RALEIGH-CARY JEWISH FEDERATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RALEIGH-CARY JEWISH FEDERATION INC (EIN 56-1553301)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201603199349307570
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)
Return2016-11-14T13:44:24-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561627242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROMEO WIGGINS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR RD 202AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561553301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RALEIGH-CARY JEWISH FEDERATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRALEBusinessNameControlTxt
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD STE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WIENERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9196762200PhoneNum
Signature2016-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ KELLY LANIERPreparerPersonNm
PTINP01240701PTIN
Phone9198705151PhoneNum
Preparation2016-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF RALEIGH-CARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMARK WIENERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,777,130GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHALOMRALEIGH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee63TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$990,369PYContributionsGrantsAmt
CY Contributions Grants$1,464,784CYContributionsGrantsAmt
PY Program Service Revenue$329,096PYProgramServiceRevenueAmt
CY Program Service Revenue$288,141CYProgramServiceRevenueAmt
PY Investment Income$80,177PYInvestmentIncomeAmt
CY Investment Income$24,205CYInvestmentIncomeAmt
PY Other Revenue$52,492PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,452,134PYTotalRevenueAmt
CY Total Revenue$1,777,130CYTotalRevenueAmt
PY Grants And Similar Paid$35,406PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$37,810CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$471,763PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$477,827CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$251,641CYTotalFundraisingExpenseAmt
PY Other Expenses$575,607PYOtherExpensesAmt
CY Other Expenses$612,802CYOtherExpensesAmt
PY Total Expenses$1,082,776PYTotalExpensesAmt
CY Total Expenses$1,128,439CYTotalExpensesAmt
PY Revenues Less Expenses$369,358PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$648,691CYRevenuesLessExpensesAmt
Total Assets BOY$5,233,205TotalAssetsBOYAmt
Total Assets EOY$5,820,403TotalAssetsEOYAmt
Total Liabilities BOY$1,153,340TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,157,172TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,079,865NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,663,231NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$574,894ExpenseAmt
Revenue$285,091RevenueAmt
DescJEWISH COMMUNITY CENTER: THE SOCIAL, CULTURAL AND PHYSICAL MEETING PLACE SERVING ALL AGES OF JEWISH CITIZENS IN WAKE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$114,030ExpenseAmt
Revenue$3,050RevenueAmt
DescJEWISH FAMILY SERVICES: A COUNSELING AGENCY DESIGNED TO BE AVAILABLE FOR JEWISH INDIVIDUALS AND FAMILIES NEEDING SPECIAL ASSISTANCE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$46,319ExpenseAmt
DescCOMMUNICATIONS: ELECTRONIC AND PRINT COMMUNICATIONS AND MAINTENANCE OF THE RCJF WEBSITE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$68,014ExpenseAmt
Grant$37,810GrantAmt
DescNATIONAL/INTERNATIONAL ALLOCATIONS; JEWISH COMMUNITY RELATIONS COUNCIL AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$68,014TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$37,810TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$803,257TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee63EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK WIENERPersonNm
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27613ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
RABBI EARL COTLAR
TRUSTEE - NO2.00Yes (X)$1,300$0$0
RABBI ARIEL EDERY
TRUSTEE - NO2.00Yes (X)$500$0$0
RABBI LUCY DINNER
TRUSTEE - NO2.00Yes (X)$500$0$0
ADAM ORGAN
TRUSTEE2.00Yes (X)$0$0$0
ROBERT GOLDWASSER
VP JCRC2.00Yes (X)$0$0$0
KEITH SATISKY
TRUSTEE2.00Yes (X)$0$0$0
COREY SKOLNICK
VP FOUNDATIO2.00Yes (X)$0$0$0
RON BERGEN
TRUSTEE2.00Yes (X)$0$0$0
RANDY DRAWAS
TRUSTEE2.00Yes (X)$0$0$0
ROBERT HUBAL
