UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC (EIN 23-2215070)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-12
IRS object ID
201631339349301953
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T10:05:33-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223604710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES M WOOD CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1603B OMNI DRIVEAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08844ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232215070EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED JEWISH FEDERATION OF PRINCETONBusinessNameLine1Txt
Business Name Line2MERCER BUCKS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK MERKOVITZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6092190555PhoneNum
Signature2016-04-26SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M WOODPreparerPersonNm
PTINP00310420PTIN
Phone9084311700PhoneNum
Preparation2016-04-26PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK MERKOVITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$959,000GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UJFPMB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1931FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionPRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES.ActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,956,971PYContributionsGrantsAmt
CY Contributions Grants$913,983CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$11,113CYProgramServiceRevenueAmt
PY Investment Income$27,652PYInvestmentIncomeAmt
CY Investment Income$30,862CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$3,042CYOtherRevenueAmt
PY Total Revenue$1,984,623PYTotalRevenueAmt
CY Total Revenue$959,000CYTotalRevenueAmt
PY Grants And Similar Paid$671,684PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$592,123CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$318,530PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$265,584CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$174,292CYTotalFundraisingExpenseAmt
PY Other Expenses$268,094PYOtherExpensesAmt
CY Other Expenses$202,473CYOtherExpensesAmt
PY Total Expenses$1,258,308PYTotalExpensesAmt
CY Total Expenses$1,060,180CYTotalExpensesAmt
PY Revenues Less Expenses$726,315PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$101,180CYRevenuesLessExpensesAmt
Total Assets BOY$2,578,679TotalAssetsBOYAmt
Total Assets EOY$2,426,393TotalAssetsEOYAmt
Total Liabilities BOY$591,084TotalLiabilitiesBOYAmt
Total Liabilities EOY$552,936TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,987,595NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,873,457NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS TO PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES IN OUR COMMUNITY, THE STATE OF ISRAEL, AND THROUGHOUT THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$697,329ExpenseAmt
Grant$592,123GrantAmt
Revenue$11,113RevenueAmt
DescFEDERATION IS THE SINGLE LARGEST JEWISH FUNDRAISING ENTITY IN THE COMMUNITY. HUNDREDS OF VOLUNTEERS REACH OUT TO THOUSANDS OF RESIDENTS IN THE PRINCETON MERCER BUCKS AREA TO SECURE FUNDS THAT PROVIDE NECESSARY SUPPORT TO LOCAL, NATIONAL AND INTERNATIONAL AGENCIES. THESE AGENCIES IN TURN REACH OUT TO MILLIONS OF PEOPLE IN NEED. THE FUNDS WE PROVIDE, IN CONCERT WITH FEDERATIONS AND OUR COUNTERPARTS THROUGHOUT THE DIASPORA, ARE OF CRITICAL IMPORTANCE TO MEET THE EVER-INCREASING CHALLENGES THAT LIE BEFORE US. OUR ABILITY TO REACH OUT AND PROVIDE IMPORTANT FUNDING ENABLES US TO "BRING TO THE TABLE" INDIVDUAALS AND GROUPS TO DISCUSS IUSSES, SHARE EXPERTISE AND PLAN COURSES OF ACTION. THIS TYPE OF EXCHANGE IS AT THE CORE OF OUR SURVIVAL AS A PEOPLE. OUR NETWORK OF COOPERATION IS GLOBAL AND ALLOWS US NOT ONLY TO REACT TO FURTHER THE EVENTS BUT ALSO PLAN AND SHAPE OUR COLLECTIVE FUTURE.Desc
Total Program Service Expenses$697,329TotalProgramServiceExpensesAmt
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 EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
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
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK MERKOVITZ
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ROBERT DAVIDSON
VP/ADMIN & PERSONNEL1.00Yes (X)Yes (X)$0$0$0
DONALD LEIBOWITZ
VP COMMUNITY RELATIONS & A1.00Yes (X)Yes (X)$0$0$0
STUART AXELROD
TREASURER1.00Yes (X)Yes (X)$0$0$0
DANIEL BRENT
SECRETARY1.00Yes (X)Yes (X)$0$0$0
KAREN ANDERSON
MEMBER AT LARGE1.00Yes (X)Yes (X)$0$0$0
SHARI BLECHER
MEMBER AT LARGE1.00Yes (X)Yes (X)$0$0$0
HOWARD COHEN
OFFICER1.00Yes (X)Yes (X)$0$0$0
ANDREA DEDRICK
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL FELDSTEIN
IMMEDIATE PAST PRESIDENT1.00Yes (X)$0$0$0
MARSHA FREEMAN
PAST PRESIDENT1.00Yes (X)$0$0$0
ELIOT FREEMAN
PAST PRESIDENT1.00Yes (X)$0$0$0
MERRYE SHAVEL-HUDIS
PAST PRESIDENT1.00Yes (X)$0$0$0
EMILY JOSEPHSON
PAST PRESIDENT1.00Yes (X)$0$0$0
JOYCE KALSTEIN
PAST PRESIDENT1.00Yes (X)$0$0$0
LIONEL KAPLAN
MEMBER AT LARGE1.00Yes (X)$0$0$0
MICHAEL KATZ
MEMBER AT LARGE1.00Yes (X)$0$0$0
JEROME KURSHAN
MEMBER AT LARGE1.00Yes (X)$0$0$0
ROBERT LEVINE
MEMBER AT LARGE1.00Yes (X)$0$0$0
MICHAEL MANN
MEMBER AT LARGE1.00Yes (X)$0$0$0
KENNETH MACK
MEMBER AT LARGE1.00Yes (X)$0$0$0
JERRY NEUMAN
MEMBER AT LARGE1.00Yes (X)$0$0$0
JACKIE ORR
MEMBER AT LARGE1.00Yes (X)$0$0$0
CAROL POLLARD
MEMBER AT LARGE1.00Yes (X)$0$0$0
PAUL SCHINDEL
BOARD MEMBER1.00Yes (X)$0$0$0
ANDREA SILVERSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
NADINE SINGER
