JEWISH FEDERATION OF GREATER TOLEDO: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER TOLEDO (EIN 34-4428259)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202503049349302565
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T17:35:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SOUTH TEJON STREET SUITE 1100 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344428259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER TOLEDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4198854461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN ROTHSCHILD | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4198854461 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 7196350330 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN ROTHSCHILD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,404,227 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHTOLEDO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE PROGRAMS & SERVICES IN THE JEWISH COMMUNITY OF TOLEDO & SURROUNDING AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 205 | TotalVolunteersCnt |
| Total Gross UBI | $10,849 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,658,557 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,863,138 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $466,282 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $630,921 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,311,419 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,960,523 | CYInvestmentIncomeAmt |
| PY Other Revenue | $145,913 | PYOtherRevenueAmt |
| CY Other Revenue | $157,056 | CYOtherRevenueAmt |
| PY Total Revenue | $7,582,171 | PYTotalRevenueAmt |
| CY Total Revenue | $6,611,638 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,307,146 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,552,957 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,838,212 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,954,619 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $566,673 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,406,527 | PYOtherExpensesAmt |
| CY Other Expenses | $1,479,056 | CYOtherExpensesAmt |
| PY Total Expenses | $8,551,885 | PYTotalExpensesAmt |
| CY Total Expenses | $5,986,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$969,714 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $625,006 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,367,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,555,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,803,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,346,479 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,563,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,209,286 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT AND ENHANCE THE HEALTH, WELFARE, EDUCATION, SPIRITUAL LIFE, UNITY AND CONTINUITY IN THE JEWISH COMMUNITY OF TOLEDO AND SURROUNDING AREAS THROUGH SERVICES AND PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,923,877 | ExpenseAmt |
| Grant | $815,994 | GrantAmt |
| Revenue | $395,222 | RevenueAmt |
| Desc | FOUNDATION AND OTHER FINANCIAL RESOURCE DEVELOPMENT:TO RAISE FUNDS FOR THE SHORT TERM AND LONG TERM FINANCIAL STABILITY OF THE JEWISH FEDERATION OF GREATER TOLEDO THROUGH THE ANNUAL CAMPAIGN AND THE FOUNDATION DONATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $989,577 | ExpenseAmt |
| Grant | $7,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | JEWISH SENIOR, FAMILY & SOCIAL SERVICES:THROUGH A COMPREHENSIVE RANGE OF SERVICES, JSFSS HELPS SENIORS REMAIN INDEPENDENT AND CONNECTED TO THE COMMUNITY, REDUCES HUNGER, AND EMPOWERS CHILDREN TO THRIVE. MORE THAN 2,359 INDIVIDUALS RECEIVED FOOD, GOODS, AND OTHER PANTRY SERVICES DURING 876 APPOINTMENTS THROUGHOUT THE YEAR. ADDITIONALLY, 60+ JEWISH INDIVIDUALS AND FAMILIES RECEIVED AT-HOME TECHNOLOGY ASSISTANCE AND SMALL GROUP TRAINING. 675+ INDIVIDUALS PARTICIPATED IN JEWISH-RELATED VIRTUAL REALITY SESSIONS AND TECHNOLOGY-FOCUSED PROGRAMS. 250+ MEALS WERE DELIVERED TO COMMUNITY MEMBERS IN NEED OF SHORT-TERM NUTRITIONAL ASSISTANCE, INCLUDING MORE THAN $7,000 IN MITZVAH MEALS GRANTS. 5 CREATE & RELATE EVENTS EMBRACED 150+ ADULTS INTERESTED IN IMPROVING THEIR MENTAL HEALTH AND WELL-BEING. THE 2ND ANNUAL SENIOR EXPO SHINED. 360 FITNESS CLASSES WELCOMED 2,283 ATTENDEES. 300+ JEWISH SENIORS JOURNEYED NEAR AND FAR ENJOYING A CONNECTION TO THEATER, SPORTS, AND COMMUNITY. 