2020-11-13T09:57:42-06:00 2019-12-31 341897225 HILL BARTH & KING LLC 6603 SUMMIT DRIVE CANFIELD OH 44406 990 2019-01-01 340714442 YOUNGSTOWN AREA JEWISH FEDERATION YOUN 3307463251 505 GYPSY LANE YOUNGSTOWN OH 44504 ANDREW LIPKIN EXECUTIVE VICE PRESIDENT 3307463251 2020-11-12 1 DAVID J BLASKO P00045667 3307588613 2020-11-12 198.167.186.164 2020-11-12 13:48:50 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C7C0B0E61344CF9FCD7719028B9A276B8DEEA8EF 2019 2021-01-29 14:40:06Z ANDREW LIPKIN 505 GYPSY LANE YOUNGSTOWN OH 44504 13735925 0 X WWW.JEWISHYOUNGSTOWN.ORG X 1935 OH THE MISSION OF THE YOUNGSTOWN AREA JEWISH FEDERATION IS TO SUSTAIN AND ENRICH THE QUALITY OF LIFE FOR THE JEWISH PEOPLE REGIONALLY, IN ISRAEL AND WORLDWIDE. X 29 26 449 112 35735 42663 3653512 3219441 9678901 9868598 743551 1316 109430 592857 14185394 13682212 3069786 38425303 0 0 7983210 8857863 0 0 245222 4633105 4870711 15686101 52153877 -1500707 -38471665 56296352 18497381 10971307 11644001 45325045 6853380 X THE MISSION OF THE YOUNGSTOWN AREA JEWISH FEDERATION IS TO SUSTAIN AND ENRICH THE QUALITY OF LIFE FOR THE JEWISH PEOPLE REGIONALLY, IN ISRAEL AND WORLDWIDE. WE ARE GUIDED BY THE VALUES OF TZEDKAH (RIGHTEOUSNESS), KLAL YISRAEL (THE RESPONSIBILITY OF EACH JEW FOR ANOTHER), DOR L'DOR (THE CONTINUITY OF THE JEWISH PEOPLE), AND TIKKUN OLAM (REPAIRING THE WORLD). TO ACCOMPLISH THIS MISSION, THE FEDERATION:1. IDENTIFIES AND ADDRESSES NEEDS THROUGH THE COORDINATION AND PROVISION OF SERVICES BY THE FEDERATION AND ITS AGENCIES, AND IN PARTNERSHIP WITH JEWISH ORGANIZATIONS AND CONGREGATIONS2. PERPETUATES JEWISH VALUES THROUGH EDUCATION, LEADERSHIP DEVELOPMENT, AND INVOLVEMENT IN JEWISH ACTIVITIES3. FOSTERS A SENSE OF UNITY IN THE JEWISH COMMUNITY4. PROMOTES AND PROTECTS THE CIVIC, ECONOMIC AND RELIGIOUS RIGHTS OF THE JEWISH PEOPLE5. RAISES AND ALLOCATES FUNDS. 0 0 7108522 6804147 HERITAGE MANOR NURSING HOME PROVIDES GERIATRIC RESIDENTIAL CARE. 38425303 38425303 463191 GRANTS AND ALLOCATIONS TO VARIOUS CHARITABLE ORGANIZATIONS FOR SPECIFICPURPOSES. 3496540 2004592 JEWISH COMMUNITY CENTER PROVIDES SOCIAL, RECREATIONAL, CULTURAL, PHYSICAL EDUCATION, NURSERY SCHOOL, DAY CARE, AND OTHER COMMUNITY SERVICES. 536334 167633 JEWISH FAMILY SERVICES PROVIDES GENERAL SOCIAL CASE WORK ANDGUARDIANSHIPS 75179 0 JEWISH JOURNAL 89989 0 JEWISH COMMUNITY RELATIONS COUNCIL 930436 929640 LEVY GARDENS PROVIDES ASSISTED LIVING HOUSING FOR SENIORS 1631938 1097273 50662303 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 1 58 0 449 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 29 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH PA X DAVID J STAUFFER 3307463250 505 GYPSY LANE YOUNGSTOWN OH 44504 ALAN MIRKIN BOARD MEMBER 1.00 X 0 0 0 ANDI BAROFF BOARD MEMBER 1.00 X 0 0 0 ATTY ALAN KRETZER IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 NANCY WAGNER BOARD MEMBER 1.00 X 0 0 0 ATTY NEIL SCHOR BOARD MEMBER 1.00 X 0 0 0 ATTY PETER GRINSTEIN BOARD MEMBER 1.00 X 0 0 0 ATTY ROBERT