UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC (EIN 23-2215070)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-15
IRS object ID
202001369349301600
Schema version
2018v3.1
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)
Return2020-05-15T07:54:27-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M WOODPreparerPersonNm
PTINP00310420PTIN
Phone9084311700PhoneNum
Preparation2020-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.161.221.185IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-15IPDt
IP Tm08:40:22IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id74A4BCA4E333EE8E98544EB7972020B32D18FC1CAtSubmissionCreationDeviceId
At Submission Filing Device Id2D72A1720A40BAF8C6E91116F587AF915797A6E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

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$824,174GrossReceiptsAmt
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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$962,915PYContributionsGrantsAmt
CY Contributions Grants$659,972CYContributionsGrantsAmt
PY Program Service Revenue$33,023PYProgramServiceRevenueAmt
CY Program Service Revenue$94,516CYProgramServiceRevenueAmt
PY Investment Income$51,653PYInvestmentIncomeAmt
CY Investment Income$45,297CYInvestmentIncomeAmt
PY Other Revenue$352PYOtherRevenueAmt
CY Other Revenue$24,389CYOtherRevenueAmt
PY Total Revenue$1,047,943PYTotalRevenueAmt
CY Total Revenue$824,174CYTotalRevenueAmt
PY Grants And Similar Paid$561,696PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$527,649CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$295,715PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$251,502CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$110,571CYTotalFundraisingExpenseAmt
PY Other Expenses$170,834PYOtherExpensesAmt
CY Other Expenses$248,725CYOtherExpensesAmt
PY Total Expenses$1,028,245PYTotalExpensesAmt
CY Total Expenses$1,027,876CYTotalExpensesAmt
PY Revenues Less Expenses$19,698PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$203,702CYRevenuesLessExpensesAmt
Total Assets BOY$3,246,076TotalAssetsBOYAmt
Total Assets EOY$3,191,989TotalAssetsEOYAmt
Total Liabilities BOY$604,413TotalLiabilitiesBOYAmt
Total Liabilities EOY$708,837TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,641,663NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,483,152NetAssetsOrFundBalancesEOYAmt
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$775,776ExpenseAmt
Grant$527,649GrantAmt
Revenue$118,905RevenueAmt
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$775,776TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
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 Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
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 (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DONALD LEIBOWITZ
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
JERRY NEUMANN
CAMPAIGN CHAIR5.00Yes (X)Yes (X)$0$0$0
HOWARD COHEN
VP ALLOCATIONS5.00Yes (X)Yes (X)$0$0$0
JEREMY BLACK
VP OF FINANCE5.00Yes (X)Yes (X)$0$0$0
PAUL SCHINDEL
VP MARKETING5.00Yes (X)$0$0$0
MICHAEL FELDSTEIN
ISRAEL / OVERSEAS5.00Yes (X)$0$0$0
STEPHANIE WILL
SECRETARY5.00Yes (X)$0$0$0
KAREN ANDERSON
BOARD MEMBER1.00Yes (X)$0$0$0
DAN BRENT
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN CHEVLIN
BOARD MEMBER1.00Yes (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
MICHAEL KATZ
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
LISA TOBIAS
BOARD MEMBER1.00Yes (X)$0$0$0
MARISSA TREU
BOARD MEMBER1.00Yes (X)$0$0$0
NEIL WISE
BOARD MEMBER1.00Yes (X)$0$0$0
ALAN WALLACK
BOARD MEMBER1.00Yes (X)$0$0$0
RABBI BEN ADLER
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$659,972AllOtherContributionsAmt
Total Contributions$659,972TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAMSDesc
Business900099BusinessCd
Total Revenue Column$94,516TotalRevenueColumnAmt
Related Or Exempt Func Income$94,516RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$94,516TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,297TotalRevenueColumnAmt
Exclusion$45,297ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RECOVERY OF PRIOR ALLO900099$19,000$19,000
MISCELLANEOUS900099$5,389$5,389
FieldValueIRS element (for citing)
Other Revenue Total$24,389OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$824,174TotalRevenueColumnAmt
Related Or Exempt Func Income$118,905RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,297ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$527,649TotalAmt
Program Services$527,649ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$131,300TotalAmt
Program Services$45,955ProgramServicesAmt
Management And General$26,260ManagementAndGeneralAmt
Fundraising$59,085FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$92,254TotalAmt
Program Services$42,821ProgramServicesAmt
Management And General$47,110ManagementAndGeneralAmt
Fundraising$2,323FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,300TotalAmt
Program Services$2,502ProgramServicesAmt
Management And General$2,068ManagementAndGeneralAmt
Fundraising$1,730FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,648TotalAmt
Program Services$8,597ProgramServicesAmt
Management And General$7,105ManagementAndGeneralAmt
Fundraising$5,946FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,215TotalAmt
Management And General$16,215ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Program Services$100ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,452TotalAmt
Program Services$1,298ProgramServicesAmt
Management And General$857ManagementAndGeneralAmt
Fundraising$1,297FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,081TotalAmt
Program Services$12,740ProgramServicesAmt
Management And General$10,529ManagementAndGeneralAmt
Fundraising$8,812FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,376TotalAmt
Program Services$943ProgramServicesAmt
Management And General$780ManagementAndGeneralAmt
Fundraising$653FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,448TotalAmt
Program Services$4,943ProgramServicesAmt
Management And General$4,085ManagementAndGeneralAmt
Fundraising$3,420FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAMS$115,163$100,820$0$14,343
PROFESSIONAL FEES$16,728$901$15,827$0
NJ JEWISH NEWS$15,308$15,308$0$0
DUES & LICENSES$9,636$4,050$5,586$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$25,218TotalAmt
Program Services$7,149ProgramServicesAmt
Management And General$5,107ManagementAndGeneralAmt
Fundraising$12,962FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,027,876TotalAmt
Program Services$775,776ProgramServicesAmt
Management And General$141,529ManagementAndGeneralAmt
Fundraising$110,571FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$224,433BOYAmt
EOY$125,349EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$260,771BOYAmt
EOY$326,688EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$336,836BOYAmt
EOY$375,944EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,938BOYAmt
EOY$3,887EOYAmt