800+ INDIVIDUALS RECEIVED ASSESSMENT, SUPPORT, SUBSIDIES, ADVOCACY, CARE MANAGEMENT, OR OTHER VITAL SERVICES THROUGH JSFSS. 500+ HOME AND FACILITY VISITS BY STAFF AND PATIENT ADVOCATES ENSURED NO ONE WAS LEFT IN THE SHADOWS. 250+ RIDES TO DOCTOR APPOINTMENTS, PHYSICAL THERAPY SESSIONS, CONGREGATIONAL SERVICES, COMMUNITY PROGRAMS, AND MORE PROVIDED RELIABILITY. WE ARE COMMITTED TO EXCELLENT OUTREACH AND INNOVATIVE SERVICE TO OUR COMMUNITY AND ADVOCACY FOR THE VULNERABLE. JSFSS PROVIDES ESSENTIAL PROGRAMS AND SERVICES THAT NOT ONLY ENHANCE AND STRENGTHEN THE LIVES OF CHILDREN, ADULTS, FAMILIES, AND SENIORS, BUT THE COMMUNITY AS A WHOLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,328,371 | ExpenseAmt |
| Grant | $729,963 | GrantAmt |
| Revenue | $195,201 | RevenueAmt |
| Desc | DEPARTMENT OF JEWISH PROGRAMS PROVIDES JEWISH PROGRAMS, EVENTS AND OPPORTUNITIES FOR THE JEWISH COMMUNITY OF TOLEDO FROM BIRTH AND BEYOND. SEEKS TO ENGAGE JEWISH FAMILIES IN ORDER TO ENHANCE THEIR JEWISH LIFE AND VALUES THROUGH PROGRAMMING WHICH INCLUDES SENDING OVER 1,500+ BOOKS TO 120+ CHILDREN THROUGH THE PJ LIBRARY PROGRAM, OVER 75 HOURS OF FAMILY ENGAGEMENT BROUGHT 300+ PARTICIPANTS TOGETHER THROUGH PLAYDATES AS WELL AS MUSIC, TUMBLING, ART, CULTURAL, AND HOLIDAY-BASED PROGRAMMING, LIGHTING THE WAY FOR JEWISH FAMILIES TO CONNECT AND GROW. 25+ FUTURE JEWISH LEADERS FROM BBYO PARTICIPATED IN LOCAL, REGIONAL, AND INTERNATIONAL PROGRAMS, STRENGTHENING THEIR JEWISH IDENTITY AND BUILDING CONNECTIONS THAT WILL SHINE FOR YEARS TO COME. INVESTING OVER $79,000 IN SENDING 44 CHILDREN TO OVERNIGHT JEWISH CAMP THROUGH THE EMOJI PROGRAM, SPOTLIGHTING 5 JEWISH AUTHORS AT THE JEWISH BOOK FESTIVAL, OTHER JEWISH HOLIDAY CELEBRATIONS, 12+ HOURS OF JEWISH CINEMA ILLUMINATED STORIES AND SPARKED MEANINGFUL CONVERSATION, AND MORE. THE LOCAL COMMUNITY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN IN CONJUNCTION WITH FUNDING FROM THE LONG-TERM RESOURCE DEVELOPMENT IN THE TOLEDO JEWISH COMMUNITY FOUNDATION IN ORDER TO CARRY OUT THESE NEEDS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $350,043 | $0 | $73,535 | JEWISH EDUCATION - GAN YELADIM PRESCHOOL:A HEBREW PRESCHOOL FROM 2 TO 5 YEARS ATTENDED BY MULTIPLE STUDENTS EACH YEAR. THE PRESCHOOL PROVIDES AN INTERACTIVE LEARNING ENVIRONMENT RICH IN EDUCATIONAL MATERIALS, REWARDING EXPERIENCES AND MEANINGFUL COMMUNICATION. |
| $314,948 | $112,270 | CEMETERY & PERPETUAL CARE:THE TOLEDO JEWISH COMMUNITY CEMETERY ASSOCIATION OPERATES TWO CEMETERIES. ONE CEMETERY IS LOCATED AT EAGLE POINT IN ROSSFORD, OHIO AND THE OTHER CEMETERY IS LOCATED AT BETH SHALOM CEMETERY IN OREGON, OHIO. WE HAD 24 BURIALS IN 2024. THE CARE OF OUR CEMETERIES IS DUE TO THE EFFORTS BY COMMITTED VOLUNTEERS THAT SERVE ALONG WITH THE EMPLOYEES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $664,991 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $185,805 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,906,816 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN ROTHSCHILD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4198854461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| STEPHEN ROTHSCHILD | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 2.00 | Yes (X) | $198,505 | $0 | $42,682 | |
| LAURIE GROSS | |||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK GREENBLATT | |||||||
| PRESIDENT | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID BERLAND | |||||||
| VICE PRESIDENT | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHAD KRIPKE | |||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TAMARA GREEN | |||||||
| SECRETARY | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOEL BEREN | |||||||
| LIFETIME HONOREE | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROSEMARY CHABAN | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ROSS CHABAN | |||||||
| TRUSTEE | 2.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |
| MAARA FINK-HAMILTON | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LINDSAY FOLKERTH | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD GREENBLATT | |||||||
| LIFETIME HONOREE | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TOM KASLE | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTINA KATZ | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MATT KRIPKE | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARCY KUEHNLE | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE NATHANSON | |||||||
