JEWISH FEDERATION OF OCEAN COUNTY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF OCEAN COUNTY (EIN 22-2140175)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-14
IRS object ID
201602889349300510
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-14T07:58:19-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222066886PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOHEL ELLIOTT BAUER & GASS CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11339 RIVER AVENUEAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222140175EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF OCEAN COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone7323630530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLYN LYONSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7323630530PhoneNum
Signature2016-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERWIN K BAUERPreparerPersonNm
PTINP00064608PTIN
Phone7323636500PhoneNum
Preparation2016-09-20PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELLYN LYONSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$829,220GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHOCEANCOUNTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionPROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY WITHIN OCEAN COUNTY AND THROUGHOUT THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$421,798PYContributionsGrantsAmt
CY Contributions Grants$808,688CYContributionsGrantsAmt
PY Program Service Revenue$1,623PYProgramServiceRevenueAmt
CY Program Service Revenue$1,242CYProgramServiceRevenueAmt
PY Investment Income$4,985PYInvestmentIncomeAmt
CY Investment Income$5,082CYInvestmentIncomeAmt
PY Other Revenue$82,677PYOtherRevenueAmt
CY Other Revenue$14,208CYOtherRevenueAmt
PY Total Revenue$511,083PYTotalRevenueAmt
CY Total Revenue$829,220CYTotalRevenueAmt
PY Grants And Similar Paid$32,210PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,361CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$234,799PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$186,820CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$50,678CYTotalFundraisingExpenseAmt
PY Other Expenses$307,453PYOtherExpensesAmt
CY Other Expenses$729,819CYOtherExpensesAmt
PY Total Expenses$574,462PYTotalExpensesAmt
CY Total Expenses$926,000CYTotalExpensesAmt
PY Revenues Less Expenses-$63,379PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$96,780CYRevenuesLessExpensesAmt
Total Assets BOY$737,383TotalAssetsBOYAmt
Total Assets EOY$796,404TotalAssetsEOYAmt
Total Liabilities BOY$101,754TotalLiabilitiesBOYAmt
Total Liabilities EOY$257,555TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$635,629NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$538,849NetAssetsOrFundBalancesEOYAmt
MissionTO FURTHER THE WELFARE OF THE JEWISH COMMUNITY; TO PLAN FOR THE PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT OF THE OCEAN COUNTY JEWISH COMMUNITY AND TO FOSTER COOPERATION AMONGST OCEAN COUNTY JEWISH ORGANIZATIONS, COMMITTEES AND INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$9,361ExpenseAmt
Grant$9,361GrantAmt
DescALLOCATING FINANCIAL ASSISTANCE TO VARIOUS INSTITUTIONS UNDER JEWISH FEDERATIONS OF NORTH AMERICA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$613,742ExpenseAmt
Revenue$1,242RevenueAmt
DescPROVIDING FOR UNMET HOME CARE NEEDS FOR JEWISH NAZI VICTIMS, COUNSELING AND CULTURAL SERVICES THROUGH JEWISH FAMILY AND CHILDRENS SERVICES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$209,835ExpenseAmt
Revenue$29,373RevenueAmt
DescAIDING IN VARIOUS ACTIVITIES, BOTH DIRECTLY AND INDIRECTLY THROUGH OTHER INSTITUTIONS TOWARDS THE BENEFIT OF THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$832,938TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7323630530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11235A ROUTE 70AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ELLYN LYONS
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
LAWRENCE MANDEL
VICE PRESIDENT JCRC2.00Yes (X)Yes (X)$0$0$0
SHELLY NEWMAN
VICE PRESIDENT JFCS2.00Yes (X)Yes (X)$0$0$0
DAVID ROSEN
VICE PRESIDENT DEVELOPMENT2.00Yes (X)Yes (X)$0$0$0
ROSS GERTNER
TREASURER3.00Yes (X)Yes (X)$0$0$0
ALAN KRUPNICK
SECRETARY3.00Yes (X)Yes (X)$0$0$0
LYNN BERKOWITZ
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL BERMAN
TRUSTEE1.00Yes (X)$0$0$0
HERB BIRMAN
TRUSTEE1.00Yes (X)$0$0$0
DOUGLAS COLLIER
TRUSTEE1.00Yes (X)$0$0$0
JONATHAN FIELDS
TRUSTEE1.00Yes (X)$0$0$0
CYNDY FRIEDLAND
TRUSTEE1.00Yes (X)$0$0$0
CARLA FRIEDMAN
TRUSTEE1.00Yes (X)$0$0$0
FRANCINE GIMPEL
TRUSTEE1.00Yes (X)$0$0$0
IRENE GOLDSTEIN
TRUSTEE1.00Yes (X)$0$0$0
RACHAEL KAUFMAN
TRUSTEE1.00Yes (X)$0$0$0
RUTH KERR
TRUSTEE1.00Yes (X)$0$0$0
PETER KITAY
TRUSTEE1.00Yes (X)$0$0$0
PAM LIGORSKI
TRUSTEE1.00Yes (X)$0$0$0
ANNABEL LINDENBAUM
TRUSTEE1.00Yes (X)$0$0$0
RABBI DEBORAH MILLER
TRUSTEE1.00Yes (X)$0$0$0
LAUREN ROSEN
TRUSTEE1.00Yes (X)$0$0$0
FRED ROSENFELD
TRUSTEE1.00Yes (X)$0$0$0
RANDI ROZOVSKY
TRUSTEE1.00Yes (X)$0$0$0
RABBI ROBERT RUBIN
TRUSTEE1.00Yes (X)$0$0$0
