2017-11-15T09:51:42-06:00 2016-12-31 223604710 JAMES M WOOD CPA 603B OMNI DRIVE HILLSBOROUGH NJ 08844 990 2016-01-01 221500549 THE JEWISH FEDERATION OF MIDDLESEX & MONMOUTH COUNTIES A NJ NONPROFIT CORP JEWI 7325881800 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 MURRAY KATZ TREASURER 7325881800 2017-11-15 1 JAMES M WOOD P00310420 9084311700 2017-11-10 X 173.161.221.185 2017-11-15 10:47:55 ES P 11A0CE5EAC0736E3E1D3BC6816C475E194C3DA12 11A0CE5EAC0736E3E1D3BC6816C475E194C3DA12 2016 2017-02-10 21:41:12Z MURRAY KATZ 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 5936782 0 X JEWISHHEARTNJ.ORG X 1986 NJ CENTRAL COORDINATING AGENCY FOR THE JEWISH COMMUNITY IN MIDDLESEX & MONMOUTH COUNTIES, NJ. 42 42 24 500 0 0 4207497 3801046 0 0 425958 485172 70764 381027 4704219 4667245 2236290 2250127 0 0 1476050 1617180 0 0 675803 1148904 1164124 4861244 5031431 -157025 -364186 20282025 20166310 2508582 2219542 17773443 17946768 X THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES, A NJ NON-PROFIT CORPORATION, ALSO KNOWN AS THE JERSEY FEDERATION IN THE HEART OF NEW JERSEY, BRINGS TOGETHER PEOPLE, PARTNERS AND RESOURCES TO FULFILL THE MOST IMPORTANT NEEDS AND ASPIRATIONS OF OUR COMMUNITY.WE CARE FOR THE VULNERABLE LOCALLY AND WORLDWIDE, FORGE STRONG CONNECTIONS WITH ISRAEL, ATTRACT PEOPLE TO A MORE VIBRANT COMMUNITY, AND INSPIRE THE NEXT GENERATION TO EMBRACE JEWISH LIFE. 0 0 2565069 1811474 ALLOCATIONS TO 21 BENEFITING AGENCIES FOR FURTHERING OF THE JEWISH COMMUNITY HERE AND ABROAD. FUND VARIOUS JEWISH PROGRAMS. 701282 438653 CREATE A JEWISH LEGACY PROMOTES THE MESSAGE THAT ALL OF US, REGARDLESS OF AGE, WEALTH OR AFFILIATION, HAVE THE ABILITY TO MAKE A DIFFERENCE IN THE LIVES OF FUTURE JEWISH GENERATIONS THROUGH PERMANENT ENDOWMENTS. THIS MESSAGE WAS SHARED WITH MEMBERS OF SYNAGOGUES, SOCIAL SERVICE AGENCIES, ADULT COMMUNITIES AND AT FEDERATIONS FLORIDA REUNION. 362850 THE PLANNING DEPARTMENT CONDUCTED NUMEROUS SITE VISITS TO FUNDED AGENCIES TO MONITOR PROGRAMS. STAFF ATTENDED BOARD MEETINGS OF THESE AGENCIES TO ARTICULATE FEDERATION PHILOSOPHY AND POLICY, AND REMAIN INFORMED ABOUT UPDATES AT THE ORGANIZATIONS AND ASSESS UNMET COMMUNITY NEEDS. CONDUCTED OVERSIGHT OVER PROGRAM LOGISTICS, PROVIDED ASSISTANCE TO ORGANIZATIONS WHEN NEEDED, AND ORGANIZED MEETINGS WITH MEMBERS OF THE COMMUNITY TO CLARIFY FEDERATION PROCEDURES REGARDING AVAILABLE DOLLARS. CRAFTED NEW MODEL FOR RESOURCE ALLOCATION AND EDUCATED NEW PARTNERS ABOUT FUNDING AVAILABILITY. 418801 NEWSPAPER, JEWISH COMMUNTIY RELATIONS COUNCIL, PASTORAL CARE 418801 4048002 1 1 0 0 0 1 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 24 1 0 0 0 0 0 0 0 1 1 0 0 0 0 X 42 42 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X X THE ORGANIZATION 7325881800 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 X MITCHELL FRUMKIN PRESIDENT 10.00 X X 0 0 0 JEFFREY SCHWARTZ FIRST VICE PRESIDENT 5.00 X X 0 0 0 KEN PHILMUS SECOND VICE PRESIDENT 5.00 X X 0 0 0 