2016-05-12T10:05:33-05:00 2015-06-30 223604710 JAMES M WOOD CPA 603B OMNI DRIVE HILLSBOROUGH NJ 08844 990 2014-07-01 232215070 UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC UNIT 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 MARK MERKOVITZ PRESIDENT 6092190555 2016-04-26 JAMES M WOOD P00310420 9084311700 2016-04-26 X 2014 2016-08-17 19:52:53Z MARK MERKOVITZ 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 959000 0 X WWW.UJFPMB.ORG X 1931 NJ PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES. 36 36 6 100 0 0 1956971 913983 0 11113 27652 30862 0 3042 1984623 959000 671684 592123 0 0 318530 265584 0 0 174292 268094 202473 1258308 1060180 726315 -101180 2578679 2426393 591084 552936 1987595 1873457 X THE 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. 0 0 697329 592123 11113 FEDERATION 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. 697329 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ PA X THE ORGANIZATION 6092190555 4 PRINCESS ROAD NO 211 LAWRENCEVILLE NJ 08648 X MARK MERKOVITZ PRESIDENT 1.00 X X 0 0 0 ROBERT DAVIDSON VP/ADMIN & PERSONNEL 1.00 X X 0 0 0 DONALD LEIBOWITZ VP COMMUNITY RELATIONS & A 1.00 X X 0 0 0 STUART AXELROD TREASURER 1.00 X X 0 0 0 DANIEL BRENT SECRETARY 1.00 X X 0 0 0 KAREN ANDERSON MEMBER AT LARGE 1.00 X X 0 0 0 SHARI BLECHER MEMBER AT LARGE 1.00 X X 0 0 0 HOWARD COHEN OFFICER 1.00 X X 0 0 0 ANDREA DEDRICK BOARD MEMBER 1.00 X 0 0 0 MICHAEL FELDSTEIN IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 MARSHA FREEMAN PAST PRESIDENT 1.00 X 0 0 0 ELIOT FREEMAN PAST PRESIDENT 1.00 X 0 0 0 MERRYE SHAVEL-HUDIS PAST PRESIDENT 1.00 X 0 0 0 EMILY JOSEPHSON PAST PRESIDENT 1.00 X 0 0 0 JOYCE KALSTEIN PAST PRESIDENT 1.00 X 0 0 0 LIONEL KAPLAN MEMBER AT LARGE 1.00 X 0 0 0 MICHAEL KATZ MEMBER AT LARGE 1.00 X 0 0 0 JEROME KURSHAN MEMBER AT LARGE 1.00 X 0 0 0 ROBERT LEVINE MEMBER AT LARGE 1.00 X 0 0 0 MICHAEL MANN MEMBER AT LARGE 1.00 X 0 0 0 KENNETH MACK MEMBER AT LARGE 1.00 X 0 0 0 JERRY NEUMAN MEMBER AT LARGE 1.00 X 0 0 0 JACKIE ORR MEMBER AT LARGE 1.00 X 0 0 0 CAROL POLLARD MEMBER AT LARGE 1.00 X 0 0 0 PAUL SCHINDEL BOARD MEMBER 1.00 X 0 0 0 ANDREA SILVERSTEIN BOARD MEMBER 1.00 X 0 0 0 NADINE SINGER BOARD MEMBER 1.00 X 0 0 0 LISA SMUKLER BOARD MEMBER 1.00 X 0 0 0 LISA TOBIAS BOARD MEMBER 1.00 X 0 0 0 MARISSA TREU BOARD MEMBER 1.00 X 0 0 0 AMY VOGEL BOARD MEMBER 1.00 X 0 0 0 ALAN WALLACK BOARD MEMBER 1.00 X 0 0 0 STEPHANIE WILL BOARD MEMBER 1.00 X 0 0 0 RABBI ERIC WISNIA BOARD MEMBER 1.00 X 0 0 0 0 0 0 1 0 0 0 0 913983 913983 PROGRAMS 900099 11113 11113 11113 30862 30862 OTHER INCOME 900099 3042 3042 3042 959000 14155 0 30862 592123 592123 121949 30487 36585 54877 110867 30208 46926 33733 11770 3068 4222 4480 20998 5474 7532 7992 12912 12912 825 825 2690 701 965 1024 23500 6126 8430 8944 6781 1172 1525 4084 4222 1170 1801 1251 1105 288 396 421 11277 2940 4045 4292 PROFESSIONAL FEES 53427 5280 48147 0 PROGRAMS 33140 0 0 33140 NJ JEWISH NEWS 14653 14653 0 0 PRINTING & PUBLICATIONS 8829 105 1560 7164 29112 3534 12688 12890 1060180 697329 188559 174292 94551 90653 458275 364291 507565 554818 8013 0 115000 115000 2223 2567 5527 2211 4422 3316 1377951 1283802 10679 11946 2578679 2426393 5761 13287 585323 539649 591084 552936 X 559644 587859 964913 822560 463038 463038 1987595 1873457 2578679 2426393 -101180 -12958 0 X X 0 1 X 1 0 X 3441242 1306876 1252422 1956971 913983 8871494 3441242 1306876 1252422 1956971 913983 8871494 8871494 82861 18690 22688 27652 30862 182753 178 3042 3220 9057467 86320 0.97950 0.96500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 470937 1267 472204 7229 463038 669 470937 6998 232 7330 6093 905 6998 4850 1243 6093 1 0 3459 1384 2075 2068 827 1241 3316 POOLED INVESTMENTS 1283802 F 1283802 ALLOCATIONS PAYABLE 539649 539649 933130 -12958 -12958 946088 12912 12912 959000 1047268 0 1047268 12912 12912 1060180 1 ABRAMS HEBREW ACADEMY 31 WEST COLLEGE AVE YARDLEY PA 19067 216001415 501(C)(3) 24515 CHARITABLE PURPOSE CENTER FOR JEWISH LIFE 70 WASHINGTON ROAD PRINCETON NJ 08540 216008282 501(C)(3) 1800 CHARITABLE PURPOSE JEWISH COMMUNITY CENTER 4 PRINCESS ROAD LAWRENCEVILLE NJ 08648 210637383 501(C)(3) 40858 CHARITABLE PURPOSE JEWISH FAMILY AND CHILDRENS SERVICES 707 ALEXANDER ROAD PRINCETON NJ 08540 210364563 501(C)(3) 136195 CHARITABLE PURPOSE GREENWOOD HOUSE 53 WALTERS ROAD TRENTON NJ 08691 210639867 501(C)(3) 70821 CHARITABLE PURPOSE JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY NEW YORK NY 10004 131624240 501(C)(3) 292934 CHARITABLE PURPOSE PART I, LINE 2: ALL 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. FORM 990, PART VI, SECTION A, LINE 2 CERTAIN BOARD MEMBERS ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUAL 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 7A A 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 11 THE 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 12C THE 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 15 THE 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 19 THE 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.