RALEIGH-CARY JEWISH FEDERATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RALEIGH-CARY JEWISH FEDERATION INC (EIN 56-1553301)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201843199349316154
Schema version
2017v2.3
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)
Return2018-11-15T16:47:51-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561627242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROMEO WIGGINS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR RD 202AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561553301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RALEIGH-CARY JEWISH FEDERATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRALEBusinessNameControlTxt
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD STE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT HUBALPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9196762200PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ KELLY LANIERPreparerPersonNm
PTINP01240701PTIN
Phone9198705151PhoneNum
Preparation2018-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.172.56.238IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm15:47:51IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id661C0AF064C3884558A93410609B5CC0114E7256AtSubmissionCreationDeviceId
At Submission Filing Device Id135DBB0DE1438BBF04743927492C0F79E60299ABAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF RALEIGH-CARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerROBERT HUBALPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,583,777GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHALOMRALEIGH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee78TotalEmployeeCnt
Total Volunteers775TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$996,470PYContributionsGrantsAmt
CY Contributions Grants$1,045,297CYContributionsGrantsAmt
PY Program Service Revenue$336,364PYProgramServiceRevenueAmt
CY Program Service Revenue$392,838CYProgramServiceRevenueAmt
PY Investment Income$3,487PYInvestmentIncomeAmt
CY Investment Income$38,773CYInvestmentIncomeAmt
PY Other Revenue$5,208PYOtherRevenueAmt
CY Other Revenue$78,434CYOtherRevenueAmt
PY Total Revenue$1,341,529PYTotalRevenueAmt
CY Total Revenue$1,555,342CYTotalRevenueAmt
PY Grants And Similar Paid$43,494PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$38,882CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$570,193PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$883,765CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$371,577CYTotalFundraisingExpenseAmt
PY Other Expenses$654,686PYOtherExpensesAmt
CY Other Expenses$744,754CYOtherExpensesAmt
PY Total Expenses$1,268,373PYTotalExpensesAmt
CY Total Expenses$1,667,401CYTotalExpensesAmt
PY Revenues Less Expenses$73,156PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$112,059CYRevenuesLessExpensesAmt
Total Assets BOY$6,149,056TotalAssetsBOYAmt
Total Assets EOY$6,701,397TotalAssetsEOYAmt
Total Liabilities BOY$1,313,588TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,797,463TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,835,468NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,903,934NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$793,103ExpenseAmt
Revenue$288,030RevenueAmt
DescJEWISH COMMUNITY CENTER: THE SOCIAL, CULTURAL AND PHYSICAL MEETING PLACE SERVING ALL AGES OF JEWISH CITIZENS IN WAKE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$340,856ExpenseAmt
Revenue$26,855RevenueAmt
DescJEWISH FAMILY SERVICES: A COUNSELING AGENCY DESIGNED TO BE AVAILABLE FOR JEWISH INDIVIDUALS AND FAMILIES NEEDING SPECIAL ASSISTANCE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$40,312ExpenseAmt
Grant$38,882GrantAmt
DescNATIONAL/INTERNATIONAL ALLOCATIONS: DISTRIBUTIONS OF FUNDS TO THE JEWISH FEDERATIONS OF NORTH AMERICA AND OTHER FUNDS FOR ASSISTING JEWISH COMMUNITIES IN THE UNITED STATES AND ABROAD.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$35,950ExpenseAmt
Revenue$6,650RevenueAmt
DescJEWISH COMMUNITY FOUNDATION; JEWISH COMMUNITY RELATIONS COUNCIL; COMMUNICATIONS AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$35,950TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$6,650TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,210,221TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee78EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK WIENERPersonNm
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
RABBI YISROEL COTLAR
TRUSTEE - NO2.00Yes (X)$1,194$0$0
MARK WIENER
PAST PRESIDE4.00Yes (X)$0$0$0
HARVEY SMALHEISER
1ST VP4.00Yes (X)$0$0$0
ROBERT HUBAL
PRESIDENT4.00Yes (X)$0$0$0
RICHARD GREENE
VP - JCC4.00Yes (X)$0$0$0
ROBERT GOLDWASSER
VP JCRC4.00Yes (X)$0$0$0
JUDY ROSALEZ
VP - JFS4.00Yes (X)$0$0$0
SALLY ZENICK
VP - JFS4.00Yes (X)$0$0$0
MEL BERNAY
SECRETARY4.00Yes (X)$0$0$0
