2021-11-12T13:08:20-06:00 2020-12-31 383635706 REHMANN ROBSON LLC 7124 W CENTRAL AVE TOLEDO OH 43617 990 2020-07-01 344428259 JEWISH FEDERATION OF GREATER TOLEDO JEWI 4198854461 6465 SYLVANIA AVE SYLVANIA OH 43560 TINA STIEBEN CFO 4198854461 2021-11-11 1 TINA STIEBEN 999009999 KRISTEN G MORSE CPA P01034447 4198658118 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TINA STIEBEN 6465 SYLVANIA AVE SYLVANIA OH 43560 4927673 0 X WWW.JEWISHTOLEDO.ORG X 1904 OH THROUGH THE GENEROUS SUPPORT OF OUR DONORS, WE PROVIDE PROGRAMS AND SERVICES TO ENHANCE THE HEALTH, WELFARE, EDUCATION, AND CULTURAL AWARENESS OF THE ENTIRE JEWISH COMMUNITY AND ISRAEL. 16 16 46 30 4464 0 6400490 3381631 437132 286127 701252 419957 346355 32569 7885229 4120284 1455207 650716 0 0 1353727 1015161 0 0 545167 1167063 690927 3975997 2356804 3909232 1763480 34776137 41198224 1206746 1017403 33569391 40180821 X 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. 1 0 1139737 650716 254731 DEPARTMENT OF JEWISH PROGRAMS - PROVIDES JEWISH PROGRAMS, EVENTS AND OPPORTUNITIES FOR JEWISH COMMUNITY OF TOLEDO FROM PJ LIBRARY TO NEXT GENERATION. SEEKS TO ENGAGE JEWISH FAMILIES TO ENHANCE THEIR JEWISH LIFE AND VALUES THROUGH OVERNIGHT CAMP, MUSIC, ART, FOOD AND HOLIDAY TRADITIONS.THE LOCAL COMMUNITY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN ALONG WITH LONGTERM RESOURCE DEVELOPMENT THROUGH ITS FOUNDATION (TOLEDO JEWISH COMMUNITY FOUNDATION) IN ORDER TO CARRY OUT THESE NEEDS. 165531 56501 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. 237764 JEWISH FAMILY SERVICES - THROUGH A COMPREHENSIVE RANGE OF SERVICES, JFS HELPS SENIORS REMAIN INDEPENDENT AND CONNECTED TO THE COMMUNITY, REDUCES HUNGER, AND EMPOWERS CHILDREN TO THRIVE. JFS SERVES PEOPLE IN NEED, INCLUSIVE OF ALL AGES, RACES, RELIGIONS, ETHNICITIES, GENDERS, SEXUAL ORIENTATIONS AND ABILITIES. EACH YEAR, JFS SUPPORTS THE EMOTIONAL AND PHYSICAL WELL-BEING OF MORE THAN 50,000 CHILDREN, FAMILIES, AND SENIORS IN THE ST. LOUIS COMMUNITY. 122970 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 CEMETERY IS LOCATED AT BETH SHALOM CEMETERY IN OREGON, OHIO. 122970 1666002 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 1 46 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X TINA M STIEBEN CFO 4197240371 6465 SYLVANIA AVE SYLVANIA OH 43560 ERIC DUBOW IMMEDIATE PAST PRESIDENT 5.00 2.00 X 0 0 0 DAN STEINBERG TJCF CHAIRMAN 5.00 2.00 X 0 0 0 GAIL MIRROW SYNAGOGUE REPRESENTATIVE 5.00 X 0 0 0 JOANNE RUBIN TBJE PRESIDENT 5.00 0.10 X 0 0 0 KEN BROCHIN JEWISH SENIOR SERVICE PRESIDENT 5.00 4.00 X 0 0 0 TOM KASLE TRUSTEE 5.00 5.00 X 0 0 0 SHEILA ODESKY CAMPAIGN CHAIR 5.00 2.00 X 0 0 0 ROSS CHABAN JFS PRESIDENT 5.00 6.00 X 0 0 0 SUE ANN HOCHBERG JCRC CHAIR 5.00 X 0 0 0 CORY RUSSELL SYNAGOGUE REPRESENTATIVE 5.00 X 0 0 0 STEVE MARCUS SYNAGOGUE REPRESENTATIVE 5.00 X 0 0 0 TAMARA GREEN TRUSTEE 5.00 X 0 0 0 LAURIE GROSS VICE PRESIDENT 5.00 2.00 X 0 0 0 RICHARD RUSGO PRESIDENT 5.00 2.00 X 0 0 0 MARK GREENBLATT TREASURER 5.00 2.00 X 0 0 0 GARY DELMAN SECRETARY 5.00 2.00 X 0 0 0 TINA STIEBEN CFO 40.00 9.10 X 106771 0 2358 STEPHEN ROTHSCHILD EXECUTIVE DIRECTOR 40.00 3.10 X 165747 0 11707 ARLEEN LEVINE DIRECTOR TJCF 40.00 1.00 X 163622 0 64 436140 0 14129 3 0 1 0 0 586 1766229 401900 1212916 1331317 3381631 MANAGEMENT FEES 541610 