2017-05-11T18:01:50-07:00 2016-06-30 990 2015-07-01 201195592 JEWISH FEDERATION OF NORTHERN NEW JERSEY INC JEWI 2018203900 50 EISENHOWER DRIVE PARAMUS NJ 07652 Jason Shames Chief Executive Officer 2018203900 2017-05-15 2015 2021-01-29 14:40:06Z JASON SHAMES 50 EISENHOWER DRIVE PARAMUS NJ 07652 26733186 0 X www.jfnnj.org X 2004 NJ JEWISH FEDERATION OF NORTHERN NEW JERSEY ADDS VALUE BY PROVIDING THE LEADERSHIP NECESSARY TO CREATE A STRONG, CARING, COLLABORATIVE, AND VIBRANT JEWISH COMMUNITY IN NORTHERN NJ, ISRAEL AND ABROAD. 41 40 60 2000 -1545 -12638 10729134 7136548 793705 576441 2400063 1388316 -80262 233402 13842640 9334707 5947530 5379147 0 0 4049000 4252530 22162 18916 1591240 2400537 2524456 12419229 12175049 1423411 -2840342 74379592 62191539 31635853 24698146 42743739 37493393 X JEWISH FEDERATION OF NORTHERN NEW JERSEY (FEDERATION) ADDS VALUE BY PROVIDING THE LEADERSHIP NECESSARY TO CREATE A STRONG, CARING COLLABORATIVE, AND VIBRANT JEWISH COMMUNITY IN NORTHERN NJ AND ABROAD. IN SUPPORT OF ITS MISSION, THE FEDERATION SERVES AS A CENTRAL UNIFYING FORCE OF THE DIVERSE JEWISH POPULATION IN THE NORTHERN NEW JERSEY AREA, AND ALSO STRIVES TO BUILD PARTNERSHIPS WITH OTHER COMMUNITIES AND GROUPS IN THE AREA. THE FEDERATION SUPPORTS OVER 84 BENEFICIARY AND AFFILIATED AGENCIES AND COMMUNITY SERVICES THAT PROVIDE HUMANITARIAN, SOCIAL SERVICE, CULTURAL AND EDUCATIONAL NEEDS LOCALLY, IN ISRAEL, AND IN 60 COUNTRIES AROUND THE WORLD. 0 0 3889163 1588889 182962 COMMUNITY-BASED PROGRAMS AND SUPPORT - THE FEDERATION BRINGS THE COMMUNITY TOGETHER BY ADVOCATING FOR ISRAEL, SUPPORTING JEWISH INSTITUTIONS, AND WORKING WITH ALL OF OUR NEIGHBORS TO ENRICH JEWISH LIFE. GRANTS AND ALLOCATIONS ARE GIVEN TO THE JEWISH FEDERATIONS OF NORTH AMERICA, JEWISH COMMUNITY CENTERS (JCCs), AND OTHER 501(C)3 ORGANIZATIONS THAT BUILD JEWISH COMMUNITIES IN NORTHERN NEW JERSEY, ISRAEL AND ABROAD. FEDERATION'S CENTER FOR ISRAEL ENGAGEMENT AND PARTNERSHIP 2GETHER PROGRAMS CONNECT NORTHERN NEW JERSEY TO ISRAEL THROUGH EDUCATIONAL, CULTURAL AND PROFESSIONAL EXCHANGES. THE JEWISH COMMUNITY RELATIONS COUNCIL PROVIDES A FORUM FOR DISCUSSION AND ACTION ON ISSUES OF CONCERN WITH ELECTED OFFICIALS AT ALL GOVERNMENT LEVELS. THE KEHILLAH COOPERATIVE IS A GROUP PURCHASING INITIATIVE OF FEDERATION THAT LOWERS EXPENSES FOR PARTICIPATING INSTITUTIONS, ALLOWING DAY SCHOOLS, SYNAGOGUES, JCCs, AND NURSING HOMES TO SPEND LESS ON OVERHEAD AND MORE ON MISSION. AS OF JUNE 30, 2016, THESE INSTITUTIONS HAVE ESTIMATED SAVINGS OF OVER $3.0M SINCE THE PROGRAM'S INCEPTION. 2570899 1629579 10050 SOCIAL WELFARE - THE FEDERATION WORKS TO ASSESS AND ADDRESS THE MOST PRESSING NEEDS OF OUR JEWISH COMMUNITY IN NORTHERN NEW JERSEY, ISRAEL AND AROUND THE WORLD. GRANTS ARE PROVIDED TO 501(C)3 ORGANIZATIONS THAT PROVIDE SOCIAL SERVICES, HUNGER RELIEF, SENIOR NUTRITION AND SENIOR TRANSPORTATION. THROUGH ITS COUNCIL FOR OLDER ADULTS PROGRAM, FEDERATION FUNDS FIVE (5) CONGREGATE MEAL AND KOSHER MEALS-ON-WHEELS SITES SERVING OVER 90,000 MEALS TO SENIORS. FEDERATION ALSO PROVIDE CHAPLAINCY AND PASTORAL CARE TO LOCAL INSTITUTIONS. 