UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC: Form 990, tax year 2019

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Organization
UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC (EIN 23-2215070)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202121349349305307
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T14:09:52-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223604710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES M WOOD CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1603B OMNI DRIVEAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08844ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232215070EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED JEWISH FEDERATION OF PRINCETONBusinessNameLine1Txt
Business Name Line2MERCER BUCKS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK MERKOVITZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6092190555PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M WOODPreparerPersonNm
PTINP00310420PTIN
Phone9084311700PhoneNum
Preparation2021-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK MERKOVITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$966,199GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHPMB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1931FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionSTRENGTHENS JEWISH LIFE AND VALUES BY UNDERWRITING EDUCATIONAL PROGRAMMING AND SOCIAL SERVICES.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$659,972PYContributionsGrantsAmt
CY Contributions Grants$894,048CYContributionsGrantsAmt
PY Program Service Revenue$94,516PYProgramServiceRevenueAmt
CY Program Service Revenue$7,343CYProgramServiceRevenueAmt
PY Investment Income$45,297PYInvestmentIncomeAmt
CY Investment Income$26,198CYInvestmentIncomeAmt
PY Other Revenue$24,389PYOtherRevenueAmt
CY Other Revenue$38,610CYOtherRevenueAmt
PY Total Revenue$824,174PYTotalRevenueAmt
CY Total Revenue$966,199CYTotalRevenueAmt
PY Grants And Similar Paid$527,649PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$543,350CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$251,502PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$242,838CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$114,854CYTotalFundraisingExpenseAmt
PY Other Expenses$248,725PYOtherExpensesAmt
CY Other Expenses$164,483CYOtherExpensesAmt
PY Total Expenses$1,027,876PYTotalExpensesAmt
CY Total Expenses$950,671CYTotalExpensesAmt
PY Revenues Less Expenses-$203,702PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,528CYRevenuesLessExpensesAmt
Total Assets BOY$3,191,989TotalAssetsBOYAmt
Total Assets EOY$3,014,995TotalAssetsEOYAmt
Total Liabilities BOY$708,837TotalLiabilitiesBOYAmt
Total Liabilities EOY$527,480TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,483,152NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,487,515NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS TO PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES IN OUR COMMUNITY, THE STATE OF ISRAEL, AND THROUGHOUT THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$673,348ExpenseAmt
Grant$543,350GrantAmt
Revenue$45,953RevenueAmt
DescTHE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS THE JEWISH COMMUNITY'S CENTRAL FUNDRAISING AND PLANNING ORGANIZATION WITH ITS ROOTS DATING BACK TO SEPTEMBER 1929. THE FEDERATION RAISES FUNDS THROUGH ANNUAL AND DIRECTED CAMPAIGNS. FUNDS ARE DISTRIBUTED TO DOZENS OF LOCAL, NATIONAL AND INTERNATIONAL AGENCIES / PROGRAMS SUPPORTING JEWISH COMMUNITIES. THE FUNDS ARE USED TO FEED THE HUNGRY, EDUCATE STUDENTS OF ALL AGES, CARE FOR THE YOUNG AND OLD, FIGHT ANTI-SEMITISM, AND PROMOTE JEWISH CULTURE AND CONTINUITY.Desc
Total Program Service Expenses$673,348TotalProgramServiceExpensesAmt
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 EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
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 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
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 Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DONALD LEIBOWITZ
BOARD MEMBER5.00Yes (X)$0$0$0
JERRY NEUMANN
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
HOWARD COHEN
VP ALLOCATIONS5.00Yes (X)$0$0$0Yes (X)
JEREMY BLACK
VP MARKETING5.00Yes (X)$0$0$0Yes (X)
ADELE AGIN
VP TREASURER5.00Yes (X)$0$0$0Yes (X)
MICHAEL FELDSTEIN
VP ISRAEL/OVERSEAS5.00Yes (X)$0$0$0Yes (X)
STEPHANIE WILL
CAMPAIGN CO-CHAIR5.00Yes (X)$0$0$0
DAN BRENT
SECRETARY5.00Yes (X)$0$0$0Yes (X)
BRIAN CHEVLIN
CAMPAIGN CO-CHAIR1.00Yes (X)$0$0$0
ROB DAVIDSON
BOARD MEMBER1.00Yes (X)$0$0$0
ELIOT FREEMAN
BOARD MEMBER1.00Yes (X)$0$0$0
MARSHA FREEMAN
BOARD MEMBER1.00Yes (X)$0$0$0
DAN HERSCOVICI
BOARD MEMBER1.00Yes (X)$0$0$0
JASON KRANE
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT LEVINE
BOARD MEMBER1.00Yes (X)$0$0$0
CAROL POLLARD
BOARD MEMBER1.00Yes (X)$0$0$0
MARISSA TREU
BOARD MEMBER1.00Yes (X)$0$0$0
RABBI BEN ADLER
EX OFFICIO1.00Yes (X)$0$0$0
JUDY AXELROD
