JEWISH FEDERATION OF GREATER DAYTON INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER DAYTON INC (EIN 31-0537488)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202043189349305544
Schema version
2019v5.1
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)
Return2020-11-13T11:59:50-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351476702PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRADY WARE & SCHOENFELD INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13601 RIGBY ROAD SUITE 400AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45342ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310537488EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER DAYTON INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9376101555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 VERSAILLES DRAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHY GARDNERPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone9376101555PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD R ROBERTS CPAPreparerPersonNm
PTINP00197560PTIN
Phone9372235247PhoneNum
Preparation2020-11-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.141.187.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm08:51:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE229CD9B282782AD548762838A8F5FAFCCA0F510AtSubmissionCreationDeviceId
At Submission Filing Device Id39E90CBB44B41E0C3D082B7A69A63BDC1055460AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCATHY GARDNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 VERSAILLES DRIVEAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,890,068GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressJEWISHDAYTON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1910FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE JEWISH FEDERATION OF GREATER DAYTON CARES FOR THOSE IN NEED, STRENGTHENS JEWISH LIFE, AND CREATES CONNECTIONS AMONG JEWS - ACTING LOCALLY, IN ISRAEL, AND AROUND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee79TotalEmployeeCnt
Total Volunteers140TotalVolunteersCnt
Total Gross UBI$78,450TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$79,180NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,865,807PYContributionsGrantsAmt
CY Contributions Grants$1,946,504CYContributionsGrantsAmt
PY Program Service Revenue$990,163PYProgramServiceRevenueAmt
CY Program Service Revenue$1,063,676CYProgramServiceRevenueAmt
PY Investment Income$1,168,597PYInvestmentIncomeAmt
CY Investment Income$1,655,942CYInvestmentIncomeAmt
PY Other Revenue-$996PYOtherRevenueAmt
CY Other Revenue$11,038CYOtherRevenueAmt
PY Total Revenue$4,023,571PYTotalRevenueAmt
CY Total Revenue$4,677,160CYTotalRevenueAmt
PY Grants And Similar Paid$2,212,827PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,568,640CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,306,687PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,345,716CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$136,184CYTotalFundraisingExpenseAmt
PY Other Expenses$1,173,738PYOtherExpensesAmt
CY Other Expenses$1,104,429CYOtherExpensesAmt
PY Total Expenses$5,693,252PYTotalExpensesAmt
CY Total Expenses$5,018,785CYTotalExpensesAmt
PY Revenues Less Expenses-$1,669,681PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$341,625CYRevenuesLessExpensesAmt
Total Assets BOY$41,866,969TotalAssetsBOYAmt
Total Assets EOY$46,664,907TotalAssetsEOYAmt
Total Liabilities BOY$6,017,146TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,341,325TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$35,849,823NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,323,582NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH FEDERATION OF GREATER DAYTON IS THE CENTRAL ORGANIZATION ESTABLISHED TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY. THE FEDERATION COORDINATES SOCIAL, WELFARE AND CULTURAL PROGRAMS; FOSTERS COOPERATION AMONG JEWISH ORGANIZATIONS; FACILITATES FUND-RAISING ACTIVITIES ON THE LOCAL AND NATIONAL LEVEL; AND STIMULATES PARTICIPATION AND INTEREST IN COMMUNITY-WIDE ACTIVITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,495,253ExpenseAmt
Revenue$944,213RevenueAmt
DescDAYTON JEWISH COMMUNITY CENTER - DAYCARE, PRESCHOOL, CAMPS, ATHLETIC PROGRAMS AND FACILITIES, CULTURAL AND OTHER PROGRAMS. 79 MEMBERSHIP UNITS IN 2019, SERVED 133 CHILDREN IN CHILDCARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$804,998ExpenseAmt
Revenue$33,333RevenueAmt
DescFEDERATION - EDUCATIONAL AND COMMUNITY WIDE PROGRAMMING INCLUDING SERVICE TO ISRAEL.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$142,085ExpenseAmt
Revenue$78,450RevenueAmt
DescDAYTON JEWISH OBSERVER - MONTHLY PUBLICATION INCLUDING ADVERTISING. DISTRIBUTES 4,000 COPIES MONTHLY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDescGrantGrantAmt
$314,803$7,680SENIOR SERVICES - SENIOR OUTREACH, LUNCH SITE PROGRAM, TRANSPORTATION, AND PROGRAMS FOR THE ELDERLY.