204741 204741 TUITION 611710 56501 56501 PROGRAM REVENUE 541610 20421 20421 ADVERTISING 541800 4464 4464 286127 387879 387879 3000 0 3000 3000 3000 839467 807389 32078 32078 32078 OHIO WORKERS COMP REFU 900099 26089 26089 MISCELLANEOUS 900099 3480 3480 29569 4120284 311232 4464 422957 649021 649021 1695 1695 146866 31430 46117 69319 673823 525712 30167 117944 128087 99887 8051 20149 66385 48704 4869 12812 37533 21157 4585 11791 15112 10819 2740 1553 41427 27307 8025 6095 128875 70638 29681 28556 6384 6244 89 51 25556 25556 10125 5013 5112 47643 10196 4750 32697 SERVICE CHARGES 181582 658 180924 EVENT EXPENSES 124718 108809 370 15539 DUES AND ACCREDITATION 71112 22694 1079 47339 STAFF DEVELOPMENT 460 460 400 2 398 2356804 1666002 145635 545167 3775920 3683363 73404 12832 2443 28437 41902 81848 523660 350848 130799 172812 27702549 32364061 3049120 4854871 34776137 41198224 34703 20889 441749 279041 730294 717473 1206746 1017403 X 15482913 18391972 18086478 21788849 33569391 40180821 34776137 41198224 X 1763480 4357040 490910 X X 1 X 0 1 0 X 3548723 2048420 2493618 2007396 3381631 13479788 3548723 2048420 2493618 2007396 3381631 13479788 389980 13089808 717860 937328 637919 713285 390879 3397271 10886 9783 11562 11371 4464 48066 16925125 2216132 0.77340 0.73570 X PART II, SHORT YEAR EXPLANATION: THE JEWISH FEDERATION OF GREATER TOLEDO CHANGED ACCOUNTING PERIODS FROM A 6/30 FISCAL YEAR TO A 12/31 CALENDAR YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63 288786 244712 7127759 1 1 2127134 0 343764 32849 2438049 2140422 118 52001 65407 2127134 2623732 53049 100241 162250 474350 2140422 2472502 5539 173140 27449 2623732 2426967 1660 260736 216861 2472502 1.00000 0 0 31525 31525 477835 336548 141287 14300 14300 0 172812 CASH SURRENDER VALUE OF LIFE INSURANCE 1446393 BENEFICIAL INTEREST IN PERPETUAL TRUST 3231764 INVESTMENTS HELD BY AFFILIATED ORGANIZATION 176714 4854871 TRUST PAYABLE TO OTHERS 540620 INVESTMENTS HELD FOR ASSOCIATED ORGANIZATION 176853 717473 X 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. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2017 THROUGH 2020, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2020. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTB'S AT DECEMBER 31, 2020 AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. 1 CHABAD HOUSE 2728 KING RD TOLEDO OH 43617 341585242 501(C)(3) 33500 GRANT CONGREGATION B'NAI ISRAEL 6525 SYLVANIA AVE SYLVANIA OH 43560 344437103 501(C)(3) 46307 GRANT CONGREGATION ETZ CHAYIM 3853 WOODLEY RD TOLEDO OH 43606 344440050 501(C)(3) 41694 GRANT CONGREGATION SHOMER EMUNIM 6453 SYLVANIA AVE SYLVANIA OH 43560 344455619 501(C)(3) 7000 GRANT FRIENDS OF JERUSALEM ACADEMY OF MUSIC AND DANCE 9595 WILSHIRE BLVD STE 600 BEVERLY HILLS CA 902122506 202712287 501(C)(3) 10000 GRANT FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10165 133156445 501(C)(3) 13800 GRANT JEWISH FEDERATIONS OF NORTH AMERICA 111 EIGHTH AVE NEW YORK NY 10011 131624240 501(C)(3) 105985 GRANTS OREGON JEWISH COMMUNITY FOUNDATION 1618 SW FIRST AVENUE STE 210 PORTLAND OR 972015721 931019725 501(C)(3) 27250 GRANT TOLEDO MUSEUM OF ART PO BOX 1013 TOLEDO OH 43697 344434678 501(C)(3) 8500 GRANT STOCKTON UNIVERSITY FOUNDATION 101 VERA KING FARRIS DRIVE SUITE K GALLOWAY NJ 082059441 221957406 