |
| $1,296,472 | $1,296,472 | $111,652 | FOUNDATION AND OTHER FINANCIAL RESOURCE DEVELOPMENT:TO RAISE FUNDS FOR THE SHORT TERM AND LONG TERM FINANCIAL STABILITY OF THE JEWISH FEDERATION OF GREATER TOLEDO THROUGH THE ANNUAL CAMPAIGN AND THE FOUNDATION DONATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,594,360 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,296,472 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $172,132 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,805,847 | 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 | Yes (1) | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONYA HARDING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4198854461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LAURIE GROSS | ||||||||
| PRESIDENT | 5.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK GREENBLATT | ||||||||
| VICE PRESIDENT | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHAD KRIPKE | ||||||||
| TREASURER | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TAMARA GREEN | ||||||||
| SECRETARY | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD RUSGO | ||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOEL BEREN | ||||||||
| LIFETIME HONOREE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BERLAND | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN BROCHIN | ||||||||
| TRUSTEE / JSS PRESIDENT | 5.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM GOLDBERG | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD GREENBLATT | ||||||||
| LIFETIME HONOREE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE ANN HOCHBERG | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT KRIPKE | ||||||||
| TRUSTEE / TJCF CHAIRMAN | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE NATHANSON | ||||||||
| LIFETIME HONOREE | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE ROMANOFF | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN SACHS | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE THEISE | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN ROTHSCHILD | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 2.00 | Yes (X) | $187,231 | $0 | $40,341 | ||
| TINA STIEBEN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 2.00 | Yes (X) | $107,583 | $0 | $25,672 | ||
| BENJAMIN MALCZEWSKI | ||||||||
| VP SENIOR FAMILY & SOCIAL SERVICES | 40.00 | 0.00 | $106,122 | $0 | $21,756 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $400,936 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,769 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $507 | FederatedCampaignsAmt |
| Related Organizations | $701,715 | RelatedOrganizationsAmt |
| Government Grants | $402,398 | GovernmentGrantsAmt |
| All Other Contributions | $3,318,762 | AllOtherContributionsAmt |
| Noncash Contributions | $771,269 | NoncashContributionsAmt |
| Total Contributions | $4,423,382 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | 541610 | $111,652 | $111,652 | |
| CEMETERY SERVICES | 541610 | $60,480 | $60,480 | |
| TUITION | 611710 | $52,779 | $52,779 | |
| ADMINISTRATIVE FEES | 541200 | $9,625 | $9,625 | |
| ADVERTISING | 541800 | $9,305 | $9,305 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,150 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $246,991 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $663,636 | TotalRevenueColumnAmt |
| Exclusion | $663,636 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,846,592 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,590,325 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $256,267 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,267 | TotalRevenueColumnAmt |
| Exclusion | $256,267 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $39,644 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,644 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,644 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,629,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $277,330 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,305 | UnrelatedBusinessRevenueAmt |
| Exclusion | $919,903 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,194 | TotalAmt |
| Program Services | $1,199,194 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,278 | TotalAmt |
| Program Services | $97,278 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,825 | TotalAmt |
| Program Services | $244,640 | ProgramServicesAmt |
| Management And General | $27,015 | ManagementAndGeneralAmt |
| Fundraising | $89,170 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,733,200 | TotalAmt |