| LIFETIME HONOREE | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE TAMOR | |||||||
| TRUSTEE | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $198,505 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,682 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $732,515 | RelatedOrganizationsAmt |
| Government Grants | $81,652 | GovernmentGrantsAmt |
| All Other Contributions | $3,048,971 | AllOtherContributionsAmt |
| Noncash Contributions | $651,812 | NoncashContributionsAmt |
| Total Contributions | $3,863,138 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | 541610 | $395,222 | $395,222 | |
| CEMETERY SERVICES | 541610 | $112,270 | $112,270 | |
| TUITION | 611710 | $73,535 | $73,535 | |
| PROGRAM SERVICE FEES | 541610 | $39,045 | $39,045 | |
| ADVERTISING | 541800 | $10,849 | $10,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $630,921 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $899,389 | TotalRevenueColumnAmt |
| Exclusion | $899,389 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $900 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $900 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900 | TotalRevenueColumnAmt |
| Exclusion | $900 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,853,723 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,792,589 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,061,134 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,061,134 | TotalRevenueColumnAmt |
| Exclusion | $1,061,134 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $156,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $156,156 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $156,156 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,611,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $776,228 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,849 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,961,423 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,887 | TotalAmt |
| Program Services | $1,247,887 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,695 | TotalAmt |
| Program Services | $170,695 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,375 | TotalAmt |
| Program Services | $134,375 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,522 | TotalAmt |
| Program Services | $162,894 | ProgramServicesAmt |
| Management And General | $32,951 | ManagementAndGeneralAmt |
| Fundraising | $26,677 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,988,341 | TotalAmt |
| Program Services | $1,455,571 | ProgramServicesAmt |
| Management And General | $294,414 | ManagementAndGeneralAmt |
| Fundraising | $238,356 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,214 | TotalAmt |
| Program Services | $221,969 | ProgramServicesAmt |
| Management And General | $44,897 | ManagementAndGeneralAmt |
| Fundraising | $36,348 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,703 | TotalAmt |
| Program Services | $200,366 | ProgramServicesAmt |
| Management And General | $40,527 | ManagementAndGeneralAmt |
| Fundraising | $32,810 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,839 | TotalAmt |
| Program Services | $122,135 | ProgramServicesAmt |
| Management And General | $24,704 | ManagementAndGeneralAmt |
| Fundraising | $20,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445 | TotalAmt |
| Program Services | $332 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
| Fundraising | $84 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,606 | TotalAmt |
| Program Services | $47,496 | ProgramServicesAmt |
| Management And General | $4,151 | ManagementAndGeneralAmt |
| Fundraising | $11,959 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,280 | TotalAmt |
| Program Services | $283,216 | ProgramServicesAmt |
| Management And General | $24,754 | ManagementAndGeneralAmt |
| Fundraising | $71,310 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,545 | TotalAmt |
| Program Services | $32,516 | ProgramServicesAmt |
| Management And General | $2,842 | ManagementAndGeneralAmt |
| Fundraising | $8,187 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,032 | TotalAmt |
| Program Services | $9,731 | ProgramServicesAmt |
| Management And General | $851 | ManagementAndGeneralAmt |
| Fundraising | $2,450 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,541 | TotalAmt |
| Program Services | $57,154 | ProgramServicesAmt |