$56,603SOCIAL SERVICES - SOCIAL SERVICE PROGRAMS INCLUDING OUTREACH, FINANCIAL AID, AND STUDENT LOANS.
$1,568,640GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS.$1,568,640
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,940,046TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,568,640TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$7,680TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,382,382TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
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 ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
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 Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee79EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN DALESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9376101555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 VERSAILLES DRAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45459ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID PIERCE
IMMEDIATE PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MARY RITA WEISSMAN
VP PERSONNEL/FOUNDATION CHAIR1.00Yes (X)Yes (X)$0$0$0
RABBI JUDY CHESSIN
BOARD MEMBER1.00Yes (X)$0$0$0
BRUCE FELDMAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DR MARTHA MOODY-JACOBS
JCRC CHAIR1.00Yes (X)$0$0$0
BEVERLY LOUIS
JCC CHAIR/SECRETARY1.00Yes (X)Yes (X)$0$0$0
IRA SEGALEWITZ
BOARD MEMBER1.00Yes (X)$0$0$0
EDWARD KRESS
BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT LIBERMAN
BOARD MEMBER1.00Yes (X)$0$0$0
DRMICHELE DRITZ
JFS CHAIR1.00Yes (X)$0$0$0
DR HEATH GILBERT
PRESIDENT ELECT/TREASURER1.00Yes (X)Yes (X)$0$0$0
DAVID LONDON
BOARD MEMBER1.00Yes (X)$0$0$0
ALAN GABEL
BOARD MEMBER1.00Yes (X)$0$0$0
AMY BLOOM
BOARD MEMBER1.00Yes (X)$0$0$0
TEDDY GOLDENBERG
BOARD MEMBER1.00Yes (X)$0$0$0
KATHRYN POLK
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL SWEENY
VP RESOURCE DEVELOPMENT1.00Yes (X)Yes (X)$0$0$0
DR SAM DORF
BOARD MEMBER1.00Yes (X)$0$0$0
KATE ELDER
BOARD MEMBER1.00Yes (X)$0$0$0
MARNI FLAGEL
BOARD MEMBER1.00Yes (X)$0$0$0
NEIL FRIEDMAN
BOARD MEMBER1.00Yes (X)$0$0$0
BEN MAZER
BOARD MEMBER1.00Yes (X)$0$0$0
DR STEVE HARLAN
BOARD MEMBER1.00Yes (X)$0$0$0
JOE SAKS
BOARD MEMBER1.00Yes (X)$0$0$0
CATHY GARDNER
CHIEF EXECUTIVE OFFICER40.00Yes (X)$140,817$0$16,095
JOHN DALES
CHIEF FINANCIAL OFFICER40.00Yes (X)$83,733$0$23,244
FieldValueIRS element (for citing)
Total Reportable Comp From Org$224,550TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$39,339TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$2,605FederatedCampaignsAmt
Membership Dues$16,787MembershipDuesAmt
Fundraising$16,755FundraisingAmt
Government Grants$87,630GovernmentGrantsAmt
All Other Contributions$1,822,727AllOtherContributionsAmt
Noncash Contributions$192,580NoncashContributionsAmt
Total Contributions$1,946,504TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
DAYTON JEWISH COMM CTR624410$944,213$944,213
ADVERTISING511110$78,450$78,450
PROGRAM FEES624100$33,333$33,333
SENIOR SERVICES624100$7,680$7,680
FieldValueIRS element (for citing)
Total Program Service Revenue$1,063,676TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$546,311TotalRevenueColumnAmt
Exclusion$546,311ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$23,274,604SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$22,156,728SecuritiesAmt
Other$8,245OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,117,876SecuritiesAmt
Other-$8,245OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,109,631TotalRevenueColumnAmt
Exclusion$1,109,631ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,500FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$16,755ContriRptFundraisingEventAmt
Fundraising Direct Expenses$47,935FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$21,435TotalRevenueColumnAmt
Exclusion-$21,435ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSHARED EXPENSES, REIMBURSEMENTS,Desc
Business624100BusinessCd
Total Revenue Column$32,473TotalRevenueColumnAmt
Related Or Exempt Func Income$32,473RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$32,473OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,677,160TotalRevenueColumnAmt
Related Or Exempt Func Income$1,017,699RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$78,450UnrelatedBusinessRevenueAmt
Exclusion$1,634,507ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,557,237TotalAmt
Program Services$1,557,237ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$11,403TotalAmt
Program Services$11,403ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$263,888TotalAmt
Program Services$65,972ProgramServicesAmt
Management And General$135,151ManagementAndGeneralAmt
Fundraising$62,765FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,584,947TotalAmt
Program Services$1,415,323ProgramServicesAmt
Management And General$134,520ManagementAndGeneralAmt
Fundraising$35,104FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$55,254TotalAmt
Program Services$47,442ProgramServicesAmt
Management And General$7,391ManagementAndGeneralAmt
Fundraising$421FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$311,527TotalAmt