1393838 667947 92526 JEWISH EDUCATION AND ENGAGEMENT - FEDERATION IS DEDICATED TO PROMOTING AND ENHANCING JEWISH EDUCATION AND IDENTITY THROUGH ITS JEWISH EDUCATION SERVICES PROGRAM AND GRANTS TO JEWISH DAY SCHOOLS. THROUGH THE ONE HAPPY CAMPER PROGRAM, STIPENDS ARE PROVIDED TO FIRST-TIME CAMPERS AT JEWISH OVERNIGHT CAMPS WHERE THEY FORM LIFELONG CONNECTIONS TO JEWISH CULTURE AND COMMUNITY. ALLOCATIONS ARE ALSO MADE TO HILLEL, A PROGRAM IN LOCAL COLLEGES THAT FOSTERS JEWISH IDENTITY THROUGH SOCIAL, EDUCATIONAL, AND VOLUNTEER ACTIVITIES. FEDERATION CONTINUES TO SUPPORT TAGLIT-BIRTHRIGHT ISRAEL AND ONWARD ISRAEL FOR YOUNG ADULTS TO IMMERSE THEMSELVES IN ISRAELI CULTURE. IN PARTNERSHIP WITH THE HENRY & MARILYN TAUB FOUNDATION, FEDERATION'S SYNAGOGUE LEADERSHIP INITIATIVE WORKS WITH SYNAGOGUE LEADERS TO TRANSFORM SYNAGOGUES, BUILD COMMUNITIES AND CREATE A DYNAMIC JEWISH FUTURE. 1492732 1492732 25000 GRANTS FROM ENDOWMENT FOUNDATION AND EMERGENCY RELIEF SUPPORT. 1492732 1492732 25000 9346632 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 1 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 68 0 1 60 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 40 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NJ X MELODY MARAVILLAS 2018203900 50 EISENHOWER DRIVE PARAMUS NJ 07652 JASON SHAMES Executive VP and Asst Secretary 45 4 X X 295621 0 34294 JAYNE PETAK President 15 0 X X 0 0 0 ROBERTA ABRAMS Vice President Campaign 10 0 X X 0 0 0 BRUCE BRAFMAN Vice President Planning and Allocations 10 0 X X 0 0 0 LEE LASHER Vice President and Treasurer 10 0 X X 0 0 0 DAVID GOODMAN Vice President At Large 10 0 X X 0 0 0 STEPHANIE GOLDMAN Secretary 10 0 X X 0 0 0 ZVI MARANS MD Immediate Past President 10 0 X X 0 0 0 DANA POST ADLER Trustee 3 0 X 0 0 0 LAURIE BADER Trustee 3 0 X 0 0 0 GALE BINDELGLASS Trustee 3 0 X 0 0 0 RUTH COLE Trustee 3 0 X 0 0 0 JULIE EISEN Trustee 3 0 X 0 0 0 JODI EPSTEIN Trustee 3 0 X 0 0 0 KAREN FARBER Trustee 3 0 X 0 0 0 FRED FISH Trustee 3 0 X 0 0 0 MERLE FISH Trustee 3 0 X 0 0 0 LEO GANS Trustee 3 0 X 0 0 0 GAYLE GERSTEIN Trustee 3 0 X 0 0 0 SARITA GROSS Trustee 3 2 X 0 0 0 DANIEL HERZ Trustee 3 0 X 0 0 0 HARRY IMMERMAN Trustee 3 0 X 0 0 0 JOAN KRIEGER Trustee 3 0 X 0 0 0 SUE ANN LEVIN Trustee 3 0 X 0 0 0 NATHAN LINDENBAUM Trustee 3 0 X 0 0 0 DR JONATHAN MANGOT Trustee 3 0 X 0 0 0 MARK METZGER Trustee 3 5 X 0 0 0 DAVID NANUS Trustee 3 0 X 0 0 0 DAVID OPPER Trustee 3 0 X 0 0 0 SUSAN PENN Trustee 3 0 X 0 0 0 RON ROSENSWEIG Trustee 3 0 X 0 0 0 WILL RUKIN Trustee 3 0 X 0 0 0 ALAN SCHARFSTEIN Trustee 3 0 X 0 0 0 DANIEL SHLUFMAN Trustee 3 0 X 0 0 0 DANIEL SILNA Trustee 3 0 X 0 0 0 LEON SOKOL Trustee 3 1 X 0 0 0 BENAY TAUB Trustee 3 0 X 0 0 0 LOUISE TUCHMAN Trustee 3 0 X 0 0 0 DONNA WEINTRAUB Trustee 3 0 X 0 0 0 LARRY WEISS Trustee 3 0 X 0 0 0 TRACY ZUR Trustee 3 0 X 0 0 0 MELODY MARAVILLAS Managing Director - Finance 45 0 X X 144349 0 133 GARY SIEPSER Chief Development Officer 45 0 X 143089 0 14091 LISA HARRIS-GLASS Managing Director - Planning and Allocations 45 0 X 143411 0 133 ROBIN ROCHLIN Managing Director - Endowment and Asst Exec VP 45 6 X 131897 0 133 JOY KURLAND Director - JCRC 45 0 X 117081 0 2552 JODI HEIMLER MANAGING DIRECTOR - DEVELOPMENT 45 0 X 106107 0 1339 1081555 0 52675 8 0 1 0 Israel Tour Connection LLC 66 W Mt Pleasant Avenue Livingston NJ 07039 Mission tour 133674 Colonial Consulting LLC 750 Third Avenue New York NY 10017 Investment advisory 107507 2 0 0 1749510 14000 235368 5137670 623027 7136548 COMMUNITY PROGRAMS INCOME 900099 310538 310538 0 0 GRANT INCOME 900099 42066 42066 0 0 ADMINISTRATIVE