PAST PRESIDE2.00Yes (X)$0$0$0
MARK WIENER
PRESIDENT4.00Yes (X)$0$0$0
EILEEN SCHWARTZ
TRUSTEE2.00Yes (X)$0$0$0
BRIAN OROL
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL BURGER
TRUSTEE2.00Yes (X)$0$0$0
NORMAN HERMAN
TRUSTEE2.00Yes (X)$0$0$0
STEVEN FEIERSTEIN
TRUSTEE2.00Yes (X)$0$0$0
JACOB SHUMAN
TRUSTEE2.00Yes (X)$0$0$0
JAMIE ELIAHU
TRUSTEE2.00Yes (X)$0$0$0
EVA HAMBURGER
TRUSTEE2.00Yes (X)$0$0$0
CAROLE GULD
TRUSTEE2.00Yes (X)$0$0$0
STEVEN ODREZIN
TREASURER4.00Yes (X)$0$0$0
BECKY LEVINE
TRUSTEE2.00Yes (X)$0$0$0
ERIC MILLER
TRUSTEE2.00Yes (X)$0$0$0
SETH EFFRON
TRUSTEE2.00Yes (X)$0$0$0
AARON GOLUB
TRUSTEE2.00Yes (X)$0$0$0
JASON SCHNEIDER
TRUSTEE2.00Yes (X)$0$0$0
RABBI ERIC SOLOMON
TRUSTEE - NO2.00Yes (X)$0$0$0
RABBI PINCHAS HERMAN
TRUSTEE - NO2.00Yes (X)$0$0$0
RABBI RAACHEL JUROVICS
TRUSTEE - NO2.00Yes (X)$0$0$0
WILLIAM TRAURIG
TRUSTEE2.00Yes (X)$0$0$0
SHARON CUTLER
VP - JCC2.00Yes (X)$0$0$0
BARNABY COURT
TRUSTEE2.00Yes (X)$0$0$0
BRITTANY FISHMAN PAIS
SECRETARY2.00Yes (X)$0$0$0
HARVEY SMALHEISER
1ST VP2.00Yes (X)$0$0$0
DAVID KOCHMAN
TRUSTEE2.00Yes (X)$0$0$0
BORIS TILLETT
TRUSTEE2.00Yes (X)$0$0$0
BARRY SCHWARTZ
EXEC DIR - J40.00$75,983$0$13,222Yes (X)
RACHEL WERNER
EXECUTIVE DI20.00$6,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$84,283TotalReportableCompFromOrgAmt
Total Other Compensation$13,222TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,464,784AllOtherContributionsAmt
Total Contributions$1,464,784TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
JEWISH COMMUNITY CENTER$227,731$227,731
MEMBERSHIP DUES$57,360$57,360
JEWISH FAMILY SERVICES$3,050$3,050
FieldValueIRS element (for citing)
Total Program Service Revenue$288,141TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,205TotalRevenueColumnAmt
Exclusion$24,205ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,777,130TotalRevenueColumnAmt
Related Or Exempt Func Income$288,141RelatedOrExemptFuncIncomeAmt
Exclusion$24,205ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$37,810TotalAmt
Program Services$37,810ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$81,983TotalAmt
Program Services$40,172ProgramServicesAmt
Management And General$16,397ManagementAndGeneralAmt
Fundraising$25,414FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$333,591TotalAmt
Program Services$224,472ProgramServicesAmt
Management And General$20,401ManagementAndGeneralAmt
Fundraising$88,718FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,227TotalAmt
Program Services$3,095ProgramServicesAmt
Management And General$1,420ManagementAndGeneralAmt
Fundraising$1,712FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,234TotalAmt
Program Services$12,044ProgramServicesAmt
Management And General$5,527ManagementAndGeneralAmt
Fundraising$6,663FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,792TotalAmt
Program Services$20,249ProgramServicesAmt
Management And General$2,817ManagementAndGeneralAmt
Fundraising$8,726FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,667TotalAmt
Program Services$7,800ProgramServicesAmt
Management And General$3,759ManagementAndGeneralAmt
Fundraising$4,108FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$157,491TotalAmt
Program Services$128,793ProgramServicesAmt
Management And General$2,067ManagementAndGeneralAmt
Fundraising$26,631FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$93,596TotalAmt
Program Services$68,548ProgramServicesAmt
Management And General$3,696ManagementAndGeneralAmt
Fundraising$21,352FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$74,674TotalAmt
Program Services$61,794ProgramServicesAmt
Management And General$6,091ManagementAndGeneralAmt
Fundraising$6,789FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$44,874TotalAmt
Program Services$37,782ProgramServicesAmt
Management And General$713ManagementAndGeneralAmt
Fundraising$6,379FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,968TotalAmt
Program Services$8,431ProgramServicesAmt
Management And General$727ManagementAndGeneralAmt
Fundraising$810FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$63,590TotalAmt
Program Services$60,106ProgramServicesAmt
Management And General$1,647ManagementAndGeneralAmt
Fundraising$1,837FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,753TotalAmt
Program Services$12,723ProgramServicesAmt
Management And General$5,689ManagementAndGeneralAmt
