JEWISH FEDERATION OF OCEAN COUNTY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OCEAN COUNTY (EIN 22-2140175)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-06
IRS object ID
201923109349301912
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)
Return2019-11-06T11:38:44-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222066886PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOHEL ELLIOTT BAUER & GASS CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18 EXECUTIVE DRIVE SUITE 1AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08755ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222140175EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OCEAN COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone7323630530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELLY NEWMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7323630530PhoneNum
Signature2019-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERWIN K BAUERPreparerPersonNm
PTINP00064608PTIN
Phone7323636500PhoneNum
Preparation2019-10-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.75.185.25IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-29IPDt
IP Tm15:34:40IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5E5F0FC25195B1EA7FD4DEC7167E6D3170ACBF22AtSubmissionCreationDeviceId
At Submission Filing Device Id609CE189A6C261702C078AA04A0B16A654FDE89BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHELLY NEWMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,702,305GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHOCEANCOUNTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionPROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY WITHIN OCEAN COUNTY AND THROUGHOUT THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,247,728PYContributionsGrantsAmt
CY Contributions Grants$1,682,623CYContributionsGrantsAmt
PY Program Service Revenue$117PYProgramServiceRevenueAmt
CY Program Service Revenue$116CYProgramServiceRevenueAmt
PY Investment Income$5,423PYInvestmentIncomeAmt
CY Investment Income$5,705CYInvestmentIncomeAmt
PY Other Revenue$47,236PYOtherRevenueAmt
CY Other Revenue$13,861CYOtherRevenueAmt
PY Total Revenue$1,300,504PYTotalRevenueAmt
CY Total Revenue$1,702,305CYTotalRevenueAmt
PY Grants And Similar Paid$8,871PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,215CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$241,763PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$244,292CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$58,468CYTotalFundraisingExpenseAmt
PY Other Expenses$1,040,196PYOtherExpensesAmt
CY Other Expenses$1,533,692CYOtherExpensesAmt
PY Total Expenses$1,290,830PYTotalExpensesAmt
CY Total Expenses$1,786,199CYTotalExpensesAmt
PY Revenues Less Expenses$9,674PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$83,894CYRevenuesLessExpensesAmt
Total Assets BOY$703,358TotalAssetsBOYAmt
Total Assets EOY$764,187TotalAssetsEOYAmt
Total Liabilities BOY$177,083TotalLiabilitiesBOYAmt
Total Liabilities EOY$321,806TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$526,275NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$442,381NetAssetsOrFundBalancesEOYAmt
MissionTO FURTHER THE WELFARE OF THE JEWISH COMMUNITY; TO PLAN FOR THE PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT OF THE OCEAN COUNTY JEWISH COMMUNITY AND TO FOSTER COOPERATION AMONGST OCEAN COUNTY JEWISH ORGANIZATIONS, COMMITTEES AND INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,215ExpenseAmt
Grant$8,215GrantAmt
DescALLOCATING FINANCIAL ASSISTANCE TO VARIOUS INSTITUTIONS UNDER JEWISH FEDERATIONS OF NORTH AMERICA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,456,420ExpenseAmt
Revenue$116RevenueAmt
DescPROVIDING FOR UNMET HOME CARE NEEDS FOR JEWISH NAZI VICTIMS, COUNSELING AND CULTURAL SERVICES THROUGH JEWISH FAMILY AND CHILDRENS SERVICES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$196,943ExpenseAmt
Revenue$32,103RevenueAmt
DescAIDING IN VARIOUS ACTIVITIES, BOTH DIRECTLY AND INDIRECTLY THROUGH OTHER INSTITUTIONS TOWARDS THE BENEFIT OF THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,661,578TotalProgramServiceExpensesAmt
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 Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
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 Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
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 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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7323630530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SHELLY NEWMAN
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
LAWRENCE MANDEL ESQ
VICE PRESIDENT JCRC2.00Yes (X)Yes (X)$0$0$0
MICHAEL BERMAN ESQ
VICE PRESIDENT JFCS2.00Yes (X)Yes (X)$0$0$0
ALAN KRUPNICK
SECRETARY3.00Yes (X)Yes (X)$0$0$0
LYNN BERKOWITZ
TRUSTEE1.00Yes (X)$0$0$0
CAROL BRICHKE
TRUSTEE1.00Yes (X)$0$0$0
LISA GERTNER
TRUSTEE1.00Yes (X)$0$0$0
ROSS GERTNER
TRUSTEE1.00Yes (X)$0$0$0
RICHARD GAINES
TRUSTEE1.00Yes (X)$0$0$0
FRANCINE GIMPEL
TRUSTEE1.00Yes (X)$0$0$0
RACHAEL KAUFMAN
TRUSTEE1.00Yes (X)$0$0$0
PETER KITAY