BOARD MEMBER1.00Yes (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 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$894,048AllOtherContributionsAmt
Total Contributions$894,048TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAMSDesc
Business900099BusinessCd
Total Revenue Column$7,343TotalRevenueColumnAmt
Related Or Exempt Func Income$7,343RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,343TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,198TotalRevenueColumnAmt
Exclusion$26,198ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRECOVERY OF PRIOR ALLODesc
Business900099BusinessCd
Total Revenue Column$38,610TotalRevenueColumnAmt
Related Or Exempt Func Income$38,610RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$38,610OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$966,199TotalRevenueColumnAmt
Related Or Exempt Func Income$45,953RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$26,198ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$543,350TotalAmt
Program Services$543,350ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$125,000TotalAmt
Program Services$43,750ProgramServicesAmt
Management And General$25,000ManagementAndGeneralAmt
Fundraising$56,250FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$90,841TotalAmt
Program Services$32,658ProgramServicesAmt
Management And General$50,264ManagementAndGeneralAmt
Fundraising$7,919FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,300TotalAmt
Program Services$2,230ProgramServicesAmt
Management And General$2,197ManagementAndGeneralAmt
Fundraising$1,873FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,697TotalAmt
Program Services$7,327ProgramServicesAmt
Management And General$7,217ManagementAndGeneralAmt
Fundraising$6,153FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,600TotalAmt
Management And General$12,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,221TotalAmt
Management And General$26,221ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,835TotalAmt
Program Services$2,974ProgramServicesAmt
Management And General$6,106ManagementAndGeneralAmt
Fundraising$1,755FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$663TotalAmt
Program Services$663ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,943TotalAmt
Program Services$1,742ProgramServicesAmt
Management And General$1,364ManagementAndGeneralAmt
Fundraising$1,837FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$31,639TotalAmt
Program Services$11,201ProgramServicesAmt
Management And General$11,032ManagementAndGeneralAmt
Fundraising$9,406FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,133TotalAmt
Program Services$755ProgramServicesAmt
Management And General$744ManagementAndGeneralAmt
Fundraising$634FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,191TotalAmt
Program Services$4,669ProgramServicesAmt
Management And General$4,600ManagementAndGeneralAmt
Fundraising$3,922FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
NJ JEWISH NEWS$16,268$16,268
PROGRAMS$14,211$14,211
DUES & LICENSES$10,222$10,222
TELEPHONE$6,214$2,200$1,847$2,167

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,343TotalAmt
Program Services$3,561ProgramServicesAmt
Management And General$2,735ManagementAndGeneralAmt
Fundraising$9,047FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$950,671TotalAmt
Program Services$673,348ProgramServicesAmt
Management And General$162,469ManagementAndGeneralAmt
Fundraising$114,854FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$125,349BOYAmt
EOY$176,501EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$326,688BOYAmt
EOY$298,674EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$375,944BOYAmt
EOY$320,814EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,887BOYAmt
EOY$2,211EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$115,000BOYAmt
EOY$115,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,556BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,527LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,527LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,216,064BOYAmt
EOY$2,082,760EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,501BOYAmt
EOY$19,035EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,191,989BOYAmt
EOY$3,014,995EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$63,988BOYAmt
EOY$57,069EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$37,252EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$644,849BOYAmt
EOY$433,159EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$708,837BOYAmt
EOY$527,480EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$263,556BOYAmt
EOY$402,085EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,219,596BOYAmt
EOY$2,085,430EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,483,152BOYAmt
EOY$2,487,515EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,191,989BOYAmt
EOY$3,014,995EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$15,528ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,165NetUnrlzdGainsLossesInvstAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,024,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,432,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$962,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$659,972CurrentTaxYearMinus1YearAmt