LEV BOARD MEMBER 1.00 X 0 0 0 ATTY SAM SHAPIRO TREASURER 1.00 X X 0 0 0 BRUCE LEV BOARD MEMBER 1.00 X 0 0 0 BRUCE SHERMAN BOARD MEMBER 1.00 X 0 0 0 BRUCE TAMARKIN BOARD MEMBER 1.00 X 0 0 0 DR MARK PERLMAN BOARD MEMBER 1.00 X 0 0 0 DR RONALD ROTH BOARD MEMBER 1.00 X 0 0 0 FLORENCE HARSHMAN BOARD MEMBER 1.00 X 0 0 0 GERALD PESKIN BOARD MEMBER 1.00 X 0 0 0 IRVING LEV BOARD MEMBER 1.00 X 0 0 0 ATTY JAMES PAZOL BOARD MEMBER 1.00 X 0 0 0 LEE BURDMAN SECRETARY 1.00 X X 0 0 0 LOUIS R EPSTEIN BOARD MEMBER 1.00 X 0 0 0 MARC RUBIN BOARD MEMBER 1.00 X 0 0 0 MYRA BENEDIKT BOARD MEMBER 1.00 X 0 0 0 NEIL KABACK BOARD MEMBER 1.00 X 0 0 0 RICHARD MARLIN PRESIDENT 1.00 X X 0 0 0 SAM ROTH BOARD MEMBER 1.00 X 0 0 0 SUZYN SCHWEBEL-EPSTEIN BOARD MEMBER 1.00 X 0 0 0 ALICE FRANKLIN BOARD MEMBER 1.00 X 0 0 0 THOMAS SHAPIRO BOARD MEMBER 1.00 X 0 0 0 WENDY WEISS BOARD MEMBER 1.00 X 0 0 0 WILLIAM BENEDIKT BOARD MEMBER 1.00 X 0 0 0 ANDREW LIPKIN EXECUTIVE VICE PRESIDENT 40.00 X 164911 0 5009 DAVID STAUFFER CFO 40.00 X 144740 0 22006 MICHAEL RAWL JCC EXECUTIVE DIRECTOR 40.00 X 136111 0 10455 CRISTAL VINCENT NURSING HOME ADMINISTRATOR 40.00 X 135821 0 4157 581583 0 41627 4 0 1 0 PREMIER THERAPY 110 CENTRAL SQUARE DRIVE BEAVER PA 15010 THERAPY SERVICES 472605 ALLENS PHARMACY 520 GYPSY LANE YOUNGSTOWN OH 44504 PRESCRIPTION DRUGS 251269 GORDON FOOD SERVICE 2725 NILES CORTLAND ROAD WARREN OH 44484 FOOD 222217 UNITED MEDICAL 708 MARKS RD SUITE 308 VALLEY CITY OH 44280 MEDICAL SUPPLIES 118721 4 66190 111164 3042087 3219441 HERITAGE MANOR 900099 6804147 6804147 JEWISH COMMUNITY CENTER 900099 1967178 1967178 LEVY GARDENS 900099 929640 929640 JEWISH FAMILY SERVICES 900099 167633 167633 9868598 1316 1316 10800 880 9920 9920 9920 41636 111164 52833 -11197 -11197 MONEY MANAGER FEES 900099 463191 463191 MISCELLANEOUS INCOME 900099 83674 37414 35079 11181 ADMINISTRATIVE SERVICES 900099 46613 46613 656 656 594134 13682212 10369203 35735 57833 38425303 38425303 623210 139978 483232 6529928 6037440 378051 114437 237800 192309 40729 4762 833976 730373 102633 970 632949 559371 65248 8330 59232 41339 14893 3000 116396 88747 9437 18212 9832 9832 681669 681669 89646 81796 7850 300644 231487 60364 8793 138 138 296290 296290 132864 101473 27833 3558 684697 665190 19507 113518 98549 8160 6809 MEDICAL AND DRUGS 428421 428421 0 0 PROGRAM SERVICES 410313 410313 0 0 DIETARY COSTS 395173 395173 0 0 TAXES AND LICENSES 343009 341451 1558 0 808869 715493 17025 76351 52153877 50662303 1246352 245222 168471 97632 1281763 27995 362038 350401 1839375 1688556 243015 80193 21377848 13319194 7193010 8058654 31922179 1304 7974873 2168817 5311628 6023829 56296352 18497381 1344209 1171076 307758 151973 9319340 10320952 10971307 11644001 X 16709995 6853380 28615050 0 45325045 6853380 56296352 18497381 -38471665 0 X X 0 1 X 1 0 X 1089147 1399329 1686734 3653512 3219441 11048163 1089147 1399329 1686734 3653512 3219441 11048163 11048163 284444 194977 200602 207717 12116 899856 174009 69787 42824 116328 594134 997082 12945101 39302068 0.85350 0.83700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 11354 0 0 11354 0 PART II-B, LINE 1: AN EMPLOYEE OF THE YOUNGSTOWN AREA JEWISH FEDERATION SPENDS PART OF THEIR TIME CONTACTING LEGISLATORS AND GOVERNMENT OFFICIALS TO SUPPORT SOCIAL ISSUES THAT WILL AFFECT THE JEWISH COMMUNITY. 