| Program Services | $1,167,091 | ProgramServicesAmt |
| Management And General | $131,346 | ManagementAndGeneralAmt |
| Fundraising | $434,763 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,214 | TotalAmt |
| Program Services | $72,014 | ProgramServicesAmt |
| Management And General | $7,952 | ManagementAndGeneralAmt |
| Fundraising | $26,248 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,592 | TotalAmt |
| Program Services | $157,321 | ProgramServicesAmt |
| Management And General | $14,634 | ManagementAndGeneralAmt |
| Fundraising | $45,637 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,022 | TotalAmt |
| Program Services | $110,078 | ProgramServicesAmt |
| Management And General | $10,881 | ManagementAndGeneralAmt |
| Fundraising | $36,063 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,369 | TotalAmt |
| Program Services | $4,103 | ProgramServicesAmt |
| Management And General | $320 | ManagementAndGeneralAmt |
| Fundraising | $946 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,228 | TotalAmt |
| Program Services | $44,496 | ProgramServicesAmt |
| Management And General | $3,474 | ManagementAndGeneralAmt |
| Fundraising | $10,258 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,382 | TotalAmt |
| Program Services | $43,849 | ProgramServicesAmt |
| Management And General | $3,424 | ManagementAndGeneralAmt |
| Fundraising | $10,109 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,241 | TotalAmt |
| Program Services | $11,647 | ProgramServicesAmt |
| Management And General | $909 | ManagementAndGeneralAmt |
| Fundraising | $2,685 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,387 | TotalAmt |
| Program Services | $8,702 | ProgramServicesAmt |
| Management And General | $679 | ManagementAndGeneralAmt |
| Fundraising | $2,006 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,846 | TotalAmt |
| Program Services | $64,072 | ProgramServicesAmt |
| Management And General | $5,003 | ManagementAndGeneralAmt |
| Fundraising | $14,771 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,222 | TotalAmt |
| Program Services | $185,862 | ProgramServicesAmt |
| Management And General | $14,513 | ManagementAndGeneralAmt |
| Fundraising | $42,847 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,714 | TotalAmt |
| Program Services | $1,310 | ProgramServicesAmt |
| Management And General | $102 | ManagementAndGeneralAmt |
| Fundraising | $302 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,507 | TotalAmt |
| Program Services | $30,190 | ProgramServicesAmt |
| Management And General | $2,357 | ManagementAndGeneralAmt |
| Fundraising | $6,960 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,526 | TotalAmt |
| Program Services | $22,563 | ProgramServicesAmt |
| Management And General | $1,762 | ManagementAndGeneralAmt |
| Fundraising | $5,201 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,033 | TotalAmt |
| Program Services | $22,950 | ProgramServicesAmt |
| Management And General | $1,792 | ManagementAndGeneralAmt |
| Fundraising | $5,291 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $297,279 | $297,279 | ||
| DUES AND SUBSCRIPTIONS | $83,063 | $63,474 | $4,956 | $14,633 |
| PLANNING & DEVELOPMENT | $17,456 | $13,339 | $1,042 | $3,075 |
| RECRUITING | $14,829 | $11,331 | $886 | $2,612 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$87,595 | TotalAmt |
| Program Services | -$66,936 | ProgramServicesAmt |
| Management And General | -$5,228 | ManagementAndGeneralAmt |
| Fundraising | -$15,431 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,771,812 | TotalAmt |
| Program Services | $3,805,847 | ProgramServicesAmt |
| Management And General | $227,819 | ManagementAndGeneralAmt |
| Fundraising | $738,146 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,553 | BOYAmt |
| EOY | $1,817,860 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,881 | BOYAmt |
| EOY | $722,035 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,189 | BOYAmt |
| EOY | $32,133 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,925 | BOYAmt |
| EOY | $76,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $593,377 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $375,023 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,126 | BOYAmt |
| EOY | $218,354 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,988,190 | BOYAmt |
| EOY | $46,827,499 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,021,498 | BOYAmt |
| EOY | $4,389,874 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,082,362 | BOYAmt |
| EOY | $54,084,176 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,358 | BOYAmt |
