JEWISH FEDERATION OF OCEAN COUNTY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OCEAN COUNTY (EIN 22-2140175)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202113149349304351
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T12:37:57-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222066886PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOHEL ELLIOTT BAUER & GASS CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18 EXECUTIVE DRIVE SUITE 1AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08755ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222140175EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OCEAN COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone7323630530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNABEL LINDENBAUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7323630530PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNABELPersonFirstNm
Person LastLINDENBAUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERWIN K BAUERPreparerPersonNm
PTINP00064608PTIN
Phone7323636500PhoneNum
Preparation2021-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANNABEL LINDENBAUMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,949,016GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHOCEANCOUNTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionPROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY WITHIN OCEAN COUNTY AND THROUGHOUT THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,359,286PYContributionsGrantsAmt
CY Contributions Grants$2,907,202CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,419,493PYInvestmentIncomeAmt
CY Investment Income$20,899CYInvestmentIncomeAmt
PY Other Revenue$23,800PYOtherRevenueAmt
CY Other Revenue$20,915CYOtherRevenueAmt
PY Total Revenue$3,802,579PYTotalRevenueAmt
CY Total Revenue$2,949,016CYTotalRevenueAmt
PY Grants And Similar Paid$6,621PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$19,155CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$242,737PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$272,328CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$46,782CYTotalFundraisingExpenseAmt
PY Other Expenses$2,186,051PYOtherExpensesAmt
CY Other Expenses$2,629,315CYOtherExpensesAmt
PY Total Expenses$2,435,409PYTotalExpensesAmt
CY Total Expenses$2,920,798CYTotalExpensesAmt
PY Revenues Less Expenses$1,367,170PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$28,218CYRevenuesLessExpensesAmt
Total Assets BOY$2,580,868TotalAssetsBOYAmt
Total Assets EOY$2,335,928TotalAssetsEOYAmt
Total Liabilities BOY$771,317TotalLiabilitiesBOYAmt
Total Liabilities EOY$498,159TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,809,551NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,837,769NetAssetsOrFundBalancesEOYAmt
MissionTO FURTHER THE WELFARE OF THE JEWISH COMMUNITY; TO PLAN FOR THE PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT OF THE OCEAN COUNTY JEWISH COMMUNITY AND TO FOSTER COOPERATION AMONGST OCEAN COUNTY JEWISH ORGANIZATIONS, COMMITTEES AND INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,155ExpenseAmt
Grant$19,155GrantAmt
DescALLOCATING FINANCIAL ASSISTANCE TO VARIOUS INSTITUTIONS UNDER JEWISH FEDERATIONS OF NORTH AMERICA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,618,322ExpenseAmt
DescPROVIDING FOR UNMET HOME CARE NEEDS FOR JEWISH NAZI VICTIMS, COUNSELING AND CULTURAL SERVICES THROUGH JEWISH FAMILY AND CHILDRENS SERVICES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$163,429ExpenseAmt
DescAIDING IN VARIOUS ACTIVITIES, BOTH DIRECTLY AND INDIRECTLY THROUGH OTHER INSTITUTIONS TOWARDS THE BENEFIT OF THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,800,906TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7323630530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANNABEL LINDENBAUM
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
MICHAEL BERMAN ESQ
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
RACHAEL KAUFMAN
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
PAMELA LIGORSKI
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DAVID ROSEN
TREASURER3.00Yes (X)Yes (X)$0$0$0
SHELLY NEWMAN
SECRETARY3.00Yes (X)Yes (X)$0$0$0
CAROL BRICHKE
TRUSTEE1.00Yes (X)$0$0$0
RICHARD GAINES
TRUSTEE1.00Yes (X)$0$0$0
FRAN GIMPEL
TRUSTEE1.00Yes (X)$0$0$0
JARROD KAUFMAN
TRUSTEE1.00Yes (X)$0$0$0
PETER KITAY
TRUSTEE1.00Yes (X)$0$0$0
ALAN KRUPNICK
TRUSTEE1.00Yes (X)$0$0$0
ELLYN LYONS
TRUSTEE1.00Yes (X)$0$0$0
LARRY MANDEL
TRUSTEE1.00Yes (X)$0$0$0
LAUREN ROSEN
TRUSTEE1.00Yes (X)$0$0$0
RANDI ROZOVSKY
TRUSTEE1.00Yes (X)$0$0$0
BARBARA SCHULMAN
TRUSTEE1.00Yes (X)$0$0$0
ANISE SINGER
TRUSTEE1.00Yes (X)$0$0$0
MONA STERNBACH
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$2,674,946GovernmentGrantsAmt
