JEWISH FEDERATION OF GREATER TOLEDO: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER TOLEDO (EIN 34-4428259)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-12
IRS object ID
201501329349301405
Schema version
2013v4.0
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)
Return2015-05-12T09:12:21-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15555 AIRPORT HWY STE 200AddressLine1
CityTOLEDOCity
StateOHState
ZIP Code43615ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN344428259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER TOLEDOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone4198854485PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16465 SYLVANIA AVEAddressLine1
CitySYLVANIACity
StateOHState
ZIP Code43560ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY DELMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4198854485PhoneNum
Signature2015-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00446965PTIN
Phone4198658118PhoneNum
Preparation2015-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGARY DELMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16465 SYLVANIA AVEAddressLine1
CitySYLVANIACity
StateOHState
ZIP Code43560ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$5,915,858GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHTOLEDO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO SUPPORT AND ENHANCE THE HEALTH, WELFARE, EDUCATION, SPIRITUAL LIFE, UNITY AND CONTINUITY IN THE JEWISH COMMUNITY OF TOLEDO AND SURROUNDING AREAS THROUGH SERVICES AND PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$22,415TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,647,675PYContributionsGrantsAmt
CY Contributions Grants$3,958,957CYContributionsGrantsAmt
PY Program Service Revenue$155,887PYProgramServiceRevenueAmt
CY Program Service Revenue$138,768CYProgramServiceRevenueAmt
PY Investment Income$536,992PYInvestmentIncomeAmt
CY Investment Income$646,569CYInvestmentIncomeAmt
PY Other Revenue$5,579PYOtherRevenueAmt
CY Other Revenue$5,888CYOtherRevenueAmt
PY Total Revenue$3,346,133PYTotalRevenueAmt
CY Total Revenue$4,750,182CYTotalRevenueAmt
PY Grants And Similar Paid$1,440,768PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,479,637CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$888,107PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$908,660CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$449,528CYTotalFundraisingExpenseAmt
PY Other Expenses$579,110PYOtherExpensesAmt
CY Other Expenses$570,249CYOtherExpensesAmt
PY Total Expenses$2,907,985PYTotalExpensesAmt
CY Total Expenses$2,958,546CYTotalExpensesAmt
PY Revenues Less Expenses$438,148PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,791,636CYRevenuesLessExpensesAmt
Total Assets BOY$19,888,084TotalAssetsBOYAmt
Total Assets EOY$24,445,765TotalAssetsEOYAmt
Total Liabilities BOY$462,324TotalLiabilitiesBOYAmt
Total Liabilities EOY$655,789TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,425,760NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,789,976NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT AND ENHANCE THE HEALTH, WELFARE, EDUCATION, SPIRITUAL LIFE, UNITY AND CONTINUITY IN THE JEWISH COMMUNITY OF TOLEDO AND SURROUNDING AREAS THROUGH SERVICES AND PROGRAMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$377,707ExpenseAmt
Revenue$61,218RevenueAmt
DescDEPARTMENT OF JEWISH PROGRAMS - PROVIDES JEWISH PROGRAMS, EVENTS AND OPPORTUNITIES FOR JEWISH YOUTH AND TEENS, ADULTS, SENIORS, AND FAMILIES. FROM THE PJ LIBRARY TO KIDS CLUB FOR 4TH AND 5TH GRADERS TO SENIOR ADULTS, THE DEPARTMENT OF JEWISH PROGRAMS SEEKS TO ENGAGE JEWISH FAMILIES TO ENHANCE THEIR JEWISH LIFE AND VALUES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$118,689ExpenseAmt
Revenue$22,415RevenueAmt
DescTOLEDO JEWISH NEWS - THE JFGT PROVIDES A MONTHLY LOCAL NEWSPAPER TO ITS CONSTITUENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$156,789ExpenseAmt
Revenue$50,135RevenueAmt
DescTOLEDO HILLEL - SUPPORTS JEWISH STUDENTS WHO ATTEND UNIVERSITY OF TOLEDO AND BOWLING GREEN STATE UNIVERSITY TO ENRICH THE LIVES OF JEWISH STUDENTS SO THAT THEY MAY ENRICH THE JEWISH PEOPLE AND THE WORLD. PROVIDES VARIOUS PROGRAMS AND ACTIVITIES FOR STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDescGrantGrantAmt
$81,948$5,000JEWISH COMMUNITY RELATIONS COMMITTEE: SUPPORTS THE STATE OF ISRAEL, TO PROMOTE AN UNDERSTANDING OF JUDAISM, TO MONITOR LEGISLATIVE ISSUES, TO BUILD RELATIONSHIPS WITH ELECTED AND/OR OTHER GOVERNMENTAL OFFICIALS, AND TO PROMOTE POSITIVE RELATIONS WITH OTHER FAITH BASED AND/OR ETHNIC COMMUNITIES IN NORTHWEST OHIO.