FEE INCOME 900099 216576 216576 0 0 MISCELLANEOUS PROGRAM INCOME 900099 7261 7261 0 0 0 0 0 0 576441 367176 0 0 367176 0 0 0 0 0 0 0 0 162377 0 158632 0 3745 0 3745 0 -1545 5290 17835734 0 16814594 0 1021140 0 1021140 0 0 1021140 642810 1749510 414743 228067 0 228067 12100 10510 1590 0 0 1590 0 0 0 0 0 0 0 0 0 0 0 9334707 576441 -1545 1623263 3619892 3619892 0 0 1759255 1759255 0 0 1004785 683629 107436 213720 0 0 0 0 2531122 1404964 176886 949272 0 0 0 0 429699 221483 65492 142724 286924 171076 19892 95956 0 0 0 0 17074 0 17074 0 76345 0 76345 0 0 0 0 0 18916 18916 117834 0 117834 0 237738 152366 85372 0 178866 54474 52553 71839 140860 26355 51244 63261 174105 81293 76835 15977 0 0 0 0 189882 28672 161210 0 80559 63926 11540 5093 0 0 0 0 101797 35271 52044 14482 86400 42601 43799 0 0 0 0 0 160299 72377 87922 0 66295 32596 33699 0 MEALS ON WHEELS FOOD COST 310902 310902 0 0 MISSIONS 282108 282108 0 0 PROGRAM SERVICES 303392 303392 0 0 12175049 9346632 1237177 1591240 0 0 2199591 1580098 5802492 4612148 195707 223109 0 0 0 0 49000 49000 0 0 64131 70433 8551055 1838224 6883213 6712831 49279909 40205825 9758619 8626671 0 0 121056 108424 25874 3000 74379592 62191539 632040 560582 4427897 4508044 0 0 3600000 3600000 20134496 13560306 0 0 0 0 0 0 2841420 2469214 31635853 24698146 X 26755949 23110162 15987790 14383231 0 0 42743739 37493393 74379592 62191539 X -2840342 -2625513 0 0 0 215509 X 0 1 X 1 0 X 15811081 13004814 11784957 10729134 7136548 58466534 15811081 13004814 11784957 10729134 7136548 58466534 5817727 52648807 218110 325431 656042 414916 529553 2144052 10124 7070 7139 38271 -1545 61059 7261 7261 60678906 2245229 0.86766 0.8964 X Schedule A, Part II, Line 10 MISCELLANEOUS INCOME = 7,261 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 111 106 630185 435902 1652268 6500808 10222749 26449409 1 1 0 1 X 37347313 1209726 -1224816 1468745 552915 117834 35192729 37502178 1790192 145094 1439366 527812 122973 37347313 34202838 2720144 4768607 3475304 610793 103313 37502179 30056492 3500521 3550735 1162543 1547738 194629 34202838 24941135 6693539 -246195 927147 288891 115949 30056492 0.6 0 0.4 0 0 0 2015286 2015286 0 5630521 1092750 4537771 0 0 0 0 0 0 0 0 0 905248 745474 159774 6712831 LIFE INSURANCE POLICY 546722 F STATE OF ISRAEL BONDS 1567533 F COMMODITY FUNDS 1740 F HEDGE FUNDS 6510676 F 8626671 0 GIFT ANNUITY PAYABLE 2302461 DEFERRED COMPENSATION 157998 SECURITY DEPOSITS PAYABLE 8755 2469214 X Schedule D, Part IV, Line 2b JEWISH FEDERATION OF NORTHERN NEW JERSEY, AS CUSTODIAN FOR FUNDS HELD FOR OTHERS, PROVIDES ENDOWMENT MANAGEMENT AND INVESTMENT SERVICES TO BENEFICIARY, NON-PROFIT ORGANIZATIONS LOCATED IN NORTHERN NEW JERSEY. OWNERSHIP OF THESE ASSETS IS RETAINED BY THE RESPECTIVE AGENCIES AND IS COMMINGLED FOR INVESTMENT PURPOSES WITH THE ASSETS OF JFNNJ. AS PART OF THE AGREEMENT FOR THE SERVICES PROVIDED, EACH AGENCY PAYS AN ADMINISTRATIVE FEE ANNUALLY TO JFNNJ. Schedule D, Part V, Line 4 JEWISH FEDERATION OF NORTHERN NEW JERSEY HAS A POLICY OF DISTRIBUTING ANNUALLY 5% OF THE 12 QUARTER AVERAGE FAIR VALUE OF THE ENDOWMENT ASSETS TO SUPPORT JFNNJ'S PROGRAMS AND TO SUPPORT PROGRAMS OF THE ORGANIZATION'S BENEFICIARY AGENCIES AND OTHER 501(C)(3) ORGANIZATIONS. Schedule D, Part X, Line 2 THE FEDERATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)3 OF THE INTERNAL REVENUE CODE AND