2018-11-14T16:04:23-06:00 2017-12-31 223604710 JAMES M WOOD CPA 603B OMNI DRIVE HILLSBOROUGH NJ 08844 990 2017-01-01 221500549 THE JEWISH FEDERATION OF MIDDLESEX & MONMOUTH COUNTIES A NJ NONPROFIT CORP JEWI 7325881800 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 MURRAY KATZ TREASURER 7325881800 2018-11-14 1 JAMES M WOOD P00310420 9084311700 2018-11-06 X 173.161.221.185 2018-11-14 16:59:13 ES P 2D72A1720A40BAF8C6E91116F587AF915797A6E6 2D72A1720A40BAF8C6E91116F587AF915797A6E6 2017 2019-02-21 02:37:17Z MURRAY KATZ 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 8886855 0 X JEWISHHEARTNJ.ORG X 1986 NJ CENTRAL COORDINATING AGENCY FOR THE JEWISH COMMUNITY IN MIDDLESEX & MONMOUTH COUNTIES, NJ. 41 41 23 500 0 0 3801046 4394336 0 0 485172 1215559 381027 345528 4667245 5955423 2250127 2217437 0 0 1617180 1468124 0 0 622880 1164124 1191117 5031431 4876678 -364186 1078745 20166310 21636358 2219542 1815659 17946768 19820699 X THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES, A NJ NON-PROFIT CORPORATION, ALSO KNOWN AS THE JERSEY FEDERATION IN THE HEART OF NEW JERSEY, BRINGS TOGETHER PEOPLE, PARTNERS AND RESOURCES TO FULFILL THE MOST IMPORTANT NEEDS AND ASPIRATIONS OF OUR COMMUNITY.WE CARE FOR THE VULNERABLE LOCALLY AND WORLDWIDE, FORGE STRONG CONNECTIONS WITH ISRAEL, ATTRACT PEOPLE TO A MORE VIBRANT COMMUNITY, AND INSPIRE THE NEXT GENERATION TO EMBRACE JEWISH LIFE. 0 0 1252257 455000 FUND VARIOUS JEWISH PROGRAMS TO ENGAGE AND SUPPORT THE JEWISH COMMUNITY HERE AND ABROAD. 909386 628957 CREATE A JEWISH LEGACY PROMOTES THE MESSAGE THAT ALL OF US, REGARDLESS OF AGE, WEALTH OR AFFILIATION, HAVE THE ABILITY TO MAKE A DIFFERENCE IN THE LIVES OF FUTURE JEWISH GENERATIONS THROUGH PERMANENT ENDOWMENTS. THIS MESSAGE WAS SHARED WITH MEMBERS OF SYNAGOGUES, SOCIAL SERVICE AGENCIES, ADULT COMMUNITIES AND AT FEDERATIONS FLORIDA REUNION. 1542480 1133480 PROGRAMMATIC FUNDING TO BENEFITTING AGENCIES THAT PROVIDE VALUABLE SERVICES TO MEMBERS OF THE JEWISH COMMUNITY. SITE VISITS ARE CONDUCTED TO MONITOR PERFORMANCE, INCLUDING ATTENDANCE AT BOARD MEETINGS TO ARTICULATE FEDERATION PHILOSOPHY AND POLICY, AND TO REMAIN INFORMED ABOUT UPDATES AT THE ORGANIZATIONS. 292102 MARKETING AND PUBLIC RELATIONS INCLUDING ARTICLES IN THE JEWISH NEWS, SOCIAL MEDIA EXPOSURE, AND DIRECT MAILINGS TO PROMOTE OUR PROGRAMS. 292102 3996225 1 1 0 0 0 1 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 23 1 0 0 0 0 0 0 0 1 1 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X X THE ORGANIZATION 7325881800 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 X JEFFREY SCHWARTZ PRESIDENT 10.00 X X 0 0 0 AMY MALLET FIRST VICE PRESIDENT 5.00 X X 0 0 0 MICHELLE FIELDS SECOND VICE PRESIDENT 5.00 X X 0 0 0 MURRAY KATZ TREASURER 5.00 X X 0 0 0 CHERYL MARKBREITER SECRETARY 5.00 X X 0 0 0 MAURIE BACKMAN TRUSTEE 1.00 X 0 0 0 RUTH BASH TRUSTEE 1.00 X 0 0 0 LINDA BENISH