$1,479,637ALLOCATIONS$1,479,637
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,561,585TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,479,637TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$5,000TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,214,770TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee32EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
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 FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TINA M STIEBENBusinessNameLine1
FieldValueIRS element (for citing)
Phone4197240372PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16465 SYLVANIA AVEAddressLine1
CitySYLVANIACity
StateOHState
ZIP Code43560ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TOM JAFFEE
TRUSTEE5.00Yes (X)$0$0$0
STEPHEN SHALL
TRUSTEE5.00Yes (X)$0$0$0
RICHARD RUSGO
TRUSTEE5.00Yes (X)$0$0$0
CHARLES WITTENBERG
TRUSTEE5.00Yes (X)$0$0$0
FRANK JACOBS
SYNAGOGUE REPRESENTATIVE5.00Yes (X)$0$0$0
STEVE MARCUS
SYNAGOGUE REPRESENTATIVE5.00Yes (X)$0$0$0
ANDY GOLDING
PRESIDENT5.00$0$0$0Yes (X)
ERIC DUBOW
VICE PRESIDENT5.00$0$0$0Yes (X)
GARY DELMAN
TREASURER5.00$0$0$0Yes (X)
RICHARD GREENBLATT
SECRETARY5.00$0$0$0Yes (X)
DAN STEINBERG
TJCF CHAIRMAN5.00$0$0$0Yes (X)
ELLIOT FEIT
IMMEDIATE PAST PRESIDENT5.00$0$0$0Yes (X)
JOANNE RUBIN
TBJE PRESIDENT5.00$0$0$0Yes (X)
STEVEN NATHANSON
JEWISH SENIOR SERVICE PRES5.00$0$0$0Yes (X)
DONNA PESIN
JFS PRESIDENT5.00$0$0$0Yes (X)
LAUREN SACHS
DJP PRESIDENT5.00$0$0$0Yes (X)
SCOTT ROTHSTEIN
JCRC CHAIR5.00$0$0$0Yes (X)
ARLEEN LEVINE
DIRECTOR TJCF40.00$120,446$0$12,045Yes (X)
TINA STIEBEN
CFO40.00$74,115$0$14,823Yes (X)
JOEL MARCOVITCH
CEO40.00$87,817$0$17,563Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$282,378TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$44,431TotalOtherCompensationAmt
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$3,958,957AllOtherContributionsAmt
Total Contributions$3,958,957TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MANAGEMENT FEES541610$61,954$61,954
MANAGEMENT FEES541610$33,420$33,420
ADVERTISING541800$22,415$22,415
PROGRAM REVENUE541610$20,979$20,979
FieldValueIRS element (for citing)
Total Program Service Revenue$138,768TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$605,702TotalRevenueColumnAmt
Exclusion$605,702ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$600RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$600RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$600TotalRevenueColumnAmt
Exclusion$600ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,206,543SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,165,676SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$40,867SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,867TotalRevenueColumnAmt
Exclusion$40,867ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$5,288TotalRevenueColumnAmt
Exclusion$5,288ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,288OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,750,182TotalRevenueColumnAmt
Related Or Exempt Func Income$116,353RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$22,415UnrelatedBusinessRevenueAmt
Exclusion$652,457ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,479,637TotalAmt
Program Services$1,479,637ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$378,818TotalAmt
Program Services$64,722ProgramServicesAmt
Management And General$88,137ManagementAndGeneralAmt
Fundraising$225,959FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$407,446TotalAmt
Program Services$318,557ProgramServicesAmt
Management And General$75,131ManagementAndGeneralAmt
Fundraising$13,758FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$61,217TotalAmt
Program Services$49,627ProgramServicesAmt
Management And General$6,325ManagementAndGeneralAmt
Fundraising$5,265FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,179TotalAmt
Program Services$26,845ProgramServicesAmt
Management And General$18,618ManagementAndGeneralAmt
Fundraising$15,716FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$137,623TotalAmt