FROM STATE AND LOCAL TAXES UNDER COMPARABLE LAWS. FEDERATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON CERTAIN INVESTMENT INCOME AND RENTAL INCOME. THEREFORE $5,700 OF TAXES WAS PAID FOR THE YEAR ENDING JUNE 30, 2016. IN ADDITION, FEDERATION HAS NO INCOME TAX RELATED PENALTIES OR INTEREST FOR THE YEAR. 1 Middle East and North Africa 1 1 Program Services THE JEWISH FEDERATION OF NORTHERN NEW JERSEY OPERATES A SMALL OFFICE IN ISRAEL, THE PURPOSE OF WHICH IS TO MONITOR PROGRAMS IN ISRAEL SPONSORED BY JFNNJ, PREPARE REPORTS AND ASSESSMENTS ABOUT THESE PROJECTS AND TO RESPOND TO COMMUNITY LEADERS QUESTIONS REGARDING CONTINUING AND OR NEW PROGRAMS. THERE MAY BE OTHER DE MINIMIS COSTS RELATED TO THE FOREIGN OFFICE FOR ACTIVITIES PERFORMED BY JFNNJ, HOWEVER THESE ARE NOT SIGNIFICANT AND HAVE NOT BEEN INCLUDED IN THE TOTAL REPORTED. THE COSTS OF THE OFFICE ARE BORNE BY JFNNJ AND ANOTHER FEDERATION. 64485 Middle East and North Africa Investments FEDERATION HAS FOREIGN INVESTMENTS IN STATE OF ISRAEL BONDS ONLY. 1567533 Middle East and North Africa Grantmaking SCHEDULE F, PART V 1694770 1 1 3326788 Middle East and North Africa GENERAL SUPPORT, PART V 1692970 WIRE 0 1 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 OVERSEAS GRANTS AND PROJECTS ARE MONITORED BY A SMALL OFFICE IN ISRAEL. THE OFFICE ASSESSES FEDERATION-SPONSORED PROGRAMS AND SUBMITS PERIODIC REPORTS TO FEDERATION'S PLANNING AND ALLOCATIONS COMMITTEE. Schedule F, Part I, Line 3 GRANTMAKING - THE JEWISH FEDERATION OF NORTHERN NEW JERSEY REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) WHICH IS A DOMESTIC US CHARITY. JFNA MAKES SOME DISTRIBUTIONS DIRECTLY TO THE JOINT DISTRIBUTION COMMITTEE (JDC) AND TO THE JEWISH AGENCY OF ISRAEL (JAFI). ALL THREE AGENCIES THEN SEND A PORTION OF THE GRANTS TO NONPROFIT ORGANIZATIONS IN ISRAEL AND OTHER COUNTRIES. JFNA, JDC AND JAFI EACH FILE SEPARATE FORM 990'S AND REPORT SPECIFIC GRANT ACTIVITY IN DETAIL ON THEIR RESPECTIVE SCHEDULE F. FEDERATION DOES NOT DETERMINE THE AMOUNT TO BE GRANTED TO ISRAEL AND ABROAD, NOR DOES IT MONITOR THE GRANTS AS THERE ARE MONIES INCLUDED WITHIN THE PAYMENTS MADE TO JFNA THAT ARE THEN PAID TO FOREIGN ORGANIZATIONS. FEDERATION HAS INCLUDED ALL FUNDS PAID TO JFNA THAT ARE CONSIDERED TO BE FOREIGN ON SCHEDULE F, FORM 990. X X X X X X X 1 SIEGEL MARKETING GROUP INC 1845 N FARWELL AVE MILWAUKEE WI 53202 TELEFUNDING SERVICES 0 79990 18916 61074 79990 18916 61074 NJ MAJOR GIFTS DINNER 653430 635140 18290 0 0 13725 19700 22284 8137 SUPER SUNDAY 442505 442505 0 0 0 200 1239 775 12112 4 1296385 671865 624520 0 0 112121 95926 28462 100063 2392320 1749510 642810 0 0 126046 116865 51521 120312 414744 228066 1 Abraham Joshua Heschel School 270 West 89th Street New York NY 100241796 133091539 501(c)(3) 80180 General Support Alzheimers Assocof Greater NJ 400 Morris Ave Suite 251 Denville NJ 07834 133039601 501(c)(3) 6500 General Support American Society for Technion 55 East 59th Street New York NY 10022 130434195 501(c)(3) 10000 General Support Barnert Temple 747 Route 208 South Franklin Lakes NJ 07417 221589196 501(c)(3) 5833 General Support Ben Porat Yosef East 243 Frisch Court Paramus NJ 076525240 223688043 501(c)(3) 22977 General Support Bergen County High School of Jewish Studies 940 Main Street Hackensack NJ 07601 222267197 501(c)(3) 75250 General Support Bergen