Current Tax Year$894,048CurrentTaxYearAmt
Total$4,973,839TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,024,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,432,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$962,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$659,972CurrentTaxYearMinus1YearAmt
Current Tax Year$894,048CurrentTaxYearAmt
Total$4,973,839TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,973,839PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,241CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,297CurrentTaxYearMinus1YearAmt
Current Tax Year$26,198CurrentTaxYearAmt
Total$182,594TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,662CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$352CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,389CurrentTaxYearMinus1YearAmt
Current Tax Year$38,610CurrentTaxYearAmt
Total$72,044TotalAmt
FieldValueIRS element (for citing)
Total Support$5,228,477TotalSupportAmt
Gross Receipts Rltd Activities$187,096GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95130PublicSupportCY170Pct
Public Support PY1700.95710PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,511,347BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,511InvestmentEarningsOrLossesAmt
End Year Balance$1,509,836EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,512,142BeginningYearBalanceAmt
Investment Earnings Or Losses-$795InvestmentEarningsOrLossesAmt
End Year Balance$1,511,347EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,449,589BeginningYearBalanceAmt
Contributions$62,067ContributionsAmt
Investment Earnings Or Losses$486InvestmentEarningsOrLossesAmt
End Year Balance$1,512,142EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$775,621BeginningYearBalanceAmt
Contributions$661,276ContributionsAmt
Investment Earnings Or Losses$12,692InvestmentEarningsOrLossesAmt
End Year Balance$1,449,589EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$472,204BeginningYearBalanceAmt
Contributions$306,000ContributionsAmt
Investment Earnings Or Losses-$2,583InvestmentEarningsOrLossesAmt
End Year Balance$775,621EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01550BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98450PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,527OtherCostOrOtherBasisAmt
Depreciation$5,527DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED INVESTMENTSDesc
Book Value$2,082,760BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,082,760TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescALLOCATIONS PAYABLEDesc
Amt$433,159Amt
FieldValueIRS element (for citing)
Total Liability$433,159TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$928,813TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$11,165NetUnrealizedGainsInvstAmt
Revenue Not Reported-$11,165RevenueNotReportedAmt
Revenue Subtotal$939,978RevenueSubtotalAmt
Investment Expenses Not Incld$26,221InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$26,221RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$966,199TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$924,450TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$924,450ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,221InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$26,221ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$950,671TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVEYARDLEYPA19067216001415501(C)(3)$19,350CHARITABLE PURPOSE
(no name)
CHARITABLE PURPOSE
JEWISH COMMUNITY CENTER
4 PRINCESS ROADLAWRENCEVILLENJ08648210637383501(C)(3)$36,000CHARITABLE PURPOSE
JEWISH FAMILY AND CHILDRENS SERVICES
707 ALEXANDER ROADPRINCETONNJ08540210364563501(C)(3)$84,600CHARITABLE PURPOSE
GREENWOOD HOUSE
53 WALTERS ROADTRENTONNJ08691210639867501(C)(3)$58,500CHARITABLE PURPOSE
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAYNEW YORKNY10004131624240501(C)(3)$156,000CHARITABLE PURPOSE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR EXEMPT STATUS TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2CERTAIN BOARD MEMBERS ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 6INDIVIDUAL MEMBERS - ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS - ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTING RIGHTS OR POWERS.
FORM 990, PART VI, SECTION A, LINE 7AA NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNATED BY THE BOARD, ARE ELECTED AT THE ANNUAL MEETING BY THE GENERAL MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE COMMITTEE REVIEWS FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS AVAILABLE FOR REVIEW UPON REQUEST PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15THE FEDERATION HAS AN ADMINISTRATION AND PERSONNEL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATION TO THE BOARD FOR APPROVAL IF NECESSARY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:SAME AS PRIOR YEAR.

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