Program Services$29,112ProgramServicesAmt
Management And General$30,139ManagementAndGeneralAmt
Fundraising$78,372FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$37,133TotalAmt
Program Services$28,666ProgramServicesAmt
Management And General$845ManagementAndGeneralAmt
Fundraising$7,622FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,726TotalAmt
Program Services$6,907ProgramServicesAmt
Management And General$10,380ManagementAndGeneralAmt
Fundraising$3,439FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,677TotalAmt
Program Services$2,309ProgramServicesAmt
Management And General$3,825ManagementAndGeneralAmt
Fundraising$3,543FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,262TotalAmt
Management And General$4,262ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$31,396TotalAmt
Program Services$18,837ProgramServicesAmt
Management And General$9,419ManagementAndGeneralAmt
Fundraising$3,140FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,838TotalAmt
Program Services$807ProgramServicesAmt
Management And General$2,785ManagementAndGeneralAmt
Fundraising$35,246FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SENIOR ADULT CENTER AND$163,019$127,520$35,499
STAFF DEVELOPMENT$36,530$17,918$7,167$11,445
RENT AND MAINTENANCE OF$27,918$8,951$4,475$14,492
CARE OF BUILDING AND GR$17,665$8,372$1,353$7,940

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$45,462TotalAmt
Program Services$25,983ProgramServicesAmt
Management And General$10,505ManagementAndGeneralAmt
Fundraising$8,974FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,958,546TotalAmt
Program Services$2,214,770ProgramServicesAmt
Management And General$294,248ManagementAndGeneralAmt
Fundraising$449,528FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$241,710BOYAmt
EOY$444,824EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$382,061BOYAmt
EOY$261,034EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$76,666BOYAmt
EOY$92,055EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$46,084BOYAmt
EOY$65,111EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$491,063LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$403,472LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$107,251BOYAmt
EOY$87,591EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,165,727BOYAmt
EOY$20,480,501EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,868,585BOYAmt
EOY$3,014,649EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,888,084BOYAmt
EOY$24,445,765EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$198,180BOYAmt
EOY$175,114EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$526BOYAmt
EOY$18,302EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$263,618BOYAmt
EOY$462,373EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$462,324BOYAmt
EOY$655,789EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,651,455BOYAmt
EOY$14,192,667EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,147,164BOYAmt
EOY$7,806,340EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,627,141BOYAmt
EOY$1,790,969EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,425,760BOYAmt
EOY$23,789,976EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,888,084BOYAmt
EOY$24,445,765EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,791,636ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,572,581NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,424,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,859,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,529,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,647,675CurrentTaxYearMinus1YearAmt
Current Tax Year$2,898,333CurrentTaxYearAmt
Total$12,359,082TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,424,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,859,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,529,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,647,675CurrentTaxYearMinus1YearAmt
Current Tax Year$2,898,333CurrentTaxYearAmt