TRUSTEE 1.00 X 0 0 0 LINDA BLOCK TRUSTEE 1.00 X 0 0 0 JENNIFER BULLOCK TRUSTEE 1.00 X 0 0 0 JAY FIELDS TRUSTEE 1.00 X 0 0 0 JOAN FISCHER TRUSTEE 1.00 X 0 0 0 PHYLLIS FREED TRUSTEE 1.00 X 0 0 0 DEBORAH FRIEDMAN TRUSTEE 1.00 X 0 0 0 CINDY GITTLEMAN TRUSTEE 1.00 X 0 0 0 MERYL GONCHAR TRUSTEE 1.00 X 0 0 0 SHERYL GRUTMAN TRUSTEE 1.00 X 0 0 0 EDWARD GUTTENPLAN TRUSTEE 1.00 X 0 0 0 MARLENE HERMAN TRUSTEE 1.00 X 0 0 0 SHERYL HOROWITZ TRUSTEE 1.00 X 0 0 0 ALEXANDER KEMENY TRUSTEE 1.00 X 0 0 0 ROSANNE KOENIGSON TRUSTEE 1.00 X 0 0 0 LAURIE LANDY TRUSTEE 1.00 X 0 0 0 RHONDA LEVY TRUSTEE 1.00 X 0 0 0 LOUISA LIECHTUNG TRUSTEE 1.00 X 0 0 0 MAXINE MACNOW TRUSTEE 1.00 X 0 0 0 SUSAN MANDELL TRUSTEE 1.00 X 0 0 0 LESLIE OSTRIN TRUSTEE 1.00 X 0 0 0 DEVORAH PAVA TRUSTEE 1.00 X 0 0 0 KEN PHILMUS TRUSTEE 1.00 X 0 0 0 JUDY PREMSELAAR TRUSTEE 1.00 X 0 0 0 JODI REICH TRUSTEE 1.00 X 0 0 0 LAUREN REICH TRUSTEE 1.00 X 0 0 0 JEREMY RENNA TRUSTEE 1.00 X 0 0 0 LARRY ROSEN TRUSTEE 1.00 X 0 0 0 RABBI ARI SAKS TRUSTEE 1.00 X 0 0 0 FRANCINE SEMAYA TRUSTEE 1.00 X 0 0 0 ELIOT SPACK TRUSTEE 1.00 X 0 0 0 ROBIN WANDER TRUSTEE 1.00 X 0 0 0 MICHAEL WASSERMAN TRUSTEE 1.00 X 0 0 0 PHOEBE WOFCHUCK TRUSTEE 1.00 X 0 0 0 SUSAN ANTMAN EXECUTIVE VP 36.00 X 184346 0 13220 KEITH KRIVITZKY CEO 36.00 X 188500 0 19136 VESELKA DUSICHKA DIRECTOR OF FINANCE & ADMINISTRATION 36.00 X 113500 0 6698 486346 0 39054 3 0 1 0 0 4394336 4394336 305017 305017 3841974 2931432 910542 910542 910542 OTHER INCOME 900099 345528 345528 345528 5955423 1256070 0 305017 1762437 1762437 455000 455000 372846 238621 44742 89483 889426 569233 106731 213462 108782 69620 13054 26108 97070 41657 18406 37007 61526 28822 12288 20416 20202 9464 4034 6704 26426 10442 6756 9228 PROGRAMS 320406 199846 0 120560 PROFESSIONAL & INVESTME 165602 91470 26512 47620 SCHOLARSHIPS 164550 164550 0 0 DUES & MEMBERSHIPS 157857 157857 0 0 274548 197206 25050 52292 4876678 3996225 257573 622880 798437 843603 1566731 1508264 324380 224571 9325 66554 813580 412082 411750 401498 16364037 17842465 691650 749403 20166310 21636358 246118 56470 1718239 1374585 255185 384604 2219542 1815659 X 4706900 5859254 9094950 9816391 4144918 4145054 17946768 19820699 20166310 21636358 1078745 795186 0 X X 0 1 X 1 0 X 2308194 1683629 4207497 3801046 4394336 16394702 2308194 1683629 4207497 3801046 4394336 16394702 0 0 0 16394702 212105 114190 299690 313812 305017 1244814 212105 114190 299690 313812 305017 1244814 41865 13732 70764 381027 345528 852916 2562164 1811551 4577951 4495885 5044881 18492432 0.88660 0.89310 0.06730 0.07220 X 23 72 1121826 90191 238167 944403 2380647 15164297 1 1 X X 0 15649555 1210011 2049449 1301524 17607491 15180053 380269 1127855 1038622 15649555 15821070 873341 28582 1542940 15180053 10800932 331834 44507 401254 10776019 9614529 302773 1414783 528403 2750 10800932 0.21420 0.23540 0.55040 0 0 105300 105300 479700 267508 212192 48317 