MURRAY KATZ TREASURER 5.00 X X 0 0 0 CHERYL MARKBREITER SECRETARY 5.00 X X 0 0 0 STUART ABRAHAM TRUSTEE 1.00 X 0 0 0 RUTH BASH TRUSTEE 1.00 X 0 0 0 LINDA BENISH TRUSTEE 1.00 X 0 0 0 LINDA BLOCK TRUSTEE 1.00 X 0 0 0 JENNIFER BULLOCK TRUSTEE 1.00 X 0 0 0 ELISE FELDMAN TRUSTEE 1.00 X 0 0 0 DEBORAH FRIEDMAN TRUSTEE 1.00 X 0 0 0 MERYL GONCHAR TRUSTEE 1.00 X 0 0 0 EDWARD GUTTENPLAN TRUSTEE 1.00 X 0 0 0 MARLENE HERMAN TRUSTEE 1.00 X 0 0 0 JOSEPH HOLLANDER TRUSTEE 1.00 X 0 0 0 SHERYL HOROWITZ TRUSTEE 1.00 X 0 0 0 RICHARD ISAACSON TRUSTEE 1.00 X 0 0 0 MELISSA JERUSHALMY TRUSTEE 1.00 X 0 0 0 BETH KRINSKY TRUSTEE 1.00 X 0 0 0 JOEL KRINSKY TRUSTEE 1.00 X 0 0 0 HENRY LERNER TRUSTEE 1.00 X 0 0 0 RHONDA LEVY TRUSTEE 1.00 X 0 0 0 LOUISA LIECHTUNG TRUSTEE 1.00 X 0 0 0 MARK LIECHTUNG TRUSTEE 1.00 X 0 0 0 ROBERT LIPSON TRUSTEE 1.00 X 0 0 0 SUSAN MANDELL TRUSTEE 1.00 X 0 0 0 LESLIE OSTRIN TRUSTEE 1.00 X 0 0 0 DAVID PORTMAN TRUSTEE 1.00 X 0 0 0 JUDY PREMSELAAR TRUSTEE 1.00 X 0 0 0 LAUREN REICH TRUSTEE 1.00 X 0 0 0 ELLY ROSENTHAL TRUSTEE 1.00 X 0 0 0 RABBI ARI SAKS TRUSTEE 1.00 X 0 0 0 BRENDA TANZMAN TRUSTEE 1.00 X 0 0 0 ROY TANZMAN TRUSTEE 1.00 X 0 0 0 EDWARD THOMPSON TRUSTEE 1.00 X 0 0 0 ROBIN WANDER TRUSTEE 1.00 X 0 0 0 MICHAEL WASSERMAN TRUSTEE 1.00 X 0 0 0 LEW WETSTEIN TRUSTEE 1.00 X 0 0 0 MINDY WISER-ESTIN TRUSTEE 1.00 X 0 0 0 PHOEBE WOFCHUCK TRUSTEE 1.00 X 0 0 0 KEITH ZIMMERMAN TRUSTEE 1.00 X 0 0 0 SUSAN ANTMAN EXECUTIVE VP 36.00 X 178000 0 11171 KEITH KRIVITZKY CEO 36.00 X 186000 0 19076 ELENA HERSKOWITZ CHIEF DEVELOPMENT OFFICER 36.00 X 119000 0 13121 483000 0 43368 3 0 1 0 0 3801046 3801046 313812 313812 1440897 1269537 171360 171360 171360 OTHER INCOME 900099 381027 381027 381027 4667245 552387 0 313812 2010127 2010127 240000 240000 364000 254800 109200 1006918 621119 52796 333003 119093 76092 14073 28928 127169 81251 15028 30890 149870 62794 31584 55492 23105 9882 5582 7641 26526 11406 5040 10080 PROGRAMS 291975 201979 10857 79139 PROFESSIONAL & INVESTME 139429 51426 36802 51201 DUES & MEMBERSHIPS 137284 137284 0 0 PUBLISHING 132981 132981 0 0 262954 156861 26664 79429 5031431 4048002 307626 675803 1528257 798437 1471568 1566731 411528 324380 4250 9325 803630 391880 439006 411750 15788264 16364037 639152 691650 20282025 20166310 50126 246118 2166444 1718239 292012 255185 2508582 2219542 X 4686143 4706900 8942634 9094950 4144666 4144918 17773443 17946768 20282025 20166310 -364186 537511 0 X X 0 1 X 1 0 X 2506529 2308194 1683629 4207497 3801046 14506895 2506529 2308194 1683629 4207497 3801046 14506895 0 0 0 14506895 233286 212105 114190 299690 313812 1173083 233286 212105 114190 299690 313812 1173083 56531 41865 13732 70764 381027 563919 2796346 2562164 1811551 4577951 4495885 16243897 0.89310 0.91030 0.07220 0.07480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 69 304881 75562 188586 714529 1335262 13416330 1 1 X X 0 15180053 380269 1127855 1038622 15649555 15821070 873341 28582 1542940 15180053 10800932 331834 44507 