2018-03-06T16:21:55-06:00 2017-06-30 223604710 JAMES M WOOD CPA 603B OMNI DRIVE HILLSBOROUGH NJ 08844 990 2016-07-01 232215070 UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC UNIT 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 MARK MERKOVITZ EXECUTIVE DIRECTOR 6092190555 2018-03-06 JAMES M WOOD P00310420 9084311700 2018-03-06 X 173.161.221.185 2018-03-06 17:19:14 ES P 11A0CE5EAC0736E3E1D3BC6816C475E194C3DA12 11A0CE5EAC0736E3E1D3BC6816C475E194C3DA12 2016 2021-01-29 14:40:06Z MARK MERKOVITZ 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 1511352 0 X WWW.JEWISHPMB.ORG X 1931 NJ PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES. 29 29 5 100 0 0 1021797 1432107 10872 41342 28205 31241 2031 6662 1062905 1511352 656865 483352 0 0 262922 251576 0 0 125773 204607 191637 1124394 926565 -61489 584787 2379960 3040472 612006 539342 1767954 2501130 X THE MISSION OF THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS TO PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES IN OUR COMMUNITY, THE STATE OF ISRAEL, AND THROUGHOUT THE WORLD. 0 0 674850 483352 48004 FEDERATION IS THE SINGLE LARGEST JEWISH FUNDRAISING ENTITY IN THE COMMUNITY. HUNDREDS OF VOLUNTEERS REACH OUT TO THOUSANDS OF RESIDENTS IN THE PRINCETON MERCER BUCKS AREA TO SECURE FUNDS THAT PROVIDE NECESSARY SUPPORT TO LOCAL, NATIONAL AND INTERNATIONAL AGENCIES. THESE AGENCIES IN TURN REACH OUT TO MILLIONS OF PEOPLE IN NEED. THE FUNDS WE PROVIDE, IN CONCERT WITH FEDERATIONS AND OUR COUNTERPARTS THROUGHOUT THE DIASPORA, ARE OF CRITICAL IMPORTANCE TO MEET THE EVER-INCREASING CHALLENGES THAT LIE BEFORE US. OUR ABILITY TO REACH OUT AND PROVIDE IMPORTANT FUNDING ENABLES US TO "BRING TO THE TABLE" INDIVDUAALS AND GROUPS TO DISCUSS IUSSES, SHARE EXPERTISE AND PLAN COURSES OF ACTION. THIS TYPE OF EXCHANGE IS AT THE CORE OF OUR SURVIVAL AS A PEOPLE. OUR NETWORK OF COOPERATION IS GLOBAL AND ALLOWS US NOT ONLY TO REACT TO FURTHER THE EVENTS BUT ALSO PLAN AND SHAPE OUR COLLECTIVE FUTURE. 674850 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 29 29 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ PA X THE ORGANIZATION 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 STEPHANIE WILL PRESIDENT 5.00 X X 0 0 0 DONALD LEIBOWITZ VP ALLOCATIONS 5.00 X X 0 0 0 BRIAN CHEVLIN VP ISRAEL & OVERSEAS 5.00 X X 0 0 0 DANIEL BRENT SECRETARY 5.00 X X 0 0 0 KAREN ANDERSON BOARD MEMBER 1.00 X 0 0 0 JEREMY BLACK BOARD MEMBER 1.00 X 0 0 0 HOWARD COHEN BOARD MEMBER 1.00 X 0 0 0 ROB DAVIDSON BOARD MEMBER 1.00 X 0 0 0 MICHAEL FELDSTEIN BOARD MEMBER 1.00 X 0 0 0 ELIOT FREEMAN BOARD MEMBER 1.00 X 0 0 0 MARSHA FREEMAN BOARD MEMBER 1.00 X 0 0 0 STEPHEN HUDIS BOARD MEMBER 1.00 X 0 0 0 EMILY JOSEPHSON BOARD MEMBER 1.00 X 0 0 0 SANDRA KAHN BOARD MEMBER 1.00 X 0 0 0 JOYCE KALSTEIN BOARD MEMBER 1.00 X 0 0 0 LIONEL KAPLAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL KATZ BOARD MEMBER 1.00 X 0 0 0 ROBERT LEVINE BOARD MEMBER 1.00 X 0 0 0 KENNETH MACK BOARD MEMBER 1.00 X 0 0 0 JULIE DAVIDSON MEYERS BOARD MEMBER 1.00 X 0 0 0 JERRY NEUMANN BOARD MEMBER 1.00 X 0 0 0 JACKIE ORR-HOROWITZ BOARD MEMBER 1.00 X 0 0 0 CAROL POLLARD BOARD MEMBER 1.00 X 0 0 0 PAUL SCHINDEL BOARD MEMBER 1.00 X 0 0 0 LISA SMUKLER BOARD MEMBER 1.00 X 0 0 0 POLLY STRAUSS BOARD MEMBER 1.00 X 0 0 0 LISA TOBIAS BOARD MEMBER 1.00 X 0 0 0 MARISSA TREU BOARD MEMBER 1.00 X 0 0 0 ALAN WALLACK BOARD MEMBER 