ERIC SAMBOL
TRUSTEE1.00Yes (X)$0$0$0
MAXX SCHLOFF
TRUSTEE1.00Yes (X)$0$0$0
FRED SCHRAGGER
TRUSTEE1.00Yes (X)$0$0$0
BARBARA SCHULMAN
TRUSTEE1.00Yes (X)$0$0$0
HARRIET SELINGER
TRUSTEE1.00Yes (X)$0$0$0
ANISE SINGER
TRUSTEE1.00Yes (X)$0$0$0
MONA STERNBACH
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL YORK
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$581,931GovernmentGrantsAmt
All Other Contributions$226,757AllOtherContributionsAmt
Total Contributions$808,688TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFAMILY SERV COUNSELINGDesc
Business624100BusinessCd
Total Revenue Column$1,242TotalRevenueColumnAmt
Related Or Exempt Func Income$1,242RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,242TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,082TotalRevenueColumnAmt
Exclusion$5,082ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
OTHER624100$29,373$29,373
UNREALIZED LOSS FROM S624100-$15,165-$15,165
FieldValueIRS element (for citing)
Other Revenue Total$14,208OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$829,220TotalRevenueColumnAmt
Related Or Exempt Func Income$30,615RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$10,083ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$9,361TotalAmt
Program Services$9,361ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$167,292TotalAmt
Program Services$125,004ProgramServicesAmt
Management And General$15,858ManagementAndGeneralAmt
Fundraising$26,430FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,480TotalAmt
Program Services$1,266ProgramServicesAmt
Management And General$80ManagementAndGeneralAmt
Fundraising$134FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,048TotalAmt
Program Services$12,560ProgramServicesAmt
Management And General$2,058ManagementAndGeneralAmt
Fundraising$3,430FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,860TotalAmt
Management And General$8,860ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,430TotalAmt
Program Services$1,110ProgramServicesAmt
Management And General$4,320ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,746TotalAmt
Program Services$3,092ProgramServicesAmt
Management And General$620ManagementAndGeneralAmt
Fundraising$1,034FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,938TotalAmt
Program Services$5,795ProgramServicesAmt
Management And General$794ManagementAndGeneralAmt
Fundraising$1,349FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,103TotalAmt
Program Services$10,911ProgramServicesAmt
Management And General$72ManagementAndGeneralAmt
Fundraising$120FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,620TotalAmt
Program Services$1,193ProgramServicesAmt
Management And General$160ManagementAndGeneralAmt
Fundraising$267FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,514TotalAmt
Management And General$5,514ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
OTHER DIRECT COSTS$647,001$635,726$11,275
INSURANCE$11,126$8,122$1,891$1,113
REAL ESTATE TAXES$9,586$6,998$1,629$959
REPAIRS & MAINTENANCE$6,122$4,469$1,041$612

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,773TotalAmt
Program Services$7,331ProgramServicesAmt
Management And General$1,364ManagementAndGeneralAmt
Fundraising$2,078FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$926,000TotalAmt
Program Services$832,938ProgramServicesAmt
Management And General$42,384ManagementAndGeneralAmt
Fundraising$50,678FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$50,649BOYAmt
EOY$79,063EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$130,576BOYAmt
EOY$5,065EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,398BOYAmt
EOY$155,804EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,535BOYAmt
EOY$1,069EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$379,942LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$121,080LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$259,883BOYAmt
EOY$258,862EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$257,342BOYAmt
EOY$296,541EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$737,383BOYAmt
EOY$796,404EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$101,754BOYAmt
EOY$257,555EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$101,754BOYAmt
EOY$257,555EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$218,413BOYAmt
EOY$197,028EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$417,216BOYAmt
EOY$341,821EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$635,629BOYAmt
EOY$538,849EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$737,383BOYAmt
EOY$796,404EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$96,780ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$499,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$403,891CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$847,938CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$421,798CurrentTaxYearMinus1YearAmt
Current Tax Year$808,688CurrentTaxYearAmt