33794310 33794310 38398032 201129 -1783663 2505986 515202 33794310 36908255 1655548 4740131 4388441 517461 38398032 35996464 1095635 2138244 1900746 421342 36908255 38275286 608214 -839585 1595904 451547 35996464 0.00000 0.00000 0.00000 0 0 91070 91070 17201137 10521125 6680012 879690 465792 413898 3090936 2233317 857619 115015 98960 16055 8058654 INVESTMENT IN REAL ESTATE PARTNERSHIPS 1977327 C LAND HELD FOR SALE 153414 C INVESTMENT IN YAHC 38076 C 2168817 LONG-TERM RECEIVABLES 5489911 CASH SURRENDER VALUE OF LIFE INSURANCE 368001 HOLOCAUST MEMORIAL 82334 DUE FROM THIRD PARTY PAYORS 83583 6023829 FUNDS INVESTED FOR OTHER ORGANIZATIONS 50839 GIFT ANNUITY PAYABLE 3861062 RESIDENT FUNDS 43479 DUE TO AFFILIATE 6365572 10320952 12904816 0 12904816 777396 777396 13682212 13782288 0 13782288 38371589 38371589 52153877 PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOCATION TO OTHER ORGANIZATIONS 831,110. RENTAL EXPENSES -880. FUNDRAISING EXPENSES -52,834. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS TO OTHER ORGANIZATIONS 38,425,303. RENTAL EXPENSES -880. FUNDRAISING EXPENSES -52,834. PART V, LINE 4 TO PROVIDE UNRESTRICTED FUNDS TO HELP MEET COMMUNITY NEEDS NOW AND IN THE FUTURE OR TO PROVIDE PERMANENT RESOURCES TO AID IDENTIFIED PROGRAMS, PROJECTS, AGENCIES, ORGANIZATIONS, OR INITIATIVES THAT ARE OF PARTICULAR INTEREST TO YOU AND YOUR FAMILY. GOLF 128050 97164 30886 27472 8754 DASH & SPLASH 15312 14000 1312 9336 3 9438 9438 5202 2069 152800 111164 41636 42010 10823 52833 -11197 1 COMMISSION FOR JEWISH EDUCATION 505 GYPSY LANE YOUNGSTOWN OH 44504 341288594 501(C)(3) 263160 TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES WHICH FALL WITHIN OUR MISSION. FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 22410 BEACHWOOD OH 44122 133156445 501(C)(3) 10000 TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES WHICH FALL WITHIN OUR MISSION. JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 329956 TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES WHICH FALL WITHIN OUR MISSION. YOUNGSTOWN AREA JEWISH FOUNDATION 505 GYPSY LANE YOUNGSTOWN OH 44504 822189237 501(C)(3) 37594193 FAIR MARKET VALUE MARKETABLE SECURITIES TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES WHICH FALL WITHIN OUR MISSION. 4 0 X X 0 0 0 0 0 0 0 0 0 ANDREW LIPKIN EXECUTIVE VICE PRESIDENT 164911 0 0 0 0 0 0 0 5009 0 169920 0 0 0 DAVID STAUFFER CFO 144740 0 0 0 0 0 0 0 22006 0 166746 0 0 0 MICHAEL RAWL JCC EXECUTIVE DIRECTOR 136111 0 0 0 0 0 0 0 10455 0 146566 0 0 0 CRISTAL VINCENT NURSING HOME ADMINISTRATOR 135821 0 0 0 0 0 0 0 4157 0 139978 0 0 0 BONNIE BURDMAN FAMILY MEMBER OF LEE BURDMAN, BOARD MEMBER. 