| Management And General | $4,996 | ManagementAndGeneralAmt |
| Fundraising | $14,391 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,733 | TotalAmt |
| Program Services | $218,589 | ProgramServicesAmt |
| Management And General | $19,106 | ManagementAndGeneralAmt |
| Fundraising | $55,038 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,679 | TotalAmt |
| Program Services | $9,467 | ProgramServicesAmt |
| Management And General | $828 | ManagementAndGeneralAmt |
| Fundraising | $2,384 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,489 | TotalAmt |
| Program Services | $15,769 | ProgramServicesAmt |
| Management And General | $2,619 | ManagementAndGeneralAmt |
| Fundraising | $2,101 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,601 | TotalAmt |
| Program Services | $25,838 | ProgramServicesAmt |
| Management And General | $2,258 | ManagementAndGeneralAmt |
| Fundraising | $6,505 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,565 | TotalAmt |
| Program Services | $45,225 | ProgramServicesAmt |
| Management And General | $3,953 | ManagementAndGeneralAmt |
| Fundraising | $11,387 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $339,601 | $339,601 | ||
| DUES & SUBSCRIPTIONS | $110,199 | $82,288 | $7,192 | $20,719 |
| SERVICE CHARGES | $16,690 | $12,463 | $1,089 | $3,138 |
| BAD DEBTS | $8,027 | $5,994 | $524 | $1,509 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,023 | TotalAmt |
| Program Services | $5,245 | ProgramServicesAmt |
| Management And General | $458 | ManagementAndGeneralAmt |
| Fundraising | $1,320 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,986,632 | TotalAmt |
| Program Services | $4,906,816 | ProgramServicesAmt |
| Management And General | $513,143 | ManagementAndGeneralAmt |
| Fundraising | $566,673 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,219 | BOYAmt |
| EOY | $1,175,017 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,236 | BOYAmt |
| EOY | $713,394 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,961 | BOYAmt |
| EOY | $134,244 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,299 | BOYAmt |
| EOY | $31,793 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,953 | BOYAmt |
| EOY | $48,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $693,273 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $399,795 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,670 | BOYAmt |
| EOY | $293,478 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,101,705 | BOYAmt |
| EOY | $38,993,537 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,776,173 | BOYAmt |
| EOY | $6,166,010 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,367,216 | BOYAmt |
| EOY | $47,555,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,859 | BOYAmt |
| EOY | $151,924 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,235 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,620 | BOYAmt |
| EOY | $4,779 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,670,181 | BOYAmt |
| EOY | $5,188,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,803,660 | BOYAmt |
| EOY | $5,346,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,754,633 | BOYAmt |
| EOY | $35,986,717 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,808,923 | BOYAmt |
| EOY | $6,222,569 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,563,556 | BOYAmt |
| EOY | $42,209,286 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,367,216 | BOYAmt |
| EOY | $47,555,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $625,006 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,621,514 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $399,210 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,381,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,477,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,423,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,658,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,863,138 | CurrentTaxYearAmt |
| Total | $20,804,586 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,381,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,477,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,423,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,658,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,863,138 | CurrentTaxYearAmt |