Total$2,981,850TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,536CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,360CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,623CurrentTaxYearMinus1YearAmt
Current Tax Year$1,242CurrentTaxYearAmt
Total$15,430TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$506,071CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$407,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$850,298CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$423,421CurrentTaxYearMinus1YearAmt
Current Tax Year$809,930CurrentTaxYearAmt
Total$2,997,280TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,997,280PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,387CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,983CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,985CurrentTaxYearMinus1YearAmt
Current Tax Year$5,082CurrentTaxYearAmt
Total$45,761TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,324CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,387CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,983CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,985CurrentTaxYearMinus1YearAmt
Current Tax Year$5,082CurrentTaxYearAmt
Total$45,761TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$24,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,677CurrentTaxYearMinus1YearAmt
Current Tax Year$14,208CurrentTaxYearAmt
Total$152,633TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$495,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$890,661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$511,083CurrentTaxYearMinus1YearAmt
Current Tax Year$829,220CurrentTaxYearAmt
Total$3,195,674TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93790PublicSupportCY509Pct
Public Support PY5090.90840PublicSupportPY509Pct
Investment Income CY0.01430InvestmentIncomeCYPct
Investment Income PY0.02360InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,000OtherCostOrOtherBasisAmt
Book Value$50,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$215,024OtherCostOrOtherBasisAmt
Depreciation$13,662DepreciationAmt
Book Value$201,362BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,891OtherCostOrOtherBasisAmt
Depreciation$96,891DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,027OtherCostOrOtherBasisAmt
Depreciation$10,527DepreciationAmt
Book Value$7,500BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$258,862TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (15 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
RUSSELL MUTUAL FUNDS$45,554F
MAINSTAY MUTUAL FUNDS$18,148F
HARBOR MUTUAL FUNDS$9,230F
PIMCO LOW DURATION CLASS A$20,761F
TEMPLETON GLOBAL FUND CLASS A$17,993F
VANGUARD MUTUAL FUNDS$47,020F
THE OAKMARK INTERNATIONAL FUND$12,812F
METROPOLITAN WEST TOTAL RETURN FUND$30,054F
ASTON FAIRPOINTE MID CAP FUND CLASS I$4,779F
EATON VANCE FLOATING RATE HIGH$6,131F
MFS MUTUAL FUNDS$12,164F
NEW WORLD FUND CLASS F-2$8,716F
T ROWE PRICE FUNDS$26,173F
GENERAL MONEY MARKET FUND CLASS B$7,514C
ISHARES FUNDS$29,492F
FieldValueIRS element (for citing)
Total Book Value Securities$296,541TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$829,220TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$829,220RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$829,220TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$926,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$926,000ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$926,000TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH FIN 48.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Cash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
JEWISH FEDERATION OF NORTH AMERICA
$8,911PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY THROUGHOUT THE WORLD.PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO
MISCELLANEOUS OTHER
$450OTHER
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ALAN KRUPNICK AND LAWRENCE MANDEL ARE RELATED, BROTHER-IN-LAWS. DAVID ROSEN AND LAUREN ROSEN ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 6THE BY-LAWS STATE THAT THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION AND ANY INDIVIDUAL 12 YEARS OR OLDER AND MAKES A MINIMUM PLEDGE IS A MEMBER AND CAN VOTE AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7AAT THE ANNUAL MEETING THE MEMBERSHIP VOTES FOR THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE AUDITED FINANCIAL STATEMENT AND DRAFT OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALL VENDORS ARE APPROVED BY THE DIRECTOR AND ALSO MONITORS THE BUSINESS RELATIONSHIPS TO ENSURE THAT NO CONFLICTS OF INTEREST EXIST.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:A DRAFT OF THE FINANCIAL STATEMENTS IS PROVIDED TO THE DIRECTORS FOR REVIEW. AFTER REVIEW BY THE PRESIDENT, TREASURER & EXECUTIVE DIRECTOR THE FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD FOR APPROVAL.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
EIN131624240EIN
Primary ActivitiesFUNDRAISING SUPPORTPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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