JEWISH FEDERATION OF GREATER TOLEDO: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER TOLEDO (EIN 34-4428259)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-03
- IRS object ID
- 201831239349300503
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T06:49:17-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rehmann Robson LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7124 W Central Ave | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 | Eric Dubow | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4198854461 | PhoneNum |
| Signature | 2018-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carolyn E Sulewski CPA | PreparerPersonNm |
| PTIN | P00449650 | PTIN |
| Phone | 4198658118 | PhoneNum |
| Preparation | 2018-04-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.10.16.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-20 | IPDt |
| IP Tm | 09:35:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C9F33A2EBA9190BE209698D4A9825D0AA8DF697 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Eric Dubow | 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 | $5,292,640 | 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 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $10,886 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,199,890 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,548,723 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $151,455 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $151,451 | CYProgramServiceRevenueAmt |
| PY Investment Income | $802,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $732,674 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,740 | PYOtherRevenueAmt |
| CY Other Revenue | $44,912 | CYOtherRevenueAmt |
| PY Total Revenue | $4,165,447 | PYTotalRevenueAmt |
| CY Total Revenue | $4,477,760 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,609,521 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,778,960 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $933,746 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,074,838 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $577,057 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $647,682 | PYOtherExpensesAmt |
| CY Other Expenses | $716,010 | CYOtherExpensesAmt |
| PY Total Expenses | $3,190,949 | PYTotalExpensesAmt |
| CY Total Expenses | $3,569,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $974,498 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $907,952 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,716,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,575,708 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $806,923 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $795,549 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,909,145 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,780,159 | 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 | $299,221 | ExpenseAmt |
| Desc | DEPARTMENT OF JEWISH PROGRAMS - PROVIDES JEWISH PROGRAMS, EVENTS AND OPPORTUNITIES FOR JEWISH YOUTH AND TEENS, ADULTS, SENIORS, AND FAMILIES. FROM THE PJ LIBRARY TO KIDS CLUB FOR 4TH AND 5TH GRADERS TO SENIOR ADULTS, THE DEPARTMENT OF JEWISH PROGRAMS SEEKS TO ENGAGE JEWISH FAMILIES TO ENHANCE THEIR JEWISH LIFE AND VALUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,447 | ExpenseAmt |
| Revenue | $10,886 | RevenueAmt |
| Desc | TOLEDO JEWISH NEWS - THE JFGT PROVIDES A MONTHLY LOCAL NEWSPAPER TO ITS CONSTITUENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $251,443 | ExpenseAmt |
| Desc | Toledo Hillel - Supports Jewish students who attend University of Toledo and Bowling Green State University to enrich the lives of Jewish students so that they may enrich the Jewish people and the world. Provides various programs and activities for students. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $275,413 | $140,494 | Toledo Jewish Community Foundation and Campaign Department programs for segments of the jewish community to promote social and educational opportunities; and Jewish Community Relations Committee (JCRC): Supports the State of Israel, to promote an understanding of Judaism, to monitor legislative issues, to build relationships with elected and/ or other governmental officials, and to promote positive relations with other faith based and/or ethnic communities in Northwest Ohio. | |
| $1,783,473 | allocation | $1,778,960 | |
| $38,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,058,886 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,778,960 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $179,477 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,734,997 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| 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 | Tina m stieben CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4197240371 | 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 (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Dan Steinberg | |||||||
| tjcf chairman | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| andy golding | |||||||
| immediate past president | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Joanne Rubin | |||||||
| tbje president | 5.00 | 2.10 | Yes (X) | $0 | $0 | $0 | |
| steven nathanson | |||||||
| jewish senior service pres | 5.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| tom kasle | |||||||
| jfs president | 5.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Rusgo | |||||||
| Campaign Chair | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Rothstein | |||||||
| jcrc chair | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Goldner | |||||||
| trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| cheryl rothschild | |||||||
| trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Denise Horwitz | |||||||
| synagogue representative | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeff Bauer | |||||||