All Other Contributions$232,256AllOtherContributionsAmt
Total Contributions$2,907,202TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,899TotalRevenueColumnAmt
Exclusion$20,899ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
UNREALIZED GAIN FROM S624100$29,274$29,274
OTHER624100$390$390
REALIZED LOSS FROM SEC624100-$8,749-$8,749
FieldValueIRS element (for citing)
Other Revenue Total$20,915OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,949,016TotalRevenueColumnAmt
Related Or Exempt Func Income$390RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$41,424ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$19,155TotalAmt
Program Services$19,155ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$245,718TotalAmt
Program Services$193,248ProgramServicesAmt
Management And General$19,676ManagementAndGeneralAmt
Fundraising$32,794FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,153TotalAmt
Program Services$4,292ProgramServicesAmt
Management And General$1,073ManagementAndGeneralAmt
Fundraising$1,788FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,457TotalAmt
Program Services$15,855ProgramServicesAmt
Management And General$1,351ManagementAndGeneralAmt
Fundraising$2,251FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,795TotalAmt
Management And General$6,795ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,845TotalAmt
Management And General$15,845ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,372TotalAmt
Program Services$3,440ProgramServicesAmt
Management And General$5,932ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,735TotalAmt
Program Services$4,134ProgramServicesAmt
Management And General$975ManagementAndGeneralAmt
Fundraising$1,626FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,767TotalAmt
Program Services$4,210ProgramServicesAmt
Management And General$577ManagementAndGeneralAmt
Fundraising$980FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,707TotalAmt
Program Services$1,707ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,404TotalAmt
Program Services$1,009ProgramServicesAmt
Management And General$148ManagementAndGeneralAmt
Fundraising$247FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,541TotalAmt
Management And General$16,541ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER DIRECT COSTS$2,511,354$2,511,354
MANAGEMENT SERVICES CON$14,811$14,811
REPAIRS & MAINTENANCE$13,883$10,135$1,388$2,360
INSURANCE$12,308$8,985$1,231$2,092

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,793TotalAmt
Program Services$8,571ProgramServicesAmt
Management And General$1,578ManagementAndGeneralAmt
Fundraising$2,644FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,920,798TotalAmt
Program Services$2,800,906ProgramServicesAmt
Management And General$73,110ManagementAndGeneralAmt
Fundraising$46,782FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$317,118BOYAmt
EOY$103,106EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$517BOYAmt
EOY$1,587,272EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$340,430BOYAmt
EOY$237,521EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,035BOYAmt
EOY$1,749EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$331,158LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$140,826LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$206,873BOYAmt
EOY$190,332EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,711,895BOYAmt
EOY$215,948EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,580,868BOYAmt
EOY$2,335,928EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$771,317BOYAmt
EOY$447,284EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$50,875EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$771,317BOYAmt
EOY$498,159EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,514,949BOYAmt
EOY$1,543,167EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$294,602BOYAmt
EOY$294,602EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,809,551BOYAmt
EOY$1,837,769EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,580,868BOYAmt
EOY$2,335,928EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$28,218ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$937,149CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,247,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,682,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,359,286CurrentTaxYearMinus1YearAmt
Current Tax Year$2,907,202CurrentTaxYearAmt
Total$9,133,988TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$570CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$117CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$116CurrentTaxYearMinus2YearsAmt