TRUSTEE1.00Yes (X)$0$0$0
PAM LIGORSKI
TRUSTEE1.00Yes (X)$0$0$0
ANNABEL LINDENBAUM
TRUSTEE1.00Yes (X)$0$0$0
ELLYN LYONS
TRUSTEE1.00Yes (X)$0$0$0
DAVID ROSEN
TRUSTEE1.00Yes (X)$0$0$0
LAUREN ROSEN
TRUSTEE1.00Yes (X)$0$0$0
RANDI ROZOVSKY
TRUSTEE1.00Yes (X)$0$0$0
MAX SCHLOFF ESQ
TRUSTEE1.00Yes (X)$0$0$0
FRED SCHRAGGER
TRUSTEE1.00Yes (X)$0$0$0
BARBARA SCHULMAN
TRUSTEE1.00Yes (X)$0$0$0
HARRIET SELINGER
TRUSTEE1.00Yes (X)$0$0$0
ANISE SINGER
TRUSTEE1.00Yes (X)$0$0$0
MONA STERNBACH
TRUSTEE1.00Yes (X)$0$0$0
SANDY WELSHER
TRUSTEE1.00Yes (X)$0$0$0
RUTH KERR
TREASURER3.00Yes (X)Yes (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 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$1,462,632GovernmentGrantsAmt
All Other Contributions$219,991AllOtherContributionsAmt
Total Contributions$1,682,623TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFAMILY SERV COUNSELINGDesc
Business624100BusinessCd
Total Revenue Column$116TotalRevenueColumnAmt
Related Or Exempt Func Income$116RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$116TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,705TotalRevenueColumnAmt
Exclusion$5,705ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
OTHER624100$32,103$32,103
REALIZED LOSS FROM SEC624100-$2,082-$2,082
UNREALIZED LOSS FROM S624100-$16,160-$16,160
FieldValueIRS element (for citing)
Other Revenue Total$13,861OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,702,305TotalRevenueColumnAmt
Related Or Exempt Func Income$32,219RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$12,537ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,215TotalAmt
Program Services$8,215ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$223,041TotalAmt
Program Services$165,625ProgramServicesAmt
Management And General$21,531ManagementAndGeneralAmt
Fundraising$35,885FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,251TotalAmt
Program Services$15,923ProgramServicesAmt
Management And General$1,998ManagementAndGeneralAmt
Fundraising$3,330FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,820TotalAmt
Management And General$6,820ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,040TotalAmt
Management And General$4,040ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,233TotalAmt
Management And General$7,233ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,068TotalAmt
Program Services$2,508ProgramServicesAmt
Management And General$585ManagementAndGeneralAmt
Fundraising$975FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,377TotalAmt
Program Services$2,465ProgramServicesAmt
Management And General$338ManagementAndGeneralAmt
Fundraising$574FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,677TotalAmt
Program Services$8,365ProgramServicesAmt
Management And General$1,242ManagementAndGeneralAmt
Fundraising$2,070FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,138TotalAmt
Program Services$1,543ProgramServicesAmt
Management And General$223ManagementAndGeneralAmt
Fundraising$372FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,541TotalAmt
Management And General$16,541ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
OTHER DIRECT COSTS$1,426,539$1,420,753$5,786
INSURANCE$13,451$9,819$2,287$1,345
REPAIRS & MAINTENANCE$10,461$7,637$1,778$1,046
REAL ESTATE TAXES/LAND$8,478$6,189$1,441$848

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,869TotalAmt
Program Services$12,536ProgramServicesAmt
Management And General$2,363ManagementAndGeneralAmt
Fundraising$3,970FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,786,199TotalAmt
Program Services$1,661,578ProgramServicesAmt
Management And General$66,153ManagementAndGeneralAmt
Fundraising$58,468FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$156,677BOYAmt
EOY$236,663EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,600BOYAmt
EOY$3,606EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$62,628BOYAmt
EOY$72,760EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$2,741EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,006BOYAmt
EOY$2,053EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$388,658LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$107,744LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$297,455BOYAmt
EOY$280,914EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$177,992BOYAmt
EOY$165,450EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$703,358BOYAmt
EOY$764,187EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$171,583BOYAmt
EOY$321,806EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,500BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$177,083BOYAmt
EOY$321,806EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$219,131BOYAmt
EOY$147,779EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$307,144BOYAmt
EOY$294,602EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$526,275BOYAmt
EOY$442,381EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$703,358BOYAmt
EOY$764,187EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$83,894ReconcilationRevenueExpnssAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$421,798CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$808,688CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$937,149CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,247,728CurrentTaxYearMinus1YearAmt