Program Services$264,102ProgramServicesAmt
Management And General$33,382ManagementAndGeneralAmt
Fundraising$14,043FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$130,100TotalAmt
Program Services$105,447ProgramServicesAmt
Management And General$17,827ManagementAndGeneralAmt
Fundraising$6,826FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$20,249TotalAmt
Management And General$20,249ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,146TotalAmt
Program Services$11,073ProgramServicesAmt
Management And General$11,073ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,000TotalAmt
Program Services$18,500ProgramServicesAmt
Management And General$18,500ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,538TotalAmt
Program Services$19,594ProgramServicesAmt
Management And General$3,944ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,843TotalAmt
Program Services$5,318ProgramServicesAmt
Management And General$3,525ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$178,654TotalAmt
Program Services$125,343ProgramServicesAmt
Management And General$40,502ManagementAndGeneralAmt
Fundraising$12,809FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$90,488TotalAmt
Program Services$61,319ProgramServicesAmt
Management And General$29,169ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$43,829TotalAmt
Program Services$38,648ProgramServicesAmt
Management And General$5,181ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$56,283TotalAmt
Program Services$38,785ProgramServicesAmt
Management And General$14,123ManagementAndGeneralAmt
Fundraising$3,375FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$188,781TotalAmt
Program Services$188,781ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$77,236TotalAmt
Program Services$54,484ProgramServicesAmt
Management And General$22,752ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SUPPLIES$139,409$139,409
EQUIPMENT RENTAL AND MA$126,713$126,713
FOOD$59,053$59,053-$50$50
MISCELLANEOUS$32,207$28,436$2,980$791

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,018,785TotalAmt
Program Services$4,382,382ProgramServicesAmt
Management And General$500,219ManagementAndGeneralAmt
Fundraising$136,184FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$143,669BOYAmt
EOY$121,727EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$174,769BOYAmt
EOY$82,555EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$158,568BOYAmt
EOY$120,323EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$73,450BOYAmt
EOY$73,450EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$84,070BOYAmt
EOY$86,035EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$178,124BOYAmt
EOY$222,681EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,388,956LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,084,770LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,476,308BOYAmt
EOY$5,304,186EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,502,457BOYAmt
EOY$40,578,396EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$75,554BOYAmt
EOY$75,554EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,866,969BOYAmt
EOY$46,664,907EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$445,928BOYAmt
EOY$376,792EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$318,095BOYAmt
EOY$327,344EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$39,514BOYAmt
EOY$26,127EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,758,927BOYAmt
EOY$2,188,194EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,454,682BOYAmt
EOY$2,422,868EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,017,146BOYAmt
EOY$5,341,325EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,300,655BOYAmt
EOY$25,622,686EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,549,168BOYAmt
EOY$15,700,896EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,849,823BOYAmt
EOY$41,323,582EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,866,969BOYAmt
EOY$46,664,907EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$341,625ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,992,089NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$823,295OtherChangesInNetAssetsAmt
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$1,681,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,162,975CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,496,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,892,106CurrentTaxYearMinus1YearAmt
Current Tax Year$1,973,004CurrentTaxYearAmt
Total$11,205,952TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,681,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,162,975CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,496,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,892,106CurrentTaxYearMinus1YearAmt
Current Tax Year$1,973,004CurrentTaxYearAmt
Total$11,205,952TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$11,205,952PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$411,164CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$425,679CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$411,636CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$489,662CurrentTaxYearMinus1YearAmt