| synagogue representative | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Becker | |||||||
| Synagogue representative | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary Delman | |||||||
| president | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Richard greenblatt | |||||||
| vice president | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ERic dubow | |||||||
| treasurer | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| laurie gross | |||||||
| secretary | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| arleen levine | |||||||
| director tjcf | 40.00 | 3.00 | $131,000 | $0 | $13,100 | Yes (X) | |
| Joel Marcovitch | |||||||
| CEo | 40.00 | 4.10 | $153,454 | $0 | $15,345 | Yes (X) | |
| TINA STIEBEN | |||||||
| cfO | 40.00 | 4.10 | $88,000 | $0 | $8,800 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $372,454 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,245 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 | $86,456 | RelatedOrganizationsAmt |
| All Other Contributions | $3,462,267 | AllOtherContributionsAmt |
| Noncash Contributions | $64,468 | NoncashContributionsAmt |
| Total Contributions | $3,548,723 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | 541610 | $68,396 | $68,396 | |
| management FEES | 541610 | $54,927 | $54,927 | |
| program revenue | 541610 | $17,242 | $17,242 | |
| advertising | 541800 | $10,886 | $10,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $151,451 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $711,860 | TotalRevenueColumnAmt |
| Exclusion | $711,860 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | 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 | $6,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,000 | TotalRevenueColumnAmt |
| Exclusion | $6,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $835,694 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $814,880 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,814 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,814 | TotalRevenueColumnAmt |
| Exclusion | $20,814 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $38,912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,912 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,912 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,477,760 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,477 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,886 | UnrelatedBusinessRevenueAmt |
| Exclusion | $738,674 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778,960 | TotalAmt |
| Program Services | $1,778,960 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,524 | TotalAmt |
| Program Services | $116,197 | ProgramServicesAmt |
| Management And General | $92,585 | ManagementAndGeneralAmt |
| Fundraising | $183,742 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,903 | TotalAmt |
| Program Services | $402,373 | ProgramServicesAmt |
| Management And General | $35,370 | ManagementAndGeneralAmt |
| Fundraising | $90,160 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,974 | TotalAmt |
| Program Services | $51,534 | ProgramServicesAmt |
| Management And General | $7,837 | ManagementAndGeneralAmt |
| Fundraising | $26,603 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,437 | TotalAmt |
| Program Services | $40,834 | ProgramServicesAmt |
| Management And General | $8,471 | ManagementAndGeneralAmt |
| Fundraising | $19,132 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,900 | TotalAmt |
| Program Services | $34,027 | ProgramServicesAmt |
| Management And General | $6,381 | ManagementAndGeneralAmt |
| Fundraising | $93,492 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,662 | TotalAmt |
| Program Services | $24,579 | ProgramServicesAmt |
| Management And General | $569 | ManagementAndGeneralAmt |
| Fundraising | $5,514 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,305 | TotalAmt |
| Program Services | $24,811 | ProgramServicesAmt |
| Management And General | $19,460 | ManagementAndGeneralAmt |
| Fundraising | $10,034 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,416 | TotalAmt |
| Program Services | $90,313 | ProgramServicesAmt |
| Management And General | $49,632 | ManagementAndGeneralAmt |
| Fundraising | $19,471 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,431 | TotalAmt |
| Program Services | $2,475 | ProgramServicesAmt |
| Management And General | $7,827 | ManagementAndGeneralAmt |
| Fundraising | $4,129 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261 | TotalAmt |
| Management And General | $1,261 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,513 | TotalAmt |
| Program Services | $4,513 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,057 | TotalAmt |
| Program Services | $12,866 | ProgramServicesAmt |
| Management And General | $7,643 | ManagementAndGeneralAmt |
| Fundraising | $2,548 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,256 | TotalAmt |
| Program Services | $3,831 | ProgramServicesAmt |
| Management And General | $945 | ManagementAndGeneralAmt |
| Fundraising | $34,480 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| senior adult center and | $154,841 | $107,587 | $47,254 | |
| STAFF DEVELOPMENT | $44,298 | $24,737 | $3,135 | $16,426 |
| service charges | $33,612 | $754 | $32,858 | |
| DUES AND ACCREDITATION | $17,995 | $14,606 | $852 | $2,537 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,463 | TotalAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
| Fundraising | $3,653 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,569,808 | TotalAmt |
| Program Services | $2,734,997 | ProgramServicesAmt |
| Management And General | $257,754 | ManagementAndGeneralAmt |
| Fundraising | $577,057 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,943 | BOYAmt |
| EOY | $662,705 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,572 | BOYAmt |