| EOY | $49,500 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,500 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,563 | BOYAmt |
| EOY | $6,650 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,677,653 | BOYAmt |
| EOY | $19,600,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,763,074 | BOYAmt |
| EOY | $19,957,063 | 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 | $35,297,790 | BOYAmt |
| EOY | $29,645,790 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,021,498 | BOYAmt |
| EOY | $4,481,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,319,288 | BOYAmt |
| EOY | $34,127,113 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,082,362 | BOYAmt |
| EOY | $54,084,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $858,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,292,093 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $10,303 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$768,493 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,793,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,400,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,381,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,477,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,806,897 | CurrentTaxYearAmt |
| Total | $23,860,514 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,793,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,400,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,381,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,477,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,806,897 | CurrentTaxYearAmt |
| Total | $23,860,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,237,746 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,622,768 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $637,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $713,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $390,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $969,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663,636 | CurrentTaxYearAmt |
| Total | $3,374,927 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $507,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $340,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,644 | CurrentTaxYearAmt |
| Total | $948,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,184,359 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,759,985 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 507,475. 2019 AMOUNT: $ 340,355. 2020 AMOUNT: $ 29,569. 2021 AMOUNT: $ 31,875. 2022 AMOUNT: $ 39,644. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 61 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,127,196 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $495,536 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,639,515 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,042,002 | BeginningYearBalanceAmt |
| Contributions | $2,437,952 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,208,551 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,696,705 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,574,698 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,395,024 | BeginningYearBalanceAmt |
| Contributions | $473,535 | ContributionsAmt |
| Investment Earnings Or Losses | $2,624,201 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,450,758 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,042,002 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,127,134 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $343,764 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,849 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,438,049 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,140,422 | BeginningYearBalanceAmt |
| Contributions | $118 | ContributionsAmt |
| Investment Earnings Or Losses | $52,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $65,407 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,127,134 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,623,732 | BeginningYearBalanceAmt |
| Contributions | $53,049 | ContributionsAmt |
| Investment Earnings Or Losses | $100,241 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $162,250 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,140,422 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,611 | OtherCostOrOtherBasisAmt |
| Book Value | $36,611 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,707 | DepreciationAmt |
| Book Value | $3,139 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,902 | DepreciationAmt |