501(C)(3) 25000 GRANT UJC HOLDINGS COMPANY INC 6465 SYLVANIA AVE SYLVANIA OH 43560 344428223 501(C)(3) 29547 GRANT 11 0 PART I, LINE 2: GRANTS AND ALLOCATIONS ARE PRESENTED AND APPROVED THROUGH THE BUDGET PROCESS AND THEN MONITORED MONTHLY BY THE CFO, 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 ISRAEL 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 STEPHEN ROTHSCHILD EXECUTIVE DIRECTOR 163054 0 0 0 2693 0 0 0 11707 0 177454 0 0 0 ARLEEN LEVINE DIRECTOR TJCF 149283 0 0 0 14339 0 0 0 64 0 163686 0 0 0 X 3 27728 FMV X FURNITURE, FIXTURES, EQUIPMENT, CEMETERY LOTS AND OTHER ASSETS 2 1303589 FMV 0 1 1 PART I, COLUMN (B): LINE 25 CONTRIBUTIONS - ON SEPTEMBER 14, 2020 TWO ENTITIES RELATED TO THE JEWISH FEDERATION OF GREATER TOLEDO, JEWISH FAMILY SERVICE OF TOLEDO AND TOLEDO BOARD OF JEWISH EDUCATION, TRANSFERRED CASH & REMAINING NONCASH ASSETS AND MERGED INTO THE JEWISH FEDERATON OF GREATER TOLEDO. FORM 990, PART III, LINE 2 ON SEPTEMBER 14, 2020 THE JEWISH FEDERATION OF GREATER TOLEDO HAD TWO OF ITS RELATED ENTITIES, THE TOLEDO BOARD OF JEWISH EDUCATION AND JEWISH FAMILY SERVICES OF TOLEDO, TRANSFER ALL OF THEIR ASSETS AND MERGE WITH THE ORGANIZATION. AS A RESULT, THE TWO MERGED ENTITIES BECAME TWO NEW PROGRAM SERVICES, EDUCATION AND FAMILY SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE JEWISH COMMUNITY VOTES ON BOARD MEMBERS AND ANY CHANGES TO THE BYLAWS OF JEWISH FEDERATION OF GREATER TOLEDO AT THE ANNUAL MEETING. 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 ALL DECISIONS REGARDING CHANGES TO THE BYLAWS OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL OF THE JEWISH COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED AT A BOARD MEETING FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE STATEMENTS ARE COMPLETED AND SENT TO THE PRESIDENT AS WELL AS KEPT ON HAND AT THE ADMINISTRATION OFFICE. FORM 990, PART VI, SECTION B, LINE 15 DATA IS GATHERED BY THE OFFICERS OF THE BOARD, REVIEWED AND APPROVED. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, 990-T AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND CAN ALSO BE ACCESSED THROUGH OUR WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE BOTH AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 391,932. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 98,978. FORM 990, PART XII, LINE 2C: THE PROCESS USED HAS NOT CHANGED. 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 12B, II 0 TOLEDO BOARD OF JEWISH EDUCATION 6465 SYLVANIA AVE SYLVANIA OH 43560 340943526 PROMOTE JEWISH LEARNING OH 501(C)(3) LINE 2 0 JEWISH FAMILY SERVICES 6465 SYLVANIA AVE SYLVANIA OH 43560 344428257 PROVIDE SOCIAL SERVICES AND ASSIST NEED BASED FAMILIES IN THE COMMUNITY OH 501(C)(3) LINE 7 0 JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION 6465 SYLVANIA AVE SYLVANIA OH 43560 542067407 SUPPORT SERVICES AND PROGRAMS FOR THE JEWISH COMMUNITY OH 501(C)(3) LINE 12B, II 0 JEWISH SENIOR SERVICES OF TOLEDO INC 6465 SYLVANIA AVE SYLVANIA OH 43560 344434205 SUPPORT SERVICES AND PROGRAMS FOR THE 60+ JEWISH COMMUNITY OH 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 JEWISH FAMILY SERVICES C 958539 FMV TOLEDO BOARD OF JEWISH EDUCATION C 466609 FMV JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION C 316081 CASH JEWISH SENIOR SERVICES Q 52774 CASH