Current Tax Year$546,311CurrentTaxYearAmt
Total$2,284,452TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,240CurrentTaxYearMinus1YearAmt
Current Tax Year$32,473CurrentTaxYearAmt
Total$183,039TotalAmt
FieldValueIRS element (for citing)
Total Support$13,673,443TotalSupportAmt
Gross Receipts Rltd Activities$4,747,219GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81950PublicSupportCY170Pct
Public Support PY1700.78740PublicSupportPY170Pct
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

FieldValueIRS element (for citing)
Donor Advised Funds Held46DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held127FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$193,320DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$250,619FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,486,752DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,005,219FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$18,074,979DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$20,328,114FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,583,470BeginningYearBalanceAmt
Contributions$250,619ContributionsAmt
Investment Earnings Or Losses$3,636,206InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,005,219GrantsOrScholarshipsAmt
Administrative Expenses$136,962AdministrativeExpensesAmt
End Year Balance$20,328,114EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,322,622BeginningYearBalanceAmt
Contributions$395,274ContributionsAmt
Investment Earnings Or Losses-$621,512InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,374,090GrantsOrScholarshipsAmt
Administrative Expenses$138,824AdministrativeExpensesAmt
End Year Balance$17,583,470EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,752,364BeginningYearBalanceAmt
Contributions$4,167,372ContributionsAmt
Investment Earnings Or Losses$2,014,053InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,474,630GrantsOrScholarshipsAmt
Administrative Expenses$136,537AdministrativeExpensesAmt
End Year Balance$19,322,622EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,854,515BeginningYearBalanceAmt
Contributions$1,489,333ContributionsAmt
Investment Earnings Or Losses$908,850InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,390,101GrantsOrScholarshipsAmt
Administrative Expenses$110,233AdministrativeExpensesAmt
End Year Balance$14,752,364EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,019,281BeginningYearBalanceAmt
Contributions$525,324ContributionsAmt
Investment Earnings Or Losses$34,970InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,609,648GrantsOrScholarshipsAmt
Administrative Expenses$115,412AdministrativeExpensesAmt
End Year Balance$13,854,515EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,627,051OtherCostOrOtherBasisAmt
Book Value$1,627,051BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,046,733OtherCostOrOtherBasisAmt
Depreciation$2,576,832DepreciationAmt
Book Value$3,469,901BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$553,448OtherCostOrOtherBasisAmt
Depreciation$375,335DepreciationAmt
Book Value$178,113BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$161,724OtherCostOrOtherBasisAmt
Depreciation$132,603DepreciationAmt
Book Value$29,121BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,304,186TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LONG-TERM DEFINED BENEFIT OBLIGATION$2,403,177
OTHER CURRENT LIABILITIES$19,691
FieldValueIRS element (for citing)
Total Liability$2,422,868TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,934,704TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,992,089NetUnrealizedGainsInvstAmt
Other Revenue$265,455OtherRevenueAmt
Revenue Not Reported$5,257,544RevenueNotReportedAmt
Revenue Subtotal$4,677,160RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,677,160TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,284,240TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$265,455OtherExpensesIncludedAmt
Expenses Not Reported$265,455ExpensesNotReportedAmt
Expenses Subtotal$5,018,785ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,018,785TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION HAS CUSTODY OF FUNDS FOR OTHER JEWISH COMMUNITY ORIENTED NOT FOR PROFITS, WHICH ARE MANAGED IN ONE FUND BY A FINANCIAL INSTITUTION. IN ADDITION, THE ORGANIZATION HAS BENEFICIAL INTEREST IN SPLIT INTEREST TRUSTS AND HAS CUSTODY OF THOSE FUNDS.
PART X, LINE 2:ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - THE ORGANIZATION HAS ADOPTED ACCOUNTING RULES THAT PRESCRIBE WHEN TO RECOGNIZE, AND HOW TO MEASURE, THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THE EVALUATION, THE ORGANIZATION ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL, OR A PORTION OF, THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY HAS BEEN RECOGNIZED IN THE ACCOMPANYING BALANCE SHEETS FOR UNCERTAIN INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF DECEMBER 31, 2019 AND 2018, OR FOR THE YEARS THEN ENDED. THE FEDERAL INFORMATIONAL RETURNS FOR THE ORGANIZATION FOR 2016, 2017, AND 2018 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE DUE DATE.