| Book Value | $75,389 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $307,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,588 | DepreciationAmt |
| Book Value | $72,929 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,826 | DepreciationAmt |
| Book Value | $30,286 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $218,354 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $1,544,719 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $2,808,014 |
| RIGHT OF USE ASSET | $37,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,389,874 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST PAYABLE TO OTHERS | $2,242,583 |
| INVESTMENTS HELD FOR ASSOCIATE AND AFFILIATED ORGANIZATION | $12,445,138 |
| FUND HELD FOR AGENCIES | $4,876,051 |
| ST LEASE LIABILITY | $9,255 |
| LT LEASE LIABILITY | $27,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,600,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$1,409,485 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,292,093 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$689,930 | OtherRevenueAmt |
| Revenue Not Reported | -$6,982,023 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,572,538 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $57,382 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $57,382 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,629,920 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,908,667 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $194,237 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $194,237 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,714,430 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $57,382 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $57,382 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,771,812 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION DETEREMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF LIFE INSURANCE 45,217. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -813,710. UJC HOLDINGS REVENUE 94,563. UJC REVENUE NETTED WITH EXPENSE -16,000. ELIMNATING ENTRIES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UJC EXPENSES 210,237. UJC REVENUE NETTED WITH EXPENSE -16,000. |
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUNDS IS TO MEET THE CURRENT AND LONG-TERM NEEDS OF THE LOCAL AND WORLDWIDE JEWISH COMMUNITIES, IN ADDITION TO OTHER CHARITABLE ORGANIZATIONS, THROUGH THE CAREFUL AND INFORMED PROVISIONS OF GRANTS FROM THE UNRESTRICTED FUND AND THE DONOR ADVISED FUNDS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CHABAD HOUSE | ||||||||||
| 2728 KING ROAD | TOLEDO | OH | 43617 | 341585242 | 501(C)(3) | $105,830 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CONGREGATION B'NAI ISREAL | ||||||||||
| 6525 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344437103 | 501(C)(3) | $239,349 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CONGREGATION ETZ CHAYIM | ||||||||||
| 3853 WOODLEY ROAD | TOLEDO | OH | 43560 | 344440050 | 501(C)(3) | $165,907 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| ELEM YOUTH IN DISTRESS IN ISRAEL | ||||||||||
| 121 WEST 36TH STREET SUITE 329 | NEW YORK | NY | 10018 | 133171815 | 501(C)(3) | $7,277 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||||
| 5495 MAYFIELD ROAD STE 200 | LYNDHURST | OH | 44124 | 133156445 | 501(C)(3) | $12,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| ISRAEL TENNIS CENTERS FOUNDATION | ||||||||||
| 3275 W HILLSBORO BLVD SUITE 100 | DEERFIELD BEACH | FL | 33442 | 132961273 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | 501(C)(3) | $257,017 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| OHIO FRIENDS OF THE ISRAEL DEFENSE FORCE - OHIO CHAPTER | ||||||||||
| PO BOX 22410 | BEECHWOOD | OH | 44122 | 133156445 | 501(C)(3) | $35,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| PROMEDICA FOUNDATION | ||||||||||
| 444 N SUMMIT STREET SUITE 100 | TOLEDO | OH | 43604 | 341517672 | 501(C)(3) | $10,250 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| TEMPLE SHOMER EMUNIM | ||||||||||
| 6453 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344455619 | 501(C)(3) | $81,706 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| TOLEDO MUSEUM OF ART | ||||||||||
| PO BOX 1013 | TOLEDO | OH | 43697 | 344434678 | 501(C)(3) | $7,500 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| UJC HOLDINGS | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344428223 | 501(C)(3) | $42,531 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| UNITED WAY OF GREATER TOLEDO | ||||||||||