Total$803TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$937,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,247,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,682,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,359,286CurrentTaxYearMinus1YearAmt
Current Tax Year$2,907,202CurrentTaxYearAmt
Total$9,134,791TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$9,134,791PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,401CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,412CurrentTaxYearMinus1YearAmt
Current Tax Year$20,899CurrentTaxYearAmt
Total$65,840TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,401CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,412CurrentTaxYearMinus1YearAmt
Current Tax Year$20,899CurrentTaxYearAmt
Total$65,840TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,800CurrentTaxYearMinus1YearAmt
Current Tax Year$20,915CurrentTaxYearAmt
Total$130,888TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$982,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,300,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,702,305CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,397,498CurrentTaxYearMinus1YearAmt
Current Tax Year$2,949,016CurrentTaxYearAmt
Total$9,331,519TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97890PublicSupportCY509Pct
Public Support PY5090.97580PublicSupportPY509Pct
Investment Income CY0.00710InvestmentIncomeCYPct
Investment Income PY0.00690InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$215,024OtherCostOrOtherBasisAmt
Depreciation$41,232DepreciationAmt
Book Value$173,792BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,472OtherCostOrOtherBasisAmt
Depreciation$50,472DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,662OtherCostOrOtherBasisAmt
Depreciation$49,122DepreciationAmt
Book Value$16,540BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$190,332TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (16 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PIMCO LOW DURATION CLASS A$13,068F
TEMPLETON GLOBAL FUND CLASS A$6,331F
VANGUARD MUTUAL FUNDS$62,287F
EATON VANCE FLOATING RATE HIGH$3,855F
MFS MUTUAL FUNDS$21,060F
NEW WORLD FUND CLASS F-2$6,637F
T ROWE PRICE FUNDS$20,319F
ISHARES FUNDS$21,458F
COHEN & STEERS REAL ESTATE FUND$6,959F
COLUMBIA OVERSEAS VALUE FUND$7,054F
DODGE & COX INCOME FUND$17,962F
NEW PERSPECTIVE FUND CLASS F-2$8,111F
NM FDIC INSURED DEPOSIT PROGRAM$5,611C
BLACKROCK MID CAP GROWTH FUND$2,327F
BROWN CAPITAL MANAGEMENT SMALL FUND$5,683F
GOLDMAN SACHS ABSOLUTE RETURN$7,226F
FieldValueIRS element (for citing)
Total Book Value Securities$215,948TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPPP LOANDesc
Amt$50,875Amt
FieldValueIRS element (for citing)
Total Liability$50,875TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,949,016TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,949,016RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,949,016TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,920,798TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,920,798ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,920,798TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH FIN 48.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF NORTH AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Cash Grant$11,555CashGrantAmt
Purpose Of GrantPROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY THROUGHOUT THE WORLD.PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TOPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ALAN KRUPNICK AND LAWRENCE MANDEL ARE RELATED, BROTHER-IN-LAWS. DAVID ROSEN AND LAUREN ROSEN ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 6THE BY-LAWS STATE THAT THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION AND ANY INDIVIDUAL 12 YEARS OR OLDER AND MAKES A MINIMUM PLEDGE IS A MEMBER AND CAN VOTE AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7AAT THE ANNUAL MEETING THE MEMBERSHIP VOTES FOR THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE AUDITED FINANCIAL STATEMENT AND DRAFT OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALL VENDORS ARE APPROVED BY THE DIRECTOR AND ALSO MONITORS THE BUSINESS RELATIONSHIPS TO ENSURE THAT NO CONFLICTS OF INTEREST EXIST.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.
N/AA DRAFT OF THE FINANCIAL STATEMENTS IS PROVIDED TO THE DIRECTORS FOR REVIEW. AFTER REVIEW BY THE PRESIDENT, TREASURER & EXECUTIVE DIRECTOR THE FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD FOR APPROVAL.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF NORTH AMERICABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN131624240EIN
Primary ActivitiesFUNDRAISING SUPPORTPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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