Current Tax Year$1,682,623CurrentTaxYearAmt
Total$5,097,986TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$570CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117CurrentTaxYearMinus1YearAmt
Current Tax Year$116CurrentTaxYearAmt
Total$3,668TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$423,421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$809,930CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$937,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,247,845CurrentTaxYearMinus1YearAmt
Current Tax Year$1,682,739CurrentTaxYearAmt
Total$5,101,654TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,101,654PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,423CurrentTaxYearMinus1YearAmt
Current Tax Year$5,705CurrentTaxYearAmt
Total$40,596TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,423CurrentTaxYearMinus1YearAmt
Current Tax Year$5,705CurrentTaxYearAmt
Total$40,596TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,076CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,236CurrentTaxYearMinus1YearAmt
Current Tax Year$13,861CurrentTaxYearAmt
Total$183,058TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$511,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$829,220CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$982,196CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,300,504CurrentTaxYearMinus1YearAmt
Current Tax Year$1,702,305CurrentTaxYearAmt
Total$5,325,308TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95800PublicSupportCY509Pct
Public Support PY5090.94580PublicSupportPY509Pct
Investment Income CY0.00760InvestmentIncomeCYPct
Investment Income PY0.00970InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,000OtherCostOrOtherBasisAmt
Book Value$50,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$215,024OtherCostOrOtherBasisAmt
Depreciation$30,204DepreciationAmt
Book Value$184,820BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,472OtherCostOrOtherBasisAmt
Depreciation$50,472DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$73,162OtherCostOrOtherBasisAmt
Depreciation$27,068DepreciationAmt
Book Value$46,094BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$280,914TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (15 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HARBOR MUTUAL FUNDS$8,361F
PIMCO LOW DURATION CLASS A$19,629F
TEMPLETON GLOBAL FUND CLASS A$6,857F
VANGUARD MUTUAL FUNDS$41,418F
EATON VANCE FLOATING RATE HIGH$3,467F
MFS MUTUAL FUNDS$14,738F
NEW WORLD FUND CLASS F-2$5,287F
T ROWE PRICE FUNDS$9,942F
GENERAL MONEY MARKET FUND CLASS B$4,408C
ISHARES FUNDS$16,133F
AMG MANAGERS MID CAP$2,158F
COHEN & STEERS REAL ESTATE FUND$6,435F
COLUMBIA OVERSEAS VALUE FUND$4,978F
DODGE & COX INCOME FUND$16,676F
NEW PERSPECTIVE FUND CLASS F-2$4,963F
FieldValueIRS element (for citing)
Total Book Value Securities$165,450TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,702,305TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,702,305RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,702,305TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,786,199TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,786,199ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,786,199TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH FIN 48.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF NORTH AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Cash Grant$6,621CashGrantAmt
Purpose Of GrantPROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY THROUGHOUT THE WORLD.PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TOPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ALAN KRUPNICK AND LAWRENCE MANDEL ARE RELATED, BROTHER-IN-LAWS. DAVID ROSEN AND LAUREN ROSEN ARE HUSBAND AND WIFE. ROSS GERTNER AND LISA GERTNER ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 6THE BY-LAWS STATE THAT THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION AND ANY INDIVIDUAL 12 YEARS OR OLDER AND MAKES A MINIMUM PLEDGE IS A MEMBER AND CAN VOTE AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7AAT THE ANNUAL MEETING THE MEMBERSHIP VOTES FOR THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE AUDITED FINANCIAL STATEMENT AND DRAFT OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALL VENDORS ARE APPROVED BY THE DIRECTOR AND ALSO MONITORS THE BUSINESS RELATIONSHIPS TO ENSURE THAT NO CONFLICTS OF INTEREST EXIST.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:A DRAFT OF THE FINANCIAL STATEMENTS IS PROVIDED TO THE DIRECTORS FOR REVIEW. AFTER REVIEW BY THE PRESIDENT, TREASURER & EXECUTIVE DIRECTOR THE FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD FOR APPROVAL.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF NORTH AMERICABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN131624240EIN
Primary ActivitiesFUNDRAISING SUPPORTPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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