| 1001 MADISON AVENUE SUITE 100 | TOLEDO | OH | 43604 | 344427947 | 501(C)(3) | $15,570 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| THE UNIVERSITY OF TOLEDO FOUNDATION | ||||||||||
| 4510 DORR ST MS 820 | TOLEDO | OH | 43615 | 346555110 | 501(C)(3) | $34,600 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA | ||||||||||
| 209 W 29TH ST SUITE 6250 | NEW YORK | NY | 10001 | 115324002 | 501(C)(3) | $15,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| SHALEM FOUNDATION | ||||||||||
| 845 THIRD AVE 6TH FLOOR | NEW YORK | NY | 10022 | 133941865 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| JEWISH SENIOR SERVICES OF TOLEDO INC | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344434205 | 501(C)(3) | $95,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| READ FOR LITERACY INC | ||||||||||
| 325 N MICHIGAN STREET | TOLEDO | OH | 43604 | 341516490 | 501(C)(3) | $10,200 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | 590948696 | 501(C)(3) | $9,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| JEWISH FREE LOAN | ||||||||||
| 12701 N SCOTTSDALE RD SUITE 206 | SCOTTSDALE | AZ | 85254 | 866052446 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | 208202424 | 501(C)(3) | $7,277 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| AMERICAN FRIENDS OF ORR SHALOM | ||||||||||
| 3706 ENTERPRISE DRIVE | JANESVILLE | WI | 53546 | 133502817 | 501(C)(3) | $7,277 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| DAVID POSNAK JEWISH DAY SCHOOL | ||||||||||
| 5810 SOUTH PINE ISLAND ROAD | DAVIE | FL | 33328 | 813641913 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| COMMUNITY PANTRY | 1025 | $11,480 | FMV | COMMUNITY FOOD PANTRY | |
| CARE MANAGEMENT | 148 | FMV | HOME CARE EXPENSES | $85,798 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE GRANTS AND ALLOCATIONS ARE PRESENTED AND APPROVED THROUGH THE BUDGET PROCESS AND THEN MONITORED MONTHLY BY THE CONTROLLER, CEO AND THE BOARD. |
| SCHEDULE I, PART II: | JEWISH FEDERATION OF GREATER TOLEDO 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 AGENCIES, UNITED ISREAL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS--EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN ROTHSCHILD | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $187,231 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,350 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $25,991 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $227,572 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $753,089 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CARDS | 1 | $11,480 | COST |
| Yes (X) | IN-KIND MATERIALS | 1 | $2,000 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPORTS THE NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I | TOLEDO JEWISH COMMUNITY FOUNDATION, FOUNDED IN 1980 AS THE ENDOWMENT DEVELOPMENT PROGRAM OF JEWISH FEDERATION OF GREATER TOLEDO, WAS ESTABLISHED TO MEET PHILANTHROPIC CHALLENGES AND NEEDS OF THE TOLEDO JEWISH COMMUNITY AS WELL AS THE NEEDS OF OUR PEOPLE LOCALLY, NATIONALLY, AND GLOBALLY. THE FOUNDATION PROVIDES AN OPPORTUNITY TO LEAVE A LASTING LEGACY - A PERMANENT IMPRINT THAT WILL ENRICH THE LIVES OF GENERATIONS TO COME. SINCE ITS INCEPTION, THE FOUNDATION HAS HELPED INDIVIDUALS AND FAMILIES ALIKE CREATE A LEGACY THAT REPRESENTS THE VALUES AND MITZVOT BY WHICH THEY HAVE GOVERNED THEIR LIVES. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL ADVISE AND AID ADMINISTRATION OF THE FEDERATION IN ALL MATTERS AFFECTING THE BUSINESS AND INTEREST OF THE FEDERATION. WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS, EXCEPT ACTION WITH RESPECT TO :1 ) FILLING VACANCIES IN THE BOARD OF DIRECTORS OR VACANCIES IN ANY OFFICE 2) ALLOCATIONS AND FINAL BUDGET APPROVAL, 3) APPROVAL OF ALL CONTRACTS ENTERED INTO INVOLVING A DURATION OF MORE THAN ONE YEAR (FOR PERSONNEL, MATERIALS OR SERVICES), 4) APPROVAL OF CAPITAL EXPENDITURES, 5) ENDOWMENT MANAGEMENT 6) APPROVAL OF THE HIRING OR FIRING OF ANY EXECUTIVE DIRECTOR EMPLOYED BY ANY AFFILIATED AGENCY, AND 7) MATERIAL ACTIONS. |