PART XI, LINE 2D - OTHER ADJUSTMENTS:MANAGEMENT FEE, ELIMINATED ON FORM 990 217,520. FUNDRAISING 47,935.
PART XII, LINE 2D - OTHER ADJUSTMENTS:MANAGEMENT FEE, ELIMINATED ON FORM 990 217,520. FUNDRAISING 47,935.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PRESIDENT'S DINNEREvent1Nm
Gross Receipts Event1$43,255GrossReceiptsEvent1Amt
Charitable Contri Event1$16,755CharitableContriEvent1Amt
Gross Revenue Event1$26,500GrossRevenueEvent1Amt
Food And Beverage Event1$17,186FoodAndBeverageEvent1Amt
Entertainment Event1$14,570EntertainmentEvent1Amt
Other Direct Expenses Event1$16,179OtherDirectExpensesEvent1Amt
Gross Receipts Total$43,255GrossReceiptsTotalAmt
Charitable Contributions Tot$16,755CharitableContributionsTotAmt
Gross Revenue Total Events$26,500GrossRevenueTotalEventsAmt
Food And Beverage Total Events$17,186FoodAndBeverageTotalEventsAmt
Entertainment Total Events$14,570EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$16,179OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$47,935DirectExpenseSummaryEventsAmt
Net Income Summary-$21,435NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEIN
OHIO JEWISH COMMUNITIES
50 W BROAD STCOLUMBUSOH43215$13,667SUPPORT ALLOCATION
HILLEL ACADEMY
305 SUGAR CAMP CIRCLEDAYTONOH45406$55,000SUPPORT ALLOCATION
MIAMI UNIVERSITY HILLEL
11 E WALNUT STOXFORDOH45056$10,000SUPPORT ALLOCATION310643610
HILLEL CONSORTIUM
525 VERSAILLES DRDAYTONOH45459$10,000SUPPORT ALLOCATION
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY STE 1700NEW YORKNY10004$320,644SUPPORT ALLOCATION131624240
JEWISH FEDERATION OF NORTH AMERICA - BIRTHRIGHT ISRAEL
26 BROADWAY STE 1700NEW YORKNY10004$5,000SUPPORT ALLOCATION
ALZHEIMER'S ASSOCIATION OF MIAMI VALLEY
31 WEST WHIPP ROADDAYTONOH45459$19,750HUMAN SERVICES
AMERICAN JEWISH COMMITTEE
205 W 4TH ST 1270CINCINNATIOH45202$13,500JEWISH RELATED
BETH SYNAGOGUE
7020 N MAIN STDAYTONOH45415$55,182JEWISH RELATED
CEDAR VILLAGE
5467 CEDAR VILLAGE DEMASONOH45040$8,000HEALTH GRANTS
CENTER FOR HOLOCAUST AND HUMANITY EDUCATION
8401 MONTGOMERY RDCINCINNATIOH45236$7,000JEWISH RELATED
CHABAD OF GREATER DAYTON
2001 FAR HILLS AVEDAYTONOH45419$54,000JEWISH RELATED
CHILDREN'S HOSPITAL CINCINNATI
333 BURNET AVECINCINNATIOH45229$8,000HEALTH GRANTS
CINCINNATI JEWISH FEDERATION
8499 RIDGE RDCINCINNATIOH45236$18,000JEWISH RELATED
ECKERD COLLEGE
4200 54TH AVEST PETERSBURGFL33711$5,000EDUCATION
HILLEL ACADEMY
305 SUGAR CAMP CIRCLEDAYTONOH45409$26,402JEWISH RELATED
JEWISH FEDERATION OF NE NEW YORK
184 WASHINGTON AVE EXTENSIONALBANYNY12203$5,000JEWISH RELATED
PALM BEACH ORTHODOX SYNAGOGUE
120 N COUNTY RDPALM BEACHFL33480$17,341JEWISH RELATED
TEMPLE BETH DAVID
7657 HOOD RDPALM BEACH GARDENSFL33418$6,306JEWISH RELATED
TEMPLE BETH OR
5275 MARSHALL RDDAYTONOH45429$50,000JEWISH RELATED
TEMPLE ISRAEL
130 RIVERSIDE DRDAYTONOH45405$57,000JEWISH RELATED
OHIO STATE UNIVERSITY
281 W LANE AVECOLUMBUSOH43210$5,000EDUCATION
HABITAT FOR HUMANITY - SONOMA COUNTY
3273 AIRWAY DRSANTA ROSACA95403$10,000HUMAN SERVICES
BOISE PUBLIC SCHOOLS EDUCATION FOUNDATION
8169 W VICTORY RDBOISEID83709$46,533EDUCATION
CONGREGATION OHAV SHALOM