County Y JCC 605 Pascack Road Washington Township NJ 07676 221487394 501(c)(3) 142200 General Support Boys Town Jerusalem Foundation of America One Penn Plaza Suite 6250 New York NY 101190002 115324002 501(c)(3) 5171 General Support Breast Cancer Research Foundation 60 East 56th Street 8th floor New York NY 10022 133727250 501(c)(3) 500000 General Support Center for Hope and Safety 12 Overlook Avenue Suite A Rochelle Park NJ 07662 222184949 501(c)(3) 13000 General Support Central Fund of Israel 980 Avenue of the Americas New York NY 10018 132992985 501(c)(3) 6800 General Support Chamah 420 Lexington Avenue New York NY 10170 237365688 501(c)(3) 16000 General Support Congregation Ahavath Torah 240 Broad Avenue Englewood NJ 07631 221574510 501(c)(3) 5430 General Support Congregation Beth Sholom 354 Maitland Avenue Teaneck NJ 07666 226013536 501(c)(3) 7750 General Support Daughters of Miriam 155 Hazel Street Clifton NJ 07011 221500504 501(c)(3) 46548 General Support Englewood Hospital Medical Center Foundation 350 Engle Street Englewood NJ 07631 223367281 501(c)(3) 21350 General Support Fair Lawn High School 14-00 Berdan Avenue Fair Lawn NJ 07410 223049982 501(c)(3) 5800 General Support Friends of the IDF 298 5th Ave 5th Floor New York NY 101173315 133156445 501(c)(3) 10030 General Support Frisch School 120 West Century Road Paramus NJ 07652 221937461 501(c)(3) 25160 General Support Gesher Foundation 332 Bleecker Street Suite 444 New York NY 10014 237029115 501(c)(3) 10000 General Support Hadassah 50 W 58th Street New York NY 10019 131656651 501(c)(3) 5500 General Support Hebrew Institute of Riverdale - the Bayit 3700 Henry Hudson Parkway Bronx NY 10463 131740456 501(c)(3) 12000 General Support Israel Healthcare Foundation 25 West 45th Street New York NY 10036 273649987 501(c)(3) 100000 General Support ITN North Jersey 205 Hillcrest Avenue Wyckofff NJ 07481 465713852 501(c)(3) 37500 General Support Jewish Comm Center of Paramus East 304 Midland Ave Paramus NJ 07652 221585579 501(c)(3) 14000 General Support Jewish Association for Developmental Disabilities 190 Moore Str Suite 272 Hackensack NJ 07671 222842847 501(c)(3) 69860 General Support Jewish Family Service of Bergen County 1485 Teaneck Road Teaneck NJ 07666 222223109 501(c)(3) 363479 General Support Jewish Family Service of North Jersey One Pike Drive Wayne NJ 07470 221487228 501(c)(3) 409641 General Support Jewish Federation of North America 25 Broadway Suite 1700 New York NY 100041010 131624240 501(c)(3) 1692970 General Support Jewish Home Family 10 Link Drive Rockleigh NJ 07647 260493240 501(c)(3) 94922 General Support Jewish Home Foundation of North Jersey Inc 10 Link Drive Rockleigh NJ 07647 521720580 501(c)(3) 96215 General Support Jewish National Fund - NY 78 Randall Avenue Department 100 Rockville Centre NY 11570 131659627 501(c)(3) 5750 General Support Kaplen JCC on the Palisades 411 E Clinton Avenue Tenafly NJ 07670 221487220 501(c)(3) 256142 General Support Yeshivath Viznitz Dkhal Torath Chaim Inc POBOX 446 Monsey NY 10952 237379099 501(c)(3) 12000 General Support Kehillat Ohr Tzion 879 Hopkins Road Williamsville NY 14221 510417564 501(c)(3) 10000 General Support MaAyanot Yeshiva High School for Girls 1650 Palisade Avenue Teaneck NJ 07666 223383708 501(c)(3) 11847 General Support Masorti Foundation for Conservative Judaism in IS 475 