| FORM 990, PART VI, SECTION A, LINE 2 | MARK AND RICHARD GREENBLATT HAVE A FAMILY RELATIONSHIP. CHAD AND MATT KRIPKE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE FEDERATION SHALL CONSIST OF ALL JEWISH PERSONS EIGHTEEN YEARS OF AGE OR OLDER WHO RESIDE IN LUCAS, WOOD, OTTAWA, OR FULTON COUNTY IN OHIO OR MONROE OR LENAWEE COUNTY IN MICHIGAN (THE "GREATER TOLEDO AREA") AND MAKE AN ANNUAL CONTRIBUTION TO THE FEDERATION (THE "MEMBERS"). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE JEWISH COMMUNITY VOTES ON MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE POWER TO ALTER, AMEND OR REPEAL THE CODE OF REGULATIONS OR ADOPT A NEW CODE OF REGULATIONS SHALL BE VESTED IN THE MEMBERS OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WITH INFORMATION PROVIDED BY MANAGMENT. UPON COMPLETION, THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. ANNUAL DISCLOSURE STATEMENTS ARE COMPLETED AND SENT TO THE PRESIDENT OF THE BOARD AS WELL AS KEPT ON HAND IN THE ADMINISTRATION OFFICE. ANY FAMILY OR BUSINESS RELATIONSHIPS ARE DISCLOSED ANNUALLY ON THE 990 PART VI, LINE 2. THE BOARD MAKES THE DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS AND ANY BOARD MEMBERS INVOLVED IN THE POTENTIAL CONFLICT RECUSE THEMSELVES FROM ANY RELATED VOTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: A SEARCH COMMITTEE CONSISTING OF BOARD MEMBERS REVIEW THE COMPENSATION OF THE CEO. DURING THIS PROCESS, THEY REVIEW COMPENSATION OF OTHER SIMILAR SIZED FEDERATIONS IN NORTH AMERICA. THE BOARD THEN APPROVES THE CEO'S SALARY DURING THE BUDGET PROCESS AND THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. THE CEO POSITION IS A THREE YEAR TERM CONTRACT AND THE LAST YEAR THIS PROCESS WAS COMPLETED WAS 2022. LINE 15B: SALARIES FOR ALL EMPLOYEES ARE REVIEWED DURING THE BUDGET PROCESS AND COMPARABLE SALARIES ARE REVIEWED. CHANGES ARE APPROVED BY THE CEO AND CFO. THE BOARD THEN APPROVES THE SALARIES DURING THE BUDGET PROCESS AND THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. THE LAST YEAR THIS WAS COMPLETED WAS 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS AND THE 990 ARE AVAILABLE THROUGH THE WEBSITE. |
| FORM 990, PART XI, LINE 9: | INCREASE IN CSV OF LIFE INSURANCE 45,217. CHANGE IN MARKET VALUE OF IRREVOCABLE TRUST -813,710. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLEDO JEWISH COMMUNITY CEMETERY ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CEMETERY | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $60,581 | TotalIncomeAmt |
| End Of Year Assets | $178,726 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER TOLEDO | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UJC HOLDINGS COMPANY INC | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344428223 | SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND RELATED ORGS | OH | 501(C)(3) | LINE 7 | JEWISH FEDERATION OF GREATER TOLEDO | Yes (1) |
| JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 542067407 | SUPPORT SERVICES AND PROGRAMS FOR THE 55+ JEWISH COMMUNITY | OH | 501(C)(3) | LINE 12A, I | JEWISH SENIOR SERVICES OF TOLEDO INC | 0 |
| THE JOSEPH WASSERSTROM FAMILY SUPPORTING ORGANIZATION | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 341847059 | TO PROVIDE CHARITABLE, EDUCATIONAL AND RELIGIOUS BENEFITS TO JEWISH WELFARE | OH | 501(C)(3) | LINE 12A, I | JEWISH FEDERATION OF GREATER TOLEDO | 0 |
| DONALD L SOLOMON FUND | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 311674444 | SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND PROGRAMS | OH | 501(C)(3) | LINE 12A, I | JEWISH FEDERATION OF GREATER TOLEDO | Yes (1) |
| GARY AND ANDREA DELMAN FAMILY FOUNDATION | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 203214200 | SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO | OH | 501(C)(3) | LINE 12A, I | JEWISH FEDERATION OF GREATER TOLEDO | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ELLEN L WILLIAMS CHARITABLE REMAINDER UNITRUST | |||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 876904894 | CRUT | OH | JEWISH FEDERATION OF GREATER TOLEDO | T | Yes (1) |
| JACK & KATHRY GALLON CHARITABLE REMIANDER TRUST II | |||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 467320632 | CRUT | OH | JEWISH FEDERATION OF GREATER TOLEDO | T | Yes (1) |
| THE JACK & KATHRYN GALLON CHARITABLE REMAINDER TRUST | |||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 206051090 | CRAT | OH | JEWISH FEDERATION OF GREATER TOLEDO | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UJC HOLDINGS COMPANY INC | ||
| B | $42,531 | GRANTS PAID |
| JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION | ||
| C | $588,654 | GRANTS RECEIVED |
| DONALD L SOLOMON FUND | ||
| C | $26,000 | GRANTS RECEIVED |
| GARY AND ANDREA DELMAN FAMILY FOUNDATION | ||
| C | $15,500 | GRANTS RECEIVED |
| ELLEN L WILLIAMS CHARITABLE REMAINDER UNITRUST | ||
| C | $71,561 | GRANTS RECEIVED |
| ELLEN L WILLIAMS CHARITABLE REMAINDER UNITRUST | ||
| R | $50,048 | CASH TRANSFERED |
| JACK & KATHRYN GALLON CHARITABLE REMIANDER TRUST II | ||
| R | $32,390 | CASH TRANSFERED |
| THE JACK & KATHRYN GALLON CHARITABLE REMAINDER TRUST | ||
| R | $18,504 | CASH TRANSFERED |
Comments