| EOY | $102,707 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,403 | BOYAmt |
| EOY | $130,943 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,948 | BOYAmt |
| EOY | $27,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $543,889 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $486,523 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,305 | BOYAmt |
| EOY | $57,366 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,643,607 | BOYAmt |
| EOY | $23,780,115 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873,290 | BOYAmt |
| EOY | $2,814,776 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,716,068 | BOYAmt |
| EOY | $27,575,708 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,980 | BOYAmt |
| EOY | $112,264 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,196 | BOYAmt |
| EOY | $6,303 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,747 | BOYAmt |
| EOY | $676,982 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,923 | BOYAmt |
| EOY | $795,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,936,979 | BOYAmt |
| EOY | $15,176,672 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,435,992 | BOYAmt |
| EOY | $9,961,223 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,174 | BOYAmt |
| EOY | $1,642,264 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,909,145 | BOYAmt |
| EOY | $26,780,159 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,716,068 | BOYAmt |
| EOY | $27,575,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $907,952 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,993,737 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$30,675 | 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 | $2,647,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,898,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,345,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,199,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,548,723 | CurrentTaxYearAmt |
| Total | $14,640,457 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,647,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,898,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,345,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,199,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,548,723 | CurrentTaxYearAmt |
| Total | $14,640,457 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $818,062 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,822,395 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $483,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $605,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $829,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $777,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $717,860 | CurrentTaxYearAmt |
| Total | $3,414,182 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $16,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,886 | CurrentTaxYearAmt |
| Total | $27,241 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,740 | CurrentTaxYearMinus1YearAmt |
| Total | $23,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,105,040 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,912 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 66 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $608,018 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $478,047 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,345,821 | 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 | $2,426,967 | BeginningYearBalanceAmt |
| Contributions | $1,660 | ContributionsAmt |
| Investment Earnings Or Losses | $260,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $216,861 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,472,502 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,543,002 | BeginningYearBalanceAmt |
| Contributions | $2,308 | ContributionsAmt |
| Investment Earnings Or Losses | $18,692 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $137,035 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,426,967 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,587,481 | BeginningYearBalanceAmt |
| Contributions | $3,633 | ContributionsAmt |
| Investment Earnings Or Losses | $68,006 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $116,118 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,543,002 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,444,277 | BeginningYearBalanceAmt |
| Contributions | $2,159 | ContributionsAmt |
| Investment Earnings Or Losses | $253,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $112,516 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,587,481 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,651,909 | BeginningYearBalanceAmt |
| Contributions | $7,707 | ContributionsAmt |
| Investment Earnings Or Losses | $222,061 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $437,400 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,444,277 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,125 | OtherCostOrOtherBasisAmt |
| Book Value | $3,125 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $526,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $478,147 | DepreciationAmt |
| Book Value | $48,317 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,376 | DepreciationAmt |
| Book Value | $5,924 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,366 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $1,172,512 |
| REMAINDER INTEREST IN IRREVOCABLE TRUST | $1,642,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,814,776 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST PAYABLE TO OTHERS | $560,219 |