Total$12,359,082TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$720,076SubstantialContributorsTotAmt
Public Support Total170$11,639,006PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312,309CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$358,117CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$483,606CurrentTaxYearMinus1YearAmt
Current Tax Year$605,702CurrentTaxYearAmt
Total$2,130,105TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,393CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,487CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$379CurrentTaxYearMinus1YearAmt
Current Tax Year$5,288CurrentTaxYearAmt
Total$18,547TotalAmt
FieldValueIRS element (for citing)
Total Support$14,507,734TotalSupportAmt
Gross Receipts Rltd Activities$664,230GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80230PublicSupportCY170Pct
Public Support PY1700.69700PublicSupportPY170Pct
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

FieldValueIRS element (for citing)
Donor Advised Funds Held61DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$658,052DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$442,552DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,385,976DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,444,277BeginningYearBalanceAmt
Contributions$2,159ContributionsAmt
Investment Earnings Or Losses$253,561InvestmentEarningsOrLossesAmt
Grants Or Scholarships$112,516GrantsOrScholarshipsAmt
End Year Balance$2,587,481EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,651,909BeginningYearBalanceAmt
Contributions$7,707ContributionsAmt
Investment Earnings Or Losses$222,061InvestmentEarningsOrLossesAmt
Grants Or Scholarships$437,400GrantsOrScholarshipsAmt
End Year Balance$2,444,277EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,728,255BeginningYearBalanceAmt
Contributions$42,394ContributionsAmt
Investment Earnings Or Losses$8,110InvestmentEarningsOrLossesAmt
Grants Or Scholarships$126,850GrantsOrScholarshipsAmt
End Year Balance$2,651,909EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,580,543BeginningYearBalanceAmt
Contributions$57,895ContributionsAmt
Investment Earnings Or Losses$529,542InvestmentEarningsOrLossesAmt
Grants Or Scholarships$439,725GrantsOrScholarshipsAmt
End Year Balance$2,728,255EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,268,681BeginningYearBalanceAmt
Contributions$236,139ContributionsAmt
Investment Earnings Or Losses$286,851InvestmentEarningsOrLossesAmt
Grants Or Scholarships$211,128GrantsOrScholarshipsAmt
End Year Balance$2,580,543EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,125OtherCostOrOtherBasisAmt
Book Value$3,125BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$487,938OtherCostOrOtherBasisAmt
Depreciation$403,472DepreciationAmt
Book Value$84,466BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$87,591TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE OF LIFE INSURANCE$1,223,680
REMAINDER INTEREST IN IRREVOCABLE TRUST$1,790,969
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,014,649TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
TRUST PAYABLE TO OTHERS$351,871
INVESTMENTS HELD FOR ASSOCIATED ORGANIZATION$110,502
FieldValueIRS element (for citing)
Total Liability$462,373TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,322,763TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,572,581NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,572,581RevenueNotReportedAmt
Revenue Subtotal$4,750,182RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,750,182TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,958,546TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,958,546ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,958,546TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT FUNDS IS TO MEET THE CURRENT AND LONG-TERM NEEDS OF THE LOCAL AND WORLDWIDE JEWISH COMMUNITIES, IN ADDITION TO OTHER CHARITABLE ORGANIZATIONS, THROUGH THE CAREFUL AND INFORMED PROVISIONS OF GRANTS FROM THE UNRESTRICTED FUND AND THE DONOR ADVISED FUNDS.