| Total | $20,804,586 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,217,096 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,587,490 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $390,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $969,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $663,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $900,289 | CurrentTaxYearAmt |
| Total | $3,696,394 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,156 | CurrentTaxYearAmt |
| Total | $403,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,904,137 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,188,178 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 29,569. 2021 AMOUNT: $ 31,875. 2022 AMOUNT: $ 39,644. 2023 AMOUNT: $ 145,913. 2024 AMOUNT: $ 156,156. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 56 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $863,399 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $646,455 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,005,295 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,304,609 | BeginningYearBalanceAmt |
| Contributions | $1,916,848 | ContributionsAmt |
| Investment Earnings Or Losses | $2,988,045 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,179,565 | GrantsOrScholarshipsAmt |
| End Year Balance | $30,029,937 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,574,698 | BeginningYearBalanceAmt |
| Contributions | $1,928,901 | ContributionsAmt |
| Investment Earnings Or Losses | $3,679,887 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $878,877 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,304,609 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,042,002 | BeginningYearBalanceAmt |
| Contributions | $2,437,952 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,208,551 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,696,705 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,574,698 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,395,024 | BeginningYearBalanceAmt |
| Contributions | $473,535 | ContributionsAmt |
| Investment Earnings Or Losses | $2,624,201 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,450,758 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,042,002 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,127,134 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $343,764 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,849 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,438,049 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,611 | OtherCostOrOtherBasisAmt |
| Book Value | $36,611 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,865 | DepreciationAmt |
| Book Value | $1,703 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,376 | DepreciationAmt |
| Book Value | $137,071 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $295,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $245,886 | DepreciationAmt |
| Book Value | $49,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,893 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,668 | DepreciationAmt |
| Book Value | $68,225 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $293,478 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $1,860,276 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $4,287,221 |
| RIGHT OF USE ASSET | $18,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,166,010 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST PAYABLE TO OTHERS | $1,839,759 |
| FUNDS HELD FOR AGENCIES | $3,330,269 |
| ST LEASE LIABILITY | $9,492 |
| LT LEASE LIABILITY | $9,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,188,541 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,278,726 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,621,514 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $740,977 | OtherRevenueAmt |
| Revenue Not Reported | $2,362,491 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,916,235 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,613 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$399,210 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$304,597 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,611,638 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,314,302 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$577,717 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$577,717 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,892,019 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,613 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $94,613 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,986,632 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION DETEREMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | JSSSO REVENUE 1,769,690. ELIMINATION -1,028,713. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN CSV OF LIFE INSURANCE -83,060. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -316,150. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UJC HOLDINGS EXPENSES 120,708. ELIMINATING ENTRIES -1,050,732. JSSSO EXPENSE 352,307. |