401254 10776019 9614529 302773 1414783 528403 2750 10800932 8928226 121269 995306 427532 2740 9614529 0.16200 0.57310 0.26490 0 0 105300 105300 479700 255208 224492 38367 33775 4592 180263 102897 77366 411750 GOVERNMENT OF ISRAEL BONDS 1003500 F MUTUAL FUNDS 11217341 F EXCHANGE-TRADED FUNDS 255122 F JEWISH COMMUNITY ENDOWMENT POOL 3888074 F 16364037 PRESENT VALUE OF ANNUITY OBLIGATIONS 255185 255185 5204756 537511 537511 4667245 0 4667245 5031431 0 5031431 0 5031431 PART III, LINE 4: JUDAIC ARTWORK WHICH HAS CULTURAL RELEVANCE TO THE MISSION OF THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT REDUCING POVERTY AMONG PEOPLE LIVING WITH MENTAL ILLNESS. 18000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT CRISIS INTERVENTION TO TEENS IN DISTRESS ON THE STREETS. 25000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT PROVIDES A SUPPORTIVE ENVIRONMENT FOR SOME AT-RISK TEENAGE GIRLS 20000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT PROVIDES EDUCATIONAL SUPPORT TO STUDENTS IN GRADES 7-12 5000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT OPERATES "WARM HOMES" IN TEL AVIV THAT SERVE 65 HIGH-RISK YOUTHS 15000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT PROVIDES ASSISTANCE, AIDE AND SUPPORT BY TO CHILD VICTMS DURING TRIAL 15000 EUROPE (INCLUDING ICELAND & GREENLAND) SECURITY 5000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, FOSTERING THE JEWISH COMMUNITY 7500 MIDDLE EAST AND NORTH AFRICA JEWISH EDUCATION 5000 RUSSIA AND NEIGHBORING STATES JEWISH EDUCATION 2500 RUSSIA AND NEIGHBORING STATES SECURITY FOR JEWISH COMMUNITIES 5000 MIDDLE EAST AND NORTH AFRICA PROVIDES EDUCATIONAL REINFORCEMENT AND MENTORING TO YOUTH FROM UNDERPRIVILEGED BACKGROUNDS 15000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, CHILDREN RECEIVE HELP FROM JUNIOR-HIGH TUTORS MENTORED BY LOCAL TEACHERS 18000 MIDDLE EAST AND NORTH AFRICA CLUBS OFFFER A SUPPORTIVE AND MOTIVATION TO CHILDREN TO IMPROVE THEIR SCHOOL PERFORMANCE 25000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, OFFERS YOUNG PEOPLE, THE OPPORTUNITY TO BEGIN THEIR PREPARATION FOR SUCCESSFUL ADULTHOOD 18000 MIDDLE EAST AND NORTH AFRICA TAHEL HAS DEVELOPED AND IMPLEMENTED WORKSHOPS FOR CHILDREN TO PREVENT ABUSE 16000 MIDDLE EAST AND NORTH AFRICA TRAINS VULNERABLE YOUTH AS DOG HANDLERS OF THE CANINE SEARCH AND RESCUE UNIT. 25000 0 0 0 0 0 0 1 AXELROD PERFORMING ARTS CENTER 272362887 501(C)(3) 38000 ALLOCATION IS USED TO OFFSET LOSSES IN JEWISH CULTURAL PROGRAMMINGFROM THE FEDERATION HELPS TO SUBSIDIZE FINANCIAL AID AWARDED TO LOWER INCOME FAMILIES JEWISH FAMILY AND CHILDREN SERVICES 222486800 501(C)(3) 310000 GRANT IS USED TO PROVIDE FOOD, COUNSELING, HOME CARE ASSISTANCE, SOCIALIZATION AND OTHER SERVICES JEWISH FAMILY SERVICE (JFS) 530196598 501(C)(3) 297000 ALLOCATION IS USED TO OFFSET LOSSES IN BOTH SOCIAL SERVICE FOR JEWISH CLIENTS & CULTURAL JCC COMMUNITY CENTER 237140024 501(C)(3) 59000 ALLOCATION IS USED TO OFFSET LOSSES