COREY SKOLNICK
TREASURER4.00Yes (X)$0$0$0
RON BERGEN
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL BURGER
TRUSTEE2.00Yes (X)$0$0$0
SHARON CUTLER
TRUSTEE2.00Yes (X)$0$0$0
RANDY DRAWAS
TRUSTEE2.00Yes (X)$0$0$0
JAMIE ELIAHU
TRUSTEE2.00Yes (X)$0$0$0
STEVEN FEIERSTEIN
TRUSTEE2.00Yes (X)$0$0$0
AARON GOLUB
TRUSTEE2.00Yes (X)$0$0$0
BECKY LEVINE
TRUSTEE2.00Yes (X)$0$0$0
JASON SCHNEIDER
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM TRAURIG
TRUSTEE2.00Yes (X)$0$0$0
CAROLE GULD
HONORARY TRU2.00Yes (X)$0$0$0
RABBI LUCY DINNER
TRUSTEE - NO2.00Yes (X)$0$0$0
RABBI ARIEL EDERY
TRUSTEE - NO2.00Yes (X)$0$0$0
RABBI PINCHAS HERMAN
TRUSTEE - NO2.00Yes (X)$0$0$0
RABBI RAACHEL JUROVICS
TRUSTEE - NO2.00Yes (X)$0$0$0
RABBI ERIC SOLOMON
TRUSTEE - NO2.00Yes (X)$0$0$0
CARIN SAVEL
CHIEF EXEC O40.00$124,880$0$10,780Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$126,074TotalReportableCompFromOrgAmt
Total Other Compensation$10,780TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$44,103FundraisingAmt
All Other Contributions$1,001,194AllOtherContributionsAmt
Total Contributions$1,045,297TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
JEWISH COMMUNITY CENTER$288,030$288,030
MEMBERSHIP DUES$71,303$71,303
JEWISH FAMILY SERVICES$26,855$26,855
FEDERATION$6,550$6,550
JEWISH COMMUNITY RELATIONS CO$100$100
FieldValueIRS element (for citing)
Total Program Service Revenue$392,838TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,773TotalRevenueColumnAmt
Exclusion$38,773ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$83,548FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$44,103ContriRptFundraisingEventAmt
Fundraising Direct Expenses$28,435FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,113TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Total Revenue Column$23,321TotalRevenueColumnAmt
Exclusion$23,321ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$23,321OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,555,342TotalRevenueColumnAmt
Related Or Exempt Func Income$392,838RelatedOrExemptFuncIncomeAmt
Exclusion$62,094ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$38,882TotalAmt
Program Services$38,882ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$126,074TotalAmt
Program Services$54,892ProgramServicesAmt
Management And General$24,976ManagementAndGeneralAmt
Fundraising$46,206FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$626,653TotalAmt
Program Services$448,938ProgramServicesAmt
Management And General$20,061ManagementAndGeneralAmt
Fundraising$157,654FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,054TotalAmt
Program Services$5,790ProgramServicesAmt
Management And General$1,122ManagementAndGeneralAmt
Fundraising$3,142FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$63,399TotalAmt
Program Services$36,509ProgramServicesAmt
Management And General$7,077ManagementAndGeneralAmt
Fundraising$19,813FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$57,585TotalAmt
Program Services$38,544ProgramServicesAmt
Management And General$3,445ManagementAndGeneralAmt
Fundraising$15,596FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,742TotalAmt
Program Services$8,101ProgramServicesAmt
Management And General$3,032ManagementAndGeneralAmt
Fundraising$5,609FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$128,372TotalAmt
Program Services$114,876ProgramServicesAmt
Management And General$1,385ManagementAndGeneralAmt
Fundraising$12,111FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$156,719TotalAmt
Program Services$120,678ProgramServicesAmt
Management And General$3,882ManagementAndGeneralAmt
Fundraising$32,159FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$70,208TotalAmt
Program Services$56,418ProgramServicesAmt
Management And General$5,293ManagementAndGeneralAmt
Fundraising$8,497FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$65,627TotalAmt
Program Services$57,390ProgramServicesAmt
Fundraising$8,237FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,873TotalAmt
Program Services$5,842ProgramServicesAmt
Management And General$3,129ManagementAndGeneralAmt
Fundraising$11,902FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$95,903TotalAmt
Program Services$84,582ProgramServicesAmt
Management And General$4,345ManagementAndGeneralAmt
Fundraising$6,976FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,164TotalAmt
Program Services$16,258ProgramServicesAmt
Management And General$4,952ManagementAndGeneralAmt
Fundraising$8,954FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$111,679$93,528$81$18,070
MERCHANT FEES$14,986$9,202$2,114$3,670
UNCOLLECTIBLE PLEDGES$14,812$14,812
FEES/ORGANIZATION DUES$12,123$10,192$78$1,853

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,546TotalAmt
Program Services$9,599ProgramServicesAmt