BOARD MEMBER1.00Yes (X)$0$0$0
LISA SMUKLER
BOARD MEMBER1.00Yes (X)$0$0$0
LISA TOBIAS
BOARD MEMBER1.00Yes (X)$0$0$0
MARISSA TREU
BOARD MEMBER1.00Yes (X)$0$0$0
AMY VOGEL
BOARD MEMBER1.00Yes (X)$0$0$0
ALAN WALLACK
BOARD MEMBER1.00Yes (X)$0$0$0
STEPHANIE WILL
BOARD MEMBER1.00Yes (X)$0$0$0
RABBI ERIC WISNIA
BOARD MEMBER1.00Yes (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 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$913,983AllOtherContributionsAmt
Total Contributions$913,983TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAMSDesc
Business900099BusinessCd
Total Revenue Column$11,113TotalRevenueColumnAmt
Related Or Exempt Func Income$11,113RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$11,113TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,862TotalRevenueColumnAmt
Exclusion$30,862ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$3,042TotalRevenueColumnAmt
Related Or Exempt Func Income$3,042RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,042OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$959,000TotalRevenueColumnAmt
Related Or Exempt Func Income$14,155RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$30,862ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$592,123TotalAmt
Program Services$592,123ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$121,949TotalAmt
Program Services$30,487ProgramServicesAmt
Management And General$36,585ManagementAndGeneralAmt
Fundraising$54,877FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$110,867TotalAmt
Program Services$30,208ProgramServicesAmt
Management And General$46,926ManagementAndGeneralAmt
Fundraising$33,733FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,770TotalAmt
Program Services$3,068ProgramServicesAmt
Management And General$4,222ManagementAndGeneralAmt
Fundraising$4,480FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,998TotalAmt
Program Services$5,474ProgramServicesAmt
Management And General$7,532ManagementAndGeneralAmt
Fundraising$7,992FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,912TotalAmt
Management And General$12,912ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$825TotalAmt
Management And General$825ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,690TotalAmt
Program Services$701ProgramServicesAmt
Management And General$965ManagementAndGeneralAmt
Fundraising$1,024FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,500TotalAmt
Program Services$6,126ProgramServicesAmt
Management And General$8,430ManagementAndGeneralAmt
Fundraising$8,944FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,781TotalAmt
Program Services$1,172ProgramServicesAmt
Management And General$1,525ManagementAndGeneralAmt
Fundraising$4,084FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,222TotalAmt
Program Services$1,170ProgramServicesAmt
Management And General$1,801ManagementAndGeneralAmt
Fundraising$1,251FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,105TotalAmt
Program Services$288ProgramServicesAmt
Management And General$396ManagementAndGeneralAmt
Fundraising$421FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,277TotalAmt
Program Services$2,940ProgramServicesAmt
Management And General$4,045ManagementAndGeneralAmt
Fundraising$4,292FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROFESSIONAL FEES$53,427$5,280$48,147$0
PROGRAMS$33,140$0$0$33,140
NJ JEWISH NEWS$14,653$14,653$0$0
PRINTING & PUBLICATIONS$8,829$105$1,560$7,164

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,112TotalAmt
Program Services$3,534ProgramServicesAmt
Management And General$12,688ManagementAndGeneralAmt
Fundraising$12,890FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,060,180TotalAmt
Program Services$697,329ProgramServicesAmt
Management And General$188,559ManagementAndGeneralAmt
Fundraising$174,292FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$94,551BOYAmt
EOY$90,653EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$458,275BOYAmt
EOY$364,291EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$507,565BOYAmt
EOY$554,818EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,013BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$115,000BOYAmt
EOY$115,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,223BOYAmt
EOY$2,567EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,527LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,211LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,422BOYAmt
EOY$3,316EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,377,951BOYAmt
EOY$1,283,802EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,679BOYAmt
EOY$11,946EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,578,679BOYAmt
EOY$2,426,393EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,761BOYAmt
EOY$13,287EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$585,323BOYAmt
EOY$539,649EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$591,084BOYAmt
EOY$552,936EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$559,644BOYAmt
EOY$587,859EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$964,913BOYAmt
EOY$822,560EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$463,038BOYAmt
EOY$463,038EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,987,595BOYAmt
EOY$1,873,457EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,578,679BOYAmt
EOY$2,426,393EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$101,180ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$12,958NetUnrlzdGainsLossesInvstAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$3,441,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,306,876CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,252,422CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,956,971CurrentTaxYearMinus1YearAmt