37420 10897 180263 107154 73109 401498 GOVERNMENT OF ISRAEL BONDS 768500 F MUTUAL FUNDS 9392816 F EXCHANGE-TRADED FUNDS 264285 F JEWISH COMMUNITY ENDOWMENT POOL 7416864 F 17842465 PRESENT VALUE OF ANNUITY OBLIGATIONS 227604 CUSTODIAL FUNDS- JEWISH CEMETERY MANAGEMENT CORP 157000 384604 6750609 795186 795186 5955423 0 5955423 4876678 0 4876678 0 4876678 PART III, LINE 4: JUDAIC ARTWORK WHICH HAS CULTURAL RELEVANCE TO THE MISSION OF THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 0 MIDDLE EAST AND NORTH AFRICA SCHOLASTIC ASSISTANCE PROGRAM 12500 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT TECHNOLOGY AND THE CITY IN HAIFA 7500 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT TEEN OUTREACH PROGRAM IN JERUSALEM 20000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT VOCATIONAL REHABILITATION FOR PEOPLE LIVING WITH MENTAL ILLNESS 15000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT FAMILY INTERVENTION PROGRAM FOR LGBT YOUTH 10000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT INCLUSIVE YOUNG LEADERSHIP PROGRAM FOR TEENS AND YOUNG ADULTS WITH DISABILITIES 15000 MIDDLE EAST AND NORTH AFRICA PREVENTION WORKSHOPS FOR CHILDREN AT RISK 10000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, K-9 PROFESSIONAL TRAINING PROGRAM 10000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PREPARATION FOR CIVILIAN LIFE 10000 MIDDLE EAST AND NORTH AFRICA EMPLOYMENT TECHNOLOGY PROGRAM FOR WOMEN-JERUSALEM 10000 MIDDLE EAST AND NORTH AFRICA AFTER SCHOOL CLUBS; KIRYAT, MALACHI & GAT 15000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, CAFE RINGLEBLIM IN BEER SHEVA 10000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, AT-RISK YOUTH ACADEMIC ASSISTANCE PROGRAM 15000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, AWARENESS, PREVENTION & TREATMENT OF ABUSED CHILDREN 10000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, EDUCATIONAL REINFORCEMENT AND MENTORING FOR YOUTH AT RISK 10000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, REMEDIAL TUTORING FOR CHILDREN AND YOUTH 10000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, "LET'S GET TO WORK" ISRAEL PERIPHERIES 10000 MIDDLE EAST AND NORTH AFRICA INCLUSIVE VOCATIONAL ASSISTANCE FOR PEOPLE WITH DOWN'S SYNDROME 5000 MIDDLE EAST AND NORTH AFRICA TRAINING EDUCATION IN ISRAEL'S PERIPHERY 10000 0 0 0 0 0 0 1 AXELROD PERFORMING ARTS CENTER 272362887 501(C)(3) 33000 ALLOCATION IS USED TO OFFSET LOSSES IN JEWISH CULTURAL PROGRAMMINGFROM THE FEDERATION HELPS TO SUBSIDIZE FINANCIAL AID AWARDED TO LOWER INCOME FAMILIES JEWISH FAMILY AND CHILDREN SERVICES 222486800 501(C)(3) 300000 GRANT IS USED TO PROVIDE FOOD, COUNSELING, HOME CARE ASSISTANCE, SOCIALIZATION AND OTHER SERVICES JEWISH FAMILY SERVICE (JFS) 530196598 501(C)(3) 297000 ALLOCATION IS USED TO OFFSET LOSSES IN BOTH SOCIAL SERVICE FOR JEWISH CLIENTS & CULTURAL JCC COMMUNITY CENTER 