Riverside Drive Suite 832 New York NY 101150122 131810938 501(c)(3) 30000 General Support Moishe House 5007 Providense Road Shalom Park Charlotte NC 28226 262599786 501(c)(3) 29407 General Support Moriah School 53 South Woodland Avenue Englewood NJ 07631 221766272 501(c)(3) 28562 General Support PEF Israel Endowment Funds 630 Third Avenue 15th Floor New York NY 10017 136104086 501(c)(3) 7600 General Support Paterson Hebrew Free Loan Association 10-10 Norma Avenue Fair Lawn NJ 07410 226001012 501(c)(3) 15000 General Support Ramaz School 125 East 85th Street New York NY 100280906 131635279 501(c)(3) 12000 General Support Rosenbaum Yeshiva of North Jersey 666 Kinderkamack Rd River Edge NJ 07661 221526652 501(c)(3) 40732 General Support Rutgers University Hillel 93 College Avenue New Brunswick NJ 08901 237318742 501(c)(3) 103500 General Support Rutgers University Foundation Winants Hall 7 College Avenue New Brunswick NJ 08901 237318742 501(c)(3) 7500 General Support Salanter Akiva Riverdale Academy 655 West 254th Street Riverdale NY 10471 132646185 501(c)(3) 13200 General Support Sharsheret 1086 Teaneck Rd Teaneck NJ 07666 134198529 501(c)(3) 5180 General Support Shelter Rock Jewish Center 272 Shelter Rock Road Roslyn NY 11576 112000270 501(c)(3) 16500 General Support Sinai Special Needs Institute 1485 Teaneck Road Suite 300 Teaneck NJ 07666 222942402 501(c)(3) 47856 General Support Solomon Schechter Day School 275 McKinley Ave New Milford NJ 07646 237370024 501(c)(3) 28947 General Support Temple Emanu-El of Closter 180 Piermont Road Closter NJ 07624 221589223 501(c)(3) 15150 General Support Temple Emanuel of the Pascack Valley 87 Overlook Drive Woodcliff Lake NJ 07677 226013926 501(c)(3) 6000 General Support The Schechter Institutes Inc PO Box 8500 Box 3566 Philadelphia PA 19178 223342043 501(c)(3) 10000 General Support Torah Academy of Bergen County 1600 Queen Anne Road Teaneck NJ 07666 222890836 501(c)(3) 16042 General Support Yavneh Academy 155 Fairview Avenue Paramus NJ 07652 221613659 501(c)(3) 32104 General Support Yeshivat Noam 70 West Century Road Paramus NJ 07652 223722875 501(c)(3) 29519 General Support YM-YWHA of North Jersey 1 Pike Drive Wayne NJ 07470 221493179 501(c)(3) 81170 General Support Young Judaea 575 Eighth Avenue 11th Floor New York NY 10018 452640858 501(c)(3) 43000 General Support Temple Avodat Shalom 385 Howland Avenue River Edge NJ 07661 226046606 501(c)(3) 9300 General Support 59 0 Schedule I, Part I, Line 2 EVERY YEAR AGENCIES REQUESTING FUNDING PRESENT THEIR PLANS, GOALS, NEEDS AND FINANCIAL DATA TO THE PLANNING AND ALLOCATIONS COMMITTEE. THIS COMMITTEE DELIBERATES AND REVIEWS ALL SUBMITTED INFORMATION. THE COMMITTEE THEN MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES AS TO THE ALLOCATION BASED ON THE FUNDS AVAILABLE. THE BOARD OF TRUSTEES MEET IN MAY EVERY YEAR TO REVIEW AND APPROVE THE ALLOCATIONS. BECAUSE THE AGENCY RECIPIENTS ARE LOCATED LOCALLY AND KNOWN TO THE JEWISH FEDERATION, FEDERATION MAINTAINS CLOSE RELATIONSHIPS WITH THE AGENCIES ENABLING IT TO MONITOR THE PROGRESS OF THE AGENCIES' PROJECTS AND PROGRAMS FOR WHICH THE MONIES WERE ALLOCATED. FEDERATION STAFF AND VOLUNTEERS WORK CLOSELY ON NUMEROUS PROJECTS WITH THE AGENCIES IN MANY ASPECTS. ADDITIONALLY, FEDERATION MAINTAINS DONOR ADVISED FUNDS, WHEREBY DONORS SELECT CHARITIES TO MAKE GRANT