Management And General$631ManagementAndGeneralAmt
Fundraising-$3,684FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,667,401TotalAmt
Program Services$1,210,221ProgramServicesAmt
Management And General$85,603ManagementAndGeneralAmt
Fundraising$371,577FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$990,494BOYAmt
EOY$1,435,740EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,015BOYAmt
EOY$1,015EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,053,403BOYAmt
EOY$943,651EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,185BOYAmt
EOY$14,979EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,252,926LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$944,094LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,293,504BOYAmt
EOY$2,308,832EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,715,999BOYAmt
EOY$1,917,350EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$67,456BOYAmt
EOY$79,830EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,149,056BOYAmt
EOY$6,701,397EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$46,550BOYAmt
EOY$51,249EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$152,048BOYAmt
EOY$143,172EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$739,624BOYAmt
EOY$836,032EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$369,319BOYAmt
EOY$765,822EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,047BOYAmt
EOY$1,188EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,313,588BOYAmt
EOY$1,797,463EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,465,875BOYAmt
EOY$2,247,751EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,893,608BOYAmt
EOY$2,170,094EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$475,985BOYAmt
EOY$486,089EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,835,468BOYAmt
EOY$4,903,934EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,149,056BOYAmt
EOY$6,701,397EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$112,059ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$102,472NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$78,053DonatedServicesAndUseFcltsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,622,452CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$990,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,464,784CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,094,659CurrentTaxYearMinus1YearAmt
Current Tax Year$1,128,845CurrentTaxYearAmt
Total$6,301,109TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,622,452CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$990,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,464,784CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,094,659CurrentTaxYearMinus1YearAmt
Current Tax Year$1,128,845CurrentTaxYearAmt
Total$6,301,109TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,176,036SubstantialContributorsTotAmt
Public Support Total170$5,125,073PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,177CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,205CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,487CurrentTaxYearMinus1YearAmt
Current Tax Year$38,773CurrentTaxYearAmt
Total$242,862TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,342CurrentTaxYearMinus4YearsAmt
Total$20,342TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,445CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$798CurrentTaxYearMinus1YearAmt
Current Tax Year$23,321CurrentTaxYearAmt
Total$80,056TotalAmt
FieldValueIRS element (for citing)
Total Support$6,644,369TotalSupportAmt
Gross Receipts Rltd Activities$1,656,776GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77130PublicSupportCY170Pct
Public Support PY1700.72760PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING EVENTS 80,056ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held12DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$35,041DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$38,225DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$384,127DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$463,151BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$61,869InvestmentEarningsOrLossesAmt
Other Expenditures$22,658OtherExpendituresAmt
End Year Balance$502,862EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$471,440BeginningYearBalanceAmt
Contributions$700ContributionsAmt
Investment Earnings Or Losses$15,229InvestmentEarningsOrLossesAmt
Other Expenditures$24,218OtherExpendituresAmt
End Year Balance$463,151EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$510,766BeginningYearBalanceAmt
Investment Earnings Or Losses-$17,326InvestmentEarningsOrLossesAmt
Other Expenditures$22,000OtherExpendituresAmt
End Year Balance$471,440EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$505,725BeginningYearBalanceAmt
Contributions$560ContributionsAmt