237140024 501(C)(3) 50000 ALLOCATION IS USED TO OFFSET LOSSES IN BOTH JEWISH CULTURAL PROGRAMMING & SENIOR ADULT JSS AGENCY 223672008 501(C)(3) 35000 GRANT IS USED TO PROVIDE FOOD, RENT ASSISTANCE, UTILITY PAYMENT ASSISTANCE, AND OTHER ESSENTIAL NEEDS TO THE MOST VULNERABLE PEOPLE IN OUR COMMUNITY RUTGERS HILLEL 260177367 501(C)(3) 45800 PROGRAMMING FOR JEWISH COLLEGE STUDENTS. JFNA 131624240 501(C)(3) 133723 SUPPORT FOR CRITICAL SERVICES OVERSEAS AND OPERATING SUPPORT ASSOC OF JEWISH FEDERATION OF NEW JERSEY 221487222 501(C)(3) 21084 OPERATING SUPPORT JEWISH COUNCIL OF PUBLIC AFFAIRS 131624104 501(C)(3) 2300 OPERATING SUPPORT NETIVOT 112943633 501(C)(3) 23000 EDUCATIONAL PROGRAM SUPPORT RABBI PESACH RAMON YESHIVA 501(C)(3) 141640 EDUCATIONAL PROGRAM SUPPORT SOLOMON SCHECHTER DAY SCHOOL 501(C)(3) 86000 EDUCATIONAL PROGRAM SUPPORT YESHIVA AT THE JERSEY SHORE 352262145 501(C)(3) 11000 EDUCATIONAL PROGRAM SUPPORT SEAD 501(C)(3) 10000 EDUCATIONAL PROGRAM SUPPORT YACHAD 501(C)(3) 8500 CAREGIVER SUPPORT AND SOCIALIZATION PROGRAMS HILLEL YESHIVA 501(C)(3) 15000 EDUCATIONAL PROGRAM SUPPORT DSN 501(C)(3) 18000 CULTURAL PROGRAM SUPPORT FRIENDSHIP CIRCLE 501(C)(3) 12500 SOCIALIZATION AND CAMP PROGRAM SUPPORT HAND IN HAND SOCIALIZATION AND CAMP 501(C)(3) 12500 SOCIALIZATION AND CAMP PROGRAM SUPPORT CHABAD OF THE SHORE MONMOUTH UNIVERSITY 501(C)(3) 5000 PROGRAMMING FOR COLLEGE STUDENTS SCHEDULE I - PART II - PAGE 1 GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICAN (JFNA), A 501(C)(3) DOMESTIC CHARITY, ARE REPORTED ON SCHEDULE I. X X X X X 0 1 0 0 0 0 0 0 0 SUSAN ANTMAN EXECUTIVE VP 165000 0 13000 0 6346 0 10344 0 2876 0 197566 0 0 0 KEITH KRIVITZKY CEO 180000 0 8500 0 0 0 10800 0 8336 0 207636 0 0 0 PART I, LINE 4B KEITH KRIVITZKY, CEO, AND SUSAN ANTMAN, EXECUTIVE VICE PRESIDENT, PARTICIPATED IN A 457(B) DEFERRED COMPENSATION PLAN IN ADDITION TO THE QUALIFIED PROFIT SHARING PLAN. EMPLOYER CONTRIBUTIONS TOTALING $1,725, REPRESENTING OF .5% OF THEIR COMPENSATION, WERE MADE INTO THE 457(B) PLAN ON THEIR BEHALF. 4112 0 ELISE FELDMAN MEMBER OF BOARD 5742 RETIREMENT PLAN ADMINISTRATOR; AMOUNTS EARNED DONATED BACK TO ORGANIZATION. 0 EDWARD GUTTENPLAN MEMBER OF BOARD 24415 INFORMATION TECHNOLOGY SERVICES. A PORTION OF AMOUNTS EARNED DONATED BACK TO ORGANIZATION. 0 FORM 990, PART VI, SECTION B, LINE 11B 990 IS MADE AVAILABLE IN THE FEDERATION OFFICE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGNED DISCLOSURE STATEMENTS ARE OBTAINED FROM BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 CONDUCT ANNUAL PERFORMANCE REVIEWS. OBTAIN ANNUAL SURVEY FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. EXECUTIVE DIRECTOR DETERMINES COMPENSATION FOR STAFF. PERSONNEL COMMITTEE DETERMINES COMPENSATION FOR EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 POSTED TO THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: SAME AS LAST YEAR.