DISTRIBUTIONS FROM THEIR DONOR ADVISED ACCOUNTS. ALL GRANTS ARE MADE TO 501(C)(3) CHARITABLE ORGANIZATIONS WHICH ARE VERIFIED AS LEGITIMATE CHARITIES BY THE STAFF AND THEN APPROVED BY THE ENDOWMENT GRANTS COMMITTEE. THESE GRANTS HAVE BEEN INCLUDED IN SCHEDULE I AS WELL. X X X X X 0 1 0 0 0 0 0 0 0 JASON SHAMES Executive VP and Asst Secretary 275000 0 2500 0 18121 0 12375 0 21919 0 329915 0 0 0 Schedule J, Part I, Line 3 THE ORGANIZATION HAS A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT. A REVIEW OF THE "TOTAL COMPENSATION" FOR EACH INDIVIDUAL IS MADE BY THE SALARIES AND PERSONNEL PRACTICES COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT;2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION THE MEMBERS OF THE BOARD OF TRUSTEES EACH ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE BOARD AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO ALL SENIOR MANAGEMENT PERSONNEL. Schedule J, Part I, Line 4 EMPLOYER CONTRIBUTION TO 457B PLAN = $12,375 A COLORADO EDUCATIONAL & CULTURAL FACILITIES AUTHORITY 840896727 1964586R9 2007-05-01 6500000 BUILDING PURCHASE AND RENOVATION 0 0 0 A 2900000 0 3600000 0 165935 0 120799 0 0 6500000 0 0 2008 0 0 1 1 A 0 1 0 0 0 0.033 0.033 1 0 1 A 0 0 0 1 1 0 0 0 1 A 1 Schedule K, Part IV, Line 2c-05/01/2007 6,500,000 COLORADO EDUCATIONAL & CULTURAL FACILITIES A REBATE ANALYSIS WAS PERFORMED MAY 9, 2011 AND IT WAS DETERMINED THAT THERE IS NO REBATE DUE. AS THERE HAVE BEEN NO CHANGES TO THE STATUS OF THE TAX-EXEMPT BONDS OTHER THAN HAVING PAID DOWN THE BALANCE, NO FURTHER CALCULATIONS OF THE REBATE LIABILITY ARE NECESSARY. X 42 623027 SALES VALUE 0 0 1 1 Schedule M, Part I, Line 32b SECURITIES ARE SENT DIRECTLY BY DONORS TO PRE-DETERMINED BROKERAGE HOUSES WHICH THEN SELL THE SECURITIES UPON RECEIPT. Form 990, Part I, Line 20 Audited Balance Sheet Total Assets = $62,083,115. For GAAP purposes, loan origination costs of $108,424 are excluded from assets and treated as a deduction from loans payable. Form 990, Part I, Line 21 Audited Balance Sheet Total Liabilities = $24,589,722. For GAAP purposes, loan origination costs of $108,424 are excluded from assets and treated as a deduction from loans payable. Form 990, Part III, Line 1 IN 2016, FEDERATION SUPPORTED SEVERAL NEW INITIATIVES THAT EMPHASIZE STEM EDUCATION AT LOCAL JEWISH DAY SCHOOLS AS A WAY TO ENHANCE THEIR ACADEMIC OFFERINGS AND OVERSEAS THROUGH OUR WORLD ORT "YOUNIVERSITY" IN OUR SISTER CITY, NAHARIYA. FOR THE FIRST TIME, A DELEGATION OF HIGH SCHOOL STUDENTS FROM BERGEN COUNTY ACADEMIES WAS BROUGHT TO ISRAEL TO EXPERIENCE ITS CUTTING-EDGE STEM ENVIRONMENT. FEDERATION RENEWED ITS COMMITMENTS TO ONWARD ISRAEL, AN INTERNSHIP PROGRAM ENABLING NORTHERN NEW JERSEY YOUNG ADULTS TO WORK AT LEADING EDGE ISRAEL COMPANIES; A PET THERAPY CENTER IN SDEROT TO TREAT CHILDREN SUFFERING FROM POST-TRAUMATIC STRESS DISORDER; AND A SENIOR TRANSPORTATION PROGRAM THAT PROVIDES AFFORDABLE RIDES FOR SOCIAL ENGAGEMENTS AS WELL AS MEDICAL APPOINTMENTS AND FOOD SHOPPING. FUNDING WAS ALSO CONTINUED FOR SEVERAL HIGHLY SUCCESSFUL PROGRAMS INCLUDING TAGLIT-BIRTHRIGHT ISRAEL, FEEDING THE LOCAL HUNGRY, CONNECTING THE NORTHERN NEW JERSEY COMMUNITY AND NAHARIYA, ISRAEL THROUGH CULTURAL, EDUCATIONAL AND PROFESSIONAL EXCHANGES, AND GENERATING SIGNIFICANT SAVINGS FOR PARTICIPATING AGENCIES THROUGH ITS KEHILLAH PURCHASING