Investment Earnings Or Losses$26,356InvestmentEarningsOrLossesAmt
Other Expenditures$21,875OtherExpendituresAmt
End Year Balance$510,766EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$358,796BeginningYearBalanceAmt
Contributions$107,765ContributionsAmt
Investment Earnings Or Losses$62,164InvestmentEarningsOrLossesAmt
Other Expenditures$23,000OtherExpendituresAmt
End Year Balance$505,725EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.84310PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.15690TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,019,824OtherCostOrOtherBasisAmt
Book Value$1,019,824BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,450,031OtherCostOrOtherBasisAmt
Depreciation$665,434DepreciationAmt
Book Value$784,597BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$344,185OtherCostOrOtherBasisAmt
Depreciation$187,987DepreciationAmt
Book Value$156,198BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$143,451OtherCostOrOtherBasisAmt
Depreciation$77,511DepreciationAmt
Book Value$65,940BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$295,435OtherCostOrOtherBasisAmt
Depreciation$13,162DepreciationAmt
Book Value$282,273BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,308,832TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$1,917,350BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,917,350TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASE PAYABLEDesc
Amt$1,188Amt
FieldValueIRS element (for citing)
Total Liability$1,188TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,802,167TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$102,472NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$115,918DonatedServicesAndUseFcltsAmt
Other Revenue$28,435OtherRevenueAmt
Revenue Not Reported$246,825RevenueNotReportedAmt
Revenue Subtotal$1,555,342RevenueSubtotalAmt
Total Revenue Per Form990$1,555,342TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,733,701TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$37,865DonatedServicesUseFcltsAmt
Other Expenses Included$28,435OtherExpensesIncludedAmt
Expenses Not Reported$66,300ExpensesNotReportedAmt
Expenses Subtotal$1,667,401ExpensesSubtotalAmt
Total Expenses Per Form990$1,667,401TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART IV, LINE 2BFUNDS ARE INVESTED IN AGENCY ON BEHALF OF BETH MEYER SYNAGOGUE.
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSES 28,435
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSES 28,435

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event113 EXTRA WOMENEvent1Nm
Gross Receipts Event1$114,241GrossReceiptsEvent1Amt
Charitable Contri Event1$44,103CharitableContriEvent1Amt
Gross Revenue Event1$70,138GrossRevenueEvent1Amt
Other Direct Expenses Event1$21,175OtherDirectExpensesEvent1Amt
Event2CASINO NIGHTEvent2Nm
Gross Receipts Event2$13,410GrossReceiptsEvent2Amt
Gross Revenue Event2$13,410GrossRevenueEvent2Amt
Other Direct Expenses Event2$7,260OtherDirectExpensesEvent2Amt
Gross Receipts Total$127,651GrossReceiptsTotalAmt
Charitable Contributions Tot$44,103CharitableContributionsTotAmt
Gross Revenue Total Events$83,548GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$28,435OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,435DirectExpenseSummaryEventsAmt
Net Income Summary$55,113NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100041010ZIPCd
FieldValueIRS element (for citing)
Recipient EIN131624240RecipientEIN
IRC Section501(C)IRCSectionDesc
Cash Grant$37,882CashGrantAmt
Purpose Of GrantNATIONAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPRIOR TO ISSUING GRANT FUNDS, WE REVIEW THE PROPOSED BUDGET AS TO WHERE THE FUNDS WILL BE ALLOCATED. FOR THE JFNA GRANT, AFTER THE FUNDS HAVE BEEN RELEASED, AN ANNUAL REPORT IS THEN ISSUED AND A SUBSEQUENT REVIEW TO CONFIRM PROPER ALLOCATION IS THEN COMPLETED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.
FORM 990, PAGE 2, PART III, LINE 4DJEWISH COMMUNITY FOUNDATION; JEWISH COMMUNITY RELATIONS COUNCIL; COMMUNICATIONS AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD PRESIDENT, CHAIRMAN AND MEMBERS OF THE FINANCE COMMITTEE, AND DIRECTOR OF FINANCE REVIEW TAX RETURNS PRIOR TO SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 12CANNUAL REVIEW IS COMPLETED BY DEDICATED INDIVIDUAL TO MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE GOALS, ACHIEVEMENTS, AND COMPENSATION OF THE CEO ALONG WITH THE BUDGET/FINANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 15BTHE CEO AND BUDGET COMMITTEE REVIEW ALL SALARIES PRIOR TO THE APPROVAL BY THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 19ANNUAL REPORT IS AVAILABLE ONLINE AND 990 FORM IS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9FUNDRAISING EXPENSES 28,435 FUNDRAISING EXPENSES -28,435

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