PART X, LINE 2:THE ORGANIZATION HAS EVALUATED UNCERTAIN INCOME TAX POSITIONS AND BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS OF SIGNIFICANCE THAT ARE REQUIRED TO BE RECORDED OR DISCLOSED.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CHABAD HOUSE
4020 NANTUCKETTOLEDOOH43623341585242501(C)(3)$126,963GRANT
CONGREGATION B'NAI ISRAEL
6525 SYLVANIA AVESYLVANIAOH43560501(C)(3)$183,136GRANT
CONGREGATION ETZ CHAYIM
3853 WOODLEY RDTOLEDOOH43606501(C)(3)$94,196GRANT
CONGREGATION SHOMER EMUNIM
6453 SYLVANIA AVESYLVANIAOH43560501(C)(3)$45,249GRANT
JEWISH FAMILY SERVICES
6505 SYLVANIA AVESYLVANIAOH43560344428257501(C)(3)$139,725GRANT
TOLEDO BOARD OF JEWISH EDUCATION
6465 SYLVANIA AVESYLVANIAOH43560340943526501(C)(3)$128,672GRANT
TOLEDO BOARD OF JEWISH EDUCATION
6453 SYLVANIA AVESYLVANIAOH43560340943526501(C)(3)$36,000SCHOLARSHIP
JEWISH FEDERATIONS OF NORTH AMERICA
111 EIGHTH AVENEW YORKNY10011131624240501(C)(3)$163,120GRANT
JEWISH FEDERATION OF METRO CHICAGO
30 S WELLS STCHICAGOIL606065056362167761501(C)(3)$12,000GRANT
B'NAI BRITH YOURTH ORGANIZATION INC
2020 K STREET NW NO 7TH FLOORWASHINGTONDC20006311794932501(C)(3)$7,380GRANT
CAMP YOUNG JUDAEA MIDWEST INC
60 REVERE DRIVE SUITE 800NORTHBROOKIL60062391672846501(C)(3)$5,000GRANT
THE RATNER SCHOOL
27575 SHAKER BOULEVARDPEPPER PIKEOH44124341367106501(C)(3)$5,018GRANT
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417590948696501(C)(3)$7,800GRANT

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:GRANTS AND ALLOCATIONS ARE PRESENTED AND APPROVED THROUGH THE BUDGET PROCESS AND THEN MONITORED MONTHLY BY THE CFO, CEO AND THE BOARD.
SCHEDULE I, PART II:JEWISH FEDERATION OF GREATER TOLEDO REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS-- EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE JEWISH COMMUNITY VOTES ON BOARD MEMBERS AND ANY CHANGES TO THE BYLAWS OF JEWISH FEDERATION OF GREATER TOLEDO AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7ATHE JEWISH COMMUNITY VOTES ON MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BALL DECISIONS REGARDING CHANGES TO THE BYLAWS OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL OF THE JEWISH COMMUNITY.
FORM 990, PART VI, SECTION B, LINE 11THE 990 IS PRESENTED AT A BOARD MEETING FOR REVIEW AND APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CANNUAL DISCLOSURE STATEMENTS ARE COMPLETED AND SENT TO THE PRESIDENT AS WELL AS KEPT ON HAND AT THE ADMINISTRATION OFFICE.
FORM 990, PART VI, SECTION B, LINE 15DATA IS GATHERED BY THE OFFICERS OF THE BOARD, REVIEWED AND APPROVED.
FORM 990, PART VI, SECTION C, LINE 19FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST AND CAN ALSO BE ACCESSED THROUGH ANOTHER'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ALSO ON ANOTHER'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE BOTH AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
UJC HOLDINGS COMPANY INC
6465 SYLVANIA AVESYLVANIAOH43560344428223SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND RELATED ORGSOH501(C)(3)LINE 11A, I0
TOLEDO BOARD OF JEWISH EDUCATION
6465 SYLVANIA AVESYLVANIAOH43560340943526PROMOTE JEWISH LEARNINGOH501(C)(3)LINE 20
JEWISH FAMILY SERVICES
6465 SYLVANIA AVESYLVANIAOH43560344428257PROVIDE SOCIAL SERVICES AND ASSIST NEED BASED FAMILIES IN THE COMMUNITYOH501(C)(3)LINE 70
JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION
6465 SYLVANIA AVESYLVANIAOH43560542067407SUPPORT SERVICES AND PROGRAMS FOR THE JEWISH COMMUNITYOH501(C)(3)LINE 11A, I0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
UJC HOLDINGS COMPANY INC
K$62,272
JEWISH FAMILY SERVICES
B$139,725
JEWISH SENIOR SERVICES SUPPORTING ORGANIZATON
C$60,000
TOLEDO BOARD OF JEWISH EDUCATION
B$164,672

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