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUNDS IS TO MEET THE CURRENT AND LONG-TERM NEEDS OF THE LOCAL AND WORLDWIDE JEWISH COMMUNITIES, IN ADDITION TO OTHER CHARITABLE ORGANIZATIONS, THROUGH THE CAREFUL AND INFORMED PROVISIONS OF GRANTS FROM THE UNRESTRICTED FUND AND THE DONOR ADVISED FUNDS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $134,375 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF NORTH AMERICA INC | ||||||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | 131624240 | 501(C)(3) | $134,375 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CHABAD HOUSE | ||||||||||
| 2728 KING ROAD | TOLEDO | OH | 43617 | 341585242 | 501(C)(3) | $104,618 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CONGREGATION B'NAI ISRAEL | ||||||||||
| 6525 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344437103 | 501(C)(3) | $103,902 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| HAROLD GRINSPOON FOUNDATION | ||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | 046685725 | 501(C)(3) | $76,173 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| TEMPLE SHOMER EMUNIM | ||||||||||
| 6453 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344455619 | 501(C)(3) | $57,277 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| WORLDWIDE FRIENDS FOUNDATIONISRAEL FRIENDS | ||||||||||
| 1115 BROADWAY 11TH FLOOR SUITE 1143 | NEW YORK | NY | 10010 | 882071011 | 501(C)(3) | $50,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CAMP WISE | ||||||||||
| 26001 S WOODLAND RD | BEACHWOOD | OH | 44122 | 340714439 | 501(C)(3) | $43,056 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CONGREGATION ETZ CHAYIM | ||||||||||
| 3853 WOODLEY RD | TOLEDO | OH | 43606 | 344440050 | 501(C)(3) | $24,218 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| THE UNIVERSITY OF TOLEDO FOUNDATION | ||||||||||
| 4510 DORR ST MS 820 | TOLEDO | OH | 43615 | 346555110 | 501(C)(3) | $15,500 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| JEWISH UNITED FUND OF METRO CHICAGO | ||||||||||
| BEN GURION WAY 30 S WELLS STREET | CHICAGO | IL | 60606 | 362167034 | 501(C)(3) | $15,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||||
| 5495 MAYFIELD ROAD STE 200 | LYNDHURST | OH | 44124 | 133156445 | 501(C)(3) | $14,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CONNECTING KIDS TO MEALS INC | ||||||||||
| PO BOX 9363 | TOLEDO | OH | 43697 | 341969461 | 501(C)(3) | $13,610 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| METROPARKS TOLEDO FOUNDATION | ||||||||||
| 5100 W CENTRAL AVENUE SUITE A | TOLEDO | OH | 43615 | 237425773 | 501(C)(3) | $12,600 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | 590948696 | 501(C)(3) | $11,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | 341015976 | 501(C)(3) | $11,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| ISRAEL TENNIS CENTERS FOUNDATION | ||||||||||
| 3275 WEST HILLSBORO BLVD SUITE 102 | DEERFIELD BEACH | FL | 33442 | 132961273 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| THE TIKVAH FUND | ||||||||||
| 165 E 56TH STREET FOURTH FLOOR | NEW YORK | NY | 10022 | 133676152 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | 208202424 | 501(C)(3) | $9,973 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| AMERICAN FRIENDS OF ORR SHALOM | ||||||||||
| 3706 ENTERPRISE DRIVE | JANESVILLE | WI | 53546 | 133502817 | 501(C)(3) | $9,973 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| ELEM YOUTH IN DISTRESS IN ISRAEL | ||||||||||
| 121 WEST 36TH ST SUITE 329 | NEW YORK | NY | 10018 | 133171815 | 501(C)(3) | $9,973 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| TAMARACK CAMPS | ||||||||||
| 6735 TELEGRAPH RD 380 | BLOOMFIELD HILLS | MI | 48301 | 381360545 | 501(C)(3) | $9,715 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| SHALEM FOUNDATION | ||||||||||