IN BOTH JEWISH CULTURAL PROGRAMMING & SENIOR ADULT JSS AGENCY 223672008 501(C)(3) 35000 GRANT IS USED TO PROVIDE FOOD, RENT ASSISTANCE, UTILITY PAYMENT ASSISTANCE, AND OTHER ESSENTIAL NEEDS TO THE MOST VULNERABLE PEOPLE IN OUR COMMUNITY RUTGERS HILLEL 260177367 501(C)(3) 45800 PROGRAMMING FOR JEWISH COLLEGE STUDENTS. JFNA 131624240 501(C)(3) 190839 SUPPORT FOR CRITICAL SERVICES OVERSEAS AND OPERATING SUPPORT ASSOC OF JEWISH FEDERATION OF NEW JERSEY 221487222 501(C)(3) 22442 OPERATING SUPPORT JEWISH COUNCIL OF PUBLIC AFFAIRS 131624104 501(C)(3) 3000 OPERATING SUPPORT NETIVOT 112943633 501(C)(3) 23000 EDUCATIONAL PROGRAM SUPPORT RABBI PESACH RAMON YESHIVA 501(C)(3) 141640 EDUCATIONAL PROGRAM SUPPORT SOLOMON SCHECHTER DAY SCHOOL 501(C)(3) 86000 EDUCATIONAL PROGRAM SUPPORT YESHIVA AT THE JERSEY SHORE 352262145 501(C)(3) 11000 EDUCATIONAL PROGRAM SUPPORT SEAD 501(C)(3) 10000 EDUCATIONAL PROGRAM SUPPORT RUTGERS JEWISH XPERIENCE 501(C)(3) 4000 PROGRAMMING FOR COLLEGE STUDENTS YACHAD 501(C)(3) 12500 CAREGIVER SUPPORT AND SOCIALIZATION PROGRAMS HILLEL YESHIVA 501(C)(3) 15000 EDUCATIONAL PROGRAM SUPPORT DSN 501(C)(3) 20000 CULTURAL PROGRAM SUPPORT FRIENDSHIP CIRCLE 501(C)(3) 12500 SOCIALIZATION AND CAMP PROGRAM SUPPORT HAND IN HAND SOCIALIZATION AND CAMP 501(C)(3) 12500 SOCIALIZATION AND CAMP PROGRAM SUPPORT CHABAD OF THE SHORE MONMOUTH UNIVERSITY 8000 PROGRAMMING FOR COLLEGE STUDENTS SCHEDULE I - PART II - PAGE 1 GRANTS TO THE JEWISH FEDERATIONS OF NORTH AMERICAN (JFNA), A 501(C)(3) DOMESTIC CHARITY, ARE REPORTED ON SCHEDULE I. X X X X X 0 1 0 0 0 0 0 0 0 SUSAN ANTMAN EXECUTIVE VP 165000 0 13000 0 0 0 9075 0 2096 0 189171 0 0 0 KEITH KRIVITZKY CEO 180000 0 6000 0 0 0 9900 0 9176 0 205076 0 0 0 PART I, LINE 4B KEITH KRIVITZKY, CEO, AND SUSAN ANTMAN, EXECUTIVE VICE PRESIDENT, PARTICIPATED IN A 457(B) DEFERRED COMPENSATION PLAN IN ADDITION TO THE QUALIFIED PROFIT SHARING PLAN. EMPLOYER CONTRIBUTIONS TOTALING $1,725, REPRESENTING OF .5% OF THEIR COMPENSATION, WERE MADE INTO THE 457(B) PLAN ON THEIR BEHALF. KEITH ZIMMERMAN MEMBER OF BOARD 2975 INSURANCE ENTITY WHICH BROKERS THE FEDERATION'S MEDICAL AND DENTAL INSURANCE; AMOUNTS EARNED DONATED BACK TO ORGANIZATION. 0 ELISE FELDMAN MEMBER OF BOARD 6401 PENSION ADMINISTRATOR; AMOUNTS EARNED DONATED BACK TO ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 2 CERTAIN DIRECTORS ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B 990 IS MADE AVAILABLE IN THE FEDERATION OFFICE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGNED DISCLOSURE STATEMENTS ARE OBTAINED FROM BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 CONDUCT ANNUAL PERFORMANCE REVIEWS. OBTAIN ANNUAL SURVEY FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. EXECUTIVE DIRECTOR DETERMINES COMPENSATION FOR STAFF. PERSONNEL COMMITTEE DETERMINES COMPENSATION FOR EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 POSTED TO THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: SAME AS LAST YEAR.