1.00 X 0 0 0 RABBI ERIC WISNIA BOARD MEMBER 1.00 X 0 0 0 0 0 0 1 0 0 0 0 1432107 1432107 PROGRAMS 900099 41342 41342 41342 31241 31241 OTHER INCOME 900099 6662 6662 6662 1511352 48004 0 31241 483352 483352 131825 46139 26365 59321 93821 55850 32604 5367 5775 2610 1509 1656 20155 9110 5267 5778 5261 890 1883 2488 321 321 11585 11585 14293 14293 10460 10460 933 838 95 8466 3651 2020 2795 36118 16325 9439 10354 5256 2375 1374 1507 1105 499 289 317 14011 6333 3661 4017 PROGRAMS 46353 25041 21312 NJ JEWISH NEWS 14694 14694 BANK FEES 7626 7626 TELEPHONE 6429 2905 1680 1844 8726 4238 3097 1391 926565 674850 125942 125773 102939 186552 404597 225408 323200 342740 5578 115000 115000 701 1105 5527 4421 2211 1106 1422107 2141648 9205 21335 2379960 3040472 54874 38386 557132 500956 612006 539342 X 352008 351652 652908 725164 763038 1424314 1767954 2501130 2379960 3040472 584787 148389 0 X 0 1 X 1 0 X 1252422 1956971 913983 1024797 1432107 6580280 1252422 1956971 913983 1024797 1432107 6580280 6580280 22688 27652 30862 28205 31241 140648 178 3042 2031 6662 11913 6732841 149647 0.97730 0.98100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 775621 661276 12692 1449589 472204 306000 -2583 775621 470937 1267 472204 7229 463038 669 470937 6998 232 7330 0.01740 0.98260 1 0 5527 4421 1106 1106 POOLED INVESTMENTS 2141648 F 2141648 ALLOCATIONS PAYABLE 500956 500956 1645448 148389 148389 1497059 14293 14293 1511352 912272 0 912272 14293 14293 926565 1 ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVE YARDLEY PA 19067 216001415 501(C)(3) 31600 CHARITABLE PURPOSE CENTER FOR JEWISH LIFE 70 WASHINGTON ROAD PRINCETON NJ 08540 216008282 501(C)(3) 1800 CHARITABLE PURPOSE JEWISH COMMUNITY CENTER 4 PRINCESS ROAD LAWRENCEVILLE NJ 08648 210637383 501(C)(3) 36100 CHARITABLE PURPOSE JEWISH FAMILY AND CHILDRENS SERVICES 707 ALEXANDER ROAD PRINCETON NJ 08540 210364563 501(C)(3) 100300 CHARITABLE PURPOSE GREENWOOD HOUSE 53 WALTERS ROAD TRENTON NJ 08691 210639867 501(C)(3) 65000 CHARITABLE PURPOSE JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 208656 CHARITABLE PURPOSE PART I, LINE 2: ALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR EXEMPT STATUS TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE. FORM 990, PART VI, SECTION A, LINE 2 CERTAIN BOARD MEMBERS ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUAL MEMBERS - ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS - ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTIING RIGHTS OR POWERS. FORM 990, PART VI, SECTION A, LINE 7A A NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNATED BY THE BOARD, ARE ELECTED AT THE ANNUAL MEETING BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE REVIEWS FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS AVILABLE FOR REVIEW UPON REQUEST PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FEDERATION HAS A CONFLICT OF INTEREST POLICY THAT WAS APPROVED BY THE GOVERNING BOARD. AS A NOMINATING COMMITTEE PREPARES CANDIDATES FOR SELECTION, WE REVIEW THEIR KNOWN AFFILIATIONS PRIOR TO OPENING POSITIONS TO THEM. THE POLICY IS PERIODICALLY DISCUSSED AT BOARD MEETINGS AND SHARED WITH BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE FEDERATION HAS AN ADMINISTRATION AND PERSONNEL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATION TO THE BOARD FOR APPROVAL IF NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.