| 845 THIRD AVE 6TH FLOOR | NEW YORK | NY | 10022 | 133941865 | 501(C)(3) | $9,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| TOLEDO ALLIANCE FOR THE PERFORMING ARTS | ||||||||||
| PO BOX 407 | TOLEDO | OH | 43697 | 344005365 | 501(C)(3) | $9,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| GOLDMAN UNION CAMP INSTITUTE | ||||||||||
| 9349 MOOR RD | ZIONSVILLE | IN | 46077 | 131663143 | 501(C)(3) | $8,749 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| THE OHIO STATE UNIVERSITY | ||||||||||
| 281 WEST LANE AVENUE | COLUMBUS | OH | 43210 | 010583602 | STATE OF OHIO | $8,600 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| THE UNIVERSITY OF TOLEDO | ||||||||||
| 2801 W BANCROFT ST MAIL STOP 314 | TOLEDO | OH | 43606 | 346401483 | STATE OF OHIO | $6,700 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| HABONIM DROR CAMP TAVOR | ||||||||||
| PO BOX 201068 | CLEVELAND | OH | 44120 | 366009159 | 501(C)(3) | $6,347 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| TOLEDO MUSEUM OF ART | ||||||||||
| PO BOX 1013 | TOLEDO | OH | 43697 | 344434678 | 501(C)(3) | $6,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| READ FOR LITERACY INC | ||||||||||
| 325 N MICHIGAN STREET | TOLEDO | OH | 43604 | 341516490 | 501(C)(3) | $5,200 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CONGREGATION BETH YAM | ||||||||||
| 4501 MEETING STREET | HILTON HEAD ISLAND | SC | 29926 | 570727504 | 501(C)(3) | $5,050 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CHABAD JEWISH CENTER OF SOLON | ||||||||||
| 5570 HARPER RD | SOLON | OH | 44139 | 341796153 | 501(C)(3) | $5,018 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| THE RATNER SCHOOL | ||||||||||
| 27575 SHAKER BLVD | CLEVELAND | OH | 44124 | 341367106 | 501(C)(3) | $5,018 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| UJC HOLDINGS COMPANY INC | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344428223 | 501(C)(3) | $22,019 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| COMMUNITY PANTRY | 2055 | $0 | $25,970 | FMV | COMMUNITY FOOD PANTRY |
| CARE MANAGMENT | 220 | $127,448 | $0 | FMV | HOME CARE EXPENSES |
| SCHOLARSHIPS | 21 | $17,277 | $0 | FMV | STUDENT SCHOLARSHIPS |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE GRANTS AND ALLOCATIONS ARE PRESENTED AND APPROVED THROUGH THE BUDGET PROCESS AND THEN MONITORED MONTHLY BY THE CONTROLLER, CEO AND THE BOARD. |
| SCHEDULE I, PART II: | JEWISH FEDERATION OF GREATER TOLEDO REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN ROTHSCHILD | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $155,315 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $43,190 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,237 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $27,445 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $241,187 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $623,842 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEIJER GIFT CARD | 1 | $25,970 | COST |
| Yes (X) | GEM STONE | 2 | $2,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I | TOLEDO JEWISH COMMUNITY FOUNDATION, FOUNDED IN 1980 AS THE ENDOWMENT DEVELOPMENT PROGRAM OF JEWISH FEDERATION OF GREATER TOLEDO, WAS ESTABLISHED TO MEET PHILANTHROPIC CHALLENGES AND NEEDS OF THE TOLEDO JEWISH COMMUNITY AS WELL AS THE NEEDS OF OUR PEOPLE LOCALLY, NATIONALLY, AND GLOBALLY. THE FOUNDATION PROVIDES AN OPPORTUNITY TO LEAVE A LASTING LEGACY - A PERMANENT IMPRINT THAT WILL ENRICH THE LIVES OF GENERATIONS TO COME. SINCE ITS INCEPTION, THE FOUNDATION HAS HELPED INDIVIDUALS AND FAMILIES ALIKE CREATE A LEGACY THAT REPRESENTS THE VALUES AND MITZVOT BY WHICH THEY HAVE GOVERNED THEIR LIVES. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL ADVISE AND AID ADMINISTRATION OF THE FEDERATION IN ALL MATTERS AFFECTING THE BUSINESS AND INTEREST OF THE FEDERATION. WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS, EXCEPT ACTION WITH RESPECT TO: 1) FILING VACANCIES IN THE BOARD OF DIRECTORS OR VACANCIES IN ANY OFFICE, 2) ALLOCATIONS AND FINAL BUDGET APPROVAL, 3) APPROVAL OF ALL CONTRACTS ENTERED INTO INVOLVING A DURATION OF MORE THAN ONE YEAR (FOR PERSONNEL, MATERIALS OR SERVICES), 4) APPROVAL OF CAPITAL EXPENDITURES, 5) ENDOWMENT MANAGEMENT, 6) APPROVAL OF THE HIRING OR FIRING OF ANY EXECUTIVE DIRECTOR EMPLOYED BY ANY AFFILIATED AGENCY, AND 7) MATERIAL ACTIONS. |