Fundraising$6,341FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$61,048$57,697$127$3,224
UNCOLLECTIBLE PLEDGES$33,965$33,965
MERCHANT FEES$15,731$6,761$1,749$7,221
FEES/ORGANIZATION DUES$12,427$11,816$86$525

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,018TotalAmt
Program Services$3,164ProgramServicesAmt
Management And General$628ManagementAndGeneralAmt
Fundraising$1,226FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,128,439TotalAmt
Program Services$803,257ProgramServicesAmt
Management And General$73,541ManagementAndGeneralAmt
Fundraising$251,641FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$524,884BOYAmt
EOY$768,108EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,194BOYAmt
EOY$2,174EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$825,780BOYAmt
EOY$1,320,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,224BOYAmt
EOY$23,453EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,719,279LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$836,011LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,861,838BOYAmt
EOY$1,883,268EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,898,562BOYAmt
EOY$1,748,112EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$83,723BOYAmt
EOY$74,788EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,233,205BOYAmt
EOY$5,820,403EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$40,201BOYAmt
EOY$43,347EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$119,557BOYAmt
EOY$112,654EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$772,621BOYAmt
EOY$741,766EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$207,068BOYAmt
EOY$249,264EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,893BOYAmt
EOY$10,141EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,153,340BOYAmt
EOY$1,157,172EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,093,373BOYAmt
EOY$2,009,157EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,512,465BOYAmt
EOY$2,175,111EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$474,027BOYAmt
EOY$478,963EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,079,865BOYAmt
EOY$4,663,231EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,233,205BOYAmt
EOY$5,820,403EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$648,691ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$65,325NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$547,794CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$766,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,622,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$990,369CurrentTaxYearMinus1YearAmt
Current Tax Year$1,464,784CurrentTaxYearAmt
Total$5,391,453TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$547,794CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$766,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,622,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$990,369CurrentTaxYearMinus1YearAmt
Current Tax Year$1,464,784CurrentTaxYearAmt
Total$5,391,453TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,301,764SubstantialContributorsTotAmt
Public Support Total170$4,089,689PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,177CurrentTaxYearMinus1YearAmt
Current Tax Year$24,205CurrentTaxYearAmt
Total$256,722TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,342CurrentTaxYearMinus2YearsAmt
Total$87,323TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,382CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,203CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,445CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,492CurrentTaxYearMinus1YearAmt
Total$69,522TotalAmt
FieldValueIRS element (for citing)
Total Support$5,805,020TotalSupportAmt
Gross Receipts Rltd Activities$1,624,595GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70450PublicSupportCY170Pct
Public Support PY1700.74080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING EVENTS 69,522ExplanationTxt

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

FieldValueIRS element (for citing)
Donor Advised Funds Held13DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held4FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$3,000FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,360DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$22,045FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$345,515DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$133,103FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$510,766BeginningYearBalanceAmt