| investments held for associated organization | $116,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $676,982 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,471,497 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,993,737 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,993,737 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,477,760 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,477,760 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,569,808 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,569,808 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,569,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Part X, Line 2: | The Organization determined that it was not required to record a liability related to uncertain tax positions. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| chabad house | |||||||
| 4020 nantucket | toledo | OH | 43623 | 341585242 | 501(c)(3) | $75,300 | grant |
| congregation b'nai israel | |||||||
| 6525 sylvania ave | sylvania | OH | 43560 | 344437103 | 501(c)(3) | $63,599 | grant |
| congregation etz chayim | |||||||
| 3853 woodley rd | toledo | OH | 43606 | 344440050 | 501(c)(3) | $78,160 | grant |
| congregation shomer emunim | |||||||
| 6453 sylvania ave | sylvania | OH | 43560 | 344455619 | 501(c)(3) | $25,435 | grant |
| jewish family services | |||||||
| 6505 sylvania ave | sylvania | OH | 43560 | 344428257 | 501(c)(3) | $168,467 | grant |
| toledo board of jewish education | |||||||
| 6453 sylvania ave | sylvania | OH | 43560 | 340943526 | 501(c)(3) | $132,318 | grant |
| toledo board of jewish education | |||||||
| 6453 sylvania ave | sylvania | OH | 43560 | 340943526 | 501(c)(3) | $32,500 | scholarships |
| Jewish federations of North America | |||||||
| 111 eighth ave | new york | NY | 10011 | 131624240 | 501(c)(3) | $150,146 | GRANTS |
| lillian & betty ratner school | |||||||
| 27575 Shaker boulevard | pepper pike | OH | 44124 | 341367106 | 501(c)(3) | $5,000 | grant |
| israel tennis centers foundation | |||||||
| 432 Park Avenue South No 4th fl | new york | NY | 10016 | 132961273 | 501(c)(3) | $10,000 | grant |
| JEWISH FEDERATION OF GREATER INDIANAPOLIS | |||||||
| 6705 hoover road | indianapolis | IN | 46260 | 350888017 | 501(c)(3) | $8,023 | GRANT |
| Action Against Hunger USA | |||||||
| One Whitehall Street 2nd Fl | New York | NY | 10004 | 133327220 | 501(c)(3) | $20,000 | Grant |
| Coalition to Save Hempstead Harbor | |||||||
| PO Box 159 | Sea Cliff | NY | 11579 | 112891193 | 501(c)(3) | $7,500 | Grant |
| Dress for Success Worldwide | |||||||
| 32 East 31st Street 7th Floor | New york | NY | 10016 | 134040377 | 501(c)(3) | $40,000 | Grant |
| Harvest for the World | |||||||
| 90 Pleasant Ave | Roosevelt | NY | 10016 | 200387769 | 501(c)(3) | $10,000 | Grant |
| RFK Human Rights | |||||||
| 515 Madison Avenue Ste 718 | New york | NY | 10022 | 132522784 | 501(c)(3) | $5,000 | Grant |
| Zamir Choral Foundation | |||||||
| 475 Riverside Drive - Suite 1948 | New york | NY | 10115 | 136217087 | 501(c)(3) | $6,000 | Grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 17 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | grants and allocations are presented and approved through the budget process and then monitored monthly by the CFO, 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) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Joel Marcovitch | PersonNm |
| Title | CEo | TitleTxt |
| Base Compensation Filing Org | $153,454 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,345 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $168,799 | 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 | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,468 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | publicly traded stock | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | broker receives all shares and promptly converts them to cash which is then transferred to the organization. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | the jewish community votes on board members and any changes to the bylaws of jewish federation of greater toledo at the annual meeting. |
| 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 | all decisions regarding changes to the bylaws of the organization are subject to the approval of the jewish community. |
| Form 990, Part VI, Section B, line 11b | the 990 is presented at a board meeting for review and approval. |
| Form 990, Part VI, Section B, line 12c | Annual disclosure statements are completed and sent to the president as well as kept on hand at the administration office. |
| Form 990, Part VI, Section B, line 15 | data is gathered by the officers of the board, reviewed and approved. |
| Form 990, Part VI, Section C, line 19 | Form 990, 990-T and the financial statements are available upon request and can also be accessed through our website. the governing documents and conflict of interest policy are both available upon request. |
| Form 990, Part XI, line 9: | Toledo Jewish Cemetery association net assets -30,675. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS USED HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
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 | 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 12a, I | 0 |
| toledo board of jewish education | |||||||||
| 6465 sylvania ave | sylvania | OH | 43560 | 340943526 | PROMOTE JEWISH LEARNING | OH | 501(c)(3) | Line 2 | 0 |
| Jewish Family Services | |||||||||
| 6465 sylvania ave | sylvania | OH | 43560 | 344428257 | provide social services and assist need based families in the community | OH | 501(c)(3) | Line 7 | 0 |
| JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION | |||||||||
| 6465 sylvania ave | Sylvania | OH | 43560 | 542067407 | SUPPORT SERVICES AND PROGRAMS FOR THE JEWISH COMMUNITY | OH | 501(c)(3) | Line 12a, I | 0 |
| 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 | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ujc holdings company | ||
| K | $62,272 | fmv |
| jewish family services | ||
| B | $168,467 | fmv |
| Toledo board of jewish education | ||
| B | $164,818 | fmv |
Comments