COOPERATIVE. Form 990, Part VI, Section A, Line 2 FRED FISH AND MERLE FISH HAVE A FAMILY RELATIONSHIP. DANIEL SILNA AND TRACY ZUR HAVE A FAMILY RELATIONSHIP. JULIE EISEN AND WILL RUKIN HAVE A BUSINESS RELATIONSHIP. Form 990, Part VI, Section B, Line 11b THE FORM 990 AND ALL OF THE SCHEDULES ARE PREPARED BY THE ACCOUNTING DEPARTMENT OF FEDERATION AND REVIEWED BY AN OUTSIDE CERTIFIED PUBLIC ACCOUNTING FIRM, WHICH ANNUALLY AUDITS THE FINANCIAL STATEMENTS OF FEDERATION. THE DRAFT FORM 990 IS THEN FORWARDED TO MEMBERS OF THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR THEIR REVIEW. SCHEDULE B WAS NOT PROVIDED FOR THEIR REVIEW IN ORDER TO RESPECT THE PRIVACY OF OUR MAJOR DONORS. AFTER THE COMMENTS AND SUGGESTIONS OF THE COMMITTEE AND BOARD ARE ADDRESSED, THE RETURN IS SUBMITTED TO THE IRS. Form 990, Part VI, Section B, Line 12c CONFLICT OF INTEREST QUESTIONNAIRES ARE DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, BOARD COMMITTEE MEMBERS, KEY EMPLOYEES AND THOSE EMPLOYEES IN A POSITION OF MANAGEMENT. THE QUESTIONNAIRES ARE REVIEWED FOR ISSUES OF CONFLICT AND PRESENTED TO THE OFFICERS GROUP OF THE BOARD FOR DETERMINATION WHETHER THERE IS A CONFLICT AND RESOLUTION. ALL NEW TRUSTEES, OFFICERS, OR PERSONNEL COMPLETE A QUESTIONNAIRE UPON ASSUMING A NEW POSITION. QUESTIONNAIRES ARE UPDATED AT THE BEGINNING OF EACH NEW YEAR. Form 990, Part VI, Section B, Line 15 UNDER THE AUSPICES OF THE JFNNJ BOARD OF TRUSTEES, THE PERSONNEL COMMITTEE, WHICH IS MADE UP OF VOLUNTEERS AND ASSISTED BY PEOPLE WITH EXPERTISE IN THE AREA OF EXECUTIVE COMPENSATION, REVIEWS SURVEYS AND STUDIES ALL PERTINENT INFORMATION FROM OTHER FEDERATIONS AS A BENCHMARK FOR THE SALARY AND BENEFITS OF ALL KEY EMPLOYEES. COMPENSATION CHANGES ARE REVIEWED AND AUTHORIZED BY THE PERSONNEL COMMITTEE. ALL CHANGES ARE THEN APPROVED BY THE JFNNJ BOARD OF TRUSTEES. SEE SCHEDULE J FOR ADDITIONAL INFORMATION REGARDING THE ORGANIZATION'S REVIEW AND APPROVAL PROCESS FOR KEY EMPLOYEES. Form 990, Part VI, Section C, Line 19 DURING THE YEAR, INFORMATION WAS MADE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 NON-CASH CONTRIBUTIONS = 623,027 BAD DEBT EXPENSE = (219,684) AND CHANGE IN VALUATION ALLOWANCE = (187,834) JEWISH COMMUNITY HOUSING CORP 510 EAST 27TH STREET PATERSON NJ 07514 237139963 HOUSING NJ 9 501(C)3 JEWISH FEDERATION OF NORTHERN NEW JERSEY 1 BETH AND MARK METZGER FOUNDATION 50 EISENHOWER DRIVE PARAMUS NJ 07652 222734107 SUPPORTING ORG NJ TYPE I 501(C)3 N/A 0 ROSNER FAMILY FOUNDATION 50 EISENHOWER DRIVE PARAMUS NJ 07652 204384158 SUPPORTING ORG NJ TYPE I 501(C)3 N/A 0 THE HELEN AND JACK LUBLINER FAMILY FOUNDATION 50 EISENHOWER DRIVE PARAMUS NJ 07652 900427853 SUPPORTING ORG NJ TYPE I 501(C)3 N/A 0 THE PERLMAN FAMILY FOUNDATION 50 EISENHOWER DRIVE PARAMUS NJ 07652 223482032 SUPPORTING ORG NJ TYPE I 501(C)3 N/A 0 THE UJA- 2 FOUNDATION INC 50 EISENHOWER DRIVE PARAMUS NJ 07652 223484927 SUPPORTING ORG NJ TYPE I 501(C)3 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JEWISH COMMUNITY HOUSING CORP l 88554 CASH PAYMENT BETH AND MARK METZGER FOUNDATION c 5000 CASH PAYMENT BETH AND MARK METZGER FOUNDATION l 1111 CASH PAYMENT ROSNER FAMILY FOUNDATION l 488 CASH PAYMENT THE HELEN AND JACK LUBLINER FAMILY FOUNDATION l 8370 CASH PAYMENT THE PERLMAN FAMILY FOUNDATION c 5000 CASH PAYMENT THE PERLMAN FAMILY FOUNDATION l 7779 CASH PAYMENT