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$0BOYAmt
EOY$8,556EOYAmt
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$2,278,576BOYAmt
EOY$2,216,064EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,522BOYAmt
EOY$20,501EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,246,076BOYAmt
EOY$3,191,989EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$62,064BOYAmt
EOY$63,988EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$542,349BOYAmt
EOY$644,849EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$604,413BOYAmt
EOY$708,837EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$341,889BOYAmt
EOY$263,556EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$813,393BOYAmt
EOY$733,215EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,486,381BOYAmt
EOY$1,486,381EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,641,663BOYAmt
EOY$2,483,152EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,246,076BOYAmt
EOY$3,191,989EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$203,702ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$45,191NetUnrlzdGainsLossesInvstAmt
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$913,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,024,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,432,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$962,915CurrentTaxYearMinus1YearAmt
Current Tax Year$659,972CurrentTaxYearAmt
Total$4,993,774TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$913,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,024,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,432,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$962,915CurrentTaxYearMinus1YearAmt
Current Tax Year$659,972CurrentTaxYearAmt
Total$4,993,774TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,993,774PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,862CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,653CurrentTaxYearMinus1YearAmt
Current Tax Year$45,297CurrentTaxYearAmt
Total$187,258TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,031CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$352CurrentTaxYearMinus1YearAmt
Current Tax Year$24,389CurrentTaxYearAmt
Total$36,476TotalAmt
FieldValueIRS element (for citing)
Total Support$5,217,508TotalSupportAmt
Gross Receipts Rltd Activities$190,866GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95710PublicSupportCY170Pct
Public Support PY1700.97190PublicSupportPY170Pct
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$1,512,142BeginningYearBalanceAmt
Investment Earnings Or Losses-$795InvestmentEarningsOrLossesAmt
End Year Balance$1,511,347EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$472,204BeginningYearBalanceAmt
Contributions$306,000ContributionsAmt
Investment Earnings Or Losses-$2,583InvestmentEarningsOrLossesAmt
End Year Balance$775,621EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$470,937BeginningYearBalanceAmt
Investment Earnings Or Losses$1,267InvestmentEarningsOrLossesAmt
End Year Balance$472,204EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01650BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.98350PrmnntEndowmentBalanceEOYPct
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$2,216,064BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,216,064TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescALLOCATIONS PAYABLEDesc
Amt$644,849Amt
FieldValueIRS element (for citing)
Total Liability$644,849TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$853,150TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$45,191NetUnrealizedGainsInvstAmt
Revenue Not Reported$45,191RevenueNotReportedAmt
Revenue Subtotal$807,959RevenueSubtotalAmt
Investment Expenses Not Incld$16,215InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$16,215RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$824,174TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,011,661TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,011,661ExpensesSubtotalAmt
Investment Expenses Not Incld2$16,215InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$16,215ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,027,876TotalExpensesPerForm990Amt

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)$21,500CHARITABLE PURPOSE
(no name)
CHARITABLE PURPOSE
JEWISH COMMUNITY CENTER
4 PRINCESS ROADLAWRENCEVILLENJ08648210637383501(C)(3)$40,000CHARITABLE PURPOSE
JEWISH FAMILY AND CHILDRENS SERVICES
707 ALEXANDER ROADPRINCETONNJ08540210364563501(C)(3)$94,000CHARITABLE PURPOSE
GREENWOOD HOUSE
53 WALTERS ROADTRENTONNJ08691210639867501(C)(3)$65,000CHARITABLE PURPOSE
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAYNEW YORKNY10004131624240501(C)(3)$198,449CHARITABLE 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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