| FORM 990, PART VI, SECTION A, LINE 2 | MARK AND RICHARD GREENBLATT HAVE A FAMILY RELATIONSHIP. CHAD AND MATT KRIPKE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE FEDERATION SHALL CONSIST OF ALL JEWISH PERSONS EIGHTEEN YEARS OF AGE OR OLDER WHO RESIDE IN LUCAS, WOOD, OTTAWA, OR FULTON COUNTY IN OHIO OR MONROE OR LENAWEE COUNTY IN MICHIGAN (THE "GREATER TOLEDO AREA") AND MAKE AN ANNUAL CONTRIBUTION TO THE FEDERATION (THE "MEMBERS"). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE JEWISH COMMUNITY VOTES ON MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE POWER TO ALTER, AMEND OR REPEAL THE CODE OF REGULATIONS OR ADOPT A NEW CODE OF REGULATIONS SHALL BE VESTED IN THE MEMBERS OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WITH INFORMATION PROVIDED BY MANAGMENT. UPON COMPLETION, THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. ANNUAL DISCLOSURE STATEMENTS ARE COMPLETED AND SENT TO THE PRESIDENT OF THE BOARD AS WELL AS KEPT ON HAND IN THE ADMINISTRATION OFFICE. ANY FAMILY OR BUSINESS RELATIONSHIPS ARE DISCLOSED ANNUALLY ON THE 990 PART VI, LINE 2. THE BOARD MAKES THE DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS AND ANY BOARD MEMBERS INVOLVED IN THE POTENTIAL CONFLICT RECUSE THEMSELVES FROM ANY RELATED VOTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: A SEARCH COMMITTEE CONSISTING OF BOARD MEMBERS REVIEW THE COMPENSATION OF THE CEO. DURING THIS PROCESS, THEY REVIEW COMPENSATION OF OTHER SIMILAR SIZED FEDERATIONS IN NORTH AMERICA. THE BOARD THEN APPROVES THE CEO'S SALARY DURING THE BUDGET PROCESS AND THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. THE CEO POSITION IS A THREE YEAR TERM CONTRACT. LINE 15B: SALARIES FOR ALL EMPLOYEES ARE REVIEWED DURING THE BUDGET PROCESS AND COMPARABLE SALARIES ARE REVIEWED. CHANGES ARE APPROVED BY THE CEO AND CFO. THE BOARD THEN APPROVES THE SALARIES DURING THE BUDGET PROCESS AND THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS AND THE 990 ARE AVAILABLE THROUGH THE WEBSITE. |
| FORM 990, PART XI, LINE 9: | INCREASE IN CSV OF LIFE INSURANCE 83,060. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 316,150. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLEDO JEWISH COMMUNITY CEMETERY ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CEMETERY | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $107,361 | TotalIncomeAmt |
| End Of Year Assets | $294,043 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER TOLEDO | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UJC HOLDINGS COMPANY INC | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 344428223 | SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND RELATED ORGS | OH | 501(C)(3) | LINE 7 | JEWISH FEDERATION OF GREATER TOLEDO | Yes (1) |
| JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 542067407 | SUPPORT SERVICES AND PROGRAMS FOR THE 55+ JEWISH COMMUNITY | OH | 501(C)(3) | LINE 12A, I | JEWISH FEDERATION OF GREATER TOLEDO | Yes (1) |
| DONALD L SOLOMON FUND | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 311674444 | SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND PROGRAMS | OH | 501(C)(3) | LINE 12A, I | JEWISH FEDERATION OF GREATER TOLEDO | Yes (1) |
| GARY AND ANDREA DELMAN FAMILY FOUNDATION | ||||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 203214200 | SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO | OH | 501(C)(3) | LINE 12A, I | JEWISH FEDERATION OF GREATER TOLEDO | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ELLEN L WILLIAMS CHARITABLE REMAINDER UNITRUST | |||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 876904894 | CRUT | OH | JEWISH FEDERATION OF GREATER TOLEDO | T | Yes (1) |
| JACK & KATHRYN GALLON CHARITABLE REMIANDER TRUST II | |||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 467320632 | CRUT | OH | JEWISH FEDERATION OF GREATER TOLEDO | T | Yes (1) |
| THE JACK & KATHRYN GALLON CHARITABLE REMAINDER TRUST | |||||||||
| 6465 SYLVANIA AVE | SYLVANIA | OH | 43560 | 206051090 | CRAT | OH | JEWISH FEDERATION OF GREATER TOLEDO | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DONALD L SOLOMON FUND | ||
| C | $26,000 | GRANTS RECEIVED |
| THE JACK & KATHRYN GALLON CHARITABLE REMAINDER TRUST | ||
| R | $18,504 | CASH TRANSFERRED |
| JACK & KATHRYN GALLON CHARITABLE REMIANDER TRUST II | ||
| R | $34,134 | CASH TRANSFERRED |
| ELLEN L WILLIAMS CHARITABLE REMAINDER UNITRUST | ||
| R | $35,317 | CASH TRANSFERRED |
| JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION | ||
| C | $706,515 | GRANTS RECEIVED |
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