Investment Earnings Or Losses-$17,326InvestmentEarningsOrLossesAmt
Other Expenditures$22,000OtherExpendituresAmt
End Year Balance$471,440EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$505,725BeginningYearBalanceAmt
Contributions$560ContributionsAmt
Investment Earnings Or Losses$26,356InvestmentEarningsOrLossesAmt
Other Expenditures$21,875OtherExpendituresAmt
End Year Balance$510,766EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$358,796BeginningYearBalanceAmt
Contributions$107,765ContributionsAmt
Investment Earnings Or Losses$62,164InvestmentEarningsOrLossesAmt
Other Expenditures$23,000OtherExpendituresAmt
End Year Balance$505,725EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$138,380BeginningYearBalanceAmt
Contributions$200,610ContributionsAmt
Investment Earnings Or Losses$19,806InvestmentEarningsOrLossesAmt
End Year Balance$358,796EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,763BeginningYearBalanceAmt
Contributions$910ContributionsAmt
Investment Earnings Or Losses-$4,293InvestmentEarningsOrLossesAmt
End Year Balance$138,380EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.90000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,019,824OtherCostOrOtherBasisAmt
Book Value$1,019,824BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,161,273OtherCostOrOtherBasisAmt
Depreciation$592,209DepreciationAmt
Book Value$569,064BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$339,636OtherCostOrOtherBasisAmt
Depreciation$145,833DepreciationAmt
Book Value$193,803BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$119,208OtherCostOrOtherBasisAmt
Depreciation$64,864DepreciationAmt
Book Value$54,344BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$79,338OtherCostOrOtherBasisAmt
Depreciation$33,105DepreciationAmt
Book Value$46,233BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,883,268TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$1,748,112BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,748,112TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASE PAYABLEDesc
Amt$10,141Amt
FieldValueIRS element (for citing)
Total Liability$10,141TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,711,805TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$65,325NetUnrealizedGainsInvstAmt
Revenue Not Reported-$65,325RevenueNotReportedAmt
Revenue Subtotal$1,777,130RevenueSubtotalAmt
Total Revenue Per Form990$1,777,130TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,128,439TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,128,439ExpensesSubtotalAmt
Total Expenses Per Form990$1,128,439TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART IV, LINE 2BFormAndLineReferenceDesc
ExplanationFUNDS ARE INVESTED IN AGENCY ON BEHALF OF BETH MEYER SYNAGOGUE.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100041010ZIPCd
FieldValueIRS element (for citing)
Recipient EIN131624240RecipientEIN
IRC Section501(C)IRCSectionDesc
Cash Grant$37,184CashGrantAmt
Purpose Of GrantNATIONAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPRIOR TO ISSUING GRANT FUNDS, WE REVIEW THE PROPOSED BUDGET AS TO WHERE THE FUNDS WILL BE ALLOCATED. FOR THE JFNA GRANT, AFTER THE FUNDS HAVE BEEN RELEASED, AN ANNUAL REPORT IS THEN ISSUED AND A SUBSEQUENT REVIEW TO CONFIRM PROPER ALLOCATION IS THEN COMPLETED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.
FORM 990, PAGE 2, PART III, LINE 4DNATIONAL/INTERNATIONAL ALLOCATIONS; JEWISH COMMUNITY RELATIONS COUNCIL AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.
FORM 990, PAGE 6, PART VI, LINE 11BTHE TREASURER AND DIRECTOR OF FINANCE REVIEW TAX RETURNS PRIOR TO SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 12CANNUAL REVIEW IS COMPLETED BY DEDICATED INDIVIDUAL TO MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE GOALS, ACHIEVEMENTS, AND COMPENSATION OF THE EXECUTIVE DIRECTOR ALONG WITH THE BUDGET/FINANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 15BTHE EXECUTIVE DIRECTOR/CEO AND BUDGET COMMITTEE REVIEW ALL SALARIES PRIOR TO THE APPROVAL BY THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 19ANNUAL REPORT IS AVAILABLE ONLINE AND 990 FORM IS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GSUBCONTRACTORS 127,091 1,573 25,304 CONSULTANTS 1,702 494 1,327

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