115 KRUMKILL RDALBANYNY12208$5,000JEWISH RELATED
DAYTON PERFORMING ARTS ALLIANCE
126 N MAIN STDAYTONOH45402$7,200ARTS
JFNA
PO BOX 157NEW YORKNY10268$55,000JEWISH RELATED
JEWISH CEMETERIES OF GREATER DAYTON
525 VERSAILLES DRDAYTONOH45459$26,200JEWISH RELATED
SEVA FOUNDATION
1786 FIFTH STBERKELEYCA94710$5,000HUMAN SERVICES
UNITED APPEAL OF NORTHERN CALIFORNIA
2280 BENTON DRREDDINGCA96003$9,000JEWISH RELATED
WILMINGTON COLLEGE
1870 QUAKER WATWILMINGTONOH45177$5,000EDUCATION

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
TRANSPORTATION$420
LIVING EXPENSES (RENT AND UTILITIES)$9,063
CONSUMABLES (FOOD AND CLOTHING)$1,776
MEDICAL BILLS/INSURANCE$144

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES ANNUAL OUTCOME REPORTING BY GRANT RECIPIENTS. JEWISH FEDERATION OF GREATER DAYTON 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCATHY GARDNERPersonNm
TitleCHIEF EXECUTIVE OFFICERTitleTxt
Base Compensation Filing Org$140,817BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$7,135DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$8,960NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$156,912TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART VII, SCHEDULE A, LINE 5FormAndLineReferenceDesc
ExplanationDAVID PIERCE, THE PAST PRESIDENT OF THE BOARD, IS EMPLOYED BY COOLIDGE WALL. LEGAL FEES PAID BY THE ORGANIZATION TO COOLIDGE WALL FOR THE YEAR WERE $21,835.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonPETER WELLSPersonNm
Loan PurposeLIFE INSURANCELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$73,450OriginalPrincipalAmt
Balance Due$73,450BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$73,450TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$192,580NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationWHEN THE ORGANIZATION RECEIVES NON-CASH CONTRIBUTIONS FOR WHICH IT DOES NOT HAVE THE EXPERTISE TO DISPOSE OF, IT CONTRACTS WITH THIRD PARTIES TO SELL THE ASSETS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED PRIOR TO BEING FILED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR, NEW CONFLICT OF INTEREST FORMS ARE DISTRIBUTED, CONCERNS THAT MAY PRESENT A CONFLICT ARE ADDRESSED AT THAT TIME. IN ADDITION, THERE IS A REVIEW OF POTENTIAL CONFLICT WITH EACH ACTION ITEM AND IF THERE IS A CONFLICT, BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON THAT ITEM.
FORM 990, PART VI, SECTION B, LINE 15ANNUALLY THE OFFICERS OF THE FEDERATION MEET AND PERFORM A REVIEW. WHEN DELIBERATIONS ARE BEING MADE AS TO SALARY ADJUSTMENTS THE GROUP UTILIZES COMPARABLE DATA FROM UJC FOR OTHER LIKE SIZED FEDERATION EXECUTIVES COMPENSATION PACKAGES TO DETERMINE ANY COMPENSATION ADJUSTMENTS.
FORM 990, PART VI, SECTION C, LINE 19ANY MEMBER OF THE COMMUNITY CAN REQUEST COPIES. WHEN CHANGES ARE MADE TO GOVERNING DOCUMENTS, THOSE CHANGES ARE PUBLISHED IN THE OBSERVER.
FORM 990, PART XI, LINE 9:DEFINED BENEFIT PLAN ADJUSTMENT 823,295.
PART XII LINE 2 CTHE BOARD OF DIRECTORS HAS THE RESPONSIBILITY OF SELECTING THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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