Current Tax Year$913,983CurrentTaxYearAmt
Total$8,871,494TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,441,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,306,876CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,252,422CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,956,971CurrentTaxYearMinus1YearAmt
Current Tax Year$913,983CurrentTaxYearAmt
Total$8,871,494TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$8,871,494PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,690CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,652CurrentTaxYearMinus1YearAmt
Current Tax Year$30,862CurrentTaxYearAmt
Total$182,753TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$178CurrentTaxYearMinus2YearsAmt
Current Tax Year$3,042CurrentTaxYearAmt
Total$3,220TotalAmt
FieldValueIRS element (for citing)
Total Support$9,057,467TotalSupportAmt
Gross Receipts Rltd Activities$86,320GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97950PublicSupportCY170Pct
Public Support PY1700.96500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$470,937BeginningYearBalanceAmt
Investment Earnings Or Losses$1,267InvestmentEarningsOrLossesAmt
End Year Balance$472,204EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,229BeginningYearBalanceAmt
Contributions$463,038ContributionsAmt
Investment Earnings Or Losses$669InvestmentEarningsOrLossesAmt
End Year Balance$470,937EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,998BeginningYearBalanceAmt
Investment Earnings Or Losses$232InvestmentEarningsOrLossesAmt
End Year Balance$7,330EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,093BeginningYearBalanceAmt
Investment Earnings Or Losses$905InvestmentEarningsOrLossesAmt
End Year Balance$6,998EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,850BeginningYearBalanceAmt
Investment Earnings Or Losses$1,243InvestmentEarningsOrLossesAmt
End Year Balance$6,093EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,459OtherCostOrOtherBasisAmt
Depreciation$1,384DepreciationAmt
Book Value$2,075BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,068OtherCostOrOtherBasisAmt
Depreciation$827DepreciationAmt
Book Value$1,241BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,316TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED INVESTMENTSDesc
Book Value$1,283,802BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,283,802TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescALLOCATIONS PAYABLEDesc
Amt$539,649Amt
FieldValueIRS element (for citing)
Total Liability$539,649TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$933,130TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$12,958NetUnrealizedGainsInvstAmt
Revenue Not Reported-$12,958RevenueNotReportedAmt
Revenue Subtotal$946,088RevenueSubtotalAmt
Investment Expenses Not Incld$12,912InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$12,912RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$959,000TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,047,268TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,047,268ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,912InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$12,912ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,060,180TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVEYARDLEYPA19067216001415501(C)(3)$24,515CHARITABLE PURPOSE
CENTER FOR JEWISH LIFE
70 WASHINGTON ROADPRINCETONNJ08540216008282501(C)(3)$1,800CHARITABLE PURPOSE
JEWISH COMMUNITY CENTER
4 PRINCESS ROADLAWRENCEVILLENJ08648210637383501(C)(3)$40,858CHARITABLE PURPOSE
JEWISH FAMILY AND CHILDRENS SERVICES
707 ALEXANDER ROADPRINCETONNJ08540210364563501(C)(3)$136,195CHARITABLE PURPOSE
GREENWOOD HOUSE
53 WALTERS ROADTRENTONNJ08691210639867501(C)(3)$70,821CHARITABLE PURPOSE
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAYNEW YORKNY10004131624240501(C)(3)$292,934CHARITABLE PURPOSE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR EXEMPT STATUS TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2CERTAIN BOARD MEMBERS ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 6INDIVIDUAL MEMBERS - ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS - ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTIING RIGHTS OR POWERS.
FORM 990, PART VI, SECTION A, LINE 7AA NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNATED BY THE BOARD, ARE ELECTED AT THE ANNUAL MEETING BY THE GENERAL MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11THE EXECUTIVE COMMITTEE REVIEWS FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS AVILABLE FOR REVIEW UPON REQUEST PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE FEDERATION HAS A CONFLICT OF INTEREST POLICY THAT WAS APPROVED BY THE GOVERNING BOARD. AS A NOMINATING COMMITTEE PREPARES CANDIDATES FOR SELECTION, WE REVIEW THEIR KNOWN AFFILIATIONS PRIOR TO OPENING POSITIONS TO THEM. THE POLICY IS PERIODICALLY DISCUSSED AT BOARD MEETINGS AND SHARED WITH BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15THE FEDERATION HAS AN ADMINISTRATION AND PERSONNEL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATION TO THE BOARD FOR APPROVAL IF NECESSARY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE FEDERATION HAS NOT CHANGED ITS OVERSIGHT PROCESS FROM THE PRIOR YEAR.

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