55627 EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATION. 0 SARAH WILCHEK FAMILY MEMBER OF PETER GRINSTEIN, BOARD MEMBER. 20358 EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATIONS. 0 RONNA JO MARLIN FAMILY MEMBER OF RICHARD MARLIN, PRESIDENT. 19754 EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATION. 0 INVESTMENTS 2019-01-01 37594193 QUOTED MARKET PRICES 822189237 YOUNGSTOWN AREA JEWISH FOUNDATION 505 GYPSY LANE YOUNGSTOWN OH 44504 501(C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: WENDY WEISS, GERALD PESKIN, LEE BURDMAN, MARC RUBIN, BRUCE SHERMAN AND RICHARD MARLIN PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: THESE BOARD MEMBERS ARE ALSO BOARD MEMBERS OF THE RELATED ORGANIZATION THAT RECEIVED THE ABOVE CONTRIBUTION OF INVESTMENTS. FORM 990, PART VI, SECTION A, LINE 2 THREE YOUNGSTOWN AREA JEWISH FEDERATION EMPLOYEES ARE FAMILY MEMBERS OF INDIVIDUALS ON THE BOARD. TRANSACTIONS WITH THESE PARTIES HAVE BEEN DISCLOSED ON SCHEDULE L. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C YOUNGSTOWN AREA JEWISH FEDERATION ANNUALLY REVIEWS THEIR CONFLICT OF INTEREST POLICY WITH THEIR BOARD DURING BOARD MEETINGS. IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR EXECUTIVE VICE PRESIDENT AND OTHER TOP MANAGEMENT IS DETERMINED AND REVIEWED BY THE EXECUTIVE COMMITTEE ANNUALLY. THE COMMITTEE MEETS TO APPROVE ALL SALARIES AND RAISES. A SCHEDULE OF ALL PROPOSED SALARIES, BY DEPARTMENT, IS PROVIDED TO THE COMMITTEE. THE COMMITTEE REVIEWS THE AGENCY RECOMMENDATIONS, AS WELL AS THE GOING MARKET RATES FOR EXECUTIVE AND TOP MANAGEMENT POSITIONS TO DETERMINE IF THE SALARIES ARE REASONABLE. IF DEEMED REASONABLE, THE COMMITTEE APPROVES THE PROPOSED SALARIES AND TEH RECOMMENDATIONS ARE GIVEN TO THE YOUNGSTOWN AREA JEWISH FEDERATION BOARD WHO PROVIDES THE FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 YOUNGSTOWN AREA JEWISH FEDERATION MAKES ITS FORM 990, FORM 990-T AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, YOUNGSTOWN AREA JEWISH FEDERATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990. PART XII, LINE 2C YOUNGSTOWN AREA JEWISH FEDERATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. YOUNGSTOWN AREA COMMUNITY HOUSING CORPORATION 505 GYPSY LANE YOUNGSTOWN OH 44504 341366624 PROVIDE SUBSIDIZED HOUSING TO LOW-INCOME SENIOR CITIZENS. OH 501(C)(3) 509(A)(2) 0 YOUNGSTOWN AREA JEWISH FOUNDATION 505 GYPSY LANE YOUNGSTOWN OH 44504 822189237 TO ADVANCE, PROMOTE & SUPPORT THE CHARITABLE PURPOSES OF THE YOUNGSTOWN AREA OH 501(C)(3) 509(A)(2) 0 YOUNGSTOWN AREA JEWISH COMMUNITY BOARD 505 GYPSY LANE YOUNGSTOWN OH 44504 822171325 SERVES TO SUPPORT THE YOUNGSTOWN AREA JEWISH FEDERATION. OH 501(C)(3) 509(A)(2) 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 YOUNGSTOWN AREA JEWISH FOUNDATION B 37594193 FAIR MARKET VALUE YOUNGSTOWN AREA JEWISH FOUNDATION E 6365572 FAIR MARKET VALUE YOUNGSTOWN AREA JEWISH FOUNDATION L 463191 FAIR MARKET VALUE YOUNGSTOWN AREA JEWISH FOUNDATION C 1310108 FAIR MARKET VALUE